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, Q1 2024
Institutional positions in Everforth Inc as of Mar 31, 2024. 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
- 279
- +3 vs. Q4 2023
- Shares held
- 43.7M
- −603.1K (−1.4%) vs. Q4 2023
- Total value
- $4.59B
- +$317.7M (+7.4%) vs. Q4 2023
- New holders
- 34
- 87 more added
- Sold out
- 31
- 105 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,584,846 | $585.1M | 0.01% | −107,309−1.9% | Reduced |
| Vanguard Group Inc | 4,741,010 | $496.7M | 0.01% | +25,281+0.5% | Added |
| FMR LLC | 3,759,575 | $393.9M | 0.03% | +128,233+3.5% | Added |
| Bamco Inc | 2,227,200 | $233.3M | 0.62% | 00.0% | Unchanged |
| State Street Corp | 1,760,189 | $184.4M | 0.01% | +29,905+1.7% | Added |
| Dimensional Fund Advisors LP | 1,516,627 | $158.9M | 0.04% | −101,431−6.3% | Reduced |
| Invesco Ltd. | 1,439,996 | $150.9M | 0.03% | −17,500−1.2% | Reduced |
| Macquarie Group Ltd | 1,323,108 | $138.6M | 0.16% | −34,693−2.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,061,466 | $111.2M | 0.07% | +171,558+19.3% | Added |
| Geode Capital Management, LLC | 1,050,667 | $110.1M | 0.01% | +22,441+2.2% | Added |
| Boston Partners | 1,023,354 | $107.2M | 0.13% | +52,673+5.4% | Added |
| Pathstone Holdings, LLC | 911,593 | $95.5M | 0.45% | +31,058+3.5% | Added |
| Victory Capital Management Inc | 891,864 | $93.4M | 0.09% | −17,053−1.9% | Reduced |
| Thrivent Financial for Lutherans | 801,586 | $84.0M | 0.17% | −26,979−3.3% | Reduced |
| FIL Ltd | 690,441 | $72.3M | 0.07% | −400,000−36.7% | Reduced |
| Goldman Sachs Group Inc | 681,835 | $71.4M | 0.02% | −28,028−3.9% | Reduced |
| Schroder Investment Management Group | 662,600 | $69.4M | 0.08% | −43,874−6.2% | Reduced |
| Jennison Associates LLC | 645,174 | $67.6M | 0.05% | +59,401+10.1% | Added |
| Aristotle Capital Boston, LLC | 575,091 | $60.2M | 1.83% | −18,061−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 555,735 | $58.2M | 0.01% | +6,586+1.2% | Added |
| Reinhart Partners, Inc. | 548,300 | $57.4M | 2.34% | +4,931+0.9% | Added |
| Northern Trust Corp | 546,130 | $57.2M | 0.01% | −61,860−10.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 545,772 | $57.2M | 0.50% | +70,850+14.9% | Added |
| Norges Bank | 540,724 | $56.6M | 0.01% | +11,801+2.2% | Added |
| Bank of New York Mellon Corp | 471,682 | $49.4M | 0.01% | −20,675−4.2% | Reduced |
| JPMorgan Chase & Co | 468,347 | $49.1M | 0.00% | −28,267−5.7% | Reduced |
| Nuveen Asset Management, LLC | 445,853 | $46.7M | 0.01% | −9,812−2.2% | Reduced |
| Morgan Stanley | 413,660 | $43.3M | 0.00% | −27,649−6.3% | Reduced |
| Bank of America Corp | 386,968 | $40.5M | 0.00% | +3,708+1.0% | Added |
| AQR Capital Management LLC | 313,676 | $32.7M | 0.06% | −62,500−16.6% | Reduced |
| New South Capital Management Inc | 302,165 | $31.7M | 1.33% | −6,885−2.2% | Reduced |
| Pictet Asset Management Holding SA | 301,881 | $31.6M | 0.03% | −47,679−13.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 301,041 | $31.5M | 0.11% | +150,281+99.7% | Added |
| Price T Rowe Associates Inc | 238,413 | $25.0M | 0.00% | +21,625+10.0% | Added |
| Systematic Financial Management LP | 235,843 | $24.7M | 0.69% | −1,624−0.7% | Reduced |
| Laurus Investment Counsel Inc. | 158,991 | $22.6M | 7.91% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 206,571 | $21.6M | 0.05% | +206,571 | New |
| Natixis Advisors, L.P. | 206,362 | $21.6M | 0.05% | +36,894+21.8% | Added |
| Millennium Management LLC | 206,319 | $21.6M | 0.02% | −177,369−46.2% | Reduced |
| Principal Financial Group Inc | 197,094 | $20.6M | 0.01% | +20,941+11.9% | Added |
| Truist Financial Corp | 191,766 | $20.1M | 0.03% | −8,389−4.2% | Reduced |
| Rhumbline Advisers | 177,730 | $18.6M | 0.02% | −1,310−0.7% | Reduced |
| SEI Investments Co | 176,611 | $18.5M | 0.03% | −7,306−4.0% | Reduced |
| Peregrine Capital Management LLC | 168,079 | $17.6M | 0.50% | +590.0% | Added |
| Citadel Advisors LLC | 157,574 | $16.5M | 0.02% | −40,734−20.5% | Reduced |
| Glenmede Trust Co NA | 145,242 | $15.2M | 0.08% | +9,841+7.3% | Added |
| Fort Washington Investment Advisors Inc | 135,877 | $14.2M | 0.09% | +7,960+6.2% | Added |
| Retirement Systems of Alabama | 130,757 | $13.7M | 0.05% | −4,793−3.5% | Reduced |
| North Point Portfolio Managers Corp | 127,774 | $13.4M | 2.26% | +512+0.4% | Added |
| UBS Group AG | 104,980 | $11.0M | 0.00% | −12,099−10.3% | Reduced |
| Legal & General Group Plc | 104,204 | $10.9M | 0.00% | −9,527−8.4% | Reduced |
| Alliancebernstein L.P. | 102,270 | $10.7M | 0.00% | −3,204−3.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 99,250 | $10.4M | 0.02% | +2,158+2.2% | Added |
| Swiss National Bank | 93,200 | $9.76M | 0.01% | −2,100−2.2% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 93,075 | $9.75M | 0.95% | −38,202−29.1% | Reduced |
| Ameriprise Financial Inc | 92,451 | $9.69M | 0.00% | −325−0.4% | Reduced |
| California Public Employees Retirement System | 91,368 | $9.57M | 0.01% | −2,872−3.0% | Reduced |
| American International Group, Inc. | 84,830 | $8.89M | 0.03% | −2,057−2.4% | Reduced |
| Barclays PLC | 82,644 | $8.66M | 0.00% | −28,890−25.9% | Reduced |
| UBS Asset Management Americas Inc | 73,486 | $7.70M | 0.00% | +4,952+7.2% | Added |
| Kennedy Capital Management, Inc. | 69,900 | $7.32M | 0.15% | −34,869−33.3% | Reduced |
| Credit Suisse AG | 68,825 | $7.21M | 0.01% | +923+1.4% | Added |
| New York State Teachers Retirement System | 65,834 | $6.90M | 0.01% | −2,700−3.9% | Reduced |
| Balyasny Asset Management LLC | 64,715 | $6.78M | 0.02% | +62,033+2,312.9% | Added |
| GHP Investment Advisors, Inc. | 63,486 | $6.65M | 0.33% | +3,700+6.2% | Added |
| Castleark Management LLC | 58,590 | $6.14M | 0.26% | +21,110+56.3% | Added |
| Cresset Asset Management, LLC | 57,560 | $6.03M | 0.03% | +805+1.4% | Added |
| Manufacturers Life Insurance Company, The | 57,012 | $5.97M | 0.01% | +1,145+2.0% | Added |
| Ci Investments Inc. | 48,732 | $5.11M | 0.02% | −1,780−3.5% | Reduced |
| MetLife Investment Management | 48,540 | $5.09M | 0.03% | −1,634−3.3% | Reduced |
| Algert Global LLC | 47,768 | $5.00M | 0.20% | −84,897−64.0% | Reduced |
| California State Teachers Retirement System | 47,492 | $4.98M | 0.01% | −3,795−7.4% | Reduced |
| Amundi | 51,831 | $4.95M | 0.00% | −10,178−16.4% | Reduced |
| State of Tennessee, Treasury Department | 44,107 | $4.62M | 0.02% | +16,000+56.9% | Added |
| Texas Permanent School Fund | 41,309 | $4.33M | 0.03% | +553+1.4% | Added |
| American Century Companies Inc | 40,557 | $4.25M | 0.00% | +39+0.1% | Added |
| Chatham Capital Group, Inc. | 39,123 | $4.10M | 0.75% | +3,985+11.3% | Added |
| Great West Life Assurance Co | 36,769 | $3.85M | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 35,769 | $3.75M | 0.10% | −2,713−7.1% | Reduced |
| Deutsche Bank AG | 35,696 | $3.74M | 0.00% | −881−2.4% | Reduced |
| Ontario Teachers Pension Plan Board | 35,119 | $3.68M | 0.03% | +14,727+72.2% | Added |
| Sit Investment Associates Inc | 34,465 | $3.61M | 0.08% | 00.0% | Unchanged |
| First Trust Advisors LP | 34,225 | $3.59M | 0.00% | −2,097−5.8% | Reduced |
| Wells Fargo & Company | 31,743 | $3.33M | 0.00% | −7,675−19.5% | Reduced |
| New York State Common Retirement Fund | 30,190 | $3.16M | 0.00% | +49+0.2% | Added |
| Martingale Asset Management L P | 29,646 | $3.11M | 0.06% | +4,824+19.4% | Added |
| Raymond James & Associates | 28,660 | $3.00M | 0.00% | +4,911+20.7% | Added |
| State of New Jersey Common Pension Fund D | 28,337 | $2.97M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 28,123 | $2.95M | 0.03% | −1,095−3.7% | Reduced |
| BNP Paribas Arbitrage, SA | 24,956 | $2.61M | 0.00% | +4,083+19.6% | Added |
| Amalgamated Bank | 24,742 | $2.59M | 0.02% | −3,208−11.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 24,464 | $2.56M | 0.06% | −4,015−14.1% | Reduced |
| Janney Montgomery Scott LLC | 23,276 | $2.44M | 0.01% | +5,510+31.0% | Added |
| Janus Henderson Group PLC | 23,146 | $2.42M | 0.00% | +20.0% | Added |
| Cambiar Investors LLC | 23,067 | $2.42M | 0.09% | −3,998−14.8% | Reduced |
| Yousif Capital Management, LLC | 22,262 | $2.33M | 0.03% | −551−2.4% | Reduced |
| Jane Street Group, LLC | 22,137 | $2.32M | 0.00% | −9,586−30.2% | Reduced |
| Russell Investments Group, Ltd. | 20,362 | $2.13M | 0.00% | −4,502−18.1% | Reduced |
| EULAV Asset Management | 20,100 | $2.11M | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 19,557 | $2.05M | 0.01% | −567−2.8% | Reduced |