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 |
|---|---|---|---|---|---|
| EMC Capital Management | 1,938 | $70.0K | 0.04% | −4,164−68.2% | Reduced |
| CWM, LLC | 1,762 | $64.0K | 0.00% | −282−13.8% | Reduced |
| Vestcor Inc | 1,759 | $63.0K | 0.00% | +1,759 | New |
| Fifth Third Bancorp | 1,478 | $53.3K | 0.00% | −221−13.0% | Reduced |
| Parkside Financial Bank & Trust | 1,355 | $48.8K | 0.01% | +1,121+479.1% | Added |
| Principal Securities, Inc. | 1,353 | $48.8K | 0.00% | +276+25.6% | Added |
| Smartleaf Asset Management LLC | 1,279 | $45.9K | 0.00% | +213+20.0% | Added |
| Jones Financial Companies LLLP | 1,035 | $37.2K | 0.00% | +517+99.8% | Added |
| Public Employees Retirement System of Ohio | 971 | $35.0K | 0.00% | −37−3.7% | Reduced |
| Harbor Investment Advisory, LLC | 963 | $34.7K | 0.00% | −504−34.4% | Reduced |
| Opal Wealth Advisors, LLC | 882 | $31.8K | 0.01% | +233+35.9% | Added |
| Nisa Investment Advisors, LLC | 834 | $30.1K | 0.00% | −17−2.0% | Reduced |
| USA Financial Portformulas Corp | 715 | $25.8K | 0.00% | +715 | New |
| Global Retirement Partners, LLC | 654 | $23.6K | 0.00% | +654 | New |
| GAMMA Investing LLC | 599 | $21.6K | 0.00% | +204+51.6% | Added |
| First Horizon Advisors, Inc. | 544 | $19.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 511 | $18.0K | 0.00% | +511 | New |
| J.Safra Asset Management Corp | 425 | $15.3K | 0.00% | −179−29.6% | Reduced |
| Umb Bank N A | 422 | $15.2K | 0.00% | −24−5.4% | Reduced |
| Kimelman & Baird, LLC | 401 | $14.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $14.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 390 | $14.1K | 0.00% | −92−19.1% | Reduced |
| Maseco LLP | 384 | $13.8K | 0.00% | +384 | New |
| N.E.W. Advisory Services LLC | 365 | $13.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 354 | $13.0K | 0.00% | −1,835−83.8% | Reduced |
| Advisors Asset Management, Inc. | 350 | $12.6K | 0.00% | −34−8.9% | Reduced |
| Richardson Financial Services Inc. | 328 | $12.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 288 | $10.4K | 0.00% | +288 | New |
| Farther Finance Advisors, LLC | 258 | $9.30K | 0.00% | +164+174.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 184 | $6.71K | 0.00% | +184 | New |
| Quarry LP | 170 | $6.13K | 0.00% | +170 | New |
| Y.D. More Investments Ltd | 169 | $6.07K | 0.00% | −23−12.0% | Reduced |
| Solstein Capital, LLC | 158 | $5.70K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 153 | $5.52K | 0.00% | +87+131.8% | Added |
| Bare Financial Services, Inc | 144 | $5.19K | 0.00% | +89+161.8% | Added |
| Bessemer Group Inc | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 130 | $4.69K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 129 | $4.65K | 0.00% | −83−39.2% | Reduced |
| Rothschild Investment LLC | 125 | $4.51K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 115 | $4.15K | 0.00% | +33+40.2% | Added |
| Skopos Labs, Inc. | 103 | $3.71K | 0.00% | −172−62.5% | Reduced |
| Hantz Financial Services, Inc. | 77 | $3.00K | 0.00% | +63+450.0% | Added |
| Park Square Financial Group, LLC | 75 | $2.70K | 0.00% | +75 | New |
| Steward Partners Investment Advisory, LLC | 69 | $2.49K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 62 | $2.23K | 0.00% | −121−66.1% | Reduced |
| Frazier Financial Advisors, LLC | 56 | $2.02K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 44 | $2.00K | 0.00% | +40+1,000.0% | Added |
| Assetmark, Inc | 52 | $1.88K | 0.00% | −42−44.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 48 | $1.73K | 0.00% | −86−64.2% | Reduced |
| Massmutual Trust Co FSB | 47 | $1.69K | 0.00% | −24−33.8% | Reduced |
| Atlantic Trust, LLC | 43 | $1.55K | 0.00% | +43 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $1.55K | 0.00% | +43 | New |
| Farmers & Merchants Investments Inc | 40 | $1.44K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $1.41K | 0.00% | +39 | New |
| Signaturefd, LLC | 35 | $1.26K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $1.16K | 0.00% | +28+700.0% | Added |
| Private Wealth Management Group, LLC | 15 | $541 | 0.00% | −16−51.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $504 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $397 | 0.00% | +11 | New |
| Larson Financial Group LLC | 7 | $252 | 0.00% | +7 | New |
| Abound Wealth Management | 5 | $181 | 0.00% | −1−16.7% | Reduced |
| SBI Securities Co., Ltd. | 5 | $180 | 0.00% | −30−85.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $109 | 0.00% | 00.0% | Unchanged |
| 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 |
| JFS Wealth Advisors, LLC | 1 | $37 | 0.00% | −20−95.2% | Reduced |
| Zacks Investment Management | 0 | $0 | 0.00% | −39,488−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −33,258−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,756−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,872−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,229−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,694−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −7,329−100.0% | Sold out |
| Paragon Private Wealth Management, LLC | 0 | $0 | 0.00% | −6,421−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −6,063−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,741−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,621−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,506−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Redwood Investments, LLC | – | – | – | – | Not filed |