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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 1,921 | $96.0K | 0.00% | +359+23.0% | Added |
| Harbor Investment Advisory, LLC | 1,845 | $92.0K | 0.01% | −443−19.4% | Reduced |
| Sit Investment Associates Inc | 1,800 | $90.0K | 0.00% | +1,800 | New |
| Nisa Investment Advisors, LLC | 1,960 | $86.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,643 | $82.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,585 | $79.0K | 0.00% | −33−2.0% | Reduced |
| American Portfolios Advisors | 1,544 | $77.2K | 0.00% | +1,544 | New |
| GPS Wealth Strategies Group, LLC | 1,303 | $65.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,258 | $62.9K | 0.01% | +1,258 | New |
| Sutton Wealth Advisors Inc. | 962 | $48.1K | 0.02% | +14+1.5% | Added |
| Parkside Financial Bank & Trust | 919 | $46.0K | 0.01% | −71−7.2% | Reduced |
| Altshuler Shaham Ltd | 863 | $43.0K | 0.00% | +56+6.9% | Added |
| Bellevue Group AG | 739 | $37.0K | 0.00% | +739 | New |
| Captrust Financial Advisors | 713 | $36.0K | 0.00% | +372+109.1% | Added |
| Fortitude Advisory Group L.L.C. | 694 | $35.0K | 0.02% | +694 | New |
| Snowden Capital Advisors LLC | 606 | $30.0K | 0.00% | +606 | New |
| Signet Financial Management, LLC | 555 | $28.0K | 0.00% | +555 | New |
| 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 |
| Leonteq Securities AG | 403 | $20.1K | 0.00% | −50−11.0% | Reduced |
| Vigilant Capital Management, LLC | 402 | $20.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 305 | $15.0K | 0.00% | +305 | New |
| 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 |
| NEXT Financial Group, Inc | 224 | $11.0K | 0.00% | +212+1,766.7% | Added |
| Fifth Third Bancorp | 205 | $10.0K | 0.00% | +27+15.2% | Added |
| Solstein Capital, LLC | 158 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 154 | $8.00K | 0.00% | +30+24.2% | Added |
| 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 |
| Private Capital Group, LLC | 121 | $6.00K | 0.00% | +121 | New |
| Bessemer Group Inc | 94 | $5.00K | 0.00% | +94 | 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 |
| 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 |
| Stephens Consulting, LLC | 59 | $2.95K | 0.00% | +59 | 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 |
| TD Waterhouse Canada Inc. | 26 | $1.31K | 0.00% | +26 | 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 |
| 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 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −290,530−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −120,564−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −45,778−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,524−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −28,412−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −16,381−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −13,917−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −8,317−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,501−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −5,404−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,239−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |