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, Q3 2024
Institutional positions in Everforth Inc as of Sep 30, 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
- 294
- +1 vs. Q2 2024
- Shares held
- 42.6M
- +5.28M (+14.2%) vs. Q2 2024
- Total value
- $3.97B
- +$681.0M (+20.7%) vs. Q2 2024
- New holders
- 39
- 93 more added
- Sold out
- 38
- 110 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,886,809 | $548.8M | 0.01% | +5,886,809 | New |
| Vanguard Group Inc | 5,232,492 | $487.8M | 0.01% | +168,704+3.3% | Added |
| FMR LLC | 3,710,494 | $345.9M | 0.02% | −40,783−1.1% | Reduced |
| Macquarie Group Ltd | 2,049,145 | $191.0M | 0.21% | −5110.0% | Reduced |
| Bamco Inc | 1,894,200 | $176.6M | 0.47% | −233,000−11.0% | Reduced |
| State Street Corp | 1,687,580 | $157.3M | 0.01% | −25,225−1.5% | Reduced |
| Dimensional Fund Advisors LP | 1,382,996 | $128.9M | 0.03% | −101,779−6.9% | Reduced |
| Boston Partners | 1,356,062 | $126.4M | 0.15% | +350,115+34.8% | Added |
| Geode Capital Management, LLC | 1,249,031 | $116.5M | 0.01% | +40,047+3.3% | Added |
| Pathstone Holdings, LLC | 913,700 | $85.2M | 0.38% | +390.0% | Added |
| Victory Capital Management Inc | 796,609 | $74.3M | 0.07% | −44,635−5.3% | Reduced |
| Goldman Sachs Group Inc | 752,521 | $70.2M | 0.01% | +158,987+26.8% | Added |
| Jennison Associates LLC | 735,009 | $68.5M | 0.04% | +4,622+0.6% | Added |
| Schroder Investment Management Group | 686,952 | $64.1M | 0.07% | +13,640+2.0% | Added |
| Invesco Ltd. | 670,852 | $62.5M | 0.01% | −422,276−38.6% | Reduced |
| Thrivent Financial for Lutherans | 630,393 | $58.8M | 0.11% | −11,961−1.9% | Reduced |
| Reinhart Partners, Inc. | 588,999 | $54.9M | 2.09% | +39,607+7.2% | Added |
| Charles Schwab Investment Management Inc | 549,230 | $51.2M | 0.01% | −441−0.1% | Reduced |
| Northern Trust Corp | 546,239 | $50.9M | 0.01% | −5,121−0.9% | Reduced |
| Norges Bank | 510,964 | $47.6M | 0.01% | +43,400+9.3% | Added |
| Aristotle Capital Boston, LLC | 508,984 | $47.5M | 1.57% | −20,918−3.9% | Reduced |
| Morgan Stanley | 473,501 | $44.1M | 0.00% | −11,690−2.4% | Reduced |
| JPMorgan Chase & Co | 465,729 | $43.4M | 0.00% | +19,038+4.3% | Added |
| Bank of New York Mellon Corp | 431,721 | $40.2M | 0.01% | −78,394−15.4% | Reduced |
| FIL Ltd | 425,441 | $39.7M | 0.04% | −50,000−10.5% | Reduced |
| Bank of America Corp | 383,110 | $35.7M | 0.00% | −9,094−2.3% | Reduced |
| Nuveen Asset Management, LLC | 374,190 | $34.9M | 0.01% | +1,934+0.5% | Added |
| Price T Rowe Associates Inc | 361,307 | $33.7M | 0.00% | +75,431+26.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 355,280 | $33.1M | 0.11% | +186,900+111.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 340,983 | $31.8M | 0.10% | +37,020+12.2% | Added |
| Pictet Asset Management Holding SA | 300,389 | $28.0M | 0.03% | +46,958+18.5% | Added |
| New South Capital Management Inc | 297,674 | $27.8M | 1.14% | −5,610−1.8% | Reduced |
| Systematic Financial Management LP | 266,097 | $24.8M | 0.63% | +23,605+9.7% | Added |
| Ameriprise Financial Inc | 221,664 | $20.7M | 0.01% | +164,574+288.3% | Added |
| Laurus Investment Counsel Inc. | 158,991 | $20.1M | 7.76% | 00.0% | Unchanged |
| AQR Capital Management LLC | 182,445 | $17.0M | 0.02% | −45,592−20.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 177,160 | $16.5M | 0.01% | −14,603−7.6% | Reduced |
| SEI Investments Co | 171,596 | $16.0M | 0.02% | −12,074−6.6% | Reduced |
| Peregrine Capital Management LLC | 170,628 | $15.9M | 0.48% | +553+0.3% | Added |
| Rhumbline Advisers | 168,514 | $15.7M | 0.01% | −7,631−4.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 165,657 | $15.4M | 0.01% | +66,612+67.3% | Added |
| Sterling Capital Management LLC | 145,521 | $13.6M | 0.18% | +145,521 | New |
| Glenmede Trust Co NA | 144,182 | $13.4M | 0.06% | −1,928−1.3% | Reduced |
| North Point Portfolio Managers Corp | 128,163 | $11.9M | 1.92% | −661−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 126,036 | $11.8M | 0.03% | +126,036 | New |
| Principal Financial Group Inc | 120,407 | $11.2M | 0.01% | −54,243−31.1% | Reduced |
| Great Lakes Advisors, LLC | 116,317 | $10.8M | 0.09% | +116,317 | New |
| Citadel Advisors LLC | 114,208 | $10.6M | 0.01% | +376+0.3% | Added |
| UBS Asset Management Americas Inc | 110,342 | $10.3M | 0.00% | −3,079−2.7% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 106,191 | $9.90M | 0.69% | +12,416+13.2% | Added |
| Alliancebernstein L.P. | 94,515 | $8.81M | 0.00% | −6,959−6.9% | Reduced |
| Legal & General Group Plc | 93,726 | $8.74M | 0.00% | +809+0.9% | Added |
| Natixis Advisors, L.P. | 92,255 | $8.60M | 0.02% | −103,315−52.8% | Reduced |
| Swiss National Bank | 89,600 | $8.35M | 0.01% | −1,800−2.0% | Reduced |
| Barclays PLC | 86,995 | $8.11M | 0.00% | +53,441+159.3% | Added |
| California Public Employees Retirement System | 85,795 | $8.00M | 0.01% | −3,463−3.9% | Reduced |
| Corebridge Financial, Inc. | 76,775 | $7.16M | 0.04% | −5,208−6.4% | Reduced |
| GHP Investment Advisors, Inc. | 71,607 | $6.68M | 0.31% | +3,743+5.5% | Added |
| Harbor Capital Advisors, Inc. | 68,490 | $6.38M | 0.28% | +37,595+121.7% | Added |
| Allianz Asset Management GmbH | 62,586 | $5.83M | 0.01% | +31,550+101.7% | Added |
| Castleark Management LLC | 61,170 | $5.70M | 0.23% | −2,260−3.6% | Reduced |
| Balyasny Asset Management LLC | 58,950 | $5.50M | 0.01% | +52,593+827.3% | Added |
| New York State Teachers Retirement System | 58,159 | $5.42M | 0.01% | −6,453−10.0% | Reduced |
| Citigroup Inc | 58,098 | $5.42M | 0.01% | +26,061+81.3% | Added |
| Kennedy Capital Management, Inc. | 56,118 | $5.23M | 0.12% | −8,986−13.8% | Reduced |
| Retirement Systems of Alabama | 54,422 | $5.07M | 0.02% | −2,229−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 52,396 | $4.88M | 0.00% | −2,664−4.8% | Reduced |
| Jane Street Group, LLC | 48,543 | $4.53M | 0.01% | −52,093−51.8% | Reduced |
| MetLife Investment Management | 48,406 | $4.51M | 0.03% | −979−2.0% | Reduced |
| Ci Investments Inc. | 46,272 | $4.31M | 0.02% | −1,349−2.8% | Reduced |
| California State Teachers Retirement System | 43,779 | $4.08M | 0.00% | −1,888−4.1% | Reduced |
| Amundi | 42,488 | $4.00M | 0.00% | −1,705−3.9% | Reduced |
| Holocene Advisors, LP | 41,815 | $3.90M | 0.02% | +13,587+48.1% | Added |
| Great West Life Assurance Co | 40,538 | $3.78M | 0.01% | +1,113+2.8% | Added |
| Chatham Capital Group, Inc. | 39,706 | $3.70M | 0.61% | +73+0.2% | Added |
| Deutsche Bank AG | 38,837 | $3.62M | 0.00% | +6,124+18.7% | Added |
| Wells Fargo & Company | 38,701 | $3.61M | 0.00% | +4,804+14.2% | Added |
| First Trust Advisors LP | 37,736 | $3.52M | 0.00% | +4,109+12.2% | Added |
| Cresset Asset Management, LLC | 37,680 | $3.51M | 0.01% | −79−0.2% | Reduced |
| UBS Group AG | 35,394 | $3.30M | 0.00% | −34,376−49.3% | Reduced |
| Sit Investment Associates Inc | 34,465 | $3.21M | 0.07% | 00.0% | Unchanged |
| Agf Management Ltd | 32,492 | $3.03M | 0.02% | +7,527+30.2% | Added |
| Polar Asset Management Partners Inc. | 32,100 | $2.99M | 0.07% | +32,100 | New |
| Envestnet Asset Management Inc | 31,853 | $2.97M | 0.00% | +14,812+86.9% | Added |
| Raymond James & Associates | 29,249 | $2.73M | 0.00% | +1,827+6.7% | Added |
| HRT Financial LP | 27,817 | $2.59M | 0.01% | +27,817 | New |
| Mackenzie Financial Corp | 27,246 | $2.54M | 0.00% | +362+1.3% | Added |
| Illinois Municipal Retirement Fund | 25,483 | $2.38M | 0.03% | +6,216+32.3% | Added |
| Martingale Asset Management L P | 25,100 | $2.34M | 0.05% | −10.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,688 | $2.30M | 0.01% | +1,277+5.5% | Added |
| Mutual of America Capital Management LLC | 24,214 | $2.26M | 0.02% | −2,067−7.9% | Reduced |
| Assenagon Asset Management S.A. | 23,757 | $2.21M | 0.00% | +2,305+10.7% | Added |
| Cambiar Investors LLC | 23,097 | $2.15M | 0.08% | +30+0.1% | Added |
| Janney Montgomery Scott LLC | 22,387 | $2.09M | 0.01% | +118+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 21,106 | $2.06M | 0.02% | +3,916+22.8% | Added |
| Paralel Advisors LLC | 21,790 | $2.03M | 0.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 21,663 | $2.02M | 0.00% | −447−2.0% | Reduced |
| State of New Jersey Common Pension Fund D | 20,803 | $1.94M | 0.01% | +1,640+8.6% | Added |
| Amalgamated Bank | 20,561 | $1.92M | 0.02% | −1,688−7.6% | Reduced |
| Millennium Management LLC | 20,417 | $1.90M | 0.00% | +20,417 | New |