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 |
|---|---|---|---|---|---|
| State of Wyoming | 2,712 | $221.0K | 0.07% | +2,712 | New |
| Coldstream Capital Management Inc | 2,679 | $218.3K | 0.01% | +2,679 | New |
| Shelton Capital Management | 2,570 | $209.4K | 0.02% | −233−8.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,514 | $205.0K | 0.01% | −1,670−39.9% | Reduced |
| Public Employees Retirement System of Ohio | 2,365 | $193.0K | 0.00% | −1,528−39.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,010 | $163.5K | 0.00% | +14+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $148.5K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,760 | $143.4K | 0.08% | −1,895−51.8% | Reduced |
| Point72 Middle East FZE | 1,754 | $142.9K | 0.01% | +1,754 | New |
| Glassman Wealth Services | 1,215 | $99.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,200 | $98.0K | 0.01% | +1,200 | New |
| HM Payson & Co | 935 | $76.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 926 | $75.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 883 | $72.0K | 0.04% | −293−24.9% | Reduced |
| Covestor Ltd | 665 | $54.0K | 0.04% | −46−6.5% | Reduced |
| Quadrant Capital Group LLC | 603 | $49.1K | 0.01% | +142+30.8% | Added |
| Parkside Financial Bank & Trust | 579 | $47.2K | 0.01% | −24−4.0% | Reduced |
| Virtus Fund Advisers, LLC | 544 | $44.3K | 0.32% | +544 | New |
| Clearstead Advisors, LLC | 350 | $28.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $26.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 263 | $21.4K | 0.00% | −24−8.4% | Reduced |
| Acadian Asset Management LLC | 266 | $21.0K | 0.00% | −1,251−82.5% | Reduced |
| Belpointe Asset Management LLC | 226 | $18.4K | 0.00% | +226 | New |
| Fifth Third Bancorp | 204 | $16.6K | 0.00% | +14+7.4% | Added |
| Smithfield Trust Co | 185 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 173 | $14.1K | 0.00% | +45+35.2% | Added |
| AdvisorNet Financial, Inc | 166 | $13.5K | 0.00% | +7+4.4% | Added |
| Huntington National Bank | 162 | $13.2K | 0.00% | +48+42.1% | Added |
| DuPont Capital Management Corp | 158 | $12.9K | 0.00% | −30−16.0% | Reduced |
| EverSource Wealth Advisors, LLC | 155 | $12.6K | 0.00% | +155 | New |
| Okabena Investment Services Inc | 149 | $12.1K | 0.01% | −1,014−87.2% | Reduced |
| Global Retirement Partners, LLC | 130 | $10.6K | 0.00% | +5+4.0% | Added |
| Key Financial Inc | 96 | $8.68K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 87 | $7.09K | 0.00% | −488−84.9% | Reduced |
| Massmutual Trust Co FSB | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 76 | $6.19K | 0.00% | +51+204.0% | Added |
| GWM Advisors LLC | 241 | $6.04K | 0.00% | +241 | New |
| Retirement Group, LLC | 69 | $6.00K | 0.00% | +69 | New |
| Concord Wealth Partners | 71 | $5.79K | 0.00% | +71 | New |
| Steward Partners Investment Advisory, LLC | 68 | $5.54K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 51 | $4.16K | 0.00% | +51 | New |
| IFP Advisors, Inc | 54 | $4.00K | 0.00% | −31−36.5% | Reduced |
| Tfo-TDC, LLC | 32 | $3.29K | 0.00% | +32 | New |
| 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 |
| JFS Wealth Advisors, LLC | 32 | $2.61K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 23 | $1.87K | 0.00% | +23 | New |
| Advisory Services Network, LLC | 18 | $1.47K | 0.00% | +18 | New |
| M&R Capital Management Inc | 18 | $1.47K | 0.00% | +18 | New |
| First Horizon Advisors, Inc. | 14 | $1.14K | 0.00% | −10−41.7% | Reduced |
| HWG Holdings LP | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 16 | $1.00K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 12 | $978 | 0.00% | +1+9.1% | Added |
| SJS Investment Consulting Inc. | 11 | $896 | 0.00% | −1−8.3% | Reduced |
| 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 |
| Disciplined Investments, LLC | 8 | $652 | 0.00% | +1+14.3% | Added |
| Sutton Wealth Advisors Inc. | 8 | $652 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $570 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 81 | $359 | 0.00% | +81 | New |
| Allworth Financial LP | 2 | $163 | 0.00% | −1−33.3% | Reduced |
| Farther Finance Advisors, LLC | 2 | $163 | 0.00% | +2 | New |
| Private Trust Co NA | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −190,110−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −60,175−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −52,775−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −50,240−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −47,157−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −30,753−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,413−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,769−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −14,459−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −11,801−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −9,141−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,297−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,638−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,738−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −3,705−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,314−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −2,508−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −145−100.0% | Sold out |