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Evertec (EVTC) Institutional Ownership

Evertec logo
$24.33 +0.70 (+2.95%)
Closing price 05/18/2026 03:59 PM Eastern
Extended Trading
$24.55 +0.22 (+0.92%)
As of 08:40 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)
157
Total
Institutional Inflows
(last 12 months)
$215.38M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$139.80M
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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
5/19/2026Smith Group Asset Management LLC17,697$499K0.0%+8.4%0.029%
5/18/2026Amundi14,860$419K0.0%+14.6%0.024%
5/18/2026 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%
5/18/2026 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%
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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%
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%
2/17/2026Amundi12,962$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%
2/16/2026 Squarepoint Ops LLC35,459$1.03M0.0%N/A0.055%
2/16/2026 Verition 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%
2/16/2026 Mariner LLC10,250$298K0.0%+17.6%0.016%
2/16/2026 Barclays PLC147,138$4.28M0.0%+10.3%0.230%
2/16/2026 Bridge City Capital LLC72,220$2.10M0.6%-14.1%0.113%
2/16/2026 Aigen Investment Management LP7,094$206K0.0%-17.7%0.011%
2/13/2026 Kestra Advisory Services LLC1,060$31K0.0%N/A0.002%
2/13/2026 Marshall Wace LLP15,853$461K0.0%-84.0%0.025%
2/13/2026 The Manufacturers Life Insurance Company 24,014$699K0.0%-7.5%0.038%
2/13/2026 CANADA LIFE ASSURANCE Co54,262$1.58M0.0%-22.9%0.085%
2/13/2026 Stifel Financial Corp114,232$3.32M0.0%+41.3%0.179%
2/13/2026 Schroder Investment Management Group67,661$1.97M0.0%+1.3%0.106%
2/13/2026 Public Sector Pension Investment Board221,413$6.44M0.0%-11.3%0.346%
2/13/2026 First Trust Advisors LP79,849$2.32M0.0%+97.7%0.125%
2/13/2026 Charles 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%
2/13/2026 Wells Fargo & Company MN450,030$13.09M0.0%-9.3%0.703%
2/12/2026 Jane Street Group LLC143,893$4.19M0.0%+102.1%0.225%
2/12/2026 HRT Financial LP19,088$555K0.0%+10.9%0.030%
2/12/2026 DRW Securities LLC13,600$396K0.0%-27.4%0.021%
2/12/2026 MetLife Investment Management LLC37,004$1.08M0.0%-3.7%0.058%
2/12/2026 Aristides Capital LLC134,216$3.90M0.5%+13.2%0.210%
2/12/2026 Renaissance Technologies LLC130,938$3.81M0.0%-52.7%0.205%
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2/12/2026 Dimensional Fund Advisors LP1,574,381$45.80M0.0%+4.1%2.461%
2/12/2026 Ensign Peak Advisors Inc5,460$159K0.0%-70.9%0.009%
2/12/2026 Fuller & Thaler Asset Management Inc.1,167,810$33.97M0.1%-0.8%1.825%
2/12/2026 Campbell & CO Investment Adviser LLC22,542$656K0.0%N/A0.035%
2/12/2026QSV Equity Investors LLC28,538$830K1.2%-31.8%0.045%
2/12/2026 Loomis Sayles & Co. L P1,109,726$32.28M0.0%-4.5%1.734%
2/12/2026 Swiss National Bank126,274$3.67M0.0%+1.9%0.197%
2/12/2026 Principal Securities Inc.7,783$226K0.0%+242.7%0.012%
2/12/2026 Nuveen LLC264,311$7.69M0.0%+7.2%0.413%
2/11/2026 Heartland Advisors Inc.237,500$6.91M0.4%+18.8%0.371%


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), 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 222 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 6,520,695 shares in the last 24 months. This purchase volume represents approximately $215.38M in transactions.

Of the 103 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 4,315,338 shares in the last 24 months. This volume of shares sold represents approximately $139.80M in transactions.



This page (NYSE:EVTC) was last updated on 5/19/2026 by MarketBeat.com Staff.
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