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Institutional Ownership · SEC Form 13F

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.

74
Institutional holders
5M
Shares held (tracked funds)
64.2%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
ROYCE & ASSOCIATES LP added889,891$18M12.7%2026-Q1
Conestoga Capital Advisors, LLC trimmed701,876$14M10.0%2026-Q1
BlackRock, Inc. added387,792$8M5.5%2026-Q1
Swedbank AB375,000$8M5.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new282,094$6M4.0%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP trimmed225,000$5M3.2%2026-Q1
Empire Life Investments Inc. trimmed158,407$3M2.4%2026-Q1
FIFTH THIRD BANCORP added150,710$3M2.2%2026-Q1
FMR LLC added143,533$3M2.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added142,617$3M2.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed130,209$3M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed127,935$3M1.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added111,750$2M1.6%2026-Q1
STATE STREET CORP added92,462$2M1.3%2026-Q1
SEI INVESTMENTS CO added66,096$1M0.9%2026-Q1
North Star Investment Management Corp. added62,000$1M0.9%2026-Q1
NORTHERN TRUST CORP added52,309$1M0.7%2026-Q1
Pathstone Holdings, LLC trimmed45,883$944K0.7%2026-Q1
GOLDMAN SACHS GROUP INC added42,353$872K0.6%2026-Q1
Aristides Capital LLC new41,872$862K0.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new39,364$810K0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new35,859$738K0.5%2026-Q1
HERITAGE INVESTORS MANAGEMENT CORP24,178$498K0.3%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed22,759$468K0.3%2026-Q1
Bank of New York Mellon Corp added19,402$399K0.3%2026-Q1
BHK Investment Advisors, LLC new18,500$381K0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added17,758$365K0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed16,297$335K0.2%2026-Q1
Callan Family Office, LLC added14,694$302K0.2%2026-Q1
BARD ASSOCIATES INC trimmed14,640$301K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed12,441$256K0.2%2026-Q1
MACKENZIE FINANCIAL CORP new9,923$204K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed9,503$196K0.1%2026-Q1
RHUMBLINE ADVISERS added6,577$135K0.1%2026-Q1
MORGAN STANLEY trimmed5,172$106K0.1%2026-Q1
Hilltop National Bank trimmed4,090$84K0.1%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed4,041$83K0.1%2026-Q1
DEUTSCHE BANK AG\4,017$83K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed3,963$82K0.1%2026-Q1
EverSource Wealth Advisors, LLC added813$69K0.0%2026-Q1
JPMORGAN CHASE & CO trimmed3,252$67K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added3,193$66K0.0%2026-Q1
UBS Group AG trimmed3,184$66K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND2,255$46K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added1,982$41K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,667$34K0.0%2026-Q1
BARCLAYS PLC trimmed1,547$32K0.0%2026-Q1
Vanguard Global Advisers, LLC new1,440$30K0.0%2026-Q1
Tower Research Capital LLC (TRC) added952$20K0.0%2026-Q1
OSAIC HOLDINGS, INC.880$18K0.0%2026-Q1
ROYAL BANK OF CANADA added795$16K0.0%2026-Q1
Legal & General Group Plc added703$14K0.0%2026-Q1
Russell Investments Group, Ltd. added473$10K0.0%2026-Q1
Ameritas Investment Partners, Inc.392$8K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added382$8K0.0%2026-Q1
State of Alaska, Department of Revenue364$7K0.0%2026-Q1
CWM, LLC added326$7K0.0%2026-Q1
Rockefeller Capital Management L.P. added308$6K0.0%2026-Q1
CITIGROUP INC added256$5K0.0%2026-Q1
Sterling Capital Management LLC trimmed226$5K0.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC126$3K0.0%2026-Q1
GAMMA Investing LLC added126$3K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed29$5970.0%2026-Q1
Essential Partners LLC added11$2260.0%2026-Q1
Arax Advisory Partners trimmed7$1440.0%2026-Q1
Allworth Financial LP new6$1240.0%2026-Q1
Root Financial Partners, LLC new5$1030.0%2026-Q1
ROTHSCHILD INVESTMENT LLC new3$620.0%2026-Q1
MAI Capital Management new2$420.0%2026-Q1
Wealth Preservation Advisors, LLC new2$410.0%2026-Q1
True Wealth Design, LLC1$210.0%2026-Q1
IFP Advisors, Inc1$210.0%2026-Q1
Farther Finance Advisors, LLC new1$210.0%2026-Q1
Sunbelt Securities, Inc.1$210.0%2026-Q1
Gemmer Asset Management LLC1,022,495$25M17.5%2025-Q4 stale
Broadcrest Asset Management, LLC338,000$11M7.4%2025-Q3 stale
VANGUARD GROUP INC added319,685$8M5.5%2025-Q4 stale
COMERICA BANK added150,710$4M2.6%2025-Q4 stale
NATIXIS ADVISORS, LLC added36,518$1M0.8%2025-Q3 stale
RITHOLTZ WEALTH MANAGEMENT trimmed22,985$566K0.4%2025-Q4 stale
JACOBS LEVY EQUITY MANAGEMENT, INC added12,851$317K0.2%2025-Q4 stale
BAILARD, INC. trimmed10,234$252K0.2%2025-Q4 stale
Nuveen, LLC new7,431$235K0.2%2025-Q3 stale
JANE STREET GROUP, LLC trimmed7,298$231K0.2%2025-Q3 stale
J.W. COLE ADVISORS, INC. trimmed6,745$213K0.1%2025-Q3 stale
BANK OF AMERICA CORP /DE/ added4,339$107K0.1%2025-Q4 stale
Corebridge Financial, Inc. added3,206$54K0.0%2025-Q1 stale
SVB WEALTH LLC new1,485$25K0.0%2025-Q1 stale
AMALGAMATED BANK trimmed159$4K0.0%2025-Q4 stale
Covestor Ltd added24$1K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

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