Evi IndustriesEVI

13F holders, Q1 2025 (March 31)
58holders +1
4new positions
2sold out
1famous investor
$16.78avg. 13F price*

At the end of Q1 2025, 58 institutions reported holding Evi Industries Inc. (EVI) in their 13F filings, up 1 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were Gemmer Asset Management LLC ($17.2M), Conestoga Capital Advisors, LLC ($13.6M) and Royce & Associates LP ($11.9M). One famous investor held it 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$517K
Exits2$572K

All 13F filers, Q4 2024 → Q1 2025: 245,317 shares bought and 89,458 shares sold, net +155,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 58 holders

Gemmer Asset Management LLC 1.71% No change 1,022,495 $17.2M
Conestoga Capital Advisors, LLC 0.21% Add +2.9% 811,660 $13.6M
Royce & Associates LP 0.13% Add +7.8% 706,635 $11.9M
Swedbank AB 0.01% No change 375,000 $6.3M
BlackRock, Inc. 0.00% Add +10.8% 345,494 $5.8M
Broadcrest Asset Management, LLC 10.79% No change 338,000 $5.7M
Vanguard Group Inc. 0.00% Add +13.7% 327,050 $5.5M
Empire Life Investments Inc. 0.20% Reduce -15.9% 186,453 $3.1M
King Luther Capital Management Corp. 0.01% No change 185,500 $3.1M
Raymond James Financial Inc. 0.00% Add +4.8% 183,437 $3.1M
Captrust Financial Advisors 0.01% Add +0.0% 144,533 $2.4M
Geode Capital Management, LLC 0.00% Add +14.7% 130,653 $2.2M
Dimensional Fund Advisors LP 0.00% Add +3.3% 99,169 $1.7M
Comerica Bank 0.01% Add +11.6% 90,745 $1.5M
State Street Corp. 0.00% Add +1.3% 88,217 $1.5M
Northern Trust Corp. 0.00% Add +17.9% 56,582 $949K
Pathstone Holdings, LLC 0.00% Add +14.5% 47,698 $800K
Natixis Advisors, LLC 0.00% Add +0.3% 35,678 $599K
Heritage Investors Management Corp. 0.01% No change 24,862 $417K
Charles Schwab Investment Management Inc. 0.00% Add +23.6% 18,509 $311K
North Star Investment Management Corp. 0.02% New 16,000 $268K
Renaissance Technologies 0.00% Reduce -13.8% 14,797 $248K
Goldman Sachs Group Inc. 0.00% Reduce -9.8% 14,249 $239K
Wells Fargo & Company 0.00% Reduce -2.8% 14,057 $236K
Bank of New York Mellon Corp 0.00% Add +23.4% 13,217 $222K
Bard Associates Inc. 0.08% Add +7.6% 13,031 $219K
Bailard, Inc. 0.01% New 11,664 $196K
JPMorgan Chase & Co. 0.00% Reduce -44.9% 11,484 $193K
Morgan Stanley 0.00% Reduce -7.4% 10,136 $170K
Royal Bank of Canada 0.00% Reduce -1.4% 8,887 $149K
Barclays PLC 0.00% Reduce -12.9% 7,050 $118K
Deutsche Bank AG 0.00% Reduce -3.1% 5,723 $96K
Rhumbline Advisers 0.00% Add +21.4% 5,336 $90K
UBS Group AG 0.00% Add +12.4% 4,780 $80K
Citigroup Inc. 0.00% Add +13.3% 4,653 $78K
Bank of America Corp. 0.00% Reduce -15.3% 4,223 $71K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,963 $66K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +27.8% 3,814 $64K
FMR LLC 0.00% Reduce -10.4% 3,446 $58K
Russell Investments Group, Ltd. 0.00% Add +5337.1% 3,371 $57K
Corebridge Financial, Inc. 0.00% Add +24.9% 3,206 $54K
New York State Common Retirement Fund 0.00% No change 2,255 $38K
Cwm, LLC 0.00% Reduce -34.1% 1,727 $29K
Police & Firemen's Retirement System of New Jersey 0.00% New 1,667 $28K
SVB Wealth LLC 0.00% New 1,485 $25K
BNP Paribas Financial Markets 0.00% Add +2.7% 884 $15K
Osaic Holdings, Inc. 0.00% Reduce -17.0% 880 $15K
Tower Research Capital LLC (TRC) 0.00% Reduce -21.1% 593 $10K
Legal & General Group Plc 0.00% No change 542 $9K
Ameritas Investment Partners, Inc. 0.00% No change 392 $7K
California State Teachers Retirement System 0.00% No change 374 $6K
Amalgamated Bank 0.00% Add +41.3% 226 $4K
GAMMA Investing LLC 0.00% Add +1715.4% 236 $4K
Nisa Investment Advisors, LLC 0.00% Reduce -87.9% 126 $2K
Sterling Capital Management LLC 0.00% Add +333.3% 26 $436
EverSource Wealth Advisors, LLC 0.00% Add +100.0% 2 $34
IFP Advisors, Inc 0.00% No change 1 $17
True Wealth Design, LLC 0.00% Reduce -85.7% 1 $17

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