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 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,022,495
shares
|
$23 Million
2.06% of portfolio
|
Q4 2021
New holding
|
|
|
Conestoga Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
833,551
shares
|
$18.7 Million
0.27% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
735,126
shares
|
$16.5 Million
0.17% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
375,000
shares
|
$8.43 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Broadcrest Asset Management, LLC
Winter Park, FL |
Aug 11, 2025 Q2 2025 |
338,000
shares
|
$7.6 Million
16.61% of portfolio
|
Q3 2023
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
316,756
shares
|
$7.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
296,940
shares
|
$6.68 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
210,500
shares
|
$4.73 Million
0.02% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
183,901
shares
|
$4.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
180,629
shares
|
$4.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
167,434
shares
|
$3.77 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
145,111
shares
|
$3.26 Million
0.04% of portfolio
|
Q2 2022
Added 15.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
143,255
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
118,613
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
103,528
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
90,745
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
88,871
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
48,859
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
45,097
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.3%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,896
shares
|
$807,301
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
24,862
shares
|
$559,146
0.02% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
17,466
shares
|
$392,810
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
16,000
shares
|
$359,840
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
15,897
shares
|
$357,523
0.0% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
15,296
shares
|
$344,007
0.0% of portfolio
|
Q2 2025
Reduced 17.36%
|