Everforth EFOR Institutional Ownership

NYSE EFOR

$30.57 -0.35 (-1.13%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

248 Institutions

Increased 151 60.9%

Unchanged 33 13.3%

Reduced 64 25.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

106.66%

▲+2.87 pp QoQ

Shares Held by Institutions

43.73Mn

of 41.00Mn outstanding

▲+14.58% QoQ

Shares Outstanding

41.00Mn

-2.73Mn held outside 13F filers

Institutional Investors

248

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+5.57Mn

accumulated since last quarter

Value of Holdings

$1.42Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Everforth Inc (NYSE:EFOR) has 248 institutional investors that have filed 13F reports for the period ending June 2026.

They owned 106.7% of outstanding stock in June 2026, up from 103.8% the prior quarter.
Their total shares held in EFOR increased 14.58% quarter over quarter, and separately, investors owning Everforth decreased 12.98% from a year ago.
Of these 248 holders, 151 added to their stakes in Everforth, 64 trimmed positions, and 33 made no changes.
The aggregate institutional position in Everforth amounted to 43.73Mn shares as of June 2026, up by 5.57Mn shares quarter on quarter, and up 815.77K shares year over year.
BlackRock, Inc. leads ownership in EFOR with 7.46Mn shares as of June 30, 2026, equal to 18.2% of outstanding shares.
The biggest buyers of Everforth for the quarter ending June 2026 included D. E. Shaw & Co., Inc. (1.35Mn), NEW SOUTH CAPITAL MANAGEMENT INC (792.62K), BlackRock, Inc. (792.56K), JACOBS LEVY EQUITY MANAGEMENT, INC (585.0K), Sixth Street Partners Management Company, L.P. (538.93K).
Top sellers of EFOR stock for the quarter ending June 2026 included Invesco Ltd. (1.33Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.07Mn), FMR LLC (649.44K), AQR CAPITAL MANAGEMENT LLC (416.23K), DIMENSIONAL FUND ADVISORS LP (269.04K).
Everforth's 10 largest shareholders as of June 2026 include BlackRock, Inc. (7.46Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.29Mn), AQR CAPITAL MANAGEMENT LLC (2.11Mn), D. E. Shaw & Co., Inc. (1.92Mn), State Street Corp (1.85Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.77Mn), DIMENSIONAL FUND ADVISORS LP (1.63Mn), GEODE CAPITAL MANAGEMENT, LLC (1.37Mn), Pathstone Holdings, LLC (1.28Mn), Goldman Sachs Group Inc (1.15Mn) per Business Quant data.

Form 13F Holdings

248 Institutional Holders

Report period 30 Jun, 2026

Total shares held 43.73Mn

Of outstanding 106.66%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	7,461,705	18.20%	▲792,558	+11.88%	$133.34Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,289,850	8.02%	▲6,204	+0.19%	$58.79Mn
3	AQR CAPITAL MANAGEMENT LLC	0001167557	2,114,423	5.16%	▼416,227	-16.45%	$37.78Mn
4	D. E. Shaw & Co., Inc.	0001009207	1,923,057	4.69%	▲1,345,207	+232.80%	$34.37Mn
5	State Street Corp	0000093751	1,845,006	4.50%	▲102,297	+5.87%	$32.97Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,770,787	4.32%	▲14,219	+0.81%	$31.64Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	1,626,085	3.97%	▼269,038	-14.20%	$29.06Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,373,422	3.35%	▲2,158	+0.16%	$24.55Mn
9	Pathstone Holdings, LLC	0002011612	1,280,177	3.12%	▲77,944	+6.48%	$22.88Mn
10	Goldman Sachs Group Inc	0000886982	1,146,390	2.80%	▲254,422	+28.52%	$20.49Mn
11	BAMCO INC /NY/	0001017918	910,800	2.22%	▼150,000	-14.14%	$16.28Mn
12	Ameriprise Financial Inc	0000820027	896,710	2.19%	▲352,172	+64.67%	$16.02Mn
13	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	817,919	1.99%	▲131,790	+19.21%	$14.62Mn
14	NEW SOUTH CAPITAL MANAGEMENT INC	0001044797	792,624	1.93%	▲792,624	0.00%	$14.16Mn
15	Morgan Stanley	0000895421	768,988	1.88%	▲72,562	+10.42%	$13.74Mn
16	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	711,516	1.74%	▲166,933	+30.65%	$12.71Mn
17	Allianz Asset Management GmbH	0001535323	660,144	1.61%	▲146,164	+28.44%	$11.80Mn
18	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	584,996	1.43%	▲584,996	0.00%	$10.45Mn
19	GLENMEDE TRUST CO NA	0000314949	555,440	1.35%	▲345,632	+164.74%	$9.93Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	538,930	1.31%	▼40,717	-7.02%	$9.63Mn

Showing 1 to 20 of 248 holders