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, Q1 2022
Institutional positions in EVERTEC, Inc. as of Mar 31, 2022. 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
- 245
- −6 vs. Q4 2021
- Shares held
- 59.3M
- −463.3K (−0.8%) vs. Q4 2021
- Total value
- $2.43B
- −$557.3M (−18.7%) vs. Q4 2021
- New holders
- 31
- 94 more added
- Sold out
- 37
- 88 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 10 | $0 | 0.00% | −16−61.5% | Reduced |
| Schubert & Co | 12 | $0 | 0.00% | +2+20.0% | Added |
| Disciplined Investments, LLC | 11 | $0 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 23 | $1.00K | 0.00% | +6+35.3% | Added |
| Quadrant Capital Group LLC | 23 | $1.00K | 0.00% | −4−14.8% | Reduced |
| Glassman Wealth Services | 26 | $1.00K | 0.00% | +26 | New |
| Cordant, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| TD Waterhouse Canada Inc. | 26 | $1.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 56 | $2.00K | 0.00% | −18−24.3% | Reduced |
| Aua Capital Management, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 37 | $2.00K | 0.00% | −12−24.5% | Reduced |
| Clearstead Advisors, LLC | 59 | $2.00K | 0.00% | +59 | New |
| Johnson Financial Group, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Prospera Financial Services Inc | 39 | $2.00K | 0.00% | +39 | New |
| Rockefeller Capital Management L.P. | 60 | $2.00K | 0.00% | +60 | New |
| Global Retirement Partners, LLC | 57 | $2.00K | 0.00% | +57 | New |
| Tarbox Family Office, Inc. | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 83 | $3.00K | 0.00% | +77+1,283.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 80 | $3.00K | 0.00% | +80 | New |
| Aquatic Capital Management LLC | 100 | $4.00K | 0.01% | −3,000−96.8% | Reduced |
| Fifth Third Bancorp | 104 | $4.00K | 0.00% | −101−49.3% | Reduced |
| Bessemer Group Inc | 97 | $4.00K | 0.00% | +3+3.2% | Added |
| STRS Ohio | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 121 | $5.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 126 | $5.00K | 0.00% | +72+133.3% | Added |
| CIBC Private Wealth Group, LLC | 119 | $5.00K | 0.00% | +119 | New |
| Solstein Capital, LLC | 158 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 141 | $6.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 150 | $6.00K | 0.00% | +150 | New |
| CWM, LLC | 169 | $7.00K | 0.00% | +122+259.6% | Added |
| Institutional & Family Asset Management, LLC | 185 | $8.00K | 0.00% | +44+31.2% | Added |
| Signaturefd, LLC | 199 | $8.00K | 0.00% | +170+586.2% | Added |
| Meeder Asset Management Inc | 204 | $8.00K | 0.00% | +204 | New |
| Zions Bancorporation, N.A. | 203 | $8.00K | 0.00% | +203 | New |
| EverSource Wealth Advisors, LLC | 188 | $8.00K | 0.00% | +188 | New |
| Carolinas Wealth Consulting LLC | 393 | $16.0K | 0.00% | +112+39.9% | Added |
| Leonteq Securities AG | 403 | $16.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 416 | $17.0K | 0.00% | +111+36.4% | Added |
| Tilia Fiduciary Partners, Inc. | 435 | $18.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 510 | $21.0K | 0.00% | +510 | New |
| Parkside Financial Bank & Trust | 598 | $24.0K | 0.01% | −321−34.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 600 | $25.0K | 0.00% | +559+1,363.4% | Added |
| Bellevue Group AG | 739 | $30.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 812 | $33.0K | 0.00% | +99+13.9% | Added |
| Fortitude Advisory Group L.L.C. | 818 | $33.0K | 0.02% | +124+17.9% | Added |
| TD Private Client Wealth LLC | 916 | $37.5K | 0.00% | +916 | New |
| Altshuler Shaham Ltd | 918 | $38.0K | 0.00% | +55+6.4% | Added |
| Sutton Wealth Advisors Inc. | 1,007 | $41.2K | 0.01% | +45+4.7% | Added |
| State of Wyoming | 1,106 | $45.0K | 0.02% | −1,634−59.6% | Reduced |
| Koshinski Asset Management, Inc. | 1,269 | $51.9K | 0.00% | +11+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,303 | $53.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,332 | $54.0K | 0.00% | −11,691−89.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,467 | $60.0K | 0.01% | −378−20.5% | Reduced |
| American Portfolios Advisors | 1,565 | $64.1K | 0.00% | +21+1.4% | Added |
| US Bancorp | 1,585 | $65.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,800 | $74.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,870 | $77.0K | 0.00% | −90−4.6% | Reduced |
| Macquarie Group Ltd | 2,059 | $84.0K | 0.00% | −461,357−99.6% | Reduced |
| Tortoise Index Solutions, LLC | 2,727 | $112.0K | 0.02% | +338+14.1% | Added |
| Vestcor Inc | 2,937 | $120.0K | 0.00% | +2,937 | New |
| Globeflex Capital L P | 3,132 | $128.0K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 3,176 | $130.0K | 0.00% | +1,533+93.3% | Added |
| SG Americas Securities, LLC | 3,496 | $143.0K | 0.00% | −122,656−97.2% | Reduced |
| Penserra Capital Management LLC | 3,768 | $154.0K | 0.00% | +3,768 | New |
| Metropolitan Life Insurance Co | 3,797 | $155.4K | 0.01% | −11,570−75.3% | Reduced |
| Fieldpoint Private Securities, LLC | 3,822 | $156.0K | 0.03% | +34+0.9% | Added |
| Ameritas Investment Partners, Inc. | 4,750 | $194.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 4,882 | $200.0K | 0.00% | −329−6.3% | Reduced |
| Assetmark, Inc | 5,287 | $216.0K | 0.00% | +2,673+102.3% | Added |
| Eqis Capital Management, Inc. | 5,317 | $218.0K | 0.02% | −487−8.4% | Reduced |
| Wealth Alliance | 5,321 | $218.0K | 0.04% | −163−3.0% | Reduced |
| Marshall Financial Group LLC | 5,340 | $219.0K | 0.09% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,760 | $236.0K | 0.06% | +5,760 | New |
| LPL Financial LLC | 5,814 | $238.0K | 0.00% | +726+14.3% | Added |
| Profund Advisors LLC | 6,096 | $250.0K | 0.01% | +180+3.0% | Added |
| Crossmark Global Holdings, Inc. | 6,220 | $255.0K | 0.01% | +80+1.3% | Added |
| Bayesian Capital Management, LP | 7,282 | $298.0K | 0.04% | +7,282 | New |
| Public Employees Retirement Association of Colorado | 7,337 | $300.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,604 | $311.0K | 0.00% | −17,765−70.0% | Reduced |
| Lazard Asset Management LLC | 7,634 | $312.0K | 0.00% | −1,012−11.7% | Reduced |
| Voya Financial Advisors, Inc. | 7,732 | $321.0K | 0.04% | +1,446+23.0% | Added |
| Susquehanna International Group, LLP | 7,957 | $326.0K | 0.00% | +1,249+18.6% | Added |
| Shell Asset Management Co | 8,054 | $330.0K | 0.01% | −1,191−12.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,249 | $338.0K | 0.02% | +821+11.1% | Added |
| Meritage Portfolio Management | 8,300 | $340.0K | 0.02% | +844+11.3% | Added |
| Mutual of America Capital Management LLC | 8,608 | $352.0K | 0.00% | +447+5.5% | Added |
| Dynamic Technology Lab Private Ltd | 8,720 | $357.0K | 0.04% | +8,720 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,775 | $359.0K | 0.00% | −1,905−17.8% | Reduced |
| NinePointTwo Capital | 8,961 | $366.0K | 0.10% | +8,961 | New |
| Smith Group Asset Management, LLC | 9,141 | $374.0K | 0.02% | −6,562−41.8% | Reduced |
| Ellsworth Advisors, LLC | 9,798 | $402.0K | 0.14% | +9,798 | New |
| Vident Investment Advisory, LLC | 10,040 | $411.0K | 0.01% | +444+4.6% | Added |
| Janney Montgomery Scott LLC | 10,419 | $426.0K | 0.00% | +1,316+14.5% | Added |
| Nicolet Bankshares Inc | 10,690 | $438.0K | 0.09% | −70−0.7% | Reduced |
| Holocene Advisors, LP | 10,796 | $442.0K | 0.00% | −4,992−31.6% | Reduced |
| Everence Capital Management Inc | 10,810 | $442.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 10,835 | $443.0K | 0.01% | −4,818−30.8% | Reduced |