EVI INDUSTRIES, INC. - EVI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | History | Added to | 889,891 | 18,313 | 0.18% | 0.21% | 1 | +45,474 | 5.39% | Q1 2026 | May 12, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 701,876 | 14,444 | 0.29% | 0.36% | 2 | -170,679 | -19.56% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | Added to | 387,792 | 7,980 | 0.0% | 0.0% | 3 | +46,387 | 13.59% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 319,685 | 7,877 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Swedbank AB | History | No change | 375,000 | 7,717 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 282,094 | 5,805 | 0.0% | — | 6 | +282,094 | New | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 225,000 | 4,630 | 0.02% | 0.02% | 7 | -5,500 | -2.39% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 150,710 | 3,713 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Empire Life Investments Inc. | History | Reduced | 158,407 | 3,389 | 0.21% | 0.23% | 9 | -10,020 | -5.95% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 150,710 | 3,101 | 0.01% | — | 10 | +150,710 | New | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 143,533 | 2,953 | 0.0% | 0.0% | 11 | +140,207 | 4215.48% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 142,617 | 2,935 | 0.0% | 0.0% | 12 | +25,202 | 21.46% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 130,209 | 2,679 | 0.0% | 0.01% | 13 | -5,452 | -4.02% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 127,935 | 2,632 | 0.0% | 0.0% | 14 | -44,481 | -25.8% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 111,750 | 2,299 | 0.0% | 0.0% | 15 | +4,187 | 3.89% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 92,462 | 1,902 | 0.0% | 0.0% | 16 | +3,002 | 3.36% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 66,096 | 1,360 | 0.0% | 0.0% | 17 | +24,613 | 59.33% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 62,000 | 1,275 | 0.08% | 0.08% | 18 | +11,000 | 21.57% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 52,309 | 1,076 | 0.0% | 0.0% | 19 | +11,147 | 27.08% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 45,883 | 944 | 0.0% | 0.0% | 20 | -1,178 | -2.5% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 42,353 | 871 | 0.0% | 0.0% | 21 | +6,134 | 16.94% | Q1 2026 | May 15, 2026 |
| Aristides Capital LLC | History | New | 41,872 | 861 | 0.19% | — | 22 | +41,872 | New | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 39,364 | 810 | 0.0% | — | 23 | +39,364 | New | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 35,859 | 737 | 0.0% | — | 24 | +35,859 | New | Q1 2026 | May 08, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 24,178 | 498 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 22,759 | 468 | 0.0% | 0.0% | 26 | -10,588 | -31.75% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 19,402 | 399 | 0.0% | 0.0% | 27 | +1,408 | 7.82% | Q1 2026 | May 05, 2026 |
| BHK Investment Advisors, LLC | History | New | 18,500 | 380 | 0.13% | — | 28 | +18,500 | New | Q1 2026 | Apr 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 17,758 | 365 | 0.0% | 0.0% | 29 | +2,462 | 16.1% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 16,297 | 335 | 0.0% | 0.0% | 30 | -400 | -2.4% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 14,694 | 302 | 0.01% | 0.01% | 31 | +74 | 0.51% | Q1 2026 | May 13, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 14,640 | 301 | 0.08% | 0.09% | 32 | -80 | -0.54% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,441 | 256 | 0.0% | — | 33 | +12,441 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 9,923 | 204 | 0.0% | — | 34 | +9,923 | New | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,503 | 195 | 0.0% | 0.0% | 35 | -6,995 | -42.4% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 6,577 | 135 | 0.0% | 0.0% | 36 | +454 | 7.41% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 5,172 | 106 | 0.0% | 0.0% | 37 | -1,877 | -26.63% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | Reduced | 4,090 | 84 | 0.02% | 0.02% | 38 | -45 | -1.09% | Q1 2026 | Apr 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 4,041 | 83 | 0.0% | 0.0% | 39 | -9,260 | -69.62% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,017 | 82 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,963 | 81 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,252 | 67 | 0.0% | 0.0% | 42 | -2,820 | -46.44% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 3,184 | 65 | 0.0% | 0.0% | 43 | -1,037 | -24.57% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,193 | 65 | 0.0% | 0.0% | 44 | +863 | 37.04% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,255 | 46 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,982 | 40 | 0.0% | 0.0% | 46 | +313 | 18.75% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,667 | 34 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 1,547 | 31 | 0.0% | 0.0% | 48 | -6,353 | -80.42% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,440 | 29 | 0.0% | — | 49 | +1,440 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 952 | 19 | 0.0% | 0.0% | 50 | +537 | 129.4% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 880 | 18 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 795 | 16 | 0.0% | 0.0% | 52 | +443 | 125.85% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 703 | 14 | 0.0% | 0.0% | 53 | +236 | 50.54% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 473 | 9 | 0.0% | 0.0% | 54 | +20 | 4.42% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 392 | 8 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 382 | 7 | 0.0% | 0.0% | 56 | +70 | 22.44% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 364 | 7 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 308 | 6 | 0.0% | 0.0% | 59 | +222 | 258.14% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 326 | 6 | 0.0% | 0.0% | 58 | +139 | 74.33% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 256 | 5 | 0.0% | 0.0% | 60 | +86 | 50.59% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 226 | 4 | 0.0% | 0.0% | 61 | -66 | -22.6% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 126 | 2 | 0.0% | 0.0% | 63 | +15 | 13.51% | Q1 2026 | Apr 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 126 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Gemmer Asset Management LLC | History | Closed out | 0 | 0 | — | 1.94% | — | -1,022,495 | -100.0% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -22,985 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,851 | -100.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,234 | -100.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -4,339 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 7 | 0 | — | 0.0% | — | -84 | -92.31% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 15 | 0 | — | — | — | +11 | 275.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 11 | 0 | — | — | — | +10 | 1000.0% | Q1 2026 | May 21, 2026 |
| Allworth Financial LP | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |