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 | Reduced | 703,990 | 10,404 | 0.08% | 0.18% | 1 | -185,901 | -20.89% | Q2 2026 | Aug 14, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 668,316 | 9,877 | 0.21% | 0.29% | 2 | -33,560 | -4.78% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | Reduced | 352,964 | 5,216 | 0.0% | 0.0% | 3 | -34,828 | -8.98% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 248,840 | 3,677 | 0.0% | 0.0% | 4 | -33,254 | -11.79% | Q2 2026 | Aug 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 210,000 | 3,103 | 0.01% | 0.02% | 5 | -15,000 | -6.67% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Added to | 188,316 | 2,783 | 0.0% | 0.0% | 6 | +44,783 | 31.2% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 175,350 | 2,591 | 0.0% | 0.01% | 7 | +24,640 | 16.35% | Q2 2026 | Aug 05, 2026 |
| Empire Life Investments Inc. | History | Reduced | 152,515 | 2,254 | 0.13% | 0.21% | 8 | -5,892 | -3.72% | Q2 2026 | Jul 24, 2026 |
| Aristides Capital LLC | History | Added to | 133,503 | 1,973 | 0.38% | 0.19% | 9 | +91,631 | 218.84% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 130,729 | 1,932 | 0.0% | 0.0% | 10 | -11,888 | -8.34% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 128,223 | 1,895 | 0.0% | 0.0% | 11 | -1,986 | -1.53% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 122,881 | 1,816 | 0.0% | 0.0% | 12 | +11,131 | 9.96% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 116,488 | 1,721 | 0.0% | 0.0% | 13 | -11,447 | -8.95% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 93,490 | 1,381 | 0.0% | 0.0% | 14 | +1,028 | 1.11% | Q2 2026 | Sep 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 75,790 | 1,120 | 0.0% | 0.0% | 15 | +63,349 | 509.2% | Q2 2026 | Sep 02, 2026 |
| Swedbank AB | History | Reduced | 66,177 | 978 | 0.0% | 0.01% | 16 | -308,823 | -82.35% | Q2 2026 | Jul 15, 2026 |
| North Star Investment Management Corp. | History | No change | 62,000 | 916 | 0.05% | 0.08% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 55,897 | 826 | 0.0% | 0.0% | 18 | +39,600 | 242.99% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 46,641 | 689 | 0.0% | 0.0% | 19 | -5,668 | -10.84% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 39,678 | 586 | 0.0% | 0.0% | 20 | -26,418 | -39.97% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 36,047 | 532 | 0.0% | 0.0% | 21 | -3,317 | -8.43% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 35,650 | 526 | 0.0% | 0.0% | 22 | -209 | -0.58% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | New | 35,355 | 522 | 0.0% | — | 23 | +35,355 | New | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 29,799 | 440 | 0.0% | 0.0% | 24 | -16,084 | -35.05% | Q2 2026 | Aug 13, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 24,178 | 357 | 0.01% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 23,756 | 351 | 0.0% | 0.0% | 26 | -18,597 | -43.91% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 21,607 | 319 | 0.0% | — | 27 | +21,607 | New | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 21,263 | 314 | 0.0% | 0.0% | 28 | +1,861 | 9.59% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,491 | 273 | 0.0% | — | 29 | +18,491 | New | Q2 2026 | Aug 14, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 18,000 | 266 | 0.08% | 0.13% | 30 | -500 | -2.7% | Q2 2026 | Jul 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 15,314 | 226 | 0.0% | — | 31 | +15,314 | New | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 15,180 | 224 | 0.0% | 0.0% | 32 | -2,578 | -14.52% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 14,712 | 217 | 0.0% | — | 33 | +14,712 | New | Q2 2026 | Aug 14, 2026 |
| BARD ASSOCIATES INC | History | No change | 14,640 | 216 | 0.05% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | New | 12,060 | 177 | 0.0% | — | 35 | +12,060 | New | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | New | 11,639 | 172 | 0.0% | — | 36 | +11,639 | New | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,763 | 70 | 0.0% | 0.0% | 37 | -4,740 | -49.88% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,334 | 64 | 0.0% | 0.0% | 38 | -2,243 | -34.1% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,164 | 61 | 0.0% | 0.0% | 39 | +147 | 3.66% | Q2 2026 | Aug 07, 2026 |
| Hilltop National Bank | History | No change | 4,090 | 60 | 0.01% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,963 | 58 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 3,502 | 51 | 0.0% | 0.0% | 42 | -1,670 | -32.29% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 3,497 | 51 | 0.0% | 0.0% | 43 | +313 | 9.83% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,383 | 50 | 0.0% | 0.0% | 44 | +2,910 | 615.22% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 3,057 | 45 | 0.0% | 0.0% | 46 | +2,801 | 1094.14% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,060 | 45 | 0.0% | 0.0% | 45 | -192 | -5.9% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,459 | 36 | 0.0% | 0.0% | 47 | -734 | -22.99% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,255 | 33 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,667 | 24 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,440 | 21 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,344 | 20 | 0.0% | 0.0% | 51 | +549 | 69.06% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,318 | 19 | 0.0% | 0.0% | 52 | +366 | 38.45% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,185 | 17 | 0.0% | 0.0% | 53 | -797 | -40.21% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 884 | 13 | 0.0% | 0.0% | 54 | -663 | -42.86% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 880 | 13 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | New | 780 | 11 | 0.0% | — | 56 | +780 | New | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 703 | 10 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 326 | 6 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 392 | 5 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 364 | 5 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 74 | 1 | 0.0% | 0.0% | 62 | -308 | -80.63% | Q2 2026 | Aug 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 86 | 1 | 0.0% | 0.0% | 65 | -222 | -72.08% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 128 | 1 | 0.0% | 0.0% | 63 | -98 | -43.36% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | Added to | 97 | 1 | 0.0% | — | 64 | +90 | 1285.71% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 89 | 1 | 0.0% | — | 66 | +89 | New | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 102 | 1 | 0.0% | 0.0% | 61 | -24 | -19.05% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,759 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,694 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,923 | -100.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,041 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -110 | -87.3% | Q2 2026 | Jul 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Reduced | 1 | 0 | — | — | — | -10 | -90.91% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 10 | 0 | — | — | — | +9 | 900.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 12 | 0 | — | — | — | -3 | -20.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q2 2026 | Jul 16, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |