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, Q3 2022
Institutional positions in EVERTEC, Inc. as of Sep 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
- 250
- +13 vs. Q2 2022
- Shares held
- 64.3M
- +5.50M (+9.3%) vs. Q2 2022
- Total value
- $2.02B
- −$165.8M (−7.6%) vs. Q2 2022
- New holders
- 38
- 108 more added
- Sold out
- 25
- 69 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | −137−97.9% | Reduced |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | −55−90.2% | Reduced |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | −2−22.2% | Reduced |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | New |
| Covestor Ltd | 4 | $0 | 0.00% | +4 | New |
| Proequities, Inc. | 28 | $1.00K | 0.00% | −20−41.7% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $1.00K | 0.00% | −41−69.5% | Reduced |
| Howe & Rusling Inc | 25 | $1.00K | 0.00% | −5−16.7% | Reduced |
| Quadrant Capital Group LLC | 34 | $1.00K | 0.00% | +11+47.8% | Added |
| Aua Capital Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $1.00K | 0.00% | −6−27.3% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $1.00K | 0.00% | +43 | New |
| Federated Hermes, Inc. | 58 | $2.00K | 0.00% | −569−90.7% | Reduced |
| Signaturefd, LLC | 53 | $2.00K | 0.00% | −201−79.1% | Reduced |
| Fifth Third Bancorp | 61 | $2.00K | 0.00% | −67−52.3% | Reduced |
| FourThought Financial, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $2.00K | 0.00% | +14+37.8% | Added |
| Global Retirement Partners, LLC | 44 | $2.00K | 0.00% | +44 | New |
| TD Waterhouse Canada Inc. | 64 | $2.51K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 118 | $4.00K | 0.00% | −12−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 133 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 158 | $5.00K | 0.00% | +4+2.6% | Added |
| Solstein Capital, LLC | 158 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 175 | $5.00K | 0.00% | +27+18.2% | Added |
| AlphaMark Advisors, LLC | 152 | $5.00K | 0.00% | +152 | New |
| National Bank of Canada | 198 | $6.00K | 0.00% | −94−32.2% | Reduced |
| Institutional & Family Asset Management, LLC | 185 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 257 | $8.00K | 0.00% | −120−31.8% | Reduced |
| Parkside Financial Bank & Trust | 285 | $9.00K | 0.00% | −406−58.8% | Reduced |
| Ronald Blue Trust, Inc. | 253 | $9.00K | 0.00% | −3−1.2% | Reduced |
| First Horizon Advisors, Inc. | 394 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 393 | $12.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 416 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 426 | $13.0K | 0.00% | +327+330.3% | Added |
| Tilia Fiduciary Partners, Inc. | 435 | $14.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 690 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bellevue Group AG | 739 | $23.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 802 | $26.0K | 0.00% | +31+4.0% | Added |
| Wipfli Financial Advisors LLC, | 875 | $27.0K | 0.00% | +875 | New |
| CWM, LLC | 910 | $29.0K | 0.00% | +664+269.9% | Added |
| Bessemer Group Inc | 968 | $30.0K | 0.00% | +871+897.9% | Added |
| GPS Wealth Strategies Group, LLC | 982 | $31.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,111 | $34.8K | 0.01% | +140+14.4% | Added |
| Harbor Investment Advisory, LLC | 1,467 | $46.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,545 | $48.4K | 0.00% | −52−3.3% | Reduced |
| US Bancorp | 1,720 | $54.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,800 | $56.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,990 | $62.0K | 0.00% | −215−9.8% | Reduced |
| Macquarie Group Ltd | 1,402 | $65.0K | 0.00% | −657−31.9% | Reduced |
| FMR LLC | 2,495 | $78.0K | 0.00% | +648+35.1% | Added |
| State of Wyoming | 2,761 | $87.0K | 0.04% | +1,789+184.1% | Added |
| Nisa Investment Advisors, LLC | 2,491 | $89.0K | 0.00% | +41+1.7% | Added |
| Simplex Trading, LLC | 2,901 | $90.0K | 0.00% | +2,901 | New |
| Globeflex Capital L P | 3,132 | $98.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,300 | $103.0K | 0.01% | +3,300 | New |
| TD Ameritrade Investment Management, LLC | 3,809 | $119.0K | 0.00% | −404−9.6% | Reduced |
| Metropolitan Life Insurance Co | 3,797 | $119.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,406 | $138.0K | 0.01% | +4,406 | New |
| Ameritas Investment Partners, Inc. | 4,907 | $153.0K | 0.01% | +399+8.9% | Added |
| KBC Group NV | 5,023 | $157.0K | 0.00% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $157.0K | 0.02% | +5,000 | New |
| Tower Research Capital LLC (TRC) | 6,591 | $207.0K | 0.00% | +4,687+246.2% | Added |
| PDT Partners, LLC | 6,871 | $215.0K | 0.03% | +6,871 | New |
| Prospector Partners LLC | 7,000 | $219.0K | 0.03% | +7,000 | New |
| Engineers Gate Manager LP | 7,030 | $220.0K | 0.01% | −5,242−42.7% | Reduced |
| Voya Financial Advisors, Inc. | 7,110 | $227.0K | 0.03% | −240−3.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $230.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,409 | $232.0K | 0.01% | +29+0.4% | Added |
| Virginia Retirement Systems Et Al | 7,600 | $238.3K | 0.00% | +7,600 | New |
| Caxton Associates LP | 7,713 | $242.0K | 0.04% | +7,713 | New |
| Lazard Asset Management LLC | 7,920 | $248.0K | 0.00% | −10,279−56.5% | Reduced |
| Bailard, Inc. | 7,900 | $248.0K | 0.01% | +7,900 | New |
| Shell Asset Management Co | 8,393 | $263.0K | 0.01% | −2,205−20.8% | Reduced |
| Meritage Portfolio Management | 8,405 | $263.0K | 0.02% | +681+8.8% | Added |
| ProShare Advisors LLC | 8,695 | $273.0K | 0.00% | +239+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,738 | $274.0K | 0.00% | +1,378+18.7% | Added |
| Pearl River Capital, LLC | 8,762 | $275.0K | 0.05% | +1,011+13.0% | Added |
| Vident Investment Advisory, LLC | 8,868 | $277.0K | 0.01% | −971−9.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,836 | $277.0K | 0.03% | +8,836 | New |
| Cantor Fitzgerald, L. P. | 9,077 | $285.0K | 0.01% | −64−0.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,111 | $286.0K | 0.07% | +9,111 | New |
| D. E. Shaw & Co., Inc. | 9,392 | $294.0K | 0.00% | +9,392 | New |
| Bridgefront Capital, LLC | 9,447 | $296.0K | 0.30% | +9,447 | New |
| Guggenheim Capital LLC | 9,638 | $302.0K | 0.00% | −2,119−18.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,725 | $304.0K | 0.00% | +222+2.3% | Added |
| Fort, L.P. | 9,714 | $305.0K | 0.38% | −5,241−35.0% | Reduced |
| Virtu Financial LLC | 9,896 | $310.0K | 0.03% | +9,896 | New |
| Janney Montgomery Scott LLC | 10,220 | $320.0K | 0.00% | +1,146+12.6% | Added |
| Advisor Group Holdings, Inc. | 10,542 | $330.0K | 0.00% | −125−1.2% | Reduced |
| Blair William & Co | 10,726 | $336.0K | 0.00% | +3,442+47.3% | Added |
| Oppenheimer Asset Management Inc. | 10,741 | $337.0K | 0.01% | −288−2.6% | Reduced |
| Nicolet Bankshares Inc | 10,785 | $338.0K | 0.10% | +95+0.9% | Added |
| Everence Capital Management Inc | 10,810 | $339.0K | 0.03% | 00.0% | Unchanged |
| Amundi | 10,308 | $340.0K | 0.00% | +10,308 | New |
| Handelsbanken Fonder AB | 11,200 | $351.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 11,695 | $367.0K | 0.00% | +2,523+27.5% | Added |
| Paragon Private Wealth Management, LLC | 11,308 | $388.0K | 0.38% | −1,519−11.8% | Reduced |
| HSBC Holdings PLC | 12,537 | $394.0K | 0.00% | −3,306−20.9% | Reduced |
| Russell Investments Group, Ltd. | 12,642 | $395.0K | 0.00% | 00.0% | Unchanged |