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Evertec (EVTC) Institutional Ownership

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$30.72 +0.45 (+1.47%)
As of 01:43 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)
155
Total
Institutional Inflows
(last 12 months)
$219.21M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$138.66M
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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
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%
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%
5/6/2026 Gallacher 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%
4/16/2026 Diversified Trust Co17,736$501K0.0%+125.6%0.029%
3/9/2026Corient Private Wealth LLC36,630$1.07M0.0%-2.0%0.059%
2/24/2026 River Road Asset Management LLC980,239$28.52M0.3%-46.0%1.532%
The chipmaker 148 times smaller than NVIDIA supplying Musk (Ad)

According to Yahoo Finance, Elon Musk's latest project could 'upend another industry just as he did with cars and rockets.' Tech investor Jeff Brown - a former senior executive at Qualcomm, Juniper Networks, and NXP Semiconductors - says one tiny chipmaker, 148 times smaller than NVIDIA, is set to supply Musk with 5 billion chips over the next two years. Early investors in Tesla and SpaceX saw life-changing returns. Brown believes this overlooked chipmaker could offer a similar opportunity, with entry points currently around $50.tc pixel

Click here to see Jeff Brown's full breakdown of this chipmaker
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%
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%
2/17/2026Russell Investments Group Ltd.8,862$258K0.0%+12.2%0.014%
2/17/2026Lombard Odier Asset Management Europe Ltd77,000$2.24M0.1%N/A0.120%
2/17/2026Clark Capital Management Group Inc.525,235$15.28M0.1%+44.8%0.821%
2/17/2026ExodusPoint Capital Management LP7,955$231K0.0%N/A0.012%
2/17/2026Graham Capital Management L.P.7,310$213K0.0%-58.3%0.011%
2/16/2026Squarepoint Ops LLC35,459$1.03M0.0%N/A0.055%
2/16/2026Verition Fund Management LLC19,900$579K0.0%-13.8%0.031%
2/16/2026Panagora Asset Management Inc.236,735$6.89M0.0%+40.9%0.370%
2/16/2026MML Investors Services LLC13,380$389K0.0%+48.1%0.021%
2/16/2026Mariner LLC10,250$298K0.0%+17.6%0.016%
2/16/2026Barclays PLC147,138$4.28M0.0%+10.3%0.230%
2/16/2026Bridge City Capital LLC72,220$2.10M0.6%-14.1%0.113%
2/16/2026Aigen Investment Management LP7,094$206K0.0%-17.7%0.011%
2/13/2026Kestra Advisory Services LLC1,060$31K0.0%N/A0.002%
2/13/2026Marshall Wace LLP15,853$461K0.0%-84.0%0.025%
2/13/2026The Manufacturers Life Insurance Company 24,014$699K0.0%-7.5%0.038%
2/13/2026CANADA LIFE ASSURANCE Co54,262$1.58M0.0%-22.9%0.085%
2/13/2026Stifel Financial Corp114,232$3.32M0.0%+41.3%0.179%
2/13/2026Schroder Investment Management Group67,661$1.97M0.0%+1.3%0.106%
2/13/2026Public Sector Pension Investment Board221,413$6.44M0.0%-11.3%0.346%
2/13/2026First Trust Advisors LP79,849$2.32M0.0%+97.7%0.125%
2/13/2026Charles Schwab Investment Management Inc.708,704$20.62M0.0%+8.1%1.108%
2/13/2026State Street Corp2,431,777$70.74M0.0%-1.0%3.801%
2/13/2026Boston Partners496,586$14.48M0.0%-5.7%0.776%
2/13/2026Wells Fargo & Company MN450,030$13.09M0.0%-9.3%0.703%
2/12/2026Jane Street Group LLC143,893$4.19M0.0%+102.1%0.225%
2/12/2026HRT Financial LP19,088$555K0.0%+10.9%0.030%
2/12/2026DRW Securities LLC13,600$396K0.0%-27.4%0.021%
The chipmaker 148 times smaller than NVIDIA supplying Musk (Ad)

According to Yahoo Finance, Elon Musk's latest project could 'upend another industry just as he did with cars and rockets.' Tech investor Jeff Brown - a former senior executive at Qualcomm, Juniper Networks, and NXP Semiconductors - says one tiny chipmaker, 148 times smaller than NVIDIA, is set to supply Musk with 5 billion chips over the next two years. Early investors in Tesla and SpaceX saw life-changing returns. Brown believes this overlooked chipmaker could offer a similar opportunity, with entry points currently around $50.tc pixel

Click here to see Jeff Brown's full breakdown of this chipmaker
2/12/2026MetLife Investment Management LLC37,004$1.08M0.0%-3.7%0.058%
2/12/2026Aristides Capital LLC134,216$3.90M0.5%+13.2%0.210%
2/12/2026Renaissance Technologies LLC130,938$3.81M0.0%-52.7%0.205%
2/12/2026Dimensional Fund Advisors LP1,574,381$45.80M0.0%+4.1%2.461%
2/12/2026Ensign Peak Advisors Inc5,460$159K0.0%-70.9%0.009%
2/12/2026Fuller & Thaler Asset Management Inc.1,167,810$33.97M0.1%-0.8%1.825%
2/12/2026Campbell & CO Investment Adviser LLC22,542$656K0.0%N/A0.035%
2/12/2026QSV Equity Investors LLC28,538$830K1.2%-31.8%0.045%
2/12/2026Loomis Sayles & Co. L P1,109,726$32.28M0.0%-4.5%1.734%
2/12/2026Swiss National Bank126,274$3.67M0.0%+1.9%0.197%


EVTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 268 institutional investors and hedge funds held shares of Evertec. The most heavily invested institutionals were FMR LLC ($329.49M), Vanguard Group Inc. ($206.78M), American Century Companies Inc. ($165.32M), Kayne Anderson Rudnick Investment Management LLC ($127.74M), State Street Corp ($70.74M), Victory Capital Management Inc. ($50.88M), and Geode Capital Management LLC ($44.94M).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 221 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 ($2.87M), Boston Partners ($890.33K), Millennium Management LLC ($766.06K), American Century Companies Inc. ($589.97K), Canada Pension Plan Investment Board ($504.37K), Clark Capital Management Group Inc. ($352.02K), and Raymond James Financial Inc. ($310.21K).

Institutional investors have bought a total of 6,661,180 shares in the last 24 months. This purchase volume represents approximately $219.21M in transactions.

Of the 102 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 ($861.75K), Sei Investments Co. ($554.76K), Victory Capital Management Inc. ($289.83K), LSV Asset Management ($219.90K), Natixis Advisors LLC ($204.68K), Renaissance Technologies LLC ($184.59K), and Tudor Investment Corp ET AL ($153.29K).

Institutional investors have sold a total of 4,290,684 shares in the last 24 months. This volume of shares sold represents approximately $138.66M in transactions.



This page (NYSE:EVTC) was last updated on 7/20/2026 by MarketBeat.com Staff.
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