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 2023
Institutional positions in EVERTEC, Inc. as of Dec 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
- 264
- +14 vs. Q3 2023
- Shares held
- 65.1M
- +1.74M (+2.8%) vs. Q3 2023
- Total value
- $2.66B
- +$300.6M (+12.7%) vs. Q3 2023
- New holders
- 30
- 77 more added
- Sold out
- 16
- 110 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wetzel Investment Advisors, Inc. | 8 | $0 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 4 | $164 | 0.00% | −3−42.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $164 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 12 | $481 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $533 | 0.00% | +3+30.0% | Added |
| Sofos Investments, Inc. | 17 | $689 | 0.00% | −18−51.4% | Reduced |
| Huntington National Bank | 20 | $819 | 0.00% | +20 | New |
| Proequities, Inc. | 21 | $859 | 0.00% | −14−40.0% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $942 | 0.00% | −13−36.1% | Reduced |
| WealthCollab, LLC | 23 | $942 | 0.00% | +23 | New |
| EverSource Wealth Advisors, LLC | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $1.27K | 0.00% | +31 | New |
| Federation des caisses Desjardins du Quebec | 34 | $1.39K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 34 | $1.39K | 0.00% | +34 | New |
| Farther Finance Advisors, LLC | 38 | $1.56K | 0.00% | −9−19.1% | Reduced |
| Massmutual Trust Co FSB | 44 | $1.80K | 0.00% | −64−59.3% | Reduced |
| Quadrant Capital Group LLC | 45 | $1.84K | 0.00% | −3−6.3% | Reduced |
| Coppell Advisory Solutions LLC | 46 | $1.88K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 48 | $1.97K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 48 | $1.97K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 48 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 51 | $2.09K | 0.00% | +51 | New |
| LGT Financial Advisors LLC | 63 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 70 | $2.87K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 80 | $3.28K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 126 | $4.87K | 0.00% | +58+85.3% | Added |
| National Bank of Canada | 126 | $5.15K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 145 | $5.94K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $6.47K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 172 | $7.04K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 203 | $8.31K | 0.00% | −94−31.6% | Reduced |
| Richardson Financial Services Inc. | 238 | $9.74K | 0.01% | +238 | New |
| Versant Capital Management, Inc | 275 | $11.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 305 | $12.5K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 387 | $15.8K | 0.00% | +387 | New |
| CWM, LLC | 401 | $16.0K | 0.00% | −57−12.4% | Reduced |
| Frazier Financial Advisors, LLC | 394 | $16.1K | 0.01% | +394 | New |
| Fifth Third Bancorp | 409 | $16.7K | 0.00% | −384−48.4% | Reduced |
| GAMMA Investing LLC | 600 | $24.1K | 0.01% | +600 | New |
| Y.D. More Investments Ltd | 660 | $25.8K | 0.01% | −12−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 631 | $25.8K | 0.00% | −300−32.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 769 | $31.0K | 0.00% | +769 | New |
| Principal Securities, Inc. | 880 | $36.0K | 0.00% | +880 | New |
| First Horizon Advisors, Inc. | 904 | $37.0K | 0.00% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 929 | $38.0K | 0.01% | +929 | New |
| TD Private Client Wealth LLC | 978 | $40.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,025 | $42.0K | 0.01% | −40−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,154 | $42.0K | 0.00% | +154+15.4% | Added |
| STRS Ohio | 1,200 | $49.0K | 0.00% | −10,400−89.7% | Reduced |
| Covestor Ltd | 1,445 | $59.0K | 0.04% | +359+33.1% | Added |
| Harbor Investment Advisory, LLC | 1,467 | $60.1K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,532 | $62.0K | 0.00% | −144−8.6% | Reduced |
| KBC Group NV | 1,794 | $73.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,800 | $74.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,813 | $74.2K | 0.00% | +1,813 | New |
| EntryPoint Capital, LLC | 1,854 | $75.9K | 0.07% | +1,854 | New |
| US Bancorp | 2,002 | $82.0K | 0.00% | −493−19.8% | Reduced |
| Quantbot Technologies LP | 2,495 | $102.1K | 0.01% | −2,121−45.9% | Reduced |
| Globeflex Capital L P | 3,132 | $128.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,260 | $133.5K | 0.02% | −2,506−43.5% | Reduced |
| Metropolitan Life Insurance Co | 3,753 | $153.6K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,062 | $166.0K | 0.01% | −1,210−23.0% | Reduced |
| Vestcor Inc | 4,816 | $197.0K | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 5,010 | $205.1K | 0.02% | +5,010 | New |
| Eqis Capital Management, Inc. | 5,177 | $212.0K | 0.02% | −21,922−80.9% | Reduced |
| Crossmark Global Holdings, Inc. | 5,255 | $215.0K | 0.00% | −149−2.8% | Reduced |
| Keybank National Association | 5,520 | $226.0K | 0.00% | +5,520 | New |
| AlphaQ Advisors LLC | 5,651 | $231.4K | 0.16% | +5,651 | New |
| Bayesian Capital Management, LP | 5,751 | $235.4K | 0.02% | +5,751 | New |
| SYSTM Wealth Solutions LLC | 5,906 | $241.8K | 0.03% | −1,615−21.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,013 | $246.2K | 0.01% | +22+0.4% | Added |
| Veriti Management LLC | 6,407 | $262.3K | 0.02% | +617+10.7% | Added |
| AlphaMark Advisors, LLC | 6,444 | $264.0K | 0.10% | −316−4.7% | Reduced |
| LPL Financial LLC | 6,544 | $267.9K | 0.00% | −145−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,769 | $277.1K | 0.01% | +272+4.2% | Added |
| Wealth Alliance | 6,952 | $284.6K | 0.04% | −228−3.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $300.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,422 | $303.9K | 0.00% | −810−9.8% | Reduced |
| Mariner, LLC | 7,648 | $313.1K | 0.00% | +188+2.5% | Added |
| Aquatic Capital Management LLC | 7,700 | $315.0K | 0.01% | +7,500+3,750.0% | Added |
| ExodusPoint Capital Management, LP | 7,846 | $321.0K | 0.00% | −8,194−51.1% | Reduced |
| Smith Group Asset Management, LLC | 8,847 | $362.2K | 0.02% | +8,847 | New |
| Nebula Research & Development LLC | 9,104 | $372.7K | 0.11% | +9,104 | New |
| Millennium Management LLC | 9,167 | $375.3K | 0.00% | −64,599−87.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,473 | $387.8K | 0.00% | +45+0.5% | Added |
| Two Sigma Advisers, LP | 9,700 | $397.1K | 0.00% | −24,300−71.5% | Reduced |
| Janney Montgomery Scott LLC | 10,127 | $415.0K | 0.00% | −13,465−57.1% | Reduced |
| Nicolet Bankshares Inc | 10,160 | $415.9K | 0.11% | −200−1.9% | Reduced |
| New York Life Investment Management LLC | 10,232 | $418.9K | 0.00% | −301−2.9% | Reduced |
| Paragon Private Wealth Management, LLC | 10,341 | $423.4K | 0.29% | −177−1.7% | Reduced |
| Oppenheimer Asset Management Inc. | 10,437 | $427.3K | 0.01% | +191+1.9% | Added |
| Dynamic Technology Lab Private Ltd | 10,580 | $433.0K | 0.05% | +10,580 | New |
| Mackenzie Financial Corp | 10,688 | $437.6K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,729 | $439.2K | 0.01% | +10,729 | New |
| Everence Capital Management Inc | 10,810 | $443.0K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 10,956 | $448.5K | 0.03% | +731+7.1% | Added |
| Handelsbanken Fonder AB | 11,200 | $459.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,516 | $471.5K | 0.01% | +188+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 11,708 | $479.3K | 0.00% | −2,974−20.3% | Reduced |