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 |
|---|---|---|---|---|---|
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $246 | 0.00% | +3 | New |
| Allworth Financial LP | 5 | $409 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $572 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 13 | $1.04K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 14 | $1.14K | 0.00% | +5+55.6% | Added |
| Massmutual Trust Co FSB | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $1.31K | 0.00% | +11+220.0% | Added |
| First Horizon Advisors, Inc. | 17 | $1.39K | 0.00% | −11−39.3% | Reduced |
| Bell Investment Advisors, Inc | 19 | $1.55K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 21 | $1.72K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $1.80K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 23 | $1.88K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 34 | $2.00K | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 36 | $2.94K | 0.00% | +9+33.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.10K | 0.00% | +38 | New |
| Central Trust Co | 45 | $3.68K | 0.00% | +45 | New |
| PFS Partners, LLC | 48 | $3.92K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 57 | $4.66K | 0.00% | +48+533.3% | Added |
| Northwestern Mutual Wealth Management Co | 62 | $5.06K | 0.00% | −21−25.3% | Reduced |
| JJJ Advisors Inc. | 65 | $5.31K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $5.55K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 69 | $5.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 96 | $7.84K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 145 | $11.8K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 149 | $12.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 167 | $13.6K | 0.02% | +167 | New |
| AdvisorNet Financial, Inc | 172 | $14.0K | 0.00% | +1+0.6% | Added |
| Smithfield Trust Co | 185 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 198 | $16.0K | 0.01% | −12−5.7% | Reduced |
| Headlands Technologies LLC | 214 | $17.5K | 0.01% | +214 | New |
| Signaturefd, LLC | 218 | $17.8K | 0.00% | +18+9.0% | Added |
| Nomura Asset Management Co Ltd | 320 | $26.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 330 | $27.0K | 0.00% | +44+15.4% | Added |
| Parallel Advisors, LLC | 348 | $28.4K | 0.00% | +85+32.3% | Added |
| Clearstead Advisors, LLC | 350 | $28.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 385 | $31.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 423 | $34.6K | 0.00% | +201+90.5% | Added |
| Parkside Financial Bank & Trust | 530 | $43.3K | 0.01% | −141−21.0% | Reduced |
| EverSource Wealth Advisors, LLC | 615 | $50.2K | 0.01% | +171+38.5% | Added |
| Simplex Trading, LLC | 670 | $54.0K | 0.00% | +670 | New |
| CWM, LLC | 690 | $56.0K | 0.00% | −37−5.1% | Reduced |
| KBC Group NV | 749 | $61.0K | 0.00% | +749 | New |
| Quadrant Capital Group LLC | 810 | $66.2K | 0.01% | +6+0.7% | Added |
| HM Payson & Co | 935 | $76.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,215 | $99.2K | 0.02% | +1,200+8,000.0% | Added |
| National Bank of Canada | 1,250 | $99.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,280 | $104.5K | 0.00% | +586+84.4% | Added |
| Point72 Asset Management, L.P. | 1,513 | $123.6K | 0.00% | +1,513 | New |
| Eagle Bay Advisors LLC | 1,550 | $126.6K | 0.06% | +464+42.7% | Added |
| Advisor Group Holdings, Inc. | 1,744 | $142.4K | 0.00% | +473+37.2% | Added |
| Harbor Capital Advisors, Inc. | 1,764 | $144.1K | 0.03% | −1,437−44.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $158.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,960 | $160.0K | 0.00% | +257+15.1% | Added |
| Shelton Capital Management | 2,452 | $200.3K | 0.01% | +2,452 | New |
| Raymond James Financial Services Advisors, Inc. | 2,456 | $200.6K | 0.00% | +2,456 | New |
| Mount Yale Investment Advisors, LLC | 2,487 | $203.1K | 0.02% | +2,487 | New |
| Verdence Capital Advisors LLC | 2,609 | $213.1K | 0.02% | +2,609 | New |
| Cim Investment Mangement Inc | 2,730 | $223.0K | 0.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,775 | $226.7K | 0.01% | +87+3.2% | Added |
| Aigen Investment Management, LP | 2,778 | $226.9K | 0.04% | −12,584−81.9% | Reduced |
| Coldstream Capital Management Inc | 2,831 | $231.2K | 0.01% | +59+2.1% | Added |
| Essex Investment Management Co LLC | 2,900 | $236.9K | 0.04% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 2,948 | $240.8K | 0.00% | +2,948 | New |
| Mackenzie Financial Corp | 3,120 | $246.0K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 3,039 | $248.2K | 0.01% | +3,039 | New |
| Shell Asset Management Co | 3,063 | $250.0K | 0.01% | −48−1.5% | Reduced |
| Quantinno Capital Management LP | 3,140 | $256.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3,381 | $276.0K | 0.12% | +3,381 | New |
| Cantor Fitzgerald, L. P. | 3,506 | $286.4K | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,606 | $294.5K | 0.00% | +3,606 | New |
| Vestcor Inc | 3,606 | $295.0K | 0.01% | +3,606 | New |
| Dakota Wealth Management | 3,666 | $299.4K | 0.01% | −96−2.6% | Reduced |
| STRS Ohio | 3,900 | $318.0K | 0.00% | +800+25.8% | Added |
| Lindenwold Advisors | 3,940 | $321.8K | 0.20% | +10+0.3% | Added |
| Toroso Investments, LLC | 4,006 | $327.2K | 0.01% | +1,145+40.0% | Added |
| Pacer Advisors, Inc. | 4,093 | $334.3K | 0.00% | −4,507−52.4% | Reduced |
| Securian Asset Management, Inc | 4,099 | $334.8K | 0.01% | −292−6.6% | Reduced |
| Duality Advisers, LP | 4,187 | $342.0K | 0.04% | −410−8.9% | Reduced |
| Verition Fund Management LLC | 4,220 | $344.7K | 0.00% | +4,220 | New |
| O'Shaughnessy Asset Management, LLC | 4,227 | $345.3K | 0.01% | +791+23.0% | Added |
| JustInvest LLC | 4,340 | $354.5K | 0.01% | +830+23.6% | Added |
| Tower Research Capital LLC (TRC) | 4,486 | $366.4K | 0.01% | +1,559+53.3% | Added |
| Inceptionr LLC | 4,512 | $368.5K | 0.21% | +4,512 | New |
| Old National Bancorp | 4,911 | $401.1K | 0.01% | −309−5.9% | Reduced |
| Prudential Financial Inc | 4,967 | $405.7K | 0.00% | −15,676−75.9% | Reduced |
| Hantz Financial Services, Inc. | 5,065 | $414.0K | 0.01% | +5,065 | New |
| Radnor Capital Management, LLC | 5,200 | $425.0K | 0.08% | 00.0% | Unchanged |
| Congress Asset Management Co | 5,225 | $426.8K | 0.00% | +5,225 | New |
| Creative Planning | 5,243 | $428.2K | 0.00% | +1,845+54.3% | Added |
| US Bancorp | 5,365 | $438.2K | 0.00% | −2,121−28.3% | Reduced |
| Argent Capital Management LLC | 5,433 | $443.8K | 0.02% | +887+19.5% | Added |
| Edgestream Partners, L.P. | 5,459 | $445.9K | 0.04% | +5,459 | New |
| Wolverine Asset Management LLC | 5,564 | $454.5K | 0.01% | +5,564 | New |
| Teacher Retirement System of Texas | 5,648 | $461.0K | 0.00% | −4,818−46.0% | Reduced |
| Crossmark Global Holdings, Inc. | 5,563 | $461.0K | 0.01% | −217−3.8% | Reduced |
| State of Alaska, Department of Revenue | 5,795 | $473.0K | 0.01% | −315−5.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,060 | $495.0K | 0.00% | −973−13.8% | Reduced |
| Keybank National Association | 6,243 | $509.9K | 0.00% | +2,725+77.5% | Added |