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, Q2 2022
Institutional positions in EVERTEC, Inc. as of Jun 30, 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
- 239
- +1 vs. Q1 2022
- Shares held
- 58.8M
- −176.7K (−0.3%) vs. Q1 2022
- Total value
- $2.18B
- −$233.3M (−9.7%) vs. Q1 2022
- New holders
- 32
- 83 more added
- Sold out
- 31
- 84 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 9 | $0 | 0.00% | −2−18.2% | Reduced |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Fieldpoint Private Securities, LLC | 30 | $1.00K | 0.00% | −3,792−99.2% | Reduced |
| Howe & Rusling Inc | 30 | $1.00K | 0.00% | −7−18.9% | Reduced |
| Aua Capital Management, LLC | 35 | $1.00K | 0.00% | −22−38.6% | Reduced |
| Quadrant Capital Group LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $1.00K | 0.00% | +10+83.3% | Added |
| Massmutual Trust Co FSB | 37 | $1.00K | 0.00% | +37 | New |
| Versant Capital Management, Inc | 61 | $2.00K | 0.00% | −22−26.5% | Reduced |
| Proequities, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $2.00K | 0.00% | +36+156.5% | Added |
| TD Waterhouse Canada Inc. | 64 | $2.71K | 0.00% | +38+146.2% | Added |
| STRS Ohio | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 99 | $3.00K | 0.00% | +39+65.0% | Added |
| Bell Investment Advisors, Inc | 87 | $3.00K | 0.00% | +87 | New |
| CIBC Private Wealth Group, LLC | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 95 | $4.00K | 0.00% | +95 | New |
| Steward Partners Investment Advisory, LLC | 133 | $5.00K | 0.00% | −377−73.9% | Reduced |
| Zions Bancorporation, N.A. | 149 | $5.00K | 0.00% | −54−26.6% | Reduced |
| EverSource Wealth Advisors, LLC | 130 | $5.00K | 0.00% | −58−30.9% | Reduced |
| Private Capital Group, LLC | 121 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 128 | $5.00K | 0.00% | +24+23.1% | Added |
| SRS Capital Advisors, Inc. | 148 | $5.00K | 0.00% | +92+164.3% | Added |
| TCI Wealth Advisors, Inc. | 140 | $5.00K | 0.00% | +140 | New |
| Meeder Asset Management Inc | 154 | $6.00K | 0.00% | −50−24.5% | Reduced |
| Solstein Capital, LLC | 158 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 185 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 254 | $9.00K | 0.00% | +55+27.6% | Added |
| CWM, LLC | 246 | $9.00K | 0.00% | +77+45.6% | Added |
| Ronald Blue Trust, Inc. | 256 | $10.0K | 0.00% | +256 | New |
| National Bank of Canada | 292 | $11.0K | 0.00% | +166+131.7% | Added |
| Carolinas Wealth Consulting LLC | 393 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 377 | $14.0K | 0.00% | +377 | New |
| Washington Trust Advisors, Inc. | 416 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 394 | $15.0K | 0.00% | +384+3,840.0% | Added |
| Tilia Fiduciary Partners, Inc. | 435 | $16.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 486 | $17.9K | 0.00% | +486 | New |
| Bartlett & Co. LLC | 486 | $18.0K | 0.00% | +486 | New |
| Federated Hermes, Inc. | 627 | $23.0K | 0.00% | −32,837−98.1% | Reduced |
| Walleye Trading LLC | 668 | $25.0K | 0.00% | +668 | New |
| TD Private Client Wealth LLC | 690 | $25.4K | 0.00% | −226−24.7% | Reduced |
| Parkside Financial Bank & Trust | 691 | $26.0K | 0.01% | +93+15.6% | Added |
| Bellevue Group AG | 739 | $27.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 771 | $28.0K | 0.00% | −147−16.0% | Reduced |
| Captrust Financial Advisors | 885 | $33.0K | 0.00% | +73+9.0% | Added |
| Sutton Wealth Advisors Inc. | 971 | $35.8K | 0.01% | −36−3.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 982 | $36.0K | 0.01% | −321−24.6% | Reduced |
| State of Wyoming | 972 | $36.0K | 0.02% | −134−12.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,467 | $54.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,597 | $58.9K | 0.00% | +32+2.0% | Added |
| US Bancorp | 1,720 | $63.0K | 0.00% | +135+8.5% | Added |
| Sit Investment Associates Inc | 1,800 | $66.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,847 | $68.0K | 0.00% | −1,329−41.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,904 | $70.0K | 0.00% | +572+42.9% | Added |
| Macquarie Group Ltd | 2,059 | $76.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,205 | $81.0K | 0.00% | −1,563−41.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,450 | $90.0K | 0.00% | +580+31.0% | Added |
| Tortoise Index Solutions, LLC | 2,839 | $105.0K | 0.02% | +112+4.1% | Added |
| Vestcor Inc | 2,937 | $108.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,132 | $116.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,797 | $140.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 4,213 | $155.0K | 0.00% | −669−13.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,508 | $166.0K | 0.01% | −242−5.1% | Reduced |
| Point72 Hong Kong Ltd | 4,618 | $170.0K | 0.01% | +4,618 | New |
| KBC Group NV | 5,023 | $185.0K | 0.00% | +5,023 | New |
| Crossmark Global Holdings, Inc. | 6,220 | $229.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 6,700 | $247.0K | 0.05% | +1,379+25.9% | Added |
| MQS Management LLC | 7,072 | $261.0K | 0.18% | +7,072 | New |
| Voya Financial Advisors, Inc. | 7,350 | $268.0K | 0.03% | −382−4.9% | Reduced |
| Blair William & Co | 7,284 | $269.0K | 0.00% | +7,284 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,360 | $271.0K | 0.00% | −1,415−16.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $271.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,380 | $272.0K | 0.02% | −869−10.5% | Reduced |
| Gsa Capital Partners LLP | 7,436 | $274.0K | 0.04% | −22,169−74.9% | Reduced |
| ExodusPoint Capital Management, LP | 7,576 | $279.0K | 0.00% | +7,576 | New |
| Meritage Portfolio Management | 7,724 | $285.0K | 0.02% | −576−6.9% | Reduced |
| Pearl River Capital, LLC | 7,751 | $286.0K | 0.07% | +1,991+34.6% | Added |
| ProShare Advisors LLC | 8,456 | $312.0K | 0.00% | −4,984−37.1% | Reduced |
| Quantbot Technologies LP | 8,518 | $314.0K | 0.03% | +8,518 | New |
| Lido Advisors, LLC | 8,540 | $314.0K | 0.01% | +8,540 | New |
| Gyon Technologies Capital Management, LP | 8,537 | $315.0K | 0.09% | +8,537 | New |
| Janney Montgomery Scott LLC | 9,074 | $335.0K | 0.00% | −1,345−12.9% | Reduced |
| Cantor Fitzgerald, L. P. | 9,141 | $337.0K | 0.01% | +9,141 | New |
| Assetmark, Inc | 9,172 | $338.0K | 0.00% | +3,885+73.5% | Added |
| Allspring Global Investments Holdings, LLC | 9,503 | $350.0K | 0.00% | −37,360−79.7% | Reduced |
| Vident Investment Advisory, LLC | 9,839 | $363.0K | 0.01% | −201−2.0% | Reduced |
| Mutual of America Capital Management LLC | 9,973 | $368.0K | 0.00% | +1,365+15.9% | Added |
| Teacher Retirement System of Texas | 10,057 | $371.0K | 0.00% | −2,544−20.2% | Reduced |
| Shell Asset Management Co | 10,598 | $391.0K | 0.01% | +2,544+31.6% | Added |
| Nicolet Bankshares Inc | 10,690 | $394.0K | 0.10% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,667 | $395.0K | 0.00% | −398−3.6% | Reduced |
| Everence Capital Management Inc | 10,810 | $399.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 11,029 | $407.0K | 0.01% | +194+1.8% | Added |
| Handelsbanken Fonder AB | 11,200 | $413.0K | 0.00% | −2,700−19.4% | Reduced |
| Guggenheim Capital LLC | 11,757 | $434.0K | 0.00% | −8,257−41.3% | Reduced |
| Janus Henderson Group PLC | 12,026 | $443.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 12,094 | $446.0K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,272 | $453.0K | 0.02% | +12,272 | New |