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, Q4 2023
Institutional positions in Everforth Inc as of Dec 31, 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
- 277
- +21 vs. Q3 2023
- Shares held
- 44.3M
- +173.7K (+0.4%) vs. Q3 2023
- Total value
- $4.27B
- +$653.2M (+18.1%) vs. Q3 2023
- New holders
- 48
- 80 more added
- Sold out
- 27
- 114 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,692,155 | $547.4M | 0.01% | +54,429+1.0% | Added |
| Vanguard Group Inc | 4,715,729 | $453.5M | 0.01% | −97,912−2.0% | Reduced |
| FMR LLC | 3,631,342 | $349.2M | 0.03% | −306,323−7.8% | Reduced |
| Bamco Inc | 2,227,200 | $214.2M | 0.57% | +17,038+0.8% | Added |
| State Street Corp | 1,730,284 | $166.4M | 0.01% | +35,027+2.1% | Added |
| Dimensional Fund Advisors LP | 1,618,058 | $155.6M | 0.05% | −92,399−5.4% | Reduced |
| Invesco Ltd. | 1,457,496 | $140.2M | 0.03% | +78,901+5.7% | Added |
| Macquarie Group Ltd | 1,357,801 | $130.6M | 0.15% | +2,649+0.2% | Added |
| FIL Ltd | 1,090,441 | $104.9M | 0.11% | −30,865−2.8% | Reduced |
| Geode Capital Management, LLC | 1,028,226 | $98.9M | 0.01% | +22,105+2.2% | Added |
| Boston Partners | 970,681 | $93.3M | 0.12% | −378,226−28.0% | Reduced |
| Victory Capital Management Inc | 908,917 | $87.4M | 0.09% | +36,707+4.2% | Added |
| T. Rowe Price Investment Management, Inc. | 889,908 | $85.6M | 0.06% | +503,320+130.2% | Added |
| Pathstone Holdings, LLC | 880,535 | $84.7M | 0.46% | +880,535 | New |
| Thrivent Financial for Lutherans | 828,565 | $79.7M | 0.17% | −426,387−34.0% | Reduced |
| Goldman Sachs Group Inc | 709,863 | $68.3M | 0.01% | −45,813−6.1% | Reduced |
| Schroder Investment Management Group | 706,474 | $67.9M | 0.09% | −133,202−15.9% | Reduced |
| Northern Trust Corp | 607,990 | $58.5M | 0.01% | −15,065−2.4% | Reduced |
| Aristotle Capital Boston, LLC | 593,152 | $57.0M | 1.74% | −25,753−4.2% | Reduced |
| Jennison Associates LLC | 585,773 | $56.3M | 0.04% | +337,059+135.5% | Added |
| Charles Schwab Investment Management Inc | 549,149 | $52.8M | 0.01% | +611+0.1% | Added |
| Reinhart Partners, Inc. | 543,369 | $52.3M | 2.30% | +52,516+10.7% | Added |
| Norges Bank | 528,923 | $50.9M | 0.01% | +23,950+4.7% | Added |
| JPMorgan Chase & Co | 496,614 | $47.8M | 0.00% | +245,849+98.0% | Added |
| Bank of New York Mellon Corp | 492,357 | $47.3M | 0.01% | −13,797−2.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 474,922 | $45.7M | 0.46% | +19,330+4.2% | Added |
| Nuveen Asset Management, LLC | 455,665 | $43.8M | 0.01% | +119,102+35.4% | Added |
| Morgan Stanley | 441,309 | $42.4M | 0.00% | −54,628−11.0% | Reduced |
| Millennium Management LLC | 383,688 | $36.9M | 0.03% | +203,096+112.5% | Added |
| Bank of America Corp | 383,260 | $36.9M | 0.00% | +23,112+6.4% | Added |
| AQR Capital Management LLC | 376,176 | $36.2M | 0.07% | −76,052−16.8% | Reduced |
| Pictet Asset Management Holding SA | 349,560 | $33.6M | 0.04% | −26,834−7.1% | Reduced |
| New South Capital Management Inc | 309,050 | $29.7M | 1.30% | −12,770−4.0% | Reduced |
| Systematic Financial Management LP | 237,467 | $22.8M | 0.68% | −4,231−1.8% | Reduced |
| Price T Rowe Associates Inc | 216,788 | $20.8M | 0.00% | +47,211+27.8% | Added |
| Laurus Investment Counsel Inc. | 158,991 | $20.3M | 7.34% | −1,470−0.9% | Reduced |
| Truist Financial Corp | 200,155 | $19.2M | 0.03% | −121−0.1% | Reduced |
| Citadel Advisors LLC | 198,308 | $19.1M | 0.02% | −129,173−39.4% | Reduced |
| SEI Investments Co | 183,917 | $17.7M | 0.03% | −14,038−7.1% | Reduced |
| Rhumbline Advisers | 179,040 | $17.2M | 0.02% | −6,757−3.6% | Reduced |
| Principal Financial Group Inc | 176,153 | $16.9M | 0.01% | −5,167−2.8% | Reduced |
| Natixis Advisors, L.P. | 169,468 | $16.3M | 0.04% | +11,834+7.5% | Added |
| Peregrine Capital Management LLC | 168,020 | $16.2M | 0.49% | −26,066−13.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 150,760 | $14.5M | 0.06% | −38,446−20.3% | Reduced |
| Retirement Systems of Alabama | 135,550 | $13.0M | 0.06% | −4,568−3.3% | Reduced |
| Glenmede Trust Co NA | 135,401 | $13.0M | 0.07% | −5,092−3.6% | Reduced |
| Algert Global LLC | 132,665 | $12.8M | 0.51% | −4,500−3.3% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 131,277 | $12.6M | 1.38% | −1,700−1.3% | Reduced |
| Fort Washington Investment Advisors Inc | 127,917 | $12.3M | 0.09% | −63,763−33.3% | Reduced |
| North Point Portfolio Managers Corp | 127,262 | $12.2M | 2.23% | +722+0.6% | Added |
| UBS Group AG | 117,079 | $11.3M | 0.00% | +6,797+6.2% | Added |
| Legal & General Group Plc | 113,731 | $10.9M | 0.00% | −7,322−6.0% | Reduced |
| Barclays PLC | 111,534 | $10.7M | 0.01% | +73,736+195.1% | Added |
| Citigroup Inc | 109,511 | $10.5M | 0.01% | +5,274+5.1% | Added |
| Alliancebernstein L.P. | 105,474 | $10.1M | 0.00% | −1,424−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 104,769 | $10.1M | 0.22% | −5,478−5.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 97,092 | $9.34M | 0.02% | +15,249+18.6% | Added |
| Swiss National Bank | 95,300 | $9.17M | 0.01% | −13,000−12.0% | Reduced |
| California Public Employees Retirement System | 94,240 | $9.06M | 0.01% | −2,723−2.8% | Reduced |
| Ameriprise Financial Inc | 92,776 | $8.92M | 0.00% | +4,481+5.1% | Added |
| American International Group, Inc. | 86,887 | $8.36M | 0.03% | −4,974−5.4% | Reduced |
| New York State Teachers Retirement System | 68,534 | $6.59M | 0.01% | −2,527−3.6% | Reduced |
| UBS Asset Management Americas Inc | 68,534 | $6.59M | 0.00% | +5,799+9.2% | Added |
| Credit Suisse AG | 67,902 | $6.53M | 0.01% | +3,781+5.9% | Added |
| GHP Investment Advisors, Inc. | 59,786 | $5.75M | 0.31% | +3,846+6.9% | Added |
| Amundi | 62,009 | $5.50M | 0.00% | +7,905+14.6% | Added |
| Cresset Asset Management, LLC | 56,755 | $5.46M | 0.03% | +789+1.4% | Added |
| Manufacturers Life Insurance Company, The | 55,867 | $5.37M | 0.00% | −2,873−4.9% | Reduced |
| California State Teachers Retirement System | 51,287 | $4.93M | 0.01% | −3,331−6.1% | Reduced |
| Ci Investments Inc. | 50,512 | $4.86M | 0.03% | −5,090−9.2% | Reduced |
| MetLife Investment Management | 50,174 | $4.83M | 0.03% | −1,780−3.4% | Reduced |
| Royal Bank of Canada | 44,745 | $4.30M | 0.00% | +4,005+9.8% | Added |
| Texas Permanent School Fund | 40,756 | $3.92M | 0.03% | −331−0.8% | Reduced |
| American Century Companies Inc | 40,518 | $3.90M | 0.00% | −23,223−36.4% | Reduced |
| Wells Fargo & Company | 39,418 | $3.79M | 0.00% | −272−0.7% | Reduced |
| NFJ Investment Group, LLC | 38,482 | $3.70M | 0.10% | −18,661−32.7% | Reduced |
| Castleark Management LLC | 37,480 | $3.60M | 0.16% | +37,480 | New |
| Great West Life Assurance Co | 36,769 | $3.53M | 0.01% | −1,803−4.7% | Reduced |
| Deutsche Bank AG | 36,577 | $3.52M | 0.00% | +10,997+43.0% | Added |
| First Trust Advisors LP | 36,322 | $3.49M | 0.00% | −20,766−36.4% | Reduced |
| Chatham Capital Group, Inc. | 35,138 | $3.38M | 0.68% | −253−0.7% | Reduced |
| Sit Investment Associates Inc | 34,465 | $3.31M | 0.08% | −1,950−5.4% | Reduced |
| Jane Street Group, LLC | 31,723 | $3.05M | 0.00% | +8,413+36.1% | Added |
| New York State Common Retirement Fund | 30,141 | $2.90M | 0.00% | −4,601−13.2% | Reduced |
| Mutual of America Capital Management LLC | 29,218 | $2.81M | 0.03% | −2,282−7.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 28,479 | $2.74M | 0.05% | +28,479 | New |
| State of New Jersey Common Pension Fund D | 28,337 | $2.73M | 0.01% | −1,958−6.5% | Reduced |
| State of Tennessee, Treasury Department | 28,107 | $2.70M | 0.01% | +28,107 | New |
| Amalgamated Bank | 27,950 | $2.69M | 0.02% | −1,056−3.6% | Reduced |
| Ami Asset Management Corp | 27,849 | $2.68M | 0.15% | −895−3.1% | Reduced |
| Cambiar Investors LLC | 27,065 | $2.60M | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 25,253 | $2.43M | 0.00% | −15,647−38.3% | Reduced |
| Russell Investments Group, Ltd. | 24,864 | $2.39M | 0.00% | −2,133−7.9% | Reduced |
| Twinbeech Capital LP | 24,841 | $2.39M | 0.04% | +24,841 | New |
| Martingale Asset Management L P | 24,822 | $2.39M | 0.05% | +16,368+193.6% | Added |
| Raymond James & Associates | 23,749 | $2.28M | 0.00% | −60.0% | Reduced |
| Janus Henderson Group PLC | 23,144 | $2.23M | 0.00% | −42−0.2% | Reduced |
| Yousif Capital Management, LLC | 22,813 | $2.19M | 0.03% | −406−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,277 | $2.14M | 0.00% | +806+3.8% | Added |
| Assenagon Asset Management S.A. | 21,744 | $2.09M | 0.01% | −69,547−76.2% | Reduced |