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, Q1 2026
Institutional positions in Evi Industries, Inc. as of Mar 31, 2026. 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
- 74
- +9 vs. Q4 2025
- Shares held
- 4.54M
- −433.0K (−8.7%) vs. Q4 2025
- Total value
- $93.5M
- −$29.0M (−23.7%) vs. Q4 2025
- New holders
- 16
- 27 more added
- Sold out
- 7
- 18 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Evi Industries, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $21 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $21 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $21 | 0.00% | +1 | New |
| Wealth Preservation Advisors, LLC | 2 | $41 | 0.00% | +2 | New |
| MAI Capital Management | 2 | $42 | 0.00% | +2 | New |
| Rothschild Investment LLC | 3 | $62 | 0.00% | +3 | New |
| Root Financial Partners, LLC | 5 | $103 | 0.00% | +5 | New |
| Allworth Financial LP | 6 | $124 | 0.00% | +6 | New |
| SRS Capital Advisors, Inc. | 7 | $144 | 0.00% | −84−92.3% | Reduced |
| Essential Partners LLC | 11 | $226 | 0.00% | +10+1,000.0% | Added |
| EverSource Wealth Advisors, LLC | 15 | $310 | 0.00% | +11+275.0% | Added |
| The PNC Financial Services Group, Inc. | 29 | $597 | 0.00% | +29 | New |
| Nisa Investment Advisors, LLC | 126 | $2.59K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 126 | $2.59K | 0.00% | +15+13.5% | Added |
| Sterling Capital Management LLC | 226 | $4.65K | 0.00% | −66−22.6% | Reduced |
| Citigroup Inc | 256 | $5.27K | 0.00% | +86+50.6% | Added |
| Rockefeller Capital Management L.P. | 308 | $6.34K | 0.00% | +222+258.1% | Added |
| CWM, LLC | 326 | $6.71K | 0.00% | +139+74.3% | Added |
| State of Alaska, Department of Revenue | 364 | $7.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 382 | $7.86K | 0.00% | +70+22.4% | Added |
| Ameritas Investment Partners, Inc. | 392 | $8.07K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 473 | $9.73K | 0.00% | +20+4.4% | Added |
| Legal & General Group Plc | 703 | $14.5K | 0.00% | +236+50.5% | Added |
| Royal Bank of Canada | 795 | $16.0K | 0.00% | +443+125.9% | Added |
| Advisor Group Holdings, Inc. | 880 | $18.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 952 | $19.6K | 0.00% | +537+129.4% | Added |
| Vanguard Global Advisers, LLC | 1,440 | $29.6K | 0.00% | +1,440 | New |
| Barclays PLC | 1,547 | $31.8K | 0.00% | −6,353−80.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,667 | $34.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,982 | $40.8K | 0.00% | +313+18.8% | Added |
| New York State Common Retirement Fund | 2,255 | $46.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,184 | $65.5K | 0.00% | −1,037−24.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,193 | $65.7K | 0.00% | +863+37.0% | Added |
| JPMorgan Chase & Co | 3,252 | $67.0K | 0.00% | −2,820−46.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,963 | $81.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,017 | $82.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,041 | $83.2K | 0.00% | −9,260−69.6% | Reduced |
| Hilltop National Bank | 4,090 | $84.2K | 0.02% | −45−1.1% | Reduced |
| Morgan Stanley | 5,172 | $106.5K | 0.00% | −1,877−26.6% | Reduced |
| Rhumbline Advisers | 6,577 | $135.3K | 0.00% | +454+7.4% | Added |
| Wells Fargo & Company | 9,503 | $195.6K | 0.00% | −6,995−42.4% | Reduced |
| Mackenzie Financial Corp | 9,923 | $204.2K | 0.00% | +9,923 | New |
| Citadel Advisors LLC | 12,441 | $256.0K | 0.00% | +12,441 | New |
| Bard Associates Inc | 14,640 | $301.3K | 0.08% | −80−0.5% | Reduced |
| Callan Family Office, LLC | 14,694 | $302.4K | 0.01% | +74+0.5% | Added |
| Renaissance Technologies LLC | 16,297 | $335.4K | 0.00% | −400−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 17,758 | $365.5K | 0.00% | +2,462+16.1% | Added |
| BHK Investment Advisors, LLC | 18,500 | $380.7K | 0.13% | +18,500 | New |
| Bank of New York Mellon Corp | 19,402 | $399.3K | 0.00% | +1,408+7.8% | Added |
| O'Shaughnessy Asset Management, LLC | 22,759 | $468.4K | 0.00% | −10,588−31.8% | Reduced |
| Heritage Investors Management Corp | 24,178 | $498.0K | 0.02% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 35,859 | $738.0K | 0.00% | +35,859 | New |
| Vanguard Portfolio Management LLC | 39,364 | $810.1K | 0.00% | +39,364 | New |
| Aristides Capital LLC | 41,872 | $861.7K | 0.28% | +41,872 | New |
| Goldman Sachs Group Inc | 42,353 | $871.6K | 0.00% | +6,134+16.9% | Added |
| Pathstone Holdings, LLC | 45,883 | $944.3K | 0.00% | −1,178−2.5% | Reduced |
| Northern Trust Corp | 52,309 | $1.08M | 0.00% | +11,147+27.1% | Added |
| North Star Investment Management Corp. | 62,000 | $1.28M | 0.08% | +11,000+21.6% | Added |
| SEI Investments Co | 66,096 | $1.36M | 0.00% | +24,613+59.3% | Added |
| State Street Corp | 92,462 | $1.90M | 0.00% | +3,002+3.4% | Added |
| Dimensional Fund Advisors LP | 111,750 | $2.30M | 0.00% | +4,187+3.9% | Added |
| Raymond James Financial Inc | 127,935 | $2.63M | 0.00% | −44,481−25.8% | Reduced |
| Captrust Financial Advisors | 130,209 | $2.68M | 0.00% | −5,452−4.0% | Reduced |
| Geode Capital Management, LLC | 142,617 | $2.94M | 0.00% | +25,202+21.5% | Added |
| FMR LLC | 143,533 | $2.95M | 0.00% | +140,207+4,215.5% | Added |
| Fifth Third Bancorp | 150,710 | $3.10M | 0.01% | +150,710 | New |
| Empire Life Investments Inc. | 158,407 | $3.39M | 0.21% | −10,020−5.9% | Reduced |
| King Luther Capital Management Corp | 225,000 | $4.63M | 0.02% | −5,500−2.4% | Reduced |
| Vanguard Capital Management LLC | 282,094 | $5.81M | 0.00% | +282,094 | New |
| Swedbank AB | 375,000 | $7.72M | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 387,792 | $7.98M | 0.00% | +46,387+13.6% | Added |
| Conestoga Capital Advisors, LLC | 701,876 | $14.4M | 0.29% | −170,679−19.6% | Reduced |
| Royce & Associates LP | 889,891 | $18.3M | 0.18% | +45,474+5.4% | Added |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −1,022,495−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −22,985−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −12,851−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −10,234−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |