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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 851 | $31.3K | 0.00% | +53+6.6% | Added |
| Advisor Group Holdings, Inc. | 775 | $28.5K | 0.00% | −2,383−75.5% | Reduced |
| Opal Wealth Advisors, LLC | 649 | $23.9K | 0.01% | +649 | New |
| J.Safra Asset Management Corp | 604 | $22.2K | 0.00% | +145+31.6% | Added |
| First Horizon Advisors, Inc. | 544 | $20.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 518 | $19.0K | 0.00% | +32+6.6% | Added |
| US Bancorp | 482 | $17.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 446 | $16.4K | 0.00% | +205+85.1% | Added |
| Kimelman & Baird, LLC | 401 | $14.7K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 395 | $14.5K | 0.00% | +97+32.6% | Added |
| Advisors Asset Management, Inc. | 384 | $14.1K | 0.00% | +2+0.5% | Added |
| N.E.W. Advisory Services LLC | 365 | $13.4K | 0.00% | +365 | New |
| Richardson Financial Services Inc. | 328 | $12.1K | 0.01% | −2−0.6% | Reduced |
| Skopos Labs, Inc. | 275 | $10.1K | 0.00% | +275 | New |
| Parkside Financial Bank & Trust | 234 | $8.61K | 0.00% | +26+12.5% | Added |
| Y.D. More Investments Ltd | 192 | $7.21K | 0.00% | −30−13.5% | Reduced |
| Allworth Financial LP | 212 | $7.04K | 0.00% | −98−31.6% | Reduced |
| CIBC Private Wealth Group, LLC | 183 | $5.84K | 0.00% | +178+3,560.0% | Added |
| Solstein Capital, LLC | 158 | $5.81K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 151 | $5.55K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 130 | $5.00K | 0.00% | +1+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 134 | $4.94K | 0.00% | +26+24.1% | Added |
| SRS Capital Advisors, Inc. | 130 | $4.78K | 0.00% | +35+36.8% | Added |
| Rothschild Investment LLC | 125 | $4.60K | 0.00% | +45+56.3% | Added |
| Quadrant Capital Group LLC | 114 | $4.19K | 0.00% | −626−84.6% | Reduced |
| Farther Finance Advisors, LLC | 94 | $3.48K | 0.00% | +56+147.4% | Added |
| Assetmark, Inc | 94 | $3.46K | 0.00% | −20−17.5% | Reduced |
| LRI Investments, LLC | 82 | $3.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 71 | $2.61K | 0.00% | +9+14.5% | Added |
| EverSource Wealth Advisors, LLC | 70 | $2.57K | 0.00% | −15−17.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 69 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 66 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 58 | $2.13K | 0.00% | +58 | New |
| Frazier Financial Advisors, LLC | 56 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 55 | $2.02K | 0.00% | +55 | New |
| Continuum Advisory, LLC | 53 | $1.95K | 0.00% | +2+3.9% | Added |
| Boston Private Wealth LLC | 44 | $1.62K | 0.00% | +44 | New |
| Farmers & Merchants Investments Inc | 40 | $1.47K | 0.00% | −8−16.7% | Reduced |
| Signaturefd, LLC | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 35 | $1.29K | 0.00% | +30+600.0% | Added |
| Private Wealth Management Group, LLC | 31 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 21 | $773 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $514 | 0.00% | +14 | New |
| Perkins Coie Trust Co | 14 | $514 | 0.00% | +14 | New |
| Stephens Consulting, LLC | 10 | $368 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 9 | $331 | 0.00% | +9 | New |
| Abound Wealth Management | 6 | $221 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $148 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $111 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −504,370−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −87,141−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −49,170−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −22,784−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,160−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −16,956−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −16,372−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −13,424−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −10,667−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,653−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −7,531−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,222−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |