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, Q3 2023
Institutional positions in EVERTEC, Inc. as of Sep 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
- 254
- +21 vs. Q2 2023
- Shares held
- 63.7M
- +602.3K (+1.0%) vs. Q2 2023
- Total value
- $2.38B
- +$56.5M (+2.4%) vs. Q2 2023
- New holders
- 36
- 80 more added
- Sold out
- 15
- 99 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 7 | $261 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $372 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $373 | 0.00% | −399−97.1% | Reduced |
| Steward Financial Group LLC | 36 | $1.00K | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 28 | $1.04K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 35 | $1.12K | 0.00% | −2−5.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 34 | $1.26K | 0.00% | +34 | New |
| Proequities, Inc. | 35 | $1.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $1.34K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 47 | $1.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.78K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 48 | $1.78K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 48 | $1.78K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 48 | $1.78K | 0.00% | +48 | New |
| Bessemer Group Inc | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 70 | $2.23K | 0.00% | +70 | New |
| LGT Financial Advisors LLC | 63 | $2.34K | 0.00% | +63 | New |
| Global Retirement Partners, LLC | 68 | $2.52K | 0.00% | +24+54.5% | Added |
| SRS Capital Advisors, Inc. | 80 | $2.98K | 0.00% | −39−32.8% | Reduced |
| Massmutual Trust Co FSB | 108 | $4.01K | 0.00% | −4−3.6% | Reduced |
| National Bank of Canada | 126 | $4.72K | 0.00% | +18+16.7% | Added |
| Venturi Wealth Management, LLC | 145 | $5.39K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $5.87K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 172 | $6.39K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $7.00K | 0.00% | −3,500−94.6% | Reduced |
| West Tower Group, LLC | 235 | $8.74K | 0.00% | +235 | New |
| Versant Capital Management, Inc | 275 | $10.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 297 | $11.0K | 0.00% | −68−18.6% | Reduced |
| Private Trust Co NA | 305 | $11.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 458 | $17.0K | 0.00% | −3−0.7% | Reduced |
| Y.D. More Investments Ltd | 672 | $25.4K | 0.01% | −197−22.7% | Reduced |
| Bellevue Group AG | 739 | $27.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 793 | $29.5K | 0.00% | −56−6.6% | Reduced |
| First Horizon Advisors, Inc. | 904 | $33.6K | 0.00% | +183+25.4% | Added |
| Nisa Investment Advisors, LLC | 931 | $34.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 978 | $36.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,000 | $37.0K | 0.00% | +759+314.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,065 | $39.6K | 0.01% | +83+8.5% | Added |
| Covestor Ltd | 1,086 | $41.0K | 0.03% | −510−32.0% | Reduced |
| Federated Hermes, Inc. | 1,331 | $49.5K | 0.00% | +1,331 | New |
| Harbor Investment Advisory, LLC | 1,467 | $54.5K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,676 | $62.0K | 0.00% | −80−4.6% | Reduced |
| KBC Group NV | 1,794 | $67.0K | 0.00% | −3,177−63.9% | Reduced |
| Sit Investment Associates Inc | 1,800 | $67.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,495 | $92.8K | 0.00% | +543+27.8% | Added |
| Sandia Investment Management LP | 2,500 | $93.0K | 0.03% | +2,500 | New |
| Globeflex Capital L P | 3,132 | $116.4K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,753 | $139.5K | 0.01% | +177+4.9% | Added |
| Quantbot Technologies LP | 4,616 | $171.6K | 0.01% | −687−13.0% | Reduced |
| Vestcor Inc | 4,816 | $179.0K | 0.01% | +4,816 | New |
| Shell Asset Management Co | 5,272 | $196.0K | 0.01% | −82−1.5% | Reduced |
| Vident Advisory, LLC | 5,405 | $201.0K | 0.01% | +5,405 | New |
| Tower Research Capital LLC (TRC) | 5,441 | $202.3K | 0.01% | −3,879−41.6% | Reduced |
| Crossmark Global Holdings, Inc. | 5,404 | $204.0K | 0.00% | −26−0.5% | Reduced |
| Sciencast Management LP | 5,600 | $208.2K | 0.09% | +5,600 | New |
| State of Wyoming | 5,766 | $214.4K | 0.05% | +162+2.9% | Added |
| Veriti Management LLC | 5,790 | $215.3K | 0.02% | +5,790 | New |
| Hennion & Walsh Asset Management, Inc. | 5,991 | $222.7K | 0.01% | +5,991 | New |
| Beacon Pointe Advisors, LLC | 6,299 | $234.2K | 0.00% | +6,299 | New |
| Ameritas Investment Partners, Inc. | 6,497 | $241.6K | 0.01% | +1,097+20.3% | Added |
| Jump Financial, LLC | 6,575 | $244.5K | 0.01% | +6,575 | New |
| LPL Financial LLC | 6,689 | $248.7K | 0.00% | +6,689 | New |
| AlphaMark Advisors, LLC | 6,760 | $251.0K | 0.11% | +6,760 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,857 | $254.9K | 0.00% | +6,857 | New |
| Wealth Alliance | 7,180 | $267.0K | 0.04% | −158−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $273.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 7,460 | $277.3K | 0.00% | +7,460 | New |
| SYSTM Wealth Solutions LLC | 7,521 | $279.6K | 0.04% | −597−7.4% | Reduced |
| Lido Advisors, LLC | 7,576 | $281.7K | 0.00% | +7,576 | New |
| Pictet Asset Management Holding SA | 8,232 | $306.1K | 0.00% | +8,232 | New |
| Cantor Fitzgerald, L. P. | 8,854 | $329.2K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 8,999 | $334.6K | 0.20% | +8,999 | New |
| Envestnet Portfolio Solutions, Inc. | 9,428 | $350.5K | 0.00% | +9,428 | New |
| Pearl River Capital, LLC | 9,665 | $359.3K | 0.06% | +1,208+14.3% | Added |
| ProShare Advisors LLC | 9,925 | $369.0K | 0.00% | −279−2.7% | Reduced |
| Teza Capital Management LLC | 10,057 | $373.9K | 0.06% | −3,846−27.7% | Reduced |
| Equitable Trust Co | 10,225 | $380.2K | 0.03% | +824+8.8% | Added |
| Oppenheimer Asset Management Inc. | 10,246 | $380.9K | 0.01% | −22−0.2% | Reduced |
| Nicolet Bankshares Inc | 10,360 | $385.2K | 0.12% | −200−1.9% | Reduced |
| AdvisorShares Investments LLC | 10,381 | $386.0K | 0.10% | +10,381 | New |
| Mackenzie Financial Corp | 10,688 | $389.4K | 0.00% | +196+1.9% | Added |
| Paragon Private Wealth Management, LLC | 10,518 | $391.1K | 0.32% | −310−2.9% | Reduced |
| New York Life Investment Management LLC | 10,533 | $391.6K | 0.00% | −1,678−13.7% | Reduced |
| Everence Capital Management Inc | 10,810 | $402.0K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,930 | $406.4K | 0.00% | −551−4.8% | Reduced |
| Handelsbanken Fonder AB | 11,200 | $416.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,328 | $421.2K | 0.01% | −1,383−10.9% | Reduced |
| STRS Ohio | 11,600 | $431.0K | 0.00% | +11,600 | New |
| Virginia Retirement Systems Et Al | 12,400 | $461.0K | 0.00% | +12,400 | New |
| Psagot Value Holdings Ltd. / (Israel) | 12,500 | $466.0K | 0.24% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,219 | $491.5K | 0.00% | +2,210+20.1% | Added |
| Campbell & CO Investment Adviser LLC | 13,282 | $493.8K | 0.06% | +4,658+54.0% | Added |
| Riverwater Partners LLC | 13,454 | $500.2K | 0.45% | +13,454 | New |
| Meritage Portfolio Management | 13,501 | $502.0K | 0.04% | +691+5.4% | Added |
| Zacks Investment Management | 14,279 | $530.9K | 0.01% | +6,685+88.0% | Added |
| Allspring Global Investments Holdings, LLC | 14,682 | $545.9K | 0.00% | +332+2.3% | Added |
| Blair William & Co | 14,905 | $554.2K | 0.00% | +1,600+12.0% | Added |
| Prospector Partners LLC | 14,950 | $555.8K | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,287 | $568.4K | 0.00% | −3,744−19.7% | Reduced |
| Cetera Advisor Networks LLC | 15,484 | $575.7K | 0.00% | +4,201+37.2% | Added |