Evi IndustriesEVI
13F holders, Q4 2024 (December 31)57holders −2
4new positions
7sold out
2famous investors
$16.36avg. 13F price*
At the end of Q4 2024, 57 institutions reported holding Evi Industries Inc. (EVI) in their 13F filings, down 2 from Q3 2024. 4 opened new positions and 7 sold out. The largest holders were Gemmer Asset Management LLC ($16.7M), Conestoga Capital Advisors, LLC ($12.9M) and Royce & Associates LP ($10.7M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $360 |
| Exits | 7 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 207,014 shares bought and 221,943 shares sold, net −14,929 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Gemmer Asset Management LLC | 1.65% | No change | 1,022,495 | $16.7M |
| Conestoga Capital Advisors, LLC | 0.17% | Add +1.7% | 788,616 | $12.9M |
| Royce & Associates LP | 0.10% | Reduce -15.3% | 655,741 | $10.7M |
| Swedbank AB | 0.01% | No change | 375,000 | $6.1M |
| Broadcrest Asset Management, LLC | 8.28% | No change | 338,000 | $5.5M |
| BlackRock, Inc. | 0.00% | Add +1.3% | 311,831 | $5.1M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 287,710 | $4.7M |
| Empire Life Investments Inc. | 0.23% | Reduce -4.8% | 221,766 | $3.7M |
| King Luther Capital Management Corp. | 0.01% | Add +416.6% | 185,500 | $3.0M |
| Raymond James Financial Inc. | 0.00% | — | 175,121 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +4.0% | 144,514 | $2.4M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 113,880 | $1.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.6% | 96,028 | $1.6M |
| State Street Corp. | 0.00% | Reduce -1.6% | 87,117 | $1.4M |
| Comerica Bank | 0.01% | No change | 81,325 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -8.9% | 47,990 | $785K |
| Pathstone Holdings, LLC | 0.00% | Add +11.8% | 41,664 | $681K |
| Natixis Advisors, LLC | 0.00% | Add +5.5% | 35,590 | $582K |
| Heritage Investors Management Corp. | 0.01% | Reduce -9.9% | 24,862 | $406K |
| Citadel Advisors | 0.00% | Add +30.8% | 23,567 | $385K |
| JPMorgan Chase & Co. | 0.00% | Add +101.4% | 20,829 | $341K |
| Renaissance Technologies | 0.00% | Reduce -9.6% | 17,169 | $281K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.8% | 15,796 | $258K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 14,980 | $245K |
| Wells Fargo & Company | 0.00% | Reduce -25.9% | 14,455 | $236K |
| Bard Associates Inc. | 0.07% | Add +6.7% | 12,113 | $198K |
| Two Sigma Investments, LP | 0.00% | Reduce -1.2% | 11,430 | $187K |
| Morgan Stanley | 0.00% | Reduce -18.5% | 10,950 | $179K |
| Bank of New York Mellon Corp | 0.00% | Reduce -34.3% | 10,710 | $175K |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 9,010 | $147K |
| Barclays PLC | 0.00% | Add +11.7% | 8,091 | $132K |
| Deutsche Bank AG | 0.00% | Add +70.4% | 5,909 | $97K |
| Bank of America Corp. | 0.00% | Add +39.6% | 4,988 | $82K |
| Rhumbline Advisers | 0.00% | Add +3.5% | 4,396 | $72K |
| UBS Group AG | 0.00% | Add +7.1% | 4,252 | $70K |
| Citigroup Inc. | 0.00% | Add +10.1% | 4,108 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,963 | $65K |
| FMR LLC | 0.00% | Reduce -9.5% | 3,848 | $63K |
| Hilltop National Bank | 0.02% | Reduce -4.9% | 3,157 | $52K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.4% | 2,985 | $49K |
| Cwm, LLC | 0.00% | Add +2519.0% | 2,619 | $43K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 2,567 | $42K |
| New York State Common Retirement Fund | 0.00% | No change | 2,255 | $37K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,060 | $17K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,044 | $17K |
| BNP Paribas Financial Markets | 0.00% | Reduce -80.2% | 861 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +67.9% | 752 | $12K |
| Legal & General Group Plc | 0.00% | No change | 542 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 392 | $6K |
| California State Teachers Retirement System | 0.00% | No change | 374 | $6K |
| Amalgamated Bank | 0.00% | No change | 160 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +82.3% | 62 | $1K |
| GAMMA Investing LLC | 0.00% | New | 13 | $213 |
| True Wealth Design, LLC | 0.00% | New | 7 | $115 |
| Sterling Capital Management LLC | 0.00% | No change | 6 | $98 |
| IFP Advisors, Inc | 0.00% | New | 1 | $16 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1 | $16 |
"% of holder's portfolio" is EVI's weight in each manager's 13F, not the share of Evi Industries Inc. the manager owns.