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 2026
Institutional positions in Everforth Inc as of Mar 31, 2026. 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
- 248
- −21 vs. Q4 2025
- Shares held
- 43.2M
- +7.66M (+21.6%) vs. Q4 2025
- Total value
- $1.67B
- −$40.5M (−2.4%) vs. Q4 2025
- New holders
- 45
- 103 more added
- Sold out
- 66
- 68 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 19,251 | $745.2K | 0.00% | −21,947−53.3% | Reduced |
| Louisiana State Employees Retirement System | 18,900 | $731.6K | 0.01% | +7,100+60.2% | Added |
| Picton Mahoney Asset Management | 18,754 | $726.0K | 0.01% | +18,754 | New |
| Assenagon Asset Management S.A. | 18,312 | $708.9K | 0.00% | −13,813−43.0% | Reduced |
| Vident Advisory, LLC | 18,285 | $707.8K | 0.01% | +2,546+16.2% | Added |
| State of Tennessee, Treasury Department | 18,060 | $699.1K | 0.00% | +5,935+48.9% | Added |
| Horizon Investments, LLC | 17,962 | $695.3K | 0.01% | +17,962 | New |
| 2Xideas AG | 17,939 | $694.4K | 0.27% | −34,435−65.7% | Reduced |
| Wells Fargo & Company | 17,083 | $661.3K | 0.00% | −34,224−66.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,861 | $652.7K | 0.00% | +6,207+58.3% | Added |
| State of Wisconsin Investment Board | 16,102 | $623.3K | 0.00% | +1,434+9.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,551 | $588.4K | 0.00% | +15,191+146.6% | Added |
| Franklin Resources Inc | 14,994 | $580.4K | 0.00% | +14,994 | New |
| Mercer Global Advisors Inc | 14,267 | $552.3K | 0.00% | +8,418+143.9% | Added |
| XTX Topco Ltd | 14,229 | $550.8K | 0.01% | −13,947−49.5% | Reduced |
| VARCOV Co. | 14,163 | $548.3K | 0.20% | +14,163 | New |
| New York State Common Retirement Fund | 14,049 | $543.8K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 13,957 | $540.3K | 0.00% | +13,957 | New |
| SummerHaven Investment Management, LLC | 13,916 | $538.7K | 0.33% | −2,922−17.4% | Reduced |
| Mirabella Financial Services LLP | 13,817 | $534.9K | 0.05% | +13,817 | New |
| Oppenheimer Asset Management Inc. | 12,837 | $496.9K | 0.01% | +3,563+38.4% | Added |
| Yousif Capital Management, LLC | 12,810 | $495.9K | 0.01% | −1,609−11.2% | Reduced |
| Amalgamated Bank | 12,259 | $475.0K | 0.00% | −5,689−31.7% | Reduced |
| Highland Capital Management, LLC | 12,269 | $474.9K | 0.03% | +12,269 | New |
| Canada Pension Plan Investment Board | 11,900 | $460.6K | 0.00% | −1,100−8.5% | Reduced |
| Arizona State Retirement System | 11,735 | $454.3K | 0.00% | −484−4.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,673 | $451.9K | 0.00% | +896+8.3% | Added |
| Vise Technologies, Inc. | 9,337 | $449.8K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,872 | $420.9K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,716 | $415.0K | 0.00% | −5,964−35.8% | Reduced |
| Handelsbanken Fonder AB | 10,723 | $415.0K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 10,482 | $409.3K | 0.01% | −487−4.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 10,564 | $408.9K | 0.00% | −10,989−51.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,559 | $408.7K | 0.00% | −126−1.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 10,246 | $396.6K | 0.00% | +10,246 | New |
| New Mexico Educational Retirement Board | 10,200 | $395.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,149 | $392.9K | 0.00% | +66+0.7% | Added |
| Engineers Gate Manager LP | 9,943 | $384.9K | 0.00% | −37,398−79.0% | Reduced |
| Oregon Public Employees Retirement Fund | 9,800 | $379.4K | 0.01% | +1,225+14.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,649 | $373.5K | 0.00% | +2,955+44.1% | Added |
| KLP Kapitalforvaltning AS | 9,600 | $371.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,550 | $369.7K | 0.00% | +9,227+2,856.7% | Added |
| Colony Group, LLC | 9,348 | $361.9K | 0.00% | +9,348 | New |
| Brevan Howard Capital Management LP | 9,151 | $354.2K | 0.00% | +9,151 | New |
| Intech Investment Management LLC | 8,902 | $344.6K | 0.00% | −5,865−39.7% | Reduced |
| State of Wyoming | 8,733 | $338.1K | 0.04% | +8,733 | New |
| HSBC Holdings PLC | 8,604 | $334.4K | 0.00% | −6,682−43.7% | Reduced |
| RSM US Wealth Management LLC | 8,354 | $323.4K | 0.00% | +638+8.3% | Added |
| Optimize Financial Inc | 8,190 | $317.0K | 0.16% | +8,190 | New |
| Counterpoint Mutual Funds LLC | 7,648 | $296.1K | 0.04% | +7,648 | New |
| The PNC Financial Services Group, Inc. | 7,419 | $287.2K | 0.00% | +1,254+20.3% | Added |
| Pictet Asset Management Holding SA | 7,328 | $283.7K | 0.00% | +1,072+17.1% | Added |
| Dynamic Technology Lab Private Ltd | 6,982 | $270.3K | 0.04% | +6,982 | New |
| Swiss Life Asset Management Ltd | 6,555 | $253.7K | 0.00% | +830+14.5% | Added |
| ProShare Advisors LLC | 6,495 | $251.4K | 0.00% | −2,836−30.4% | Reduced |
| Meeder Asset Management Inc | 6,294 | $243.6K | 0.01% | +6,294 | New |
| Maryland State Retirement & Pension System | 6,158 | $238.4K | 0.00% | +6,158 | New |
| Bank of Montreal | 6,009 | $232.6K | 0.00% | −3,956−39.7% | Reduced |
| JustInvest LLC | 6,004 | $232.4K | 0.00% | +651+12.2% | Added |
| New Age Alpha Advisors, LLC | 5,727 | $221.7K | 0.01% | −120−2.1% | Reduced |
| Merit Financial Group, LLC | 5,545 | $214.6K | 0.00% | +5,545 | New |
| Lido Advisors, LLC | 5,381 | $208.3K | 0.00% | −2,681−33.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,346 | $206.9K | 0.01% | −8,576−61.6% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 5,258 | $203.5K | 0.09% | 00.0% | Unchanged |
| Perpetual Ltd | 5,203 | $201.4K | 0.00% | +5,203 | New |
| Westpac Banking Corp | 4,894 | $189.4K | 0.01% | +4,894 | New |
| Public Employees Retirement Association of Colorado | 4,788 | $185.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,126 | $159.7K | 0.00% | −617−13.0% | Reduced |
| United Community Bank | 4,100 | $158.7K | 0.05% | +4,100 | New |
| Ameritas Investment Partners, Inc. | 3,383 | $131.0K | 0.00% | −7,826−69.8% | Reduced |
| Ensign Peak Advisors, Inc | 2,605 | $100.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,571 | $99.5K | 0.01% | +1,557+153.6% | Added |
| Nisa Investment Advisors, LLC | 1,912 | $74.0K | 0.00% | −1,733−47.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,783 | $69.0K | 0.01% | +1,449+433.8% | Added |
| GAMMA Investing LLC | 1,732 | $67.0K | 0.00% | +1,190+219.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $64.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,562 | $61.0K | 0.00% | −645−29.2% | Reduced |
| KBC Group NV | 1,542 | $60.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,480 | $57.3K | 0.00% | +820+124.2% | Added |
| EverSource Wealth Advisors, LLC | 1,414 | $54.7K | 0.00% | +748+112.3% | Added |
| Sterling Capital Management LLC | 1,381 | $53.5K | 0.00% | −1,021−42.5% | Reduced |
| MAI Capital Management | 1,326 | $51.3K | 0.00% | +750+130.2% | Added |
| Versant Capital Management, Inc | 1,306 | $50.6K | 0.00% | +951+267.9% | Added |
| Parkside Financial Bank & Trust | 1,252 | $48.5K | 0.00% | +1,168+1,390.5% | Added |
| Hantz Financial Services, Inc. | 1,212 | $47.0K | 0.00% | −96−7.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,003 | $38.8K | 0.00% | +252+33.6% | Added |
| Rockefeller Capital Management L.P. | 952 | $36.9K | 0.00% | +267+39.0% | Added |
| Umb Bank N A | 867 | $33.6K | 0.00% | +435+100.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 833 | $32.2K | 0.00% | +206+32.9% | Added |
| Allworth Financial LP | 813 | $31.5K | 0.00% | +397+95.4% | Added |
| Quadrant Capital Group LLC | 795 | $30.8K | 0.00% | −109−12.1% | Reduced |
| Jones Financial Companies LLLP | 766 | $28.8K | 0.00% | +480+167.8% | Added |
| Salomon & Ludwin, LLC | 715 | $27.9K | 0.00% | +715 | New |
| Matrix Trust Co | 509 | $20.0K | 0.00% | +509 | New |
| Bryn Mawr Trust Co | 500 | $19.4K | 0.00% | −2,000−80.0% | Reduced |
| IFP Advisors, Inc | 469 | $18.2K | 0.00% | +431+1,134.2% | Added |
| Nvest Wealth Strategies, Inc. | 466 | $18.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 454 | $17.6K | 0.00% | −936−67.3% | Reduced |
| Root Financial Partners, LLC | 369 | $14.3K | 0.00% | +340+1,172.4% | Added |
| Essential Partners LLC | 360 | $13.9K | 0.00% | −263−42.2% | Reduced |