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Evertec (EVTC) Institutional Ownership

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$32.11 -0.45 (-1.39%)
As of 12:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for Evertec (NYSE:EVTC)

Current
Institutional Ownership
Percentage
96.80%
Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$313.96M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$174.61M
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EVTC Institutional Buying and Selling by Quarter

Evertec Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/26/2025Corient Private Wealth LLC37,654$1.36M0.0%-3.3%0.059%
9/24/2025Texas Permanent School Fund Corp39,429$1.42M0.0%-31.2%0.062%
9/4/2025Osaic Holdings Inc.15,123$556K0.0%+1,851.4%0.024%
8/19/2025State of Wyoming16,197$584K0.1%+65.3%0.025%
8/16/2025Public Sector Pension Investment Board256,533$9.25M0.0%+27.2%0.401%
8/15/2025CANADA LIFE ASSURANCE Co68,954$2.49M0.0%-0.7%0.108%
8/15/2025Tower Research Capital LLC TRC 7,415$267K0.0%+376.8%0.012%
8/15/2025Corient Private Wealth LLC37,654$1.36M0.0%-3.3%0.059%
8/15/2025State of Tennessee Department of Treasury34,005$1.23M0.0%+3.6%0.053%
8/15/2025Vident Advisory LLC14,792$533K0.0%N/A0.023%
8/15/2025Palisade Capital Management LP306,390$11.05M0.3%-2.8%0.479%
8/15/2025Lazard Asset Management LLC33,598$1.21M0.0%+1.7%0.053%
8/15/2025Engineers Gate Manager LP13,066$471K0.0%N/A0.020%
8/15/2025BNP Paribas Financial Markets37,576$1.36M0.0%+600.9%0.059%
8/15/2025Balyasny Asset Management L.P.46,316$1.67M0.0%+230.9%0.072%
8/15/2025Bank of America Corp DE174,701$6.30M0.0%-21.9%0.273%
8/15/2025Ameriprise Financial Inc.857,839$30.93M0.0%-1.5%1.341%
8/14/2025Jane Street Group LLC105,402$3.80M0.0%-21.2%0.165%
8/14/2025California State Teachers Retirement System59,159$2.13M0.0%+0.7%0.092%
8/14/2025Raymond James Financial Inc.143,527$5.17M0.0%-2.4%0.224%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.35,277$1.27M0.0%-7.0%0.055%
8/14/2025Globeflex Capital L P289,207$10.43M0.9%+9,133.9%0.452%
8/14/2025Sei Investments Co.20,934$755K0.0%-96.4%0.033%
8/14/2025Sapience Investments LLC53,625$1.93M1.3%-3.5%0.084%
8/14/2025Qube Research & Technologies Ltd208,037$7.50M0.0%+422.5%0.325%
8/14/2025State Street Corp2,449,044$88.29M0.0%-0.1%3.828%
8/13/2025Gabelli Funds LLC121,670$4.39M0.0%N/A0.190%
8/13/2025Gamco Investors INC. ET AL17,398$627K0.0%N/A0.027%
8/13/2025Amundi121,996$4.55M0.0%+245.5%0.191%
8/13/2025Marshall Wace LLP115,876$4.18M0.0%+301.1%0.181%
8/13/2025QSV Equity Investors LLC41,869$1.51M1.6%-0.8%0.065%
8/13/2025Bridge City Capital LLC67,510$2.43M0.7%-1.4%0.106%
8/13/2025First Trust Advisors LP39,614$1.43M0.0%-21.6%0.062%
8/13/2025EverSource Wealth Advisors LLC1,996$72K0.0%+2,751.4%0.003%
8/13/2025Invesco Ltd.175,679$6.33M0.0%+37.7%0.275%
8/13/2025Arrowstreet Capital Limited Partnership36,547$1.32M0.0%+83.9%0.057%
8/13/2025Panagora Asset Management Inc.69,283$2.50M0.0%N/A0.108%
8/13/2025River Road Asset Management LLC1,849,213$66.85M0.8%-1.4%2.890%
8/13/2025Lido Advisors LLC8,383$302K0.0%N/A0.013%
8/13/2025New York State Common Retirement Fund130,027$4.69M0.0%+0.9%0.203%
8/13/2025Loomis Sayles & Co. L P1,191,561$42.96M0.1%-2.4%1.862%
8/13/2025F m Investments LLC101,776$3.67M0.1%+45.0%0.159%
8/13/2025Norges Bank58,572$2.11M0.0%N/A0.092%
8/13/2025Hsbc Holdings PLC14,866$535K0.0%+17.0%0.023%
8/13/2025Aristides Capital LLC118,536$4.27M0.8%+34.2%0.185%
8/13/2025Russell Investments Group Ltd.28,234$1.02M0.0%-3.2%0.044%
8/12/2025Inceptionr LLC11,823$426K0.1%+47.4%0.018%
8/12/2025Boston Partners363,466$13.00M0.0%N/A0.568%
8/12/2025North Star Asset Management Inc.813,506$29.33M1.2%-0.3%1.272%
8/12/2025XTX Topco Ltd13,559$489K0.0%+50.5%0.021%
8/12/2025Clifford Capital Partners LLC435,431$15.70M3.0%+3.0%0.681%
8/12/2025Prudential Financial Inc.85,747$3.09M0.0%+38.0%0.134%
8/12/2025American Century Companies Inc.4,558,374$164.33M0.1%+1.0%7.125%
8/12/2025Rhumbline Advisers175,026$6.31M0.0%+0.9%0.274%
8/12/2025Legal & General Group Plc183,361$6.61M0.0%+6.2%0.287%
8/12/2025JPMorgan Chase & Co.383,914$13.84M0.0%-5.4%0.600%
8/12/2025Swiss National Bank122,274$4.41M0.0%-0.8%0.191%
8/12/2025Willis Investment Counsel62,033$2.24M0.1%+63.2%0.097%
8/12/2025Dynamic Technology Lab Private Ltd24,400$879K0.1%N/A0.038%
8/11/2025EMC Capital Management1,938$70K0.0%-68.2%0.003%
8/11/2025LSV Asset Management13,400$483K0.0%-94.2%0.021%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH48,163$1.74M0.0%-44.5%0.075%
8/8/2025Intech Investment Management LLC38,838$1.40M0.0%-52.3%0.061%
8/8/2025Cetera Investment Advisers10,897$393K0.0%-5.4%0.017%
8/8/2025Creative Planning51,497$1.86M0.0%+14.8%0.080%
8/8/2025SG Americas Securities LLC35,736$1.29M0.0%+59.1%0.056%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,332$589K0.0%+7.3%0.026%
8/8/2025Banco Bilbao Vizcaya Argentaria S.A.16,825$605K0.0%+31.1%0.026%
8/8/2025Police & Firemen s Retirement System of New Jersey14,462$521K0.0%+5.4%0.023%
8/8/2025Geode Capital Management LLC1,476,778$53.25M0.0%+0.6%2.308%
8/8/2025PNC Financial Services Group Inc.21,869$788K0.0%-1.3%0.034%
8/8/2025Wealth Alliance LLC6,623$239K0.0%+16.8%0.010%
8/8/2025KBC Group NV2,300$83K0.0%-27.9%0.004%
8/7/2025Boston Partners363,466$13.00M0.0%N/A0.568%
8/7/2025ProShare Advisors LLC14,353$517K0.0%-4.3%0.022%
8/7/2025Campbell & CO Investment Adviser LLC12,196$440K0.0%-58.6%0.019%
8/7/2025Connor Clark & Lunn Investment Management Ltd.59,922$2.16M0.0%N/A0.094%
8/7/2025Parkside Financial Bank & Trust1,355$49K0.0%+479.1%0.002%
8/7/2025Los Angeles Capital Management LLC22,086$796K0.0%+239.3%0.035%
8/6/2025Summit Investment Advisors Inc.6,444$237K0.2%-4.5%0.010%
8/6/2025Fox Run Management L.L.C.8,306$299K0.0%-38.6%0.013%
8/6/2025Penserra Capital Management LLC60,508$2.18M0.0%-2.1%0.095%
8/5/2025Crestwood Advisors Group LLC8,044$290K0.0%N/A0.013%
8/5/2025Bank of New York Mellon Corp510,203$18.39M0.0%-1.4%0.797%
8/5/2025Bank of Montreal Can13,011$469K0.0%-3.1%0.020%
8/4/2025Atria Investments Inc13,723$495K0.0%+25.6%0.021%
8/4/2025Keybank National Association OH8,989$324K0.0%-15.0%0.014%
8/1/2025Jennison Associates LLC31,681$1.14M0.0%+21.6%0.050%
8/1/2025Teacher Retirement System of Texas31,111$1.12M0.0%+104.9%0.049%
8/1/2025Envestnet Asset Management Inc.318,922$11.50M0.0%-4.0%0.501%
7/31/2025Oppenheimer Asset Management Inc.6,002$216K0.0%-32.0%0.009%
7/31/2025State of New Jersey Common Pension Fund D50,808$1.83M0.0%-13.3%0.080%
7/31/2025Asset Management One Co. Ltd.9,643$348K0.0%N/A0.015%
7/29/2025Mutual of America Capital Management LLC8,172$295K0.0%-11.8%0.013%
7/28/2025New York State Teachers Retirement System49,377$1.78M0.0%+18.3%0.078%
7/25/2025Allspring Global Investments Holdings LLC10,575$390K0.0%-5.4%0.017%
7/24/2025Blue Trust Inc.1,958$71K0.0%+28.6%0.003%
7/24/2025IFP Advisors Inc8,034$294K0.0%+23.7%0.013%
7/24/2025Callan Family Office LLC11,364$410K0.0%N/A0.018%
7/23/2025KLP Kapitalforvaltning AS20,500$739K0.0%+7.9%0.032%
(Data available from 1/1/2016 forward)

EVTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVTC shares?

During the previous two years, 269 institutional investors and hedge funds held shares of Evertec. The most heavily invested institutionals were FMR LLC ($329.49M), Vanguard Group Inc. ($262.30M), American Century Companies Inc. ($164.33M), Kayne Anderson Rudnick Investment Management LLC ($127.74M), Capital International Investors ($125.33M), State Street Corp ($88.29M), and Victory Capital Management Inc. ($72.35M).Learn more on Evertec's institutional investors.

What percentage of Evertec's stock is owned by institutional investors?

96.80% of Evertec's stock is owned by institutional investors. Learn more on EVTC's institutional investor holdings.

Which institutional investors have been buying Evertec's stock?

Of the 207 institutional investors that purchased Evertec's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.74M), Victory Capital Management Inc. ($1.23M), Norges Bank ($728.17K), Boston Partners ($726.93K), Canada Pension Plan Investment Board ($504.37K), Raymond James Financial Inc. ($310.21K), and Globeflex Capital L P ($286.08K).

How much institutional buying is happening at Evertec?

Institutional investors have bought a total of 8,988,968 shares in the last 24 months. This purchase volume represents approximately $313.96M in transactions.

Which of Evertec's major shareholders have been selling company stock?

Of the 125 institutional investors that sold Evertec's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($766.91K), Sei Investments Co. ($554.12K), Victory Capital Management Inc. ($330.75K), LSV Asset Management ($220.40K), Kayne Anderson Rudnick Investment Management LLC ($192.38K), Renaissance Technologies LLC ($187.30K), and Geode Capital Management LLC ($186.91K).

How much institutional selling is happening at Evertec?

Institutional investors have sold a total of 4,937,823 shares in the last 24 months. This volume of shares sold represents approximately $174.61M in transactions.



This page (NYSE:EVTC) was last updated on 10/6/2025 by MarketBeat.com Staff
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