Who Owns EVERFORTH INC (EFOR)? -- Institutional Holders (2026-06-30)
317 institutions reported holding $785.0M of EVERFORTH INC (EFOR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($133.3M), VANGUARD GROUP INC ($98.2M), AQR CAPITAL MANAGEMENT LLC ($37.8M), D. E. Shaw & Co., Inc. ($34.4M), STATE STREET CORP ($33.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $133.3M | 7.5M | Added |
| 2 | VANGUARD GROUP INC | $98.2M | 5.5M | Added |
| 3 | AQR CAPITAL MANAGEMENT LLC | $37.8M | 2.1M | Trimmed |
| 4 | D. E. Shaw & Co., Inc. | $34.4M | 1.9M | Added |
| 5 | STATE STREET CORP | $33.0M | 1.8M | Added |
| 6 | DIMENSIONAL FUND ADVISORS LP | $29.1M | 1.6M | Trimmed |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $24.5M | 1.4M | Added |
| 8 | Pathstone Holdings, LLC | $22.9M | 1.3M | Added |
| 9 | GOLDMAN SACHS GROUP INC | $20.5M | 1.1M | Added |
| 10 | BAMCO INC /NY/ | $16.3M | 910,800 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $16.0M | 896,710 | Added |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.6M | 817,919 | Added |
| 13 | NEW SOUTH CAPITAL MANAGEMENT INC | $14.2M | 792,624 | Trimmed |
| 14 | MORGAN STANLEY | $13.7M | 768,988 | Added |
| 15 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $12.7M | 711,516 | Added |
| 16 | Allianz Asset Management GmbH | $11.8M | 660,144 | Added |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | $10.5M | 584,996 | New |
| 18 | GLENMEDE TRUST CO NA | $9.9M | 555,440 | Added |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.6M | 538,930 | Trimmed |
| 20 | Sixth Street Partners Management Company, L.P. | $9.6M | 538,930 | New |
| 21 | Point72 Asset Management, L.P. | $9.5M | 529,793 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $9.2M | 512,563 | Added |
| 23 | PRUDENTIAL FINANCIAL INC | $9.0M | 502,827 | Added |
| 24 | NORTHERN TRUST CORP | $8.8M | 489,856 | Added |
| 25 | Invesco Ltd. | $8.2M | 460,838 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30