Evi IndustriesEVI

13F holders, Q4 2025 (December 31)
67holders −1
5new positions
5sold out
1famous investor
$24.65avg. 13F price*

At the end of Q4 2025, 67 institutions reported holding Evi Industries Inc. (EVI) in their 13F filings, down 1 from Q3 2025. 5 opened new positions and 5 sold out. The largest holders were Gemmer Asset Management LLC ($25.2M), Conestoga Capital Advisors, LLC ($21.5M) and Royce & Associates LP ($20.8M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$1.6M
Exits5$2.3M

All 13F filers, Q3 2025 → Q4 2025: 309,785 shares bought and 149,761 shares sold, net +160,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Gemmer Asset Management LLC 1.94% No change 1,022,495 $25.2M
Conestoga Capital Advisors, LLC 0.36% Add +8.2% 872,555 $21.5M
Royce & Associates LP 0.21% Add +4.5% 844,417 $20.8M
Swedbank AB 0.01% No change 375,000 $9.2M
BlackRock, Inc. 0.00% Add +0.0% 341,405 $8.4M
Vanguard Group Inc. 0.00% Add +1.4% 319,685 $7.9M
King Luther Capital Management Corp. 0.02% Add +5.0% 230,500 $5.7M
Raymond James Financial Inc. 0.00% Reduce -9.5% 172,416 $4.2M
Empire Life Investments Inc. 0.23% Add +0.3% 168,427 $4.2M
Comerica Bank 0.01% Add +66.1% 150,710 $3.7M
Captrust Financial Advisors 0.01% Reduce 0.0% 135,661 $3.3M
Geode Capital Management, LLC 0.00% Reduce -0.5% 117,415 $2.9M
Dimensional Fund Advisors LP 0.00% Add +3.0% 107,563 $2.7M
State Street Corp. 0.00% Add +0.8% 89,460 $2.2M
North Star Investment Management Corp. 0.08% Add +218.8% 51,000 $1.3M
Pathstone Holdings, LLC 0.00% Reduce -5.0% 47,061 $1.2M
Sei Investments Co. 0.00% New 41,483 $1.0M
Northern Trust Corp. 0.00% Reduce -2.0% 41,162 $1.0M
Goldman Sachs Group Inc. 0.00% Add +42.2% 36,219 $892K
O'shaughnessy Asset Management, LLC 0.00% Reduce -1.8% 33,347 $822K
Heritage Investors Management Corp. 0.02% No change 24,178 $596K
Ritholtz Wealth Management 0.01% Reduce -1.7% 22,985 $566K
Bank of New York Mellon Corp 0.00% Add +39.6% 17,994 $443K
Renaissance Technologies 0.00% Add +4.4% 16,697 $411K
Wells Fargo & Company 0.00% Add +12.7% 16,498 $407K
Charles Schwab Investment Management Inc. 0.00% No change 15,296 $377K
Los Angeles Capital Management LLC 0.00% No change 13,301 $366K
Bard Associates Inc. 0.09% Add +4.5% 14,720 $363K
Callan Family Office, LLC 0.01% New 14,620 $360K
Jacobs Levy Equity Management, Inc. 0.00% Add +14.9% 12,851 $317K
Bailard, Inc. 0.01% New 10,234 $252K
Barclays PLC 0.00% Add +5.8% 7,900 $195K
Morgan Stanley 0.00% Add +12.1% 7,049 $174K
Rhumbline Advisers 0.00% Reduce -11.9% 6,123 $151K
JPMorgan Chase & Co. 0.00% Reduce -18.2% 6,072 $150K
Bank of America Corp. 0.00% Add +46.8% 4,339 $107K
UBS Group AG 0.00% Add +72.7% 4,221 $104K
Hilltop National Bank 0.02% No change 4,135 $102K
Deutsche Bank AG 0.00% Add +17.5% 4,017 $99K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,963 $98K
FMR LLC 0.00% Reduce -93.9% 3,326 $82K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.2% 2,330 $57K
New York State Common Retirement Fund 0.00% No change 2,255 $56K
BNP Paribas Financial Markets 0.00% Add +5.8% 1,669 $41K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,667 $41K
Osaic Holdings, Inc. 0.00% No change 880 $22K
Legal & General Group Plc 0.00% No change 467 $12K
Russell Investments Group, Ltd. 0.00% No change 453 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -19.1% 415 $10K
Ameritas Investment Partners, Inc. 0.00% No change 392 $10K
Royal Bank of Canada 0.00% Add +0.3% 352 $9K
State of Alaska, Department of Revenue 0.00% New 364 $8K
California State Teachers Retirement System 0.00% Reduce -16.8% 312 $8K
Sterling Capital Management LLC 0.00% Reduce -16.3% 292 $7K
Cwm, LLC 0.00% Add +4.5% 187 $5K
Citigroup Inc. 0.00% Add +95.4% 170 $4K
Amalgamated Bank 0.00% Reduce -29.6% 159 $4K
Nisa Investment Advisors, LLC 0.00% No change 126 $3K
GAMMA Investing LLC 0.00% No change 111 $3K
Arax Advisory Partners 0.00% Add +175.8% 91 $2K
Rockefeller Capital Management L.P. 0.00% New 86 $2K
Covestor Ltd 0.00% Add +100.0% 24 $1K
EverSource Wealth Advisors, LLC 0.00% No change 4 $99
Sunbelt Securities, Inc. 0.00% No change 1 $25
IFP Advisors, Inc 0.00% No change 1 $25
True Wealth Design, LLC 0.00% No change 1 $25
Essential Partners LLC 0.00% No change 1 $25

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