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, Q2 2025
Institutional positions in EVERTEC, Inc. as of Jun 30, 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
- 266
- +15 vs. Q1 2025
- Shares held
- 63.9M
- +492.6K (+0.8%) vs. Q1 2025
- Total value
- $2.31B
- −$27.6M (−1.2%) vs. Q1 2025
- New holders
- 39
- 93 more added
- Sold out
- 24
- 99 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1 | $37 | 0.00% | −20−95.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 2 | $72 | 0.00% | −7−77.8% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $72 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $109 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $180 | 0.00% | −30−85.7% | Reduced |
| Abound Wealth Management | 5 | $181 | 0.00% | −1−16.7% | Reduced |
| Larson Financial Group LLC | 7 | $252 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 11 | $397 | 0.00% | +11 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $504 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $541 | 0.00% | −16−51.6% | Reduced |
| SJS Investment Consulting Inc. | 32 | $1.16K | 0.00% | +28+700.0% | Added |
| Signaturefd, LLC | 35 | $1.26K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $1.41K | 0.00% | +39 | New |
| Farmers & Merchants Investments Inc | 40 | $1.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 43 | $1.55K | 0.00% | +43 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $1.55K | 0.00% | +43 | New |
| Massmutual Trust Co FSB | 47 | $1.69K | 0.00% | −24−33.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 48 | $1.73K | 0.00% | −86−64.2% | Reduced |
| Assetmark, Inc | 52 | $1.88K | 0.00% | −42−44.7% | Reduced |
| Covestor Ltd | 44 | $2.00K | 0.00% | +40+1,000.0% | Added |
| Frazier Financial Advisors, LLC | 56 | $2.02K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 62 | $2.23K | 0.00% | −121−66.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 69 | $2.49K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 75 | $2.70K | 0.00% | +75 | New |
| Hantz Financial Services, Inc. | 77 | $3.00K | 0.00% | +63+450.0% | Added |
| Skopos Labs, Inc. | 103 | $3.71K | 0.00% | −172−62.5% | Reduced |
| LRI Investments, LLC | 115 | $4.15K | 0.00% | +33+40.2% | Added |
| Rothschild Investment LLC | 125 | $4.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 129 | $4.65K | 0.00% | −83−39.2% | Reduced |
| SRS Capital Advisors, Inc. | 130 | $4.69K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 144 | $5.19K | 0.00% | +89+161.8% | Added |
| Sterling Capital Management LLC | 153 | $5.52K | 0.00% | +87+131.8% | Added |
| Solstein Capital, LLC | 158 | $5.70K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 169 | $6.07K | 0.00% | −23−12.0% | Reduced |
| Quarry LP | 170 | $6.13K | 0.00% | +170 | New |
| Twin Peaks Wealth Advisors, LLC | 184 | $6.71K | 0.00% | +184 | New |
| Farther Finance Advisors, LLC | 258 | $9.30K | 0.00% | +164+174.5% | Added |
| Clearstead Advisors, LLC | 288 | $10.4K | 0.00% | +288 | New |
| Richardson Financial Services Inc. | 328 | $12.1K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 350 | $12.6K | 0.00% | −34−8.9% | Reduced |
| Harvest Fund Management Co., Ltd | 354 | $13.0K | 0.00% | −1,835−83.8% | Reduced |
| N.E.W. Advisory Services LLC | 365 | $13.2K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 384 | $13.8K | 0.00% | +384 | New |
| US Bancorp | 390 | $14.1K | 0.00% | −92−19.1% | Reduced |
| Danske Bank A/S | 400 | $14.4K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 401 | $14.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 422 | $15.2K | 0.00% | −24−5.4% | Reduced |
| J.Safra Asset Management Corp | 425 | $15.3K | 0.00% | −179−29.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 511 | $18.0K | 0.00% | +511 | New |
| First Horizon Advisors, Inc. | 544 | $19.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 599 | $21.6K | 0.00% | +204+51.6% | Added |
| Global Retirement Partners, LLC | 654 | $23.6K | 0.00% | +654 | New |
| USA Financial Portformulas Corp | 715 | $25.8K | 0.00% | +715 | New |
| Nisa Investment Advisors, LLC | 834 | $30.1K | 0.00% | −17−2.0% | Reduced |
| Opal Wealth Advisors, LLC | 882 | $31.8K | 0.01% | +233+35.9% | Added |
| Harbor Investment Advisory, LLC | 963 | $34.7K | 0.00% | −504−34.4% | Reduced |
| Public Employees Retirement System of Ohio | 971 | $35.0K | 0.00% | −37−3.7% | Reduced |
| Jones Financial Companies LLLP | 1,035 | $37.2K | 0.00% | +517+99.8% | Added |
| Smartleaf Asset Management LLC | 1,279 | $45.9K | 0.00% | +213+20.0% | Added |
| Principal Securities, Inc. | 1,353 | $48.8K | 0.00% | +276+25.6% | Added |
| Parkside Financial Bank & Trust | 1,355 | $48.8K | 0.01% | +1,121+479.1% | Added |
| Fifth Third Bancorp | 1,478 | $53.3K | 0.00% | −221−13.0% | Reduced |
| Vestcor Inc | 1,759 | $63.0K | 0.00% | +1,759 | New |
| CWM, LLC | 1,762 | $64.0K | 0.00% | −282−13.8% | Reduced |
| EMC Capital Management | 1,938 | $70.0K | 0.04% | −4,164−68.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,958 | $70.6K | 0.00% | +436+28.6% | Added |
| EverSource Wealth Advisors, LLC | 1,996 | $72.0K | 0.00% | +1,926+2,751.4% | Added |
| TD Private Client Wealth LLC | 2,139 | $77.1K | 0.00% | +284+15.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,234 | $80.5K | 0.00% | +59+2.7% | Added |
| Huntington National Bank | 2,241 | $80.8K | 0.00% | −76−3.3% | Reduced |
| KBC Group NV | 2,300 | $83.0K | 0.00% | −888−27.9% | Reduced |
| Shell Asset Management Co | 3,015 | $109.0K | 0.00% | −329−9.8% | Reduced |
| Quantinno Capital Management LP | 5,773 | $208.1K | 0.00% | +5,773 | New |
| Sherbrooke Park Advisers LLC | 5,973 | $215.3K | 0.09% | −2,529−29.7% | Reduced |
| Oppenheimer Asset Management Inc. | 6,002 | $216.4K | 0.00% | −2,825−32.0% | Reduced |
| MML Investors Services, LLC | 6,215 | $224.0K | 0.00% | +6,215 | New |
| Ameritas Investment Partners, Inc. | 6,444 | $232.3K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 6,509 | $234.6K | 0.05% | +6,509 | New |
| Institute for Wealth Management, LLC. | 6,576 | $237.1K | 0.03% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 6,621 | $238.7K | 0.11% | +6,621 | New |
| Wealth Alliance | 6,623 | $238.8K | 0.03% | +951+16.8% | Added |
| Truist Financial Corp | 7,019 | $253.0K | 0.00% | −214−3.0% | Reduced |
| Everence Capital Management Inc | 7,140 | $257.0K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,281 | $262.5K | 0.00% | +782+12.0% | Added |
| Public Employees Retirement Association of Colorado | 7,337 | $264.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,415 | $267.3K | 0.01% | +5,860+376.8% | Added |
| Petrus Trust Company, LTA | 7,900 | $284.8K | 0.03% | +7,900 | New |
| CIBC World Markets Corp | 7,931 | $285.9K | 0.00% | −6,203−43.9% | Reduced |
| Crestwood Advisors Group LLC | 8,044 | $290.0K | 0.01% | +8,044 | New |
| IFP Advisors, Inc | 8,034 | $293.9K | 0.01% | +1,541+23.7% | Added |
| Mutual of America Capital Management LLC | 8,172 | $294.6K | 0.00% | −1,092−11.8% | Reduced |
| Fox Run Management, L.L.C. | 8,306 | $299.4K | 0.05% | −5,212−38.6% | Reduced |
| Lido Advisors, LLC | 8,383 | $302.2K | 0.00% | +8,383 | New |
| Bridges Investment Management Inc | 8,538 | $307.8K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,870 | $319.8K | 0.00% | +192+2.2% | Added |
| Mariner, LLC | 8,909 | $321.2K | 0.00% | −1,589−15.1% | Reduced |
| Keybank National Association | 8,989 | $324.1K | 0.00% | −1,587−15.0% | Reduced |
| Equitable Trust Co | 9,155 | $330.0K | 0.02% | +295+3.3% | Added |
| Asset Management One Co.,Ltd. | 9,643 | $347.6K | 0.00% | +9,643 | New |