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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 32,362 | $1.12M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 30,800 | $1.06M | 0.02% | −100−0.3% | Reduced |
| SG Americas Securities, LLC | 30,269 | $1.04M | 0.00% | +2,790+10.2% | Added |
| HighTower Advisors, LLC | 29,623 | $1.02M | 0.00% | −2,820−8.7% | Reduced |
| Manufacturers Life Insurance Company, The | 28,044 | $968.4K | 0.00% | −1,465−5.0% | Reduced |
| Balyasny Asset Management LLC | 27,662 | $955.2K | 0.00% | +27,662 | New |
| Ensign Peak Advisors, Inc | 26,360 | $910.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 26,009 | $898.1K | 0.00% | −6,327−19.6% | Reduced |
| Millennium Management LLC | 25,283 | $873.0K | 0.00% | −45,073−64.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25,239 | $871.5K | 0.03% | −2,073−7.6% | Reduced |
| The PNC Financial Services Group, Inc. | 24,299 | $839.0K | 0.00% | −98−0.4% | Reduced |
| Yousif Capital Management, LLC | 24,172 | $834.7K | 0.01% | −786−3.1% | Reduced |
| Voya Investment Management LLC | 23,919 | $825.9K | 0.00% | −1,051−4.2% | Reduced |
| Main Management ETF Advisors, LLC | 22,784 | $787.0K | 0.04% | −2,048−8.2% | Reduced |
| Maryland State Retirement & Pension System | 21,605 | $746.0K | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,442 | $740.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 21,091 | $728.3K | 0.00% | +12,696+151.2% | Added |
| ProShare Advisors LLC | 19,408 | $670.2K | 0.00% | +5,964+44.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,294 | $666.2K | 0.00% | +2,826+17.2% | Added |
| Schonfeld Strategic Advisors LLC | 19,160 | $661.6K | 0.00% | −21,290−52.6% | Reduced |
| Amalgamated Bank | 18,890 | $652.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,855 | $651.1K | 0.02% | +97+0.5% | Added |
| State Board of Administration of Florida Retirement System | 18,665 | $644.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 18,568 | $641.2K | 0.00% | +22+0.1% | Added |
| Legato Capital Management LLC | 17,611 | $608.1K | 0.08% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $585.5K | 0.19% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 16,372 | $565.3K | 0.01% | +16,372 | New |
| JLB & Associates Inc | 16,150 | $557.7K | 0.08% | −3,224−16.6% | Reduced |
| Smith Group Asset Management, LLC | 15,428 | $532.7K | 0.04% | +4,416+40.1% | Added |
| Oregon Public Employees Retirement Fund | 14,960 | $516.6K | 0.01% | −100−0.7% | Reduced |
| Handelsbanken Fonder AB | 14,900 | $514.0K | 0.00% | +2,000+15.5% | Added |
| State of Wisconsin Investment Board | 13,902 | $480.0K | 0.00% | −6,898−33.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,725 | $473.9K | 0.00% | +13,725 | New |
| KLP Kapitalforvaltning AS | 13,700 | $473.1K | 0.00% | +13,700 | New |
| GWM Advisors LLC | 13,676 | $472.2K | 0.00% | −1,058−7.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,581 | $469.0K | 0.00% | −94−0.7% | Reduced |
| Nebula Research & Development LLC | 13,424 | $463.5K | 0.05% | −19,257−58.9% | Reduced |
| Bank of Montreal | 11,970 | $413.3K | 0.00% | +1,409+13.3% | Added |
| Mackenzie Financial Corp | 10,667 | $368.3K | 0.00% | +10,667 | New |
| Cetera Investment Advisers | 10,645 | $367.6K | 0.00% | +690+6.9% | Added |
| Keybank National Association | 10,565 | $364.8K | 0.00% | −494−4.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,251 | $354.0K | 0.03% | −353−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 10,145 | $350.3K | 0.00% | −24,075−70.4% | Reduced |
| Equitable Trust Co | 9,889 | $341.5K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,637 | $332.8K | 0.00% | +14+0.1% | Added |
| Verition Fund Management LLC | 9,615 | $332.0K | 0.00% | +9,615 | New |
| Oppenheimer Asset Management Inc. | 9,602 | $331.6K | 0.00% | −556−5.5% | Reduced |
| Atria Investments LLC | 9,564 | $330.2K | 0.00% | −1,496−13.5% | Reduced |
| HSBC Holdings PLC | 9,377 | $323.6K | 0.00% | −137−1.4% | Reduced |
| Bridges Investment Management Inc | 8,407 | $290.3K | 0.00% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 8,355 | $288.5K | 0.13% | −975−10.5% | Reduced |
| Mariner, LLC | 8,247 | $284.8K | 0.00% | −1,354−14.1% | Reduced |
| Aquatic Capital Management LLC | 8,140 | $281.1K | 0.01% | −14,060−63.3% | Reduced |
| State of Wyoming | 7,867 | $271.6K | 0.03% | +4,722+150.1% | Added |
| Holocene Advisors, LP | 7,653 | $264.3K | 0.00% | −53,686−87.5% | Reduced |
| Vident Advisory, LLC | 7,531 | $260.0K | 0.00% | +7,531 | New |
| HRT Financial LP | 7,501 | $259.0K | 0.00% | −31,101−80.6% | Reduced |
| Pictet Asset Management Holding SA | 7,422 | $256.3K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 7,356 | $254.0K | 0.00% | −1,109−13.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $253.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,222 | $249.4K | 0.01% | −42,193−85.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,200 | $248.6K | 0.00% | +16+0.2% | Added |
| Everence Capital Management Inc | 7,140 | $247.0K | 0.02% | −3,670−34.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,099 | $244.1K | 0.00% | −413−5.5% | Reduced |
| Truist Financial Corp | 6,849 | $236.5K | 0.00% | −983−12.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,747 | $233.0K | 0.01% | +429+6.8% | Added |
| Institute for Wealth Management, LLC. | 6,576 | $227.1K | 0.03% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 6,459 | $223.0K | 0.00% | −61,410−90.5% | Reduced |
| Sherbrooke Park Advisers LLC | 6,131 | $211.7K | 0.07% | −1,641−21.1% | Reduced |
| EMC Capital Management | 6,102 | $211.0K | 0.12% | −2,698−30.7% | Reduced |
| CIBC World Markets Corp | 6,035 | $208.4K | 0.00% | +6,035 | New |
| Bridgefront Capital, LLC | 5,973 | $206.2K | 0.07% | +5,973 | New |
| Vestcor Inc | 4,755 | $164.0K | 0.01% | −5,790−54.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,451 | $153.7K | 0.00% | −12,673−74.0% | Reduced |
| Shell Asset Management Co | 3,487 | $120.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,188 | $110.0K | 0.00% | +823+34.8% | Added |
| Advisor Group Holdings, Inc. | 3,158 | $109.0K | 0.00% | +172+5.8% | Added |
| Globeflex Capital L P | 3,132 | $108.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,286 | $78.9K | 0.00% | −50−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,279 | $78.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,215 | $76.0K | 0.00% | +1,123+102.8% | Added |
| Johnson Financial Group, Inc. | 1,665 | $54.1K | 0.00% | +1,665 | New |
| TD Private Client Wealth LLC | 1,555 | $53.7K | 0.00% | −17−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,467 | $50.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,193 | $40.9K | 0.00% | +794+199.0% | Added |
| Fifth Third Bancorp | 1,174 | $40.5K | 0.00% | +402+52.1% | Added |
| Ronald Blue Trust, Inc. | 1,093 | $37.7K | 0.00% | −291−21.0% | Reduced |
| Principal Securities, Inc. | 1,077 | $37.2K | 0.00% | +18+1.7% | Added |
| Public Employees Retirement System of Ohio | 897 | $31.0K | 0.00% | +70+8.5% | Added |
| Nisa Investment Advisors, LLC | 798 | $27.6K | 0.00% | +92+13.0% | Added |
| Quadrant Capital Group LLC | 740 | $25.6K | 0.00% | +724+4,525.0% | Added |
| First Horizon Advisors, Inc. | 544 | $18.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 486 | $16.8K | 0.00% | +388+395.9% | Added |
| US Bancorp | 482 | $16.6K | 0.00% | +1+0.2% | Added |
| J.Safra Asset Management Corp | 459 | $15.8K | 0.00% | +130+39.5% | Added |
| Kimelman & Baird, LLC | 401 | $13.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $13.8K | 0.00% | −41,235−99.0% | Reduced |
| Advisors Asset Management, Inc. | 382 | $13.2K | 0.00% | −2−0.5% | Reduced |
| UMA Financial Services, Inc. | 377 | $13.0K | 0.00% | +377 | New |
| Richardson Financial Services Inc. | 330 | $11.3K | 0.01% | +101+44.1% | Added |