Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EVI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ROYCE & ASSOCIATES LP | 890K | $18.3M | +5.4% | 6.915% | 0.18% |
| 2 | Conestoga Capital Advisors, LLC | 702K | $14.4M | -19.6% | 5.454% | 0.29% |
| 3 | BlackRock, Inc. | 388K | $8.0M | +13.6% | 3.013% | 0.00% |
| 4 | Swedbank AB | 375K | $7.7M | 0.0% | 2.914% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 282K | $5.8M | β | 2.192% | 0.00% |
| 6 | KING LUTHER CAPITAL MANAGEMENT CORP | 225K | $4.6M | -2.4% | 1.748% | 0.02% |
| 7 | Empire Life Investments Inc. | 158K | $3.4M | -5.9% | 1.231% | 0.21% |
| 8 | FIFTH THIRD BANCORP | 151K | $3.1M | β | 1.171% | 0.01% |
| 9 | FMR LLC | 144K | $3.0M | +4215.5% | 1.115% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 143K | $2.9M | +21.5% | 1.108% | 0.00% |
| 11 | CAPTRUST FINANCIAL ADVISORS | 130K | $2.7M | -4.0% | 1.012% | 0.00% |
| 12 | RAYMOND JAMES FINANCIAL INC | 128K | $2.6M | -25.8% | 0.994% | 0.00% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 112K | $2.3M | +3.9% | 0.868% | 0.00% |
| 14 | STATE STREET CORP | 92K | $1.9M | +3.4% | 0.719% | 0.00% |
| 15 | SEI INVESTMENTS CO | 66K | $1.4M | +59.3% | 0.514% | 0.00% |
| 16 | North Star Investment Management Corp. | 62K | $1.3M | +21.6% | 0.482% | 0.08% |
| 17 | NORTHERN TRUST CORP | 52K | $1.1M | +27.1% | 0.407% | 0.00% |
| 18 | Pathstone Holdings, LLC | 46K | $944K | -2.5% | 0.356% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 42K | $872K | +16.9% | 0.329% | 0.00% |
| 20 | Aristides Capital LLC | 42K | $862K | β | 0.325% | 0.28% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 39K | $810K | β | 0.306% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 36K | $738K | β | 0.279% | 0.00% |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 23K | $468K | -31.8% | 0.177% | 0.00% |
| 24 | Bank of New York Mellon Corp | 19K | $399K | +7.8% | 0.151% | 0.00% |
| 25 | BHK Investment Advisors, LLC | 19K | $381K | β | 0.144% | 0.13% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EVI β a direct measure of their conviction.
Filings activity in EVI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new EVI position in Q1 2026
Institutions that fully closed their EVI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 72 | +9.1% | 42.74% | 38.83 pp | $93M | 48% |
| Q4 2025 | 66 | +0.0% | 81.57% | +0.82 pp | $178M | +1.0% |
| Q3 2025 | 66 | +12% | 80.75% | +26.83 pp | $176M | +50% |
| Q2 2025 | 59 | +1.7% | 53.92% | +12.79 pp | $117M | +31% |
| Q1 2025 | 58 | +0.0% | 41.13% | +2.19 pp | $89M | +5.6% |
| Q4 2024 | 58 | 4.9% | 38.94% | 7.32 pp | $85M | 16% |
| Q3 2024 | 61 | +5.2% | 46.26% | +4.12 pp | $101M | +9.8% |
| Q2 2024 | 58 | β | 42.14% | β | $92M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EVI stock.
Based on Q1 2026 13F filings, institutional ownership of EVI Industries, Inc. stands at 42.7%, held across 72 reporting institutions.
ROYCE & ASSOCIATES LP is the largest reported institutional holder of EVI, with approximately 889,891 shares worth $0.02B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of EVI.
Our composite Smart Money Score for EVI is 30 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in EVI during Q1 2026, while 10 fully exited. 14 added to existing positions and 42 trimmed.
EVI institutional ownership fell by 38.83 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 76.6% of all reported 13F value in EVI, and the top 25 account for 96.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
EVI Industries, Inc. (EVI) Institutional Ownership