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, Q3 2023
Institutional positions in Everforth Inc as of Sep 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
- 261
- +12 vs. Q2 2023
- Shares held
- 45.1M
- −395.8K (−0.9%) vs. Q2 2023
- Total value
- $3.69B
- +$244.6M (+7.1%) vs. Q2 2023
- New holders
- 39
- 85 more added
- Sold out
- 27
- 97 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,637,726 | $460.5M | 0.01% | −106,443−1.9% | Reduced |
| Vanguard Group Inc | 4,813,641 | $393.2M | 0.01% | −116,157−2.4% | Reduced |
| FMR LLC | 3,937,665 | $321.6M | 0.03% | −100,301−2.5% | Reduced |
| Bamco Inc | 2,210,162 | $180.5M | 0.52% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,710,457 | $139.7M | 0.05% | +68,647+4.2% | Added |
| State Street Corp | 1,695,257 | $138.5M | 0.01% | −9,496−0.6% | Reduced |
| Invesco Ltd. | 1,378,595 | $112.6M | 0.03% | +47,126+3.5% | Added |
| Macquarie Group Ltd | 1,355,152 | $110.7M | 0.14% | +49,957+3.8% | Added |
| Boston Partners | 1,348,907 | $110.3M | 0.15% | −276,166−17.0% | Reduced |
| Thrivent Financial for Lutherans | 1,254,952 | $102.5M | 0.24% | −62,867−4.8% | Reduced |
| FIL Ltd | 1,121,306 | $91.6M | 0.11% | −319,059−22.2% | Reduced |
| Geode Capital Management, LLC | 1,006,121 | $82.2M | 0.01% | +31,303+3.2% | Added |
| Pathstone Family Office, LLC | 919,155 | $75.1M | 0.58% | +792+0.1% | Added |
| Victory Capital Management Inc | 872,210 | $71.2M | 0.08% | +422,165+93.8% | Added |
| Schroder Investment Management Group | 839,676 | $68.6M | 0.10% | −118,107−12.3% | Reduced |
| Goldman Sachs Group Inc | 755,676 | $61.7M | 0.02% | +12,016+1.6% | Added |
| Northern Trust Corp | 623,055 | $50.9M | 0.01% | −15,199−2.4% | Reduced |
| Aristotle Capital Boston, LLC | 618,905 | $50.6M | 1.63% | −2,802−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 548,538 | $44.8M | 0.01% | −7,437−1.3% | Reduced |
| Bank of New York Mellon Corp | 506,154 | $41.3M | 0.01% | −14,670−2.8% | Reduced |
| Norges Bank | 504,973 | $41.2M | 0.01% | −18,500−3.5% | Reduced |
| Morgan Stanley | 495,937 | $40.5M | 0.00% | −117,273−19.1% | Reduced |
| Reinhart Partners, Inc. | 490,853 | $40.1M | 2.08% | +27,871+6.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 455,592 | $37.2M | 0.42% | +10,935+2.5% | Added |
| AQR Capital Management LLC | 452,228 | $36.9M | 0.08% | +72,349+19.0% | Added |
| T. Rowe Price Investment Management, Inc. | 386,588 | $31.6M | 0.02% | +386,588 | New |
| Pictet Asset Management Holding SA | 376,394 | $30.7M | 0.04% | +376,394 | New |
| Bank of America Corp | 360,148 | $29.4M | 0.00% | +25,314+7.6% | Added |
| Nuveen Asset Management, LLC | 336,563 | $27.5M | 0.01% | +19,346+6.1% | Added |
| Citadel Advisors LLC | 327,481 | $26.7M | 0.03% | −18,580−5.4% | Reduced |
| New South Capital Management Inc | 321,820 | $26.3M | 1.26% | +35,918+12.6% | Added |
| JPMorgan Chase & Co | 250,765 | $20.5M | 0.00% | −29,282−10.5% | Reduced |
| Jennison Associates LLC | 248,714 | $20.3M | 0.02% | −7,533−2.9% | Reduced |
| Systematic Financial Management LP | 241,698 | $19.7M | 0.64% | −7,804−3.1% | Reduced |
| Laurus Investment Counsel Inc. | 160,461 | $17.7M | 7.42% | −17,190−9.7% | Reduced |
| Incline Global Management LLC | 215,681 | $17.6M | 5.67% | −60,090−21.8% | Reduced |
| Truist Financial Corp | 200,276 | $16.4M | 0.03% | −13,468−6.3% | Reduced |
| SEI Investments Co | 197,955 | $16.2M | 0.03% | −10,440−5.0% | Reduced |
| Peregrine Capital Management LLC | 194,086 | $15.9M | 0.47% | −11,783−5.7% | Reduced |
| Fort Washington Investment Advisors Inc | 191,680 | $15.7M | 0.12% | +6,970+3.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 189,206 | $15.5M | 0.07% | +124,495+192.4% | Added |
| Rhumbline Advisers | 185,797 | $15.2M | 0.02% | −1,672−0.9% | Reduced |
| Principal Financial Group Inc | 181,320 | $14.8M | 0.01% | −5,400−2.9% | Reduced |
| Millennium Management LLC | 180,592 | $14.8M | 0.02% | −16,378−8.3% | Reduced |
| Price T Rowe Associates Inc | 169,577 | $13.9M | 0.00% | +17,286+11.4% | Added |
| Natixis Advisors, L.P. | 157,634 | $12.9M | 0.04% | +9,871+6.7% | Added |
| Glenmede Trust Co NA | 140,493 | $11.5M | 0.07% | −8,805−5.9% | Reduced |
| Retirement Systems of Alabama | 140,118 | $11.4M | 0.05% | −6,895−4.7% | Reduced |
| Algert Global LLC | 137,165 | $11.2M | 0.53% | +10,791+8.5% | Added |
| D. E. Shaw & Co., Inc. | 134,230 | $11.0M | 0.02% | −50,089−27.2% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 132,977 | $10.9M | 1.44% | +1,550+1.2% | Added |
| North Point Portfolio Managers Corp | 126,540 | $10.3M | 2.11% | −987−0.8% | Reduced |
| Legal & General Group Plc | 121,053 | $9.89M | 0.00% | −2,716−2.2% | Reduced |
| UBS Group AG | 110,282 | $9.01M | 0.00% | +1,807+1.7% | Added |
| Kennedy Capital Management, Inc. | 110,247 | $9.00M | 0.22% | +3,787+3.6% | Added |
| Swiss National Bank | 108,300 | $8.85M | 0.01% | +1,000+0.9% | Added |
| Alliancebernstein L.P. | 106,898 | $8.73M | 0.00% | −4,135−3.7% | Reduced |
| Citigroup Inc | 104,237 | $8.51M | 0.01% | +82,564+381.0% | Added |
| California Public Employees Retirement System | 96,963 | $7.92M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 91,861 | $7.50M | 0.05% | −5,282−5.4% | Reduced |
| Assenagon Asset Management S.A. | 91,291 | $7.46M | 0.03% | −39,191−30.0% | Reduced |
| Ameriprise Financial Inc | 88,295 | $7.21M | 0.00% | −22,038−20.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 81,843 | $6.68M | 0.01% | −119,192−59.3% | Reduced |
| New York State Teachers Retirement System | 71,061 | $5.80M | 0.01% | −2,943−4.0% | Reduced |
| Credit Suisse AG | 64,121 | $5.24M | 0.01% | −889−1.4% | Reduced |
| American Century Companies Inc | 63,741 | $5.21M | 0.00% | +61,081+2,296.3% | Added |
| UBS Asset Management Americas Inc | 62,735 | $5.12M | 0.00% | +7,718+14.0% | Added |
| Manufacturers Life Insurance Company, The | 58,740 | $4.80M | 0.00% | +4,222+7.7% | Added |
| NFJ Investment Group, LLC | 57,143 | $4.67M | 0.14% | 00.0% | Unchanged |
| First Trust Advisors LP | 57,088 | $4.66M | 0.01% | +15,817+38.3% | Added |
| GHP Investment Advisors, Inc. | 55,940 | $4.60M | 0.28% | +2,155+4.0% | Added |
| Cresset Asset Management, LLC | 55,966 | $4.57M | 0.03% | +180.0% | Added |
| Ci Investments Inc. | 55,602 | $4.54M | 0.03% | +4,091+7.9% | Added |
| California State Teachers Retirement System | 54,618 | $4.46M | 0.01% | −5,157−8.6% | Reduced |
| Amundi | 54,104 | $4.45M | 0.00% | +23,985+79.6% | Added |
| Voloridge Investment Management, LLC | 53,063 | $4.33M | 0.02% | −37,742−41.6% | Reduced |
| MetLife Investment Management | 51,954 | $4.24M | 0.03% | −1,791−3.3% | Reduced |
| Texas Permanent School Fund | 41,087 | $3.36M | 0.03% | −2,302−5.3% | Reduced |
| Susquehanna International Group, LLP | 40,900 | $3.34M | 0.01% | −20,506−33.4% | Reduced |
| Royal Bank of Canada | 40,740 | $3.33M | 0.00% | −5,263−11.4% | Reduced |
| Wells Fargo & Company | 39,690 | $3.24M | 0.00% | −107,977−73.1% | Reduced |
| Great West Life Assurance Co | 38,572 | $3.15M | 0.01% | +2,316+6.4% | Added |
| Barclays PLC | 37,798 | $3.09M | 0.00% | −9,613−20.3% | Reduced |
| Man Group plc | – | $2.99M | 0.01% | – | – |
| Sit Investment Associates Inc | 36,415 | $2.97M | 0.08% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 35,391 | $2.89M | 0.65% | −215−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 35,255 | $2.88M | 0.01% | +9,704+38.0% | Added |
| New York State Common Retirement Fund | 34,742 | $2.84M | 0.00% | −31−0.1% | Reduced |
| Two Sigma Advisers, LP | 32,600 | $2.66M | 0.01% | −16,100−33.1% | Reduced |
| Two Sigma Investments, LP | 31,839 | $2.60M | 0.01% | −3,803−10.7% | Reduced |
| Holocene Advisors, LP | 31,732 | $2.59M | 0.01% | +2,351+8.0% | Added |
| Mutual of America Capital Management LLC | 31,500 | $2.57M | 0.03% | −4,453−12.4% | Reduced |
| First Republic Investment Management, Inc. | 30,425 | $2.49M | 0.01% | −685−2.2% | Reduced |
| State of New Jersey Common Pension Fund D | 30,295 | $2.47M | 0.01% | −6,322−17.3% | Reduced |
| Amalgamated Bank | 29,006 | $2.37M | 0.02% | −1,178−3.9% | Reduced |
| HRT Financial LP | 28,903 | $2.36M | 0.02% | +28,903 | New |
| Ami Asset Management Corp | 28,744 | $2.35M | 0.15% | −673−2.3% | Reduced |
| Cambiar Investors LLC | 27,065 | $2.21M | 0.09% | +27,065 | New |
| Russell Investments Group, Ltd. | 26,997 | $2.21M | 0.00% | +2,720+11.2% | Added |
| Deutsche Bank AG | 25,580 | $2.09M | 0.00% | −5,538−17.8% | Reduced |