Institutional Ownership Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC). We have compiled data on the 276 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 $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,044
shares
|
$73,890
0.0% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
1,855
shares
|
$67,058
0.0% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,765
shares
|
$63,804
0.0% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,699
shares
|
$61,418
0.0% of portfolio
|
Q1 2025
Added 44.72%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,627
shares
|
$58,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,555
shares
|
$56,213
0.0% of portfolio
|
Q1 2025
Reduced 65.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,545
shares
|
$55,851
0.0% of portfolio
|
Q3 2019
Reduced 99.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,522
shares
|
$55,020
0.0% of portfolio
|
Q1 2025
Added 39.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,077
shares
|
$38,933
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,066
shares
|
$38,535
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
|
$36,439
0.0% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
963
shares
|
$34,812
0.0% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
875
shares
|
$31,631
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
851
shares
|
$30,763
0.0% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
775
shares
|
$28,016
0.0% of portfolio
|
Q4 2024
Added 307.48%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
649
shares
|
$23,461
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
604
shares
|
$21,834
0.0% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
544
shares
|
$19,665
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
518
shares
|
$18,725
0.0% of portfolio
|
Q1 2025
Added 25800.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
482
shares
|
$17,424
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Umb Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
446
shares
|
$16,122
0.0% of portfolio
|
Q1 2025
Added 85.06%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
401
shares
|
$14,496
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
384
shares
|
$13,881
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
365
shares
|
$13,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
328
shares
|
$11,857
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|