Evi IndustriesEVI

13F holders, Q2 2024 (June 30)
57holders +3
8new positions
7sold out
2famous investors
$18.92avg. 13F price*

At the end of Q2 2024, 57 institutions reported holding Evi Industries Inc. (EVI) in their 13F filings, up 3 from Q1 2024. 8 opened new positions and 7 sold out. The largest holders were Gemmer Asset Management LLC ($19.3M), Royce & Associates LP ($14.7M) and Conestoga Capital Advisors, LLC ($14.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions8$534K
Exits7$969K

All 13F filers, Q1 2024 → Q2 2024: 173,163 shares bought and 230,514 shares sold, net −57,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

Gemmer Asset Management LLC 2.07% No change 1,022,495 $19.3M
Royce & Associates LP 0.14% No change 774,472 $14.7M
Conestoga Capital Advisors, LLC 0.22% Add +18.3% 765,651 $14.5M
Swedbank AB 0.01% No change 375,000 $7.1M
Broadcrest Asset Management, LLC 7.87% No change 338,000 $6.4M
BlackRock Inc. 0.00% Reduce -5.4% 296,940 $5.6M
Vanguard Group Inc. 0.00% Reduce -2.6% 282,891 $5.4M
Empire Life Investments Inc. 0.28% Reduce -3.5% 235,672 $4.5M
Raymond James & Associates 0.00% Add +2.7% 188,083 $3.6M
Captrust Financial Advisors 0.01% Reduce -3.6% 137,513 $2.6M
Geode Capital Management, LLC 0.00% Reduce -2.2% 118,518 $2.2M
Dimensional Fund Advisors LP 0.00% Reduce -2.6% 92,160 $1.7M
State Street Corp. 0.00% Add +2.6% 86,835 $1.6M
Comerica Bank 0.01% Add +11.3% 81,325 $1.5M
ArrowMark Colorado Holdings LLC 0.02% Reduce -59.3% 71,193 $1.3M
Northern Trust Corp. 0.00% Reduce -5.9% 55,425 $1.0M
Pathstone Holdings, LLC 0.00% Add +4.8% 40,426 $765K
Mendota Financial Group, LLC 0.41% Reduce -6.0% 40,077 $758K
Natixis Advisors, LLC 0.00% Reduce -5.8% 32,241 $610K
Heritage Investors Management Corp. 0.02% No change 27,594 $522K
Bank of New York Mellon Corp 0.00% Add +7.1% 21,499 $407K
Wells Fargo & Company 0.00% Reduce -0.8% 19,544 $370K
Jane Street Group, LLC 0.00% New 15,983 $302K
Charles Schwab Investment Management Inc. 0.00% Reduce -14.0% 14,980 $283K
Renaissance Technologies 0.00% Add +18.7% 13,765 $260K
Two Sigma Investments, LP 0.00% Reduce -10.6% 11,814 $224K
Citadel Advisors 0.00% Reduce -53.2% 11,782 $223K
Carmel Capital Partners, LLC 0.09% Add +0.0% 11,061 $209K
Royal Bank of Canada 0.00% Add +32.2% 9,186 $174K
Northwestern Mutual Wealth Management Co. 0.00% New 8,363 $158K
Rhumbline Advisers 0.00% Add +6.1% 4,940 $93K
Morgan Stanley 0.00% Reduce -37.8% 4,912 $93K
JPMorgan Chase & Co. 0.00% Reduce -45.7% 4,867 $92K
Bank of America Corp. 0.00% Add +62.8% 4,283 $81K
Hilltop National Bank 0.02% Add +0.9% 3,462 $66K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 3,254 $62K
UBS Group AG 0.00% Reduce -62.3% 3,107 $59K
Corebridge Financial, Inc. 0.00% — 2,778 $53K
Barclays PLC 0.00% Reduce -49.8% 2,363 $45K
New York State Common Retirement Fund 0.00% Add +0.5% 2,255 $43K
BNP Paribas Financial Markets 0.00% Reduce -59.8% 1,951 $37K
Deutsche Bank AG 0.00% Reduce -40.4% 1,720 $33K
Qube Research & Technologies Ltd 0.00% New 1,602 $30K
Gladius Capital Management LP 0.03% New 1,556 $29K
Citigroup Inc. 0.00% Add +22.6% 1,341 $25K
Tower Research Capital LLC (TRC) 0.00% Add +1741.3% 1,160 $22K
Osaic Holdings, Inc. 0.00% No change 1,060 $20K
Russell Investments Group, Ltd. 0.00% New 609 $12K
Legal & General Group Plc 0.00% No change 542 $10K
Ameritas Investment Partners, Inc. 0.00% No change 392 $7K
California State Teachers Retirement System 0.00% Reduce -42.6% 374 $7K
FMR LLC 0.00% Add +19.3% 216 $4K
Amalgamated Bank 0.00% No change 160 $3K
Macquarie Group Ltd. 0.00% New 75 $1K
PNC Financial Services Group, Inc. 0.00% New 36 $681
Cwm, LLC 0.00% New 21 $0
Covestor Ltd 0.00% Add +10.5% 21 $0

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