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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,479,912 | $123.3M | 0.03% | +96,916+7.0% | Added |
| Bamco Inc | 1,570,286 | $130.9M | 0.34% | −323,914−17.1% | Reduced |
| State Street Corp | 1,730,032 | $144.2M | 0.01% | +42,452+2.5% | Added |
| Macquarie Group Ltd | 2,144,747 | $178.7M | 0.22% | +95,602+4.7% | Added |
| FMR LLC | 3,833,772 | $319.5M | 0.02% | +123,278+3.3% | Added |
| Vanguard Group Inc | 5,241,430 | $436.8M | 0.01% | +8,938+0.2% | Added |
| BlackRock, Inc. | 5,908,899 | $492.4M | 0.01% | +22,090+0.4% | Added |
| Boston Partners | 0 | $0 | 0.00% | −1,356,062−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −116,317−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −61,170−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,329−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,002−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,298−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,702−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,516−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −3,501−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,259−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −2,911−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −2,645−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −2,590−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |