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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1,240 | $36.1K | 0.00% | +819+194.5% | Added |
| Hantz Financial Services, Inc. | 1,072 | $31.0K | 0.00% | +702+189.7% | Added |
| Kestra Advisory Services, LLC | 1,060 | $30.8K | 0.00% | +1,060 | New |
| Public Employees Retirement System of Ohio | 988 | $28.7K | 0.00% | +26+2.7% | Added |
| Ronald Blue Trust, Inc. | 958 | $27.9K | 0.00% | −1,091−53.2% | Reduced |
| Smartleaf Asset Management LLC | 740 | $21.5K | 0.00% | −1,056−58.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 737 | $21.4K | 0.00% | +737 | New |
| Quarry LP | 695 | $20.2K | 0.00% | +695 | New |
| First Horizon Corp | 642 | $18.7K | 0.00% | +107+20.0% | Added |
| Nisa Investment Advisors, LLC | 613 | $17.8K | 0.00% | −471−43.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 606 | $17.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 549 | $16.0K | 0.00% | +58+11.8% | Added |
| Advisor Group Holdings, Inc. | 549 | $16.0K | 0.00% | −21,810−97.5% | Reduced |
| Salomon & Ludwin, LLC | 480 | $14.3K | 0.00% | −124−20.5% | Reduced |
| CIBC Private Wealth Group, LLC | 480 | $14.0K | 0.00% | +443+1,197.3% | Added |
| Sterling Capital Management LLC | 428 | $12.5K | 0.00% | +272+174.4% | Added |
| Umb Bank N A | 418 | $12.2K | 0.00% | −113−21.3% | Reduced |
| Danske Bank A/S | 400 | $11.6K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 385 | $11.2K | 0.00% | +1+0.3% | Added |
| GWM Advisors LLC | 355 | $10.3K | 0.00% | −1−0.3% | Reduced |
| Pacer Advisors, Inc. | 342 | $9.95K | 0.00% | −22−6.0% | Reduced |
| Farther Finance Advisors, LLC | 317 | $9.22K | 0.00% | +246+346.5% | Added |
| Aster Capital Management (DIFC) Ltd | 293 | $8.52K | 0.00% | +293 | New |
| GAMMA Investing LLC | 239 | $6.95K | 0.00% | −388−61.9% | Reduced |
| US Bancorp | 227 | $6.60K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 214 | $6.22K | 0.00% | +214 | New |
| Bessemer Group Inc | 189 | $6.00K | 0.00% | −204−51.9% | Reduced |
| Allworth Financial LP | 201 | $5.85K | 0.00% | +73+57.0% | Added |
| Versant Capital Management, Inc | 201 | $5.85K | 0.00% | +16+8.6% | Added |
| Fifth Third Bancorp | 164 | $4.77K | 0.00% | −102−38.3% | Reduced |
| Solstein Capital, LLC | 158 | $4.60K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 156 | $4.54K | 0.00% | +100+178.6% | Added |
| Entrust Financial LLC | 138 | $4.01K | 0.00% | +138 | New |
| SRS Capital Advisors, Inc. | 134 | $3.90K | 0.00% | −832−86.1% | Reduced |
| Jones Financial Companies LLLP | 119 | $3.46K | 0.00% | −355−74.9% | Reduced |
| LRI Investments, LLC | 115 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 95 | $2.81K | 0.00% | +95 | New |
| Y.D. More Investments Ltd | 76 | $2.21K | 0.00% | −61−44.5% | Reduced |
| J.Safra Asset Management Corp | 73 | $2.12K | 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 |
| Farmers & Merchants Investments Inc | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 45 | $1.00K | 0.00% | −13−22.4% | Reduced |
| Massmutual Trust Co FSB | 33 | $960 | 0.00% | −11−25.0% | Reduced |
| Simplex Trading, LLC | 30 | $872 | 0.00% | −178−85.6% | Reduced |
| Westfuller Advisors, LLC | 27 | $771 | 0.00% | +1+3.8% | Added |
| Triumph Capital Management | 24 | $698 | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 24 | $690 | 0.00% | +24 | New |
| Quadrant Capital Group LLC | 16 | $466 | 0.00% | −38−70.4% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $465 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $465 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 15 | $437 | 0.00% | −17−53.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 15 | $436 | 0.00% | −2,302−99.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $407 | 0.00% | +14 | New |
| Rossby Financial, LCC | 12 | $349 | 0.00% | +3+33.3% | Added |
| UBS Asset Management Americas Inc | 9 | $262 | 0.00% | +9 | New |
| Harbour Investments, Inc. | 8 | $233 | 0.00% | +8 | 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 |
| Abound Wealth Management | 5 | $146 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 5 | $146 | 0.00% | +5 | New |
| True Wealth Design, LLC | 4 | $117 | 0.00% | −47−92.2% | Reduced |
| Dunhill Financial, LLC | 2 | $46 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 1 | $29 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 1 | $29 | 0.00% | +1 | New |
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | −16−100.0% | Reduced |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −247,541−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −50,149−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −36,524−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −27,576−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,263−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −18,930−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −16,702−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,985−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −12,767−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,837−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −11,564−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,245−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −9,538−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −9,419−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −8,538−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −8,535−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −8,389−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −7,174−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −6,426−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −6,391−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −6,337−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| Kimelman & Baird, LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |