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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 9,602 | $331.6K | 0.00% | −556−5.5% | Reduced |
| Verition Fund Management LLC | 9,615 | $332.0K | 0.00% | +9,615 | New |
| Mutual of America Capital Management LLC | 9,637 | $332.8K | 0.00% | +14+0.1% | Added |
| Equitable Trust Co | 9,889 | $341.5K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,145 | $350.3K | 0.00% | −24,075−70.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,251 | $354.0K | 0.03% | −353−3.3% | Reduced |
| Keybank National Association | 10,565 | $364.8K | 0.00% | −494−4.5% | Reduced |
| Cetera Investment Advisers | 10,645 | $367.6K | 0.00% | +690+6.9% | Added |
| Mackenzie Financial Corp | 10,667 | $368.3K | 0.00% | +10,667 | New |
| Bank of Montreal | 11,970 | $413.3K | 0.00% | +1,409+13.3% | Added |
| Nebula Research & Development LLC | 13,424 | $463.5K | 0.05% | −19,257−58.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,581 | $469.0K | 0.00% | −94−0.7% | Reduced |
| GWM Advisors LLC | 13,676 | $472.2K | 0.00% | −1,058−7.2% | Reduced |
| KLP Kapitalforvaltning AS | 13,700 | $473.1K | 0.00% | +13,700 | New |
| Police & Firemen's Retirement System of New Jersey | 13,725 | $473.9K | 0.00% | +13,725 | New |
| State of Wisconsin Investment Board | 13,902 | $480.0K | 0.00% | −6,898−33.2% | Reduced |
| Handelsbanken Fonder AB | 14,900 | $514.0K | 0.00% | +2,000+15.5% | Added |
| Oregon Public Employees Retirement Fund | 14,960 | $516.6K | 0.01% | −100−0.7% | Reduced |
| Smith Group Asset Management, LLC | 15,428 | $532.7K | 0.04% | +4,416+40.1% | Added |
| JLB & Associates Inc | 16,150 | $557.7K | 0.08% | −3,224−16.6% | Reduced |
| Freestone Grove Partners LP | 16,372 | $565.3K | 0.01% | +16,372 | New |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $585.5K | 0.19% | 00.0% | Unchanged |
| Legato Capital Management LLC | 17,611 | $608.1K | 0.08% | 00.0% | Unchanged |
| Arizona State Retirement System | 18,568 | $641.2K | 0.00% | +22+0.1% | Added |
| State Board of Administration of Florida Retirement System | 18,665 | $644.5K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,855 | $651.1K | 0.02% | +97+0.5% | Added |
| Amalgamated Bank | 18,890 | $652.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 19,160 | $661.6K | 0.00% | −21,290−52.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,294 | $666.2K | 0.00% | +2,826+17.2% | Added |
| ProShare Advisors LLC | 19,408 | $670.2K | 0.00% | +5,964+44.4% | Added |
| LPL Financial LLC | 21,091 | $728.3K | 0.00% | +12,696+151.2% | Added |
| Teachers Retirement System of the State of Kentucky | 21,442 | $740.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,605 | $746.0K | 0.02% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 22,784 | $787.0K | 0.04% | −2,048−8.2% | Reduced |
| Voya Investment Management LLC | 23,919 | $825.9K | 0.00% | −1,051−4.2% | Reduced |
| Yousif Capital Management, LLC | 24,172 | $834.7K | 0.01% | −786−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 24,299 | $839.0K | 0.00% | −98−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25,239 | $871.5K | 0.03% | −2,073−7.6% | Reduced |
| Millennium Management LLC | 25,283 | $873.0K | 0.00% | −45,073−64.1% | Reduced |
| Russell Investments Group, Ltd. | 26,009 | $898.1K | 0.00% | −6,327−19.6% | Reduced |
| Ensign Peak Advisors, Inc | 26,360 | $910.2K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 27,662 | $955.2K | 0.00% | +27,662 | New |
| Manufacturers Life Insurance Company, The | 28,044 | $968.4K | 0.00% | −1,465−5.0% | Reduced |
| HighTower Advisors, LLC | 29,623 | $1.02M | 0.00% | −2,820−8.7% | Reduced |
| SG Americas Securities, LLC | 30,269 | $1.04M | 0.00% | +2,790+10.2% | Added |
| Louisiana State Employees Retirement System | 30,800 | $1.06M | 0.02% | −100−0.3% | Reduced |
| Janus Henderson Group PLC | 32,362 | $1.12M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 32,838 | $1.13M | 0.00% | −704−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 34,190 | $1.18M | 0.02% | −677−1.9% | Reduced |
| Royal Bank of Canada | 34,291 | $1.18M | 0.00% | −9,896−22.4% | Reduced |
| Corebridge Financial, Inc. | 34,306 | $1.18M | 0.01% | −2,691−7.3% | Reduced |
| Jump Financial, LLC | 34,409 | $1.19M | 0.02% | +1,384+4.2% | Added |
| Willis Investment Counsel | 34,602 | $1.19M | 0.08% | +9,482+37.7% | Added |
| Citadel Advisors LLC | 35,275 | $1.22M | 0.00% | −125,064−78.0% | Reduced |
| State of Alaska, Department of Revenue | 36,154 | $1.25M | 0.01% | −356−1.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,693 | $1.27M | 0.00% | +1,393+3.9% | Added |
| Davenport & Co LLC | 37,381 | $1.29M | 0.01% | −7,170−16.1% | Reduced |
| Zacks Investment Management | 37,979 | $1.31M | 0.01% | +858+2.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 38,750 | $1.34M | 0.09% | −1,250−3.1% | Reduced |
| MetLife Investment Management | 39,208 | $1.35M | 0.01% | +2,148+5.8% | Added |
| CI Private Wealth, LLC | 39,893 | $1.38M | 0.00% | +933+2.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $1.38M | 0.61% | +20,000+100.0% | Added |
| New York State Teachers Retirement System | 41,744 | $1.44M | 0.00% | −200−0.5% | Reduced |
| Amundi | 43,416 | $1.46M | 0.00% | +19,693+83.0% | Added |
| QSV Equity Investors LLC | 42,296 | $1.46M | 1.40% | +101+0.2% | Added |
| Creative Planning | 44,795 | $1.55M | 0.00% | +214+0.5% | Added |
| Jane Street Group, LLC | 46,981 | $1.62M | 0.00% | −41,841−47.1% | Reduced |
| First Trust Advisors LP | 47,598 | $1.64M | 0.00% | +30,705+181.8% | Added |
| Thrivent Financial for Lutherans | 49,170 | $1.70M | 0.00% | −1,072−2.1% | Reduced |
| Redwood Investments, LLC | 52,930 | $1.83M | 0.49% | +190.0% | Added |
| Deutsche Bank AG | 58,404 | $2.02M | 0.00% | −60,712−51.0% | Reduced |
| State of New Jersey Common Pension Fund D | 58,866 | $2.03M | 0.01% | −204−0.3% | Reduced |
| California State Teachers Retirement System | 59,878 | $2.07M | 0.00% | −1,059−1.7% | Reduced |
| Polaris Capital Management, LLC | 60,500 | $2.09M | 0.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 61,747 | $2.13M | 0.04% | −1,849−2.9% | Reduced |
| Prudential Financial Inc | 64,377 | $2.22M | 0.00% | −10,380−13.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 64,443 | $2.23M | 0.04% | +64,443 | New |
| Susquehanna International Group, LLP | 65,071 | $2.25M | 0.00% | +14,191+27.9% | Added |
| Sapience Investments, LLC | 65,669 | $2.27M | 1.32% | −10,800−14.1% | Reduced |
| Bridge City Capital, LLC | 68,784 | $2.38M | 0.63% | +601+0.9% | Added |
| F/M Investments LLC | 71,219 | $2.46M | 0.09% | −121,054−63.0% | Reduced |
| Aristides Capital LLC | 72,689 | $2.51M | 0.78% | +30,270+71.4% | Added |
| Great West Life Assurance Co | 76,346 | $2.63M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 76,685 | $2.65M | 0.00% | −2,660−3.4% | Reduced |
| UBS Asset Management Americas Inc | 85,875 | $2.97M | 0.00% | −101,875−54.3% | Reduced |
| ExodusPoint Capital Management, LP | 87,141 | $3.01M | 0.03% | −16,577−16.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 90,001 | $3.11M | 0.01% | +90,001 | New |
| Stifel Financial Corp | 92,147 | $3.18M | 0.00% | −6,619−6.7% | Reduced |
| Algert Global LLC | 97,183 | $3.36M | 0.08% | +5,842+6.4% | Added |
| Citigroup Inc | 97,227 | $3.36M | 0.00% | +9,544+10.9% | Added |
| Bank of America Corp | 106,789 | $3.69M | 0.00% | −46,071−30.1% | Reduced |
| Heartland Advisors Inc | 110,000 | $3.80M | 0.21% | 00.0% | Unchanged |
| Barclays PLC | 118,831 | $4.10M | 0.00% | +3,433+3.0% | Added |
| Two Sigma Advisers, LP | 121,500 | $4.20M | 0.01% | +60,200+98.2% | Added |
| Intech Investment Management LLC | 125,559 | $4.34M | 0.04% | +107,349+589.5% | Added |
| Swiss National Bank | 125,774 | $4.34M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 129,235 | $4.46M | 0.01% | +39,139+43.4% | Added |
| Keeley-Teton Advisors, LLC | 146,584 | $5.06M | 0.59% | +6,512+4.6% | Added |
| Raymond James Financial Inc | 155,105 | $5.36M | 0.00% | +155,105 | New |
| Public Sector Pension Investment Board | 158,485 | $5.47M | 0.02% | +22,775+16.8% | Added |