Institutional Ownership Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC). We have compiled data on the 291 institutions that hold shares in the stock, with a total of 55.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
185
shares
|
$5,374
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
158
shares
|
$4,589
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
156
shares
|
$4,531
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
137
shares
|
$3,979
0.0% of portfolio
|
Q3 2025
Reduced 18.93%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
128
shares
|
$3,718
0.0% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
121
shares
|
$3,515
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
115
shares
|
$3,340
0.0% of portfolio
|
Q2 2025
Added 40.24%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
88
shares
|
$2,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
79
shares
|
$2,294
0.0% of portfolio
|
Q3 2025
Reduced 36.8%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
73
shares
|
$2,120
0.0% of portfolio
|
Q2 2025
Reduced 29.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
71
shares
|
$2,062
0.0% of portfolio
|
Q3 2025
Reduced 72.48%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
58
shares
|
$1,684
0.0% of portfolio
|
Q3 2025
Added 31.82%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
56
shares
|
$1,626
0.0% of portfolio
|
Q3 2024
Reduced 85.79%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
54
shares
|
$1,568
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
54
shares
|
$1,568
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
54
shares
|
$1,568
0.0% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
51
shares
|
$1,481
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
44
shares
|
$1,278
0.0% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
43
shares
|
$1,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
40
shares
|
$1,162
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
40
shares
|
$1,162
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
37
shares
|
$1,074
0.0% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
37
shares
|
$1,074
0.0% of portfolio
|
Q3 2025
Reduced 79.78%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
36
shares
|
$1,045
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
35
shares
|
$1,016
0.0% of portfolio
|
Q3 2024
Reduced 47.76%
|
|