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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 37,480 | $3.60M | 0.16% | +37,480 | New |
| NFJ Investment Group, LLC | 38,482 | $3.70M | 0.10% | −18,661−32.7% | Reduced |
| Wells Fargo & Company | 39,418 | $3.79M | 0.00% | −272−0.7% | Reduced |
| American Century Companies Inc | 40,518 | $3.90M | 0.00% | −23,223−36.4% | Reduced |
| Texas Permanent School Fund | 40,756 | $3.92M | 0.03% | −331−0.8% | Reduced |
| Royal Bank of Canada | 44,745 | $4.30M | 0.00% | +4,005+9.8% | Added |
| MetLife Investment Management | 50,174 | $4.83M | 0.03% | −1,780−3.4% | Reduced |
| Ci Investments Inc. | 50,512 | $4.86M | 0.03% | −5,090−9.2% | Reduced |
| California State Teachers Retirement System | 51,287 | $4.93M | 0.01% | −3,331−6.1% | Reduced |
| Manufacturers Life Insurance Company, The | 55,867 | $5.37M | 0.00% | −2,873−4.9% | Reduced |
| Cresset Asset Management, LLC | 56,755 | $5.46M | 0.03% | +789+1.4% | Added |
| Amundi | 62,009 | $5.50M | 0.00% | +7,905+14.6% | Added |
| GHP Investment Advisors, Inc. | 59,786 | $5.75M | 0.31% | +3,846+6.9% | Added |
| Credit Suisse AG | 67,902 | $6.53M | 0.01% | +3,781+5.9% | Added |
| UBS Asset Management Americas Inc | 68,534 | $6.59M | 0.00% | +5,799+9.2% | Added |
| New York State Teachers Retirement System | 68,534 | $6.59M | 0.01% | −2,527−3.6% | Reduced |
| American International Group, Inc. | 86,887 | $8.36M | 0.03% | −4,974−5.4% | Reduced |
| Ameriprise Financial Inc | 92,776 | $8.92M | 0.00% | +4,481+5.1% | Added |
| California Public Employees Retirement System | 94,240 | $9.06M | 0.01% | −2,723−2.8% | Reduced |
| Swiss National Bank | 95,300 | $9.17M | 0.01% | −13,000−12.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 97,092 | $9.34M | 0.02% | +15,249+18.6% | Added |
| Kennedy Capital Management, Inc. | 104,769 | $10.1M | 0.22% | −5,478−5.0% | Reduced |
| Alliancebernstein L.P. | 105,474 | $10.1M | 0.00% | −1,424−1.3% | Reduced |
| Citigroup Inc | 109,511 | $10.5M | 0.01% | +5,274+5.1% | Added |
| Barclays PLC | 111,534 | $10.7M | 0.01% | +73,736+195.1% | Added |
| Legal & General Group Plc | 113,731 | $10.9M | 0.00% | −7,322−6.0% | Reduced |
| UBS Group AG | 117,079 | $11.3M | 0.00% | +6,797+6.2% | Added |
| North Point Portfolio Managers Corp | 127,262 | $12.2M | 2.23% | +722+0.6% | Added |
| Fort Washington Investment Advisors Inc | 127,917 | $12.3M | 0.09% | −63,763−33.3% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 131,277 | $12.6M | 1.38% | −1,700−1.3% | Reduced |
| Algert Global LLC | 132,665 | $12.8M | 0.51% | −4,500−3.3% | Reduced |
| Glenmede Trust Co NA | 135,401 | $13.0M | 0.07% | −5,092−3.6% | Reduced |
| Retirement Systems of Alabama | 135,550 | $13.0M | 0.06% | −4,568−3.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 150,760 | $14.5M | 0.06% | −38,446−20.3% | Reduced |
| Peregrine Capital Management LLC | 168,020 | $16.2M | 0.49% | −26,066−13.4% | Reduced |
| Natixis Advisors, L.P. | 169,468 | $16.3M | 0.04% | +11,834+7.5% | Added |
| Principal Financial Group Inc | 176,153 | $16.9M | 0.01% | −5,167−2.8% | Reduced |
| Rhumbline Advisers | 179,040 | $17.2M | 0.02% | −6,757−3.6% | Reduced |
| SEI Investments Co | 183,917 | $17.7M | 0.03% | −14,038−7.1% | Reduced |
| Citadel Advisors LLC | 198,308 | $19.1M | 0.02% | −129,173−39.4% | Reduced |
| Truist Financial Corp | 200,155 | $19.2M | 0.03% | −121−0.1% | Reduced |
| Laurus Investment Counsel Inc. | 158,991 | $20.3M | 7.34% | −1,470−0.9% | Reduced |
| Price T Rowe Associates Inc | 216,788 | $20.8M | 0.00% | +47,211+27.8% | Added |
| Systematic Financial Management LP | 237,467 | $22.8M | 0.68% | −4,231−1.8% | Reduced |
| New South Capital Management Inc | 309,050 | $29.7M | 1.30% | −12,770−4.0% | Reduced |
| Pictet Asset Management Holding SA | 349,560 | $33.6M | 0.04% | −26,834−7.1% | Reduced |
| AQR Capital Management LLC | 376,176 | $36.2M | 0.07% | −76,052−16.8% | Reduced |
| Bank of America Corp | 383,260 | $36.9M | 0.00% | +23,112+6.4% | Added |
| Millennium Management LLC | 383,688 | $36.9M | 0.03% | +203,096+112.5% | Added |
| Morgan Stanley | 441,309 | $42.4M | 0.00% | −54,628−11.0% | Reduced |
| Nuveen Asset Management, LLC | 455,665 | $43.8M | 0.01% | +119,102+35.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 474,922 | $45.7M | 0.46% | +19,330+4.2% | Added |
| Bank of New York Mellon Corp | 492,357 | $47.3M | 0.01% | −13,797−2.7% | Reduced |
| JPMorgan Chase & Co | 496,614 | $47.8M | 0.00% | +245,849+98.0% | Added |
| Norges Bank | 528,923 | $50.9M | 0.01% | +23,950+4.7% | Added |
| Reinhart Partners, Inc. | 543,369 | $52.3M | 2.30% | +52,516+10.7% | Added |
| Charles Schwab Investment Management Inc | 549,149 | $52.8M | 0.01% | +611+0.1% | Added |
| Jennison Associates LLC | 585,773 | $56.3M | 0.04% | +337,059+135.5% | Added |
| Aristotle Capital Boston, LLC | 593,152 | $57.0M | 1.74% | −25,753−4.2% | Reduced |
| Northern Trust Corp | 607,990 | $58.5M | 0.01% | −15,065−2.4% | Reduced |
| Schroder Investment Management Group | 706,474 | $67.9M | 0.09% | −133,202−15.9% | Reduced |
| Goldman Sachs Group Inc | 709,863 | $68.3M | 0.01% | −45,813−6.1% | Reduced |
| Thrivent Financial for Lutherans | 828,565 | $79.7M | 0.17% | −426,387−34.0% | Reduced |
| Pathstone Holdings, LLC | 880,535 | $84.7M | 0.46% | +880,535 | New |
| T. Rowe Price Investment Management, Inc. | 889,908 | $85.6M | 0.06% | +503,320+130.2% | Added |
| Victory Capital Management Inc | 908,917 | $87.4M | 0.09% | +36,707+4.2% | Added |
| Boston Partners | 970,681 | $93.3M | 0.12% | −378,226−28.0% | Reduced |
| Geode Capital Management, LLC | 1,028,226 | $98.9M | 0.01% | +22,105+2.2% | Added |
| FIL Ltd | 1,090,441 | $104.9M | 0.11% | −30,865−2.8% | Reduced |
| Macquarie Group Ltd | 1,357,801 | $130.6M | 0.15% | +2,649+0.2% | Added |
| Invesco Ltd. | 1,457,496 | $140.2M | 0.03% | +78,901+5.7% | Added |
| Dimensional Fund Advisors LP | 1,618,058 | $155.6M | 0.05% | −92,399−5.4% | Reduced |
| State Street Corp | 1,730,284 | $166.4M | 0.01% | +35,027+2.1% | Added |
| Bamco Inc | 2,227,200 | $214.2M | 0.57% | +17,038+0.8% | Added |
| FMR LLC | 3,631,342 | $349.2M | 0.03% | −306,323−7.8% | Reduced |
| Vanguard Group Inc | 4,715,729 | $453.5M | 0.01% | −97,912−2.0% | Reduced |
| BlackRock Inc. | 5,692,155 | $547.4M | 0.01% | +54,429+1.0% | Added |
| Incline Global Management LLC | 0 | $0 | 0.00% | −215,681−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −53,063−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,839−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −25,211−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,019−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,117−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,394−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,321−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,884−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,270−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,365−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,459−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −4,187−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −3,381−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,778−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,513−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |