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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.

Institutional holdersQ2 2022: 239 institutions
Q1 2021: 217 institutionsQ2 2021: 226 institutionsQ3 2021: 233 institutionsQ4 2021: 254 institutionsQ1 2022: 245 institutionsQ2 2022: 239 institutionsQ3 2022: 250 institutionsQ4 2022: 250 institutionsQ1 2023: 249 institutionsQ2 2023: 236 institutionsQ3 2023: 254 institutionsQ4 2023: 264 institutionsQ1 2024: 259 institutionsQ2 2024: 244 institutionsQ3 2024: 248 institutionsQ4 2024: 247 institutionsQ1 2025: 253 institutionsQ2 2025: 266 institutionsQ3 2025: 270 institutionsQ4 2025: 268 institutionsQ1 2026: 262 institutionsQ2 2026: 254 institutions
Value heldQ2 2022: $2.18B
Q1 2021: $2.16BQ2 2021: $2.54BQ3 2021: $2.69BQ4 2021: $2.99BQ1 2022: $2.43BQ2 2022: $2.18BQ3 2022: $2.02BQ4 2022: $2.05BQ1 2023: $2.13BQ2 2023: $2.32BQ3 2023: $2.38BQ4 2023: $2.66BQ1 2024: $2.63BQ2 2024: $2.15BQ3 2024: $2.19BQ4 2024: $2.25BQ1 2025: $2.34BQ2 2025: $2.31BQ3 2025: $2.14BQ4 2025: $1.79BQ1 2026: $1.75BQ2 2026: $1.69B
Institutions holding EVTC and their total value by quarter
QuarterHoldersValue
Q2 2026254$1.69B
Q1 2026262$1.75B
Q4 2025268$1.79B
Q3 2025270$2.14B
Q2 2025266$2.31B
Q1 2025253$2.34B
Q4 2024247$2.25B
Q3 2024248$2.19B
Q2 2024244$2.15B
Q1 2024259$2.63B
Q4 2023264$2.66B
Q3 2023254$2.38B
Q2 2023236$2.32B
Q1 2023249$2.13B
Q4 2022250$2.05B
Q3 2022250$2.02B
Q2 2022239$2.18B
Q1 2022245$2.43B
Q4 2021254$2.99B
Q3 2021233$2.69B
Q2 2021226$2.54B
Q1 2021217$2.16B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2022.

Institutions holding EVTC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tilia Fiduciary Partners, Inc.435$16.0K0.02%00.0%Unchanged
Washington Trust Advisors, Inc.416$15.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.394$15.0K0.00%+384+3,840.0%Added
Carolinas Wealth Consulting LLC393$14.0K0.00%00.0%Unchanged
Private Trust Co NA377$14.0K0.00%+377New
National Bank of Canada292$11.0K0.00%+166+131.7%Added
Ronald Blue Trust, Inc.256$10.0K0.00%+256New
Signaturefd, LLC254$9.00K0.00%+55+27.6%Added
CWM, LLC246$9.00K0.00%+77+45.6%Added
Institutional & Family Asset Management, LLC185$7.00K0.00%00.0%Unchanged
Meeder Asset Management Inc154$6.00K0.00%−50−24.5%Reduced
Solstein Capital, LLC158$6.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC133$5.00K0.00%−377−73.9%Reduced
Zions Bancorporation, N.A.149$5.00K0.00%−54−26.6%Reduced
EverSource Wealth Advisors, LLC130$5.00K0.00%−58−30.9%Reduced
Private Capital Group, LLC121$5.00K0.00%00.0%Unchanged
Fifth Third Bancorp128$5.00K0.00%+24+23.1%Added
SRS Capital Advisors, Inc.148$5.00K0.00%+92+164.3%Added
TCI Wealth Advisors, Inc.140$5.00K0.00%+140New
CIBC Private Wealth Group, LLC119$4.00K0.00%00.0%Unchanged
Bessemer Group Inc97$4.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC95$4.00K0.00%+95New
STRS Ohio100$3.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.99$3.00K0.00%+39+65.0%Added
Bell Investment Advisors, Inc87$3.00K0.00%+87New
TD Waterhouse Canada Inc.64$2.71K0.00%+38+146.2%Added
Versant Capital Management, Inc61$2.00K0.00%−22−26.5%Reduced
Proequities, Inc.48$2.00K0.00%00.0%Unchanged
FourThought Financial, LLC54$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC59$2.00K0.00%+36+156.5%Added
Fieldpoint Private Securities, LLC30$1.00K0.00%−3,792−99.2%Reduced
Howe & Rusling Inc30$1.00K0.00%−7−18.9%Reduced
Aua Capital Management, LLC35$1.00K0.00%−22−38.6%Reduced
Quadrant Capital Group LLC23$1.00K0.00%00.0%Unchanged
Schubert & Co22$1.00K0.00%+10+83.3%Added
Massmutual Trust Co FSB37$1.00K0.00%+37New
Disciplined Investments, LLC9$00.00%−2−18.2%Reduced
Steward Financial Group LLC4$00.00%+4New
IFP Advisors, Inc13––00.0%Unchanged
Capital International Sarl0$00.00%−113,740−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−29,990−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−24,358−100.0%Sold out
Ci Investments Inc.0$00.00%−15,845−100.0%Sold out
Squarepoint Ops LLC0$00.00%−12,495−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−10,948−100.0%Sold out
Ellsworth Advisors, LLC0$00.00%−9,798−100.0%Sold out
NinePointTwo Capital0$00.00%−8,961−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−8,720−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−7,957−100.0%Sold out
Citadel Advisors LLC0$00.00%−7,604−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−7,282−100.0%Sold out
Profund Advisors LLC0$00.00%−6,096−100.0%Sold out
LPL Financial LLC0$00.00%−5,814−100.0%Sold out
Marshall Financial Group LLC0$00.00%−5,340−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−5,317−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−1,269−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−818−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−600−100.0%Sold out
Leonteq Securities AG0$00.00%−403−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−141−100.0%Sold out
Group One Trading, L.P.0$00.00%−150−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−100−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−80−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−78−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−59−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−50−100.0%Sold out
Prospera Financial Services Inc0$00.00%−39−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−57−100.0%Sold out
Glassman Wealth Services0$00.00%−26−100.0%Sold out
Cordant, Inc.0$00.00%−20−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Mendon Capital Advisors Corp––––Not filed
Amalgamated Financial Corp.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Smith Group Asset Management, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed