EVI Institutional Ownership
EVI Industries, Inc.
1W: +7.0%
1M: +3.9%
3M: +36.6%
YTD: -17.9%
1Y: -22.8%
3Y: -17.5%
5Y: -29.9%
$20.75
+0.48 (+2.37%)
Pre-Market: $21.06 (+0.31, +1.49%)
Weekly Expected Move ±4.6%
$18
$19
$20
$21
$22
Credit Risk of going bust: higher than 55% of companies Debt: 19.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.43 (down 98%), EVI Industries, Inc. would be worth roughly what it owes.
Total debt $63.1M against a stock market value of $269.2M.
Distance to default 4.62 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $25.5M (short-term plus half of long-term), stock volatility 55.7%; Altman Z'' 2.98. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.43 (down 98%), EVI Industries, Inc. would be worth roughly what it owes.
Total debt $63.1M against a stock market value of $269.2M.
Distance to default 4.62 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $25.5M (short-term plus half of long-term), stock volatility 55.7%; Altman Z'' 2.98. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — EVI
84
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$62M
Total Invested
12
New Positions
19
Increased
40
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (92 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ROYCE & ASSOCIATES LP | 703,990 | $15M | -185,901 | -20.9% | 31Q | SEC ↗ |
| 2 | Conestoga Capital Advisors, LLC | 668,316 | $14M | -33,560 | -4.8% | 31Q | SEC ↗ |
| 3 | BlackRock, Inc. | 352,964 | $7M | -34,828 | -9.0% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 248,840 | $5M | -33,254 | -11.8% | 2Q | SEC ↗ |
| 5 | KING LUTHER CAPITAL MANAGEMENT CORP | 210,000 | $4M | -15,000 | -6.7% | 8Q | SEC ↗ |
| 6 | FMR LLC | 188,316 | $4M | +44,783 | +31.2% | 15Q | SEC ↗ |
| 7 | FIFTH THIRD BANCORP | 175,350 | $4M | +24,640 | +16.3% | 2Q | SEC ↗ |
| 8 | Empire Life Investments Inc. | 152,515 | $3M | -5,892 | -3.7% | 30Q | SEC ↗ |
| 9 | Aristides Capital LLC | 133,503 | $3M | +91,631 | +218.8% | 2Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 130,729 | $3M | -11,888 | -8.3% | 31Q | SEC ↗ |
| 11 | CAPTRUST FINANCIAL ADVISORS | 128,223 | $3M | -1,986 | -1.5% | 16Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 122,881 | $3M | +11,131 | +10.0% | 31Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 116,488 | $2M | -11,447 | -8.9% | 7Q | SEC ↗ |
| 14 | STATE STREET CORP | 93,490 | $2M | +1,028 | +1.1% | 31Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC | 75,790 | $2M | +63,349 | +509.2% | 2Q | SEC ↗ |
| 16 | Swedbank AB | 66,177 | $1M | -308,823 | -82.4% | 14Q | SEC ↗ |
| 17 | North Star Investment Management Corp. | 62,000 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 55,897 | $1M | +39,600 | +243.0% | 11Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 46,641 | $968K | -5,668 | -10.8% | 31Q | SEC ↗ |
| 20 | SEI INVESTMENTS CO | 39,678 | $823K | -26,418 | -40.0% | 3Q | SEC ↗ |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 36,047 | $748K | -3,317 | -8.4% | 2Q | SEC ↗ |
| 22 | VANGUARD FIDUCIARY TRUST CO | 35,650 | $740K | -209 | -0.6% | 2Q | SEC ↗ |
| 23 | MARSHALL WACE, LLP NEW | 35,355 | $734K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Pathstone Holdings, LLC | 29,799 | $618K | -16,084 | -35.1% | 11Q | SEC ↗ |
| 25 | HERITAGE INVESTORS MANAGEMENT CORP | 24,178 | $502K | — | +0.0% | 26Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 23,756 | $493K | -18,597 | -43.9% | 8Q | SEC ↗ |
| 27 | HRT FINANCIAL LP NEW | 21,607 | $448K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 21,263 | $441K | +1,861 | +9.6% | 13Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC NEW | 18,491 | $384K | — | +0.0% | 1Q | SEC ↗ |
| 30 | BHK Investment Advisors, LLC | 18,000 | $374K | -500 | -2.7% | 2Q | SEC ↗ |
| 31 | MILLENNIUM MANAGEMENT LLC NEW | 15,314 | $318K | — | +0.0% | 1Q | SEC ↗ |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 15,180 | $315K | -2,578 | -14.5% | 13Q | SEC ↗ |
| 33 | Sixth Street Partners Management Compa NEW | 15,180 | $315K | — | +0.0% | 1Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE NEW | 14,712 | $305K | — | +0.0% | 1Q | SEC ↗ |
| 35 | BARD ASSOCIATES INC | 14,640 | $304K | — | +0.0% | 8Q | SEC ↗ |
| 36 | HSBC HOLDINGS PLC NEW | 12,060 | $250K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Walleye Capital LLC NEW | 11,639 | $242K | — | +0.0% | 1Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 4,763 | $99K | -4,740 | -49.9% | 31Q | SEC ↗ |
| 39 | RHUMBLINE ADVISERS | 4,334 | $90K | -2,243 | -34.1% | 13Q | SEC ↗ |
| 40 | DEUTSCHE BANK AG | 4,164 | $86K | +147 | +3.7% | 12Q | SEC ↗ |
| 41 | Hilltop National Bank | 4,090 | $85K | — | +0.0% | 5Q | SEC ↗ |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,963 | $82K | — | +0.0% | 9Q | SEC ↗ |
| 43 | MORGAN STANLEY | 3,502 | $73K | -1,670 | -32.3% | 31Q | SEC ↗ |
| 44 | UBS Group AG | 3,497 | $73K | +313 | +9.8% | 31Q | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 3,383 | $70K | +2,910 | +615.2% | 9Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 3,060 | $63K | -192 | -5.9% | 13Q | SEC ↗ |
| 47 | CITIGROUP INC | 3,057 | $63K | +2,801 | +1094.1% | 15Q | SEC ↗ |
| 48 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,459 | $51K | -734 | -23.0% | 9Q | SEC ↗ |
| 49 | NEW YORK STATE COMMON RETIREMENT FUND | 2,255 | $47K | — | +0.0% | 13Q | SEC ↗ |
| 50 | Police & Firemen's Retirement System o | 1,667 | $35K | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| MARSHALL WACE, LLP | 35,355 | $734K |
| HRT FINANCIAL LP | 21,607 | $448K |
| JANE STREET GROUP, LLC | 18,491 | $384K |
| MILLENNIUM MANAGEMENT LLC | 15,314 | $318K |
| Sixth Street Partners Management Co | 15,180 | $315K |
| BANK OF AMERICA CORP /DE | 14,712 | $305K |
| HSBC HOLDINGS PLC | 12,060 | $250K |
| Walleye Capital LLC | 11,639 | $242K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,534 | $32K |
| NewEdge Advisors, LLC | 780 | $16K |
| Steward Partners Investment Advisor | 89 | $2K |
| Integrated Wealth Concepts LLC | 30 | $1K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Gemmer Asset Management LLC | 1,022,495 | $21M |
| RITHOLTZ WEALTH MANAGEMENT | 22,985 | $477K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22,759 | $472K |
| Callan Family Office, LLC | 14,694 | $305K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 12,851 | $267K |
| BAILARD, INC. | 10,234 | $212K |
| MACKENZIE FINANCIAL CORP | 9,923 | $206K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 4,041 | $84K |
| AMALGAMATED BANK | 159 | $3K |
| PNC FINANCIAL SERVICES GROUP, INC. | 29 | $1K |
| Covestor Ltd | 24 | $0K |
| Root Financial Partners, LLC | 5 | $0K |
| MAI Capital Management | 2 | $0K |
| Wealth Preservation Advisors, LLC | 2 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Aristides Capital LLC | +91,631 | +218.8% | 133,503 |
| CITADEL ADVISORS LLC | +63,349 | +509.2% | 75,790 |
| FMR LLC | +44,783 | +31.2% | 188,316 |
| RENAISSANCE TECHNOLOGIES LLC | +39,600 | +243.0% | 55,897 |
| FIFTH THIRD BANCORP | +24,640 | +16.3% | 175,350 |
| DIMENSIONAL FUND ADVISORS LP | +11,131 | +10.0% | 122,881 |
| Russell Investments Group, Ltd. | +2,910 | +615.2% | 3,383 |
| CITIGROUP INC | +2,801 | +1094.1% | 3,057 |
| Bank of New York Mellon Corp | +1,861 | +9.6% | 21,263 |
| STATE STREET CORP | +1,028 | +1.1% | 93,490 |
| ROYAL BANK OF CANADA | +549 | +69.1% | 1,344 |
| Tower Research Capital LLC (TRC) | +366 | +38.4% | 1,318 |
| UBS Group AG | +313 | +9.8% | 3,497 |
| DEUTSCHE BANK AG | +147 | +3.7% | 4,164 |
| CWM, LLC | +139 | +74.3% | 326 |
| Arax Advisory Partners | +90 | +1285.7% | 97 |
| IFP Advisors, Inc | +9 | +900.0% | 10 |
| Allworth Financial LP | +3 | +50.0% | 9 |
| True Wealth Design, LLC | +2 | +200.0% | 3 |
| Farther Finance Advisors, LLC | +1 | +100.0% | 2 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Swedbank AB | -308,823 | -82.4% | 66,177 |
| ROYCE & ASSOCIATES LP | -185,901 | -20.9% | 703,990 |
| BlackRock, Inc. | -34,828 | -9.0% | 352,964 |
| Conestoga Capital Advisors, LLC | -33,560 | -4.8% | 668,316 |
| VANGUARD CAPITAL MANAGEMENT LLC | -33,254 | -11.8% | 248,840 |
| SEI INVESTMENTS CO | -26,418 | -40.0% | 39,678 |
| GOLDMAN SACHS GROUP INC | -18,597 | -43.9% | 23,756 |
| Pathstone Holdings, LLC | -16,084 | -35.1% | 29,799 |
| KING LUTHER CAPITAL MANAGEMENT CORP | -15,000 | -6.7% | 210,000 |
| GEODE CAPITAL MANAGEMENT, LLC | -11,888 | -8.3% | 130,729 |
| RAYMOND JAMES FINANCIAL INC | -11,447 | -8.9% | 116,488 |
| Empire Life Investments Inc. | -5,892 | -3.7% | 152,515 |
| NORTHERN TRUST CORP | -5,668 | -10.8% | 46,641 |
| WELLS FARGO & COMPANY/MN | -4,740 | -49.9% | 4,763 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -3,317 | -8.4% | 36,047 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -2,578 | -14.5% | 15,180 |
| RHUMBLINE ADVISERS | -2,243 | -34.1% | 4,334 |
| CAPTRUST FINANCIAL ADVISORS | -1,986 | -1.5% | 128,223 |
| MORGAN STANLEY | -1,670 | -32.3% | 3,502 |
| BNP PARIBAS FINANCIAL MARKETS | -797 | -40.2% | 1,185 |