Everpure, Inc.
P- Exchange
- NYSE
- Industry
- Computer Storage Devices
- SEC CIK
- 0001474432
In the last 90 days, Everpure, Inc. insiders filed 0 open-market purchases and 15 sales; 816 institutions reported holding it in 13F filings for Q2 2026, worth $21.7B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Everpure, Inc. as of Dec 31, 2023. 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
- 474
- +11 vs. Q3 2023
- Shares held
- 262.9M
- +1.76M (+0.7%) vs. Q3 2023
- Total value
- $9.38B
- +$72.4M (+0.8%) vs. Q3 2023
- New holders
- 79
- 176 more added
- Sold out
- 68
- 144 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting P 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 | 816 | $21.7B |
| Q1 2026 | 768 | $16.0B |
| Q4 2025 | 790 | $18.7B |
| Q3 2025 | 773 | $23.0B |
| Q2 2025 | 694 | $16.1B |
| Q1 2025 | 648 | $12.3B |
| Q4 2024 | 663 | $16.8B |
| Q3 2024 | 618 | $13.5B |
| Q2 2024 | 653 | $17.6B |
| Q1 2024 | 557 | $14.2B |
| Q4 2023 | 474 | $9.38B |
| Q3 2023 | 468 | $9.32B |
| Q2 2023 | 443 | $9.49B |
| Q1 2023 | 409 | $6.50B |
| Q4 2022 | 436 | $7.17B |
| Q3 2022 | 395 | $7.04B |
| Q2 2022 | 388 | $6.36B |
| Q1 2022 | 391 | $8.66B |
| Q4 2021 | 368 | $7.78B |
| Q3 2021 | 313 | $5.93B |
| Q2 2021 | 290 | $4.59B |
| Q1 2021 | 293 | $5.13B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Everpure, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LM Advisors LLC | 790 | $28.2K | 0.01% | +790 | New |
| DecisionPoint Financial, LLC | 750 | $26.7K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 699 | $24.9K | 0.02% | +699 | New |
| Private Trust Co NA | 672 | $24.0K | 0.00% | +92+15.9% | Added |
| AdvisorNet Financial, Inc | 660 | $23.5K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 582 | $20.8K | 0.00% | +582 | New |
| Altshuler Shaham Ltd | 576 | $20.5K | 0.00% | −3−0.5% | Reduced |
| Lowe Wealth Advisors, LLC | 575 | $20.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 554 | $19.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $17.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 473 | $16.9K | 0.00% | −24−4.8% | Reduced |
| Ci Investments Inc. | 443 | $16.0K | 0.00% | −354−44.4% | Reduced |
| Smithfield Trust Co | 459 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 412 | $15.0K | 0.00% | +275+200.7% | Added |
| Ronald Blue Trust, Inc. | 425 | $15.0K | 0.00% | +282+197.2% | Added |
| Quadrant Capital Group LLC | 399 | $14.2K | 0.00% | −84−17.4% | Reduced |
| Covestor Ltd | 395 | $14.0K | 0.01% | −361−47.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 389 | $14.0K | 0.00% | +125+47.3% | Added |
| Allworth Financial LP | 379 | $13.5K | 0.00% | +67+21.5% | Added |
| Indiana Trust & Investment Management CO | 375 | $13.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 312 | $12.5K | 0.00% | +312 | New |
| CVA Family Office, LLC | 310 | $11.1K | 0.00% | +310 | New |
| Tradition Wealth Management, LLC | 308 | $11.0K | 0.00% | +8+2.7% | Added |
| Armstrong Advisory Group, Inc | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 255 | $9.09K | 0.00% | −28−9.9% | Reduced |
| ORG Partners LLC | 250 | $8.91K | 0.00% | +200+400.0% | Added |
| REAP Financial Group, LLC | 215 | $7.67K | 0.00% | +215 | New |
| Huntington National Bank | 213 | $7.60K | 0.00% | +81+61.4% | Added |
| TD Waterhouse Canada Inc. | 150 | $7.37K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 200 | $7.13K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $7.00K | 0.00% | +200 | New |
| Birchbrook, Inc. | 170 | $6.06K | 0.00% | +170 | New |
| Asset Dedication, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 166 | $5.92K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 160 | $5.71K | 0.00% | +28+21.2% | Added |
| Glassman Wealth Services | 155 | $5.53K | 0.00% | +30+24.0% | Added |
| PSI Advisors, LLC | 150 | $5.35K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 150 | $5.35K | 0.00% | +150 | New |
| MCF Advisors LLC | 140 | $4.99K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 115 | $4.10K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $3.57K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $3.57K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $3.57K | 0.00% | +100 | New |
| Caitlin John, LLC | 100 | $3.57K | 0.00% | +100 | New |
| First Manhattan Co | 100 | $3.56K | 0.00% | +100 | New |
| Rakuten Securities, Inc. | 95 | $3.39K | 0.00% | +95 | New |
| Federation des caisses Desjardins du Quebec | 90 | $3.21K | 0.00% | +90 | New |
| Beaird Harris Wealth Management, LLC | 85 | $3.03K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 85 | $3.03K | 0.00% | −600−87.6% | Reduced |
| Versant Capital Management, Inc | 85 | $3.03K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $2.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 67 | $2.39K | 0.00% | +67 | New |
| Lee Financial Co | 62 | $2.21K | 0.00% | +62 | New |
| Farther Finance Advisors, LLC | 59 | $2.10K | 0.00% | +55+1,375.0% | Added |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 54 | $1.93K | 0.00% | −51−48.6% | Reduced |
| Castleview Partners, LLC | 54 | $1.93K | 0.00% | +54 | New |
| Rosenberg Matthew Hamilton | 52 | $1.85K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 46 | $1.64K | 0.00% | +46 | New |
| RFP Financial Group LLC | 39 | $1.39K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $1.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $1.14K | 0.00% | +2+6.7% | Added |
| First Pacific Financial | 31 | $1.11K | 0.00% | +31 | New |
| Avion Wealth | 15 | $1.00K | 0.00% | +1+7.1% | Added |
| Able Wealth Management LLC | 19 | $678 | 0.00% | +19 | New |
| Berkshire Capital Holdings Inc | 10 | $357 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $357 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $286 | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 8 | $285 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 6 | $214 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $143 | 0.00% | −2−33.3% | Reduced |
| IFP Advisors, Inc | 3 | $107 | 0.00% | −1,565−99.8% | Reduced |
| True Wealth Design, LLC | 3 | $107 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,096,301−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −440,935−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −193,117−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −186,031−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −183,700−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −173,259−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −159,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −137,935−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −84,989−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −84,418−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −80,030−100.0% | Sold out |
| Selkirk Management LLC | 0 | $0 | 0.00% | −64,000−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −54,176−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −53,383−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −41,937−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −38,329−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −38,116−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −34,318−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −33,402−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −31,919−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −30,011−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −29,321−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −19,881−100.0% | Sold out |