Everforth Inc
EFOR- Exchange
- NYSE
- Industry
- Services-Help Supply Services
- SEC CIK
- 0000890564
No open-market purchases or sales by Everforth Inc insiders were filed in the last 90 days; 247 institutions reported holding it in 13F filings for Q2 2026, worth $774.1M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Everforth Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 297
- +51 vs. Q3 2021
- Shares held
- 48.7M
- −1.15M (−2.3%) vs. Q3 2021
- Total value
- $6.01B
- +$367.7M (+6.5%) vs. Q3 2021
- New holders
- 67
- 83 more added
- Sold out
- 16
- 116 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EFOR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 247 | $774.1M |
| Q1 2026 | 248 | $1.67B |
| Q4 2025 | 274 | $1.96B |
| Q3 2025 | 296 | $1.99B |
| Q2 2025 | 285 | $2.15B |
| Q1 2025 | 303 | $2.70B |
| Q4 2024 | 307 | $3.59B |
| Q3 2024 | 294 | $3.97B |
| Q2 2024 | 295 | $3.81B |
| Q1 2024 | 279 | $4.59B |
| Q4 2023 | 277 | $4.27B |
| Q3 2023 | 261 | $3.69B |
| Q2 2023 | 250 | $3.51B |
| Q1 2023 | 275 | $3.84B |
| Q4 2022 | 270 | $3.77B |
| Q3 2022 | 276 | $4.34B |
| Q2 2022 | 290 | $4.39B |
| Q1 2022 | 278 | $5.67B |
| Q4 2021 | 297 | $6.01B |
| Q3 2021 | 249 | $5.65B |
| Q2 2021 | 267 | $4.85B |
| Q1 2021 | 280 | $4.82B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 5 | $617 | 0.00% | +5 | New |
| McDonald Partners LLC | 8 | $987 | 0.00% | +8 | New |
| Absolute Capital Management, LLC | 8 | $987 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Cambridge Trust Co | 9 | $1.00K | 0.00% | +9 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Lenox Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Schubert & Co | 10 | $1.00K | 0.00% | +10 | New |
| First Horizon Advisors, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 15 | $2.00K | 0.00% | +11+275.0% | Added |
| JFS Wealth Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Concord Wealth Partners | 13 | $2.00K | 0.00% | +13 | New |
| Spire Wealth Management | 17 | $2.00K | 0.00% | +17 | New |
| Howe & Rusling Inc | 27 | $3.00K | 0.00% | −4−12.9% | Reduced |
| Umb Bank N A | 25 | $3.00K | 0.00% | +25 | New |
| Byrne Asset Management LLC | 25 | $3.00K | 0.00% | +25 | New |
| Stephens Consulting, LLC | 26 | $3.21K | 0.00% | +26 | New |
| C M Bidwell & Associates Ltd | 30 | $4.00K | 0.00% | +30 | New |
| Manchester Capital Management LLC | 34 | $4.00K | 0.00% | +34 | New |
| Patriot Financial Group Insurance Agency, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 57 | $7.00K | 0.00% | −1,717−96.8% | Reduced |
| Fieldpoint Private Securities, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 54 | $7.00K | 0.00% | +54 | New |
| Jones Financial Companies LLLP | 64 | $8.00K | 0.00% | +64 | New |
| Aquatic Capital Management LLC | 100 | $12.0K | 0.02% | +100 | New |
| Covestor Ltd | 101 | $13.0K | 0.02% | +101 | New |
| TCI Wealth Advisors, Inc. | 132 | $16.0K | 0.00% | +10+8.2% | Added |
| Signaturefd, LLC | 138 | $17.0K | 0.00% | +107+345.2% | Added |
| Snowden Capital Advisors LLC | 144 | $17.0K | 0.00% | +144 | New |
| Huntington National Bank | 146 | $18.0K | 0.00% | −203−58.2% | Reduced |
| Fifth Third Bancorp | 149 | $18.0K | 0.00% | +55+58.5% | Added |
| Harvest Fund Management Co., Ltd | 168 | $20.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 159 | $20.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 180 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 183 | $23.0K | 0.00% | −44−19.4% | Reduced |
| Private Capital Group, LLC | 186 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 195 | $24.0K | 0.00% | +110+129.4% | Added |
| Acadian Asset Management LLC | 198 | $24.0K | 0.00% | +198 | New |
| Signet Financial Management, LLC | 252 | $31.0K | 0.00% | +252 | New |
| USA Financial Portformulas Corp | 278 | $34.0K | 0.03% | +278 | New |
| Lazard Asset Management LLC | 346 | $42.0K | 0.00% | +346 | New |
| FourThought Financial, LLC | 360 | $44.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 373 | $46.0K | 0.00% | +5+1.4% | Added |
| Markston International LLC | 575 | $71.0K | 0.07% | −25−4.2% | Reduced |
| Parkside Financial Bank & Trust | 592 | $73.0K | 0.02% | −234−28.3% | Reduced |
| Dark Forest Capital Management LP | 767 | $95.0K | 0.04% | +544+243.9% | Added |
| Captrust Financial Advisors | 811 | $100.0K | 0.00% | −10−1.2% | Reduced |
| Harbor Investment Advisory, LLC | 816 | $101.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 826 | $102.0K | 0.07% | +2+0.2% | Added |
| HM Payson & Co | 935 | $115.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $123.0K | 0.00% | +1,000 | New |
| Advisors Asset Management, Inc. | 1,003 | $123.8K | 0.00% | −203−16.8% | Reduced |
| Okabena Investment Services Inc | 1,064 | $131.0K | 0.05% | +1,064 | New |
| Simplex Trading, LLC | 1,430 | $176.0K | 0.01% | +1,430 | New |
| State of Wyoming | 1,426 | $176.0K | 0.08% | +1,426 | New |
| Advisor Group Holdings, Inc. | 1,569 | $195.0K | 0.00% | +158+11.2% | Added |
| Clearstead Advisors, LLC | 1,585 | $196.0K | 0.01% | +1,585 | New |
| National Asset Management, Inc. | 1,635 | $202.0K | 0.01% | +1,635 | New |
| GPS Wealth Strategies Group, LLC | 1,745 | $215.0K | 0.05% | +152+9.5% | Added |
| Advisor Partners LLC | 1,782 | $220.0K | 0.01% | +1,782 | New |
| Hirtle Callaghan & Co LLC | 1,815 | $224.0K | 0.01% | +1,815 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,907 | $235.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,979 | $244.0K | 0.07% | +194+10.9% | Added |
| Choate Investment Advisors | 2,007 | $248.0K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,052 | $253.0K | 0.10% | −387−15.9% | Reduced |
| Peapack Gladstone Financial Corp | 2,073 | $256.0K | 0.00% | +135+7.0% | Added |
| CIBC Asset Management Inc | 2,190 | $270.0K | 0.00% | −21−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2,229 | $275.0K | 0.00% | −145−6.1% | Reduced |
| Loews Corp | 2,261 | $279.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,414 | $298.0K | 0.00% | +2,414 | New |
| Gsa Capital Partners LLP | 2,540 | $313.0K | 0.04% | −13,485−84.1% | Reduced |
| Mackenzie Financial Corp | 2,609 | $322.0K | 0.00% | −21,778−89.3% | Reduced |
| Rice Hall James & Associates, LLC | 2,607 | $322.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,641 | $326.0K | 0.03% | +2,641 | New |
| O'Shaughnessy Asset Management, LLC | 2,655 | $328.0K | 0.01% | +329+14.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,711 | $335.0K | 0.00% | +21+0.8% | Added |
| Shelton Capital Management | 2,803 | $346.0K | 0.01% | −162−5.5% | Reduced |
| Coldstream Capital Management Inc | 2,854 | $352.0K | 0.01% | +2,854 | New |
| Moneta Group Investment Advisors LLC | 2,901 | $358.0K | 0.01% | −7−0.2% | Reduced |
| Sciencast Management LP | 2,851 | $363.0K | 0.06% | +2,851 | New |
| Aigen Investment Management, LP | 3,118 | $376.0K | 0.02% | +3,118 | New |
| Quantinno Capital Management LP | 3,140 | $387.0K | 0.07% | −948−23.2% | Reduced |
| Fort, L.P. | 3,219 | $397.0K | 0.13% | +3,219 | New |
| Dynamic Technology Lab Private Ltd | 3,250 | $401.0K | 0.04% | +3,250 | New |
| Public Employees Retirement System of Ohio | 3,465 | $428.0K | 0.00% | −234−6.3% | Reduced |
| Hayden Royal, LLC | 3,508 | $433.0K | 1.01% | −66−1.8% | Reduced |
| Blueshift Asset Management, LLC | 3,535 | $436.0K | 0.04% | −881−20.0% | Reduced |
| Voloridge Investment Management, LLC | 3,544 | $437.0K | 0.00% | +3,544 | New |
| Tower Research Capital LLC (TRC) | 3,656 | $451.0K | 0.01% | +643+21.3% | Added |
| Cornerstone Investment Partners, LLC | 3,706 | $457.0K | 0.03% | +1,590+75.1% | Added |
| Engineers Gate Manager LP | 3,710 | $458.0K | 0.02% | +3,710 | New |
| Citadel Advisors LLC | 3,750 | $463.0K | 0.00% | −14,186−79.1% | Reduced |
| Nisa Investment Advisors, LLC | 4,060 | $466.0K | 0.00% | −50−1.2% | Reduced |
| Henshaw Capital LLC | 4,148 | $511.9K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,242 | $523.0K | 0.01% | −72−1.7% | Reduced |
| Zions Bancorporation, N.A. | 4,320 | $533.0K | 0.05% | +720+20.0% | Added |
| Versor Investments LP | 4,319 | $533.0K | 0.02% | +4,319 | New |
| Profund Advisors LLC | 4,350 | $537.0K | 0.02% | −80−1.8% | Reduced |