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Evertec (EVTC) Institutional Ownership

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$29.87 +0.02 (+0.08%)
Closing price 08/7/2026 03:59 PM Eastern
Extended Trading
$30.04 +0.17 (+0.58%)
As of 04:09 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Evertec (NYSE:EVTC)

Current
Institutional Ownership
Percentage
96.80%
Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$472.88M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$134.91M
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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
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%
6/15/2026Lombard 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%
5/19/2026 Smith Group Asset Management LLC17,697$499K0.0%+8.4%0.029%
5/18/2026Amundi14,860$419K0.0%+14.6%0.024%
5/18/2026 EverSource 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%
5/14/2026 Lido Advisors LLC12,398$350K0.0%+35.4%0.020%
5/14/2026 Walleye Capital LLC82,851$2.34M0.0%N/A0.134%
5/13/2026Cetera Investment Advisers13,078$369K0.0%+6.2%0.021%
5/13/2026First Trust Advisors LP44,442$1.25M0.0%-44.3%0.072%
5/8/2026 PNC 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%
5/6/2026 Jennison Associates LLC60,934$1.72M0.0%+62.1%0.099%
5/6/2026 Gallacher Capital Management LLC8,090$228K0.1%N/A0.013%
5/6/2026Bessemer Group Inc.2,006$57K0.0%+961.4%0.003%
5/6/2026Allspring Global Investments Holdings LLC12,738$354K0.0%+12.0%0.021%
5/5/2026 Bank 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%
5/4/2026 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%
Why Trump really wants Greenland (Ad)

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.tc pixel

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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%
3/9/2026Corient 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%
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%
2/17/2026 Russell 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%
2/16/2026 Panagora Asset Management Inc.236,735$6.89M0.0%+40.9%0.370%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

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2/13/2026Charles Schwab Investment Management Inc.708,704$20.62M0.0%+8.1%1.108%
2/13/2026 State Street Corp2,431,777$70.74M0.0%-1.0%3.801%
2/13/2026 Boston 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%
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%


EVTC Institutional Ownership - Frequently Asked Questions

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), 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 219 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), Boston Partners ($890.33K), Millennium Management LLC ($766.06K), Canada Pension Plan Investment Board ($504.37K), Bank of New York Mellon Corp ($464.77K), and American Century Companies Inc. ($381.79K).

Institutional investors have bought a total of 15,950,186 shares in the last 24 months. This purchase volume represents approximately $472.88M in transactions.

Of the 93 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 4,186,569 shares in the last 24 months. This volume of shares sold represents approximately $134.91M 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 8/8/2026. New 13F filings are added each quarter as they're published.
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