EVERTEC, Inc.
EVTC- Exchange
- NYSE
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001559865
In the last 90 days, EVERTEC, Inc. insiders filed 0 open-market purchases and 6 sales; 254 institutions reported holding it in 13F filings for Q2 2026, worth $1.69B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in EVERTEC, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 254
- +23 vs. Q3 2021
- Shares held
- 59.8M
- +930.7K (+1.6%) vs. Q3 2021
- Total value
- $2.99B
- +$295.1M (+11.0%) vs. Q3 2021
- New holders
- 47
- 94 more added
- Sold out
- 24
- 80 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 254 | $1.69B |
| Q1 2026 | 262 | $1.75B |
| Q4 2025 | 268 | $1.79B |
| Q3 2025 | 270 | $2.14B |
| Q2 2025 | 266 | $2.31B |
| Q1 2025 | 253 | $2.34B |
| Q4 2024 | 247 | $2.25B |
| Q3 2024 | 248 | $2.19B |
| Q2 2024 | 244 | $2.15B |
| Q1 2024 | 259 | $2.63B |
| Q4 2023 | 264 | $2.66B |
| Q3 2023 | 254 | $2.38B |
| Q2 2023 | 236 | $2.32B |
| Q1 2023 | 249 | $2.13B |
| Q4 2022 | 250 | $2.05B |
| Q3 2022 | 250 | $2.02B |
| Q2 2022 | 239 | $2.18B |
| Q1 2022 | 245 | $2.43B |
| Q4 2021 | 254 | $2.99B |
| Q3 2021 | 233 | $2.69B |
| Q2 2021 | 226 | $2.54B |
| Q1 2021 | 217 | $2.16B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $0 | 0.00% | +10 | New |
| Quadrant Capital Group LLC | 27 | $1.00K | 0.00% | −8−22.9% | Reduced |
| First Horizon Advisors, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 15 | $1.00K | 0.00% | +15 | New |
| Signaturefd, LLC | 29 | $1.00K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Spire Wealth Management | 21 | $1.00K | 0.00% | +21 | New |
| TD Waterhouse Canada Inc. | 26 | $1.31K | 0.00% | +26 | New |
| Northwestern Mutual Wealth Management Co | 41 | $2.00K | 0.00% | −201−83.1% | Reduced |
| Howe & Rusling Inc | 49 | $2.00K | 0.00% | −11−18.3% | Reduced |
| Proequities, Inc. | 48 | $2.00K | 0.00% | +48 | New |
| CWM, LLC | 47 | $2.00K | 0.00% | +47 | New |
| Stephens Consulting, LLC | 59 | $2.95K | 0.00% | +59 | New |
| Aua Capital Management, LLC | 57 | $3.00K | 0.00% | +4+7.5% | Added |
| National Bank of Canada | 54 | $3.00K | 0.00% | +54 | New |
| FourThought Financial, LLC | 54 | $3.00K | 0.00% | +54 | New |
| STRS Ohio | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 94 | $5.00K | 0.00% | +94 | New |
| Private Capital Group, LLC | 121 | $6.00K | 0.00% | +121 | New |
| Jones Financial Companies LLLP | 141 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 141 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 154 | $8.00K | 0.00% | +30+24.2% | Added |
| Fifth Third Bancorp | 205 | $10.0K | 0.00% | +27+15.2% | Added |
| NEXT Financial Group, Inc | 224 | $11.0K | 0.00% | +212+1,766.7% | Added |
| Carolinas Wealth Consulting LLC | 281 | $14.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 300 | $14.0K | 0.01% | +300 | New |
| Washington Trust Advisors, Inc. | 305 | $15.0K | 0.00% | +305 | New |
| Vigilant Capital Management, LLC | 402 | $20.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 403 | $20.1K | 0.00% | −50−11.0% | Reduced |
| Dark Forest Capital Management LP | 435 | $22.0K | 0.01% | −365−45.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 435 | $22.0K | 0.02% | +435 | New |
| Signet Financial Management, LLC | 555 | $28.0K | 0.00% | +555 | New |
| Snowden Capital Advisors LLC | 606 | $30.0K | 0.00% | +606 | New |
| Fortitude Advisory Group L.L.C. | 694 | $35.0K | 0.02% | +694 | New |
| Captrust Financial Advisors | 713 | $36.0K | 0.00% | +372+109.1% | Added |
| Bellevue Group AG | 739 | $37.0K | 0.00% | +739 | New |
| Altshuler Shaham Ltd | 863 | $43.0K | 0.00% | +56+6.9% | Added |
| Parkside Financial Bank & Trust | 919 | $46.0K | 0.01% | −71−7.2% | Reduced |
| Sutton Wealth Advisors Inc. | 962 | $48.1K | 0.02% | +14+1.5% | Added |
| Koshinski Asset Management, Inc. | 1,258 | $62.9K | 0.01% | +1,258 | New |
| GPS Wealth Strategies Group, LLC | 1,303 | $65.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,544 | $77.2K | 0.00% | +1,544 | New |
| US Bancorp | 1,585 | $79.0K | 0.00% | −33−2.0% | Reduced |
| FMR LLC | 1,643 | $82.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,960 | $86.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,800 | $90.0K | 0.00% | +1,800 | New |
| Harbor Investment Advisory, LLC | 1,845 | $92.0K | 0.01% | −443−19.4% | Reduced |
| Eaton Vance Management | 1,921 | $96.0K | 0.00% | +359+23.0% | Added |
| Tortoise Index Solutions, LLC | 2,389 | $119.0K | 0.03% | +10.0% | Added |
| Assetmark, Inc | 2,614 | $131.0K | 0.00% | +2,614 | New |
| State of Wyoming | 2,740 | $137.0K | 0.06% | +1,105+67.6% | Added |
| Aquatic Capital Management LLC | 3,100 | $155.0K | 0.30% | +3,100 | New |
| Globeflex Capital L P | 3,132 | $157.0K | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,788 | $189.0K | 0.04% | +3,698+4,108.9% | Added |
| Cedar Brook Financial Partners, LLC | 4,174 | $209.0K | 0.05% | +4,174 | New |
| Spears Abacus Advisors LLC | 4,288 | $214.0K | 0.01% | −3,499−44.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,750 | $237.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,761 | $238.0K | 0.01% | −20.0% | Reduced |
| Verition Fund Management LLC | 4,895 | $245.0K | 0.00% | +4,895 | New |
| JB Capital LLC | 4,965 | $248.2K | 0.02% | +4,965 | New |
| LPL Financial LLC | 5,088 | $254.0K | 0.00% | +584+13.0% | Added |
| TD Ameritrade Investment Management, LLC | 5,211 | $260.0K | 0.00% | +5,211 | New |
| Tudor Investment Corp Et Al | 5,239 | $262.0K | 0.01% | +5,239 | New |
| Russell Investments Group, Ltd. | 5,300 | $264.0K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 5,340 | $267.0K | 0.10% | +5,340 | New |
| Wealth Alliance | 5,484 | $274.0K | 0.06% | −72−1.3% | Reduced |
| Eqis Capital Management, Inc. | 5,804 | $290.0K | 0.02% | +123+2.2% | Added |
| Profund Advisors LLC | 5,916 | $296.0K | 0.01% | +112+1.9% | Added |
| Fox Run Management, L.L.C. | 6,021 | $301.0K | 0.18% | +6,021 | New |
| Crossmark Global Holdings, Inc. | 6,140 | $307.0K | 0.01% | −3,380−35.5% | Reduced |
| Voya Financial Advisors, Inc. | 6,286 | $315.0K | 0.04% | +65+1.0% | Added |
| Susquehanna International Group, LLP | 6,708 | $335.0K | 0.00% | −9,565−58.8% | Reduced |
| Baader Bank INC | 7,000 | $350.0K | 0.03% | +7,000 | New |
| Millennium Management LLC | 7,047 | $352.0K | 0.00% | −42,978−85.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,282 | $364.0K | 0.01% | −8,264−53.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $367.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,428 | $371.0K | 0.02% | +7,428 | New |
| Meritage Portfolio Management | 7,456 | $373.0K | 0.02% | +625+9.1% | Added |
| Lido Advisors, LLC | 7,556 | $377.0K | 0.01% | +2,786+58.4% | Added |
| Voloridge Investment Management, LLC | 8,014 | $401.0K | 0.00% | +8,014 | New |
| Alps Advisors Inc | 8,052 | $402.0K | 0.00% | +102+1.3% | Added |
| Mutual of America Capital Management LLC | 8,161 | $408.0K | 0.00% | +195+2.4% | Added |
| Lazard Asset Management LLC | 8,646 | $432.0K | 0.00% | +7,135+472.2% | Added |
| Janney Montgomery Scott LLC | 9,103 | $455.0K | 0.00% | +9,103 | New |
| Shell Asset Management Co | 9,245 | $462.0K | 0.01% | +44+0.5% | Added |
| 6 Meridian | 9,324 | $466.0K | 0.03% | +86+0.9% | Added |
| Vident Investment Advisory, LLC | 9,596 | $479.0K | 0.01% | +2,396+33.3% | Added |
| Raffles Associates LP | 10,000 | $500.0K | 0.48% | 00.0% | Unchanged |
| First Hawaiian Bank | 10,040 | $502.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,680 | $534.0K | 0.00% | +3,640+51.7% | Added |
| Nicolet Bankshares Inc | 10,760 | $538.0K | 0.12% | −375−3.4% | Reduced |
| Everence Capital Management Inc | 10,810 | $540.0K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,849 | $541.0K | 0.00% | +3,034+38.8% | Added |
| Advisor Group Holdings, Inc. | 10,873 | $543.0K | 0.00% | +4,163+62.0% | Added |