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, Q2 2023
Institutional positions in EVERTEC, Inc. as of Jun 30, 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
- 236
- −12 vs. Q1 2023
- Shares held
- 63.1M
- +572.2K (+0.9%) vs. Q1 2023
- Total value
- $2.32B
- +$202.2M (+9.5%) vs. Q1 2023
- New holders
- 20
- 91 more added
- Sold out
- 32
- 88 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 80,897 | $3 | 0.00% | +80,897 | New |
| SJS Investment Consulting Inc. | 7 | $258 | 0.00% | −4−36.4% | Reduced |
| Disciplined Investments, LLC | 7 | $258 | 0.00% | −4−36.4% | Reduced |
| Abound Wealth Management | 10 | $369 | 0.00% | +10 | New |
| EverSource Wealth Advisors, LLC | 28 | $1.03K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 37 | $1.05K | 0.00% | +3+8.8% | Added |
| Proequities, Inc. | 35 | $1.29K | 0.00% | +21+150.0% | Added |
| JFS Wealth Advisors, LLC | 36 | $1.33K | 0.00% | −9−20.0% | Reduced |
| First Capital Advisors Group, LLC. | 40 | $1.47K | 0.00% | +40 | New |
| Global Retirement Partners, LLC | 44 | $1.62K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 46 | $1.69K | 0.00% | +46 | New |
| Farther Finance Advisors, LLC | 47 | $1.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.77K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 48 | $1.77K | 0.00% | +14+41.2% | Added |
| Signaturefd, LLC | 48 | $1.77K | 0.00% | +48 | New |
| Bessemer Group Inc | 56 | $2.00K | 0.00% | +56 | New |
| National Bank of Canada | 108 | $3.98K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $4.13K | 0.00% | +71+173.2% | Added |
| SRS Capital Advisors, Inc. | 119 | $4.38K | 0.00% | −56−32.0% | Reduced |
| Venturi Wealth Management, LLC | 145 | $5.34K | 0.00% | −33−18.5% | Reduced |
| Solstein Capital, LLC | 158 | $5.82K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 172 | $6.33K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 241 | $9.00K | 0.00% | −454−65.3% | Reduced |
| Versant Capital Management, Inc | 275 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 305 | $11.2K | 0.00% | −20−6.2% | Reduced |
| Harbour Investments, Inc. | 340 | $12.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 365 | $13.4K | 0.00% | +4+1.1% | Added |
| Carolinas Wealth Consulting LLC | 411 | $15.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 461 | $17.0K | 0.00% | −21−4.4% | Reduced |
| First Horizon Advisors, Inc. | 721 | $26.6K | 0.00% | +318+78.9% | Added |
| Bellevue Group AG | 739 | $27.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 849 | $31.3K | 0.00% | +558+191.8% | Added |
| Y.D. More Investments Ltd | 869 | $32.0K | 0.01% | −81−8.5% | Reduced |
| Nisa Investment Advisors, LLC | 931 | $34.3K | 0.00% | +90+10.7% | Added |
| TD Private Client Wealth LLC | 978 | $36.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 982 | $36.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,467 | $54.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,596 | $58.0K | 0.04% | +174+12.2% | Added |
| Penserra Capital Management LLC | 1,756 | $64.0K | 0.00% | −509−22.5% | Reduced |
| Sit Investment Associates Inc | 1,800 | $66.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,952 | $71.9K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 2,222 | $82.0K | 0.00% | −144−6.1% | Reduced |
| Globeflex Capital L P | 3,132 | $115.4K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,576 | $131.7K | 0.01% | +185+5.5% | Added |
| Aquatic Capital Management LLC | 3,700 | $136.0K | 0.01% | −2,300−38.3% | Reduced |
| KBC Group NV | 4,971 | $183.0K | 0.00% | −513−9.4% | Reduced |
| Quantbot Technologies LP | 5,303 | $195.3K | 0.01% | +5,303 | New |
| Shell Asset Management Co | 5,354 | $197.0K | 0.01% | −1,595−23.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,400 | $198.9K | 0.01% | +493+10.0% | Added |
| State of Wyoming | 5,604 | $206.4K | 0.06% | +2,242+66.7% | Added |
| Davy Global Fund Management Ltd | 5,641 | $207.8K | 0.04% | +5,641 | New |
| Crossmark Global Holdings, Inc. | 5,430 | $214.0K | 0.00% | +5,430 | New |
| Vident Investment Advisory, LLC | 5,884 | $216.7K | 0.01% | −1,871−24.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,509 | $239.7K | 0.01% | −348−5.1% | Reduced |
| Eqis Capital Management, Inc. | 6,529 | $240.4K | 0.03% | +133+2.1% | Added |
| Lazard Asset Management LLC | 6,592 | $242.0K | 0.00% | +6,556+18,211.1% | Added |
| Caxton Associates LP | 7,211 | $265.6K | 0.04% | +7,211 | New |
| Public Employees Retirement Association of Colorado | 7,337 | $270.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 7,338 | $270.3K | 0.04% | +54+0.7% | Added |
| Zacks Investment Management | 7,594 | $279.7K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 8,118 | $299.0K | 0.04% | −5,482−40.3% | Reduced |
| Pictet Asset Management SA | 8,232 | $303.2K | 0.00% | +1,419+20.8% | Added |
| Squarepoint Ops LLC | 8,438 | $310.8K | 0.00% | +8,438 | New |
| Pearl River Capital, LLC | 8,457 | $311.5K | 0.05% | −1,124−11.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,624 | $317.6K | 0.06% | +8,624 | New |
| Cantor Fitzgerald, L. P. | 8,854 | $326.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,320 | $343.3K | 0.01% | +8,188+723.3% | Added |
| Equitable Trust Co | 9,401 | $346.2K | 0.03% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 9,974 | $367.3K | 0.02% | +9,974 | New |
| Everence Capital Management Inc | 10,810 | $373.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,204 | $375.8K | 0.00% | +1,234+13.8% | Added |
| Oppenheimer Asset Management Inc. | 10,268 | $378.2K | 0.01% | +57+0.6% | Added |
| Franklin Resources Inc | 10,360 | $381.6K | 0.00% | +10,360 | New |
| Nicolet Bankshares Inc | 10,560 | $388.9K | 0.11% | −25−0.2% | Reduced |
| Mackenzie Financial Corp | 10,492 | $395.7K | 0.00% | +1,244+13.5% | Added |
| Paragon Private Wealth Management, LLC | 10,828 | $398.8K | 0.32% | −10.0% | Reduced |
| Advisor Group Holdings, Inc. | 10,867 | $400.8K | 0.00% | +192+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,009 | $405.5K | 0.00% | +1,733+18.7% | Added |
| Handelsbanken Fonder AB | 11,200 | $412.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,283 | $415.6K | 0.00% | +205+1.9% | Added |
| Jane Street Group, LLC | 11,481 | $422.8K | 0.00% | −29,392−71.9% | Reduced |
| New York Life Investment Management LLC | 12,211 | $449.7K | 0.00% | −2,014−14.2% | Reduced |
| Graham Capital Management, L.P. | 12,341 | $454.5K | 0.02% | −23,626−65.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12,500 | $459.0K | 0.23% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,711 | $468.1K | 0.01% | −716−5.3% | Reduced |
| Meritage Portfolio Management | 12,810 | $472.0K | 0.03% | +3,817+42.4% | Added |
| Blair William & Co | 13,305 | $490.0K | 0.00% | +1,254+10.4% | Added |
| Engineers Gate Manager LP | 13,386 | $493.0K | 0.02% | +13,386 | New |
| Winton Group Ltd | 13,710 | $504.9K | 0.04% | −23,740−63.4% | Reduced |
| Teza Capital Management LLC | 13,903 | $512.0K | 0.08% | +3,362+31.9% | Added |
| Allspring Global Investments Holdings, LLC | 14,350 | $528.5K | 0.00% | +1,013+7.6% | Added |
| Prospector Partners LLC | 14,950 | $550.6K | 0.08% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $624.5K | 0.25% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 17,040 | $627.6K | 0.00% | 00.0% | Unchanged |
| Amundi | 16,956 | $639.4K | 0.00% | −586−3.3% | Reduced |
| Snowden Capital Advisors LLC | 18,236 | $671.6K | 0.02% | +638+3.6% | Added |
| Arizona State Retirement System | 18,279 | $673.2K | 0.01% | +2,221+13.8% | Added |
| Legato Capital Management LLC | 18,294 | $673.8K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,031 | $700.9K | 0.00% | −18,965−49.9% | Reduced |
| Sawtooth Solutions, LLC | 19,521 | $719.0K | 0.02% | +1,012+5.5% | Added |