Security Snapshot

Everforth Inc - Common Stock (EFOR) Institutional Ownership

CUSIP: 00191U102

13F Institutional Holders and Ownership History from Q1 2016 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

246

Shares (Excl. Options)

42,844,107

Price

$38.71

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,767,717
Value change
+$32,130,566
Number of holders
246
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
41,283,034
SEC-reported price per share
$17.88
Insider filing price
$17.88
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • EFOR - Everforth Inc - Common Stock is tracked under CUSIP 00191U102.
  • 246 institutions reported positions in Q1 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 274 to 246 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $1,960,321,397 to $1,658,153,556.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 246 institutions filings for Q1 2026.

Open SEC evidence

Security key

00191U102

Latest holder period

Q1 2026

13F holders

246

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
EFOR
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 16% $251,126,983 6,487,393 BlackRock, Inc. 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 8.1% $128,958,688 3,331,405 Vanguard Portfolio Management 31 Mar 2026
AQR CAPITAL MANAGEMENT LLC 6.1% $94,342,632 2,530,650 AQR Capital Management, LLC 31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC 5% $80,432,296 2,077,817 Vanguard Capital Management 31 Mar 2026
FMR LLC 4.1% -49% $84,826,168 -$81,480,401 1,791,471 -49% FMR LLC 30 Sep 2025

As of 31 Mar 2026, 246 institutional investors reported holding 42,844,107 shares of Everforth Inc - Common Stock (EFOR). This represents 104% of the company’s total 41,283,034 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
83%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 6,669,147 +19% 0% $258,162,680
VANGUARD PORTFOLIO MANAGEMENT LLC 8% 3,283,646 0% 0.01% $127,109,937
AQR CAPITAL MANAGEMENT LLC 6.1% 2,530,650 +174% 0.04% $97,961,462
DIMENSIONAL FUND ADVISORS LP 4.6% 1,895,123 +6.8% 0.02% $73,359,572
Invesco Ltd. 4.3% 1,793,718 +9.5% 0.01% $69,434,825
VANGUARD CAPITAL MANAGEMENT LLC 4.3% 1,756,568 0% 0% $67,996,747
STATE STREET CORP 4.2% 1,742,709 +5.4% 0% $67,460,265
REINHART PARTNERS, LLC. 4% 1,650,955 +37% 1.8% $63,908,917
GEODE CAPITAL MANAGEMENT, LLC 3.3% 1,371,264 +3.7% 0% $53,089,671
Pathstone Holdings, LLC 2.9% 1,202,233 +29% 0.19% $46,538,439
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 2.7% 1,102,397 -11% 0.07% $42,674,000
BAMCO INC /NY/ 2.6% 1,060,800 -19% 0.12% $41,063,568
GOLDMAN SACHS GROUP INC 2.2% 891,968 +40% 0% $34,528,082
SCHRODER INVESTMENT MANAGEMENT GROUP 2.2% 887,692 +22% 0.03% $33,945,342
MORGAN STANLEY 1.7% 696,426 +35% 0% $26,958,675
FMR LLC 1.7% 691,826 +10% 0% $26,780,576
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.7% 686,129 -3.5% 0.08% $26,560,054
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.4% 579,647 +18% 0% $22,438,135
D. E. Shaw & Co., Inc. 1.4% 577,850 -37% 0.02% $22,368,573
SYSTEMATIC FINANCIAL MANAGEMENT LP 1.3% 544,583 +12% 0.48% $21,080,855
AMERIPRISE FINANCIAL INC 1.3% 544,538 +18% 0% $21,079,066
Allianz Asset Management GmbH 1.2% 513,980 +39% 0.02% $19,896,166
Point72 Asset Management, L.P. 1.2% 504,645 0.03% $19,534,808
NORTHERN TRUST CORP 1.2% 481,878 -11% 0% $18,653,498
FIL Ltd 1.1% 466,000 +86% 0.01% $18,038,860

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
41
Latest
Q1 2026
Rows shown
1-25 of 41
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 42,844,107 $1,658,153,556 +$32,130,566 $38.71 246
2025 Q4 40,677,214 $1,960,321,397 -$121,318,633 $48.17 274
2025 Q3 42,019,156 $1,989,632,494 -$51,467,734 $47.35 290
2025 Q2 43,007,519 $2,147,411,493 +$22,773,023 $49.93 282
2025 Q1 42,319,985 $2,666,245,489 -$71,828,905 $63.02 299
2024 Q4 43,001,622 $3,584,154,814 +$17,014,488 $83.34 305
2024 Q3 42,374,336 $3,950,774,680 -$70,485,377 $93.23 290
2024 Q2 43,058,013 $3,796,446,866 -$50,879,506 $88.17 293
2024 Q1 43,515,377 $4,557,966,011 -$64,342,990 $104.76 274
2023 Q4 44,168,801 $4,247,052,857 -$69,485,148 $96.17 273
2023 Q3 44,998,181 $3,675,604,793 -$56,449,860 $81.68 257
2023 Q2 46,124,673 $3,490,440,487 -$10,174,840 $75.63 244
2023 Q1 46,377,848 $3,837,694,109 -$44,401,219 $82.67 271
2022 Q4 46,007,796 $3,750,540,260 -$67,597,366 $81.48 262
2022 Q3 47,873,098 $4,325,770,782 -$75,324,438 $90.37 269
2022 Q2 48,534,919 $4,379,273,456 +$5,825,356 $90.25 281
2022 Q1 48,589,980 $5,670,410,262 +$6,537,121 $116.71 271
2021 Q4 48,489,159 $5,982,465,270 -$210,089,074 $123.40 292
2021 Q3 49,650,264 $5,618,807,862 -$22,703,415 $113.14 243
2021 Q2 49,770,497 $4,823,746,195 -$59,649,103 $96.93 261
2021 Q1 50,523,347 $4,822,795,189 +$55,947,478 $95.44 274
2020 Q4 50,119,688 $4,186,300,571 +$47,202,622 $83.53 265
2020 Q3 49,728,071 $3,163,134,292 +$23,368,634 $63.56 265
2020 Q2 49,367,530 $3,291,379,676 +$74,071,405 $66.68 242
2020 Q1 48,151,691 $1,698,557,792 -$79,394,316 $35.32 235
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