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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 1,700 | $178.1K | 0.05% | +1,700 | New |
| Central Pacific Bank - Trust Division | 1,260 | $128.8K | 0.02% | +1,260 | New |
| Advisor Group Holdings, Inc. | 1,201 | $125.8K | 0.00% | +70+6.2% | Added |
| National Bank of Canada | 1,250 | $125.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,088 | $114.0K | 0.00% | +339+45.3% | Added |
| SG Americas Securities, LLC | 1,019 | $107.0K | 0.00% | −2,078−67.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,007 | $105.5K | 0.00% | −6,895−87.3% | Reduced |
| HM Payson & Co | 935 | $98.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 867 | $90.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 857 | $90.0K | 0.00% | +305+55.3% | Added |
| USA Financial Portformulas Corp | 673 | $70.5K | 0.01% | +673 | New |
| Nisa Investment Advisors, LLC | 534 | $55.9K | 0.00% | +38+7.7% | Added |
| EverSource Wealth Advisors, LLC | 537 | $51.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 386 | $40.4K | 0.00% | −7−1.8% | Reduced |
| Venturi Wealth Management, LLC | 385 | $40.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 360 | $37.3K | 0.01% | +358+17,900.0% | Added |
| Signaturefd, LLC | 346 | $36.2K | 0.00% | +15+4.5% | Added |
| Huntington National Bank | 344 | $36.0K | 0.00% | +3+0.9% | Added |
| Clearstead Advisors, LLC | 338 | $33.5K | 0.00% | −12−3.4% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $33.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 296 | $31.0K | 0.00% | +31+11.7% | Added |
| Hexagon Capital Partners LLC | 292 | $30.6K | 0.01% | +79+37.1% | Added |
| SYSTM Wealth Solutions LLC | 291 | $30.5K | 0.00% | +54+22.8% | Added |
| Contravisory Investment Management, Inc. | 272 | $28.5K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 263 | $27.6K | 0.01% | +263 | New |
| Rise Advisors, LLC | 224 | $23.5K | 0.01% | +224 | New |
| Hantz Financial Services, Inc. | 215 | $23.0K | 0.00% | +190+760.0% | Added |
| Covestor Ltd | 201 | $21.0K | 0.01% | −20−9.0% | Reduced |
| Smithfield Trust Co | 185 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 178 | $19.0K | 0.00% | −11,176−98.4% | Reduced |
| LGT Financial Advisors LLC | 167 | $17.5K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 160 | $16.8K | 0.01% | −35−17.9% | Reduced |
| AdvisorNet Financial, Inc | 159 | $16.7K | 0.00% | −14−8.1% | Reduced |
| Planning Capital Management Corp | 143 | $15.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 120 | $12.6K | 0.00% | +63+110.5% | Added |
| Retirement Group, LLC | 113 | $11.8K | 0.00% | +5+4.6% | Added |
| Key Financial Inc | 96 | $10.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 71 | $7.44K | 0.00% | +14+24.6% | Added |
| Frazier Financial Advisors, LLC | 67 | $7.02K | 0.01% | +67 | New |
| JJJ Advisors Inc. | 65 | $6.81K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 57 | $5.97K | 0.00% | +57 | New |
| Cetera Trust Company, N.A | 55 | $5.76K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 59 | $5.64K | 0.00% | +15+34.1% | Added |
| PFS Partners, LLC | 48 | $5.03K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $4.71K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 43 | $4.40K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.98K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 40 | $3.85K | 0.00% | +40 | New |
| Steward Partners Investment Advisory, LLC | 30 | $3.14K | 0.00% | −38−55.9% | Reduced |
| Bell Investment Advisors, Inc | 25 | $2.62K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25 | $2.62K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $2.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $2.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $2.31K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 21 | $2.20K | 0.00% | +21 | New |
| First Horizon Advisors, Inc. | 21 | $2.20K | 0.00% | −2−8.7% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $2.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.89K | 0.00% | +2+12.5% | Added |
| Umb Bank N A | 16 | $1.68K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.36K | 0.00% | +2+18.2% | Added |
| TD Waterhouse Canada Inc. | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12 | $1.26K | 0.00% | −1,170−99.0% | Reduced |
| Global Retirement Partners, LLC | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $1.15K | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $1.05K | 0.00% | +10 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $943 | 0.00% | −10−52.6% | Reduced |
| Horizon Investments, LLC | 8 | $838 | 0.00% | +4+100.0% | Added |
| Manchester Capital Management LLC | 7 | $734 | 0.00% | −1−12.5% | Reduced |
| Allworth Financial LP | 5 | $524 | 0.00% | −5−50.0% | Reduced |
| Rothschild Investment LLC | 5 | $524 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 3 | $330 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $315 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $314 | 0.00% | +3 | New |
| WR Wealth Planners, LLC | 3 | $314 | 0.00% | +3 | New |
| Private Trust Co NA | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Ami Asset Management Corp | 0 | $0 | 0.00% | −27,849−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,841−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,949−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,825−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,538−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,891−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,985−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,508−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,195−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −2,110−100.0% | Sold out |