Evertec EVTC Institutional Ownership

NYSE EVTC

$26.94 -0.10 (-0.37%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

253 Institutions

Increased 131 51.8%

Unchanged 33 13.0%

Reduced 89 35.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

101.66%

▲+1.22 pp QoQ

Shares Held by Institutions

61.93Mn

of 60.92Mn outstanding

▲+3.33% QoQ

Shares Outstanding

60.92Mn

-1.01Mn held outside 13F filers

Institutional Investors

253

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

+2.00Mn

accumulated since last quarter

Value of Holdings

$1.67Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

EVERTEC, Inc. (NYSE:EVTC) has 253 institutional investors with active 13F positions as of June 2026.

These investors held 101.7% of outstanding shares in June 2026, up from 100.4% in March 2026.
They increased total shares held in Evertec by 3.33% from last quarter, and the number of investors in EVTC decreased 3.8% annually.
Of these 253 holders, 131 added to their stakes in Evertec, 89 trimmed positions, and 33 made no changes.
The aggregate institutional position in Evertec amounted to 61.93Mn shares as of June 2026, up by 2.0Mn shares quarter on quarter, and down 1.05Mn shares year over year.
As of June 30, 2026, the biggest holder of Evertec is BlackRock, Inc. at 9.16Mn shares, representing 15.04% of shares outstanding.
Top purchasers of EVTC stock for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (758.03K), HEARTLAND ADVISORS INC (590.4K), AQR CAPITAL MANAGEMENT LLC (546.64K), PRICE T ROWE ASSOCIATES INC /MD/ (286.92K), Ameriprise Financial Inc (251.64K).
Leading sellers of Evertec shares for the quarter ending June 2026 were FMR LLC (458.18K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (346.82K), D. E. Shaw & Co., Inc. (281.25K), CX Institutional (209.69K), MILLENNIUM MANAGEMENT LLC (194.52K).
Per Business Quant data, the top 10 holders of Evertec for the quarter ending June 2026 are BlackRock, Inc. (9.16Mn), FMR LLC (8.8Mn), AMERICAN CENTURY COMPANIES INC (5.19Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.96Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.77Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.71Mn), State Street Corp (2.6Mn), FULLER & THALER ASSET MANAGEMENT, INC. (2.06Mn), GEODE CAPITAL MANAGEMENT, LLC (1.57Mn), DIMENSIONAL FUND ADVISORS LP (1.43Mn).

Form 13F Holdings

253 Institutional Holders

Report period 30 Jun, 2026

Total shares held 61.93Mn

Of outstanding 101.66%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,161,745	15.04%	▼137,822	-1.48%	$254.51Mn
2	FMR LLC	0000315066	8,798,971	14.44%	▼458,175	-4.95%	$244.44Mn
3	AMERICAN CENTURY COMPANIES INC	0000748054	5,189,201	8.52%	▲139,688	+2.77%	$144.16Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,961,258	6.50%	▲5,639	+0.14%	$110.04Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,765,581	4.54%	▼90,497	-3.17%	$76.83Mn
6	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	2,713,930	4.46%	▼346,815	-11.33%	$75.39Mn
7	State Street Corp	0000093751	2,604,668	4.28%	▲102,313	+4.09%	$72.35Mn
8	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	2,059,589	3.38%	▲224,644	+12.24%	$57.22Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,569,390	2.58%	▲30,824	+2.00%	$43.61Mn
10	DIMENSIONAL FUND ADVISORS LP	0000354204	1,426,463	2.34%	▼139,555	-8.91%	$39.63Mn
11	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	949,585	1.56%	▲286,918	+43.30%	$26.38K
12	HEARTLAND ADVISORS INC	0000937394	840,400	1.38%	▲590,400	+236.16%	$23.35Mn
13	Ameriprise Financial Inc	0000820027	830,620	1.36%	▲251,637	+43.46%	$23.07Mn
14	NORTH STAR ASSET MANAGEMENT INC	0001056559	809,545	1.33%	▲3,758	+0.47%	$22.49Mn
15	Northern Trust Corp	0000073124	793,795	1.30%	▲10,296	+1.31%	$22.05Mn
16	Sixth Street Partners Management Company, L.P.	0001812095	758,026	1.24%	▲758,026	0.00%	$21.06Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	758,026	1.24%	▼23,023	-2.95%	$21.06Mn
17	AQR CAPITAL MANAGEMENT LLC	0001167557	708,230	1.16%	▲546,642	+338.29%	$19.67Mn
18	LONE PEAK GLOBAL INVESTORS LLC	0001730467	584,685	0.96%	▲32,764	+5.94%	$16.24Mn
19	Clark Capital Management Group, Inc.	0001352187	562,394	0.92%	▼33,952	-5.69%	$15.62Mn

Showing 1 to 20 of 253 holders