EVI · Evi Industries, Inc.

$15.19 -0.59 (-3.74%) At close · Aug 20

Market Cap

$199.60M

12.87M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 73

Total Value: $61,685,031

Total Shares: 4,173,551

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 73 13F filers · Δ vs Mar 31, 2026

Top Holder

16.9%

−2.7 pts

Top 5

52.3%

−5.8 pts

Top 10

71.0%

−5.1 pts

HHI

793

Broadly held−116

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: -33.9%

Shares held: -8.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small Aristides Capital LLC	+91,631	133,503
Mega CITADEL ADVISORS LLC	+63,349	75,790
Mega FMR LLC	+44,783	188,316
Large RENAISSANCE TECHNOLOGIES LLC	+39,600	55,897
Large FIFTH THIRD BANCORP	+24,640	175,350

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega Swedbank AB	−308,823	66,177
Large ROYCE & ASSOCIATES LP	−185,901	703,990
Mega BlackRock, Inc.	−34,828	352,964
Mid Conestoga Capital Advisors, LLC	−33,560	668,316
Mega VANGUARD CAPITAL MANAGEMENT LLC	−33,254	248,840

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large MARSHALL WACE, LLP	35,355	$522,546
Large HRT FINANCIAL LP	21,607	$319,351
Mega JANE STREET GROUP, LLC	18,491	$273,296
Mega MILLENNIUM MANAGEMENT LLC	15,314	$226,340
Mega BANK OF AMERICA CORP /DE/	14,712	$217,443

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC	22,759	$468,380
Mid Callan Family Office, LLC	14,694	$302,402
Large MACKENZIE FINANCIAL CORP	9,923	$204,215
Large LOS ANGELES CAPITAL MANAGEMENT LLC	4,041	$83,163
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	382	$7,861

Filter: New 10 Increased 19 Reduced 31 Sold out 11 Unchanged 13

Showing 73 of 73

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ROYCE & ASSOCIATES LP

$10,404,972

16.87%

703,990

Conestoga Capital Advisors, LLC

$9,877,710

16.01%

668,316

BlackRock, Inc.

$5,216,804

8.46%

352,964

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	16,441	$242,997	4.7%	Sole
BlackRock Investment Management, LLC	14,821	$219,054	4.2%	Sole
BLACKROCK ADVISORS LLC	10,676	$157,791	3.0%	Sole
BlackRock Fund Advisors	215,311	$3,182,296	61.0%	Sole
BlackRock Institutional Trust Company, N.A.	93,865	$1,387,324	26.6%	Sole
BlackRock Japan Co. Ltd	1,164	$17,203	0.3%	Sole
Aperio Group, LLC	686	$10,139	0.2%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$3,677,855

5.96%

248,840

KING LUTHER CAPITAL MANAGEMENT CORP

$3,103,800

5.03%

210,000

FMR LLC

$2,783,310

4.51%

188,316

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	188,316	$2,783,310	100.0%	Defined

FIFTH THIRD BANCORP

$2,591,673

4.20%

175,350

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	175,350	$2,591,673	100.0%	Defined

Empire Life Investments Inc.

$2,254,171

3.65%

152,515

Aristides Capital LLC

$1,973,174

3.20%

133,503

GEODE CAPITAL MANAGEMENT, LLC

$1,932,174

3.13%

130,729

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	20,335	$300,551	15.6%	Defined
Held directly	110,394	$1,631,623	84.4%	Defined

CAPTRUST FINANCIAL ADVISORS

$1,895,135

3.07%

128,223

DIMENSIONAL FUND ADVISORS LP

$1,816,178

2.94%

122,881

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,255	$18,548	1.0%	Defined
DFA Australia Ltd.	3,078	$45,492	2.5%	Defined
Dimensional Ireland Ltd	18,105	$267,591	14.7%	Defined
Held directly	100,443	$1,484,547	81.7%	Sole

RAYMOND JAMES FINANCIAL INC

$1,721,692

2.79%

116,488

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	116,448	$1,721,101	100.0%	Defined
Raymond James Financial Services Advisors, Inc.	40	$591	0.0%	Defined

STATE STREET CORP

$1,381,782

2.24%

93,490

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	93,490	$1,381,782	100.0%	Defined

CITADEL ADVISORS LLC

$1,120,176

1.82%

75,790

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	53,695	$793,612	70.8%	Defined
Held directly	22,095	$326,564	29.2%	Defined

Swedbank AB

$978,096

1.59%

66,177

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Swedbank Robur Fonder AB	66,177	$978,096	100.0%	Defined

North Star Investment Management Corp.

$916,360

1.49%

62,000

RENAISSANCE TECHNOLOGIES LLC

$826,157

1.34%

55,897

NORTHERN TRUST CORP

$689,353

1.12%

46,641

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	46,021	$680,190	98.7%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	620	$9,163	1.3%	Other

SEI INVESTMENTS CO

$586,440

0.95%

39,678

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	39,678	$586,440	100.0%	Sole

VANGUARD PORTFOLIO MANAGEMENT LLC

$532,774

0.86%

36,047

VANGUARD FIDUCIARY TRUST CO

$526,907

0.85%

35,650

MARSHALL WACE, LLP

$522,546

0.85%

35,355

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	35,355	$522,546	100.0%	Other

Pathstone Holdings, LLC

$440,428

0.71%

29,799

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	29,696	$438,906	99.7%	Defined
Held directly	103	$1,522	0.3%	Sole

HERITAGE INVESTORS MANAGEMENT CORP

$357,350

0.58%

24,178

GOLDMAN SACHS GROUP INC

$351,113

0.57%

23,756

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	12,734	$188,208	53.6%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	11,022	$162,905	46.4%	Defined

HRT FINANCIAL LP

$319,351

0.52%

21,607

Bank of New York Mellon Corp

$314,265

0.51%

21,263

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	12,632	$186,700	59.4%	Defined
The Bank of New York Mellon	8,630	$127,551	40.6%	Defined
Held directly	1	$14	0.0%	Defined

JANE STREET GROUP, LLC

$273,296

0.44%

18,491

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	7,697	$113,761	41.6%	Defined
Jane Street Global Trading, LLC	10,794	$159,535	58.4%	Defined

BHK Investment Advisors, LLC

$266,040

0.43%

18,000

MILLENNIUM MANAGEMENT LLC

$226,340

0.37%

15,314

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$224,360

0.36%

15,180

BANK OF AMERICA CORP /DE/

$217,443

0.35%

14,712

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	14,712	$217,443	100.0%	Defined

BARD ASSOCIATES INC

$216,379

0.35%

14,640

HSBC HOLDINGS PLC

$178,246

0.29%

12,060

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	12,060	$178,246	100.0%	Defined

Walleye Capital LLC

$172,024

0.28%

11,639

WELLS FARGO & COMPANY/MN

$70,396

0.11%

4,763

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	4,472	$66,096	93.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	291	$4,300	6.1%	Defined

RHUMBLINE ADVISERS

$64,056

0.10%

4,334

DEUTSCHE BANK AG\

$61,543

0.10%

4,164

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	4,164	$61,543	100.0%	Defined

Hilltop National Bank

$60,450

0.10%

4,090

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$58,573

0.09%

3,963

MORGAN STANLEY

$51,757

0.08%

3,502

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	138	$2,039	3.9%	Defined
MORGAN STANLEY & CO. LLC	1,586	$23,441	45.3%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	1,224	$18,090	35.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1	$14	0.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	553	$8,173	15.8%	Defined

UBS Group AG

$51,685

0.08%

3,497

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	2,967	$43,852	84.8%	Defined
UBS Securities LLC	530	$7,833	15.2%	Defined

Russell Investments Group, Ltd.

$50,000

0.08%

3,383

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	3,383	$50,000	100.0%	Defined

JPMORGAN CHASE & CO

$45,224

0.07%

3,060

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	2,237	$33,062	73.1%	Defined
J.P. Morgan Investment Management Inc.	64	$945	2.1%	Defined
J.P. Morgan Securities LLC	486	$7,183	15.9%	Defined
J.P. Morgan Securities plc	273	$4,034	8.9%	Defined

CITIGROUP INC

$45,182

0.07%

3,057

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	3,057	$45,182	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$36,344

0.06%

2,459

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	2,459	$36,344	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$33,328

0.05%

2,255

Police & Firemen's Retirement System of New Jersey

$24,638

0.04%

1,667

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	1,667	$24,638	100.0%	Defined

Vanguard Global Advisers, LLC

$21,283

0.03%

1,440

ROYAL BANK OF CANADA

$19,863

0.03%

1,344

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	179	$2,645	13.3%	Defined
RBC Capital Markets, LLC	1,165	$17,218	86.7%	Defined

Tower Research Capital LLC (TRC)

$19,479

0.03%

1,318

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	2	$29	0.1%	Other
Latour Trading LLC (Latour)	1,316	$19,450	99.9%	Defined

BNP PARIBAS ARBITRAGE, SA

$17,514

0.03%

1,185

BARCLAYS PLC

$13,065

0.02%

884

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	672	$9,932	76.0%	Defined
BARCLAYS CAPITAL INC.	212	$3,133	24.0%	Defined

OSAIC HOLDINGS, INC.

$13,006

0.02%

880

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	880	$13,006	100.0%	Defined

NewEdge Advisors, LLC

$11,528

0.02%

780

Legal & General Group Plc

$10,390

0.02%

703

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	703	$10,390	100.0%	Defined

Ameritas Investment Partners, Inc.

$5,793

0.01%

392

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	392	$5,793	100.0%	Other

State of Alaska, Department of Revenue

$5,379

0.01%

364

Sterling Capital Management LLC

$1,891

0.00%

128

NISA INVESTMENT ADVISORS, LLC

$1,507

0.00%

102

Arax Advisory Partners

$1,433

0.00%

Steward Partners Investment Advisory, LLC

$1,315

0.00%

Rockefeller Capital Management L.P.

$1,271

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	86	$1,271	100.0%	Defined

Integrated Wealth Concepts LLC

$443

0.00%

GAMMA Investing LLC

$236

0.00%

EverSource Wealth Advisors, LLC

$174

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	6	$87	50.0%	Sole
Held directly	6	$87	50.0%	Sole

IFP Advisors, Inc

$147

0.00%

Allworth Financial LP

$133

0.00%

ROTHSCHILD INVESTMENT LLC

$44

0.00%

True Wealth Design, LLC

$44

0.00%

Farther Finance Advisors, LLC

$29

0.00%

Essential Partners LLC

$14

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	29	$596	100.0%	Defined

Key facts CIK 65312 CUSIP 26929N102 13F (30d) 66 filings 66 filers Visit website Investor relations