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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.

Institutional holdersQ2 2023: 250 institutions
Q1 2021: 280 institutionsQ2 2021: 267 institutionsQ3 2021: 249 institutionsQ4 2021: 297 institutionsQ1 2022: 278 institutionsQ2 2022: 290 institutionsQ3 2022: 276 institutionsQ4 2022: 270 institutionsQ1 2023: 275 institutionsQ2 2023: 250 institutionsQ3 2023: 261 institutionsQ4 2023: 277 institutionsQ1 2024: 279 institutionsQ2 2024: 295 institutionsQ3 2024: 294 institutionsQ4 2024: 307 institutionsQ1 2025: 303 institutionsQ2 2025: 285 institutionsQ3 2025: 296 institutionsQ4 2025: 274 institutionsQ1 2026: 248 institutionsQ2 2026: 247 institutions
Value heldQ2 2023: $3.51B
Q1 2021: $4.82BQ2 2021: $4.85BQ3 2021: $5.65BQ4 2021: $6.01BQ1 2022: $5.67BQ2 2022: $4.39BQ3 2022: $4.34BQ4 2022: $3.77BQ1 2023: $3.84BQ2 2023: $3.51BQ3 2023: $3.69BQ4 2023: $4.27BQ1 2024: $4.59BQ2 2024: $3.81BQ3 2024: $3.97BQ4 2024: $3.59BQ1 2025: $2.70BQ2 2025: $2.15BQ3 2025: $1.99BQ4 2025: $1.96BQ1 2026: $1.67BQ2 2026: $774.1M
Institutions holding EFOR and their total value by quarter
QuarterHoldersValue
Q2 2026247$774.1M
Q1 2026248$1.67B
Q4 2025274$1.96B
Q3 2025296$1.99B
Q2 2025285$2.15B
Q1 2025303$2.70B
Q4 2024307$3.59B
Q3 2024294$3.97B
Q2 2024295$3.81B
Q1 2024279$4.59B
Q4 2023277$4.27B
Q3 2023261$3.69B
Q2 2023250$3.51B
Q1 2023275$3.84B
Q4 2022270$3.77B
Q3 2022276$4.34B
Q2 2022290$4.39B
Q1 2022278$5.67B
Q4 2021297$6.01B
Q3 2021249$5.65B
Q2 2021267$4.85B
Q1 2021280$4.82B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q1 2023.

Institutions holding EFOR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.1,271$96.1K0.00%−381−23.1%Reduced
Counterpoint Mutual Funds LLC1,260$95.3K0.09%+157+14.2%Added
National Bank of Canada1,250$94.5K0.00%00.0%Unchanged
Eagle Bay Advisors LLC1,086$82.2K0.05%−298−21.5%Reduced
Harbor Investment Advisory, LLC1,059$80.1K0.01%+133+14.4%Added
HM Payson & Co935$70.7K0.00%00.0%Unchanged
Quadrant Capital Group LLC804$60.8K0.01%+353+78.3%Added
CWM, LLC727$55.0K0.00%+411+130.1%Added
Nisa Investment Advisors, LLC694$52.5K0.00%−2,646−79.2%Reduced
Parkside Financial Bank & Trust671$50.7K0.01%+20+3.1%Added
EverSource Wealth Advisors, LLC444$33.6K0.00%+271+156.6%Added
Venturi Wealth Management, LLC385$29.1K0.00%00.0%Unchanged
Pinebridge Investments, L.P.377$28.5K0.00%+377New
Clearstead Advisors, LLC350$26.5K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd320$24.2K0.00%00.0%Unchanged
Huntington National Bank286$21.6K0.00%+130+83.3%Added
Parallel Advisors, LLC263$19.9K0.00%+24+10.0%Added
Fifth Third Bancorp222$16.8K0.00%+24+12.1%Added
Covestor Ltd210$16.0K0.01%−859−80.4%Reduced
Signaturefd, LLC200$15.1K0.00%+124+163.2%Added
Smithfield Trust Co185$14.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc171$12.9K0.00%−1−0.6%Reduced
Okabena Investment Services Inc149$11.3K0.01%−5,988−97.6%Reduced
GWM Advisors LLC145$11.0K0.00%−22−13.2%Reduced
Key Financial Inc96$7.26K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co83$6.28K0.00%−68−45.0%Reduced
Retirement Group, LLC69$5.22K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC68$5.14K0.00%00.0%Unchanged
JJJ Advisors Inc.65$4.92K0.00%+65New
PFS Partners, LLC48$3.63K0.00%+48New
First Horizon Advisors, Inc.28$2.12K0.00%+14+100.0%Added
JFS Wealth Advisors, LLC27$2.04K0.00%+8+42.1%Added
Byrne Asset Management LLC25$2.00K0.00%00.0%Unchanged
RFP Financial Group LLC23$1.74K0.00%00.0%Unchanged
Versant Capital Management, Inc22$1.66K0.00%+22New
Farmers & Merchants Investments Inc21$1.59K0.00%−3−12.5%Reduced
Massmutual Trust Co FSB15$1.13K0.00%−18−54.5%Reduced
Glassman Wealth Services15$1.13K0.00%00.0%Unchanged
Hexagon Capital Partners LLC9$6810.00%−32−78.0%Reduced
SJS Investment Consulting Inc.9$6810.00%+2+28.6%Added
Baker Avenue Asset Management, LP7$5290.00%+7New
Disciplined Investments, LLC6$4540.00%−4−40.0%Reduced
Allworth Financial LP5$3790.00%+5New
Lindbrook Capital, LLC5$3780.00%+5New
Sofos Investments, Inc.76$3160.00%+76New
Proequities, Inc.2$1510.00%00.0%Unchanged
Private Trust Co NA2$1510.00%00.0%Unchanged
Ronald Blue Trust, Inc.2$00.00%−14−87.5%Reduced
Comerica Bank2,706$00.00%+2,706New
Avion Wealth7$00.00%+7New
Wellington Management Group LLP0$00.00%−283,832−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−85,390−100.0%Sold out
Ziegler Capital Management, LLC0$00.00%−59,880−100.0%Sold out
Twinbeech Capital LP0$00.00%−44,314−100.0%Sold out
Renaissance Technologies LLC0$00.00%−37,194−100.0%Sold out
Moody Aldrich Partners LLC0$00.00%−36,841−100.0%Sold out
Fiera Capital Corp0$00.00%−30,339−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−23,336−100.0%Sold out
Engineers Gate Manager LP0$00.00%−22,435−100.0%Sold out
Royce & Associates LP0$00.00%−22,000−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−20,170−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−17,844−100.0%Sold out
Verition Fund Management LLC0$00.00%−14,711−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−10,176−100.0%Sold out
Ergoteles LLC0$00.00%−9,285−100.0%Sold out
Blair William & Co0$00.00%−7,552−100.0%Sold out
Summit Global Investments0$00.00%−7,100−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−6,192−100.0%Sold out
MQS Management LLC0$00.00%−6,169−100.0%Sold out
Virtu Financial LLC0$00.00%−5,747−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−5,440−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−4,708−100.0%Sold out
Stifel Financial Corp0$00.00%−4,558−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−4,362−100.0%Sold out
Meritage Portfolio Management0$00.00%−4,087−100.0%Sold out
Nebula Research & Development LLC0$00.00%−3,532−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−3,254−100.0%Sold out
Vise Technologies, Inc.0$00.00%−2,942−100.0%Sold out
Profund Advisors LLC0$00.00%−2,746−100.0%Sold out
Shelton Capital Management0$00.00%−2,586−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−2,572−100.0%Sold out
Acrisure Capital Management, LLC0$00.00%−2,522−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−1,101−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−804−100.0%Sold out
Virtus Fund Advisers, LLC0$00.00%−544−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−520−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−159−100.0%Sold out
Simplex Trading, LLC0$00.00%−157−100.0%Sold out
DuPont Capital Management Corp0$00.00%−132−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−101−100.0%Sold out
Ellevest, Inc.0$00.00%−59−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−51−100.0%Sold out
BerganKDV Wealth Management, LLC0$00.00%−33−100.0%Sold out
TSFG, LLC0$00.00%−24−100.0%Sold out
Steward Financial Group LLC0$00.00%−33−100.0%Sold out
Advisory Services Network, LLC0$00.00%−18−100.0%Sold out
HWG Holdings LP0$00.00%−17−100.0%Sold out
Schubert & Co0$00.00%−15−100.0%Sold out
Manchester Capital Management LLC0$00.00%−8−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−6−100.0%Sold out