Everforth EFOR Institutional Ownership

NYSE EFOR
$33.00 +0.10 (+0.30%)
As of: Sep 30, 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%
▲+2.92 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
$1.44Bn
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) is held by 248 institutional investors per 13F filings through June 2026.

Form 13F Holdings

248 Institutional Holders

Report period 30 Jun, 2026
Total shares held 43.73Mn
Of outstanding 106.66%
Download Data
# 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