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 2022
Institutional positions in Everforth Inc as of Dec 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
- 270
- −3 vs. Q3 2022
- Shares held
- 46.9M
- −693.7K (−1.5%) vs. Q3 2022
- Total value
- $3.77B
- −$537.2M (−12.5%) vs. Q3 2022
- New holders
- 34
- 78 more added
- Sold out
- 37
- 118 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2 | $163 | 0.00% | −1−33.3% | Reduced |
| Farther Finance Advisors, LLC | 2 | $163 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 81 | $359 | 0.00% | +81 | New |
| Manchester Capital Management LLC | 7 | $570 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 8 | $652 | 0.00% | +1+14.3% | Added |
| Sutton Wealth Advisors Inc. | 8 | $652 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $815 | 0.00% | −141−93.4% | Reduced |
| Ellevest, Inc. | 10 | $815 | 0.00% | −116−92.1% | Reduced |
| Schubert & Co | 10 | $815 | 0.00% | −20−66.7% | Reduced |
| SJS Investment Consulting Inc. | 11 | $896 | 0.00% | −1−8.3% | Reduced |
| Bell Investment Advisors, Inc | 12 | $978 | 0.00% | +1+9.1% | Added |
| HWG Holdings LP | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 16 | $1.00K | 0.00% | +16 | New |
| First Horizon Advisors, Inc. | 14 | $1.14K | 0.00% | −10−41.7% | Reduced |
| M&R Capital Management Inc | 18 | $1.47K | 0.00% | +18 | New |
| Advisory Services Network, LLC | 18 | $1.47K | 0.00% | +18 | New |
| RFP Financial Group LLC | 23 | $1.87K | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.61K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 47 | $3.00K | 0.00% | −17−26.6% | Reduced |
| Ronald Blue Trust, Inc. | 34 | $3.00K | 0.00% | +12+54.5% | Added |
| Tfo-TDC, LLC | 32 | $3.29K | 0.00% | +32 | New |
| IFP Advisors, Inc | 54 | $4.00K | 0.00% | −31−36.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 51 | $4.16K | 0.00% | +51 | New |
| Jones Financial Companies LLLP | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $5.54K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 71 | $5.79K | 0.00% | +71 | New |
| Retirement Group, LLC | 69 | $6.00K | 0.00% | +69 | New |
| GWM Advisors LLC | 241 | $6.04K | 0.00% | +241 | New |
| TCI Wealth Advisors, Inc. | 76 | $6.19K | 0.00% | +51+204.0% | Added |
| Massmutual Trust Co FSB | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 87 | $7.09K | 0.00% | −488−84.9% | Reduced |
| Key Financial Inc | 96 | $8.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 130 | $10.6K | 0.00% | +5+4.0% | Added |
| Okabena Investment Services Inc | 149 | $12.1K | 0.01% | −1,014−87.2% | Reduced |
| EverSource Wealth Advisors, LLC | 155 | $12.6K | 0.00% | +155 | New |
| DuPont Capital Management Corp | 158 | $12.9K | 0.00% | −30−16.0% | Reduced |
| Huntington National Bank | 162 | $13.2K | 0.00% | +48+42.1% | Added |
| AdvisorNet Financial, Inc | 166 | $13.5K | 0.00% | +7+4.4% | Added |
| Signaturefd, LLC | 173 | $14.1K | 0.00% | +45+35.2% | Added |
| Smithfield Trust Co | 185 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 204 | $16.6K | 0.00% | +14+7.4% | Added |
| Belpointe Asset Management LLC | 226 | $18.4K | 0.00% | +226 | New |
| Acadian Asset Management LLC | 266 | $21.0K | 0.00% | −1,251−82.5% | Reduced |
| Parallel Advisors, LLC | 263 | $21.4K | 0.00% | −24−8.4% | Reduced |
| Lazard Asset Management LLC | 325 | $26.0K | 0.00% | −2,536−88.6% | Reduced |
| CWM, LLC | 313 | $26.0K | 0.00% | +20+6.8% | Added |
| Nomura Asset Management Co Ltd | 320 | $26.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 350 | $28.5K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 544 | $44.3K | 0.32% | +544 | New |
| Parkside Financial Bank & Trust | 579 | $47.2K | 0.01% | −24−4.0% | Reduced |
| Quadrant Capital Group LLC | 603 | $49.1K | 0.01% | +142+30.8% | Added |
| Covestor Ltd | 665 | $54.0K | 0.04% | −46−6.5% | Reduced |
| Eagle Bay Advisors LLC | 883 | $72.0K | 0.04% | −293−24.9% | Reduced |
| Harbor Investment Advisory, LLC | 926 | $75.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 935 | $76.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,200 | $98.0K | 0.01% | +1,200 | New |
| Glassman Wealth Services | 1,215 | $99.0K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,754 | $142.9K | 0.01% | +1,754 | New |
| Resurgent Financial Advisors LLC | 1,760 | $143.4K | 0.08% | −1,895−51.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $148.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,010 | $163.5K | 0.00% | +14+0.7% | Added |
| Public Employees Retirement System of Ohio | 2,365 | $193.0K | 0.00% | −1,528−39.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,514 | $205.0K | 0.01% | −1,670−39.9% | Reduced |
| Shelton Capital Management | 2,570 | $209.4K | 0.02% | −233−8.3% | Reduced |
| Coldstream Capital Management Inc | 2,679 | $218.3K | 0.01% | +2,679 | New |
| State of Wyoming | 2,712 | $221.0K | 0.07% | +2,712 | New |
| Raymond James Financial Services Advisors, Inc. | 2,744 | $223.6K | 0.00% | +6+0.2% | Added |
| Metropolitan Life Insurance Co | 3,014 | $245.6K | 0.01% | +113+3.9% | Added |
| Mackenzie Financial Corp | 3,120 | $254.2K | 0.00% | −165−5.0% | Reduced |
| Shell Asset Management Co | 3,140 | $256.0K | 0.01% | −666−17.5% | Reduced |
| Quantinno Capital Management LP | 3,140 | $256.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,238 | $263.8K | 0.02% | +253+8.5% | Added |
| Susquehanna International Group, LLP | 3,256 | $265.3K | 0.00% | −17,101−84.0% | Reduced |
| Hohimer Wealth Management, LLC | 3,292 | $268.2K | 0.09% | −13,951−80.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,447 | $280.9K | 0.00% | −113−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 3,547 | $289.0K | 0.00% | −1,992−36.0% | Reduced |
| Keybank National Association | 3,561 | $290.1K | 0.00% | −479−11.9% | Reduced |
| Cantor Fitzgerald, L. P. | 3,604 | $294.0K | 0.01% | +26+0.7% | Added |
| Quantbot Technologies LP | 3,619 | $294.9K | 0.02% | −183−4.8% | Reduced |
| Crossmark Global Holdings, Inc. | 3,694 | $301.0K | 0.01% | −598−13.9% | Reduced |
| Argent Capital Management LLC | 3,734 | $304.2K | 0.01% | −3,934−51.3% | Reduced |
| Stifel Financial Corp | 3,883 | $316.4K | 0.00% | −365−8.6% | Reduced |
| MQS Management LLC | 4,101 | $334.1K | 0.23% | +4,101 | New |
| FDx Advisors, Inc. | 4,116 | $335.0K | 0.01% | +211+5.4% | Added |
| Versor Investments LP | 4,316 | $351.7K | 0.03% | −3,300−43.3% | Reduced |
| Securian Asset Management, Inc | 4,544 | $370.2K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,571 | $372.4K | 0.02% | +4,377+2,256.2% | Added |
| STRS Ohio | 4,600 | $374.0K | 0.00% | −10,600−69.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,618 | $376.3K | 0.01% | −2,632−36.3% | Reduced |
| American Century Companies Inc | 4,710 | $383.8K | 0.00% | +2,233+90.1% | Added |
| Henshaw Capital LLC | 4,781 | $389.6K | 0.03% | 00.0% | Unchanged |
| Lindenwold Advisors | 4,998 | $407.2K | 0.27% | −340−6.4% | Reduced |
| Jump Financial, LLC | 5,026 | $409.5K | 0.02% | +5,026 | New |
| Quadrature Capital Ltd | 5,047 | $411.3K | 0.01% | +5,047 | New |
| HSBC Holdings PLC | 5,091 | $414.7K | 0.00% | −20,497−80.1% | Reduced |
| Summit Global Investments | 5,800 | $473.0K | 0.04% | 00.0% | Unchanged |