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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 982 | $36.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 978 | $36.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 931 | $34.3K | 0.00% | +90+10.7% | Added |
| Y.D. More Investments Ltd | 869 | $32.0K | 0.01% | −81−8.5% | Reduced |
| Fifth Third Bancorp | 849 | $31.3K | 0.00% | +558+191.8% | Added |
| Bellevue Group AG | 739 | $27.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 721 | $26.6K | 0.00% | +318+78.9% | Added |
| CWM, LLC | 461 | $17.0K | 0.00% | −21−4.4% | Reduced |
| Carolinas Wealth Consulting LLC | 411 | $15.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 365 | $13.4K | 0.00% | +4+1.1% | Added |
| Harbour Investments, Inc. | 340 | $12.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 305 | $11.2K | 0.00% | −20−6.2% | Reduced |
| Versant Capital Management, Inc | 275 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 241 | $9.00K | 0.00% | −454−65.3% | Reduced |
| Institutional & Family Asset Management, LLC | 172 | $6.33K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $5.82K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 145 | $5.34K | 0.00% | −33−18.5% | Reduced |
| SRS Capital Advisors, Inc. | 119 | $4.38K | 0.00% | −56−32.0% | Reduced |
| Massmutual Trust Co FSB | 112 | $4.13K | 0.00% | +71+173.2% | Added |
| National Bank of Canada | 108 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 56 | $2.00K | 0.00% | +56 | New |
| 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 |
| Farther Finance Advisors, LLC | 47 | $1.73K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 46 | $1.69K | 0.00% | +46 | New |
| Global Retirement Partners, LLC | 44 | $1.62K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 40 | $1.47K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 36 | $1.33K | 0.00% | −9−20.0% | Reduced |
| Proequities, Inc. | 35 | $1.29K | 0.00% | +21+150.0% | Added |
| Sofos Investments, Inc. | 37 | $1.05K | 0.00% | +3+8.8% | Added |
| EverSource Wealth Advisors, LLC | 28 | $1.03K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $369 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 7 | $258 | 0.00% | −4−36.4% | Reduced |
| Disciplined Investments, LLC | 7 | $258 | 0.00% | −4−36.4% | Reduced |
| Comerica Bank | 80,897 | $3 | 0.00% | +80,897 | New |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −62,760−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −36,235−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,741−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −32,504−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −27,415−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,150−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −20,228−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −17,640−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −17,034−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −14,659−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −14,448−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,580−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,393−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,542−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,964−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −4,405−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,943−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |