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, Q4 2025
Institutional positions in EVERTEC, Inc. as of Dec 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
- 268
- +5 vs. Q3 2025
- Shares held
- 61.5M
- −1.84M (−2.9%) vs. Q3 2025
- Total value
- $1.79B
- −$350.3M (−16.4%) vs. Q3 2025
- New holders
- 42
- 94 more added
- Sold out
- 37
- 101 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | −16−100.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $29 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 1 | $29 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $46 | 0.00% | +2 | New |
| True Wealth Design, LLC | 4 | $117 | 0.00% | −47−92.2% | Reduced |
| Abound Wealth Management | 5 | $146 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 5 | $146 | 0.00% | +5 | New |
| Rothschild Investment LLC | 6 | $175 | 0.00% | −73−92.4% | Reduced |
| MAI Capital Management | 6 | $175 | 0.00% | +6 | New |
| Ankerstar Wealth, LLC | 6 | $175 | 0.00% | +6 | New |
| Harbour Investments, Inc. | 8 | $233 | 0.00% | +8 | New |
| UBS Asset Management Americas Inc | 9 | $262 | 0.00% | +9 | New |
| Rossby Financial, LCC | 12 | $349 | 0.00% | +3+33.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $407 | 0.00% | +14 | New |
| Northwestern Mutual Wealth Management Co | 15 | $436 | 0.00% | −2,302−99.4% | Reduced |
| SJS Investment Consulting Inc. | 15 | $437 | 0.00% | −17−53.1% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $465 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $465 | 0.00% | +16 | New |
| Quadrant Capital Group LLC | 16 | $466 | 0.00% | −38−70.4% | Reduced |
| Cornerstone Planning Group LLC | 24 | $690 | 0.00% | +24 | New |
| Triumph Capital Management | 24 | $698 | 0.00% | +24 | New |
| Westfuller Advisors, LLC | 27 | $771 | 0.00% | +1+3.8% | Added |
| Simplex Trading, LLC | 30 | $872 | 0.00% | −178−85.6% | Reduced |
| Massmutual Trust Co FSB | 33 | $960 | 0.00% | −11−25.0% | Reduced |
| Covestor Ltd | 45 | $1.00K | 0.00% | −13−22.4% | Reduced |
| Signaturefd, LLC | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 69 | $2.01K | 0.00% | +62+885.7% | Added |
| Assetmark, Inc | 69 | $2.01K | 0.00% | +69 | New |
| J.Safra Asset Management Corp | 73 | $2.12K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 76 | $2.21K | 0.00% | −61−44.5% | Reduced |
| Sound Income Strategies, LLC | 95 | $2.81K | 0.00% | +95 | New |
| LRI Investments, LLC | 115 | $3.35K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 119 | $3.46K | 0.00% | −355−74.9% | Reduced |
| SRS Capital Advisors, Inc. | 134 | $3.90K | 0.00% | −832−86.1% | Reduced |
| Entrust Financial LLC | 138 | $4.01K | 0.00% | +138 | New |
| Frazier Financial Advisors, LLC | 156 | $4.54K | 0.00% | +100+178.6% | Added |
| Solstein Capital, LLC | 158 | $4.60K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 164 | $4.77K | 0.00% | −102−38.3% | Reduced |
| Versant Capital Management, Inc | 201 | $5.85K | 0.00% | +16+8.6% | Added |
| Allworth Financial LP | 201 | $5.85K | 0.00% | +73+57.0% | Added |
| Bessemer Group Inc | 189 | $6.00K | 0.00% | −204−51.9% | Reduced |
| Basepoint Wealth LLC | 214 | $6.22K | 0.00% | +214 | New |
| US Bancorp | 227 | $6.60K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 239 | $6.95K | 0.00% | −388−61.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 293 | $8.52K | 0.00% | +293 | New |
| Farther Finance Advisors, LLC | 317 | $9.22K | 0.00% | +246+346.5% | Added |
| Pacer Advisors, Inc. | 342 | $9.95K | 0.00% | −22−6.0% | Reduced |
| GWM Advisors LLC | 355 | $10.3K | 0.00% | −1−0.3% | Reduced |
| Maseco LLP | 385 | $11.2K | 0.00% | +1+0.3% | Added |
| Danske Bank A/S | 400 | $11.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 418 | $12.2K | 0.00% | −113−21.3% | Reduced |
| Sterling Capital Management LLC | 428 | $12.5K | 0.00% | +272+174.4% | Added |
| CIBC Private Wealth Group, LLC | 480 | $14.0K | 0.00% | +443+1,197.3% | Added |
| Salomon & Ludwin, LLC | 480 | $14.3K | 0.00% | −124−20.5% | Reduced |
| Advisor Group Holdings, Inc. | 549 | $16.0K | 0.00% | −21,810−97.5% | Reduced |
| Rockefeller Capital Management L.P. | 549 | $16.0K | 0.00% | +58+11.8% | Added |
| Steward Partners Investment Advisory, LLC | 606 | $17.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 613 | $17.8K | 0.00% | −471−43.5% | Reduced |
| First Horizon Corp | 642 | $18.7K | 0.00% | +107+20.0% | Added |
| Quarry LP | 695 | $20.2K | 0.00% | +695 | New |
| Pinnacle Wealth Planning Services, Inc. | 737 | $21.4K | 0.00% | +737 | New |
| Smartleaf Asset Management LLC | 740 | $21.5K | 0.00% | −1,056−58.8% | Reduced |
| Ronald Blue Trust, Inc. | 958 | $27.9K | 0.00% | −1,091−53.2% | Reduced |
| Public Employees Retirement System of Ohio | 988 | $28.7K | 0.00% | +26+2.7% | Added |
| Kestra Advisory Services, LLC | 1,060 | $30.8K | 0.00% | +1,060 | New |
| Hantz Financial Services, Inc. | 1,072 | $31.0K | 0.00% | +702+189.7% | Added |
| Clearstead Advisors, LLC | 1,240 | $36.1K | 0.00% | +819+194.5% | Added |
| Richardson Financial Services Inc. | 1,325 | $38.5K | 0.02% | +562+73.7% | Added |
| Global Retirement Partners, LLC | 1,471 | $42.8K | 0.00% | +510+53.1% | Added |
| CWM, LLC | 1,506 | $44.0K | 0.00% | −86−5.4% | Reduced |
| EMC Capital Management | 1,647 | $48.0K | 0.02% | −291−15.0% | Reduced |
| Vestcor Inc | 1,759 | $51.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,834 | $53.4K | 0.00% | +15+0.8% | Added |
| Huntington National Bank | 2,217 | $64.5K | 0.00% | −29−1.3% | Reduced |
| TD Private Client Wealth LLC | 2,285 | $66.5K | 0.00% | +1,241+118.9% | Added |
| KBC Group NV | 2,300 | $67.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,926 | $85.1K | 0.00% | −41,566−93.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,778 | $109.9K | 0.00% | +562+17.5% | Added |
| State of Wyoming | 4,385 | $127.6K | 0.01% | −6,031−57.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,377 | $156.4K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,460 | $158.8K | 0.00% | −13,300−70.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,615 | $163.3K | 0.00% | +3,056+119.4% | Added |
| Two Sigma Advisers, LP | 6,880 | $200.1K | 0.00% | −21,020−75.3% | Reduced |
| Aigen Investment Management, LP | 7,094 | $206.4K | 0.05% | −1,521−17.7% | Reduced |
| Everence Capital Management Inc | 7,140 | $208.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,310 | $212.6K | 0.01% | −10,234−58.3% | Reduced |
| Mutual of America Capital Management LLC | 7,313 | $212.7K | 0.00% | +146+2.0% | Added |
| Mirabella Financial Services LLP | 7,317 | $212.9K | 0.02% | +7,317 | New |
| Public Employees Retirement Association of Colorado | 7,337 | $213.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 7,336 | $213.4K | 0.00% | −17,782−70.8% | Reduced |
| R Squared Ltd | 7,372 | $214.5K | 0.10% | +7,372 | New |
| Caxton Associates LLP | 7,579 | $220.5K | 0.00% | +7,579 | New |
| Schonfeld Strategic Advisors LLC | 7,726 | $224.7K | 0.00% | −322−4.0% | Reduced |
| Principal Securities, Inc. | 7,783 | $226.4K | 0.00% | +5,512+242.7% | Added |
| Diversified Trust Co | 7,860 | $228.6K | 0.00% | +1,310+20.0% | Added |
| IFP Advisors, Inc | 7,910 | $230.1K | 0.01% | −314−3.8% | Reduced |
| Quantinno Capital Management LP | 7,954 | $231.4K | 0.00% | +7,954 | New |
| ExodusPoint Capital Management, LP | 7,955 | $231.4K | 0.00% | +7,955 | New |
| Crestwood Advisors Group LLC | 8,044 | $234.0K | 0.00% | 00.0% | Unchanged |