Institutional Ownership Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 54.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,765
shares
|
$64,140
0.0% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,699
shares
|
$61,741
0.0% of portfolio
|
Q1 2025
Added 44.72%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,627
shares
|
$59,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,555
shares
|
$56,508
0.0% of portfolio
|
Q1 2025
Reduced 65.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,545
shares
|
$56,145
0.0% of portfolio
|
Q3 2019
Reduced 99.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,522
shares
|
$55,309
0.0% of portfolio
|
Q1 2025
Added 39.25%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,467
shares
|
$53,310
0.0% of portfolio
|
Q1 2022
Reduced 20.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,077
shares
|
$39,138
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,066
shares
|
$38,738
0.0% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
1,008
shares
|
$36,630
0.0% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
875
shares
|
$31,797
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
851
shares
|
$30,925
0.0% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
775
shares
|
$28,163
0.0% of portfolio
|
Q1 2025
Reduced 74.87%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
649
shares
|
$23,584
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
604
shares
|
$21,949
0.0% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
544
shares
|
$19,768
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
482
shares
|
$17,515
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
446
shares
|
$16,207
0.0% of portfolio
|
Q1 2025
Added 85.06%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
401
shares
|
$14,572
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
384
shares
|
$13,954
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
365
shares
|
$13,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
328
shares
|
$11,919
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
275
shares
|
$9,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
240
shares
|
$8,721
0.0% of portfolio
|
Q4 2024
Added 67.83%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
234
shares
|
$8,503
0.0% of portfolio
|
Q1 2025
Added 12.5%
|