EVI INDS INC (EVI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
72
Reporting holders
$61.2M
Reported value
32.2%
Of shares outstanding
0.0%
Held as options
+0
Holder change
Institutions report 4,144,116 shares against 12,869,113 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | $10.4M | 703,990 | 0.08% | 31q | -20.9%-$2.7M |
| Conestoga Capital Advisors, LLC | $9.9M | 668,316 | 0.21% | 31q | -4.8%-$496.0K |
| BlackRock, Inc. | $5.2M | 352,964 | 0.00% | 8q | -9.0%-$514.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.7M | 248,840 | 0.00% | 2q | -11.8%-$491.5K |
| KING LUTHER CAPITAL MANAGEMENT CORP | $3.1M | 210,000 | 0.01% | 8q | -6.7%-$221.7K |
| FMR LLC | $2.8M | 188,316 | 0.00% | 15q | +31.2%+$661.9K |
| FIFTH THIRD BANCORP | $2.6M | 175,350 | 0.00% | 2q | +16.3%+$364.2K |
| Empire Life Investments Inc. | $2.3M | 152,515 | 0.13% | 30q | -3.7%-$87.1K |
| Aristides Capital LLC | $2.0M | 133,503 | 0.38% | 2q | +218.8%+$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.9M | 130,729 | 0.00% | 31q | -8.3%-$175.8K |
| CAPTRUST FINANCIAL ADVISORS | $1.9M | 128,223 | 0.00% | 16q | -1.5%-$29.4K |
| DIMENSIONAL FUND ADVISORS LP | $1.8M | 122,881 | 0.00% | 31q | +10.0%+$164.5K |
| RAYMOND JAMES FINANCIAL INC | $1.7M | 116,488 | 0.00% | 7q | -8.9%-$169.2K |
| STATE STREET CORP | $1.4M | 93,490 | 0.00% | 31q | +1.1%+$15.2K |
| CITADEL ADVISORS LLC | $1.1M | 75,790 | 0.00% | 2q | +509.2%+$936.3K |
| Swedbank AB | $978.1K | 66,177 | 0.00% | 13q | -82.4%-$4.6M |
| North Star Investment Management Corp. | $916.4K | 62,000 | 0.05% | 6q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $826.2K | 55,897 | 0.00% | 11q | +243.0%+$585.3K |
| NORTHERN TRUST CORP | $689.4K | 46,641 | 0.00% | 31q | -10.8%-$83.8K |
| SEI INVESTMENTS CO | $586.4K | 39,678 | 0.00% | 3q | -40.0%-$390.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $532.8K | 36,047 | 0.00% | 2q | -8.4%-$49.0K |
| VANGUARD FIDUCIARY TRUST CO | $526.9K | 35,650 | 0.00% | 2q | -0.6%-$3.1K |
| MARSHALL WACE, LLP | $522.5K | 35,355 | 0.00% | new | NEW |
| Pathstone Holdings, LLC | $440.4K | 29,799 | 0.00% | 11q | -35.1%-$237.7K |
| GOLDMAN SACHS GROUP INC | $351.1K | 23,756 | 0.00% | 8q | -43.9%-$274.9K |
| Bank of New York Mellon Corp | $314.3K | 21,263 | 0.00% | 13q | +9.6%+$27.5K |
| JANE STREET GROUP, LLC | $273.3K | 18,491 | 0.00% | new | NEW |
| BHK Investment Advisors, LLC | $266.0K | 18,000 | 0.08% | 2q | -2.7%-$7.4K |
| MILLENNIUM MANAGEMENT LLC | $226.3K | 15,314 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $224.4K | 15,180 | 0.00% | 13q | -14.5%-$38.1K |
| Sixth Street Partners Management Company, L.P. | $224.4K | 15,180 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $217.4K | 14,712 | 0.00% | new | NEW |
| BARD ASSOCIATES INC | $216.4K | 14,640 | 0.05% | 8q | HELD |
| HSBC HOLDINGS PLC | $177.3K | 12,060 | 0.00% | new | NEW |
| Walleye Capital LLC | $172.0K | 11,639 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $70.4K | 4,763 | 0.00% | 31q | -74.9%-$210.5K |
| RHUMBLINE ADVISERS | $64.0K | 4,334 | 0.00% | 13q | -34.1%-$33.1K |
| DEUTSCHE BANK AG\ | $61.5K | 4,164 | 0.00% | 12q | +3.7%+$2.2K |
| Hilltop National Bank | $60.5K | 4,090 | 0.01% | 9q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $58.6K | 3,963 | 0.00% | 9q | HELD |
| MORGAN STANLEY | $51.8K | 3,502 | 0.00% | 31q | -32.3%-$24.7K |
| UBS Group AG | $51.7K | 3,497 | 0.00% | 31q | +9.8%+$4.6K |
| Russell Investments Group, Ltd. | $50.0K | 3,383 | 0.00% | 9q | +615.2%+$43.0K |
| JPMORGAN CHASE & CO | $45.4K | 3,060 | 0.00% | 13q | -5.9%-$2.8K |
| CITIGROUP INC | $45.2K | 3,057 | 0.00% | 15q | +1094.1%+$41.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $36.3K | 2,459 | 0.00% | 9q | -23.0%-$10.8K |
| NEW YORK STATE COMMON RETIREMENT FUND | $33.3K | 2,255 | 0.00% | 13q | HELD |
| Police & Firemen's Retirement System of New Jersey | $24.6K | 1,667 | 0.00% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $22.7K | 1,534 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $21.3K | 1,440 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $20.0K | 1,344 | 0.00% | 31q | +69.1%+$8.2K |
| Tower Research Capital LLC (TRC) | $19.5K | 1,318 | 0.00% | 13q | +38.4%+$5.4K |
| BNP PARIBAS FINANCIAL MARKETS | $17.5K | 1,185 | 0.00% | 29q | -40.2%-$11.8K |
| BARCLAYS PLC | $13.1K | 884 | 0.00% | 15q | -42.9%-$9.8K |
| OSAIC HOLDINGS, INC. | $13.0K | 880 | 0.00% | 26q | HELD |
| NewEdge Advisors, LLC | $11.5K | 780 | 0.00% | new | NEW |
| Legal & General Group Plc | $10.4K | 703 | 0.00% | 13q | HELD |
| Ameritas Investment Partners, Inc. | $5.8K | 392 | 0.00% | 13q | HELD |
| Sterling Capital Management LLC | $1.9K | 128 | 0.00% | 8q | -43.4%-$1.4K |
| NISA INVESTMENT ADVISORS, LLC | $1.5K | 102 | 0.00% | 8q | -19.0% |
| Arax Advisory Partners | $1.4K | 97 | 0.00% | 4q | +1285.7%+$1.3K |
| Steward Partners Investment Advisory, LLC | $1.3K | 89 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $1.3K | 86 | 0.00% | 3q | -72.1%-$3.3K |
| Integrated Wealth Concepts LLC | $444 | 30 | 0.00% | new | NEW |
| HERITAGE INVESTORS MANAGEMENT CORP | $357 | 24,178 | 0.01% | 26q | HELD |
| HRT FINANCIAL LP | $319 | 21,607 | 0.00% | new | NEW |
| GAMMA Investing LLC | $236 | 16 | 0.00% | 7q | -87.3%-$1.6K |
| EverSource Wealth Advisors, LLC | $178 | 12 | 0.00% | 7q | -20.0% |
| IFP Advisors, Inc | $148 | 10 | 0.00% | 7q | +900.0% |
| Allworth Financial LP | $134 | 9 | 0.00% | 2q | +50.0% |
| True Wealth Design, LLC | $45 | 3 | 0.00% | 7q | +200.0% |
| ROTHSCHILD INVESTMENT LLC | $44 | 3 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $30 | 2 | 0.00% | 2q | +100.0% |
| Essential Partners LLC | $15 | 1 | 0.00% | 4q | -90.9% |
| State of Alaska, Department of Revenue | $5 | 364 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-21 | 13G/A | ROYCE & ASSOCIATES LP | 5.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 72 | $61.2M | 4,144,116 | 11 | 19 | 31 | 0.0% |
| Q1 2026 | 72 | $93.2M | 4,522,841 | 12 | 28 | 17 | 0.0% |
| Q4 2025 | 62 | $133.5M | 5,416,398 | 4 | 23 | 12 | 0.0% |
| Q3 2025 | 63 | $176.0M | 5,565,594 | 9 | 16 | 14 | 0.0% |
| Q2 2025 | 54 | $117.8M | 5,398,582 | 2 | 18 | 19 | 0.0% |
| Q1 2025 | 53 | $83.4M | 4,969,358 | 4 | 24 | 15 | 0.0% |
| Q4 2024 | 53 | $84.9M | 5,190,941 | 4 | 19 | 15 | 0.0% |
| Q3 2024 | 54 | $101.1M | 5,226,571 | 8 | 15 | 17 | 0.0% |
| Q2 2024 | 52 | $98.3M | 5,194,375 | 7 | 15 | 20 | 0.0% |
| Q1 2024 | 49 | $130.8M | 5,252,046 | 4 | 22 | 9 | 0.0% |
| Q4 2023 | 46 | $119.3M | 5,028,292 | 1 | 17 | 14 | 0.0% |
| Q3 2023 | 50 | $127.1M | 5,122,677 | 10 | 14 | 13 | 0.0% |
| Q2 2023 | 41 | $103.2M | 4,691,394 | 13 | 13 | 9 | 0.0% |
| Q1 2023 | 31 | $81.3M | 4,108,800 | 3 | 15 | 6 | 0.0% |
| Q4 2022 | 27 | $97.4M | 4,082,266 | 6 | 6 | 6 | 0.0% |
| Q3 2022 | 30 | $82.2M | 4,530,188 | 3 | 9 | 8 | 0.0% |
| Q2 2022 | 38 | $47.7M | 4,778,023 | 8 | 10 | 17 | 0.0% |
| Q1 2022 | 44 | $99.9M | 5,346,394 | 1 | 14 | 18 | 0.0% |
| Q4 2021 | 47 | $166.3M | 5,351,048 | 3 | 20 | 11 | 0.0% |
| Q3 2021 | 46 | $113.8M | 4,181,102 | 1 | 14 | 12 | 0.0% |
| Q2 2021 | 46 | $117.8M | 4,155,689 | 0 | 20 | 15 | 0.0% |
| Q1 2021 | 51 | $120.5M | 4,189,984 | 3 | 21 | 18 | 0.0% |
| Q4 2020 | 48 | $127.4M | 4,243,902 | 3 | 24 | 10 | 0.0% |
| Q3 2020 | 48 | $111.4M | 4,182,647 | 4 | 14 | 16 | 0.0% |
| Q2 2020 | 46 | $88.0M | 4,051,049 | 9 | 20 | 9 | 0.0% |
| Q1 2020 | 38 | $56.9M | 3,601,046 | 4 | 17 | 8 | 0.0% |
| Q4 2019 | 39 | $92.9M | 3,433,688 | 1 | 21 | 10 | 0.0% |
| Q3 2019 | 40 | $98.3M | 3,077,060 | 4 | 17 | 6 | 0.0% |
| Q2 2019 | 41 | $113.4M | 2,963,795 | 5 | 21 | 8 | 0.0% |
| Q1 2019 | 42 | $105.7M | 2,772,066 | 5 | 15 | 9 | 0.0% |
| Q4 2018 | 42 | $88.4M | 2,647,421 | 2 | 0 | 0 | 0.0% |