Evertec EVTC Institutional Ownership

NYSE EVTC

$32.97 +0.69 (+2.15%)

As of: Oct 22, 2026 · 10:28 AM EDT

Institutions by Trading Activity

251 Institutions

Increased 130 51.8%

Unchanged 32 12.7%

Reduced 89 35.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

61.17Mn

of 60.92Mn outstanding

▼-1.44% QoQ

Shares Outstanding

60.92Mn

Institutional Investors

251

filed 13F for Jun 2026

▼-6 vs prior quarter

Net Shares Added (QoQ)

-894.96K

distributed since last quarter

Value of Holdings

$1.94Bn

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

Updated Oct 11, 2026

EVERTEC, Inc. (NYSE:EVTC) appeared in the 13F filings of 251 institutional investors for the quarter ended June 30, 2026.

Total shares held in Evertec fell 1.44% from Q1 2026, while the number of holders fell 4.20% from Q2 2025.
Of these 251 holders, 130 added to their positions, 89 reduced their stakes and 32 left their positions unchanged.
In total, institutional investors held 61.17Mn shares of Evertec at the end of Q2 2026, down 894.96K from the prior quarter and down 1.81Mn from a year earlier.
As of June 30, 2026, the biggest holder of Evertec was BlackRock, Inc. with 9.16Mn shares.
The largest position increases in EVTC for Q2 2026 were by Heartland Advisors Inc (+590.4K shares), AQR Capital Management LLC (+546.64K shares), T. Rowe Price Associates Inc (+286.92K shares), Ameriprise Financial Inc (+251.64K shares) and Fuller & Thaler Asset Management, Inc. (+224.64K shares).
The largest position reductions in EVTC for Q2 2026 were by FMR LLC (-458.18K shares), Kayne Anderson Rudnick Investment Management LLC (-346.81K shares), D. E. Shaw & Co., Inc. (-281.25K shares), CX Institutional (-209.69K shares) and Millennium Management LLC (-194.52K shares).
Per Business Quant, the top 10 investors in EVTC for the quarter ended June 30, 2026 were BlackRock, Inc. (9.16Mn shares), FMR LLC (8.8Mn shares), American Century Companies Inc (5.19Mn shares), Vanguard Portfolio Management LLC (3.96Mn shares), Vanguard Capital Management LLC (2.77Mn shares), Kayne Anderson Rudnick Investment Management LLC (2.71Mn shares), State Street Corp (2.6Mn shares), Fuller & Thaler Asset Management, Inc. (2.06Mn shares), Geode Capital Management, LLC (1.57Mn shares) and Dimensional Fund Advisors LP (1.43Mn shares).

Form 13F Holdings

252 Institutional Holders

Report period 30 Jun, 2026

Total shares held 61.17Mn

Of outstanding —

#	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	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
20	PANAGORA ASSET MANAGEMENT INC	0000883677	472,642	0.78%	▲124,620	+35.81%	$13.13Mn

Showing 1 to 20 of 252 holders