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, Q2 2024
Institutional positions in EVERTEC, Inc. as of Jun 30, 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
- 244
- −12 vs. Q1 2024
- Shares held
- 64.7M
- −924.8K (−1.4%) vs. Q1 2024
- Total value
- $2.15B
- −$466.4M (−17.8%) vs. Q1 2024
- New holders
- 32
- 74 more added
- Sold out
- 44
- 97 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −229−98.7% | Reduced |
| TFC Financial Management | 1 | $34 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 4 | $133 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $133 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5 | $164 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 8 | $319 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $333 | 0.00% | +5+100.0% | Added |
| Abound Wealth Management | 13 | $433 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $499 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16 | $532 | 0.00% | −11−40.7% | Reduced |
| Proequities, Inc. | 21 | $698 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 23 | $760 | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 23 | $765 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 25 | $831 | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 31 | $1.03K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 30 | $1.03K | 0.00% | −8−21.1% | Reduced |
| Umb Bank N A | 33 | $1.10K | 0.00% | +9+37.5% | Added |
| Farther Finance Advisors, LLC | 43 | $1.41K | 0.00% | +5+13.2% | Added |
| Massmutual Trust Co FSB | 44 | $1.46K | 0.00% | −6−12.0% | Reduced |
| Coppell Advisory Solutions LLC | 46 | $1.53K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 48 | $1.60K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 49 | $1.63K | 0.00% | −58−54.2% | Reduced |
| Fairman Group, LLC | 51 | $1.70K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 60 | $2.00K | 0.00% | +60 | New |
| LGT Financial Advisors LLC | 63 | $2.10K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 67 | $2.23K | 0.00% | −16−19.3% | Reduced |
| Westside Investment Management, Inc. | 72 | $2.39K | 0.00% | +72 | New |
| LRI Investments, LLC | 82 | $2.73K | 0.00% | +82 | New |
| Eagle Bay Advisors LLC | 87 | $2.89K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 95 | $3.16K | 0.00% | +15+18.8% | Added |
| Global Retirement Partners, LLC | 119 | $3.96K | 0.00% | +5+4.4% | Added |
| Solstein Capital, LLC | 158 | $5.25K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 180 | $5.91K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 185 | $6.15K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 229 | $7.61K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $9.97K | 0.00% | +300 | New |
| Private Trust Co NA | 305 | $10.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 317 | $10.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 323 | $10.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 359 | $11.9K | 0.00% | +359 | New |
| Frazier Financial Advisors, LLC | 394 | $13.1K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 401 | $13.3K | 0.00% | +401 | New |
| Y.D. More Investments Ltd | 442 | $14.7K | 0.00% | −93−17.4% | Reduced |
| GAMMA Investing LLC | 460 | $15.3K | 0.00% | −24−5.0% | Reduced |
| Smartleaf Asset Management LLC | 468 | $15.5K | 0.00% | +468 | New |
| First Horizon Advisors, Inc. | 534 | $17.8K | 0.00% | −217−28.9% | Reduced |
| Fifth Third Bancorp | 539 | $17.9K | 0.00% | +110+25.6% | Added |
| US Bancorp | 590 | $19.6K | 0.00% | −1,604−73.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $19.9K | 0.01% | −200−25.0% | Reduced |
| CWM, LLC | 590 | $20.0K | 0.00% | +253+75.1% | Added |
| Nisa Investment Advisors, LLC | 738 | $24.5K | 0.00% | −371−33.5% | Reduced |
| Opal Wealth Advisors, LLC | 835 | $27.8K | 0.01% | +835 | New |
| Allworth Financial LP | 806 | $27.9K | 0.00% | −5−0.6% | Reduced |
| Principal Securities, Inc. | 888 | $29.5K | 0.00% | +66+8.0% | Added |
| Harbor Investment Advisory, LLC | 1,467 | $48.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,572 | $52.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,326 | $52.9K | 0.00% | +183+16.0% | Added |
| Sit Investment Associates Inc | 1,800 | $60.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,201 | $73.2K | 0.00% | +2,056+1,417.9% | Added |
| Huntington National Bank | 2,345 | $78.0K | 0.00% | +831+54.9% | Added |
| KBC Group NV | 2,365 | $79.0K | 0.00% | +571+31.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,426 | $80.7K | 0.00% | +2,175+866.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,132 | $104.0K | 0.00% | +1,490+90.7% | Added |
| Globeflex Capital L P | 3,132 | $104.1K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,200 | $106.4K | 0.06% | +1,300+68.4% | Added |
| Advisor Group Holdings, Inc. | 5,261 | $174.9K | 0.00% | +378+7.7% | Added |
| EMC Capital Management | 6,102 | $203.0K | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,318 | $210.1K | 0.01% | −451−6.7% | Reduced |
| Algert Global LLC | 6,591 | $219.2K | 0.01% | +6,591 | New |
| LPL Financial LLC | 7,148 | $237.7K | 0.00% | −386−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $244.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,422 | $246.8K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,621 | $253.4K | 0.11% | +7,621 | New |
| Allspring Global Investments Holdings, LLC | 7,717 | $256.6K | 0.00% | −5,068−39.6% | Reduced |
| Verition Fund Management LLC | 8,088 | $268.9K | 0.00% | +8,088 | New |
| HRT Financial LP | 8,112 | $269.0K | 0.00% | +2,780+52.1% | Added |
| Bridges Investment Management Inc | 8,407 | $279.5K | 0.00% | +8,407 | New |
| Mariner, LLC | 8,657 | $287.9K | 0.00% | +656+8.2% | Added |
| Smith Group Asset Management, LLC | 8,898 | $295.9K | 0.03% | +51+0.6% | Added |
| Balyasny Asset Management LLC | 9,171 | $304.9K | 0.00% | +9,171 | New |
| Nicolet Bankshares Inc | 9,250 | $307.6K | 0.08% | −385−4.0% | Reduced |
| HSBC Holdings PLC | 9,215 | $308.2K | 0.00% | −627−6.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,624 | $320.0K | 0.00% | −24−0.2% | Reduced |
| Paragon Private Wealth Management, LLC | 9,968 | $331.4K | 0.19% | −373−3.6% | Reduced |
| Oppenheimer Asset Management Inc. | 10,042 | $333.9K | 0.00% | +860+9.4% | Added |
| ProShare Advisors LLC | 10,045 | $334.0K | 0.00% | −3,118−23.7% | Reduced |
| XTX Topco Ltd | 10,172 | $338.2K | 0.03% | +10,172 | New |
| Vestcor Inc | 10,545 | $351.0K | 0.01% | +10,545 | New |
| Mutual of America Capital Management LLC | 10,587 | $352.0K | 0.00% | −548−4.9% | Reduced |
| Occudo Quantitative Strategies LP | 10,600 | $352.4K | 0.06% | +10,600 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,805 | $359.7K | 0.00% | −39,967−78.7% | Reduced |
| EntryPoint Capital, LLC | 10,855 | $360.9K | 0.17% | +8,094+293.2% | Added |
| Equitable Trust Co | 10,956 | $364.3K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,200 | $372.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,292 | $375.5K | 0.02% | +11,292 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,371 | $378.1K | 0.00% | −13,638−54.5% | Reduced |
| Keybank National Association | 11,600 | $385.7K | 0.00% | +1,800+18.4% | Added |
| Cetera Investment Advisers | 11,952 | $397.4K | 0.00% | −1,788−13.0% | Reduced |
| Everence Capital Management Inc | 10,810 | $406.0K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,244 | $407.0K | 0.00% | +171+1.4% | Added |