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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 19,267 | $2.02M | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,748 | $1.86M | 0.00% | −26,997−60.3% | Reduced |
| Holocene Advisors, LP | 17,506 | $1.83M | 0.01% | +2,829+19.3% | Added |
| Brinker Capital Investments, LLC | 17,014 | $1.78M | 0.02% | −1,710−9.1% | Reduced |
| Orion Portfolio Solutions, LLC | 17,014 | $1.78M | 0.02% | −1,710−9.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,990 | $1.78M | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 16,866 | $1.77M | 0.01% | +16,866 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,833 | $1.76M | 0.01% | +6,797+67.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,442 | $1.72M | 0.00% | −835−3.7% | Reduced |
| Bank of Montreal | 16,411 | $1.72M | 0.00% | +8,330+103.1% | Added |
| Envestnet Asset Management Inc | 16,142 | $1.69M | 0.00% | −2,202−12.0% | Reduced |
| Ensign Peak Advisors, Inc | 15,405 | $1.61M | 0.00% | −147−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,336 | $1.61M | 0.02% | +5,666+58.6% | Added |
| Ameritas Investment Partners, Inc. | 15,024 | $1.57M | 0.05% | −166−1.1% | Reduced |
| Voya Investment Management LLC | 15,021 | $1.57M | 0.00% | −3,893−20.6% | Reduced |
| Allianz Asset Management GmbH | 14,900 | $1.56M | 0.00% | +4,547+43.9% | Added |
| Man Group plc | 14,667 | $1.54M | 0.00% | +1,396+10.5% | Added |
| LPL Financial LLC | 14,275 | $1.50M | 0.00% | +709+5.2% | Added |
| Citigroup Inc | 14,246 | $1.49M | 0.00% | −95,265−87.0% | Reduced |
| Louisiana State Employees Retirement System | 13,600 | $1.42M | 0.03% | +300+2.3% | Added |
| Arizona State Retirement System | 12,972 | $1.36M | 0.01% | −558−4.1% | Reduced |
| Zions Bancorporation, N.A. | 12,442 | $1.30M | 0.10% | +540+4.5% | Added |
| TD Asset Management Inc | 11,800 | $1.24M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,700 | $1.23M | 0.02% | −1,600−12.0% | Reduced |
| State of Michigan Retirement System | 11,621 | $1.22M | 0.01% | +300+2.6% | Added |
| NorthCrest Asset Manangement, LLC | 11,590 | $1.21M | 0.04% | −150−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 14,232 | $1.18M | 0.00% | +460+3.3% | Added |
| Gotham Asset Management, LLC | 11,156 | $1.17M | 0.02% | +5,765+106.9% | Added |
| Ziegler Capital Management, LLC | 10,850 | $1.14M | 0.04% | +726+7.2% | Added |
| State of Wisconsin Investment Board | 10,776 | $1.13M | 0.00% | −2,615−19.5% | Reduced |
| ProShare Advisors LLC | 10,751 | $1.13M | 0.00% | +258+2.5% | Added |
| Creative Planning | 10,728 | $1.12M | 0.00% | +2,769+34.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,527 | $1.10M | 0.03% | +26+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,441 | $1.09M | 0.01% | +26+0.2% | Added |
| New Mexico Educational Retirement Board | 10,200 | $1.07M | 0.04% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 9,935 | $1.04M | 0.00% | −11,139−52.9% | Reduced |
| The PNC Financial Services Group, Inc. | 9,819 | $1.03M | 0.00% | −245−2.4% | Reduced |
| STRS Ohio | 9,300 | $974.0K | 0.00% | +4,900+111.4% | Added |
| Henshaw Capital LLC | 8,587 | $899.6K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 8,447 | $884.9K | 0.00% | +164+2.0% | Added |
| Handelsbanken Fonder AB | 8,023 | $840.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 7,189 | $753.1K | 0.00% | +2,155+42.8% | Added |
| Pacer Advisors, Inc. | 7,027 | $736.1K | 0.00% | −60−0.8% | Reduced |
| HGK Asset Management Inc | 6,798 | $712.2K | 0.14% | 00.0% | Unchanged |
| Xponance, Inc. | 6,725 | $704.5K | 0.01% | −145−2.1% | Reduced |
| Teacher Retirement System of Texas | 6,695 | $701.0K | 0.00% | −360−5.1% | Reduced |
| Federated Hermes, Inc. | 6,661 | $697.8K | 0.00% | −659−9.0% | Reduced |
| Argent Capital Management LLC | 6,549 | $686.1K | 0.02% | +632+10.7% | Added |
| Susquehanna International Group, LLP | 6,495 | $680.4K | 0.00% | −18,758−74.3% | Reduced |
| Harbor Capital Advisors, Inc. | 6,485 | $679.0K | 0.09% | +4,840+294.2% | Added |
| US Bancorp | 6,157 | $645.0K | 0.00% | −121−1.9% | Reduced |
| JustInvest LLC | 6,001 | $628.7K | 0.01% | −1,546−20.5% | Reduced |
| Vise Technologies, Inc. | 5,728 | $600.1K | 0.12% | +329+6.1% | Added |
| Quantedge Capital Pte Ltd | 5,600 | $586.7K | 0.25% | +5,600 | New |
| State of Wyoming | 5,528 | $579.1K | 0.10% | −3,434−38.3% | Reduced |
| State of Alaska, Department of Revenue | 5,100 | $534.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,084 | $533.0K | 0.00% | −701−12.1% | Reduced |
| Crossmark Global Holdings, Inc. | 5,055 | $530.0K | 0.01% | −5−0.1% | Reduced |
| Ritholtz Wealth Management | 4,947 | $518.2K | 0.02% | +4,947 | New |
| Higgins & Schmidt Wealth Strategies LLC | 4,912 | $514.6K | 0.38% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 4,884 | $511.6K | 0.36% | +4,884 | New |
| Toroso Investments, LLC | 4,815 | $504.4K | 0.01% | +1,119+30.3% | Added |
| Hohimer Wealth Management, LLC | 4,748 | $497.4K | 0.12% | −2,900−37.9% | Reduced |
| Capstone Investment Advisors, LLC | 4,558 | $477.5K | 0.01% | +4,558 | New |
| Radnor Capital Management, LLC | 4,500 | $471.0K | 0.08% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,396 | $460.5K | 0.00% | −72−1.6% | Reduced |
| HSBC Holdings PLC | 4,388 | $459.5K | 0.00% | +4,388 | New |
| Verition Fund Management LLC | 4,256 | $445.9K | 0.00% | +4,256 | New |
| Securian Asset Management, Inc | 3,883 | $406.8K | 0.01% | −100−2.5% | Reduced |
| Lindenwold Advisors | 3,873 | $405.7K | 0.22% | +42+1.1% | Added |
| Vestcor Inc | 3,606 | $378.0K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,544 | $371.3K | 0.00% | +3,544 | New |
| Smith Group Asset Management, LLC | 3,503 | $367.0K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,364 | $352.4K | 0.01% | +23+0.7% | Added |
| Quantinno Capital Management LP | 3,264 | $342.0K | 0.01% | +70+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 3,230 | $338.4K | 0.00% | +3,230 | New |
| AlphaMark Advisors, LLC | 3,165 | $332.0K | 0.12% | +3,165 | New |
| Mackenzie Financial Corp | 3,120 | $326.9K | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 3,087 | $323.4K | 0.05% | +3,087 | New |
| Assenagon Asset Management S.A. | 3,086 | $323.3K | 0.00% | −18,658−85.8% | Reduced |
| Essex Investment Management Co LLC | 2,900 | $303.8K | 0.06% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,888 | $302.5K | 0.02% | +430+17.5% | Added |
| Cim Investment Mangement Inc | 2,730 | $286.0K | 0.09% | 00.0% | Unchanged |
| Aristides Capital LLC | 2,597 | $272.1K | 0.12% | +2,597 | New |
| Verdence Capital Advisors LLC | 2,525 | $264.5K | 0.02% | −86−3.3% | Reduced |
| Cetera Investment Advisers | 2,475 | $259.3K | 0.00% | +2,475 | New |
| Metropolitan Life Insurance Co | 2,422 | $253.7K | 0.01% | −261−9.7% | Reduced |
| Profund Advisors LLC | 2,377 | $249.0K | 0.01% | −78−3.2% | Reduced |
| Kathmere Capital Management, LLC | 2,174 | $227.7K | 0.03% | +12+0.6% | Added |
| Mariner, LLC | 2,099 | $219.9K | 0.00% | −16,100−88.5% | Reduced |
| HighTower Advisors, LLC | 2,054 | $215.0K | 0.00% | +2,054 | New |
| Shelton Capital Management | 2,035 | $213.2K | 0.01% | +2,035 | New |
| Linden Thomas Advisory Services, LLC | 1,962 | $205.5K | 0.03% | +1,962 | New |
| GWM Advisors LLC | 1,945 | $203.8K | 0.00% | −65−3.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,979 | $202.3K | 0.00% | +1,979 | New |
| Lazard Asset Management LLC | 1,934 | $202.0K | 0.00% | −57−2.9% | Reduced |
| Dakota Wealth Management | 1,918 | $200.9K | 0.01% | −1,470−43.4% | Reduced |
| Shell Asset Management Co | 2,130 | $188.0K | 0.01% | −222−9.4% | Reduced |
| Wolverine Asset Management LLC | 1,784 | $186.9K | 0.00% | −1,030−36.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $181.5K | 0.00% | 00.0% | Unchanged |