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EVI — EVI INDS INC

Reported value held$33.95M
Funds holding (latest)27
SectorConsumer Discretionary
Funds holding (Q2 2026)20
Institutional value$25.17M · 1.70M sh
New / Add / Cut / Exit4 / 7 / 8 / 1
Top-5 / Top-10 concentration85.3% / 96.0%
Institutional holdings change Reducing -2.6% (-44.60K sh)
Institutional value change Down -30.0%

As of Q2 2026, 20 SEC-registered investment managers reported holding EVI (EVI INDS INC) in their latest 13F filings, with a combined reported value of $25.17M across 1.70M shares. That is -2.6% by share count (-44.60K shares) versus the previous quarter, while reported value moved -30.0%. Ownership is concentrated: the five largest holders account for 85.3% of reported value and the top ten for 96.0%.

Compared with the prior quarter, 4 opened new positions, 7 added to existing stakes, 8 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

EVI is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Royce & Associates history Q2 2026 703.99K $10.40M 0.08% Reduce
Vanguard Group history Q4 2025 319.69K $7.88M 0.00% Add
BlackRock Inc history Q2 2026 352.96K $5.22M 0.00% Reduce
Fidelity Management & Research (FMR) history Q2 2026 188.32K $2.78M 0.00% Add
Geode Capital Management history Q2 2026 130.73K $1.93M 0.00% Reduce
Citadel Advisors history Q2 2026 75.79K $1.12M 0.00% Add
Renaissance Technologies history Q2 2026 55.90K $826.16K 0.00% Add
Northern Trust Corp history Q2 2026 46.64K $689.35K 0.00% Reduce
Marshall Wace history Q2 2026 35.35K $522.55K 0.00% New
Goldman Sachs Group history Q2 2026 23.76K $351.11K 0.00% Reduce
BNY Mellon history Q2 2026 21.26K $314.27K 0.00% Add
D. E. Shaw & Co history Q3 2021 10.61K $289.00K 0.00% New
Invesco Ltd history Q3 2023 11.17K $277.34K 0.00% New
Millennium Management history Q2 2026 15.31K $226.34K 0.00% New
Charles Schwab Investment Management history Q2 2026 15.18K $224.36K 0.00% Reduce
Bank of America Corp history Q2 2026 14.71K $217.44K 0.00% New
Two Sigma Investments history Q4 2024 11.43K $186.88K 0.00% Reduce
ARK Invest history Q1 2024 7.51K $148.43K 0.00% Reduce
Wells Fargo & Co history Q2 2026 4.76K $70.39K 0.00% Reduce
Deutsche Bank AG history Q2 2026 4.16K $61.54K 0.00% Add

View all 27 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Royce & Associates 627.41K 588.57K 680.57K 710.57K 710.57K 710.57K 774.47K 774.47K 774.47K 774.47K 774.47K 774.47K 774.47K 655.74K 706.63K 735.13K 808.14K 844.42K 889.89K 703.99K
BlackRock Inc — — — — — — — — — — — — 307.77K 311.83K 345.49K 362.34K 341.35K 341.40K 387.79K 352.96K
Fidelity Management & Research (FMR) 9 9 29 9 9 9 9 9 26 19 181 216 4.25K 3.85K 3.45K 3.27K 54.89K 3.33K 143.53K 188.32K
Geode Capital Management 86.88K 85.46K 79.20K 42.99K 42.99K 45.43K 48.17K 93.52K 98.62K 105.20K 121.22K 118.52K 112.99K 113.88K 130.65K 118.61K 118.03K 117.42K 142.62K 130.73K
Citadel Advisors — 13.16K — — — — — 18.46K 10.32K 23.68K 25.17K 11.78K 18.02K 23.57K — — 14.71K — 12.44K 75.79K
Renaissance Technologies — — — 25.20K — 8.80K — — — 11.16K 11.60K 13.77K 18.99K 17.17K 14.80K 15.90K 16.00K 16.70K 16.30K 55.90K
Northern Trust Corp 56.49K 56.83K 45.60K 14.90K 15.18K 15.81K 16.41K 48.75K 48.59K 48.60K 58.91K 55.42K 52.67K 47.99K 56.58K 45.10K 42.01K 41.16K 52.31K 46.64K
Marshall Wace — — — — — — — — — — — — — — — — — — — 35.35K
Goldman Sachs Group — — — — — — 20.48K — — — — — 18.75K 15.80K 14.25K 11.80K 25.47K 36.22K 42.35K 23.76K
BNY Mellon 15.77K 16.10K 13.82K — — — — 13.66K 13.85K 18.59K 20.08K 21.50K 16.30K 10.71K 13.22K 13.40K 12.88K 17.99K 19.40K 21.26K
Millennium Management — — — 45.39K 24.54K 21.76K 50.90K — — — — — — — — — — — — 15.31K
Charles Schwab Investment Management 12.42K 14.01K 10.39K — — — — 13.61K 14.58K 13.57K 17.43K 14.98K 14.98K 14.98K 18.51K 15.30K 15.30K 15.30K 17.76K 15.18K
Bank of America Corp 2.37K 4.62K 2.00K 1.07K 1.05K 1.07K 8.60K 2.08K 5.12K 8.25K 2.63K 4.28K 3.57K 4.99K 4.22K 2.79K 2.96K 4.34K — 14.71K
Wells Fargo & Co 7.50K 20.77K 21.55K 22.53K 23.62K 20.62K 20.62K 22.46K 19.49K 18.98K 19.70K 19.54K 19.52K 14.46K 14.06K 14.01K 14.65K 16.50K 9.50K 4.76K
Deutsche Bank AG 3.42K 3.59K 3.24K — — — — — 396 430 2.88K 1.72K 3.47K 5.91K 5.72K 3.42K 3.42K 4.02K 4.02K 4.16K
Morgan Stanley 357.96K 371.01K 350.02K 366.03K 380.32K 403.04K 91.19K 32.27K 32.37K 9.73K 7.90K 4.91K 13.43K 10.95K 10.14K 10.10K 6.29K 7.05K 5.17K 3.50K
UBS Group AG 1.50K 2.97K 3.14K 1.50K 1.50K 2.93K 2.13K 4.27K 3.93K 6.65K 8.25K 3.11K 3.97K 4.25K 4.78K 2.39K 2.44K 4.22K 3.18K 3.50K
JPMorgan Chase & Co 18.02K 13.96K 8.22K 2.64K — — — 3.87K 3.16K 4.79K 8.97K 4.87K 10.34K 20.83K 11.48K 8.04K 7.42K 6.07K — 3.06K
Citigroup Inc 654 1.45K 302 37 — 20.78K 23.06K 1.41K 2 689 1.09K 1.34K 3.73K 4.11K 4.65K 1.72K 87 170 256 3.06K
Legal & General Investment Management America 569 569 569 — — — — 542 542 542 542 542 542 542 542 467 467 467 703 703

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