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, Q2 2026
Institutional positions in EVERTEC, Inc. as of Jun 30, 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
- 254
- −4 vs. Q1 2026
- Shares held
- 62.6M
- −1.17M (−1.8%) vs. Q1 2026
- Total value
- $1.69B
- −$58.8M (−3.4%) vs. Q1 2026
- New holders
- 34
- 96 more added
- Sold out
- 38
- 91 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Basecamp Wealth Advisors LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $83 | 0.00% | +2+200.0% | Added |
| Davis Capital Management | 4 | $111 | 0.00% | +4 | New |
| Abound Wealth Management | 5 | $139 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 6 | $175 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 7 | $194 | 0.00% | +7 | New |
| JPL Wealth Management, LLC | 7 | $195 | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 12 | $333 | 0.00% | −78−86.7% | Reduced |
| Arlington Trust Co LLC | 13 | $361 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $381 | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 14 | $389 | 0.00% | −16−53.3% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $444 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 19 | $528 | 0.00% | +19 | New |
| SBI Securities Co., Ltd. | 20 | $556 | 0.00% | +5+33.3% | Added |
| Triumph Capital Management | 24 | $667 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 46 | $1.00K | 0.00% | +31+206.7% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 42 | $1.17K | 0.00% | −2−4.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 45 | $1.25K | 0.00% | −5−10.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 53 | $1.47K | 0.00% | +53 | New |
| Bellevue Asset Management, LLC | 56 | $1.55K | 0.00% | +56 | New |
| Northwestern Mutual Wealth Management Co | 96 | $2.67K | 0.00% | +96 | New |
| Brown, Lisle/Cummings, Inc. | 103 | $2.86K | 0.00% | +53+106.0% | Added |
| Clearstead Advisors, LLC | 131 | $3.64K | 0.00% | +131 | New |
| Entrust Financial LLC | 138 | $3.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 154 | $4.28K | 0.00% | +125+431.0% | Added |
| Frazier Financial Advisors, LLC | 156 | $4.33K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $4.39K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 161 | $4.47K | 0.00% | −108−40.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 170 | $4.72K | 0.00% | −1,262−88.1% | Reduced |
| CX Institutional | 172 | $5.00K | 0.00% | −209,692−99.9% | Reduced |
| J.Safra Asset Management Corp | 191 | $5.31K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 196 | $5.45K | 0.00% | −18−8.4% | Reduced |
| Sterling Capital Management LLC | 219 | $6.08K | 0.00% | −199−47.6% | Reduced |
| US Bancorp | 227 | $6.31K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 345 | $9.58K | 0.00% | +345 | New |
| Rothschild Investment LLC | 353 | $9.81K | 0.00% | +166+88.8% | Added |
| GWM Advisors LLC | 356 | $9.90K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 422 | $12.0K | 0.00% | −20−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 439 | $12.2K | 0.00% | +165+60.2% | Added |
| Harbour Investments, Inc. | 440 | $12.2K | 0.00% | +6+1.4% | Added |
| Bare Financial Services, Inc | 447 | $12.4K | 0.00% | +410+1,108.1% | Added |
| Essential Partners LLC | 494 | $13.7K | 0.01% | +56+12.8% | Added |
| Smartleaf Asset Management LLC | 526 | $14.5K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 523 | $14.5K | 0.01% | +271+107.5% | Added |
| Steward Partners Investment Advisory, LLC | 538 | $14.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 559 | $15.5K | 0.00% | +464+488.4% | Added |
| Salomon & Ludwin, LLC | 546 | $15.9K | 0.00% | −308−36.1% | Reduced |
| First Horizon Corp | 642 | $17.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 657 | $18.3K | 0.00% | −247−27.3% | Reduced |
| Farther Finance Advisors, LLC | 686 | $19.1K | 0.00% | +1+0.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 883 | $24.5K | 0.00% | +226+34.4% | Added |
| Versant Capital Management, Inc | 981 | $27.3K | 0.00% | −344−26.0% | Reduced |
| Hantz Financial Services, Inc. | 1,124 | $31.0K | 0.00% | −351−23.8% | Reduced |
| Public Employees Retirement System of Ohio | 1,340 | $37.2K | 0.00% | +225+20.2% | Added |
| Allworth Financial LP | 1,372 | $38.1K | 0.00% | +858+166.9% | Added |
| Aster Capital Management (DIFC) Ltd | 1,382 | $38.4K | 0.01% | +1,382 | New |
| Richardson Financial Services Inc. | 1,425 | $39.6K | 0.02% | −3−0.2% | Reduced |
| Global Retirement Partners, LLC | 1,720 | $47.8K | 0.00% | +1,720 | New |
| Parkside Financial Bank & Trust | 1,940 | $53.9K | 0.00% | +59+3.1% | Added |
| Advisor Group Holdings, Inc. | 1,997 | $55.5K | 0.00% | +484+32.0% | Added |
| Huntington National Bank | 2,120 | $58.9K | 0.00% | −108−4.8% | Reduced |
| KBC Group NV | 2,300 | $64.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,433 | $67.6K | 0.00% | +426+21.2% | Added |
| New Age Alpha Advisors, LLC | 2,740 | $76.1K | 0.00% | −110−3.9% | Reduced |
| State of Wyoming | 2,937 | $81.6K | 0.01% | −1,798−38.0% | Reduced |
| TD Private Client Wealth LLC | 3,106 | $86.3K | 0.00% | +58+1.9% | Added |
| Meeder Asset Management Inc | 3,817 | $106.0K | 0.01% | +3,817 | New |
| Nykredit A/S | 4,026 | $111.8K | 0.00% | +4,026 | New |
| EverSource Wealth Advisors, LLC | 4,437 | $123.3K | 0.00% | +135+3.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,772 | $132.6K | 0.00% | +4,772 | New |
| Tower Research Capital LLC (TRC) | 4,776 | $132.7K | 0.00% | −3−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 5,036 | $139.9K | 0.00% | +4,647+1,194.6% | Added |
| Ensign Peak Advisors, Inc | 5,460 | $151.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,670 | $157.5K | 0.00% | +293+5.4% | Added |
| IFP Advisors, Inc | 7,031 | $195.3K | 0.00% | −140−2.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $204.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,327 | $231.3K | 0.00% | +8,327 | New |
| Maryland State Retirement & Pension System | 8,874 | $246.5K | 0.00% | −543−5.8% | Reduced |
| ProShare Advisors LLC | 8,899 | $247.2K | 0.00% | −1,112−11.1% | Reduced |
| Guggenheim Capital LLC | 9,223 | $256.2K | 0.00% | +9,223 | New |
| Mackenzie Financial Corp | 9,300 | $258.4K | 0.00% | +920+11.0% | Added |
| Callan Family Office, LLC | 9,691 | $269.2K | 0.01% | −2,067−17.6% | Reduced |
| Victory Capital Management Inc | 9,794 | $272.1K | 0.00% | −22,505−69.7% | Reduced |
| Graham Capital Management, L.P. | 9,884 | $274.6K | 0.01% | +2,321+30.7% | Added |
| Barclays PLC | 10,467 | $290.8K | 0.00% | −45,358−81.3% | Reduced |
| Pictet Asset Management Holding SA | 10,614 | $294.9K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 10,937 | $303.8K | 0.00% | +1,007+10.1% | Added |
| Equitable Trust Co | 10,944 | $304.0K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 11,410 | $317.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,512 | $319.8K | 0.00% | −26,234−69.5% | Reduced |
| Cerity Partners LLC | 11,792 | $327.6K | 0.00% | +3,452+41.4% | Added |
| Neuberger Berman Group LLC | 11,920 | $331.1K | 0.00% | +11,920 | New |
| Mitsubishi UFJ Trust & Banking Corp | 12,082 | $335.6K | 0.00% | +12,082 | New |
| Crestwood Advisors Group LLC | 12,157 | $337.7K | 0.01% | +4,113+51.1% | Added |
| Voya Investment Management LLC | 12,277 | $341.1K | 0.00% | +673+5.8% | Added |
| Simplex Trading, LLC | 12,973 | $360.4K | 0.01% | +11,163+616.7% | Added |
| Caitlin John, LLC | 13,024 | $361.8K | 0.20% | +13,024 | New |
| Cetera Investment Advisers | 13,111 | $364.2K | 0.00% | +33+0.3% | Added |