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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 2,775 | $226.7K | 0.01% | +87+3.2% | Added |
| Cim Investment Mangement Inc | 2,730 | $223.0K | 0.08% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,609 | $213.1K | 0.02% | +2,609 | New |
| Mount Yale Investment Advisors, LLC | 2,487 | $203.1K | 0.02% | +2,487 | New |
| Raymond James Financial Services Advisors, Inc. | 2,456 | $200.6K | 0.00% | +2,456 | New |
| Shelton Capital Management | 2,452 | $200.3K | 0.01% | +2,452 | New |
| Lazard Asset Management LLC | 1,960 | $160.0K | 0.00% | +257+15.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $158.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,764 | $144.1K | 0.03% | −1,437−44.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,744 | $142.4K | 0.00% | +473+37.2% | Added |
| Eagle Bay Advisors LLC | 1,550 | $126.6K | 0.06% | +464+42.7% | Added |
| Point72 Asset Management, L.P. | 1,513 | $123.6K | 0.00% | +1,513 | New |
| Nisa Investment Advisors, LLC | 1,280 | $104.5K | 0.00% | +586+84.4% | Added |
| National Bank of Canada | 1,250 | $99.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,215 | $99.2K | 0.02% | +1,200+8,000.0% | Added |
| HM Payson & Co | 935 | $76.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 810 | $66.2K | 0.01% | +6+0.7% | Added |
| KBC Group NV | 749 | $61.0K | 0.00% | +749 | New |
| CWM, LLC | 690 | $56.0K | 0.00% | −37−5.1% | Reduced |
| Simplex Trading, LLC | 670 | $54.0K | 0.00% | +670 | New |
| EverSource Wealth Advisors, LLC | 615 | $50.2K | 0.01% | +171+38.5% | Added |
| Parkside Financial Bank & Trust | 530 | $43.3K | 0.01% | −141−21.0% | Reduced |
| Fifth Third Bancorp | 423 | $34.6K | 0.00% | +201+90.5% | Added |
| Venturi Wealth Management, LLC | 385 | $31.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 350 | $28.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 348 | $28.4K | 0.00% | +85+32.3% | Added |
| Huntington National Bank | 330 | $27.0K | 0.00% | +44+15.4% | Added |
| Nomura Asset Management Co Ltd | 320 | $26.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 218 | $17.8K | 0.00% | +18+9.0% | Added |
| Headlands Technologies LLC | 214 | $17.5K | 0.01% | +214 | New |
| Covestor Ltd | 198 | $16.0K | 0.01% | −12−5.7% | Reduced |
| Smithfield Trust Co | 185 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 172 | $14.0K | 0.00% | +1+0.6% | Added |
| LGT Financial Advisors LLC | 167 | $13.6K | 0.02% | +167 | New |
| Okabena Investment Services Inc | 149 | $12.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 145 | $11.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 96 | $7.84K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 69 | $5.64K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $5.55K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 65 | $5.31K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62 | $5.06K | 0.00% | −21−25.3% | Reduced |
| Hexagon Capital Partners LLC | 57 | $4.66K | 0.00% | +48+533.3% | Added |
| PFS Partners, LLC | 48 | $3.92K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $3.68K | 0.00% | +45 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.10K | 0.00% | +38 | New |
| JFS Wealth Advisors, LLC | 36 | $2.94K | 0.00% | +9+33.3% | Added |
| Steward Financial Group LLC | 34 | $2.00K | 0.00% | +34 | New |
| RFP Financial Group LLC | 23 | $1.88K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $1.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $1.55K | 0.00% | +19 | New |
| First Horizon Advisors, Inc. | 17 | $1.39K | 0.00% | −11−39.3% | Reduced |
| Lindbrook Capital, LLC | 16 | $1.31K | 0.00% | +11+220.0% | Added |
| Massmutual Trust Co FSB | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.14K | 0.00% | +5+55.6% | Added |
| TD Waterhouse Canada Inc. | 13 | $1.04K | 0.00% | +13 | New |
| Baker Avenue Asset Management, LP | 7 | $572 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $409 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $246 | 0.00% | +3 | New |
| Private Trust Co NA | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |