EVERTEC, Inc. (EVTC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

64,929,333Shares Outstanding

859,506Shares held by institutions

$22,776,909Value of institutional holdings

90.99%Institutional ownership %

-0.57%Shares Changed QoQ

248No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 248 institutional investors hold a position in EVERTEC, Inc. (NYSE:EVTC).

Evertec saw its institutional ownership percentage fell to 91.0% in December 2025 from 97.7% in September 2025.
Institutional share ownership changed by -0.57% QoQ, while the number of institutional owners saw an increase of 2.06% YoY.
Among the 248 institutional holders of Evertec, 126 added to their stakes while 91 trimmed their positions and 31 held steady.
This class of investors decreased its holdings in Evertec to 59.08Mn shares for the 13F-cycle ending December 2025, down by 338.00K shares quarter on quarter, and down 5.53Mn shares year over year.
FMR LLC's holding of 9.60Mn shares as of December 31, 2025 makes it the primary institutional investor in Evertec, owning 14.78% of the stock.
Among the most significant buyers of Evertec during December 2025 were AMERICAN CENTURY COMPANIES INC (332.57K), D. E. Shaw & Co., Inc. (255.92K), VOLORIDGE INVESTMENT MANAGEMENT, LLC (172.10K), Point72 Asset Management, L.P. (170.44K), Clark Capital Management Group, Inc. (162.51K).
Leading sellers of Evertec stock in December 2025 included VICTORY CAPITAL MANAGEMENT INC (1.48Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (498.27K), AMERIPRISE FINANCIAL INC (249.46K), RENAISSANCE TECHNOLOGIES LLC (145.89K), ENVESTNET ASSET MANAGEMENT INC (99.67K).
The top 10 institutional holders of Evertec for the quarter ending December 2025 included FMR LLC (9.60Mn), BlackRock, Inc. (9.28Mn), VANGUARD GROUP INC (7.11Mn), AMERICAN CENTURY COMPANIES INC (5.23Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.87Mn), STATE STREET CORP (2.43Mn), DIMENSIONAL FUND ADVISORS LP (1.57Mn), GEODE CAPITAL MANAGEMENT, LLC (1.54Mn), FULLER & THALER ASSET MANAGEMENT, INC. (1.17Mn), LOOMIS SAYLES & CO L P (1.11Mn).

248 Institutional Holders

859,506 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
FMR LLC	31 Dec, 2025	9,597,558	321	0.00%	$279,192,964.00
BlackRock, Inc.	31 Dec, 2025	9,282,209	71,961	0.78%	$270,019,462.00
VANGUARD GROUP INC	31 Dec, 2025	7,108,287	-58,884	-0.82%	$206,780,069.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	5,226,583	332,570	6.80%	$152,041,299.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	2,869,144	-498,271	-14.80%	$83,463,400.00
STATE STREET CORP	31 Dec, 2025	2,431,777	-23,912	-0.97%	$70,740,393.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,574,381	61,591	4.07%	$45,798,576.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,544,727	1,068	0.07%	$44,943,641.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	1,167,810	-9,978	-0.85%	$33,971,605.00
LOOMIS SAYLES & CO L P	31 Dec, 2025	1,109,726	-51,847	-4.46%	$32,281,929.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	848,588	162,307	23.65%	$24,685,425.00
NORTH STAR ASSET MANAGEMENT INC	31 Dec, 2025	808,974	3,858	0.48%	$23,533,053.00
NORTHERN TRUST CORP	31 Dec, 2025	718,334	-52,821	-6.85%	$20,896,337.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	708,704	53,323	8.14%	$20,616,199.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	694,723	255,920	58.32%	$20,209,492.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	601,323	-249,460	-29.32%	$17,492,486.00
MORGAN STANLEY	31 Dec, 2025	539,746	52,793	10.84%	$15,701,281.00
Clark Capital Management Group, Inc.	31 Dec, 2025	525,235	162,512	44.80%	$15,279,086.00
Boston Partners	31 Dec, 2025	496,586	-30,278	-5.75%	$14,479,983.00
Bank of New York Mellon Corp	31 Dec, 2025	464,225	-32,702	-6.58%	$13,504,306.00

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