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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1,514 | $60.4K | 0.00% | +1,494+7,470.0% | Added |
| Harbor Investment Advisory, LLC | 1,467 | $58.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,143 | $45.6K | 0.00% | −11−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,109 | $44.2K | 0.00% | +478+75.8% | Added |
| Principal Securities, Inc. | 822 | $32.8K | 0.00% | −58−6.6% | Reduced |
| Allworth Financial LP | 811 | $32.4K | 0.00% | +763+1,589.6% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $31.9K | 0.01% | +800 | New |
| First Horizon Advisors, Inc. | 751 | $30.0K | 0.00% | −153−16.9% | Reduced |
| Y.D. More Investments Ltd | 535 | $21.3K | 0.00% | −125−18.9% | Reduced |
| GAMMA Investing LLC | 484 | $19.3K | 0.00% | −116−19.3% | Reduced |
| Fifth Third Bancorp | 429 | $17.1K | 0.00% | +20+4.9% | Added |
| Citadel Advisors LLC | 412 | $16.4K | 0.00% | −11,964−96.7% | Reduced |
| Frazier Financial Advisors, LLC | 394 | $15.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 332 | $13.2K | 0.00% | +332 | New |
| CWM, LLC | 337 | $13.0K | 0.00% | −64−16.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 323 | $12.9K | 0.00% | −702−68.5% | Reduced |
| Parkside Financial Bank & Trust | 317 | $12.6K | 0.00% | +114+56.2% | Added |
| Fernwood Investment Management, LLC | 311 | $12.4K | 0.00% | +311 | New |
| Private Trust Co NA | 305 | $12.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 275 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 251 | $10.0K | 0.00% | +217+638.2% | Added |
| Richardson Financial Services Inc. | 229 | $9.14K | 0.01% | −9−3.8% | Reduced |
| Covestor Ltd | 232 | $9.00K | 0.01% | −1,213−83.9% | Reduced |
| Institutional & Family Asset Management, LLC | 185 | $7.38K | 0.00% | +13+7.6% | Added |
| National Bank of Canada | 180 | $6.70K | 0.00% | +54+42.9% | Added |
| Solstein Capital, LLC | 158 | $6.30K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 145 | $5.79K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $4.83K | 0.00% | +121 | New |
| Global Retirement Partners, LLC | 114 | $4.55K | 0.00% | −12−9.5% | Reduced |
| Colonial Trust Advisors | 114 | $4.55K | 0.00% | +114 | New |
| Pacific Capital Wealth Advisors, Inc | 108 | $4.31K | 0.00% | +108 | New |
| Steward Partners Investment Advisory, LLC | 107 | $4.27K | 0.00% | +107 | New |
| Mather Group, LLC. | 92 | $3.77K | 0.00% | +92 | New |
| Eagle Bay Advisors LLC | 87 | $3.47K | 0.00% | +87 | New |
| Signaturefd, LLC | 83 | $3.33K | 0.00% | +35+72.9% | Added |
| SRS Capital Advisors, Inc. | 80 | $3.19K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 70 | $2.77K | 0.00% | +53+311.8% | Added |
| LGT Financial Advisors LLC | 63 | $2.51K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 51 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 50 | $2.00K | 0.00% | +6+13.6% | Added |
| Farmers & Merchants Investments Inc | 48 | $1.92K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 38 | $1.48K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $1.43K | 0.00% | +10+35.7% | Added |
| Federation des caisses Desjardins du Quebec | 34 | $1.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $1.24K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 27 | $1.08K | 0.00% | −18−40.0% | Reduced |
| Umb Bank N A | 24 | $958 | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 23 | $918 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 23 | $918 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 21 | $837 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $562 | 0.00% | +15 | New |
| Abound Wealth Management | 13 | $519 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 8 | $298 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $200 | 0.00% | +5 | New |
| CIBC Private Wealth Group, LLC | 5 | $194 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $160 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $160 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $120 | 0.00% | +3 | New |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −104,500−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −81,951−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −67,463−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −60,419−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −42,393−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −34,539−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −26,772−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −22,794−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −22,096−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −16,299−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −14,410−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −14,245−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,041−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −10,688−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,580−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,104−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,846−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −6,407−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,751−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −5,010−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −4,816−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |