Evi IndustriesEVI

13F holders, Q1 2024 (March 31)
54holders
2famous investors
$24.90avg. 13F price*

At the end of Q1 2024, 54 institutions reported holding Evi Industries Inc. (EVI) in their 13F filings. The largest holders were Gemmer Asset Management LLC ($25.5M), Royce & Associates LP ($19.3M) and Conestoga Capital Advisors, LLC ($16.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Evi Industries Inc.
CUSIP
26929N102
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 54Q1 2024Q2 2024: 57Q2 2024Q3 2024: 59Q3 2024Q4 2024: 57Q4 2024Q1 2025: 58Q1 2025Q2 2025: 57Q2 2025Q3 2025: 68Q3 2025Q4 2025: 67Q4 2025Q1 2026: 74Q1 2026Q2 2026: 73Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$509K
Exits2$6K

Ownership 54 holders

Gemmer Asset Management LLC 2.96% No change 1,022,495 $25.5M
Royce & Associates LP 0.17% No change 774,472 $19.3M
Conestoga Capital Advisors, LLC 0.23% Add +6.6% 647,161 $16.1M
Swedbank AB 0.01% Add +4.2% 375,000 $9.3M
Broadcrest Asset Management, LLC 11.30% No change 338,000 $8.4M
BlackRock Inc. 0.00% Add +15.1% 314,034 $7.8M
Vanguard Group Inc. 0.00% Add +9.0% 290,501 $7.2M
Empire Life Investments Inc. 0.37% Reduce -1.3% 244,216 $6.1M
Raymond James & Associates 0.00% Reduce -0.6% 183,165 $4.6M
ArrowMark Colorado Holdings LLC 0.05% No change 174,922 $4.4M
Captrust Financial Advisors 0.01% Reduce -1.0% 142,673 $3.6M
Geode Capital Management, LLC 0.00% Add +15.2% 121,223 $3.0M
Dimensional Fund Advisors LP 0.00% No change 94,600 $2.4M
State Street Corp. 0.00% Add +1.4% 84,605 $2.1M
Comerica Bank 0.01% Add +53.8% 73,095 $1.8M
Northern Trust Corp. 0.00% Add +21.2% 58,907 $1.5M
Mendota Financial Group, LLC 0.62% Reduce -23.0% 42,627 $1.1M
Pathstone Holdings, LLC 0.00% Add +240.1% 38,563 $960K
Natixis Advisors, LLC 0.00% Add +5.5% 34,212 $852K
Heritage Investors Management Corp. 0.02% No change 27,594 $687K
Citadel Advisors 0.00% Add +6.3% 25,169 $627K
Bank of New York Mellon Corp 0.00% Add +8.0% 20,077 $500K
Wells Fargo & Company 0.00% Add +3.8% 19,697 $490K
Charles Schwab Investment Management Inc. 0.00% Add +28.4% 17,425 $434K
Two Sigma Investments, LP 0.00% No change 13,214 $329K
Renaissance Technologies 0.00% Add +3.9% 11,597 $289K
Carmel Capital Partners, LLC 0.11% No change 11,060 $275K
JPMorgan Chase & Co. 0.00% Add +87.5% 8,970 $223K
Bard Associates Inc. 0.08% No change 8,600 $214K
Raymond James Trust N.A. 0.01% New 8,372 $208K
Squarepoint Ops LLC 0.00% New 8,345 $208K
UBS Group AG 0.00% Add +24.1% 8,248 $205K
Morgan Stanley 0.00% Reduce -18.8% 7,901 $197K
Royal Bank of Canada 0.00% Reduce -17.6% 6,949 $173K
Denali Advisors LLC 0.05% No change 6,700 $167K
BNP Paribas Financial Markets 0.00% Add +42.8% 4,850 $121K
Barclays PLC 0.00% Reduce -28.3% 4,710 $117K
Rhumbline Advisers 0.00% Add +12.6% 4,657 $116K
Hilltop National Bank 0.03% — 3,431 $85K
MetLife Investment Management, LLC 0.00% New 3,365 $84K
American International Group, Inc. 0.00% Add +35.5% 3,195 $80K
Deutsche Bank AG 0.00% Add +570.7% 2,884 $72K
Bank of America Corp. 0.00% Reduce -68.1% 2,631 $66K
New York State Common Retirement Fund 0.00% No change 2,243 $56K
Citigroup Inc. 0.00% Add +58.8% 1,094 $27K
Osaic Holdings, Inc. 0.00% No change 1,060 $26K
California State Teachers Retirement System 0.00% Reduce -16.5% 652 $16K
Legal & General Group Plc 0.00% No change 542 $13K
Ameritas Investment Partners, Inc. 0.00% No change 392 $10K
Metropolitan Life Insurance Co 0.00% New 346 $9K
FMR LLC 0.00% Add +852.6% 181 $5K
Amalgamated Bank 0.00% Reduce -74.5% 160 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.7% 63 $2K
Covestor Ltd 0.00% New 19 $0

"% of holder's portfolio" is EVI's weight in each manager's 13F, not the share of Evi Industries Inc. the manager owns.