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, Q3 2024
Institutional positions in EVERTEC, Inc. as of Sep 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
- 248
- +8 vs. Q2 2024
- Shares held
- 64.7M
- +9.68M (+17.6%) vs. Q2 2024
- Total value
- $2.19B
- +$363.4M (+19.9%) vs. Q2 2024
- New holders
- 32
- 66 more added
- Sold out
- 24
- 104 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $102 | 0.00% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $136 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 4 | $136 | 0.00% | +4 | New |
| CIBC Private Wealth Group, LLC | 5 | $169 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $169 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $204 | 0.00% | −7−53.8% | Reduced |
| Mendota Financial Group, LLC | 6 | $204 | 0.00% | +6 | New |
| Quadrant Capital Group LLC | 16 | $543 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 17 | $576 | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 21 | $712 | 0.00% | −2−8.7% | Reduced |
| Bessemer Group Inc | 35 | $1.00K | 0.00% | +35 | New |
| EverSource Wealth Advisors, LLC | 30 | $1.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $1.05K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 35 | $1.19K | 0.00% | −32−47.8% | Reduced |
| Farther Finance Advisors, LLC | 43 | $1.46K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $1.49K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 46 | $1.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.63K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 51 | $1.73K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 51 | $1.76K | 0.00% | +36+240.0% | Added |
| Frazier Financial Advisors, LLC | 56 | $1.90K | 0.00% | −338−85.8% | Reduced |
| FSC Wealth Advisors, LLC | 60 | $2.03K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $2.03K | 0.00% | +50+500.0% | Added |
| LGT Financial Advisors LLC | 63 | $2.13K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 66 | $2.24K | 0.00% | +66 | New |
| Anchor Investment Management, LLC | 69 | $2.34K | 0.00% | +69 | New |
| LRI Investments, LLC | 82 | $2.83K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 87 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 87 | $2.95K | 0.00% | +87 | New |
| SRS Capital Advisors, Inc. | 95 | $3.22K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 98 | $3.32K | 0.00% | +98 | New |
| Assetmark, Inc | 114 | $3.86K | 0.00% | −38,687−99.7% | Reduced |
| Venturi Wealth Management, LLC | 119 | $4.03K | 0.00% | −2,082−94.6% | Reduced |
| Global Retirement Partners, LLC | 143 | $4.85K | 0.00% | +24+20.2% | Added |
| Parkside Financial Bank & Trust | 152 | $5.15K | 0.00% | −165−52.1% | Reduced |
| Solstein Capital, LLC | 158 | $5.36K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 172 | $5.83K | 0.00% | −288−62.6% | Reduced |
| Y.D. More Investments Ltd | 222 | $7.34K | 0.00% | −220−49.8% | Reduced |
| Richardson Financial Services Inc. | 229 | $7.61K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 241 | $8.17K | 0.00% | +208+630.3% | Added |
| Private Trust Co NA | 305 | $10.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 324 | $11.0K | 0.00% | +1+0.3% | Added |
| J.Safra Asset Management Corp | 329 | $11.2K | 0.00% | +304+1,216.0% | Added |
| Brown Brothers Harriman & Co | 365 | $12.4K | 0.00% | +365 | New |
| Advisors Asset Management, Inc. | 384 | $13.0K | 0.00% | +25+7.0% | Added |
| Smartleaf Asset Management LLC | 399 | $13.5K | 0.00% | −69−14.7% | Reduced |
| Kimelman & Baird, LLC | 401 | $13.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 481 | $16.3K | 0.00% | −109−18.5% | Reduced |
| Allworth Financial LP | 486 | $16.5K | 0.00% | −320−39.7% | Reduced |
| First Horizon Advisors, Inc. | 544 | $18.4K | 0.00% | +10+1.9% | Added |
| Nisa Investment Advisors, LLC | 706 | $23.9K | 0.00% | −32−4.3% | Reduced |
| Fifth Third Bancorp | 772 | $26.2K | 0.00% | +233+43.2% | Added |
| Public Employees Retirement System of Ohio | 827 | $28.0K | 0.00% | +827 | New |
| Principal Securities, Inc. | 1,059 | $35.9K | 0.00% | +171+19.3% | Added |
| Golden State Equity Partners | 1,076 | $36.5K | 0.01% | +1,076 | New |
| CWM, LLC | 1,092 | $37.0K | 0.00% | +502+85.1% | Added |
| Ronald Blue Trust, Inc. | 1,384 | $46.0K | 0.00% | +58+4.4% | Added |
| Harbor Investment Advisory, LLC | 1,467 | $49.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,572 | $53.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,623 | $55.0K | 0.01% | +1,623 | New |
| Catalyst Funds Management Pty Ltd | 2,000 | $67.8K | 0.01% | +1,400+233.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,279 | $77.2K | 0.00% | −147−6.1% | Reduced |
| Huntington National Bank | 2,336 | $79.2K | 0.00% | −9−0.4% | Reduced |
| KBC Group NV | 2,365 | $80.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,986 | $101.2K | 0.00% | −2,275−43.2% | Reduced |
| Globeflex Capital L P | 3,132 | $106.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,145 | $106.6K | 0.02% | +3,145 | New |
| Shell Asset Management Co | 3,487 | $118.0K | 0.01% | +3,487 | New |
| nVerses Capital, LLC | 3,600 | $122.0K | 0.06% | +400+12.5% | Added |
| Nicolet Bankshares Inc | 6,025 | $204.2K | 0.05% | −3,225−34.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,318 | $214.1K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,576 | $222.9K | 0.03% | +6,576 | New |
| Allspring Global Investments Holdings, LLC | 7,184 | $243.5K | 0.00% | −533−6.9% | Reduced |
| Twinbeech Capital LP | 7,275 | $246.6K | 0.00% | +7,275 | New |
| Public Employees Retirement Association of Colorado | 7,337 | $249.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,422 | $251.5K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,512 | $255.3K | 0.00% | −3,293−30.5% | Reduced |
| Sherbrooke Park Advisers LLC | 7,772 | $263.4K | 0.06% | +7,772 | New |
| Truist Financial Corp | 7,832 | $265.4K | 0.00% | −5,507−41.3% | Reduced |
| Trexquant Investment LP | 7,955 | $269.6K | 0.00% | −8,223−50.8% | Reduced |
| LPL Financial LLC | 8,395 | $284.5K | 0.00% | +1,247+17.4% | Added |
| Bridges Investment Management Inc | 8,407 | $284.9K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 8,465 | $286.9K | 0.00% | −23,453−73.5% | Reduced |
| Paragon Private Wealth Management, LLC | 9,330 | $316.2K | 0.16% | −638−6.4% | Reduced |
| HSBC Holdings PLC | 9,514 | $323.8K | 0.00% | +299+3.2% | Added |
| Royce & Associates LP | 9,593 | $325.1K | 0.00% | −9,890−50.8% | Reduced |
| Mariner, LLC | 9,601 | $325.4K | 0.00% | +944+10.9% | Added |
| Mutual of America Capital Management LLC | 9,623 | $326.1K | 0.00% | −964−9.1% | Reduced |
| FORA Capital, LLC | 9,812 | $332.5K | 0.04% | +9,812 | New |
| Equitable Trust Co | 9,889 | $335.1K | 0.02% | −1,067−9.7% | Reduced |
| Cetera Investment Advisers | 9,955 | $337.4K | 0.00% | −1,997−16.7% | Reduced |
| Oppenheimer Asset Management Inc. | 10,158 | $344.3K | 0.00% | +116+1.2% | Added |
| Occudo Quantitative Strategies LP | 10,416 | $353.0K | 0.06% | −184−1.7% | Reduced |
| Vestcor Inc | 10,545 | $357.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 10,561 | $358.0K | 0.00% | −24,523−69.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,604 | $359.4K | 0.03% | −13,202−55.5% | Reduced |
| Everence Capital Management Inc | 10,810 | $366.0K | 0.02% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 11,012 | $373.2K | 0.03% | +2,114+23.8% | Added |
| Keybank National Association | 11,059 | $374.8K | 0.00% | −541−4.7% | Reduced |