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 2025
Institutional positions in Everforth Inc as of Dec 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
- 274
- −18 vs. Q3 2025
- Shares held
- 40.7M
- −1.10M (−2.6%) vs. Q3 2025
- Total value
- $1.96B
- −$18.0M (−0.9%) vs. Q3 2025
- New holders
- 38
- 91 more added
- Sold out
- 56
- 114 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 685 | $33.0K | 0.00% | +423+161.5% | Added |
| EverSource Wealth Advisors, LLC | 666 | $32.1K | 0.00% | +123+22.7% | Added |
| Nomura Asset Management Co Ltd | 660 | $31.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 623 | $30.0K | 0.01% | −10−1.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 627 | $30.0K | 0.00% | +183+41.2% | Added |
| MAI Capital Management | 576 | $27.7K | 0.00% | +26+4.7% | Added |
| GAMMA Investing LLC | 542 | $26.1K | 0.00% | +268+97.8% | Added |
| Aster Capital Management (DIFC) Ltd | 534 | $25.7K | 0.01% | −5,245−90.8% | Reduced |
| Danske Bank A/S | 500 | $24.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 500 | $24.1K | 0.00% | +91+22.2% | Added |
| Nvest Wealth Strategies, Inc. | 466 | $22.4K | 0.02% | +466 | New |
| Umb Bank N A | 432 | $20.8K | 0.00% | −543−55.7% | Reduced |
| Allworth Financial LP | 416 | $20.0K | 0.00% | +172+70.5% | Added |
| First Horizon Corp | 362 | $17.4K | 0.00% | −89−19.7% | Reduced |
| Versant Capital Management, Inc | 355 | $17.1K | 0.00% | −621−63.6% | Reduced |
| Clearstead Advisors, LLC | 352 | $17.0K | 0.00% | +56+18.9% | Added |
| Farther Finance Advisors, LLC | 343 | $16.5K | 0.00% | +222+183.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 334 | $16.1K | 0.00% | +334 | New |
| Fifth Third Bancorp | 323 | $15.6K | 0.00% | −276−46.1% | Reduced |
| Quest Partners LLC | 292 | $14.1K | 0.00% | −464−61.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 287 | $13.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 286 | $13.8K | 0.00% | +106+58.9% | Added |
| Strategic Wealth Partners, Ltd. | 285 | $13.7K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 281 | $13.5K | 0.00% | −1−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 247 | $11.9K | 0.00% | −5,753−95.9% | Reduced |
| Covestor Ltd | 222 | $11.0K | 0.01% | −1−0.4% | Reduced |
| Los Angeles Capital Management LLC | 250 | $11.0K | 0.00% | +250 | New |
| Signaturefd, LLC | 210 | $10.1K | 0.00% | +142+208.8% | Added |
| South State Corp. | 203 | $9.78K | 0.00% | +203 | New |
| Smithfield Trust Co | 185 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 159 | $7.66K | 0.00% | +159 | New |
| Smartleaf Asset Management LLC | 135 | $6.65K | 0.00% | +93+221.4% | Added |
| Smallwood Wealth Investment Management, LLC | 107 | $5.15K | 0.00% | +107 | New |
| Parkside Financial Bank & Trust | 84 | $4.05K | 0.00% | −48−36.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 77 | $4.00K | 0.00% | −19−19.8% | Reduced |
| MV Capital Management, Inc. | 62 | $2.99K | 0.00% | +37+148.0% | Added |
| Northwestern Mutual Wealth Management Co | 57 | $2.75K | 0.00% | −21−26.9% | Reduced |
| GHP Investment Advisors, Inc. | 55 | $2.65K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 54 | $2.60K | 0.00% | −264−83.0% | Reduced |
| Godfrey Financial Associates, Inc. | 52 | $2.50K | 0.00% | +52 | New |
| Sachetta, LLC | 49 | $2.36K | 0.00% | +21+75.0% | Added |
| Kilter Group LLC | 47 | $2.26K | 0.00% | −8−14.5% | Reduced |
| Sunbelt Securities, Inc. | 46 | $2.22K | 0.00% | +27+142.1% | Added |
| Central Trust Co | 45 | $2.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 44 | $2.12K | 0.00% | −113−72.0% | Reduced |
| Bare Financial Services, Inc | 42 | $2.02K | 0.00% | +33+366.7% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.93K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 39 | $1.88K | 0.00% | +15+62.5% | Added |
| IFP Advisors, Inc | 38 | $1.83K | 0.00% | −25−39.7% | Reduced |
| Neo Ivy Capital Management | 38 | $1.83K | 0.00% | +38 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $1.49K | 0.00% | +21+210.0% | Added |
| Root Financial Partners, LLC | 29 | $1.40K | 0.00% | −7−19.4% | Reduced |
| UMA Financial Services, Inc. | 22 | $1.06K | 0.00% | +12+120.0% | Added |
| Manchester Capital Management LLC | 21 | $1.01K | 0.00% | −22−51.2% | Reduced |
| SageView Advisory Group, LLC | 20 | $964 | 0.00% | +20 | New |
| USA Financial Portformulas Corp | 18 | $867 | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 13 | $626 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $578 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $578 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $578 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 11 | $530 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 10 | $482 | 0.00% | +10 | New |
| DV Equities, LLC | 10 | $482 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 8 | $385 | 0.00% | −2−20.0% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $385 | 0.00% | +5+166.7% | Added |
| Transamerica Financial Advisors, Inc. | 5 | $241 | 0.00% | −3−37.5% | Reduced |
| Elyxium Wealth, LLC | 2 | $96 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $48 | 0.00% | −8−88.9% | Reduced |
| SBI Securities Co., Ltd. | 1 | $48 | 0.00% | −1−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $48 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $43 | 0.00% | +1 | New |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,383,480−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −196,042−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −120,332−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −62,469−100.0% | Sold out |
| Leith Wheeler Investment Counsel Ltd. | 0 | $0 | 0.00% | −45,520−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −45,284−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −43,522−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −35,575−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,932−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,361−100.0% | Sold out |
| Chatham Capital Group, Inc. | 0 | $0 | 0.00% | −20,584−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −20,162−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,956−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,581−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,911−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −13,770−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −10,880−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −8,473−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −8,085−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −7,685−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,399−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −6,811−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,187−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,062−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |