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, Q1 2024
Institutional positions in EVERTEC, Inc. as of Mar 31, 2024. 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
- 259
- −3 vs. Q4 2023
- Shares held
- 66.0M
- +915.1K (+1.4%) vs. Q4 2023
- Total value
- $2.63B
- −$32.1M (−1.2%) vs. Q4 2023
- New holders
- 29
- 75 more added
- Sold out
- 32
- 112 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Capital Management LLC | 3 | $120 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $160 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $160 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5 | $194 | 0.00% | +5 | New |
| Rothschild Investment LLC | 5 | $200 | 0.00% | +5 | New |
| Wetzel Investment Advisors, Inc. | 8 | $298 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $519 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $562 | 0.00% | +15 | New |
| Proequities, Inc. | 21 | $837 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $918 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 23 | $918 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $958 | 0.00% | +24 | New |
| Quadrant Capital Group LLC | 27 | $1.08K | 0.00% | −18−40.0% | Reduced |
| Private Wealth Management Group, LLC | 31 | $1.24K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 34 | $1.36K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $1.43K | 0.00% | +10+35.7% | Added |
| Farther Finance Advisors, LLC | 38 | $1.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 50 | $2.00K | 0.00% | +6+13.6% | Added |
| Bessemer Group Inc | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 51 | $2.04K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 63 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 70 | $2.77K | 0.00% | +53+311.8% | Added |
| SRS Capital Advisors, Inc. | 80 | $3.19K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 83 | $3.33K | 0.00% | +35+72.9% | Added |
| Eagle Bay Advisors LLC | 87 | $3.47K | 0.00% | +87 | New |
| Mather Group, LLC. | 92 | $3.77K | 0.00% | +92 | New |
| Steward Partners Investment Advisory, LLC | 107 | $4.27K | 0.00% | +107 | New |
| Pacific Capital Wealth Advisors, Inc | 108 | $4.31K | 0.00% | +108 | New |
| Global Retirement Partners, LLC | 114 | $4.55K | 0.00% | −12−9.5% | Reduced |
| Colonial Trust Advisors | 114 | $4.55K | 0.00% | +114 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $4.83K | 0.00% | +121 | New |
| Venturi Wealth Management, LLC | 145 | $5.79K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $6.30K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 180 | $6.70K | 0.00% | +54+42.9% | Added |
| Institutional & Family Asset Management, LLC | 185 | $7.38K | 0.00% | +13+7.6% | Added |
| Covestor Ltd | 232 | $9.00K | 0.01% | −1,213−83.9% | Reduced |
| Richardson Financial Services Inc. | 229 | $9.14K | 0.01% | −9−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 251 | $10.0K | 0.00% | +217+638.2% | Added |
| Versant Capital Management, Inc | 275 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 305 | $12.2K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 311 | $12.4K | 0.00% | +311 | New |
| Parkside Financial Bank & Trust | 317 | $12.6K | 0.00% | +114+56.2% | Added |
| GPS Wealth Strategies Group, LLC | 323 | $12.9K | 0.00% | −702−68.5% | Reduced |
| CWM, LLC | 337 | $13.0K | 0.00% | −64−16.0% | Reduced |
| Jones Financial Companies LLLP | 332 | $13.2K | 0.00% | +332 | New |
| Frazier Financial Advisors, LLC | 394 | $15.7K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 412 | $16.4K | 0.00% | −11,964−96.7% | Reduced |
| Fifth Third Bancorp | 429 | $17.1K | 0.00% | +20+4.9% | Added |
| GAMMA Investing LLC | 484 | $19.3K | 0.00% | −116−19.3% | Reduced |
| Y.D. More Investments Ltd | 535 | $21.3K | 0.00% | −125−18.9% | Reduced |
| First Horizon Advisors, Inc. | 751 | $30.0K | 0.00% | −153−16.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 800 | $31.9K | 0.01% | +800 | New |
| Allworth Financial LP | 811 | $32.4K | 0.00% | +763+1,589.6% | Added |
| Principal Securities, Inc. | 822 | $32.8K | 0.00% | −58−6.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,109 | $44.2K | 0.00% | +478+75.8% | Added |
| Ronald Blue Trust, Inc. | 1,143 | $45.6K | 0.00% | −11−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,467 | $58.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,514 | $60.4K | 0.00% | +1,494+7,470.0% | Added |
| TD Private Client Wealth LLC | 1,572 | $62.7K | 0.00% | +594+60.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,642 | $65.0K | 0.00% | +873+113.5% | Added |
| Chiron Investment Management, LLC | 1,633 | $65.2K | 0.03% | +704+75.8% | Added |
| Sit Investment Associates Inc | 1,800 | $72.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,794 | $72.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,900 | $75.8K | 0.18% | +1,900 | New |
| US Bancorp | 2,194 | $87.6K | 0.00% | +192+9.6% | Added |
| EntryPoint Capital, LLC | 2,761 | $110.2K | 0.10% | +907+48.9% | Added |
| Shell Asset Management Co | 3,691 | $123.0K | 0.01% | −371−9.1% | Reduced |
| Globeflex Capital L P | 3,132 | $125.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,388 | $135.2K | 0.01% | −365−9.7% | Reduced |
| SG Americas Securities, LLC | 4,049 | $162.0K | 0.00% | +4,049 | New |
| Advisor Group Holdings, Inc. | 4,883 | $194.8K | 0.00% | −10,919−69.1% | Reduced |
| Crossmark Global Holdings, Inc. | 5,145 | $206.0K | 0.00% | −110−2.1% | Reduced |
| HRT Financial LP | 5,332 | $212.0K | 0.00% | +5,332 | New |
| SYSTM Wealth Solutions LLC | 5,754 | $229.6K | 0.03% | −152−2.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,917 | $236.1K | 0.01% | −96−1.6% | Reduced |
| EMC Capital Management | 6,102 | $243.0K | 0.15% | +6,102 | New |
| AQR Capital Management LLC | 6,346 | $253.2K | 0.00% | −16,696−72.5% | Reduced |
| AlphaQ Advisors LLC | 6,366 | $254.0K | 0.15% | +715+12.7% | Added |
| Eqis Capital Management, Inc. | 6,545 | $261.1K | 0.02% | +1,368+26.4% | Added |
| Ameritas Investment Partners, Inc. | 6,769 | $270.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,800 | $271.3K | 0.01% | −17,988−72.6% | Reduced |
| Wealth Alliance | 6,892 | $275.0K | 0.04% | −60−0.9% | Reduced |
| Vident Advisory, LLC | 7,323 | $292.2K | 0.01% | +7,323 | New |
| Public Employees Retirement Association of Colorado | 7,337 | $293.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,422 | $296.1K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 7,438 | $297.0K | 0.10% | +994+15.4% | Added |
| LPL Financial LLC | 7,534 | $300.6K | 0.00% | +990+15.1% | Added |
| Mariner, LLC | 8,001 | $319.2K | 0.00% | +353+4.6% | Added |
| Smith Group Asset Management, LLC | 8,847 | $353.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,182 | $366.4K | 0.01% | −1,255−12.0% | Reduced |
| New York Life Investment Management LLC | 9,291 | $370.7K | 0.00% | −941−9.2% | Reduced |
| Nicolet Bankshares Inc | 9,635 | $384.4K | 0.09% | −525−5.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,648 | $385.0K | 0.00% | +175+1.8% | Added |
| Keybank National Association | 9,800 | $391.0K | 0.00% | +4,280+77.5% | Added |
| HSBC Holdings PLC | 9,842 | $392.7K | 0.00% | +9,842 | New |
| Paragon Private Wealth Management, LLC | 10,341 | $412.6K | 0.25% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 10,358 | $413.3K | 0.00% | +10,358 | New |
| Everence Capital Management Inc | 10,810 | $431.0K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 10,956 | $437.1K | 0.03% | 00.0% | Unchanged |