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 |
|---|---|---|---|---|---|
| Willis Investment Counsel | 40,311 | $1.26M | 0.09% | −26,036−39.2% | Reduced |
| LSV Asset Management | 39,900 | $1.25M | 0.00% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 39,725 | $1.25M | 0.39% | +715+1.8% | Added |
| Davenport & Co LLC | 38,827 | $1.22M | 0.01% | −21−0.1% | Reduced |
| First Republic Investment Management, Inc. | 35,602 | $1.12M | 0.00% | −6,670−15.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 35,000 | $1.10M | 0.85% | 00.0% | Unchanged |
| American International Group, Inc. | 34,528 | $1.08M | 0.01% | +2,015+6.2% | Added |
| MetLife Investment Management | 32,586 | $1.02M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 32,104 | $1.01M | 0.01% | +22,047+219.2% | Added |
| Amalgamated Bank | 31,546 | $989.0K | 0.01% | +2,865+10.0% | Added |
| Louisiana State Employees Retirement System | 31,500 | $988.0K | 0.03% | +2,800+9.8% | Added |
| The PNC Financial Services Group, Inc. | 30,621 | $960.0K | 0.00% | −4,600−13.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,079 | $942.0K | 0.08% | +3,484+13.1% | Added |
| HighTower Advisors, LLC | 29,619 | $925.0K | 0.00% | −31−0.1% | Reduced |
| HRT Financial LP | 29,383 | $921.0K | 0.01% | +13,466+84.6% | Added |
| Susquehanna International Group, LLP | 27,955 | $876.0K | 0.00% | +27,955 | New |
| Martingale Asset Management L P | 27,732 | $870.0K | 0.02% | +7,607+37.8% | Added |
| ExodusPoint Capital Management, LP | 27,311 | $856.0K | 0.01% | +19,735+260.5% | Added |
| Maryland State Retirement & Pension System | 26,871 | $842.0K | 0.07% | +2,808+11.7% | Added |
| AQR Capital Management LLC | 25,647 | $804.0K | 0.00% | +10,522+69.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,598 | $802.0K | 0.00% | +7,650+42.6% | Added |
| Bokf, NA | 25,389 | $796.0K | 0.02% | −10.0% | Reduced |
| Barclays PLC | 24,266 | $761.0K | 0.00% | −2,324−8.7% | Reduced |
| Jump Financial, LLC | 24,074 | $755.0K | 0.03% | +24,074 | New |
| JLB & Associates Inc | 23,571 | $738.0K | 0.13% | +2,355+11.1% | Added |
| Ensign Peak Advisors, Inc | 23,090 | $724.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 22,523 | $706.1K | 0.00% | −467−2.0% | Reduced |
| Oregon Public Employees Retirement Fund | 21,506 | $674.0K | 0.01% | +2,044+10.5% | Added |
| SG Americas Securities, LLC | 20,668 | $648.0K | 0.01% | −11,089−34.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 19,833 | $622.0K | 0.00% | +19,833 | New |
| Cubist Systematic Strategies, LLC | 19,643 | $616.0K | 0.00% | −4,849−19.8% | Reduced |
| Trexquant Investment LP | 19,133 | $600.0K | 0.02% | +19,133 | New |
| Skandinaviska Enskilda Banken AB (publ) | 19,100 | $599.0K | 0.00% | −400−2.1% | Reduced |
| Quantbot Technologies LP | 18,929 | $593.0K | 0.04% | +10,411+122.2% | Added |
| GWM Advisors LLC | 18,116 | $568.0K | 0.01% | +18,116 | New |
| Teachers Retirement System of the State of Kentucky | 18,092 | $567.0K | 0.01% | +18,092 | New |
| Sawtooth Solutions, LLC | 17,881 | $561.0K | 0.08% | +1,892+11.8% | Added |
| Snowden Capital Advisors LLC | 17,475 | $547.0K | 0.02% | +105+0.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $532.0K | 0.23% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,526 | $518.0K | 0.01% | −91−0.5% | Reduced |
| MML Investors Services, LLC | 16,182 | $507.0K | 0.00% | +192+1.2% | Added |
| Prudential Financial Inc | 15,095 | $482.0K | 0.00% | +280+1.9% | Added |
| Squarepoint Ops LLC | 14,631 | $459.0K | 0.00% | +14,631 | New |
| Westwood Holdings Group Inc. | 14,054 | $440.0K | 0.01% | +14,054 | New |
| Fox Run Management, L.L.C. | 13,910 | $436.0K | 0.17% | +13,910 | New |
| AdvisorShares Investments LLC | 13,750 | $431.0K | 0.12% | +13,750 | New |
| TD Asset Management Inc | 12,897 | $412.0K | 0.00% | −781−5.7% | Reduced |
| Mutual of America Capital Management LLC | 13,125 | $411.0K | 0.01% | +3,152+31.6% | Added |
| Aigen Investment Management, LP | 12,797 | $401.0K | 0.06% | +12,797 | New |
| Russell Investments Group, Ltd. | 12,642 | $395.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,537 | $394.0K | 0.00% | −3,306−20.9% | Reduced |
| Paragon Private Wealth Management, LLC | 11,308 | $388.0K | 0.38% | −1,519−11.8% | Reduced |
| Assetmark, Inc | 11,695 | $367.0K | 0.00% | +2,523+27.5% | Added |
| Handelsbanken Fonder AB | 11,200 | $351.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 10,308 | $340.0K | 0.00% | +10,308 | New |
| Everence Capital Management Inc | 10,810 | $339.0K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 10,785 | $338.0K | 0.10% | +95+0.9% | Added |
| Oppenheimer Asset Management Inc. | 10,741 | $337.0K | 0.01% | −288−2.6% | Reduced |
| Blair William & Co | 10,726 | $336.0K | 0.00% | +3,442+47.3% | Added |
| Advisor Group Holdings, Inc. | 10,542 | $330.0K | 0.00% | −125−1.2% | Reduced |
| Janney Montgomery Scott LLC | 10,220 | $320.0K | 0.00% | +1,146+12.6% | Added |
| Virtu Financial LLC | 9,896 | $310.0K | 0.03% | +9,896 | New |
| Fort, L.P. | 9,714 | $305.0K | 0.38% | −5,241−35.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,725 | $304.0K | 0.00% | +222+2.3% | Added |
| Guggenheim Capital LLC | 9,638 | $302.0K | 0.00% | −2,119−18.0% | Reduced |
| Bridgefront Capital, LLC | 9,447 | $296.0K | 0.30% | +9,447 | New |
| D. E. Shaw & Co., Inc. | 9,392 | $294.0K | 0.00% | +9,392 | New |
| Campbell & CO Investment Adviser LLC | 9,111 | $286.0K | 0.07% | +9,111 | New |
| Cantor Fitzgerald, L. P. | 9,077 | $285.0K | 0.01% | −64−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,836 | $277.0K | 0.03% | +8,836 | New |
| Vident Investment Advisory, LLC | 8,868 | $277.0K | 0.01% | −971−9.9% | Reduced |
| Pearl River Capital, LLC | 8,762 | $275.0K | 0.05% | +1,011+13.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,738 | $274.0K | 0.00% | +1,378+18.7% | Added |
| ProShare Advisors LLC | 8,695 | $273.0K | 0.00% | +239+2.8% | Added |
| 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 |
| 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 |
| Caxton Associates LP | 7,713 | $242.0K | 0.04% | +7,713 | New |
| Virginia Retirement Systems Et Al | 7,600 | $238.3K | 0.00% | +7,600 | New |
| Vestmark Advisory Solutions, Inc. | 7,409 | $232.0K | 0.01% | +29+0.4% | Added |
| Public Employees Retirement Association of Colorado | 7,337 | $230.0K | 0.00% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 7,110 | $227.0K | 0.03% | −240−3.3% | Reduced |
| Engineers Gate Manager LP | 7,030 | $220.0K | 0.01% | −5,242−42.7% | Reduced |
| Prospector Partners LLC | 7,000 | $219.0K | 0.03% | +7,000 | New |
| PDT Partners, LLC | 6,871 | $215.0K | 0.03% | +6,871 | New |
| Tower Research Capital LLC (TRC) | 6,591 | $207.0K | 0.00% | +4,687+246.2% | 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 |
| Ameritas Investment Partners, Inc. | 4,907 | $153.0K | 0.01% | +399+8.9% | Added |
| Whittier Trust Co of Nevada Inc | 4,406 | $138.0K | 0.01% | +4,406 | New |
| Metropolitan Life Insurance Co | 3,797 | $119.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 3,809 | $119.0K | 0.00% | −404−9.6% | Reduced |
| Aquatic Capital Management LLC | 3,300 | $103.0K | 0.01% | +3,300 | New |
| Globeflex Capital L P | 3,132 | $98.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,901 | $90.0K | 0.00% | +2,901 | New |
| Nisa Investment Advisors, LLC | 2,491 | $89.0K | 0.00% | +41+1.7% | Added |
| State of Wyoming | 2,761 | $87.0K | 0.04% | +1,789+184.1% | Added |
| FMR LLC | 2,495 | $78.0K | 0.00% | +648+35.1% | Added |
| Macquarie Group Ltd | 1,402 | $65.0K | 0.00% | −657−31.9% | Reduced |