EVI INDUSTRIES, INC. - EVI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gemmer Asset Management LLC | History | No change | 1,022,495 | 25,194 | 1.94% | 2.61% | 1 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 872,555 | 21,499 | 0.36% | 0.41% | 2 | +65,885 | 8.17% | Q4 2025 | Feb 02, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 844,417 | 20,806 | 0.21% | 0.25% | 3 | +36,272 | 4.49% | Q4 2025 | Feb 09, 2026 |
| Swedbank AB | History | No change | 375,000 | 9,240 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 341,405 | 8,412 | 0.0% | 0.0% | 5 | +53 | 0.02% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 319,685 | 7,877 | 0.0% | 0.0% | 6 | +4,337 | 1.38% | Q4 2025 | Jan 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 230,500 | 5,679 | 0.02% | 0.03% | 7 | +11,057 | 5.04% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 172,416 | 4,248 | 0.0% | 0.0% | 8 | -18,096 | -9.5% | Q4 2025 | Feb 18, 2026 |
| Empire Life Investments Inc. | History | Added to | 168,427 | 4,150 | 0.23% | 0.31% | 9 | +547 | 0.33% | Q4 2025 | Feb 04, 2026 |
| COMERICA BANK | History | Added to | 150,710 | 3,713 | 0.01% | 0.01% | 10 | +59,965 | 66.08% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 135,661 | 3,342 | 0.01% | 0.01% | 11 | -2 | -0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 117,415 | 2,893 | 0.0% | 0.0% | 12 | -610 | -0.52% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 107,563 | 2,652 | 0.0% | 0.0% | 13 | +3,183 | 3.05% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 89,460 | 2,204 | 0.0% | 0.0% | 14 | +715 | 0.81% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 51,000 | 1,256 | 0.08% | 0.03% | 15 | +35,000 | 218.75% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 47,061 | 1,159 | 0.0% | — | 16 | +47,061 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 41,483 | 1,022 | 0.0% | — | 17 | +41,483 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 41,162 | 1,014 | 0.0% | 0.0% | 18 | -852 | -2.03% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 36,219 | 892 | 0.0% | 0.0% | 19 | +10,748 | 42.2% | Q4 2025 | Mar 25, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 33,347 | 821 | 0.0% | 0.01% | 20 | -604 | -1.78% | Q4 2025 | Feb 11, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 24,178 | 596 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 22,985 | 566 | 0.01% | 0.01% | 22 | -406 | -1.74% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 17,994 | 443 | 0.0% | 0.0% | 23 | +5,109 | 39.65% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 16,697 | 411 | 0.0% | 0.0% | 24 | +700 | 4.38% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,498 | 406 | 0.0% | 0.0% | 25 | +1,852 | 12.65% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 15,296 | 376 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 13,301 | 366 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARD ASSOCIATES INC | History | Added to | 14,720 | 362 | 0.09% | 0.12% | 28 | +631 | 4.48% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 14,620 | 360 | 0.01% | — | 29 | +14,620 | New | Q4 2025 | Feb 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 12,851 | 316 | 0.0% | — | 30 | +12,851 | New | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | New | 10,234 | 252 | 0.01% | — | 31 | +10,234 | New | Q4 2025 | Feb 04, 2026 |
| BARCLAYS PLC | History | Added to | 7,900 | 194 | 0.0% | 0.0% | 32 | +431 | 5.77% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 7,049 | 173 | 0.0% | 0.0% | 33 | +759 | 12.07% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 6,123 | 150 | 0.0% | 0.0% | 34 | -829 | -11.92% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,072 | 149 | 0.0% | 0.0% | 35 | -1,349 | -18.18% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,339 | 106 | 0.0% | 0.0% | 36 | +1,383 | 46.79% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 4,221 | 104 | 0.0% | 0.0% | 37 | +1,777 | 72.71% | Q4 2025 | Jan 29, 2026 |
| Hilltop National Bank | History | No change | 4,135 | 101 | 0.02% | 0.03% | 38 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,017 | 98 | 0.0% | 0.0% | 39 | +597 | 17.46% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,963 | 97 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 3,326 | 81 | 0.0% | 0.0% | 41 | -51,562 | -93.94% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,330 | 57 | 0.0% | 0.0% | 42 | +72 | 3.19% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,255 | 55 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,669 | 41 | 0.0% | 0.0% | 44 | +92 | 5.83% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,667 | 41 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 880 | 21 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 467 | 11 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 453 | 11 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 415 | 10 | 0.0% | 0.0% | 49 | -98 | -19.1% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 352 | 9 | 0.0% | — | 50 | +352 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 392 | 9 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | New | 364 | 8 | 0.0% | — | 52 | +364 | New | Q4 2025 | Jan 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 312 | 7 | 0.0% | 0.0% | 53 | -63 | -16.8% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 292 | 7 | 0.0% | 0.0% | 54 | -57 | -16.33% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 187 | 5 | 0.0% | 0.0% | 55 | +8 | 4.47% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 170 | 4 | 0.0% | 0.0% | 56 | +83 | 95.4% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 159 | 4 | 0.0% | 0.0% | 57 | -67 | -29.65% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 126 | 3 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 86 | 2 | 0.0% | — | 60 | +86 | New | Q4 2025 | Mar 16, 2026 |
| Arax Advisory Partners | History | Added to | 91 | 2 | 0.0% | 0.0% | 59 | +58 | 175.76% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 111 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Covestor Ltd | History | Added to | 24 | 1 | 0.0% | — | 62 | +12 | 100.0% | Q4 2025 | Feb 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,518 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,711 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,431 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,745 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |