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Evertec (EVTC) Institutional Ownership

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$29.66 +0.32 (+1.08%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$29.66 +0.00 (+0.01%)
As of 10/9/2026 07:30 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)
151
Total
Institutional Inflows
(last 12 months)
$489.59M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$98.09M
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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
10/8/2026Farther Finance Advisors LLC7,115$192K0.0%+937.2%0.012%
9/9/2026Engineers Gate Manager LP11,512$320K0.0%-69.5%0.019%
9/9/2026Integrated Wealth Concepts LLC1,356$38K0.0%N/A0.002%
9/8/2026Allworth Financial LP1,372$38K0.0%+166.9%0.002%
9/8/2026Arizona State Retirement System17,003$472K0.0%-3.6%0.028%
9/8/2026Nykredit A S4,026$112K0.0%N/A0.007%
8/27/2026Corient Private Wealth LP54,551$1.52M0.0%+41.3%0.091%
8/26/2026Amundi70,055$1.95M0.0%+371.4%0.117%
8/21/2026Nykredit A S4,026$112K0.0%N/A0.007%
8/21/2026Lone Peak Global Investors LLC584,685$16.24M2.2%+5.9%0.979%
8/20/2026Susquehanna International Group LLP31,647$879K0.0%-5.8%0.053%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC127,739$3.55M0.0%+36,189.5%0.214%
8/18/2026North Star Asset Management Inc.809,545$22.49M0.9%N/A1.355%
8/18/2026Caitlin John LLC13,024$362K0.2%N/A0.022%
8/18/2026Public Employees Retirement System of Ohio1,340$37K0.0%N/A0.002%
8/17/2026Corient Private Wealth LP55,035$1.53M0.0%N/A0.092%
8/17/2026Bank of America Corp DE282,036$7.84M0.0%N/A0.472%
8/15/2026Freestone Grove Partners LP48,232$1.34M0.0%N/A0.081%
8/15/2026Man Group plc51,751$1.44M0.0%N/A0.087%
8/15/2026Jupiter Topco LLC27,262$758K0.0%N/A0.046%
8/14/2026Palisade Capital Management LP162,140$4.50M0.2%N/A0.271%
8/14/2026Canada Pension Plan Investment Board15,100$419K0.0%N/A0.025%
8/14/2026Legal & General Group Plc155,750$4.33M0.0%N/A0.261%
8/14/2026The Manufacturers Life Insurance Company23,812$661K0.0%N/A0.040%
8/13/2026Connor Clark & Lunn Investment Management Ltd.16,800$467K0.0%N/A0.028%
8/13/2026Globeflex Capital L P20,216$562K0.1%N/A0.034%
8/12/2026Quantbot Technologies LP30,655$852K0.0%N/A0.051%
8/12/2026Ieq Capital LLC30,456$846K0.0%N/A0.051%
8/12/2026Callan Family Office LLC9,691$269K0.0%N/A0.016%
8/12/2026Heartland Advisors Inc.840,400$23.35M1.0%N/A1.407%
8/11/2026Allworth Financial LP1,372$38K0.0%N/A0.002%
8/8/2026Meeder Asset Management Inc.3,817$106K0.0%N/A0.006%
8/7/2026BlackRock Inc.9,161,745$254.51M0.0%N/A14.868%
8/7/2026Deutsche Bank AG70,704$1.96M0.0%N/A0.115%
8/6/2026Global Retirement Partners LLC1,720$48K0.0%N/A0.003%
8/6/2026Bank of New York Mellon Corp457,153$12.70M0.0%N/A0.742%
8/6/2026State of Wyoming2,937$82K0.0%N/A0.005%
8/3/2026Walleye Capital LLC131,747$3.66M0.0%N/A0.214%
7/2/2026 Versant Capital Management Inc981$27K0.0%-26.0%0.002%
6/15/2026Lombard Odier Asset Management Europe Ltd50,000$1.41M0.0%-35.1%0.081%
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5/19/2026Bank of America Corp DE309,627$8.74M0.0%+104.7%0.502%
5/19/2026Smith Group Asset Management LLC17,697$499K0.0%+8.4%0.029%
5/18/2026Amundi14,860$419K0.0%+14.6%0.024%
5/18/2026EverSource Wealth Advisors LLC4,302$121K0.0%+13.9%0.007%
5/18/2026California State Teachers Retirement System58,627$1.65M0.0%-0.8%0.095%
5/18/2026Royal Bank of Canada34,824$983K0.0%+1.4%0.057%
5/16/2026Quantinno Capital Management LP22,737$642K0.0%+185.9%0.037%
5/15/2026Lombard Odier Asset Management Europe Ltd50,000$1.41M0.1%-35.1%0.081%
5/14/2026Renaissance Technologies LLC92,238$2.60M0.0%-29.6%0.150%
5/14/2026Gamco Investors INC. ET AL20,229$571K0.0%+24.1%0.033%
5/14/2026Aristides Capital LLC186,160$5.25M0.9%+38.7%0.302%
5/14/2026Arrowstreet Capital Limited Partnership105,012$2.96M0.0%+22.5%0.170%
5/14/2026Sei Investments Co.63,472$1.79M0.0%+293.5%0.103%
5/14/2026Lido Advisors LLC12,398$350K0.0%+35.4%0.020%
5/14/2026Walleye Capital LLC82,851$2.34M0.0%N/A0.134%
5/13/2026Cetera Investment Advisers13,078$369K0.0%+6.2%0.021%
5/13/2026First Trust Advisors LP44,442$1.25M0.0%-44.3%0.072%
5/8/2026PNC Financial Services Group Inc.16,368$462K0.0%-12.6%0.027%
5/7/2026Dimensional Fund Advisors LP1,566,018$44.19M0.0%-0.5%2.541%
5/7/2026Heartland Advisors Inc.250,000$7.06M0.4%+5.3%0.406%
5/6/2026Jennison Associates LLC60,934$1.72M0.0%+62.1%0.099%
5/6/2026Gallacher Capital Management LLC8,090$228K0.1%N/A0.013%
5/6/2026Bessemer Group Inc.2,006$57K0.0%+961.4%0.003%
5/6/2026Allspring Global Investments Holdings LLC12,738$354K0.0%+12.0%0.021%
5/5/2026Bank of New York Mellon Corp457,428$12.91M0.0%-1.5%0.742%
5/5/2026Illinois Municipal Retirement Fund32,428$915K0.0%-7.6%0.053%
5/4/2026Principal Financial Group Inc.427,560$12.07M0.0%+16.5%0.694%
5/1/2026Fifth Third Bancorp17,193$485K0.0%+10,383.5%0.028%
4/30/2026Equitable Trust Co.10,944$309K0.0%+21.3%0.018%
4/27/2026Counterpoint Mutual Funds LLC20,207$570K0.1%N/A0.033%
4/27/2026New York State Teachers Retirement System46,570$1.31M0.0%-4.2%0.076%
4/22/2026Pictet Asset Management Holding SA10,614$300K0.0%+19.7%0.017%
4/21/2026Louisiana State Employees Retirement System28,400$801K0.0%N/A0.046%
4/20/2026Blue Trust Inc.2,007$57K0.0%+109.5%0.003%
4/16/2026SG Americas Securities LLC76,649$2.16M0.0%+80.3%0.124%
4/16/2026Diversified Trust Co17,736$501K0.0%+125.6%0.029%
3/9/2026Corient Private Wealth LLC36,630$1.07M0.0%-2.0%0.059%
2/24/2026River Road Asset Management LLC980,239$28.52M0.3%-46.0%1.532%
2/19/2026Corient Private Wealth LLC36,630$1.07M0.0%-2.0%0.057%
2/18/2026Vident Advisory LLC22,337$650K0.0%+10.6%0.035%
2/18/2026State of Tennessee Department of Treasury47,594$1.43M0.0%+57.7%0.074%
2/18/2026Mackenzie Financial Corp12,089$351K0.0%N/A0.019%
2/18/2026Fuller & Thaler Asset Management Inc.1,167,810$33.97M0.1%-0.8%1.825%
2/18/2026XTX Topco Ltd30,196$878K0.0%N/A0.047%
2/18/2026Voloridge Investment Management LLC285,693$8.31M0.0%+151.5%0.447%
2/18/2026Tudor Investment Corp ET AL41,609$1.21M0.0%-28.7%0.065%
2/18/2026Twinbeech Capital LP15,972$465K0.0%N/A0.025%
2/18/2026Palisade Capital Management LP265,052$7.71M0.2%-12.5%0.414%
2/18/2026Millennium Management LLC848,588$24.69M0.0%+23.7%1.326%
2/18/2026Engineers Gate Manager LP41,831$1.22M0.0%+325.8%0.065%
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2/18/2026Clifford Capital Partners LLC434,427$12.64M2.1%-0.5%0.679%
2/18/2026Balyasny Asset Management L.P.123,464$3.59M0.0%+72.6%0.193%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.21,674$629K0.0%-17.3%0.034%
2/18/2026Alpine Peaks Capital LP179,704$5.23M5.0%-5.8%0.281%
2/17/2026Guggenheim Capital LLC15,968$465K0.0%N/A0.025%
2/17/2026AQR Capital Management LLC34,156$994K0.0%-22.8%0.053%
2/17/2026Cetera Investment Advisers12,313$358K0.0%+3.6%0.019%
2/17/2026Amundi12,962$377K0.0%-18.4%0.020%
2/17/2026Laurion Capital Management LP24,202$704K0.0%N/A0.038%
2/17/2026Price T Rowe Associates Inc. MD652,513$18.98M0.0%+1.2%1.020%


EVTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 276 institutional investors and hedge funds held shares of Evertec. The most heavily invested institutionals were FMR LLC ($329.49M), BlackRock Inc. ($254.51M), Vanguard Group Inc. ($206.78M), American Century Companies Inc. ($165.32M), Kayne Anderson Rudnick Investment Management LLC ($127.74M), State Street Corp ($70.74M), and Victory Capital Management Inc. ($50.88M).Learn more on Evertec's institutional investors.

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

Of the 226 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: BlackRock Inc. ($9.16M), FMR LLC ($2.87M), Heartland Advisors Inc. ($980.40K), Boston Partners ($890.33K), North Star Asset Management Inc. ($862.96K), Millennium Management LLC ($766.06K), and Canada Pension Plan Investment Board ($519.47K).

Institutional investors have bought a total of 17,066,713 shares in the last 24 months. This purchase volume represents approximately $489.59M in transactions.

Of the 89 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: River Road Asset Management LLC ($836.36K), Victory Capital Management Inc. ($289.83K), Natixis Advisors LLC ($204.68K), Renaissance Technologies LLC ($184.59K), Tudor Investment Corp ET AL ($153.29K), UBS Group AG ($114.88K), and Amundi ($109.03K).

Institutional investors have sold a total of 3,172,313 shares in the last 24 months. This volume of shares sold represents approximately $98.09M in transactions.



Institutional ownership data for NYSE:EVTC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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