Evi IndustriesEVI

13F holders, Q1 2026 (March 31)
74holders +7
12new positions
7sold out
2famous investors
$20.61avg. 13F price*

At the end of Q1 2026, 74 institutions reported holding Evi Industries Inc. (EVI) in their 13F filings, up 7 from Q4 2025. 12 opened new positions and 7 sold out. The largest holders were Royce & Associates LP ($18.3M), Conestoga Capital Advisors, LLC ($14.4M) and BlackRock, Inc. ($8.0M). 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

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$4.8M
Exits7$26.4M

All 13F filers, Q4 2025 → Q1 2026: 558,210 shares bought and 1,350,002 shares sold, net −791,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 74 holders

Royce & Associates LP 0.18% Add +5.4% 889,891 $18.3M
Conestoga Capital Advisors, LLC 0.29% Reduce -19.6% 701,876 $14.4M
BlackRock, Inc. 0.00% Add +13.6% 387,792 $8.0M
Swedbank AB 0.01% No change 375,000 $7.7M
Vanguard Capital Management LLC 0.00% — 282,094 $5.8M
King Luther Capital Management Corp. 0.02% Reduce -2.4% 225,000 $4.6M
Empire Life Investments Inc. 0.21% Reduce -6.0% 158,407 $3.4M
Fifth Third Bancorp 0.01% New 150,710 $3.1M
FMR LLC 0.00% Add +4215.5% 143,533 $3.0M
Geode Capital Management, LLC 0.00% Add +21.5% 142,617 $2.9M
Captrust Financial Advisors 0.00% Reduce -4.0% 130,209 $2.7M
Raymond James Financial Inc. 0.00% Reduce -25.8% 127,935 $2.6M
Dimensional Fund Advisors LP 0.00% Add +3.9% 111,750 $2.3M
State Street Corp. 0.00% Add +3.4% 92,462 $1.9M
Sei Investments Co. 0.00% Add +59.3% 66,096 $1.4M
North Star Investment Management Corp. 0.08% Add +21.6% 62,000 $1.3M
Northern Trust Corp. 0.00% Add +27.1% 52,309 $1.1M
Pathstone Holdings, LLC 0.00% Reduce -2.5% 45,883 $944K
Goldman Sachs Group Inc. 0.00% Add +16.9% 42,353 $872K
Aristides Capital LLC 0.29% New 41,872 $862K
Vanguard Portfolio Management LLC 0.00% — 39,364 $810K
Vanguard Fiduciary Trust Co. 0.00% — 35,859 $738K
Heritage Investors Management Corp. 0.02% No change 24,178 $498K
O'shaughnessy Asset Management, LLC 0.00% Reduce -31.8% 22,759 $468K
Bank of New York Mellon Corp 0.00% Add +7.8% 19,402 $399K
BHK Investment Advisors, LLC 0.13% New 18,500 $381K
Charles Schwab Investment Management Inc. 0.00% Add +16.1% 17,758 $365K
Renaissance Technologies 0.00% Reduce -2.4% 16,297 $335K
Callan Family Office, LLC 0.01% Add +0.5% 14,694 $302K
Bard Associates Inc. 0.08% Reduce -0.5% 14,640 $301K
Citadel Advisors 0.00% New 12,441 $256K
Mackenzie Financial Corp. 0.00% New 9,923 $204K
Wells Fargo & Company 0.00% Reduce -42.4% 9,503 $196K
Rhumbline Advisers 0.00% Add +7.4% 6,577 $135K
Morgan Stanley 0.00% Reduce -26.6% 5,172 $106K
Hilltop National Bank 0.02% Reduce -1.1% 4,090 $84K
Los Angeles Capital Management LLC 0.00% Reduce -69.6% 4,041 $83K
Deutsche Bank AG 0.00% No change 4,017 $83K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,963 $82K
JPMorgan Chase & Co. 0.00% Reduce -46.4% 3,252 $67K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +37.0% 3,193 $66K
UBS Group AG 0.00% Reduce -24.6% 3,184 $66K
New York State Common Retirement Fund 0.00% No change 2,255 $46K
BNP Paribas Financial Markets 0.00% Add +18.8% 1,982 $41K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,667 $34K
Barclays PLC 0.00% Reduce -80.4% 1,547 $32K
Vanguard Global Advisers, LLC 0.00% — 1,440 $30K
Tower Research Capital LLC (TRC) 0.00% Add +129.4% 952 $20K
Osaic Holdings, Inc. 0.00% No change 880 $18K
Royal Bank of Canada 0.00% Add +125.8% 795 $16K
Legal & General Group Plc 0.00% Add +50.5% 703 $14K
Russell Investments Group, Ltd. 0.00% Add +4.4% 473 $10K
Ameritas Investment Partners, Inc. 0.00% No change 392 $8K
California State Teachers Retirement System 0.00% Add +22.4% 382 $8K
State of Alaska, Department of Revenue 0.00% No change 364 $7K
Cwm, LLC 0.00% Add +74.3% 326 $7K
Rockefeller Capital Management L.P. 0.00% Add +258.1% 308 $6K
Citigroup Inc. 0.00% Add +50.6% 256 $5K
Sterling Capital Management LLC 0.00% Reduce -22.6% 226 $5K
GAMMA Investing LLC 0.00% Add +13.5% 126 $3K
Nisa Investment Advisors, LLC 0.00% No change 126 $3K
PNC Financial Services Group, Inc. 0.00% New 29 $597
EverSource Wealth Advisors, LLC 0.00% Add +275.0% 15 $310
Essential Partners LLC 0.00% Add +1000.0% 11 $226
Arax Advisory Partners 0.00% Reduce -92.3% 7 $144
Allworth Financial LP 0.00% New 6 $124
Root Financial Partners, LLC 0.00% New 5 $103
Rothschild Investment LLC 0.00% New 3 $62
MAI Capital Management 0.00% New 2 $42
Wealth Preservation Advisors, LLC 0.00% New 2 $41
Sunbelt Securities, Inc. 0.00% No change 1 $21
IFP Advisors, Inc 0.00% No change 1 $21
True Wealth Design, LLC 0.00% No change 1 $21
Farther Finance Advisors, LLC 0.00% New 1 $21

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