- Type / Class
- Equity / Common Stock
- Shares outstanding
- 41,283,034
- Total 13F shares
- 44,168,801
- Share change
- -801,588
- Total reported value
- $4,247,052,857
- Put/Call ratio
- 136%
- Price per share
- $96.17
- Number of holders
- 273
- Value change
- -$69,485,148
- Number of buys
- 110
- Number of sells
- 142
Quarterly Holders Quick Answers
What is CUSIP 00191U102?
CUSIP 00191U102 identifies EFOR - Everforth Inc - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 00191U102:
Top shareholders of EFOR - Everforth Inc - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
14%
|
5,637,726
|
$460,489,461 | — | 30 Sep 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
4,813,641
|
$393,178,197 | — | 30 Sep 2023 | |
| FMR LLC |
13F
|
Company |
9.5%
|
3,937,665
|
$321,628,485 | — | 30 Sep 2023 | |
| BAMCO INC /NY/ |
13F
|
Company |
5.4%
|
2,210,162
|
$180,526,032 | — | 30 Sep 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.1%
|
1,710,457
|
$139,712,462 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
4.1%
|
1,695,257
|
$138,468,592 | — | 30 Sep 2023 | |
| Invesco Ltd. |
13F
|
Company |
3.3%
|
1,378,595
|
$112,603,639 | — | 30 Sep 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
3.3%
|
1,355,152
|
$110,689,000 | — | 30 Sep 2023 | |
| Boston Partners |
13F
|
Company |
3.3%
|
1,348,907
|
$110,284,222 | — | 30 Sep 2023 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
3%
|
1,254,952
|
$102,505,000 | — | 30 Sep 2023 | |
| FIL Ltd |
13F
|
Company |
2.7%
|
1,121,306
|
$91,588,274 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
1,006,121
|
$82,190,234 | — | 30 Sep 2023 | |
| PATHSTONE FAMILY OFFICE, LLC |
13F
|
Company |
2.2%
|
919,155
|
$75,076,581 | — | 30 Sep 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
2.1%
|
872,210
|
$71,242,113 | — | 30 Sep 2023 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
2%
|
839,676
|
$68,584,736 | — | 30 Sep 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.8%
|
755,676
|
$61,723,616 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.5%
|
623,055
|
$50,891,132 | — | 30 Sep 2023 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
1.5%
|
618,905
|
$50,552,150 | — | 30 Sep 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
548,538
|
$44,804,584 | — | 30 Sep 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.2%
|
506,154
|
$41,342,659 | — | 30 Sep 2023 | |
| NORGES BANK |
13F
|
Company |
1.2%
|
504,973
|
$41,246,195 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
495,937
|
$40,508,155 | — | 30 Sep 2023 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
1.2%
|
490,853
|
$40,092,837 | — | 30 Sep 2023 | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
13F
|
Company |
1.1%
|
455,592
|
$37,212,000 | — | 30 Sep 2023 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.1%
|
452,228
|
$36,937,983 | — | 30 Sep 2023 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
0.94%
|
386,588
|
$31,577,000 | — | 30 Sep 2023 | |
| Pictet Asset Management Holding SA |
13F
|
Company |
0.91%
|
376,394
|
$30,743,862 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.87%
|
360,148
|
$29,416,887 | — | 30 Sep 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.82%
|
336,563
|
$27,490,465 | — | 30 Sep 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.79%
|
327,481
|
$26,748,648 | — | 30 Sep 2023 | |
| NEW SOUTH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.78%
|
321,820
|
$26,286,258 | — | 30 Sep 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.61%
|
250,765
|
$20,482,487 | — | 30 Sep 2023 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
0.6%
|
248,714
|
$20,314,960 | — | 30 Sep 2023 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
13F
|
Company |
0.59%
|
241,698
|
$19,741,920 | — | 30 Sep 2023 | |
| Laurus Global Equity Management Inc. |
13F
|
Company |
0.39%
|
160,461
|
$17,666,059 | — | 30 Sep 2023 | |
| Incline Global Management LLC |
13F
|
Company |
0.52%
|
215,681
|
$17,616,824 | — | 30 Sep 2023 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.49%
|
200,276
|
$16,358,544 | — | 30 Sep 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.48%
|
197,955
|
$16,168,969 | — | 30 Sep 2023 | |
| PEREGRINE CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.47%
|
194,086
|
$15,852,944 | — | 30 Sep 2023 | |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
13F
|
Company |
0.46%
|
191,680
|
$15,656,422 | — | 30 Sep 2023 | |
| Grantham, Mayo, Van Otterloo & Co. LLC |
13F
|
Company |
0.46%
|
189,206
|
$15,454,346 | — | 30 Sep 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.45%
|
185,797
|
$15,175,869 | — | 30 Sep 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.44%
|
181,320
|
$14,810,218 | — | 30 Sep 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.44%
|
180,592
|
$14,750,755 | — | 30 Sep 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.41%
|
169,577
|
$13,852,000 | — | 30 Sep 2023 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.38%
|
157,634
|
$12,876,000 | — | 30 Sep 2023 | |
| GLENMEDE TRUST CO NA |
13F
|
Company |
0.34%
|
140,493
|
$11,475,467 | — | 30 Sep 2023 | |
| Retirement Systems of Alabama |
13F
|
Company |
0.34%
|
140,118
|
$11,444,838 | — | 30 Sep 2023 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.33%
|
137,165
|
$11,204,000 | — | 30 Sep 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.33%
|
134,230
|
$10,963,906 | — | 30 Sep 2023 |
Institutional Holders of Everforth Inc - Common Stock (EFOR) as of Q4 2023
As of 31 Dec 2023,
Everforth Inc - Common Stock (EFOR) was held by
273 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
44,168,801 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, FMR LLC, BAMCO INC /NY/, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, Invesco Ltd., MACQUARIE GROUP LTD, FIL Ltd, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
273
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
257
Q4 2023 holders
273
Holder diff
16
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.