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 58 institutions that hold shares in the stock, with a total of 5.67 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,022,495
shares
|
$26.3 Million
1.95% of portfolio
|
Q4 2021
New holding
|
|
|
Conestoga Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
811,660
shares
|
$20.9 Million
0.21% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
706,635
shares
|
$18.2 Million
0.14% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
375,000
shares
|
$9.66 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Broadcrest Asset Management, LLC
Winter Park, FL |
May 09, 2025 Q1 2025 |
338,000
shares
|
$8.71 Million
18.02% of portfolio
|
Q3 2023
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
327,050
shares
|
$8.43 Million
0.0% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
296,940
shares
|
$7.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
186,453
shares
|
$4.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
185,500
shares
|
$4.78 Million
0.01% of portfolio
|
Q4 2024
Added 416.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
183,901
shares
|
$4.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
183,437
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
145,111
shares
|
$3.74 Million
0.04% of portfolio
|
Q2 2022
Added 15.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
144,533
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
130,653
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
99,169
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
90,745
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
88,217
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
56,582
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
47,698
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
35,678
shares
|
$919,422
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
24,862
shares
|
$640,693
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
18,509
shares
|
$476,976
0.0% of portfolio
|
Q1 2025
Added 23.56%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
16,000
shares
|
$412,320
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
14,797
shares
|
$381,318
0.0% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
14,249
shares
|
$367,196
0.0% of portfolio
|
Q1 2025
Reduced 9.79%
|