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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 91,291 | $7.46M | 0.03% | −39,191−30.0% | Reduced |
| American International Group, Inc. | 91,861 | $7.50M | 0.05% | −5,282−5.4% | Reduced |
| California Public Employees Retirement System | 96,963 | $7.92M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 104,237 | $8.51M | 0.01% | +82,564+381.0% | Added |
| Alliancebernstein L.P. | 106,898 | $8.73M | 0.00% | −4,135−3.7% | Reduced |
| Swiss National Bank | 108,300 | $8.85M | 0.01% | +1,000+0.9% | Added |
| Kennedy Capital Management, Inc. | 110,247 | $9.00M | 0.22% | +3,787+3.6% | Added |
| UBS Group AG | 110,282 | $9.01M | 0.00% | +1,807+1.7% | Added |
| Legal & General Group Plc | 121,053 | $9.89M | 0.00% | −2,716−2.2% | Reduced |
| North Point Portfolio Managers Corp | 126,540 | $10.3M | 2.11% | −987−0.8% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 132,977 | $10.9M | 1.44% | +1,550+1.2% | Added |
| D. E. Shaw & Co., Inc. | 134,230 | $11.0M | 0.02% | −50,089−27.2% | Reduced |
| Algert Global LLC | 137,165 | $11.2M | 0.53% | +10,791+8.5% | Added |
| Retirement Systems of Alabama | 140,118 | $11.4M | 0.05% | −6,895−4.7% | Reduced |
| Glenmede Trust Co NA | 140,493 | $11.5M | 0.07% | −8,805−5.9% | Reduced |
| Natixis Advisors, L.P. | 157,634 | $12.9M | 0.04% | +9,871+6.7% | Added |
| Price T Rowe Associates Inc | 169,577 | $13.9M | 0.00% | +17,286+11.4% | Added |
| Millennium Management LLC | 180,592 | $14.8M | 0.02% | −16,378−8.3% | Reduced |
| Principal Financial Group Inc | 181,320 | $14.8M | 0.01% | −5,400−2.9% | Reduced |
| Rhumbline Advisers | 185,797 | $15.2M | 0.02% | −1,672−0.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 189,206 | $15.5M | 0.07% | +124,495+192.4% | Added |
| Fort Washington Investment Advisors Inc | 191,680 | $15.7M | 0.12% | +6,970+3.8% | Added |
| Peregrine Capital Management LLC | 194,086 | $15.9M | 0.47% | −11,783−5.7% | Reduced |
| SEI Investments Co | 197,955 | $16.2M | 0.03% | −10,440−5.0% | Reduced |
| Truist Financial Corp | 200,276 | $16.4M | 0.03% | −13,468−6.3% | Reduced |
| Incline Global Management LLC | 215,681 | $17.6M | 5.67% | −60,090−21.8% | Reduced |
| Laurus Investment Counsel Inc. | 160,461 | $17.7M | 7.42% | −17,190−9.7% | Reduced |
| Systematic Financial Management LP | 241,698 | $19.7M | 0.64% | −7,804−3.1% | Reduced |
| Jennison Associates LLC | 248,714 | $20.3M | 0.02% | −7,533−2.9% | Reduced |
| JPMorgan Chase & Co | 250,765 | $20.5M | 0.00% | −29,282−10.5% | Reduced |
| New South Capital Management Inc | 321,820 | $26.3M | 1.26% | +35,918+12.6% | Added |
| Citadel Advisors LLC | 327,481 | $26.7M | 0.03% | −18,580−5.4% | Reduced |
| Nuveen Asset Management, LLC | 336,563 | $27.5M | 0.01% | +19,346+6.1% | Added |
| Bank of America Corp | 360,148 | $29.4M | 0.00% | +25,314+7.6% | Added |
| Pictet Asset Management Holding SA | 376,394 | $30.7M | 0.04% | +376,394 | New |
| T. Rowe Price Investment Management, Inc. | 386,588 | $31.6M | 0.02% | +386,588 | New |
| AQR Capital Management LLC | 452,228 | $36.9M | 0.08% | +72,349+19.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 455,592 | $37.2M | 0.42% | +10,935+2.5% | Added |
| Reinhart Partners, Inc. | 490,853 | $40.1M | 2.08% | +27,871+6.0% | Added |
| Morgan Stanley | 495,937 | $40.5M | 0.00% | −117,273−19.1% | Reduced |
| Norges Bank | 504,973 | $41.2M | 0.01% | −18,500−3.5% | Reduced |
| Bank of New York Mellon Corp | 506,154 | $41.3M | 0.01% | −14,670−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 548,538 | $44.8M | 0.01% | −7,437−1.3% | Reduced |
| Aristotle Capital Boston, LLC | 618,905 | $50.6M | 1.63% | −2,802−0.5% | Reduced |
| Northern Trust Corp | 623,055 | $50.9M | 0.01% | −15,199−2.4% | Reduced |
| Goldman Sachs Group Inc | 755,676 | $61.7M | 0.02% | +12,016+1.6% | Added |
| Schroder Investment Management Group | 839,676 | $68.6M | 0.10% | −118,107−12.3% | Reduced |
| Victory Capital Management Inc | 872,210 | $71.2M | 0.08% | +422,165+93.8% | Added |
| Pathstone Family Office, LLC | 919,155 | $75.1M | 0.58% | +792+0.1% | Added |
| Geode Capital Management, LLC | 1,006,121 | $82.2M | 0.01% | +31,303+3.2% | Added |
| FIL Ltd | 1,121,306 | $91.6M | 0.11% | −319,059−22.2% | Reduced |
| Thrivent Financial for Lutherans | 1,254,952 | $102.5M | 0.24% | −62,867−4.8% | Reduced |
| Boston Partners | 1,348,907 | $110.3M | 0.15% | −276,166−17.0% | Reduced |
| Macquarie Group Ltd | 1,355,152 | $110.7M | 0.14% | +49,957+3.8% | Added |
| Invesco Ltd. | 1,378,595 | $112.6M | 0.03% | +47,126+3.5% | Added |
| State Street Corp | 1,695,257 | $138.5M | 0.01% | −9,496−0.6% | Reduced |
| Dimensional Fund Advisors LP | 1,710,457 | $139.7M | 0.05% | +68,647+4.2% | Added |
| Bamco Inc | 2,210,162 | $180.5M | 0.52% | 00.0% | Unchanged |
| FMR LLC | 3,937,665 | $321.6M | 0.03% | −100,301−2.5% | Reduced |
| Vanguard Group Inc | 4,813,641 | $393.2M | 0.01% | −116,157−2.4% | Reduced |
| BlackRock Inc. | 5,637,726 | $460.5M | 0.01% | −106,443−1.9% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −108,274−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −77,724−100.0% | Sold out |
| Littlejohn & Co LLC | 0 | $0 | 0.00% | −71,117−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −45,563−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −30,634−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −26,490−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −24,313−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −17,247−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,831−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,547−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,272−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,793−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,603−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |