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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,990 | $62.0K | 0.00% | −215−9.8% | Reduced |
| Sit Investment Associates Inc | 1,800 | $56.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,720 | $54.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,545 | $48.4K | 0.00% | −52−3.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,467 | $46.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,111 | $34.8K | 0.01% | +140+14.4% | Added |
| GPS Wealth Strategies Group, LLC | 982 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 968 | $30.0K | 0.00% | +871+897.9% | Added |
| CWM, LLC | 910 | $29.0K | 0.00% | +664+269.9% | Added |
| Wipfli Financial Advisors LLC, | 875 | $27.0K | 0.00% | +875 | New |
| Altshuler Shaham Ltd | 802 | $26.0K | 0.00% | +31+4.0% | Added |
| Bellevue Group AG | 739 | $23.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 690 | $21.6K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 435 | $14.0K | 0.01% | 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 |
| First Horizon Advisors, Inc. | 394 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 393 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Trust Co NA | 257 | $8.00K | 0.00% | −120−31.8% | Reduced |
| 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 |
| 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 |
| 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 |
| STRS Ohio | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 64 | $2.51K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| IFP Advisors, Inc | 14 | – | – | +1+7.7% | Added |
| Jennison Associates LLC | 0 | $0 | 0.00% | −31,401−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −16,282−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −15,273−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −14,246−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −13,687−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,681−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −12,094−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −8,537−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −8,540−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,436−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,072−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −6,220−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,937−100.0% | Sold out |
| Tortoise Index Solutions, LLC | 0 | $0 | 0.00% | −2,839−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |