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, Q4 2022
Institutional positions in EVERTEC, Inc. as of Dec 31, 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
- +3 vs. Q3 2022
- Shares held
- 63.3M
- −1.02M (−1.6%) vs. Q3 2022
- Total value
- $2.05B
- +$32.0M (+1.6%) vs. Q3 2022
- New holders
- 33
- 87 more added
- Sold out
- 30
- 94 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 8 | $259 | 0.00% | +1+14.3% | Added |
| SJS Investment Consulting Inc. | 11 | $356 | 0.00% | +4+57.1% | Added |
| AdvisorNet Financial, Inc | 14 | $453 | 0.00% | +14 | New |
| Schubert & Co | 22 | $712 | 0.00% | +6+37.5% | Added |
| Proequities, Inc. | 28 | $906 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $907 | 0.00% | −90−76.3% | Reduced |
| Concord Wealth Partners | 28 | $907 | 0.00% | +28 | New |
| Sofos Investments, Inc. | 32 | $911 | 0.01% | +32 | New |
| Lazard Asset Management LLC | 36 | $1.00K | 0.00% | −7,884−99.5% | Reduced |
| Jones Financial Companies LLLP | 28 | $1.00K | 0.00% | +28 | New |
| Quadrant Capital Group LLC | 34 | $1.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.13K | 0.00% | +17+94.4% | Added |
| Aua Capital Management, LLC | 35 | $1.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 44 | $1.43K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 47 | $1.52K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 48 | $1.55K | 0.00% | +5+11.6% | Added |
| STRS Ohio | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 108 | $3.50K | 0.00% | −90−45.5% | Reduced |
| Fifth Third Bancorp | 127 | $4.11K | 0.00% | +66+108.2% | Added |
| TCI Wealth Advisors, Inc. | 156 | $5.05K | 0.00% | +153+5,100.0% | Added |
| Solstein Capital, LLC | 158 | $5.12K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 161 | $5.22K | 0.00% | +161 | New |
| Institutional & Family Asset Management, LLC | 172 | $5.57K | 0.00% | −13−7.0% | Reduced |
| SRS Capital Advisors, Inc. | 175 | $5.67K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 302 | $9.00K | 0.00% | −6,289−95.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 336 | $10.9K | 0.00% | +336 | New |
| Private Trust Co NA | 345 | $11.0K | 0.00% | +88+34.2% | Added |
| CWM, LLC | 375 | $12.0K | 0.00% | −535−58.8% | Reduced |
| Y.D. More Investments Ltd | 1,338 | $12.2K | 0.00% | +1,338 | New |
| First Horizon Advisors, Inc. | 394 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 426 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 407 | $13.2K | 0.00% | +14+3.6% | Added |
| Parkside Financial Bank & Trust | 458 | $14.8K | 0.00% | +173+60.7% | Added |
| Versant Capital Management, Inc | 513 | $16.6K | 0.01% | +507+8,450.0% | Added |
| Ronald Blue Trust, Inc. | 566 | $18.0K | 0.00% | +313+123.7% | Added |
| TD Private Client Wealth LLC | 690 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bellevue Group AG | 739 | $23.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 878 | $28.0K | 0.00% | −90−9.3% | Reduced |
| Sutton Wealth Advisors Inc. | 968 | $31.3K | 0.01% | −143−12.9% | Reduced |
| FMR LLC | 1,350 | $43.7K | 0.00% | −1,145−45.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,467 | $47.5K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,800 | $58.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,938 | $62.8K | 0.00% | +1,938 | New |
| US Bancorp | 1,952 | $63.2K | 0.00% | +232+13.5% | Added |
| Penserra Capital Management LLC | 1,990 | $64.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,491 | $81.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,748 | $81.2K | 0.00% | +5,632+31.1% | Added |
| Balyasny Asset Management LLC | 2,809 | $91.0K | 0.00% | +2,809 | New |
| TD Ameritrade Investment Management, LLC | 2,960 | $96.0K | 0.00% | −849−22.3% | Reduced |
| Globeflex Capital L P | 3,132 | $101.4K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,161 | $102.0K | 0.00% | +260+9.0% | Added |
| Metropolitan Life Insurance Co | 3,797 | $122.9K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 3,918 | $126.9K | 0.13% | +3,918 | New |
| Sandia Investment Management LP | 5,000 | $161.9K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 5,023 | $163.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 5,364 | $173.7K | 0.01% | +5,364 | New |
| Ameritas Investment Partners, Inc. | 4,907 | $176.6K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 5,810 | $188.1K | 0.07% | +5,810 | New |
| LPL Financial LLC | 6,265 | $202.9K | 0.00% | +6,265 | New |
| Voya Financial Advisors, Inc. | 6,427 | $206.6K | 0.03% | −683−9.6% | Reduced |
| State of Wyoming | 6,754 | $218.7K | 0.07% | +3,993+144.6% | Added |
| Pictet Asset Management SA | 6,813 | $221.0K | 0.00% | +6,813 | New |
| Shell Asset Management Co | 6,973 | $226.0K | 0.01% | −1,420−16.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,045 | $228.1K | 0.01% | −364−4.9% | Reduced |
| Caxton Associates LP | 7,156 | $231.7K | 0.02% | −557−7.2% | Reduced |
| Kestra Advisory Services, LLC | 7,191 | $232.8K | 0.00% | +7,191 | New |
| Point72 Middle East FZE | 7,272 | $235.5K | 0.02% | +7,272 | New |
| Public Employees Retirement Association of Colorado | 7,337 | $238.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 7,400 | $239.6K | 0.00% | −200−2.6% | Reduced |
| Fort, L.P. | 7,436 | $240.8K | 0.36% | −2,278−23.5% | Reduced |
| Vident Investment Advisory, LLC | 7,551 | $244.5K | 0.01% | −1,317−14.9% | Reduced |
| Pearl River Capital, LLC | 7,761 | $251.3K | 0.04% | −1,001−11.4% | Reduced |
| Aquatic Capital Management LLC | 8,300 | $269.0K | 0.02% | +5,000+151.5% | Added |
| Meritage Portfolio Management | 8,615 | $279.0K | 0.02% | +210+2.5% | Added |
| Cantor Fitzgerald, L. P. | 9,141 | $296.0K | 0.01% | +64+0.7% | Added |
| Amundi | 8,660 | $297.9K | 0.00% | −1,648−16.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,276 | $300.4K | 0.00% | +538+6.2% | Added |
| ProShare Advisors LLC | 9,764 | $316.2K | 0.00% | +1,069+12.3% | Added |
| Oppenheimer Asset Management Inc. | 10,034 | $324.9K | 0.01% | −707−6.6% | Reduced |
| Vestcor Inc | 10,353 | $335.0K | 0.01% | +10,353 | New |
| Advisor Group Holdings, Inc. | 10,486 | $339.0K | 0.00% | −56−0.5% | Reduced |
| SG Americas Securities, LLC | 10,492 | $340.0K | 0.01% | −10,176−49.2% | Reduced |
| Nicolet Bankshares Inc | 10,785 | $349.2K | 0.12% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,810 | $350.0K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,846 | $351.0K | 0.00% | +626+6.1% | Added |
| Blair William & Co | 10,984 | $355.7K | 0.00% | +258+2.4% | Added |
| Russell Investments Group, Ltd. | 11,077 | $358.7K | 0.00% | −1,565−12.4% | Reduced |
| Handelsbanken Fonder AB | 11,200 | $363.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 11,500 | $372.4K | 0.10% | −2,250−16.4% | Reduced |
| First Trust Advisors LP | 11,629 | $376.5K | 0.00% | −39,162−77.1% | Reduced |
| Cetera Advisor Networks LLC | 11,658 | $377.5K | 0.00% | +11,658 | New |
| Paragon Private Wealth Management, LLC | 11,957 | $387.2K | 0.35% | +649+5.7% | Added |
| Ensign Peak Advisors, Inc | 12,990 | $420.6K | 0.00% | −10,100−43.7% | Reduced |
| Susquehanna International Group, LLP | 13,041 | $422.3K | 0.00% | −14,914−53.4% | Reduced |
| Assetmark, Inc | 13,267 | $429.6K | 0.00% | +1,572+13.4% | Added |
| Mutual of America Capital Management LLC | 13,664 | $442.4K | 0.01% | +539+4.1% | Added |
| BNP Paribas Arbitrage, SA | 14,260 | $461.7K | 0.00% | −37,945−72.7% | Reduced |
| Trexquant Investment LP | 14,673 | $475.1K | 0.01% | −4,460−23.3% | Reduced |