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, Q4 2024
Institutional positions in EVERTEC, Inc. as of Dec 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
- 247
- 0 vs. Q3 2024
- Shares held
- 65.1M
- +514.3K (+0.8%) vs. Q3 2024
- Total value
- $2.25B
- +$58.9M (+2.7%) vs. Q3 2024
- New holders
- 26
- 81 more added
- Sold out
- 26
- 92 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Parkworth Wealth Management, Inc. | 2 | $69 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $104 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $139 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5 | $168 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $173 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $208 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $242 | 0.00% | 0 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $311 | 0.00% | +9 | New |
| Concord Wealth Partners | 17 | $587 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $726 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 25 | $863 | 0.00% | −26−51.0% | Reduced |
| Private Wealth Management Group, LLC | 31 | $1.07K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 35 | $1.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 38 | $1.31K | 0.00% | −5−11.6% | Reduced |
| Parallel Advisors, LLC | 44 | $1.52K | 0.00% | +44 | New |
| Coppell Advisory Solutions LLC | 46 | $1.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.66K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 51 | $1.76K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 56 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 57 | $1.97K | 0.00% | +57 | New |
| FSC Wealth Advisors, LLC | 60 | $2.07K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $2.14K | 0.00% | +18+40.9% | Added |
| LGT Financial Advisors LLC | 63 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 66 | $2.28K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 69 | $2.38K | 0.00% | +69 | New |
| High Note Wealth, LLC | 69 | $2.38K | 0.00% | +69 | New |
| Rothschild Investment LLC | 80 | $2.76K | 0.00% | +20+33.3% | Added |
| TD Capital Management LLC | 80 | $2.77K | 0.00% | +80 | New |
| LRI Investments, LLC | 82 | $2.84K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 85 | $2.94K | 0.00% | +55+183.3% | Added |
| Park Square Financial Group, LLC | 86 | $2.97K | 0.00% | +86 | New |
| Eagle Bay Advisors LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 95 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 108 | $3.73K | 0.00% | +21+24.1% | Added |
| Assetmark, Inc | 114 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 129 | $4.00K | 0.00% | +94+268.6% | Added |
| Venturi Wealth Management, LLC | 119 | $4.11K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 151 | $5.21K | 0.00% | +151 | New |
| Solstein Capital, LLC | 158 | $5.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 208 | $7.18K | 0.00% | +56+36.8% | Added |
| Y.D. More Investments Ltd | 222 | $7.67K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 240 | $8.29K | 0.00% | +97+67.8% | Added |
| Umb Bank N A | 241 | $8.32K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 310 | $9.99K | 0.00% | −176−36.2% | Reduced |
| GAMMA Investing LLC | 298 | $10.3K | 0.00% | +126+73.3% | Added |
| GPS Wealth Strategies Group, LLC | 324 | $11.2K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 330 | $11.3K | 0.01% | +101+44.1% | Added |
| UMA Financial Services, Inc. | 377 | $13.0K | 0.00% | +377 | New |
| Advisors Asset Management, Inc. | 382 | $13.2K | 0.00% | −2−0.5% | Reduced |
| Danske Bank A/S | 400 | $13.8K | 0.00% | −41,235−99.0% | Reduced |
| Kimelman & Baird, LLC | 401 | $13.8K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 459 | $15.8K | 0.00% | +130+39.5% | Added |
| US Bancorp | 482 | $16.6K | 0.00% | +1+0.2% | Added |
| Jones Financial Companies LLLP | 486 | $16.8K | 0.00% | +388+395.9% | Added |
| First Horizon Advisors, Inc. | 544 | $18.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 740 | $25.6K | 0.00% | +724+4,525.0% | Added |
| Nisa Investment Advisors, LLC | 798 | $27.6K | 0.00% | +92+13.0% | Added |
| Public Employees Retirement System of Ohio | 897 | $31.0K | 0.00% | +70+8.5% | Added |
| Principal Securities, Inc. | 1,077 | $37.2K | 0.00% | +18+1.7% | Added |
| Ronald Blue Trust, Inc. | 1,093 | $37.7K | 0.00% | −291−21.0% | Reduced |
| Fifth Third Bancorp | 1,174 | $40.5K | 0.00% | +402+52.1% | Added |
| Smartleaf Asset Management LLC | 1,193 | $40.9K | 0.00% | +794+199.0% | Added |
| Harbor Investment Advisory, LLC | 1,467 | $50.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,555 | $53.7K | 0.00% | −17−1.1% | Reduced |
| Johnson Financial Group, Inc. | 1,665 | $54.1K | 0.00% | +1,665 | New |
| CWM, LLC | 2,215 | $76.0K | 0.00% | +1,123+102.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,279 | $78.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,286 | $78.9K | 0.00% | −50−2.1% | Reduced |
| Globeflex Capital L P | 3,132 | $108.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,158 | $109.0K | 0.00% | +172+5.8% | Added |
| KBC Group NV | 3,188 | $110.0K | 0.00% | +823+34.8% | Added |
| Shell Asset Management Co | 3,487 | $120.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,451 | $153.7K | 0.00% | −12,673−74.0% | Reduced |
| Vestcor Inc | 4,755 | $164.0K | 0.01% | −5,790−54.9% | Reduced |
| Bridgefront Capital, LLC | 5,973 | $206.2K | 0.07% | +5,973 | New |
| CIBC World Markets Corp | 6,035 | $208.4K | 0.00% | +6,035 | New |
| EMC Capital Management | 6,102 | $211.0K | 0.12% | −2,698−30.7% | Reduced |
| Sherbrooke Park Advisers LLC | 6,131 | $211.7K | 0.07% | −1,641−21.1% | Reduced |
| Bridgewater Associates, LP | 6,459 | $223.0K | 0.00% | −61,410−90.5% | Reduced |
| Institute for Wealth Management, LLC. | 6,576 | $227.1K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,747 | $233.0K | 0.01% | +429+6.8% | Added |
| Truist Financial Corp | 6,849 | $236.5K | 0.00% | −983−12.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,099 | $244.1K | 0.00% | −413−5.5% | Reduced |
| Everence Capital Management Inc | 7,140 | $247.0K | 0.02% | −3,670−34.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,200 | $248.6K | 0.00% | +16+0.2% | Added |
| Quantbot Technologies LP | 7,222 | $249.4K | 0.01% | −42,193−85.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $253.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 7,356 | $254.0K | 0.00% | −1,109−13.1% | Reduced |
| Pictet Asset Management Holding SA | 7,422 | $256.3K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 7,501 | $259.0K | 0.00% | −31,101−80.6% | Reduced |
| Vident Advisory, LLC | 7,531 | $260.0K | 0.00% | +7,531 | New |
| Holocene Advisors, LP | 7,653 | $264.3K | 0.00% | −53,686−87.5% | Reduced |
| State of Wyoming | 7,867 | $271.6K | 0.03% | +4,722+150.1% | Added |
| Aquatic Capital Management LLC | 8,140 | $281.1K | 0.01% | −14,060−63.3% | Reduced |
| Mariner, LLC | 8,247 | $284.8K | 0.00% | −1,354−14.1% | Reduced |
| Paragon Private Wealth Management, LLC | 8,355 | $288.5K | 0.13% | −975−10.5% | Reduced |
| Bridges Investment Management Inc | 8,407 | $290.3K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,377 | $323.6K | 0.00% | −137−1.4% | Reduced |
| Atria Investments LLC | 9,564 | $330.2K | 0.00% | −1,496−13.5% | Reduced |