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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, 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.

Institutional holdersQ3 2024: 248 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 heldQ3 2024: $2.19B
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, Q3 2024

Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2024.

Institutions holding EVTC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kimelman & Baird, LLC401$13.6K0.00%00.0%Unchanged
Smartleaf Asset Management LLC399$13.5K0.00%−69−14.7%Reduced
Advisors Asset Management, Inc.384$13.0K0.00%+25+7.0%Added
Brown Brothers Harriman & Co365$12.4K0.00%+365New
J.Safra Asset Management Corp329$11.2K0.00%+304+1,216.0%Added
GPS Wealth Strategies Group, LLC324$11.0K0.00%+1+0.3%Added
Private Trust Co NA305$10.3K0.00%00.0%Unchanged
Umb Bank N A241$8.17K0.00%+208+630.3%Added
Richardson Financial Services Inc.229$7.61K0.00%00.0%Unchanged
Y.D. More Investments Ltd222$7.34K0.00%−220−49.8%Reduced
GAMMA Investing LLC172$5.83K0.00%−288−62.6%Reduced
Solstein Capital, LLC158$5.36K0.00%00.0%Unchanged
Parkside Financial Bank & Trust152$5.15K0.00%−165−52.1%Reduced
Global Retirement Partners, LLC143$4.85K0.00%+24+20.2%Added
Venturi Wealth Management, LLC119$4.03K0.00%−2,082−94.6%Reduced
Assetmark, Inc114$3.86K0.00%−38,687−99.7%Reduced
Jones Financial Companies LLLP98$3.32K0.00%+98New
SRS Capital Advisors, Inc.95$3.22K0.00%00.0%Unchanged
Eagle Bay Advisors LLC87$2.95K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.87$2.95K0.00%+87New
LRI Investments, LLC82$2.83K0.00%00.0%Unchanged
Anchor Investment Management, LLC69$2.34K0.00%+69New
Sterling Capital Management LLC66$2.24K0.00%+66New
LGT Financial Advisors LLC63$2.13K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC60$2.03K0.00%00.0%Unchanged
Rothschild Investment LLC60$2.03K0.00%+50+500.0%Added
Frazier Financial Advisors, LLC56$1.90K0.00%−338−85.8%Reduced
Continuum Advisory, LLC51$1.76K0.00%+36+240.0%Added
Fairman Group, LLC51$1.73K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc48$1.63K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC46$1.56K0.00%00.0%Unchanged
Massmutual Trust Co FSB44$1.49K0.00%00.0%Unchanged
Farther Finance Advisors, LLC43$1.46K0.00%00.0%Unchanged
Signaturefd, LLC35$1.19K0.00%−32−47.8%Reduced
Private Wealth Management Group, LLC31$1.05K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC30$1.02K0.00%00.0%Unchanged
Bessemer Group Inc35$1.00K0.00%+35New
JFS Wealth Advisors, LLC21$7120.00%−2−8.7%Reduced
Concord Wealth Partners17$5760.00%+17New
Quadrant Capital Group LLC16$5430.00%00.0%Unchanged
Abound Wealth Management6$2040.00%−7−53.8%Reduced
Mendota Financial Group, LLC6$2040.00%+6New
CIBC Private Wealth Group, LLC5$1690.00%00.0%Unchanged
AdvisorNet Financial, Inc5$1690.00%+5New
SJS Investment Consulting Inc.4$1360.00%00.0%Unchanged
Capital Performance Advisors LLP4$1360.00%+4New
DiNuzzo Private Wealth, Inc.3$1020.00%−1−25.0%Reduced
Covestor Ltd3$00.00%00.0%Unchanged
Proequities, Inc.0$00.00%−21−100.0%Sold out
Capital International Investors0$00.00%−1,404,514−100.0%Sold out
Bares Capital Management, Inc.0$00.00%−285,000−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−159,503−100.0%Sold out
Capital Group Private Client Services, Inc.0$00.00%−37,916−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−17,871−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−17,871−100.0%Sold out
MML Investors Services, LLC0$00.00%−17,775−100.0%Sold out
UniSuper Management Pty Ltd0$00.00%−14,156−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−12,244−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−11,371−100.0%Sold out
Centiva Capital, LP0$00.00%−11,292−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−9,624−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−9,171−100.0%Sold out
Verition Fund Management LLC0$00.00%−8,088−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−7,621−100.0%Sold out
Sit Investment Associates Inc0$00.00%−1,800−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−835−100.0%Sold out
National Bank of Canada0$00.00%−180−100.0%Sold out
Westside Investment Management, Inc.0$00.00%−72−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−49−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−23−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−8−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
BlackRock Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Institutional & Family Asset Management, LLC––––Not filed