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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 4,242 | $523.0K | 0.01% | −72−1.7% | Reduced |
| Henshaw Capital LLC | 4,148 | $511.9K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,060 | $466.0K | 0.00% | −50−1.2% | Reduced |
| Citadel Advisors LLC | 3,750 | $463.0K | 0.00% | −14,186−79.1% | Reduced |
| Engineers Gate Manager LP | 3,710 | $458.0K | 0.02% | +3,710 | New |
| Cornerstone Investment Partners, LLC | 3,706 | $457.0K | 0.03% | +1,590+75.1% | Added |
| Tower Research Capital LLC (TRC) | 3,656 | $451.0K | 0.01% | +643+21.3% | Added |
| Voloridge Investment Management, LLC | 3,544 | $437.0K | 0.00% | +3,544 | New |
| Blueshift Asset Management, LLC | 3,535 | $436.0K | 0.04% | −881−20.0% | Reduced |
| Hayden Royal, LLC | 3,508 | $433.0K | 1.01% | −66−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 3,465 | $428.0K | 0.00% | −234−6.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,250 | $401.0K | 0.04% | +3,250 | New |
| Fort, L.P. | 3,219 | $397.0K | 0.13% | +3,219 | New |
| Quantinno Capital Management LP | 3,140 | $387.0K | 0.07% | −948−23.2% | Reduced |
| Aigen Investment Management, LP | 3,118 | $376.0K | 0.02% | +3,118 | New |
| Sciencast Management LP | 2,851 | $363.0K | 0.06% | +2,851 | New |
| Moneta Group Investment Advisors LLC | 2,901 | $358.0K | 0.01% | −7−0.2% | Reduced |
| Coldstream Capital Management Inc | 2,854 | $352.0K | 0.01% | +2,854 | New |
| Shelton Capital Management | 2,803 | $346.0K | 0.01% | −162−5.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,711 | $335.0K | 0.00% | +21+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 2,655 | $328.0K | 0.01% | +329+14.1% | Added |
| Mount Yale Investment Advisors, LLC | 2,641 | $326.0K | 0.03% | +2,641 | New |
| 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 |
| Gsa Capital Partners LLP | 2,540 | $313.0K | 0.04% | −13,485−84.1% | Reduced |
| Oppenheimer Asset Management Inc. | 2,414 | $298.0K | 0.00% | +2,414 | New |
| Loews Corp | 2,261 | $279.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,229 | $275.0K | 0.00% | −145−6.1% | Reduced |
| CIBC Asset Management Inc | 2,190 | $270.0K | 0.00% | −21−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 2,073 | $256.0K | 0.00% | +135+7.0% | Added |
| Prudent Man Advisors, LLC | 2,052 | $253.0K | 0.10% | −387−15.9% | Reduced |
| Choate Investment Advisors | 2,007 | $248.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,979 | $244.0K | 0.07% | +194+10.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,907 | $235.0K | 0.00% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,815 | $224.0K | 0.01% | +1,815 | New |
| Advisor Partners LLC | 1,782 | $220.0K | 0.01% | +1,782 | New |
| GPS Wealth Strategies Group, LLC | 1,745 | $215.0K | 0.05% | +152+9.5% | Added |
| National Asset Management, Inc. | 1,635 | $202.0K | 0.01% | +1,635 | New |
| Clearstead Advisors, LLC | 1,585 | $196.0K | 0.01% | +1,585 | New |
| Advisor Group Holdings, Inc. | 1,569 | $195.0K | 0.00% | +158+11.2% | Added |
| Simplex Trading, LLC | 1,430 | $176.0K | 0.01% | +1,430 | New |
| State of Wyoming | 1,426 | $176.0K | 0.08% | +1,426 | New |
| Okabena Investment Services Inc | 1,064 | $131.0K | 0.05% | +1,064 | New |
| Advisors Asset Management, Inc. | 1,003 | $123.8K | 0.00% | −203−16.8% | Reduced |
| CWM, LLC | 1,000 | $123.0K | 0.00% | +1,000 | New |
| HM Payson & Co | 935 | $115.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 826 | $102.0K | 0.07% | +2+0.2% | Added |
| Harbor Investment Advisory, LLC | 816 | $101.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 811 | $100.0K | 0.00% | −10−1.2% | Reduced |
| Dark Forest Capital Management LP | 767 | $95.0K | 0.04% | +544+243.9% | Added |
| Parkside Financial Bank & Trust | 592 | $73.0K | 0.02% | −234−28.3% | Reduced |
| Markston International LLC | 575 | $71.0K | 0.07% | −25−4.2% | Reduced |
| Parallel Advisors, LLC | 373 | $46.0K | 0.00% | +5+1.4% | Added |
| FourThought Financial, LLC | 360 | $44.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 346 | $42.0K | 0.00% | +346 | New |
| USA Financial Portformulas Corp | 278 | $34.0K | 0.03% | +278 | New |
| Signet Financial Management, LLC | 252 | $31.0K | 0.00% | +252 | New |
| 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 |
| 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 |
| Steward Partners Investment Advisory, LLC | 180 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 168 | $20.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 159 | $20.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 146 | $18.0K | 0.00% | −203−58.2% | Reduced |
| Fifth Third Bancorp | 149 | $18.0K | 0.00% | +55+58.5% | Added |
| Signaturefd, LLC | 138 | $17.0K | 0.00% | +107+345.2% | Added |
| Snowden Capital Advisors LLC | 144 | $17.0K | 0.00% | +144 | New |
| TCI Wealth Advisors, Inc. | 132 | $16.0K | 0.00% | +10+8.2% | Added |
| Covestor Ltd | 101 | $13.0K | 0.02% | +101 | New |
| Aquatic Capital Management LLC | 100 | $12.0K | 0.02% | +100 | New |
| Jones Financial Companies LLLP | 64 | $8.00K | 0.00% | +64 | New |
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $4.00K | 0.00% | +30 | New |
| Manchester Capital Management LLC | 34 | $4.00K | 0.00% | +34 | New |
| Stephens Consulting, LLC | 26 | $3.21K | 0.00% | +26 | 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 |
| 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 |
| 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 |
| McDonald Partners LLC | 8 | $987 | 0.00% | +8 | New |
| Absolute Capital Management, LLC | 8 | $987 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 5 | $617 | 0.00% | +5 | New |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −141,445−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −48,194−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −20,501−100.0% | Sold out |