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, Q4 2024
Institutional positions in Evi Industries, Inc. as of Dec 31, 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
- 57
- −1 vs. Q3 2024
- Shares held
- 5.25M
- +160.2K (+3.1%) vs. Q3 2024
- Total value
- $85.9M
- −$12.6M (−12.8%) vs. Q3 2024
- New holders
- 5
- 22 more added
- Sold out
- 6
- 16 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Evi Industries, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $16 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 1 | $16 | 0.00% | +1 | New |
| Sterling Capital Management LLC | 6 | $98 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $115 | 0.00% | +7 | New |
| GAMMA Investing LLC | 13 | $213 | 0.00% | +13 | New |
| Russell Investments Group, Ltd. | 62 | $1.01K | 0.00% | +28+82.4% | Added |
| Amalgamated Bank | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 374 | $6.12K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 392 | $6.41K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 542 | $8.86K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 752 | $12.3K | 0.00% | +304+67.9% | Added |
| BNP Paribas Arbitrage, SA | 861 | $14.1K | 0.00% | −3,477−80.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,044 | $17.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,060 | $17.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,255 | $36.9K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 2,567 | $42.0K | 0.00% | −194−7.0% | Reduced |
| CWM, LLC | 2,619 | $43.0K | 0.00% | +2,519+2,519.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,985 | $48.8K | 0.00% | +152+5.4% | Added |
| Hilltop National Bank | 3,157 | $51.6K | 0.02% | −164−4.9% | Reduced |
| FMR LLC | 3,848 | $62.9K | 0.00% | −404−9.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,963 | $64.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,108 | $67.2K | 0.00% | +376+10.1% | Added |
| UBS Group AG | 4,252 | $69.5K | 0.00% | +282+7.1% | Added |
| Rhumbline Advisers | 4,396 | $71.9K | 0.00% | +148+3.5% | Added |
| Bank of America Corp | 4,988 | $81.6K | 0.00% | +1,416+39.6% | Added |
| Deutsche Bank AG | 5,909 | $96.6K | 0.00% | +2,441+70.4% | Added |
| Barclays PLC | 8,091 | $132.3K | 0.00% | +847+11.7% | Added |
| Royal Bank of Canada | 9,010 | $147.0K | 0.00% | −205−2.2% | Reduced |
| Bank of New York Mellon Corp | 10,710 | $175.1K | 0.00% | −5,591−34.3% | Reduced |
| Morgan Stanley | 10,950 | $179.0K | 0.00% | −2,484−18.5% | Reduced |
| Two Sigma Investments, LP | 11,430 | $186.9K | 0.00% | −136−1.2% | Reduced |
| Bard Associates Inc | 12,113 | $198.0K | 0.07% | +764+6.7% | Added |
| Wells Fargo & Company | 14,455 | $236.3K | 0.00% | −5,061−25.9% | Reduced |
| Charles Schwab Investment Management Inc | 14,980 | $244.9K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 15,796 | $258.3K | 0.00% | −2,959−15.8% | Reduced |
| Renaissance Technologies LLC | 17,169 | $280.7K | 0.00% | −1,821−9.6% | Reduced |
| JPMorgan Chase & Co | 20,829 | $340.6K | 0.00% | +10,488+101.4% | Added |
| Citadel Advisors LLC | 23,567 | $385.3K | 0.00% | +5,543+30.8% | Added |
| Heritage Investors Management Corp | 24,862 | $406.0K | 0.01% | −2,732−9.9% | Reduced |
| Natixis Advisors, L.P. | 35,590 | $582.0K | 0.00% | +1,864+5.5% | Added |
| Pathstone Holdings, LLC | 41,664 | $681.5K | 0.00% | +4,396+11.8% | Added |
| Northern Trust Corp | 47,990 | $784.6K | 0.00% | −4,683−8.9% | Reduced |
| Comerica Bank | 81,325 | $1.33M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 87,117 | $1.42M | 0.00% | −1,403−1.6% | Reduced |
| Dimensional Fund Advisors LP | 96,028 | $1.57M | 0.00% | +1,480+1.6% | Added |
| Geode Capital Management, LLC | 113,880 | $1.86M | 0.00% | +892+0.8% | Added |
| Captrust Financial Advisors | 144,514 | $2.36M | 0.01% | +5,529+4.0% | Added |
| Raymond James Financial Inc | 175,121 | $2.86M | 0.00% | +175,121 | New |
| King Luther Capital Management Corp | 185,500 | $3.03M | 0.01% | +149,591+416.6% | Added |
| Empire Life Investments Inc. | 221,766 | $3.65M | 0.23% | −11,262−4.8% | Reduced |
| Vanguard Group Inc | 287,710 | $4.70M | 0.00% | +526+0.2% | Added |
| BlackRock, Inc. | 311,831 | $5.10M | 0.00% | +4,056+1.3% | Added |
| Broadcrest Asset Management, LLC | 338,000 | $5.53M | 8.28% | 00.0% | Unchanged |
| Swedbank AB | 375,000 | $6.13M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 655,741 | $10.7M | 0.10% | −118,731−15.3% | Reduced |
| Conestoga Capital Advisors, LLC | 788,616 | $12.9M | 0.17% | +13,350+1.7% | Added |
| Gemmer Asset Management LLC | 1,022,495 | $16.7M | 1.65% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −36,547−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,196−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −10,789−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |