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, Q2 2023
Institutional positions in Everforth Inc as of Jun 30, 2023. 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
- 250
- −25 vs. Q1 2023
- Shares held
- 46.3M
- −15.4K (0.0%) vs. Q1 2023
- Total value
- $3.51B
- −$329.7M (−8.6%) vs. Q1 2023
- New holders
- 28
- 96 more added
- Sold out
- 53
- 99 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leith Wheeler Investment Counsel Ltd. | 131,427 | $9.94M | 1.30% | +655+0.5% | Added |
| Retirement Systems of Alabama | 147,013 | $11.1M | 0.05% | −4,601−3.0% | Reduced |
| Wells Fargo & Company | 147,667 | $11.2M | 0.00% | −29,069−16.4% | Reduced |
| Natixis Advisors, L.P. | 147,763 | $11.2M | 0.03% | −6,047−3.9% | Reduced |
| Price T Rowe Associates Inc | 152,291 | $11.5M | 0.00% | −59,427−28.1% | Reduced |
| Glenmede Trust Co NA | 149,298 | $12.3M | 0.07% | +275+0.2% | Added |
| D. E. Shaw & Co., Inc. | 184,319 | $13.9M | 0.02% | +80,469+77.5% | Added |
| Fort Washington Investment Advisors Inc | 184,710 | $14.0M | 0.10% | +34,810+23.2% | Added |
| Principal Financial Group Inc | 186,720 | $14.1M | 0.01% | −17,277−8.5% | Reduced |
| Rhumbline Advisers | 187,469 | $14.2M | 0.02% | +6,533+3.6% | Added |
| Millennium Management LLC | 196,970 | $14.9M | 0.02% | +88,281+81.2% | Added |
| Allspring Global Investments Holdings, LLC | 201,035 | $15.2M | 0.02% | −95,501−32.2% | Reduced |
| Peregrine Capital Management LLC | 205,869 | $15.6M | 0.42% | +2,492+1.2% | Added |
| SEI Investments Co | 208,395 | $15.8M | 0.03% | −32,801−13.6% | Reduced |
| Truist Financial Corp | 213,744 | $16.2M | 0.03% | +34,987+19.6% | Added |
| Laurus Investment Counsel Inc. | 177,651 | $17.8M | 6.39% | −360−0.2% | Reduced |
| Systematic Financial Management LP | 249,502 | $18.9M | 0.60% | +2,887+1.2% | Added |
| Jennison Associates LLC | 256,247 | $19.4M | 0.02% | +11,222+4.6% | Added |
| Incline Global Management LLC | 275,771 | $20.9M | 5.83% | +275,771 | New |
| JPMorgan Chase & Co | 280,047 | $21.2M | 0.00% | +20,409+7.9% | Added |
| New South Capital Management Inc | 285,902 | $21.6M | 0.96% | +62,784+28.1% | Added |
| Nuveen Asset Management, LLC | 317,217 | $24.0M | 0.01% | +2,261+0.7% | Added |
| Bank of America Corp | 334,834 | $25.3M | 0.00% | −63,364−15.9% | Reduced |
| Citadel Advisors LLC | 346,061 | $26.2M | 0.03% | +313,051+948.4% | Added |
| AQR Capital Management LLC | 379,879 | $28.7M | 0.06% | +170,603+81.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 444,657 | $33.6M | 0.37% | −120,036−21.3% | Reduced |
| Victory Capital Management Inc | 450,045 | $34.0M | 0.04% | +441,953+5,461.6% | Added |
| Reinhart Partners, Inc. | 462,982 | $35.0M | 1.77% | +231,479+100.0% | Added |
| Bank of New York Mellon Corp | 520,824 | $39.4M | 0.01% | +1800.0% | Added |
| Norges Bank | 523,473 | $39.6M | 0.01% | +53,533+11.4% | Added |
| Charles Schwab Investment Management Inc | 555,975 | $42.0M | 0.01% | −529−0.1% | Reduced |
| Morgan Stanley | 613,210 | $46.4M | 0.00% | +70,568+13.0% | Added |
| Aristotle Capital Boston, LLC | 621,707 | $47.0M | 1.41% | +14,151+2.3% | Added |
| Northern Trust Corp | 638,254 | $48.3M | 0.01% | −10,327−1.6% | Reduced |
| Goldman Sachs Group Inc | 743,660 | $56.2M | 0.01% | +103,553+16.2% | Added |
| Pictet Asset Management SA | 783,422 | $59.3M | 0.07% | −34,003−4.2% | Reduced |
| Pathstone Family Office, LLC | 918,363 | $69.5M | 0.99% | +39,827+4.5% | Added |
| Schroder Investment Management Group | 957,783 | $72.4M | 0.10% | +65,063+7.3% | Added |
| Geode Capital Management, LLC | 974,818 | $73.7M | 0.01% | +44,267+4.8% | Added |
| Macquarie Group Ltd | 1,305,195 | $98.7M | 0.11% | +24,483+1.9% | Added |
| Thrivent Financial for Lutherans | 1,317,819 | $99.7M | 0.23% | +416,959+46.3% | Added |
| Invesco Ltd. | 1,331,469 | $100.7M | 0.03% | −14,701−1.1% | Reduced |
| FIL Ltd | 1,440,365 | $108.9M | 0.12% | +5,421+0.4% | Added |
| Boston Partners | 1,625,073 | $123.2M | 0.17% | −16,641−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,641,810 | $124.2M | 0.04% | +144,647+9.7% | Added |
| State Street Corp | 1,704,753 | $128.9M | 0.01% | +21,269+1.3% | Added |
| Bamco Inc | 2,210,162 | $167.2M | 0.46% | +79,181+3.7% | Added |
| FMR LLC | 4,037,966 | $305.4M | 0.03% | −1,784,689−30.7% | Reduced |
| Vanguard Group Inc | 4,929,798 | $372.8M | 0.01% | −81,885−1.6% | Reduced |
| BlackRock Inc. | 5,744,169 | $434.4M | 0.01% | +35,297+0.6% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −283,832−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −85,390−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −59,880−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −44,314−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −37,194−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −36,841−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −30,339−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −23,336−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −22,435−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −20,170−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −17,844−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −14,711−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −10,176−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,285−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −7,552−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −6,192−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,169−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,747−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,440−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,708−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −4,558−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,362−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −4,087−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,532−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,254−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,746−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,586−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −2,572−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −804−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |