Institutional Ownership Evi Industries, Inc. (EVI)
This table provides information about the institutional ownership of Evi Industries, Inc. (EVI). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
1,022,495
shares
|
$23.1 Million
2.74% of portfolio
|
Q4 2021
New holding
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
808,145
shares
|
$18.2 Million
0.28% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
806,670
shares
|
$18.2 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
375,000
shares
|
$8.46 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Broadcrest Asset Management, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
338,000
shares
|
$7.62 Million
31.75% of portfolio
|
Q3 2023
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
315,348
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
296,940
shares
|
$6.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
219,443
shares
|
$4.95 Million
0.03% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
190,512
shares
|
$4.3 Million
0.0% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
183,901
shares
|
$4.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
167,880
shares
|
$3.79 Million
0.33% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
145,111
shares
|
$3.27 Million
0.04% of portfolio
|
Q2 2022
Added 15.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
135,663
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
118,025
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
104,380
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
90,745
shares
|
$2.05 Million
0.01% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
88,745
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
49,524
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
42,014
shares
|
$947,415
0.0% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
36,518
shares
|
$823,480
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
33,951
shares
|
$765,595
0.01% of portfolio
|
Q3 2025
Added 210.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
25,471
shares
|
$574,371
0.0% of portfolio
|
Q3 2025
Added 115.93%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
24,178
shares
|
$545,213
0.02% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
23,391
shares
|
$527,467
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
16,000
shares
|
$360,800
0.03% of portfolio
|
Q1 2025
New holding
|
|