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, Q1 2022
Institutional positions in Everforth Inc as of Mar 31, 2022. 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
- 278
- −15 vs. Q4 2021
- Shares held
- 48.6M
- +99.6K (+0.2%) vs. Q4 2021
- Total value
- $5.67B
- −$318.7M (−5.3%) vs. Q4 2021
- New holders
- 29
- 97 more added
- Sold out
- 44
- 106 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 2,770 | $323.0K | 0.00% | +59+2.2% | Added |
| Engineers Gate Manager LP | 2,680 | $313.0K | 0.01% | −1,030−27.8% | Reduced |
| Mackenzie Financial Corp | 2,669 | $311.0K | 0.00% | +60+2.3% | Added |
| Rice Hall James & Associates, LLC | 2,574 | $300.0K | 0.01% | −33−1.3% | Reduced |
| First Hawaiian Bank | 2,558 | $299.0K | 0.01% | −4,839−65.4% | Reduced |
| Susquehanna International Group, LLP | 2,359 | $275.0K | 0.00% | −10,454−81.6% | Reduced |
| Loews Corp | 2,261 | $264.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,190 | $256.0K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,133 | $249.0K | 0.00% | +60+2.9% | Added |
| CIBC Private Wealth Group, LLC | 2,104 | $246.0K | 0.00% | −125−5.6% | Reduced |
| Choate Investment Advisors | 2,007 | $234.0K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,932 | $225.0K | 0.09% | −120−5.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,884 | $220.0K | 0.05% | +139+8.0% | Added |
| Contravisory Investment Management, Inc. | 1,875 | $219.0K | 0.06% | −104−5.3% | Reduced |
| Franklin Resources Inc | 1,847 | $216.0K | 0.00% | +1,847 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $213.0K | 0.00% | −85−4.5% | Reduced |
| C M Bidwell & Associates Ltd | 1,770 | $207.0K | 0.14% | +1,740+5,800.0% | Added |
| Oppenheimer Asset Management Inc. | 1,737 | $203.0K | 0.00% | −677−28.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,709 | $199.0K | 0.00% | +140+8.9% | Added |
| Captrust Financial Advisors | 1,701 | $199.0K | 0.00% | +890+109.7% | Added |
| Tower Research Capital LLC (TRC) | 1,316 | $154.0K | 0.00% | −2,340−64.0% | Reduced |
| Simplex Trading, LLC | 1,120 | $130.0K | 0.00% | −310−21.7% | Reduced |
| Okabena Investment Services Inc | 1,064 | $124.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 1,052 | $123.0K | 0.00% | +52+5.2% | Added |
| Clearstead Advisors, LLC | 985 | $115.0K | 0.01% | −600−37.9% | Reduced |
| HM Payson & Co | 935 | $109.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 816 | $95.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 591 | $69.0K | 0.03% | −835−58.6% | Reduced |
| Eagle Bay Advisors LLC | 595 | $69.0K | 0.06% | −231−28.0% | Reduced |
| Parkside Financial Bank & Trust | 583 | $68.0K | 0.02% | −9−1.5% | Reduced |
| FourThought Financial, LLC | 360 | $42.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $37.3K | 0.00% | +320 | New |
| Covestor Ltd | 246 | $29.0K | 0.02% | +145+143.6% | Added |
| Parallel Advisors, LLC | 238 | $28.0K | 0.00% | −135−36.2% | Reduced |
| Prospera Financial Services Inc | 225 | $26.0K | 0.00% | +225 | New |
| Smithfield Trust Co | 185 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 186 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 188 | $22.0K | 0.00% | +56+42.4% | Added |
| Quadrant Capital Group LLC | 183 | $21.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 159 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 168 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 121 | $14.0K | 0.00% | −28−18.8% | Reduced |
| Huntington National Bank | 123 | $14.0K | 0.00% | −23−15.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 115 | $13.0K | 0.00% | +58+101.8% | Added |
| Global Retirement Partners, LLC | 125 | $13.0K | 0.00% | +125 | New |
| Rockefeller Capital Management L.P. | 108 | $12.0K | 0.00% | −87−44.6% | Reduced |
| Aquatic Capital Management LLC | 100 | $12.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 96 | $11.0K | 0.01% | +96 | New |
| Meeder Asset Management Inc | 76 | $9.00K | 0.00% | +76 | New |
| Steward Partners Investment Advisory, LLC | 68 | $8.00K | 0.00% | −112−62.2% | Reduced |
| Retirement Group, LLC | 69 | $8.00K | 0.00% | +54+360.0% | Added |
| Brown Brothers Harriman & Co | 70 | $8.00K | 0.00% | +70 | New |
| Jones Financial Companies LLLP | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 44 | $5.00K | 0.00% | +44 | New |
| Signaturefd, LLC | 38 | $4.00K | 0.00% | −100−72.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $4.00K | 0.00% | +17+130.8% | Added |
| Providence Capital Advisors, LLC | 34 | $4.00K | 0.00% | +34 | New |
| Manchester Capital Management LLC | 25 | $3.00K | 0.00% | −9−26.5% | Reduced |
| Howe & Rusling Inc | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $3.00K | 0.00% | +15+115.4% | Added |
| TSFG, LLC | 24 | $3.00K | 0.00% | +24 | New |
| First Horizon Advisors, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $2.00K | 0.00% | +22 | New |
| Charter Oak Capital Management, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Cordant, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Cullen/Frost Bankers, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Massmutual Trust Co FSB | 6 | $1.00K | 0.00% | +6 | New |
| Lindbrook Capital, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Allworth Financial LP | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Reinhart Partners, Inc. | 0 | $0 | 0.00% | −106,390−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −48,286−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,518−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −21,437−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −18,972−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −13,780−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −13,669−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −12,203−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,569−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −9,395−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −8,323−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,876−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,633−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −6,592−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,764−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,936−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −5,149−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −4,425−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |