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, Q1 2023
Institutional positions in EVERTEC, Inc. as of Mar 31, 2023. 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
- 249
- 0 vs. Q4 2022
- Shares held
- 62.7M
- −435.5K (−0.7%) vs. Q4 2022
- Total value
- $2.13B
- +$81.0M (+4.0%) vs. Q4 2022
- New holders
- 31
- 101 more added
- Sold out
- 31
- 78 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 34 | $1 | 0.00% | +2+6.3% | Added |
| Disciplined Investments, LLC | 11 | $371 | 0.00% | +3+37.5% | Added |
| SJS Investment Consulting Inc. | 11 | $372 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 14 | $472 | 0.00% | −14−50.0% | Reduced |
| AdvisorNet Financial, Inc | 16 | $540 | 0.00% | +2+14.3% | Added |
| Schubert & Co | 23 | $777 | 0.00% | +1+4.5% | Added |
| EverSource Wealth Advisors, LLC | 28 | $945 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 40 | $1.00K | 0.00% | +32+400.0% | Added |
| Quadrant Capital Group LLC | 34 | $1.15K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $1.38K | 0.00% | +41 | New |
| Global Retirement Partners, LLC | 44 | $1.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $1.52K | 0.00% | +10+28.6% | Added |
| Farther Finance Advisors, LLC | 47 | $1.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.62K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 90 | $3.04K | 0.00% | +90 | New |
| National Bank of Canada | 108 | $3.64K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 115 | $3.88K | 0.00% | +115 | New |
| Bogart Wealth, LLC | 117 | $3.95K | 0.00% | +117 | New |
| TD Waterhouse Canada Inc. | 120 | $4.00K | 0.00% | +120 | New |
| TCI Wealth Advisors, Inc. | 156 | $5.26K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $5.33K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 172 | $5.80K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 175 | $5.91K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 178 | $6.01K | 0.00% | +178 | New |
| Simplex Trading, LLC | 248 | $8.00K | 0.00% | −2,913−92.2% | Reduced |
| Y.D. More Investments Ltd | 950 | $8.87K | 0.00% | −388−29.0% | Reduced |
| Versant Capital Management, Inc | 275 | $9.28K | 0.00% | −238−46.4% | Reduced |
| Fifth Third Bancorp | 291 | $9.82K | 0.00% | +164+129.1% | Added |
| Private Trust Co NA | 325 | $11.0K | 0.00% | −20−5.8% | Reduced |
| Harbour Investments, Inc. | 340 | $11.5K | 0.00% | +340 | New |
| Northwestern Mutual Wealth Management Co | 355 | $12.0K | 0.00% | +19+5.7% | Added |
| Parkside Financial Bank & Trust | 361 | $12.2K | 0.00% | −97−21.2% | Reduced |
| First Horizon Advisors, Inc. | 403 | $13.6K | 0.00% | +9+2.3% | Added |
| Carolinas Wealth Consulting LLC | 411 | $13.9K | 0.00% | +4+1.0% | Added |
| CWM, LLC | 482 | $16.0K | 0.00% | +107+28.5% | Added |
| Ronald Blue Trust, Inc. | 695 | $23.0K | 0.00% | +129+22.8% | Added |
| Bellevue Group AG | 739 | $24.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 841 | $28.0K | 0.00% | −1,650−66.2% | Reduced |
| TD Private Client Wealth LLC | 978 | $33.0K | 0.00% | +288+41.7% | Added |
| GPS Wealth Strategies Group, LLC | 982 | $33.1K | 0.01% | +982 | New |
| Tower Research Capital LLC (TRC) | 1,132 | $38.0K | 0.00% | +830+274.8% | Added |
| Covestor Ltd | 1,422 | $48.0K | 0.04% | +1,418+35,450.0% | Added |
| Harbor Investment Advisory, LLC | 1,467 | $49.5K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,800 | $61.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,838 | $62.0K | 0.00% | +488+36.1% | Added |
| Advisory Services Network, LLC | 1,943 | $65.6K | 0.00% | +5+0.3% | Added |
| US Bancorp | 1,952 | $65.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,265 | $76.0K | 0.00% | +275+13.8% | Added |
| TD Ameritrade Investment Management, LLC | 2,366 | $80.0K | 0.00% | −594−20.1% | Reduced |
| Counterpoint Mutual Funds LLC | 2,998 | $101.2K | 0.09% | −920−23.5% | Reduced |
| Globeflex Capital L P | 3,132 | $105.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,362 | $113.5K | 0.04% | −3,392−50.2% | Reduced |
| Metropolitan Life Insurance Co | 3,391 | $114.4K | 0.01% | −406−10.7% | Reduced |
| AXS Investments LLC | 4,405 | $148.7K | 0.05% | +4,405 | New |
| Ameritas Investment Partners, Inc. | 4,907 | $165.6K | 0.01% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $168.8K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 5,484 | $185.0K | 0.00% | +461+9.2% | Added |
| Aquatic Capital Management LLC | 6,000 | $202.0K | 0.01% | −2,300−27.7% | Reduced |
| Sciencast Management LP | 6,099 | $211.8K | 0.28% | +6,099 | New |
| Eqis Capital Management, Inc. | 6,396 | $215.9K | 0.02% | +6,396 | New |
| Virginia Retirement Systems Et Al | 6,400 | $216.0K | 0.00% | −1,000−13.5% | Reduced |
| Pictet Asset Management SA | 6,813 | $229.9K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,857 | $231.4K | 0.01% | −188−2.7% | Reduced |
| Shell Asset Management Co | 6,949 | $235.0K | 0.01% | −24−0.3% | Reduced |
| Bridgefront Capital, LLC | 6,964 | $235.0K | 0.14% | +6,964 | New |
| Wealth Alliance | 7,284 | $245.8K | 0.04% | +7,284 | New |
| Public Employees Retirement Association of Colorado | 7,337 | $248.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 7,594 | $256.3K | 0.00% | +7,594 | New |
| Fox Run Management, L.L.C. | 7,700 | $259.9K | 0.08% | +7,700 | New |
| Vident Investment Advisory, LLC | 7,755 | $261.7K | 0.01% | +204+2.7% | Added |
| Aigen Investment Management, LP | 8,542 | $288.3K | 0.04% | +8,542 | New |
| Cantor Fitzgerald, L. P. | 8,854 | $298.8K | 0.01% | −287−3.1% | Reduced |
| ProShare Advisors LLC | 8,970 | $302.7K | 0.00% | −794−8.1% | Reduced |
| Meritage Portfolio Management | 8,993 | $304.0K | 0.02% | +378+4.4% | Added |
| Mackenzie Financial Corp | 9,248 | $312.1K | 0.00% | −8,577−48.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,276 | $313.1K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 9,401 | $317.3K | 0.02% | +9,401 | New |
| Pearl River Capital, LLC | 9,581 | $323.4K | 0.05% | +1,820+23.5% | Added |
| Oppenheimer Asset Management Inc. | 10,211 | $344.6K | 0.01% | +177+1.8% | Added |
| Teza Capital Management LLC | 10,541 | $355.8K | 0.08% | +10,541 | New |
| Nicolet Bankshares Inc | 10,585 | $357.2K | 0.12% | −200−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 10,675 | $359.8K | 0.00% | +189+1.8% | Added |
| Everence Capital Management Inc | 10,810 | $365.0K | 0.03% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 10,829 | $365.5K | 0.31% | −1,128−9.4% | Reduced |
| Cetera Advisor Networks LLC | 11,078 | $373.9K | 0.00% | −580−5.0% | Reduced |
| Handelsbanken Fonder AB | 11,200 | $378.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 11,393 | $384.5K | 0.05% | +11,393 | New |
| HSBC Holdings PLC | 11,580 | $387.7K | 0.00% | −4,092−26.1% | Reduced |
| Janney Montgomery Scott LLC | 11,823 | $399.0K | 0.00% | +977+9.0% | Added |
| Blair William & Co | 12,051 | $406.7K | 0.00% | +1,067+9.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 12,500 | $410.0K | 0.17% | +12,500 | New |
| Allspring Global Investments Holdings, LLC | 13,337 | $450.1K | 0.00% | −3,868−22.5% | Reduced |
| Mutual of America Capital Management LLC | 13,427 | $453.2K | 0.01% | −237−1.7% | Reduced |
| SYSTM Wealth Solutions LLC | 13,600 | $459.0K | 0.07% | −1,091−7.4% | Reduced |
| New York Life Investment Management LLC | 14,225 | $480.1K | 0.01% | +14,225 | New |
| Inceptionr LLC | 14,448 | $487.6K | 0.16% | +14,448 | New |
| Ergoteles LLC | 14,659 | $494.7K | 0.02% | −8,343−36.3% | Reduced |
| Prospector Partners LLC | 14,950 | $504.6K | 0.07% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,058 | $542.0K | 0.00% | +41+0.3% | Added |