Who owns EVI Industries, Inc. (EVI)
Which tracked institutional funds hold EVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened EVI while 17 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EVI’s largest tracked holder by dollar value, Gemmer Asset Management LLC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EVI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 74 tracked filers holding EVI, 43 increased or opened the position and 28 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EVI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- FIFTH THIRD BANCORP$3M
- Aristides Capital LLC$862K
- VANGUARD PORTFOLIO MANAGEMENT LLC$810K
- VANGUARD FIDUCIARY TRUST CO$738K
Full exits 4
- Gemmer Asset Management LLC$25M
- VANGUARD GROUP INC$8M
- COMERICA BANK$4M
- RITHOLTZ WEALTH MANAGEMENT$566K
Largest adds
- FMR LLC$3M
- SEI INVESTMENTS CO$338K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$44M
- Conestoga Capital Advisors, LLC$7M
- ROYCE & ASSOCIATES LP$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Swedbank AB$2M
- KING LUTHER CAPITAL MANAGEMENT CORP$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ROYCE & ASSOCIATES LP added | 889,891 | $18M | 12.7% | 2026-Q1 |
| Conestoga Capital Advisors, LLC trimmed | 701,876 | $14M | 10.0% | 2026-Q1 |
| BlackRock, Inc. added | 387,792 | $8M | 5.5% | 2026-Q1 |
| Swedbank AB | 375,000 | $8M | 5.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 282,094 | $6M | 4.0% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 225,000 | $5M | 3.2% | 2026-Q1 |
| Empire Life Investments Inc. trimmed | 158,407 | $3M | 2.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 150,710 | $3M | 2.2% | 2026-Q1 |
| FMR LLC added | 143,533 | $3M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 142,617 | $3M | 2.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 130,209 | $3M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 127,935 | $3M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 111,750 | $2M | 1.6% | 2026-Q1 |
| STATE STREET CORP added | 92,462 | $2M | 1.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 66,096 | $1M | 0.9% | 2026-Q1 |
| North Star Investment Management Corp. added | 62,000 | $1M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 52,309 | $1M | 0.7% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 45,883 | $944K | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 42,353 | $872K | 0.6% | 2026-Q1 |
| Aristides Capital LLC new | 41,872 | $862K | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 39,364 | $810K | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 35,859 | $738K | 0.5% | 2026-Q1 |
| HERITAGE INVESTORS MANAGEMENT CORP | 24,178 | $498K | 0.3% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 22,759 | $468K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 19,402 | $399K | 0.3% | 2026-Q1 |
| BHK Investment Advisors, LLC new | 18,500 | $381K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 17,758 | $365K | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 16,297 | $335K | 0.2% | 2026-Q1 |
| Callan Family Office, LLC added | 14,694 | $302K | 0.2% | 2026-Q1 |
| BARD ASSOCIATES INC trimmed | 14,640 | $301K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 12,441 | $256K | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP new | 9,923 | $204K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 9,503 | $196K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 6,577 | $135K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,172 | $106K | 0.1% | 2026-Q1 |
| Hilltop National Bank trimmed | 4,090 | $84K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 4,041 | $83K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 4,017 | $83K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3,963 | $82K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 813 | $69K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,252 | $67K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,193 | $66K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 3,184 | $66K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,255 | $46K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,982 | $41K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,667 | $34K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,547 | $32K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,440 | $30K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 952 | $20K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 880 | $18K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 795 | $16K | 0.0% | 2026-Q1 |
| Legal & General Group Plc added | 703 | $14K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 473 | $10K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 392 | $8K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 382 | $8K | 0.0% | 2026-Q1 |
| State of Alaska, Department of Revenue | 364 | $7K | 0.0% | 2026-Q1 |
| CWM, LLC added | 326 | $7K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 308 | $6K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 256 | $5K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 226 | $5K | 0.0% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | 126 | $3K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC added | 126 | $3K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 29 | $597 | 0.0% | 2026-Q1 |
| Essential Partners LLC added | 11 | $226 | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 7 | $144 | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 6 | $124 | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 5 | $103 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC new | 3 | $62 | 0.0% | 2026-Q1 |
| MAI Capital Management new | 2 | $42 | 0.0% | 2026-Q1 |
| Wealth Preservation Advisors, LLC new | 2 | $41 | 0.0% | 2026-Q1 |
| True Wealth Design, LLC | 1 | $21 | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 1 | $21 | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 1 | $21 | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 1 | $21 | 0.0% | 2026-Q1 |
| Gemmer Asset Management LLC | 1,022,495 | $25M | 17.5% | 2025-Q4 stale |
| Broadcrest Asset Management, LLC | 338,000 | $11M | 7.4% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 319,685 | $8M | 5.5% | 2025-Q4 stale |
| COMERICA BANK added | 150,710 | $4M | 2.6% | 2025-Q4 stale |
| NATIXIS ADVISORS, LLC added | 36,518 | $1M | 0.8% | 2025-Q3 stale |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 22,985 | $566K | 0.4% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 12,851 | $317K | 0.2% | 2025-Q4 stale |
| BAILARD, INC. trimmed | 10,234 | $252K | 0.2% | 2025-Q4 stale |
| Nuveen, LLC new | 7,431 | $235K | 0.2% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 7,298 | $231K | 0.2% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. trimmed | 6,745 | $213K | 0.1% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ added | 4,339 | $107K | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. added | 3,206 | $54K | 0.0% | 2025-Q1 stale |
| SVB WEALTH LLC new | 1,485 | $25K | 0.0% | 2025-Q1 stale |
| AMALGAMATED BANK trimmed | 159 | $4K | 0.0% | 2025-Q4 stale |
| Covestor Ltd added | 24 | $1K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.