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, Q1 2026
Institutional positions in EVERTEC, Inc. as of Mar 31, 2026. 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
- 262
- −1 vs. Q4 2025
- Shares held
- 63.8M
- +9.48M (+17.4%) vs. Q4 2025
- Total value
- $1.75B
- +$171.6M (+10.9%) vs. Q4 2025
- New holders
- 38
- 110 more added
- Sold out
- 39
- 80 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | −30−66.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Hughes Financial Services, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $44 | 0.00% | −1−50.0% | Reduced |
| Abound Wealth Management | 5 | $142 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 6 | $177 | 0.00% | −21−77.8% | Reduced |
| Sunbelt Securities, Inc. | 11 | $310 | 0.00% | −5−31.3% | Reduced |
| Arlington Trust Co LLC | 13 | $367 | 0.00% | +13 | New |
| Zions Bancorporation, National Association | 15 | $423 | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 15 | $423 | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 16 | $452 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 22 | $621 | 0.00% | +22 | New |
| Ankerstar Wealth, LLC | 23 | $649 | 0.00% | +17+283.3% | Added |
| Triumph Capital Management | 24 | $677 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $819 | 0.00% | +14+93.3% | Added |
| Caitong International Asset Management Co., Ltd | 30 | $847 | 0.00% | +30 | New |
| Signaturefd, LLC | 35 | $988 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 35 | $988 | 0.00% | +35 | New |
| Wealth Preservation Advisors, LLC | 36 | $1.02K | 0.00% | +36 | New |
| Bare Financial Services, Inc | 37 | $1.04K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 40 | $1.13K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 44 | $1.22K | 0.00% | +32+266.7% | Added |
| Brown, Lisle/Cummings, Inc. | 50 | $1.41K | 0.00% | +50 | New |
| Keating Financial Advisory Services, Inc. | 50 | $1.41K | 0.00% | +50 | New |
| Root Financial Partners, LLC | 66 | $1.86K | 0.00% | +66 | New |
| MAI Capital Management | 80 | $2.26K | 0.00% | +74+1,233.3% | Added |
| Massmutual Trust Co FSB | 90 | $2.54K | 0.00% | +57+172.7% | Added |
| True Wealth Design, LLC | 95 | $2.68K | 0.00% | +91+2,275.0% | Added |
| Sapience Investments, LLC | 96 | $2.71K | 0.35% | +96 | New |
| Entrust Financial LLC | 138 | $3.90K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 156 | $4.40K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $4.46K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 187 | $5.28K | 0.00% | +181+3,016.7% | Added |
| J.Safra Asset Management Corp | 191 | $5.39K | 0.00% | +118+161.6% | Added |
| Basepoint Wealth LLC | 214 | $6.04K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 227 | $6.41K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 252 | $7.11K | 0.00% | +252 | New |
| Umb Bank N A | 269 | $7.59K | 0.00% | −149−35.6% | Reduced |
| Rockefeller Capital Management L.P. | 274 | $7.74K | 0.00% | −275−50.1% | Reduced |
| SRS Capital Advisors, Inc. | 389 | $9.31K | 0.00% | +255+190.3% | Added |
| UBS Asset Management Americas Inc | 352 | $9.93K | 0.00% | +343+3,811.1% | Added |
| Kemnay Advisory Services Inc. | 353 | $9.96K | 0.00% | +353 | New |
| GWM Advisors LLC | 356 | $10.0K | 0.00% | +1+0.3% | Added |
| Assetmark, Inc | 387 | $10.9K | 0.00% | +318+460.9% | Added |
| Sterling Capital Management LLC | 418 | $11.8K | 0.00% | −10−2.3% | Reduced |
| Harbor Capital Advisors, Inc. | 442 | $12.0K | 0.00% | −18,636−97.7% | Reduced |
| Harbour Investments, Inc. | 434 | $12.3K | 0.00% | +426+5,325.0% | Added |
| Essential Partners LLC | 438 | $12.4K | 0.00% | +369+534.8% | Added |
| Allworth Financial LP | 514 | $14.5K | 0.00% | +313+155.7% | Added |
| Smartleaf Asset Management LLC | 526 | $14.7K | 0.00% | −214−28.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 538 | $15.2K | 0.00% | −68−11.2% | Reduced |
| First Horizon Corp | 642 | $18.1K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 657 | $18.5K | 0.00% | −92,796−99.3% | Reduced |
| Farther Finance Advisors, LLC | 685 | $19.1K | 0.00% | +368+116.1% | Added |
| Salomon & Ludwin, LLC | 854 | $24.0K | 0.00% | +374+77.9% | Added |
| Nisa Investment Advisors, LLC | 904 | $25.5K | 0.00% | +291+47.5% | Added |
| Public Employees Retirement System of Ohio | 1,115 | $31.5K | 0.00% | +127+12.9% | Added |
| Versant Capital Management, Inc | 1,325 | $37.4K | 0.00% | +1,124+559.2% | Added |
| Richardson Financial Services Inc. | 1,428 | $40.3K | 0.03% | +103+7.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,432 | $40.4K | 0.00% | +695+94.3% | Added |
| Hantz Financial Services, Inc. | 1,475 | $42.0K | 0.00% | +403+37.6% | Added |
| Advisor Group Holdings, Inc. | 1,513 | $42.7K | 0.00% | +964+175.6% | Added |
| Advisory Services Network, LLC | 1,623 | $45.8K | 0.00% | +1,623 | New |
| Simplex Trading, LLC | 1,810 | $51.1K | 0.00% | +1,780+5,933.3% | Added |
| Parkside Financial Bank & Trust | 1,881 | $53.1K | 0.00% | +47+2.6% | Added |
| Ronald Blue Trust, Inc. | 2,007 | $56.6K | 0.00% | +1,049+109.5% | Added |
| Bessemer Group Inc | 2,006 | $57.0K | 0.00% | +1,817+961.4% | Added |
| Huntington National Bank | 2,228 | $62.9K | 0.00% | +11+0.5% | Added |
| KBC Group NV | 2,300 | $65.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,850 | $80.4K | 0.00% | −76−2.6% | Reduced |
| TD Private Client Wealth LLC | 3,048 | $86.0K | 0.00% | +763+33.4% | Added |
| EverSource Wealth Advisors, LLC | 4,302 | $121.4K | 0.00% | +524+13.9% | Added |
| State of Wyoming | 4,735 | $133.6K | 0.02% | +350+8.0% | Added |
| Tower Research Capital LLC (TRC) | 4,779 | $134.9K | 0.00% | −836−14.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,377 | $151.7K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,460 | $154.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,171 | $202.4K | 0.00% | −739−9.3% | Reduced |
| Mutual of America Capital Management LLC | 7,322 | $206.6K | 0.00% | +9+0.1% | Added |
| Public Employees Retirement Association of Colorado | 7,337 | $207.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,563 | $213.4K | 0.01% | +253+3.5% | Added |
| Principal Securities, Inc. | 7,614 | $214.9K | 0.00% | −169−2.2% | Reduced |
| Jefferies Financial Group Inc. | 7,713 | $217.7K | 0.00% | +7,713 | New |
| Crestwood Advisors Group LLC | 8,044 | $227.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,066 | $227.6K | 0.00% | +6,560+435.6% | Added |
| Gallacher Capital Management LLC | 8,090 | $228.3K | 0.09% | +8,090 | New |
| Atria Investments LLC | 8,184 | $231.0K | 0.00% | +29+0.4% | Added |
| Odyssean, LLC | 8,275 | $233.5K | 0.09% | +8,275 | New |
| Cerity Partners LLC | 8,340 | $235.4K | 0.00% | +8,340 | New |
| Mackenzie Financial Corp | 8,380 | $236.5K | 0.00% | −3,709−30.7% | Reduced |
| Mercer Global Advisors Inc | 8,406 | $237.2K | 0.00% | +8,406 | New |
| Jump Financial, LLC | 9,100 | $256.8K | 0.00% | +9,100 | New |
| Maryland State Retirement & Pension System | 9,417 | $265.7K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 9,820 | $277.1K | 0.00% | +9,820 | New |
| Swiss Life Asset Management Ltd | 9,930 | $280.2K | 0.00% | +1,817+22.4% | Added |
| ProShare Advisors LLC | 10,011 | $282.5K | 0.00% | −2,499−20.0% | Reduced |
| Pictet Asset Management Holding SA | 10,614 | $299.5K | 0.00% | +1,744+19.7% | Added |
| LSV Asset Management | 10,900 | $308.0K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 10,944 | $308.8K | 0.01% | +1,922+21.3% | Added |
| Centiva Capital, LP | 10,969 | $309.5K | 0.01% | +10,969 | New |