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 |
|---|---|---|---|---|---|
| Vestcor Inc | 4,816 | $197.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,062 | $166.0K | 0.01% | −1,210−23.0% | Reduced |
| Metropolitan Life Insurance Co | 3,753 | $153.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,260 | $133.5K | 0.02% | −2,506−43.5% | Reduced |
| Globeflex Capital L P | 3,132 | $128.2K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,495 | $102.1K | 0.01% | −2,121−45.9% | Reduced |
| US Bancorp | 2,002 | $82.0K | 0.00% | −493−19.8% | Reduced |
| EntryPoint Capital, LLC | 1,854 | $75.9K | 0.07% | +1,854 | New |
| Advisory Services Network, LLC | 1,813 | $74.2K | 0.00% | +1,813 | New |
| Sit Investment Associates Inc | 1,800 | $74.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,794 | $73.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,532 | $62.0K | 0.00% | −144−8.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,467 | $60.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,445 | $59.0K | 0.04% | +359+33.1% | Added |
| STRS Ohio | 1,200 | $49.0K | 0.00% | −10,400−89.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,154 | $42.0K | 0.00% | +154+15.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,025 | $42.0K | 0.01% | −40−3.8% | Reduced |
| TD Private Client Wealth LLC | 978 | $40.0K | 0.00% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 929 | $38.0K | 0.01% | +929 | New |
| First Horizon Advisors, Inc. | 904 | $37.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 880 | $36.0K | 0.00% | +880 | New |
| Benjamin F. Edwards & Company, Inc. | 769 | $31.0K | 0.00% | +769 | New |
| Nisa Investment Advisors, LLC | 631 | $25.8K | 0.00% | −300−32.2% | Reduced |
| Y.D. More Investments Ltd | 660 | $25.8K | 0.01% | −12−1.8% | Reduced |
| GAMMA Investing LLC | 600 | $24.1K | 0.01% | +600 | New |
| Fifth Third Bancorp | 409 | $16.7K | 0.00% | −384−48.4% | Reduced |
| Frazier Financial Advisors, LLC | 394 | $16.1K | 0.01% | +394 | New |
| CWM, LLC | 401 | $16.0K | 0.00% | −57−12.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 387 | $15.8K | 0.00% | +387 | New |
| Private Trust Co NA | 305 | $12.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 275 | $11.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 238 | $9.74K | 0.01% | +238 | New |
| Parkside Financial Bank & Trust | 203 | $8.31K | 0.00% | −94−31.6% | Reduced |
| Institutional & Family Asset Management, LLC | 172 | $7.04K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $6.47K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 145 | $5.94K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 126 | $5.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 126 | $4.87K | 0.00% | +58+85.3% | Added |
| SRS Capital Advisors, Inc. | 80 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 70 | $2.87K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 63 | $2.58K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 51 | $2.09K | 0.00% | +51 | New |
| Bessemer Group Inc | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 48 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 48 | $1.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.97K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 46 | $1.88K | 0.00% | +46 | New |
| Quadrant Capital Group LLC | 45 | $1.84K | 0.00% | −3−6.3% | Reduced |
| Massmutual Trust Co FSB | 44 | $1.80K | 0.00% | −64−59.3% | Reduced |
| Farther Finance Advisors, LLC | 38 | $1.56K | 0.00% | −9−19.1% | Reduced |
| 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 |
| Private Wealth Management Group, LLC | 31 | $1.27K | 0.00% | +31 | New |
| EverSource Wealth Advisors, LLC | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $942 | 0.00% | −13−36.1% | Reduced |
| WealthCollab, LLC | 23 | $942 | 0.00% | +23 | New |
| Proequities, Inc. | 21 | $859 | 0.00% | −14−40.0% | Reduced |
| Huntington National Bank | 20 | $819 | 0.00% | +20 | New |
| Sofos Investments, Inc. | 17 | $689 | 0.00% | −18−51.4% | Reduced |
| Abound Wealth Management | 13 | $533 | 0.00% | +3+30.0% | Added |
| Carolinas Wealth Consulting LLC | 12 | $481 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $164 | 0.00% | −3−42.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $164 | 0.00% | +4 | New |
| Wetzel Investment Advisors, Inc. | 8 | $0 | 0.00% | +8 | New |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −44,100−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,276−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −31,164−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −29,290−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −10,381−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −9,665−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,999−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −8,854−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −7,576−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,575−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,299−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −5,405−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −739−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |