Evi Industries, Inc.
EVI- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0000065312
No open-market purchases or sales by Evi Industries, Inc. insiders were filed in the last 90 days; 73 institutions reported holding it in 13F filings for Q2 2026, worth $61.7M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Evi Industries, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 59
- +3 vs. Q2 2024
- Shares held
- 5.28M
- +325.3K (+6.6%) vs. Q2 2024
- Total value
- $102.1M
- +$8.35M (+8.9%) vs. Q2 2024
- New holders
- 10
- 18 more added
- Sold out
- 7
- 18 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 73 | $61.7M |
| Q1 2026 | 74 | $93.5M |
| Q4 2025 | 67 | $134.1M |
| Q3 2025 | 68 | $177.7M |
| Q2 2025 | 58 | $119.0M |
| Q1 2025 | 57 | $84.4M |
| Q4 2024 | 57 | $85.9M |
| Q3 2024 | 59 | $102.1M |
| Q2 2024 | 57 | $99.3M |
| Q1 2024 | 54 | $132.0M |
| Q4 2023 | 50 | $120.7M |
| Q3 2023 | 54 | $128.8M |
| Q2 2023 | 47 | $104.6M |
| Q1 2023 | 38 | $88.8M |
| Q4 2022 | 37 | $109.2M |
| Q3 2022 | 32 | $82.2M |
| Q2 2022 | 43 | $47.7M |
| Q1 2022 | 46 | $99.9M |
| Q4 2021 | 48 | $166.1M |
| Q3 2021 | 48 | $113.8M |
| Q2 2021 | 47 | $117.8M |
| Q1 2021 | 53 | $120.4M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Evi Industries, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 1 | $19 | 0.00% | +1 | New |
| Sterling Capital Management LLC | 6 | $116 | 0.00% | +6 | New |
| Ashton Thomas Securities, LLC | 32 | $619 | 0.00% | +32 | New |
| Russell Investments Group, Ltd. | 34 | $657 | 0.00% | −575−94.4% | Reduced |
| Lazard Asset Management LLC | 71 | $1.00K | 0.00% | +71 | New |
| CWM, LLC | 100 | $2.00K | 0.00% | +79+376.2% | Added |
| Amalgamated Bank | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 374 | $7.23K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 392 | $7.58K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 448 | $8.66K | 0.00% | −712−61.4% | Reduced |
| Legal & General Group Plc | 542 | $10.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,060 | $20.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,044 | $20.5K | 0.00% | +1,044 | New |
| New York State Common Retirement Fund | 2,255 | $43.6K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 2,761 | $53.4K | 0.00% | −17−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,833 | $54.8K | 0.00% | −421−12.9% | Reduced |
| Hilltop National Bank | 3,321 | $64.2K | 0.02% | −141−4.1% | Reduced |
| Deutsche Bank AG | 3,468 | $67.0K | 0.00% | +1,748+101.6% | Added |
| Bank of America Corp | 3,572 | $69.0K | 0.00% | −711−16.6% | Reduced |
| Citigroup Inc | 3,732 | $72.1K | 0.00% | +2,391+178.3% | Added |
| Northwestern Mutual Wealth Management Co | 3,963 | $76.6K | 0.00% | −4,400−52.6% | Reduced |
| UBS Group AG | 3,970 | $76.7K | 0.00% | +863+27.8% | Added |
| Rhumbline Advisers | 4,248 | $82.1K | 0.00% | −692−14.0% | Reduced |
| FMR LLC | 4,252 | $82.2K | 0.00% | +4,036+1,868.5% | Added |
| BNP Paribas Arbitrage, SA | 4,338 | $83.9K | 0.00% | +2,387+122.3% | Added |
| Barclays PLC | 7,244 | $140.0K | 0.00% | +4,881+206.6% | Added |
| Royal Bank of Canada | 9,215 | $178.0K | 0.00% | +29+0.3% | Added |
| JPMorgan Chase & Co | 10,341 | $199.9K | 0.00% | +5,474+112.5% | Added |
| Carmel Capital Partners, LLC | 10,789 | $208.6K | 0.08% | −272−2.5% | Reduced |
| Bard Associates Inc | 11,349 | $222.8K | 0.08% | +11,349 | New |
| Two Sigma Investments, LP | 11,566 | $223.6K | 0.00% | −248−2.1% | Reduced |
| Squarepoint Ops LLC | 13,196 | $255.1K | 0.00% | +13,196 | New |
| Morgan Stanley | 13,434 | $259.7K | 0.00% | +8,522+173.5% | Added |
| Charles Schwab Investment Management Inc | 14,980 | $289.6K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,301 | $315.1K | 0.00% | −5,198−24.2% | Reduced |
| Citadel Advisors LLC | 18,024 | $348.4K | 0.00% | +6,242+53.0% | Added |
| Goldman Sachs Group Inc | 18,755 | $362.5K | 0.00% | +18,755 | New |
| Renaissance Technologies LLC | 18,990 | $367.1K | 0.00% | +5,225+38.0% | Added |
| Wells Fargo & Company | 19,516 | $377.2K | 0.00% | −28−0.1% | Reduced |
| Heritage Investors Management Corp | 27,594 | $533.0K | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 33,726 | $652.0K | 0.00% | +1,485+4.6% | Added |
| King Luther Capital Management Corp | 35,909 | $694.1K | 0.00% | +35,909 | New |
| Mendota Financial Group, LLC | 36,547 | $706.5K | 0.34% | −3,530−8.8% | Reduced |
| Pathstone Holdings, LLC | 37,268 | $720.4K | 0.00% | −3,158−7.8% | Reduced |
| Northern Trust Corp | 52,673 | $1.02M | 0.00% | −2,752−5.0% | Reduced |
| Comerica Bank | 81,325 | $1.57M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 88,520 | $1.74M | 0.00% | +1,685+1.9% | Added |
| Dimensional Fund Advisors LP | 94,548 | $1.83M | 0.00% | +2,388+2.6% | Added |
| Geode Capital Management, LLC | 112,988 | $2.18M | 0.00% | −5,530−4.7% | Reduced |
| Captrust Financial Advisors | 138,985 | $2.69M | 0.01% | +1,472+1.1% | Added |
| Raymond James & Associates | 183,901 | $3.55M | 0.00% | −4,182−2.2% | Reduced |
| Empire Life Investments Inc. | 233,028 | $4.50M | 0.27% | −2,644−1.1% | Reduced |
| Vanguard Group Inc | 287,184 | $5.55M | 0.00% | +4,293+1.5% | Added |
| BlackRock, Inc. | 307,775 | $5.95M | 0.00% | +307,775 | New |
| Broadcrest Asset Management, LLC | 338,000 | $6.53M | 7.85% | 00.0% | Unchanged |
| Swedbank AB | 375,000 | $7.25M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 774,472 | $15.0M | 0.14% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 775,266 | $15.0M | 0.20% | +9,615+1.3% | Added |
| Gemmer Asset Management LLC | 1,022,495 | $19.8M | 1.99% | 00.0% | Unchanged |
| Covestor Ltd | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −71,193−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,983−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −1,556−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |