Evi IndustriesEVI
13F holders, Q3 2024 (September 30)59holders +2
8new positions
6sold out
2famous investors
$19.34avg. 13F price*
At the end of Q3 2024, 59 institutions reported holding Evi Industries Inc. (EVI) in their 13F filings, up 2 from Q2 2024. 8 opened new positions and 6 sold out. The largest holders were Gemmer Asset Management LLC ($19.8M), Conestoga Capital Advisors, LLC ($15.0M) and Royce & Associates LP ($15.0M). 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.6M |
| Exits | 6 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 143,172 shares bought and 125,677 shares sold, net +17,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Gemmer Asset Management LLC | 1.98% | No change | 1,022,495 | $19.8M |
| Conestoga Capital Advisors, LLC | 0.20% | Add +1.3% | 775,266 | $15.0M |
| Royce & Associates LP | 0.14% | No change | 774,472 | $15.0M |
| Swedbank AB | 0.01% | No change | 375,000 | $7.2M |
| Broadcrest Asset Management, LLC | 7.85% | No change | 338,000 | $6.5M |
| BlackRock, Inc. | 0.00% | — | 307,775 | $5.9M |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 287,184 | $5.6M |
| Empire Life Investments Inc. | 0.27% | Reduce -1.1% | 233,028 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -2.2% | 183,901 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +1.1% | 138,985 | $2.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.7% | 112,988 | $2.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.6% | 94,548 | $1.8M |
| State Street Corp. | 0.00% | Add +1.9% | 88,520 | $1.7M |
| Comerica Bank | 0.01% | No change | 81,325 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 52,673 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.8% | 37,268 | $720K |
| Mendota Financial Group, LLC | 0.34% | Reduce -8.8% | 36,547 | $706K |
| King Luther Capital Management Corp. | 0.00% | New | 35,909 | $694K |
| Natixis Advisors, LLC | 0.00% | Add +4.6% | 33,726 | $652K |
| Heritage Investors Management Corp. | 0.02% | No change | 27,594 | $533K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 19,516 | $377K |
| Renaissance Technologies | 0.00% | Add +38.0% | 18,990 | $367K |
| Goldman Sachs Group Inc. | 0.00% | New | 18,755 | $363K |
| Citadel Advisors | 0.00% | Add +53.0% | 18,024 | $348K |
| Bank of New York Mellon Corp | 0.00% | Reduce -24.2% | 16,301 | $315K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 14,980 | $290K |
| Morgan Stanley | 0.00% | Add +173.5% | 13,434 | $260K |
| Squarepoint Ops LLC | 0.00% | New | 13,196 | $255K |
| Two Sigma Investments, LP | 0.00% | Reduce -2.1% | 11,566 | $224K |
| Bard Associates Inc. | 0.08% | New | 11,349 | $223K |
| Carmel Capital Partners, LLC | 0.08% | Reduce -2.5% | 10,789 | $209K |
| JPMorgan Chase & Co. | 0.00% | Add +112.5% | 10,341 | $200K |
| Royal Bank of Canada | 0.00% | Add +0.3% | 9,215 | $178K |
| Barclays PLC | 0.00% | Add +206.6% | 7,244 | $140K |
| BNP Paribas Financial Markets | 0.00% | Add +122.3% | 4,338 | $84K |
| FMR LLC | 0.00% | Add +1868.5% | 4,252 | $82K |
| Rhumbline Advisers | 0.00% | Reduce -14.0% | 4,248 | $82K |
| UBS Group AG | 0.00% | Add +27.8% | 3,970 | $77K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -52.6% | 3,963 | $77K |
| Citigroup Inc. | 0.00% | Add +178.3% | 3,732 | $72K |
| Bank of America Corp. | 0.00% | Reduce -16.6% | 3,572 | $69K |
| Deutsche Bank AG | 0.00% | Add +101.6% | 3,468 | $67K |
| Hilltop National Bank | 0.02% | Reduce -4.1% | 3,321 | $64K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -12.9% | 2,833 | $55K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 2,761 | $53K |
| New York State Common Retirement Fund | 0.00% | No change | 2,255 | $44K |
| Nisa Investment Advisors, LLC | 0.00% | New | 1,044 | $21K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,060 | $20K |
| Legal & General Group Plc | 0.00% | No change | 542 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.4% | 448 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 392 | $8K |
| California State Teachers Retirement System | 0.00% | No change | 374 | $7K |
| Amalgamated Bank | 0.00% | No change | 160 | $3K |
| Cwm, LLC | 0.00% | Add +376.2% | 100 | $2K |
| Lazard Asset Management LLC | 0.00% | New | 71 | $1K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -94.4% | 34 | $657 |
| Ashton Thomas Securities, LLC | 0.00% | New | 32 | $619 |
| Sterling Capital Management LLC | 0.00% | — | 6 | $116 |
| Earned Wealth Advisors, LLC | 0.00% | New | 1 | $19 |
"% of holder's portfolio" is EVI's weight in each manager's 13F, not the share of Evi Industries Inc. the manager owns.