Latest Period
Q2 2026
Security Snapshot
Everforth Inc - Common Stock (EFOR) Institutional Ownership
CUSIP: 00191U102
13F Institutional Holders and Ownership History from Q1 2016 to Q2 2026
Institutions Reporting
243
Shares (Excl. Options)
43,068,802
Price
$17.87
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- Security type / class
- Equity / Common Stock
- Symbol
- EFOR on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 43,068,802
- Total 13F value
- $769,989,379
- Portfolio coverage rank
- 0%
- Share change
- +188,222
- Value change
- -$90,592,466
- Number of holders
- 243
- Shares outstanding
- 41,283,034
- SEC-reported price per share
- $27.57
- Insider filing price
- $27.57
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- EFOR - Everforth Inc - Common Stock is tracked under CUSIP 00191U102.
- 243 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 248 to 243 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,670,173,795 to $769,989,379.
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
Open SEC evidence
Latest holder context comes from 243 institutions filings for Q2 2026.
Security key
00191U102
Latest holder period
Q2 2026
13F holders
243
13D/G owners
5
CIK / CUSIP context first
Open Q2 2026 holders
EFOR full holder history
Everforth Inc SEC filings
Everforth Inc company facts
Everforth Inc insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 00191U102:
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 30 Jun 2026, 243 institutional investors reported holding 43,068,802 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
81%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18% | 7,461,705 | +12% | 0% | $133,340,663 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8% | 3,289,850 | +0.19% | 0% | $58,789,620 |
| AQR CAPITAL MANAGEMENT LLC | 5.1% | 2,114,423 | -16% | 0.01% | $37,784,739 |
| D. E. Shaw & Co., Inc. | 4.7% | 1,923,057 | +233% | 0.02% | $34,365,029 |
| STATE STREET CORP | 4.5% | 1,845,006 | +5.9% | 0% | $32,970,257 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 1,770,787 | +0.81% | 0% | $31,643,964 |
| DIMENSIONAL FUND ADVISORS LP | 3.9% | 1,626,085 | -14% | 0.01% | $29,060,714 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.3% | 1,373,422 | +0.16% | 0% | $24,547,078 |
| Pathstone Holdings, LLC | 3.1% | 1,280,177 | +6.5% | 0.07% | $22,876,762 |
| GOLDMAN SACHS GROUP INC | 2.8% | 1,146,390 | +29% | 0% | $20,485,990 |
| BAMCO INC /NY/ | 2.2% | 910,800 | -14% | 0.02% | $16,275,996 |
| AMERIPRISE FINANCIAL INC | 2.2% | 896,710 | +65% | 0% | $16,024,204 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2% | 817,919 | +19% | 0.04% | $14,616,213 |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1.9% | 792,624 | 0.62% | $14,164,191 | |
| MORGAN STANLEY | 1.9% | 768,988 | +10% | 0% | $13,741,815 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.7% | 711,516 | +31% | 0.25% | $12,714,809 |
| Allianz Asset Management GmbH | 1.6% | 660,144 | +28% | 0.01% | $11,796,773 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.4% | 584,996 | 0.04% | $10,453,879 | |
| GLENMEDE TRUST CO NA | 1.3% | 555,440 | +165% | 0.04% | $9,925,711 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 538,930 | -7% | 0% | $9,630,679 |
| Point72 Asset Management, L.P. | 1.3% | 529,793 | +5% | 0.01% | $9,467,401 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 512,563 | +41% | 0% | $9,159,501 |
| PRUDENTIAL FINANCIAL INC | 1.2% | 502,827 | +50% | 0.01% | $8,985,519 |
| NORTHERN TRUST CORP | 1.2% | 489,856 | +1.7% | 0% | $8,753,725 |
| Invesco Ltd. | 1.1% | 460,838 | -74% | 0% | $8,235,176 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
42
Latest
Q2 2026
Rows shown
1-25 of 42
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 43,068,802 | $769,989,379 | -$90,592,466 | $17.87 | 243 |
| 2026 Q1 | 43,154,626 | $1,670,173,795 | +$46,383,736 | $38.71 | 248 |
| 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 |