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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.

Institutional holdersQ2 2024: 244 institutions
Q1 2021: 217 institutionsQ2 2021: 226 institutionsQ3 2021: 233 institutionsQ4 2021: 254 institutionsQ1 2022: 245 institutionsQ2 2022: 239 institutionsQ3 2022: 250 institutionsQ4 2022: 250 institutionsQ1 2023: 249 institutionsQ2 2023: 236 institutionsQ3 2023: 254 institutionsQ4 2023: 264 institutionsQ1 2024: 259 institutionsQ2 2024: 244 institutionsQ3 2024: 248 institutionsQ4 2024: 247 institutionsQ1 2025: 253 institutionsQ2 2025: 266 institutionsQ3 2025: 270 institutionsQ4 2025: 268 institutionsQ1 2026: 262 institutionsQ2 2026: 254 institutions
Value heldQ2 2024: $2.15B
Q1 2021: $2.16BQ2 2021: $2.54BQ3 2021: $2.69BQ4 2021: $2.99BQ1 2022: $2.43BQ2 2022: $2.18BQ3 2022: $2.02BQ4 2022: $2.05BQ1 2023: $2.13BQ2 2023: $2.32BQ3 2023: $2.38BQ4 2023: $2.66BQ1 2024: $2.63BQ2 2024: $2.15BQ3 2024: $2.19BQ4 2024: $2.25BQ1 2025: $2.34BQ2 2025: $2.31BQ3 2025: $2.14BQ4 2025: $1.79BQ1 2026: $1.75BQ2 2026: $1.69B
Institutions holding EVTC and their total value by quarter
QuarterHoldersValue
Q2 2026254$1.69B
Q1 2026262$1.75B
Q4 2025268$1.79B
Q3 2025270$2.14B
Q2 2025266$2.31B
Q1 2025253$2.34B
Q4 2024247$2.25B
Q3 2024248$2.19B
Q2 2024244$2.15B
Q1 2024259$2.63B
Q4 2023264$2.66B
Q3 2023254$2.38B
Q2 2023236$2.32B
Q1 2023249$2.13B
Q4 2022250$2.05B
Q3 2022250$2.02B
Q2 2022239$2.18B
Q1 2022245$2.43B
Q4 2021254$2.99B
Q3 2021233$2.69B
Q2 2021226$2.54B
Q1 2021217$2.16B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2024.

Institutions holding EVTC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GAMMA Investing LLC460$15.3K0.00%−24−5.0%Reduced
Y.D. More Investments Ltd442$14.7K0.00%−93−17.4%Reduced
Kimelman & Baird, LLC401$13.3K0.00%+401New
Frazier Financial Advisors, LLC394$13.1K0.01%00.0%Unchanged
Advisors Asset Management, Inc.359$11.9K0.00%+359New
GPS Wealth Strategies Group, LLC323$10.8K0.00%00.0%Unchanged
Parkside Financial Bank & Trust317$10.5K0.00%00.0%Unchanged
Private Trust Co NA305$10.1K0.00%00.0%Unchanged
Aquatic Capital Management LLC300$9.97K0.00%+300New
Richardson Financial Services Inc.229$7.61K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC185$6.15K0.00%00.0%Unchanged
National Bank of Canada180$5.91K0.00%00.0%Unchanged
Solstein Capital, LLC158$5.25K0.00%00.0%Unchanged
Global Retirement Partners, LLC119$3.96K0.00%+5+4.4%Added
SRS Capital Advisors, Inc.95$3.16K0.00%+15+18.8%Added
Eagle Bay Advisors LLC87$2.89K0.00%00.0%Unchanged
LRI Investments, LLC82$2.73K0.00%+82New
Westside Investment Management, Inc.72$2.39K0.00%+72New
Signaturefd, LLC67$2.23K0.00%−16−19.3%Reduced
LGT Financial Advisors LLC63$2.10K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC60$2.00K0.00%+60New
Fairman Group, LLC51$1.70K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC49$1.63K0.00%−58−54.2%Reduced
Farmers & Merchants Investments Inc48$1.60K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC46$1.53K0.00%+46New
Massmutual Trust Co FSB44$1.46K0.00%−6−12.0%Reduced
Farther Finance Advisors, LLC43$1.41K0.00%+5+13.2%Added
Umb Bank N A33$1.10K0.00%+9+37.5%Added
EverSource Wealth Advisors, LLC30$1.03K0.00%−8−21.1%Reduced
Private Wealth Management Group, LLC31$1.03K0.00%00.0%Unchanged
J.Safra Asset Management Corp25$8310.00%+25New
JFS Wealth Advisors, LLC23$7650.00%00.0%Unchanged
TD Waterhouse Canada Inc.23$7600.00%+23New
Proequities, Inc.21$6980.00%00.0%Unchanged
Quadrant Capital Group LLC16$5320.00%−11−40.7%Reduced
Continuum Advisory, LLC15$4990.00%00.0%Unchanged
Abound Wealth Management13$4330.00%00.0%Unchanged
Rothschild Investment LLC10$3330.00%+5+100.0%Added
Wetzel Investment Advisors, Inc.8$3190.00%00.0%Unchanged
CIBC Private Wealth Group, LLC5$1640.00%00.0%Unchanged
SJS Investment Consulting Inc.4$1330.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.4$1330.00%00.0%Unchanged
TFC Financial Management1$340.00%+1New
Covestor Ltd3$00.00%−229−98.7%Reduced
Sunriver Management LLC0$00.00%−879,617−100.0%Sold out
One Fin Capital Management LP0$00.00%−350,000−100.0%Sold out
Schroder Investment Management Group0$00.00%−281,685−100.0%Sold out
Nordea Investment Management AB0$00.00%−217,123−100.0%Sold out
CenterBook Partners LP0$00.00%−209,683−100.0%Sold out
Eagle Asset Management Inc0$00.00%−191,947−100.0%Sold out
Texas Permanent School Fund0$00.00%−56,564−100.0%Sold out
TD Asset Management Inc0$00.00%−53,759−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−51,103−100.0%Sold out
Capital International Sarl0$00.00%−44,168−100.0%Sold out
American International Group, Inc.0$00.00%−35,223−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−27,646−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−21,755−100.0%Sold out
Zacks Investment Management0$00.00%−14,200−100.0%Sold out
Riverwater Partners LLC0$00.00%−13,688−100.0%Sold out
Federated Hermes, Inc.0$00.00%−12,659−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−12,500−100.0%Sold out
Lazard Asset Management LLC0$00.00%−12,470−100.0%Sold out
Resona Asset Management Co.,Ltd.0$00.00%−10,358−100.0%Sold out
New York Life Investment Management LLC0$00.00%−9,291−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−7,438−100.0%Sold out
Vident Advisory, LLC0$00.00%−7,323−100.0%Sold out
Wealth Alliance0$00.00%−6,892−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−6,545−100.0%Sold out
AlphaQ Advisors LLC0$00.00%−6,366−100.0%Sold out
AQR Capital Management LLC0$00.00%−6,346−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−5,917−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−5,754−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−5,145−100.0%Sold out
SG Americas Securities, LLC0$00.00%−4,049−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−3,388−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−1,633−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−332−100.0%Sold out
Fernwood Investment Management, LLC0$00.00%−311−100.0%Sold out
Versant Capital Management, Inc0$00.00%−275−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−121−100.0%Sold out
Colonial Trust Advisors0$00.00%−114−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−108−100.0%Sold out
Mather Group, LLC.0$00.00%−92−100.0%Sold out
Sofos Investments, Inc.0$00.00%−70−100.0%Sold out
Bessemer Group Inc0$00.00%−56−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−34−100.0%Sold out
WealthCollab, LLC0$00.00%−23−100.0%Sold out
TD Capital Management LLC0$00.00%−3−100.0%Sold out
Ziegler Capital Management, LLC––––Not filed
Credit Suisse AG––––Not filed
Shell Asset Management Co––––Not filed