Evi IndustriesEVI

13F holders, Q3 2025 (September 30)
68holders +11
10new positions
0sold out
2famous investors
$31.62avg. 13F price*

At the end of Q3 2025, 68 institutions reported holding Evi Industries Inc. (EVI) in their 13F filings, up 11 from Q2 2025. 10 opened new positions and 0 sold out. The largest holders were Gemmer Asset Management LLC ($32.3M), Royce & Associates LP ($25.5M) and Conestoga Capital Advisors, LLC ($25.5M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$2.2M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 255,717 shares bought and 87,003 shares sold, net +168,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

Gemmer Asset Management LLC 2.60% No change 1,022,495 $32.3M
Royce & Associates LP 0.25% Add +9.9% 808,145 $25.5M
Conestoga Capital Advisors, LLC 0.41% Reduce -3.2% 806,670 $25.5M
Swedbank AB 0.01% No change 375,000 $11.9M
BlackRock, Inc. 0.00% Reduce -5.8% 341,352 $10.8M
Broadcrest Asset Management, LLC 24.24% No change 338,000 $10.7M
Vanguard Group Inc. 0.00% Reduce -0.4% 315,348 $10.0M
King Luther Capital Management Corp. 0.03% Add +4.3% 219,443 $6.9M
Raymond James Financial Inc. 0.00% Add +5.5% 190,512 $6.0M
Empire Life Investments Inc. 0.31% Add +0.3% 167,880 $5.3M
Captrust Financial Advisors 0.01% Reduce -5.3% 135,663 $4.3M
Geode Capital Management, LLC 0.00% Reduce -0.5% 118,025 $3.7M
Dimensional Fund Advisors LP 0.00% Add +0.8% 104,380 $3.3M
Comerica Bank 0.01% No change 90,745 $2.9M
State Street Corp. 0.00% Reduce -0.1% 88,745 $2.8M
FMR LLC 0.00% Add +1580.6% 54,888 $1.7M
Pathstone Holdings, LLC 0.01% Add +1.4% 49,524 $1.6M
Northern Trust Corp. 0.00% Reduce -6.8% 42,014 $1.3M
Natixis Advisors, LLC 0.00% Add +1.7% 36,518 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +210.5% 33,951 $1.1M
Goldman Sachs Group Inc. 0.00% Add +115.9% 25,471 $805K
Heritage Investors Management Corp. 0.02% Reduce -2.8% 24,178 $764K
Ritholtz Wealth Management 0.01% New 23,391 $739K
North Star Investment Management Corp. 0.03% No change 16,000 $506K
Renaissance Technologies 0.00% Add +0.6% 15,997 $506K
Charles Schwab Investment Management Inc. 0.00% No change 15,296 $484K
Citadel Advisors 0.00% New 14,711 $465K
Wells Fargo & Company 0.00% Add +4.5% 14,646 $463K
Bard Associates Inc. 0.12% Add +0.5% 14,089 $450K
Los Angeles Capital Management LLC 0.00% Reduce -23.9% 13,301 $420K
Bank of New York Mellon Corp 0.00% Reduce -3.8% 12,885 $407K
Jacobs Levy Equity Management, Inc. 0.00% New 11,180 $353K
Barclays PLC 0.00% Reduce -35.1% 7,469 $236K
Nuveen, LLC 0.00% New 7,431 $235K
JPMorgan Chase & Co. 0.00% Reduce -7.7% 7,421 $235K
Jane Street Group, LLC 0.00% New 7,298 $231K
Rhumbline Advisers 0.00% Reduce -1.1% 6,952 $220K
J.W. Cole Advisors, Inc. 0.00% New 6,745 $213K
Morgan Stanley 0.00% Reduce -37.7% 6,290 $199K
Hilltop National Bank 0.03% No change 4,135 $131K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,963 $125K
Deutsche Bank AG 0.00% No change 3,420 $108K
Bank of America Corp. 0.00% Add +6.1% 2,956 $93K
UBS Group AG 0.00% Add +2.2% 2,444 $77K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -18.4% 2,258 $71K
New York State Common Retirement Fund 0.00% No change 2,255 $71K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,667 $53K
BNP Paribas Financial Markets 0.00% Add +45.2% 1,577 $50K
Osaic Holdings, Inc. 0.00% No change 880 $28K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.4% 513 $16K
Legal & General Group Plc 0.00% No change 467 $15K
Russell Investments Group, Ltd. 0.00% Add +1232.3% 453 $14K
Ameritas Investment Partners, Inc. 0.00% No change 392 $12K
Royal Bank of Canada 0.00% Reduce -96.2% 351 $12K
California State Teachers Retirement System 0.00% Add +0.3% 375 $12K
Sterling Capital Management LLC 0.00% Add +154.7% 349 $11K
Amalgamated Bank 0.00% No change 226 $7K
Cwm, LLC 0.00% Add +15.5% 179 $6K
Nisa Investment Advisors, LLC 0.00% No change 126 $4K
GAMMA Investing LLC 0.00% Reduce -0.9% 111 $4K
Citigroup Inc. 0.00% Reduce -94.9% 87 $3K
Arax Advisory Partners 0.00% New 33 $1K
EverSource Wealth Advisors, LLC 0.00% No change 4 $126
Sunbelt Securities, Inc. 0.00% New 1 $32
IFP Advisors, Inc 0.00% Add +0.0% 1 $32
True Wealth Design, LLC 0.00% No change 1 $32
Essential Partners LLC 0.00% New 1 $32
Covestor Ltd 0.00% New 12 $0

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