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, Q1 2025
Institutional positions in EVERTEC, Inc. as of Mar 31, 2025. 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
- 253
- +9 vs. Q4 2024
- Shares held
- 63.6M
- −1.23M (−1.9%) vs. Q4 2024
- Total value
- $2.34B
- +$100.1M (+4.5%) vs. Q4 2024
- New holders
- 36
- 83 more added
- Sold out
- 27
- 98 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $74 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $111 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $148 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $221 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9 | $331 | 0.00% | +9 | New |
| Stephens Consulting, LLC | 10 | $368 | 0.00% | +10 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $514 | 0.00% | +14 | New |
| Perkins Coie Trust Co | 14 | $514 | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 21 | $773 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Private Wealth Management Group, LLC | 31 | $1.14K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 35 | $1.29K | 0.00% | +30+600.0% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.47K | 0.00% | −8−16.7% | Reduced |
| Boston Private Wealth LLC | 44 | $1.62K | 0.00% | +44 | New |
| Continuum Advisory, LLC | 53 | $1.95K | 0.00% | +2+3.9% | Added |
| Bare Financial Services, Inc | 55 | $2.02K | 0.00% | +55 | New |
| Frazier Financial Advisors, LLC | 56 | $2.06K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 58 | $2.13K | 0.00% | +58 | New |
| Sterling Capital Management LLC | 66 | $2.43K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 69 | $2.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 70 | $2.57K | 0.00% | −15−17.6% | Reduced |
| Massmutual Trust Co FSB | 71 | $2.61K | 0.00% | +9+14.5% | Added |
| LRI Investments, LLC | 82 | $3.02K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 94 | $3.46K | 0.00% | −20−17.5% | Reduced |
| Farther Finance Advisors, LLC | 94 | $3.48K | 0.00% | +56+147.4% | Added |
| Quadrant Capital Group LLC | 114 | $4.19K | 0.00% | −626−84.6% | Reduced |
| Rothschild Investment LLC | 125 | $4.60K | 0.00% | +45+56.3% | Added |
| SRS Capital Advisors, Inc. | 130 | $4.78K | 0.00% | +35+36.8% | Added |
| Cullen/Frost Bankers, Inc. | 134 | $4.94K | 0.00% | +26+24.1% | Added |
| Bessemer Group Inc | 130 | $5.00K | 0.00% | +1+0.8% | Added |
| Transce3nd, LLC | 151 | $5.55K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $5.81K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 183 | $5.84K | 0.00% | +178+3,560.0% | Added |
| Allworth Financial LP | 212 | $7.04K | 0.00% | −98−31.6% | Reduced |
| Y.D. More Investments Ltd | 192 | $7.21K | 0.00% | −30−13.5% | Reduced |
| Parkside Financial Bank & Trust | 234 | $8.61K | 0.00% | +26+12.5% | Added |
| Skopos Labs, Inc. | 275 | $10.1K | 0.00% | +275 | New |
| Richardson Financial Services Inc. | 328 | $12.1K | 0.01% | −2−0.6% | Reduced |
| N.E.W. Advisory Services LLC | 365 | $13.4K | 0.00% | +365 | New |
| Advisors Asset Management, Inc. | 384 | $14.1K | 0.00% | +2+0.5% | Added |
| GAMMA Investing LLC | 395 | $14.5K | 0.00% | +97+32.6% | Added |
| Danske Bank A/S | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 401 | $14.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 446 | $16.4K | 0.00% | +205+85.1% | Added |
| US Bancorp | 482 | $17.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 518 | $19.0K | 0.00% | +32+6.6% | Added |
| First Horizon Advisors, Inc. | 544 | $20.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 604 | $22.2K | 0.00% | +145+31.6% | Added |
| Opal Wealth Advisors, LLC | 649 | $23.9K | 0.01% | +649 | New |
| Advisor Group Holdings, Inc. | 775 | $28.5K | 0.00% | −2,383−75.5% | Reduced |
| Nisa Investment Advisors, LLC | 851 | $31.3K | 0.00% | +53+6.6% | Added |
| Public Employees Retirement System of Ohio | 1,008 | $37.1K | 0.00% | +111+12.4% | Added |
| Principal Securities, Inc. | 1,077 | $37.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,066 | $39.1K | 0.00% | −127−10.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,467 | $53.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,522 | $56.0K | 0.00% | +429+39.2% | Added |
| Tower Research Capital LLC (TRC) | 1,555 | $57.2K | 0.00% | −2,896−65.1% | Reduced |
| Coldstream Capital Management Inc | 1,627 | $59.8K | 0.00% | +1,627 | New |
| Fifth Third Bancorp | 1,699 | $62.5K | 0.00% | +525+44.7% | Added |
| Johnson Financial Group, Inc. | 1,765 | $64.9K | 0.00% | +100+6.0% | Added |
| TD Private Client Wealth LLC | 1,855 | $68.2K | 0.00% | +300+19.3% | Added |
| CWM, LLC | 2,044 | $75.0K | 0.00% | −171−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,175 | $80.0K | 0.00% | −104−4.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,189 | $80.0K | 0.00% | +2,189 | New |
| Huntington National Bank | 2,317 | $85.2K | 0.00% | +31+1.4% | Added |
| Aster Capital Management (DIFC) Ltd | 2,506 | $93.6K | 0.02% | +2,506 | New |
| Globeflex Capital L P | 3,132 | $115.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,188 | $117.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,344 | $123.0K | 0.01% | −143−4.1% | Reduced |
| BNP Paribas Arbitrage, SA | 5,361 | $197.1K | 0.00% | −4,784−47.2% | Reduced |
| Bridgefront Capital, LLC | 5,621 | $206.7K | 0.06% | −352−5.9% | Reduced |
| Wealth Alliance | 5,672 | $208.6K | 0.03% | +5,672 | New |
| Jefferies Financial Group Inc. | 5,741 | $211.1K | 0.00% | +5,741 | New |
| Bridgewater Associates, LP | 6,063 | $222.9K | 0.00% | −396−6.1% | Reduced |
| EMC Capital Management | 6,102 | $224.0K | 0.13% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 6,421 | $236.1K | 0.11% | −1,934−23.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,444 | $236.9K | 0.01% | −303−4.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,499 | $238.2K | 0.00% | +6,499 | New |
| IFP Advisors, Inc | 6,493 | $239.3K | 0.01% | +6,493 | Added |
| Los Angeles Capital Management LLC | 6,510 | $239.4K | 0.00% | +6,510 | New |
| Institute for Wealth Management, LLC. | 6,576 | $241.8K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,709 | $246.7K | 0.00% | −7,193−51.7% | Reduced |
| AQR Capital Management LLC | 6,736 | $247.7K | 0.00% | +6,736 | New |
| Everence Capital Management Inc | 7,140 | $263.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 7,233 | $265.9K | 0.00% | +384+5.6% | Added |
| Blair William & Co | 7,329 | $269.5K | 0.00% | −27−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $270.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 8,023 | $295.0K | 0.09% | +8,023 | New |
| Sherbrooke Park Advisers LLC | 8,502 | $312.6K | 0.15% | +2,371+38.7% | Added |
| Bridges Investment Management Inc | 8,538 | $313.9K | 0.00% | +131+1.6% | Added |
| Pictet Asset Management Holding SA | 8,678 | $319.1K | 0.00% | +1,256+16.9% | Added |
| Oppenheimer Asset Management Inc. | 8,827 | $324.6K | 0.00% | −775−8.1% | Reduced |
| Equitable Trust Co | 8,860 | $325.8K | 0.02% | −1,029−10.4% | Reduced |
| XTX Topco Ltd | 9,009 | $331.3K | 0.02% | +9,009 | New |
| Mutual of America Capital Management LLC | 9,264 | $340.6K | 0.00% | −373−3.9% | Reduced |
| State of Wyoming | 9,797 | $360.2K | 0.05% | +1,930+24.5% | Added |
| Trexquant Investment LP | 10,331 | $379.9K | 0.00% | +10,331 | New |
| Bayesian Capital Management, LP | 10,400 | $382.4K | 0.06% | +10,400 | New |