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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 23,748 | $81.2K | 0.00% | +5,632+31.1% | Added |
| Nisa Investment Advisors, LLC | 2,491 | $81.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,990 | $64.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,952 | $63.2K | 0.00% | +232+13.5% | Added |
| Advisory Services Network, LLC | 1,938 | $62.8K | 0.00% | +1,938 | New |
| Sit Investment Associates Inc | 1,800 | $58.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,467 | $47.5K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,350 | $43.7K | 0.00% | −1,145−45.9% | Reduced |
| Sutton Wealth Advisors Inc. | 968 | $31.3K | 0.01% | −143−12.9% | Reduced |
| Bessemer Group Inc | 878 | $28.0K | 0.00% | −90−9.3% | Reduced |
| Bellevue Group AG | 739 | $23.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 690 | $22.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 566 | $18.0K | 0.00% | +313+123.7% | Added |
| Versant Capital Management, Inc | 513 | $16.6K | 0.01% | +507+8,450.0% | Added |
| Parkside Financial Bank & Trust | 458 | $14.8K | 0.00% | +173+60.7% | Added |
| Carolinas Wealth Consulting LLC | 407 | $13.2K | 0.00% | +14+3.6% | Added |
| Rockefeller Capital Management L.P. | 426 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 394 | $12.8K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,338 | $12.2K | 0.00% | +1,338 | New |
| CWM, LLC | 375 | $12.0K | 0.00% | −535−58.8% | Reduced |
| Private Trust Co NA | 345 | $11.0K | 0.00% | +88+34.2% | Added |
| Northwestern Mutual Wealth Management Co | 336 | $10.9K | 0.00% | +336 | New |
| Tower Research Capital LLC (TRC) | 302 | $9.00K | 0.00% | −6,289−95.4% | Reduced |
| SRS Capital Advisors, Inc. | 175 | $5.67K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 172 | $5.57K | 0.00% | −13−7.0% | Reduced |
| Money Concepts Capital Corp | 161 | $5.22K | 0.00% | +161 | New |
| Solstein Capital, LLC | 158 | $5.12K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 156 | $5.05K | 0.00% | +153+5,100.0% | Added |
| Fifth Third Bancorp | 127 | $4.11K | 0.00% | +66+108.2% | Added |
| National Bank of Canada | 108 | $3.50K | 0.00% | −90−45.5% | Reduced |
| STRS Ohio | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.55K | 0.00% | +5+11.6% | Added |
| Farther Finance Advisors, LLC | 47 | $1.52K | 0.00% | +47 | New |
| Global Retirement Partners, LLC | 44 | $1.43K | 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 |
| Quadrant Capital Group LLC | 34 | $1.10K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sofos Investments, Inc. | 32 | $911 | 0.01% | +32 | New |
| EverSource Wealth Advisors, LLC | 28 | $907 | 0.00% | −90−76.3% | Reduced |
| Concord Wealth Partners | 28 | $907 | 0.00% | +28 | New |
| Proequities, Inc. | 28 | $906 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $712 | 0.00% | +6+37.5% | Added |
| AdvisorNet Financial, Inc | 14 | $453 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 11 | $356 | 0.00% | +4+57.1% | Added |
| Disciplined Investments, LLC | 8 | $259 | 0.00% | +1+14.3% | Added |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| IFP Advisors, Inc | 156 | – | – | +142+1,014.3% | Added |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −215,517−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −147,926−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,311−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −24,074−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −18,929−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,910−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,797−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,896−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,447−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,111−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,836−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,030−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −6,871−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −4,406−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −802−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |