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Evertec (EVTC) Institutional Ownership

Evertec logo
$30.07 +0.60 (+2.04%)
As of 08/28/2026 03:58 PM Eastern
Compare

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)
$545.44M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$98.24M
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EVTC Institutional Buying and Selling by Quarter

Evertec Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP54,551$1.52M0.0%+41.3%0.091%
8/26/2026 Amundi70,055$1.95M0.0%+371.4%0.117%
8/24/2026 California State Teachers Retirement System2,061,971$57.28M0.0%+3,417.1%3.451%
8/21/2026 Nykredit A S4,026$112K0.0%N/A0.007%
8/21/2026 Lone Peak Global Investors LLC584,685$16.24M2.2%+5.9%0.979%
8/20/2026 Susquehanna International Group LLP31,647$879K0.0%-5.8%0.053%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC127,739$3.55M0.0%+36,189.5%0.214%
8/18/2026 North Star Asset Management Inc.809,545$22.49M0.9%N/A1.355%
8/18/2026 Caitlin John LLC13,024$362K0.2%N/A0.022%
8/18/2026 Public Employees Retirement System of Ohio1,340$37K0.0%N/A0.002%
8/17/2026 Corient Private Wealth LP55,035$1.53M0.0%N/A0.092%
8/17/2026 Bank of America Corp DE282,036$7.84M0.0%N/A0.472%
8/15/2026 Freestone Grove Partners LP48,232$1.34M0.0%N/A0.081%
8/15/2026 Man Group plc51,751$1.44M0.0%N/A0.087%
8/15/2026 Jupiter Topco LLC27,262$758K0.0%N/A0.046%
8/14/2026 Palisade Capital Management LP162,140$4.50M0.2%N/A0.271%
8/14/2026 Canada Pension Plan Investment Board15,100$419K0.0%N/A0.025%
8/14/2026 Legal & General Group Plc155,750$4.33M0.0%N/A0.261%
8/14/2026 The Manufacturers Life Insurance Company 23,812$661K0.0%N/A0.040%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.16,800$467K0.0%N/A0.028%
8/13/2026 Globeflex Capital L P20,216$562K0.1%N/A0.034%
8/12/2026 Quantbot Technologies LP30,655$852K0.0%N/A0.051%
8/12/2026 Ieq Capital LLC30,456$846K0.0%N/A0.051%
8/12/2026 Callan Family Office LLC9,691$269K0.0%N/A0.016%
8/12/2026 Heartland Advisors Inc.840,400$23.35M1.0%N/A1.407%
8/11/2026 Allworth Financial LP1,372$38K0.0%N/A0.002%
8/8/2026 Meeder Asset Management Inc.3,817$106K0.0%N/A0.006%
8/7/2026 BlackRock Inc.9,161,745$254.51M0.0%N/A14.868%
8/7/2026 Deutsche Bank AG70,704$1.96M0.0%N/A0.115%
8/6/2026 Global Retirement Partners LLC1,720$48K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp457,153$12.70M0.0%N/A0.742%
8/6/2026 State of Wyoming2,937$82K0.0%N/A0.005%
8/3/2026 Walleye Capital LLC131,747$3.66M0.0%N/A0.214%
7/2/2026 Versant Capital Management Inc981$27K0.0%-26.0%0.002%
6/15/2026 Lombard Odier Asset Management Europe Ltd50,000$1.41M0.0%-35.1%0.081%
5/19/2026 Bank of America Corp DE309,627$8.74M0.0%+104.7%0.502%
5/19/2026 Smith Group Asset Management LLC17,697$499K0.0%+8.4%0.029%
5/18/2026 Amundi14,860$419K0.0%+14.6%0.024%
5/18/2026 EverSource Wealth Advisors LLC4,302$121K0.0%+13.9%0.007%
5/18/2026 California State Teachers Retirement System58,627$1.65M0.0%-0.8%0.095%
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5/18/2026 Royal Bank of Canada34,824$983K0.0%+1.4%0.057%
5/16/2026 Quantinno Capital Management LP22,737$642K0.0%+185.9%0.037%
5/15/2026 Lombard Odier Asset Management Europe Ltd50,000$1.41M0.1%-35.1%0.081%
5/14/2026 Renaissance Technologies LLC92,238$2.60M0.0%-29.6%0.150%
5/14/2026 Gamco Investors INC. ET AL20,229$571K0.0%+24.1%0.033%
5/14/2026 Aristides Capital LLC186,160$5.25M0.9%+38.7%0.302%
5/14/2026 Arrowstreet Capital Limited Partnership105,012$2.96M0.0%+22.5%0.170%
5/14/2026 Sei Investments Co.63,472$1.79M0.0%+293.5%0.103%
5/14/2026 Lido Advisors LLC12,398$350K0.0%+35.4%0.020%
5/14/2026 Walleye Capital LLC82,851$2.34M0.0%N/A0.134%
5/13/2026 Cetera Investment Advisers13,078$369K0.0%+6.2%0.021%
5/13/2026 First Trust Advisors LP44,442$1.25M0.0%-44.3%0.072%
5/8/2026 PNC Financial Services Group Inc.16,368$462K0.0%-12.6%0.027%
5/7/2026 Dimensional Fund Advisors LP1,566,018$44.19M0.0%-0.5%2.541%
5/7/2026 Heartland Advisors Inc.250,000$7.06M0.4%+5.3%0.406%
5/6/2026 Jennison Associates LLC60,934$1.72M0.0%+62.1%0.099%
5/6/2026 Gallacher Capital Management LLC8,090$228K0.1%N/A0.013%
5/6/2026 Bessemer Group Inc.2,006$57K0.0%+961.4%0.003%
5/6/2026 Allspring Global Investments Holdings LLC12,738$354K0.0%+12.0%0.021%
5/5/2026 Bank of New York Mellon Corp457,428$12.91M0.0%-1.5%0.742%
5/5/2026 Illinois Municipal Retirement Fund32,428$915K0.0%-7.6%0.053%
5/4/2026 Principal Financial Group Inc.427,560$12.07M0.0%+16.5%0.694%
5/1/2026 Fifth Third Bancorp17,193$485K0.0%+10,383.5%0.028%
4/30/2026 Equitable Trust Co.10,944$309K0.0%+21.3%0.018%
4/27/2026 Counterpoint Mutual Funds LLC20,207$570K0.1%N/A0.033%
4/27/2026 New York State Teachers Retirement System46,570$1.31M0.0%-4.2%0.076%
4/22/2026 Pictet Asset Management Holding SA10,614$300K0.0%+19.7%0.017%
4/21/2026 Louisiana State Employees Retirement System28,400$801K0.0%N/A0.046%
4/20/2026 Blue Trust Inc.2,007$57K0.0%+109.5%0.003%
4/16/2026 SG Americas Securities LLC76,649$2.16M0.0%+80.3%0.124%
4/16/2026 Diversified Trust Co17,736$501K0.0%+125.6%0.029%
3/9/2026 Corient 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%
2/19/2026 Corient Private Wealth LLC36,630$1.07M0.0%-2.0%0.057%
2/18/2026 Vident Advisory LLC22,337$650K0.0%+10.6%0.035%
2/18/2026 State of Tennessee Department of Treasury47,594$1.43M0.0%+57.7%0.074%
2/18/2026 Mackenzie Financial Corp12,089$351K0.0%N/A0.019%
2/18/2026 Fuller & Thaler Asset Management Inc.1,167,810$33.97M0.1%-0.8%1.825%
2/18/2026 XTX Topco Ltd30,196$878K0.0%N/A0.047%
2/18/2026 Voloridge Investment Management LLC285,693$8.31M0.0%+151.5%0.447%
2/18/2026 Tudor Investment Corp ET AL41,609$1.21M0.0%-28.7%0.065%
2/18/2026 Twinbeech Capital LP15,972$465K0.0%N/A0.025%
2/18/2026 Palisade Capital Management LP265,052$7.71M0.2%-12.5%0.414%
2/18/2026 Millennium Management LLC848,588$24.69M0.0%+23.7%1.326%
2/18/2026 Engineers Gate Manager LP41,831$1.22M0.0%+325.8%0.065%
2/18/2026 Clifford Capital Partners LLC434,427$12.64M2.1%-0.5%0.679%
2/18/2026 Balyasny Asset Management L.P.123,464$3.59M0.0%+72.6%0.193%
2/18/2026 Banco Bilbao Vizcaya Argentaria S.A.21,674$629K0.0%-17.3%0.034%
2/18/2026 Alpine Peaks Capital LP179,704$5.23M5.0%-5.8%0.281%
2/17/2026 Guggenheim Capital LLC15,968$465K0.0%N/A0.025%
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2/17/2026 AQR Capital Management LLC34,156$994K0.0%-22.8%0.053%
2/17/2026 Cetera Investment Advisers12,313$358K0.0%+3.6%0.019%
2/17/2026 Amundi12,962$377K0.0%-18.4%0.020%
2/17/2026 Laurion Capital Management LP24,202$704K0.0%N/A0.038%
2/17/2026 Price T Rowe Associates Inc. MD652,513$18.98M0.0%+1.2%1.020%
2/17/2026 Russell Investments Group Ltd.8,862$258K0.0%+12.2%0.014%
2/17/2026 Lombard Odier Asset Management Europe Ltd77,000$2.24M0.1%N/A0.120%
2/17/2026 Clark Capital Management Group Inc.525,235$15.28M0.1%+44.8%0.821%
2/17/2026 ExodusPoint Capital Management LP7,955$231K0.0%N/A0.012%
2/17/2026 Graham Capital Management L.P.7,310$213K0.0%-58.3%0.011%


EVTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 274 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 California State Teachers Retirement System ($57.28M).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 224 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), California State Teachers Retirement System ($2.00M), Heartland Advisors Inc. ($980.40K), Boston Partners ($890.33K), North Star Asset Management Inc. ($862.96K), and Millennium Management LLC ($766.06K).

Institutional investors have bought a total of 19,071,736 shares in the last 24 months. This purchase volume represents approximately $545.44M in transactions.

Of the 90 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 3,170,820 shares in the last 24 months. This volume of shares sold represents approximately $98.24M in transactions.


Related Companies

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 8/27/2026. New 13F filings are added each quarter as they're published.
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