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, Q3 2025
Institutional positions in EVERTEC, Inc. as of Sep 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
- 270
- +8 vs. Q2 2025
- Shares held
- 63.5M
- −387.9K (−0.6%) vs. Q2 2025
- Total value
- $2.14B
- −$158.4M (−6.9%) vs. Q2 2025
- New holders
- 46
- 82 more added
- Sold out
- 38
- 107 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $34 | 0.00% | −4−80.0% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $108 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $169 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $236 | 0.00% | +7 | New |
| Rossby Financial, LCC | 9 | $303 | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 15 | $507 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $540 | 0.00% | +5+45.5% | Added |
| Cullen/Frost Bankers, Inc. | 16 | $546 | 0.00% | −32−66.7% | Reduced |
| Westfuller Advisors, LLC | 26 | $894 | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 32 | $1.08K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 34 | $1.15K | 0.00% | +34 | New |
| Signaturefd, LLC | 35 | $1.18K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 37 | $1.25K | 0.00% | −25−40.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $1.25K | 0.00% | −6−14.0% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.35K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 43 | $1.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $1.49K | 0.00% | −3−6.4% | Reduced |
| True Wealth Design, LLC | 51 | $1.72K | 0.00% | +51 | New |
| Bare Financial Services, Inc | 54 | $1.82K | 0.00% | −90−62.5% | Reduced |
| Quadrant Capital Group LLC | 54 | $1.82K | 0.00% | +54 | New |
| Frazier Financial Advisors, LLC | 56 | $1.89K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 58 | $2.00K | 0.00% | +14+31.8% | Added |
| Farther Finance Advisors, LLC | 71 | $2.40K | 0.00% | −187−72.5% | Reduced |
| J.Safra Asset Management Corp | 73 | $2.47K | 0.00% | −352−82.8% | Reduced |
| Rothschild Investment LLC | 79 | $2.67K | 0.00% | −46−36.8% | Reduced |
| Wealthspire Advisors, LLC | 88 | $2.97K | 0.00% | +88 | New |
| LRI Investments, LLC | 115 | $3.88K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 128 | $4.32K | 0.00% | −1−0.8% | Reduced |
| Y.D. More Investments Ltd | 137 | $4.72K | 0.00% | −32−18.9% | Reduced |
| Sterling Capital Management LLC | 156 | $5.27K | 0.00% | +3+2.0% | Added |
| Solstein Capital, LLC | 158 | $5.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 185 | $6.25K | 0.00% | +185 | New |
| Simplex Trading, LLC | 208 | $7.00K | 0.00% | +208 | New |
| US Bancorp | 227 | $7.67K | 0.00% | −163−41.8% | Reduced |
| Fifth Third Bancorp | 266 | $8.98K | 0.00% | −1,212−82.0% | Reduced |
| Hantz Financial Services, Inc. | 370 | $12.0K | 0.00% | +293+380.5% | Added |
| GWM Advisors LLC | 356 | $12.0K | 0.00% | −12,923−97.3% | Reduced |
| Pacer Advisors, Inc. | 364 | $12.3K | 0.00% | +364 | New |
| N.E.W. Advisory Services LLC | 365 | $12.3K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 384 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 393 | $13.0K | 0.00% | +263+202.3% | Added |
| Danske Bank A/S | 400 | $13.5K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 401 | $13.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 421 | $14.2K | 0.00% | +133+46.2% | Added |
| Jones Financial Companies LLLP | 474 | $16.1K | 0.00% | −561−54.2% | Reduced |
| Rockefeller Capital Management L.P. | 491 | $16.6K | 0.00% | +491 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 491 | $17.0K | 0.00% | −20−3.9% | Reduced |
| Umb Bank N A | 531 | $17.9K | 0.00% | +109+25.8% | Added |
| First Horizon Corp | 535 | $18.1K | 0.00% | +535 | New |
| Steward Partners Investment Advisory, LLC | 606 | $20.5K | 0.00% | +537+778.3% | Added |
| Salomon & Ludwin, LLC | 604 | $20.7K | 0.00% | +604 | New |
| GAMMA Investing LLC | 627 | $21.2K | 0.00% | +28+4.7% | Added |
| Richardson Financial Services Inc. | 763 | $25.8K | 0.02% | +435+132.6% | Added |
| Global Retirement Partners, LLC | 961 | $32.5K | 0.00% | +307+46.9% | Added |
| Public Employees Retirement System of Ohio | 962 | $32.5K | 0.00% | −9−0.9% | Reduced |
| SRS Capital Advisors, Inc. | 966 | $32.6K | 0.00% | +836+643.1% | Added |
| TD Private Client Wealth LLC | 1,044 | $35.3K | 0.00% | −1,095−51.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,084 | $36.6K | 0.00% | +250+30.0% | Added |
| Shell Asset Management Co | 1,100 | $37.0K | 0.00% | −1,915−63.5% | Reduced |
| Point72 Europe (London) LLP | 1,499 | $50.6K | 0.00% | +1,499 | New |
| Brown Brothers Harriman & Co | 1,534 | $51.8K | 0.00% | +1,534 | New |
| CWM, LLC | 1,592 | $54.0K | 0.00% | −170−9.6% | Reduced |
| Advisory Services Network, LLC | 1,738 | $58.7K | 0.00% | +1,738 | New |
| Vestcor Inc | 1,759 | $59.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,819 | $61.4K | 0.00% | +464+34.2% | Added |
| Smartleaf Asset Management LLC | 1,796 | $61.8K | 0.00% | +517+40.4% | Added |
| EMC Capital Management | 1,938 | $65.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,049 | $69.2K | 0.00% | +91+4.6% | Added |
| Huntington National Bank | 2,246 | $75.9K | 0.00% | +5+0.2% | Added |
| Principal Securities, Inc. | 2,271 | $76.7K | 0.00% | +918+67.8% | Added |
| KBC Group NV | 2,300 | $78.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,317 | $78.3K | 0.00% | +83+3.7% | Added |
| Quantbot Technologies LP | 2,328 | $78.6K | 0.00% | +2,328 | New |
| Tower Research Capital LLC (TRC) | 2,559 | $86.4K | 0.00% | −4,856−65.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,894 | $97.8K | 0.02% | +2,894 | New |
| EverSource Wealth Advisors, LLC | 3,216 | $108.6K | 0.00% | +1,220+61.1% | Added |
| Point72 Asset Management, L.P. | 3,600 | $121.6K | 0.00% | +3,600 | New |
| Ameritas Investment Partners, Inc. | 5,377 | $181.6K | 0.01% | −1,067−16.6% | Reduced |
| Point72 (DIFC) Ltd | 5,734 | $193.7K | 0.01% | +5,734 | New |
| State of Wisconsin Investment Board | 6,337 | $214.1K | 0.00% | −10,301−61.9% | Reduced |
| Contravisory Investment Management, Inc. | 6,391 | $215.9K | 0.04% | −118−1.8% | Reduced |
| Wealth Alliance | 6,426 | $217.1K | 0.02% | −197−3.0% | Reduced |
| Diversified Trust Co | 6,550 | $221.3K | 0.00% | +6,550 | New |
| CIBC Bancorp USA Inc. | 6,861 | $231.8K | 0.00% | +6,861 | New |
| Truist Financial Corp | 7,017 | $237.0K | 0.00% | −20.0% | Reduced |
| Everence Capital Management Inc | 7,140 | $241.0K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,167 | $242.1K | 0.00% | −1,005−12.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,174 | $242.3K | 0.00% | −107−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $248.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 7,385 | $249.5K | 0.00% | −5,626−43.2% | Reduced |
| SG Americas Securities, LLC | 7,815 | $264.0K | 0.00% | −27,921−78.1% | Reduced |
| Russell Investments Group, Ltd. | 7,897 | $266.8K | 0.00% | −20,337−72.0% | Reduced |
| Crestwood Advisors Group LLC | 8,044 | $271.7K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 8,048 | $271.9K | 0.00% | +8,048 | New |
| IFP Advisors, Inc | 8,224 | $277.8K | 0.01% | +190+2.4% | Added |
| Keybank National Association | 8,389 | $283.4K | 0.00% | −600−6.7% | Reduced |
| Freestone Grove Partners LP | 8,535 | $288.3K | 0.00% | +8,535 | New |
| Bridges Investment Management Inc | 8,538 | $288.4K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,615 | $291.0K | 0.05% | +8,615 | New |