EVI Industries Inc (EVI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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King Luther Capital Management Corp

UNCHANGED

Shares210,000 from 210,000

Change0 (0%)

Value$4.0M (+$926.1K)

Filed 2026-11-05

Dimensional Fund Advisors LP

INCREASED

Shares147,302 from 122,881

Change+24,421 (+20%)

Value$2.8M (+$1.0M)

Filed 2026-11-04

Heritage Investors Management Corp

UNCHANGED

Shares24,178 from 24,178

Change0 (0%)

Value$464.0K (+$107.0K)

Filed 2026-10-29

Bank of New York Mellon Corp

INCREASED

Shares21,280 from 21,263

Change+17 (+0%)

Value$408.4K (+$94.1K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares700 from 3,057

Change-2,357 (-77%)

Value$13.4K (-$31.7K)

Filed 2026-11-04

State of Alaska, Department of Revenue

UNCHANGED

Shares364 from 364

Change0 (0%)

Value$6 (+$1)

Filed 2026-10-15

Sterling Capital Management LLC

DECREASED

Shares104 from 128

Change-24 (-19%)

Value$2.0K (+$104)

Filed 2026-10-22

Nisa Investment Advisors, LLC

DECREASED

Shares85 from 102

Change-17 (-17%)

Value$1.6K (+$123)

Filed 2026-10-20

Fortitude Family Office, LLC

NEW

Shares78

Change+78

Value$1.5K

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares54 from 12

Change+42 (+350%)

Value$1.0K (+$858)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares25 from 2

Change+23 (+1150%)

Value$480 (+$450)

Filed 2026-10-08

Essential Partners LLC

INCREASED

Shares14 from 1

Change+13 (+1300%)

Value$269 (+$254)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares13

Change+13

Value$249

Filed 2026-10-21

IFP Advisors, Inc

INCREASED

Shares11 from 10

Change+1 (+10%)

Value$211 (+$63)

Filed 2026-10-16

True Wealth Design, LLC

INCREASED

Shares7 from 3

Change+4 (+133%)

Value$135 (+$90)

Filed 2026-10-13

SJS Investment Consulting Inc.

NEW

Shares2

Change+2

Value$39

Filed 2026-10-26

Conestoga Capital Advisors, LLC

CLOSED

Shares0 from 668,316

Change-668,316 (-100%)

Value$0 (-$9.9M)

Filed 2026-11-02

Fifth Third Bancorp

CLOSED

Shares0 from 175,350

Change-175,350 (-100%)

Value$0 (-$2.6M)

Filed 2026-11-05

Swedbank AB

CLOSED

Shares0 from 66,177

Change-66,177 (-100%)

Value$0 (-$978.1K)

Filed 2026-10-27

North Star Investment Management Corp.

CLOSED

Shares0 from 62,000

Change-62,000 (-100%)

Value$0 (-$916.4K)

Filed 2026-10-27

Hilltop National Bank

CLOSED

Shares0 from 4,090

Change-4,090 (-100%)

Value$0 (-$60.5K)

Filed 2026-10-14

Gamma Investing LLC

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$236)

Filed 2026-10-08

Royce & Associates LP

N/A

Shares— from 703,990

Change-703,990 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 352,964

Change-352,964 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 248,840

Change-248,840 (-100%)

Value—

FMR LLC

N/A

Shares— from 188,316

Change-188,316 (-100%)

Value—

Empire Life Investments Inc.

N/A

Shares— from 152,515

Change-152,515 (-100%)

Value—

Aristides Capital LLC

N/A

Shares— from 133,503

Change-133,503 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 130,729

Change-130,729 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 128,223

Change-128,223 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 116,488

Change-116,488 (-100%)

Value—

State Street Corp

N/A

Shares— from 93,490

Change-93,490 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 75,790

Change-75,790 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 55,897

Change-55,897 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 46,641

Change-46,641 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 39,678

Change-39,678 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 36,047

Change-36,047 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 35,650

Change-35,650 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 35,355

Change-35,355 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 29,799

Change-29,799 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 23,756

Change-23,756 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 21,607

Change-21,607 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 18,491

Change-18,491 (-100%)

Value—

BHK Investment Advisors, LLC

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 15,314

Change-15,314 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 15,180

Change-15,180 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 14,712

Change-14,712 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 14,640

Change-14,640 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 12,060

Change-12,060 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 11,639

Change-11,639 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,763

Change-4,763 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 4,334

Change-4,334 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 4,164

Change-4,164 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,963

Change-3,963 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,502

Change-3,502 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,497

Change-3,497 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 3,383

Change-3,383 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,060

Change-3,060 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 2,459

Change-2,459 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,255

Change-2,255 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,667

Change-1,667 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,440

Change-1,440 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,344

Change-1,344 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,318

Change-1,318 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,185

Change-1,185 (-100%)

Value—

Barclays PLC

N/A

Shares— from 884

Change-884 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 880

Change-880 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 780

Change-780 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 703

Change-703 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 392

Change-392 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 97

Change-97 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 89

Change-89 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 86

Change-86 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 74

Change-74 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 9

Change-9 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
King Luther Capital Management Corp	UNCHANGED	210,000	210,000	0	0%	$3.1M	$4.0M	+$926.1K	2026-11-05
Dimensional Fund Advisors LP	INCREASED	147,302	122,881	+24,421	+20%	$1.8M	$2.8M	+$1.0M	2026-11-04
Heritage Investors Management Corp	UNCHANGED	24,178	24,178	0	0%	$357.0K	$464.0K	+$107.0K	2026-10-29
Bank of New York Mellon Corp	INCREASED	21,280	21,263	+17	+0%	$314.3K	$408.4K	+$94.1K	2026-11-05
Citigroup Inc	DECREASED	700	3,057	-2,357	-77%	$45.2K	$13.4K	-$31.7K	2026-11-04
State of Alaska, Department of Revenue	UNCHANGED	364	364	0	0%	$5	$6	+$1	2026-10-15
Sterling Capital Management LLC	DECREASED	104	128	-24	-19%	$1.9K	$2.0K	+$104	2026-10-22
Nisa Investment Advisors, LLC	DECREASED	85	102	-17	-17%	$1.5K	$1.6K	+$123	2026-10-20
Fortitude Family Office, LLC	NEW	78	—	+78	—	—	$1.5K	—	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	54	12	+42	+350%	$178	$1.0K	+$858	2026-11-04
Farther Finance Advisors, LLC	INCREASED	25	2	+23	+1150%	$30	$480	+$450	2026-10-08
Essential Partners LLC	INCREASED	14	1	+13	+1300%	$15	$269	+$254	2026-10-14
Root Financial Partners, LLC	NEW	13	—	+13	—	—	$249	—	2026-10-21
IFP Advisors, Inc	INCREASED	11	10	+1	+10%	$148	$211	+$63	2026-10-16
True Wealth Design, LLC	INCREASED	7	3	+4	+133%	$45	$135	+$90	2026-10-13
SJS Investment Consulting Inc.	NEW	2	—	+2	—	—	$39	—	2026-10-26
Conestoga Capital Advisors, LLC	CLOSED	0	668,316	-668,316	-100%	$9.9M	$0	-$9.9M	2026-11-02
Fifth Third Bancorp	CLOSED	0	175,350	-175,350	-100%	$2.6M	$0	-$2.6M	2026-11-05
Swedbank AB	CLOSED	0	66,177	-66,177	-100%	$978.1K	$0	-$978.1K	2026-10-27
North Star Investment Management Corp.	CLOSED	0	62,000	-62,000	-100%	$916.4K	$0	-$916.4K	2026-10-27
Hilltop National Bank	CLOSED	0	4,090	-4,090	-100%	$60.5K	$0	-$60.5K	2026-10-14
Gamma Investing LLC	CLOSED	0	16	-16	-100%	$236	$0	-$236	2026-10-08
Royce & Associates LP	N/A	—	703,990	-703,990	-100%	$10.4M	—	—	—
BlackRock, Inc.	N/A	—	352,964	-352,964	-100%	$5.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	248,840	-248,840	-100%	$3.7M	—	—	—
FMR LLC	N/A	—	188,316	-188,316	-100%	$2.8M	—	—	—
Empire Life Investments Inc.	N/A	—	152,515	-152,515	-100%	$2.3M	—	—	—
Aristides Capital LLC	N/A	—	133,503	-133,503	-100%	$2.0M	—	—	—
Geode Capital Management, LLC	N/A	—	130,729	-130,729	-100%	$1.9M	—	—	—
Captrust Financial Advisors	N/A	—	128,223	-128,223	-100%	$1.9M	—	—	—
Raymond James Financial Inc	N/A	—	116,488	-116,488	-100%	$1.7M	—	—	—
State Street Corp	N/A	—	93,490	-93,490	-100%	$1.4M	—	—	—
Citadel Advisors LLC	N/A	—	75,790	-75,790	-100%	$1.1M	—	—	—
Renaissance Technologies LLC	N/A	—	55,897	-55,897	-100%	$826.2K	—	—	—
Northern Trust Corp	N/A	—	46,641	-46,641	-100%	$689.4K	—	—	—
SEI Investments Co	N/A	—	39,678	-39,678	-100%	$586.4K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	36,047	-36,047	-100%	$532.8K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	35,650	-35,650	-100%	$526.9K	—	—	—
Marshall Wace, LLP	N/A	—	35,355	-35,355	-100%	$522.5K	—	—	—
Pathstone Holdings, LLC	N/A	—	29,799	-29,799	-100%	$440.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	23,756	-23,756	-100%	$351.1K	—	—	—
HRT Financial LP	N/A	—	21,607	-21,607	-100%	$319.0K	—	—	—
Jane Street Group, LLC	N/A	—	18,491	-18,491	-100%	$273.3K	—	—	—
BHK Investment Advisors, LLC	N/A	—	18,000	-18,000	-100%	$266.0K	—	—	—
Millennium Management LLC	N/A	—	15,314	-15,314	-100%	$226.3K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	15,180	-15,180	-100%	$224.4K	—	—	—
Bank of America Corp	N/A	—	14,712	-14,712	-100%	$217.4K	—	—	—
Bard Associates Inc	N/A	—	14,640	-14,640	-100%	$216.4K	—	—	—
HSBC Holdings PLC	N/A	—	12,060	-12,060	-100%	$177.3K	—	—	—
Walleye Capital LLC	N/A	—	11,639	-11,639	-100%	$172.0K	—	—	—
Wells Fargo & Company	N/A	—	4,763	-4,763	-100%	$70.4K	—	—	—
Rhumbline Advisers	N/A	—	4,334	-4,334	-100%	$64.0K	—	—	—
Deutsche Bank Ag\	N/A	—	4,164	-4,164	-100%	$61.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,963	-3,963	-100%	$58.6K	—	—	—
Morgan Stanley	N/A	—	3,502	-3,502	-100%	$51.8K	—	—	—
UBS Group AG	N/A	—	3,497	-3,497	-100%	$51.7K	—	—	—
Russell Investments Group, Ltd.	N/A	—	3,383	-3,383	-100%	$50.0K	—	—	—
JPMorgan Chase & Co	N/A	—	3,060	-3,060	-100%	$45.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	2,459	-2,459	-100%	$36.3K	—	—	—
New York State Common Retirement Fund	N/A	—	2,255	-2,255	-100%	$33.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,667	-1,667	-100%	$24.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,440	-1,440	-100%	$21.3K	—	—	—
Royal Bank of Canada	N/A	—	1,344	-1,344	-100%	$20.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,318	-1,318	-100%	$19.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,185	-1,185	-100%	$17.5K	—	—	—
Barclays PLC	N/A	—	884	-884	-100%	$13.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	880	-880	-100%	$13.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	780	-780	-100%	$11.5K	—	—	—
Legal & General Group Plc	N/A	—	703	-703	-100%	$10.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	392	-392	-100%	$5.8K	—	—	—
Arax Advisory Partners	N/A	—	97	-97	-100%	$1.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	89	-89	-100%	$1.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	86	-86	-100%	$1.3K	—	—	—
California State Teachers Retirement System	N/A	—	74	-74	-100%	$1.1K	—	—	—
Allworth Financial LP	N/A	—	9	-9	-100%	$134	—	—	—
Rothschild Investment LLC	N/A	—	3	-3	-100%	$44	—	—	—

Showing 76 of 76 institutions