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, Q1 2025
Institutional positions in Everforth Inc as of Mar 31, 2025. 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
- 303
- +1 vs. Q4 2024
- Shares held
- 42.8M
- −17.7K (0.0%) vs. Q4 2024
- Total value
- $2.70B
- −$872.7M (−24.4%) vs. Q4 2024
- New holders
- 46
- 110 more added
- Sold out
- 45
- 101 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 4,195 | $264.4K | 0.00% | −458−9.8% | Reduced |
| Fieldview Capital Management, LLC | 4,159 | $262.1K | 0.04% | +190+4.8% | Added |
| Integrated Quantitative Investments LLC | 4,112 | $259.1K | 0.13% | −16−0.4% | Reduced |
| Optas, LLC | 4,020 | $253.3K | 0.04% | +7+0.2% | Added |
| 111 Capital | 3,764 | $237.2K | 0.05% | +3,764 | New |
| State of Wyoming | 3,685 | $232.2K | 0.03% | +73+2.0% | Added |
| Lindenwold Advisors | 3,640 | $229.4K | 0.13% | −55−1.5% | Reduced |
| Vestcor Inc | 3,606 | $227.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,341 | $210.6K | 0.01% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 4,142 | $208.7K | 0.18% | −247−5.6% | Reduced |
| Shell Asset Management Co | 3,242 | $204.0K | 0.01% | +1,228+61.0% | Added |
| Coldstream Capital Management Inc | 3,004 | $189.3K | 0.00% | −268−8.2% | Reduced |
| Essex Investment Management Co LLC | 2,900 | $182.8K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 2,148 | $135.0K | 0.00% | +39+1.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $106.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,599 | $100.8K | 0.00% | −66,402−97.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,524 | $96.0K | 0.00% | −358−19.0% | Reduced |
| STRS Ohio | 1,400 | $88.2K | 0.00% | −700−33.3% | Reduced |
| Walleye Trading LLC | 1,352 | $85.2K | 0.00% | +1,352 | New |
| Clear Street Markets LLC | 1,256 | $79.2K | 0.05% | +1,256 | New |
| CWM, LLC | 1,181 | $74.0K | 0.00% | +252+27.1% | Added |
| GAMMA Investing LLC | 1,045 | $65.9K | 0.00% | +908+662.8% | Added |
| LRI Investments, LLC | 975 | $61.4K | 0.01% | −625−39.1% | Reduced |
| HM Payson & Co | 935 | $58.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 865 | $54.5K | 0.00% | +96+12.5% | Added |
| Headlands Technologies LLC | 836 | $52.7K | 0.01% | −222−21.0% | Reduced |
| CIBC Private Wealth Group, LLC | 786 | $44.7K | 0.00% | +18+2.3% | Added |
| Nomura Asset Management Co Ltd | 660 | $41.6K | 0.00% | +340+106.3% | Added |
| Ronald Blue Trust, Inc. | 605 | $38.1K | 0.00% | +33+5.8% | Added |
| Umb Bank N A | 549 | $34.6K | 0.00% | +387+238.9% | Added |
| Parallel Advisors, LLC | 489 | $30.8K | 0.00% | +159+48.2% | Added |
| J.Safra Asset Management Corp | 488 | $30.8K | 0.00% | +60+14.0% | Added |
| Versant Capital Management, Inc | 487 | $30.7K | 0.01% | +459+1,639.3% | Added |
| Caitong International Asset Management Co., Ltd | 465 | $29.3K | 0.02% | −11−2.3% | Reduced |
| Nisa Investment Advisors, LLC | 456 | $28.7K | 0.00% | −6−1.3% | Reduced |
| Optiver Holding B.V. | 453 | $28.5K | 0.00% | +453 | New |
| Lindbrook Capital, LLC | 382 | $24.1K | 0.00% | +350+1,093.8% | Added |
| Hexagon Capital Partners LLC | 379 | $23.9K | 0.00% | +35+10.2% | Added |
| Smartleaf Asset Management LLC | 366 | $23.1K | 0.00% | −22−5.7% | Reduced |
| Fifth Third Bancorp | 281 | $17.7K | 0.00% | −147−34.3% | Reduced |
| Signaturefd, LLC | 236 | $14.9K | 0.00% | −21−8.2% | Reduced |
| Rise Advisors, LLC | 224 | $14.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 191 | $12.0K | 0.00% | −4−2.1% | Reduced |
| Smithfield Trust Co | 185 | $12.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 145 | $9.14K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 144 | $9.00K | 0.00% | −13−8.3% | Reduced |
| Massmutual Trust Co FSB | 119 | $7.50K | 0.00% | +100+526.3% | Added |
| Northwestern Mutual Wealth Management Co | 113 | $7.12K | 0.00% | −57−33.5% | Reduced |
| Advisors Asset Management, Inc. | 111 | $7.00K | 0.00% | −19−14.6% | Reduced |
| Larson Financial Group LLC | 103 | $6.49K | 0.00% | +101+5,050.0% | Added |
| Covestor Ltd | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 72 | $4.54K | 0.00% | +52+260.0% | Added |
| Hemington Wealth Management | 74 | $4.00K | 0.00% | −5−6.3% | Reduced |
| Private Trust Co NA | 61 | $3.84K | 0.00% | −12−16.4% | Reduced |
| SRS Capital Advisors, Inc. | 49 | $3.09K | 0.00% | +49 | New |
| EverSource Wealth Advisors, LLC | 46 | $2.90K | 0.00% | −34−42.5% | Reduced |
| Central Trust Co | 45 | $2.84K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 45 | $2.82K | 0.00% | +2+4.7% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 43 | $2.71K | 0.00% | +43 | New |
| First Horizon Advisors, Inc. | 43 | $2.71K | 0.00% | +29+207.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $2.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $2.27K | 0.00% | +16+80.0% | Added |
| JFS Wealth Advisors, LLC | 31 | $1.95K | 0.00% | −4−11.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 30 | $1.89K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 29 | $1.83K | 0.00% | +29 | New |
| Allworth Financial LP | 32 | $1.66K | 0.00% | +27+540.0% | Added |
| IFP Advisors, Inc | 26 | $1.64K | 0.00% | −4−13.3% | Reduced |
| TD Capital Management LLC | 26 | $1.64K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $1.26K | 0.00% | +20 | New |
| WPG Advisers, LLC | 20 | $1.26K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 18 | $1.14K | 0.00% | +18 | New |
| Geneos Wealth Management Inc. | 18 | $1.13K | 0.00% | +18 | New |
| CVA Family Office, LLC | 18 | $1.13K | 0.00% | +18 | New |
| Newbridge Financial Services Group, Inc. | 17 | $1.07K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Rothschild Investment LLC | 15 | $945 | 0.00% | −10−40.0% | Reduced |
| Boston Private Wealth LLC | 14 | $882 | 0.00% | +14 | New |
| Mather Group, LLC. | 12 | $756 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $752 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $694 | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 9 | $568 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $568 | 0.00% | +9 | New |
| Skopos Labs, Inc. | 8 | $505 | 0.00% | +8 | New |
| Bokf, NA | 8 | $504 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $442 | 0.00% | −5−41.7% | Reduced |
| South State Corp. | 7 | $442 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 7 | $442 | 0.00% | +7 | New |
| Activest Wealth Management | 7 | $441 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $316 | 0.00% | −6−54.5% | Reduced |
| WealthTrak Capital Management LLC | 5 | $316 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $315 | 0.00% | +2+66.7% | Added |
| Assetmark, Inc | 4 | $252 | 0.00% | −5−55.6% | Reduced |
| Valued Wealth Advisors LLC | 3 | $190 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $127 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $127 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 1 | $64 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $63 | 0.00% | −1−50.0% | Reduced |
| SBI Securities Co., Ltd. | 1 | $63 | 0.00% | 00.0% | Unchanged |