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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2,246 | $75.9K | 0.00% | +5+0.2% | Added |
| Ronald Blue Trust, Inc. | 2,049 | $69.2K | 0.00% | +91+4.6% | Added |
| EMC Capital Management | 1,938 | $65.0K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,796 | $61.8K | 0.00% | +517+40.4% | Added |
| Parkside Financial Bank & Trust | 1,819 | $61.4K | 0.00% | +464+34.2% | Added |
| Vestcor Inc | 1,759 | $59.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,738 | $58.7K | 0.00% | +1,738 | New |
| CWM, LLC | 1,592 | $54.0K | 0.00% | −170−9.6% | Reduced |
| Brown Brothers Harriman & Co | 1,534 | $51.8K | 0.00% | +1,534 | New |
| Point72 Europe (London) LLP | 1,499 | $50.6K | 0.00% | +1,499 | New |
| Shell Asset Management Co | 1,100 | $37.0K | 0.00% | −1,915−63.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,084 | $36.6K | 0.00% | +250+30.0% | Added |
| TD Private Client Wealth LLC | 1,044 | $35.3K | 0.00% | −1,095−51.2% | Reduced |
| SRS Capital Advisors, Inc. | 966 | $32.6K | 0.00% | +836+643.1% | Added |
| Public Employees Retirement System of Ohio | 962 | $32.5K | 0.00% | −9−0.9% | Reduced |
| Global Retirement Partners, LLC | 961 | $32.5K | 0.00% | +307+46.9% | Added |
| Richardson Financial Services Inc. | 763 | $25.8K | 0.02% | +435+132.6% | Added |
| GAMMA Investing LLC | 627 | $21.2K | 0.00% | +28+4.7% | Added |
| Salomon & Ludwin, LLC | 604 | $20.7K | 0.00% | +604 | New |
| Steward Partners Investment Advisory, LLC | 606 | $20.5K | 0.00% | +537+778.3% | Added |
| First Horizon Corp | 535 | $18.1K | 0.00% | +535 | New |
| Umb Bank N A | 531 | $17.9K | 0.00% | +109+25.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 491 | $17.0K | 0.00% | −20−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 491 | $16.6K | 0.00% | +491 | New |
| Jones Financial Companies LLLP | 474 | $16.1K | 0.00% | −561−54.2% | Reduced |
| Clearstead Advisors, LLC | 421 | $14.2K | 0.00% | +133+46.2% | Added |
| Kimelman & Baird, LLC | 401 | $13.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 393 | $13.0K | 0.00% | +263+202.3% | Added |
| Maseco LLP | 384 | $13.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 365 | $12.3K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 364 | $12.3K | 0.00% | +364 | New |
| GWM Advisors LLC | 356 | $12.0K | 0.00% | −12,923−97.3% | Reduced |
| Hantz Financial Services, Inc. | 370 | $12.0K | 0.00% | +293+380.5% | Added |
| Fifth Third Bancorp | 266 | $8.98K | 0.00% | −1,212−82.0% | Reduced |
| US Bancorp | 227 | $7.67K | 0.00% | −163−41.8% | Reduced |
| Simplex Trading, LLC | 208 | $7.00K | 0.00% | +208 | New |
| Versant Capital Management, Inc | 185 | $6.25K | 0.00% | +185 | New |
| Solstein Capital, LLC | 158 | $5.34K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 156 | $5.27K | 0.00% | +3+2.0% | Added |
| Y.D. More Investments Ltd | 137 | $4.72K | 0.00% | −32−18.9% | Reduced |
| Allworth Financial LP | 128 | $4.32K | 0.00% | −1−0.8% | Reduced |
| LRI Investments, LLC | 115 | $3.88K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 88 | $2.97K | 0.00% | +88 | New |
| Rothschild Investment LLC | 79 | $2.67K | 0.00% | −46−36.8% | Reduced |
| J.Safra Asset Management Corp | 73 | $2.47K | 0.00% | −352−82.8% | Reduced |
| Farther Finance Advisors, LLC | 71 | $2.40K | 0.00% | −187−72.5% | Reduced |
| Covestor Ltd | 58 | $2.00K | 0.00% | +14+31.8% | Added |
| Frazier Financial Advisors, LLC | 56 | $1.89K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 54 | $1.82K | 0.00% | +54 | New |
| Bare Financial Services, Inc | 54 | $1.82K | 0.00% | −90−62.5% | Reduced |
| True Wealth Design, LLC | 51 | $1.72K | 0.00% | +51 | New |
| Massmutual Trust Co FSB | 44 | $1.49K | 0.00% | −3−6.4% | Reduced |
| Atlantic Trust, LLC | 43 | $1.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.35K | 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 |
| Signaturefd, LLC | 35 | $1.18K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 34 | $1.15K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 32 | $1.08K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 26 | $894 | 0.00% | +26 | New |
| Cullen/Frost Bankers, Inc. | 16 | $546 | 0.00% | −32−66.7% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $540 | 0.00% | +5+45.5% | Added |
| Private Wealth Management Group, LLC | 15 | $507 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $303 | 0.00% | +9 | New |
| Essential Partners LLC | 7 | $236 | 0.00% | +7 | New |
| Abound Wealth Management | 5 | $169 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $108 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $34 | 0.00% | −4−80.0% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −292,483−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −256,565−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −94,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −81,703−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −53,625−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −53,432−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −40,523−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −36,199−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,906−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −21,553−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −14,866−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,196−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,823−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −11,364−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −9,797−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,306−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −6,621−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −6,576−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −6,002−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,973−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −5,773−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |