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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 22,387 | $2.09M | 0.01% | +118+0.5% | Added |
| Cambiar Investors LLC | 23,097 | $2.15M | 0.08% | +30+0.1% | Added |
| Assenagon Asset Management S.A. | 23,757 | $2.21M | 0.00% | +2,305+10.7% | Added |
| Mutual of America Capital Management LLC | 24,214 | $2.26M | 0.02% | −2,067−7.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,688 | $2.30M | 0.01% | +1,277+5.5% | Added |
| Martingale Asset Management L P | 25,100 | $2.34M | 0.05% | −10.0% | Reduced |
| Illinois Municipal Retirement Fund | 25,483 | $2.38M | 0.03% | +6,216+32.3% | Added |
| Mackenzie Financial Corp | 27,246 | $2.54M | 0.00% | +362+1.3% | Added |
| HRT Financial LP | 27,817 | $2.59M | 0.01% | +27,817 | New |
| Raymond James & Associates | 29,249 | $2.73M | 0.00% | +1,827+6.7% | Added |
| Envestnet Asset Management Inc | 31,853 | $2.97M | 0.00% | +14,812+86.9% | Added |
| Polar Asset Management Partners Inc. | 32,100 | $2.99M | 0.07% | +32,100 | New |
| Agf Management Ltd | 32,492 | $3.03M | 0.02% | +7,527+30.2% | Added |
| Sit Investment Associates Inc | 34,465 | $3.21M | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 35,394 | $3.30M | 0.00% | −34,376−49.3% | Reduced |
| Cresset Asset Management, LLC | 37,680 | $3.51M | 0.01% | −79−0.2% | Reduced |
| First Trust Advisors LP | 37,736 | $3.52M | 0.00% | +4,109+12.2% | Added |
| Wells Fargo & Company | 38,701 | $3.61M | 0.00% | +4,804+14.2% | Added |
| Deutsche Bank AG | 38,837 | $3.62M | 0.00% | +6,124+18.7% | Added |
| Chatham Capital Group, Inc. | 39,706 | $3.70M | 0.61% | +73+0.2% | Added |
| Great West Life Assurance Co | 40,538 | $3.78M | 0.01% | +1,113+2.8% | Added |
| Holocene Advisors, LP | 41,815 | $3.90M | 0.02% | +13,587+48.1% | Added |
| Amundi | 42,488 | $4.00M | 0.00% | −1,705−3.9% | Reduced |
| California State Teachers Retirement System | 43,779 | $4.08M | 0.00% | −1,888−4.1% | Reduced |
| Ci Investments Inc. | 46,272 | $4.31M | 0.02% | −1,349−2.8% | Reduced |
| MetLife Investment Management | 48,406 | $4.51M | 0.03% | −979−2.0% | Reduced |
| Jane Street Group, LLC | 48,543 | $4.53M | 0.01% | −52,093−51.8% | Reduced |
| Manufacturers Life Insurance Company, The | 52,396 | $4.88M | 0.00% | −2,664−4.8% | Reduced |
| Retirement Systems of Alabama | 54,422 | $5.07M | 0.02% | −2,229−3.9% | Reduced |
| Kennedy Capital Management, Inc. | 56,118 | $5.23M | 0.12% | −8,986−13.8% | Reduced |
| Citigroup Inc | 58,098 | $5.42M | 0.01% | +26,061+81.3% | Added |
| New York State Teachers Retirement System | 58,159 | $5.42M | 0.01% | −6,453−10.0% | Reduced |
| Balyasny Asset Management LLC | 58,950 | $5.50M | 0.01% | +52,593+827.3% | Added |
| Castleark Management LLC | 61,170 | $5.70M | 0.23% | −2,260−3.6% | Reduced |
| Allianz Asset Management GmbH | 62,586 | $5.83M | 0.01% | +31,550+101.7% | Added |
| Harbor Capital Advisors, Inc. | 68,490 | $6.38M | 0.28% | +37,595+121.7% | Added |
| GHP Investment Advisors, Inc. | 71,607 | $6.68M | 0.31% | +3,743+5.5% | Added |
| Corebridge Financial, Inc. | 76,775 | $7.16M | 0.04% | −5,208−6.4% | Reduced |
| California Public Employees Retirement System | 85,795 | $8.00M | 0.01% | −3,463−3.9% | Reduced |
| Barclays PLC | 86,995 | $8.11M | 0.00% | +53,441+159.3% | Added |
| Swiss National Bank | 89,600 | $8.35M | 0.01% | −1,800−2.0% | Reduced |
| Natixis Advisors, L.P. | 92,255 | $8.60M | 0.02% | −103,315−52.8% | Reduced |
| Legal & General Group Plc | 93,726 | $8.74M | 0.00% | +809+0.9% | Added |
| Alliancebernstein L.P. | 94,515 | $8.81M | 0.00% | −6,959−6.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 106,191 | $9.90M | 0.69% | +12,416+13.2% | Added |
| UBS Asset Management Americas Inc | 110,342 | $10.3M | 0.00% | −3,079−2.7% | Reduced |
| Citadel Advisors LLC | 114,208 | $10.6M | 0.01% | +376+0.3% | Added |
| Great Lakes Advisors, LLC | 116,317 | $10.8M | 0.09% | +116,317 | New |
| Principal Financial Group Inc | 120,407 | $11.2M | 0.01% | −54,243−31.1% | Reduced |
| Rockefeller Capital Management L.P. | 126,036 | $11.8M | 0.03% | +126,036 | New |
| North Point Portfolio Managers Corp | 128,163 | $11.9M | 1.92% | −661−0.5% | Reduced |
| Glenmede Trust Co NA | 144,182 | $13.4M | 0.06% | −1,928−1.3% | Reduced |
| Sterling Capital Management LLC | 145,521 | $13.6M | 0.18% | +145,521 | New |
| Arrowstreet Capital, Limited Partnership | 165,657 | $15.4M | 0.01% | +66,612+67.3% | Added |
| Rhumbline Advisers | 168,514 | $15.7M | 0.01% | −7,631−4.3% | Reduced |
| Peregrine Capital Management LLC | 170,628 | $15.9M | 0.48% | +553+0.3% | Added |
| SEI Investments Co | 171,596 | $16.0M | 0.02% | −12,074−6.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 177,160 | $16.5M | 0.01% | −14,603−7.6% | Reduced |
| AQR Capital Management LLC | 182,445 | $17.0M | 0.02% | −45,592−20.0% | Reduced |
| Laurus Investment Counsel Inc. | 158,991 | $20.1M | 7.76% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 221,664 | $20.7M | 0.01% | +164,574+288.3% | Added |
| Systematic Financial Management LP | 266,097 | $24.8M | 0.63% | +23,605+9.7% | Added |
| New South Capital Management Inc | 297,674 | $27.8M | 1.14% | −5,610−1.8% | Reduced |
| Pictet Asset Management Holding SA | 300,389 | $28.0M | 0.03% | +46,958+18.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 340,983 | $31.8M | 0.10% | +37,020+12.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 355,280 | $33.1M | 0.11% | +186,900+111.0% | Added |
| Price T Rowe Associates Inc | 361,307 | $33.7M | 0.00% | +75,431+26.4% | Added |
| Nuveen Asset Management, LLC | 374,190 | $34.9M | 0.01% | +1,934+0.5% | Added |
| Bank of America Corp | 383,110 | $35.7M | 0.00% | −9,094−2.3% | Reduced |
| FIL Ltd | 425,441 | $39.7M | 0.04% | −50,000−10.5% | Reduced |
| Bank of New York Mellon Corp | 431,721 | $40.2M | 0.01% | −78,394−15.4% | Reduced |
| JPMorgan Chase & Co | 465,729 | $43.4M | 0.00% | +19,038+4.3% | Added |
| Morgan Stanley | 473,501 | $44.1M | 0.00% | −11,690−2.4% | Reduced |
| Aristotle Capital Boston, LLC | 508,984 | $47.5M | 1.57% | −20,918−3.9% | Reduced |
| Norges Bank | 510,964 | $47.6M | 0.01% | +43,400+9.3% | Added |
| Northern Trust Corp | 546,239 | $50.9M | 0.01% | −5,121−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 549,230 | $51.2M | 0.01% | −441−0.1% | Reduced |
| Reinhart Partners, Inc. | 588,999 | $54.9M | 2.09% | +39,607+7.2% | Added |
| Thrivent Financial for Lutherans | 630,393 | $58.8M | 0.11% | −11,961−1.9% | Reduced |
| Invesco Ltd. | 670,852 | $62.5M | 0.01% | −422,276−38.6% | Reduced |
| Schroder Investment Management Group | 686,952 | $64.1M | 0.07% | +13,640+2.0% | Added |
| Jennison Associates LLC | 735,009 | $68.5M | 0.04% | +4,622+0.6% | Added |
| Goldman Sachs Group Inc | 752,521 | $70.2M | 0.01% | +158,987+26.8% | Added |
| Victory Capital Management Inc | 796,609 | $74.3M | 0.07% | −44,635−5.3% | Reduced |
| Pathstone Holdings, LLC | 913,700 | $85.2M | 0.38% | +390.0% | Added |
| Geode Capital Management, LLC | 1,249,031 | $116.5M | 0.01% | +40,047+3.3% | Added |
| Boston Partners | 1,356,062 | $126.4M | 0.15% | +350,115+34.8% | Added |
| Dimensional Fund Advisors LP | 1,382,996 | $128.9M | 0.03% | −101,779−6.9% | Reduced |
| State Street Corp | 1,687,580 | $157.3M | 0.01% | −25,225−1.5% | Reduced |
| Bamco Inc | 1,894,200 | $176.6M | 0.47% | −233,000−11.0% | Reduced |
| Macquarie Group Ltd | 2,049,145 | $191.0M | 0.21% | −5110.0% | Reduced |
| FMR LLC | 3,710,494 | $345.9M | 0.02% | −40,783−1.1% | Reduced |
| Vanguard Group Inc | 5,232,492 | $487.8M | 0.01% | +168,704+3.3% | Added |
| BlackRock, Inc. | 5,886,809 | $548.8M | 0.01% | +5,886,809 | New |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −580,937−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −73,219−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −70,752−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −64,853−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −53,731−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |