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, Q4 2024
Institutional positions in Everforth Inc as of Dec 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
- 307
- +16 vs. Q3 2024
- Shares held
- 43.0M
- +504.4K (+1.2%) vs. Q3 2024
- Total value
- $3.59B
- −$383.6M (−9.7%) vs. Q3 2024
- New holders
- 53
- 93 more added
- Sold out
- 37
- 114 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $83 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $167 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $167 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $250 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3 | $250 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $250 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $459 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8 | $688 | 0.00% | +8 | New |
| Assetmark, Inc | 9 | $750 | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 9 | $751 | 0.00% | −21−70.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $917 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| First Horizon Advisors, Inc. | 14 | $1.17K | 0.00% | −4−22.2% | Reduced |
| Harbour Investments, Inc. | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $1.42K | 0.00% | +17 | New |
| Massmutual Trust Co FSB | 19 | $1.58K | 0.00% | +9+90.0% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 20 | $1.67K | 0.00% | +2+11.1% | Added |
| WealthCollab, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $2.08K | 0.00% | −15−37.5% | Reduced |
| TD Capital Management LLC | 26 | $2.17K | 0.00% | +26 | New |
| Versant Capital Management, Inc | 28 | $2.33K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $2.50K | 0.00% | +12+66.7% | Added |
| Lindbrook Capital, LLC | 32 | $2.67K | 0.00% | −6−15.8% | Reduced |
| JFS Wealth Advisors, LLC | 35 | $2.92K | 0.00% | +7+25.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.23K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 43 | $3.58K | 0.00% | −16−27.1% | Reduced |
| Central Trust Co | 45 | $3.75K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 55 | $4.58K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 64 | $5.33K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 79 | $6.00K | 0.00% | −2−2.5% | Reduced |
| Private Trust Co NA | 73 | $6.08K | 0.00% | +71+3,550.0% | Added |
| EverSource Wealth Advisors, LLC | 80 | $6.67K | 0.00% | +24+42.9% | Added |
| Covestor Ltd | 96 | $8.00K | 0.01% | −105−52.2% | Reduced |
| Key Financial Inc | 96 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 130 | $10.8K | 0.00% | +130 | New |
| GAMMA Investing LLC | 137 | $11.4K | 0.00% | −60−30.5% | Reduced |
| GWM Advisors LLC | 145 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 157 | $13.0K | 0.00% | +63+67.0% | Added |
| Umb Bank N A | 162 | $13.5K | 0.00% | +93+134.8% | Added |
| LGT Financial Advisors LLC | 167 | $13.9K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 170 | $14.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 195 | $16.3K | 0.00% | −32−14.1% | Reduced |
| Rise Advisors, LLC | 224 | $18.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 257 | $21.4K | 0.00% | −84−24.6% | Reduced |
| GeoWealth Management, LLC | 276 | $23.0K | 0.00% | −31−10.1% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $26.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 330 | $27.5K | 0.00% | +28+9.3% | Added |
| Hexagon Capital Partners LLC | 344 | $28.7K | 0.01% | −20−5.5% | Reduced |
| Venturi Wealth Management, LLC | 385 | $32.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 388 | $32.4K | 0.00% | −49−11.2% | Reduced |
| Fifth Third Bancorp | 428 | $35.7K | 0.00% | −43−9.1% | Reduced |
| J.Safra Asset Management Corp | 428 | $35.7K | 0.00% | +139+48.1% | Added |
| V-Square Quantitative Management LLC | 429 | $35.8K | 0.01% | +167+63.7% | Added |
| R Squared Ltd | 440 | $36.7K | 0.04% | +440 | New |
| Nisa Investment Advisors, LLC | 462 | $38.5K | 0.00% | −28−5.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 476 | $39.7K | 0.04% | +476 | New |
| Ronald Blue Trust, Inc. | 572 | $47.7K | 0.00% | −245−30.0% | Reduced |
| Jones Financial Companies LLLP | 769 | $64.1K | 0.00% | +719+1,438.0% | Added |
| CIBC Private Wealth Group, LLC | 768 | $66.8K | 0.00% | −1,040−57.5% | Reduced |
| Quadrant Capital Group LLC | 849 | $70.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 879 | $73.0K | 0.00% | +879 | New |
| CWM, LLC | 929 | $77.0K | 0.00% | −11−1.2% | Reduced |
| HM Payson & Co | 935 | $77.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,058 | $88.2K | 0.01% | +1,058 | New |
| LRI Investments, LLC | 1,600 | $133.3K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,784 | $148.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,811 | $150.9K | 0.00% | +1,811 | New |
| Advisor Group Holdings, Inc. | 1,882 | $156.8K | 0.00% | −18−0.9% | Reduced |
| Shell Asset Management Co | 2,014 | $168.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $171.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,100 | $175.0K | 0.00% | −4,700−69.1% | Reduced |
| KBC Group NV | 2,109 | $176.0K | 0.00% | +685+48.1% | Added |
| Brighton Jones LLC | 2,450 | $204.2K | 0.01% | −16−0.6% | Reduced |
| Vista Finance, LLC | 2,472 | $206.0K | 0.21% | +2,472 | New |
| Oppenheimer Asset Management Inc. | 2,574 | $214.5K | 0.00% | −339−11.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,666 | $222.2K | 0.06% | +2,666 | New |
| Mackenzie Financial Corp | 2,874 | $239.5K | 0.00% | −24,372−89.5% | Reduced |
| Essex Investment Management Co LLC | 2,900 | $241.7K | 0.04% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,921 | $243.4K | 0.02% | +2,921 | New |
| Versor Investments LP | 2,988 | $249.0K | 0.04% | −2,135−41.7% | Reduced |
| Verdence Capital Advisors LLC | 3,061 | $255.1K | 0.02% | +19+0.6% | Added |
| Cambria Investment Management, L.P. | 3,110 | $259.2K | 0.02% | +70+2.3% | Added |
| Point72 (DIFC) Ltd | 3,259 | $271.6K | 0.02% | +3,259 | New |
| Coldstream Capital Management Inc | 3,272 | $272.7K | 0.01% | −126−3.7% | Reduced |
| Securian Asset Management, Inc | 3,341 | $278.4K | 0.01% | −142−4.1% | Reduced |
| ZEGA Investments, LLC | 3,063 | $282.6K | 0.08% | +3,063 | New |
| Aristides Capital LLC | 3,445 | $287.1K | 0.09% | +1,033+42.8% | Added |
| Entropy Technologies, LP | 3,590 | $299.2K | 0.03% | +3,590 | New |
| Tower Research Capital LLC (TRC) | 3,607 | $300.6K | 0.01% | +1,725+91.7% | Added |
| Vestcor Inc | 3,606 | $301.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,612 | $301.0K | 0.04% | +3,612 | New |