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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 4,041 | $336.8K | 0.00% | +4,041 | New |
| Optas, LLC | 4,013 | $334.4K | 0.07% | +10.0% | Added |
| Fieldview Capital Management, LLC | 3,969 | $330.8K | 0.05% | +3,969 | New |
| Atria Investments LLC | 3,853 | $321.1K | 0.00% | −1,844−32.4% | Reduced |
| Axq Capital, LP | 3,826 | $318.9K | 0.14% | +3,826 | New |
| Quantessence Capital LLC | 3,713 | $309.4K | 0.13% | +3,713 | New |
| Lindenwold Advisors | 3,695 | $307.9K | 0.16% | −144−3.8% | Reduced |
| State of Wyoming | 3,612 | $301.0K | 0.04% | +3,612 | New |
| Vestcor Inc | 3,606 | $301.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,607 | $300.6K | 0.01% | +1,725+91.7% | Added |
| Entropy Technologies, LP | 3,590 | $299.2K | 0.03% | +3,590 | New |
| Aristides Capital LLC | 3,445 | $287.1K | 0.09% | +1,033+42.8% | Added |
| ZEGA Investments, LLC | 3,063 | $282.6K | 0.08% | +3,063 | New |
| Securian Asset Management, Inc | 3,341 | $278.4K | 0.01% | −142−4.1% | Reduced |
| Coldstream Capital Management Inc | 3,272 | $272.7K | 0.01% | −126−3.7% | Reduced |
| Point72 (DIFC) Ltd | 3,259 | $271.6K | 0.02% | +3,259 | New |
| Cambria Investment Management, L.P. | 3,110 | $259.2K | 0.02% | +70+2.3% | Added |
| Verdence Capital Advisors LLC | 3,061 | $255.1K | 0.02% | +19+0.6% | Added |
| Versor Investments LP | 2,988 | $249.0K | 0.04% | −2,135−41.7% | Reduced |
| Petrus Trust Company, LTA | 2,921 | $243.4K | 0.02% | +2,921 | New |
| Essex Investment Management Co LLC | 2,900 | $241.7K | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,874 | $239.5K | 0.00% | −24,372−89.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,666 | $222.2K | 0.06% | +2,666 | New |
| Oppenheimer Asset Management Inc. | 2,574 | $214.5K | 0.00% | −339−11.6% | Reduced |
| Vista Finance, LLC | 2,472 | $206.0K | 0.21% | +2,472 | New |
| Brighton Jones LLC | 2,450 | $204.2K | 0.01% | −16−0.6% | Reduced |
| KBC Group NV | 2,109 | $176.0K | 0.00% | +685+48.1% | Added |
| STRS Ohio | 2,100 | $175.0K | 0.00% | −4,700−69.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $171.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,014 | $168.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,882 | $156.8K | 0.00% | −18−0.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,811 | $150.9K | 0.00% | +1,811 | New |
| Wolverine Asset Management LLC | 1,784 | $148.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,600 | $133.3K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,058 | $88.2K | 0.01% | +1,058 | New |
| HM Payson & Co | 935 | $77.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 929 | $77.0K | 0.00% | −11−1.2% | Reduced |
| Lazard Asset Management LLC | 879 | $73.0K | 0.00% | +879 | New |
| Quadrant Capital Group LLC | 849 | $70.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 768 | $66.8K | 0.00% | −1,040−57.5% | Reduced |
| Jones Financial Companies LLLP | 769 | $64.1K | 0.00% | +719+1,438.0% | Added |
| Ronald Blue Trust, Inc. | 572 | $47.7K | 0.00% | −245−30.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 476 | $39.7K | 0.04% | +476 | New |
| Nisa Investment Advisors, LLC | 462 | $38.5K | 0.00% | −28−5.7% | Reduced |
| R Squared Ltd | 440 | $36.7K | 0.04% | +440 | New |
| V-Square Quantitative Management LLC | 429 | $35.8K | 0.01% | +167+63.7% | Added |
| J.Safra Asset Management Corp | 428 | $35.7K | 0.00% | +139+48.1% | Added |
| Fifth Third Bancorp | 428 | $35.7K | 0.00% | −43−9.1% | Reduced |
| Smartleaf Asset Management LLC | 388 | $32.4K | 0.00% | −49−11.2% | Reduced |
| Venturi Wealth Management, LLC | 385 | $32.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 344 | $28.7K | 0.01% | −20−5.5% | Reduced |
| Parallel Advisors, LLC | 330 | $27.5K | 0.00% | +28+9.3% | Added |
| Nomura Asset Management Co Ltd | 320 | $26.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 276 | $23.0K | 0.00% | −31−10.1% | Reduced |
| Signaturefd, LLC | 257 | $21.4K | 0.00% | −84−24.6% | Reduced |
| Rise Advisors, LLC | 224 | $18.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 195 | $16.3K | 0.00% | −32−14.1% | Reduced |
| Smithfield Trust Co | 185 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 170 | $14.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 167 | $13.9K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 162 | $13.5K | 0.00% | +93+134.8% | Added |
| Bessemer Group Inc | 157 | $13.0K | 0.00% | +63+67.0% | Added |
| GWM Advisors LLC | 145 | $12.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 137 | $11.4K | 0.00% | −60−30.5% | Reduced |
| Advisors Asset Management, Inc. | 130 | $10.8K | 0.00% | +130 | New |
| Key Financial Inc | 96 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 96 | $8.00K | 0.01% | −105−52.2% | Reduced |
| EverSource Wealth Advisors, LLC | 80 | $6.67K | 0.00% | +24+42.9% | Added |
| Private Trust Co NA | 73 | $6.08K | 0.00% | +71+3,550.0% | Added |
| Hemington Wealth Management | 79 | $6.00K | 0.00% | −2−2.5% | Reduced |
| Eagle Bay Advisors LLC | 64 | $5.33K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 55 | $4.58K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $3.75K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 43 | $3.58K | 0.00% | −16−27.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $2.92K | 0.00% | +7+25.0% | Added |
| Lindbrook Capital, LLC | 32 | $2.67K | 0.00% | −6−15.8% | Reduced |
| 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 |
| Versant Capital Management, Inc | 28 | $2.33K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 26 | $2.17K | 0.00% | +26 | New |
| Rothschild Investment LLC | 25 | $2.08K | 0.00% | −15−37.5% | Reduced |
| WealthCollab, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 20 | $1.67K | 0.00% | +2+11.1% | Added |
| Massmutual Trust Co FSB | 19 | $1.58K | 0.00% | +9+90.0% | Added |
| Newbridge Financial Services Group, Inc. | 17 | $1.42K | 0.00% | +17 | New |
| Harbour Investments, Inc. | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $1.17K | 0.00% | −4−22.2% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| 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 |
| DiNuzzo Private Wealth, Inc. | 11 | $917 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $751 | 0.00% | −21−70.0% | Reduced |
| Assetmark, Inc | 9 | $750 | 0.00% | +9 | New |
| Bokf, NA | 8 | $688 | 0.00% | +8 | New |
| Allworth Financial LP | 5 | $459 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $250 | 0.00% | 00.0% | Unchanged |