Security Snapshot

EVERTEC, Inc. - Evertec Ord Shs (EVTC) Institutional Ownership

CUSIP: 30040P103

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

265

Shares (Excl. Options)

61,481,108

Price

$29.09

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Type / Class
Equity / Evertec Ord Shs
Symbol
EVTC on NYSE
Shares outstanding
63,758,756
Price per share
$28.22
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
61,481,108
Total reported value
$1,788,582,022
% of total 13F portfolios
0%
Share change
-1,848,735
Value change
-$56,670,201
Number of holders
265
Price from insider filings
$28.22
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • EVTC - EVERTEC, Inc. - Evertec Ord Shs is tracked under CUSIP 30040P103.
  • 265 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 265 to 21 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,788,582,022 to $12,699,142.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 265 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 30040P103?
CUSIP 30040P103 identifies EVTC - EVERTEC, Inc. - Evertec Ord Shs in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of EVERTEC, Inc. - Evertec Ord Shs (EVTC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% $319,044,684 9,345,187 BlackRock, Inc. 31 Mar 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4.5% $82,287,050 2,869,144 Kayne Anderson Rudnick Investment Management, LLC 31 Dec 2025

As of 31 Dec 2025, 265 institutional investors reported holding 61,481,108 shares of EVERTEC, Inc. - Evertec Ord Shs (EVTC). This represents 96% of the company’s total 63,758,756 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of EVERTEC, Inc. - Evertec Ord Shs (EVTC) together control 80% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 15% 9,597,558 +0% 0.01% $279,192,964
BlackRock, Inc. 15% 9,282,209 +0.78% 0% $270,019,462
VANGUARD GROUP INC 11% 7,108,287 -0.82% 0% $206,780,069
AMERICAN CENTURY COMPANIES INC 8.2% 5,226,583 +6.8% 0.08% $152,041,299
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4.5% 2,869,144 -15% 0.22% $83,463,400
STATE STREET CORP 3.8% 2,431,777 -0.97% 0% $70,740,393
DIMENSIONAL FUND ADVISORS LP 2.5% 1,574,381 +4.1% 0.01% $45,798,576
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,544,727 +0.07% 0% $44,943,641
FULLER & THALER ASSET MANAGEMENT, INC. 1.8% 1,167,810 -0.85% 0.11% $33,971,605
LOOMIS SAYLES & CO L P 1.7% 1,109,726 -4.5% 0.04% $32,281,929
River Road Asset Management, LLC 1.5% 980,239 -46% 0.31% $28,515,153
MILLENNIUM MANAGEMENT LLC 1.3% 848,588 +24% 0.02% $24,685,425
NORTH STAR ASSET MANAGEMENT INC 1.3% 808,974 +0.48% 0.95% $23,533,053
NORTHERN TRUST CORP 1.1% 718,334 -6.8% 0% $20,896,337
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 708,704 +8.1% 0% $20,616,199
D. E. Shaw & Co., Inc. 1.1% 694,723 +58% 0.02% $20,209,492
PRICE T ROWE ASSOCIATES INC /MD/ 1% 652,513 +1.2% 0% $18,983,000
AMERIPRISE FINANCIAL INC 0.94% 601,323 -29% 0% $17,492,486
MORGAN STANLEY 0.85% 539,746 +11% 0% $15,701,281
Clark Capital Management Group, Inc. 0.82% 525,235 +45% 0.09% $15,279,086
Boston Partners 0.78% 496,586 -5.7% 0.01% $14,479,983
Bank of New York Mellon Corp 0.73% 464,225 -6.6% 0% $13,504,306
WELLS FARGO & COMPANY/MN 0.71% 450,030 -9.3% 0% $13,091,372
CLIFFORD CAPITAL PARTNERS LLC 0.68% 434,427 -0.52% 2.1% $12,637,481
Qube Research & Technologies Ltd 0.62% 396,612 +17% 0.02% $11,537,443

Institutional Holders of EVERTEC, Inc. - Evertec Ord Shs (EVTC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 450,075 $12,699,142 +$7,060,182 $28.22 21
2025 Q4 61,481,108 $1,788,582,022 -$56,670,201 $29.09 265
2025 Q3 63,490,842 $2,144,668,438 -$17,957,771 $33.78 269
2025 Q2 63,985,266 $2,306,929,972 +$19,899,975 $36.05 267
2025 Q1 63,589,221 $2,337,956,640 -$52,357,966 $36.77 251
2024 Q4 65,075,107 $2,247,007,265 +$7,531,759 $34.53 244
2024 Q3 64,676,360 $2,191,876,526 +$4,484,860 $33.89 245
2024 Q2 64,736,306 $2,152,535,206 -$48,080,379 $33.25 241
2024 Q1 65,988,296 $2,632,029,020 +$34,990,155 $39.90 260
2023 Q4 65,089,636 $2,664,769,162 +$48,249,837 $40.94 263
2023 Q3 63,941,914 $2,377,395,624 +$31,535,102 $37.18 253
2023 Q2 63,065,635 $2,322,559,546 +$10,826,758 $36.83 234
2023 Q1 63,001,188 $2,126,046,275 -$3,231,629 $33.75 247
2022 Q4 63,372,853 $2,052,242,237 -$32,387,077 $32.38 246
2022 Q3 64,422,733 $2,020,258,042 +$156,497,739 $31.35 237
2022 Q2 59,163,724 $2,181,460,938 +$4,604,157 $36.88 234
2022 Q1 59,312,627 $2,428,461,085 -$27,597,352 $40.93 236
2021 Q4 59,786,086 $2,987,274,092 +$41,676,080 $49.98 246
2021 Q3 58,876,134 $2,693,128,906 -$12,886,787 $45.72 225
2021 Q2 58,292,432 $2,544,378,451 +$44,128,341 $43.65 223
2021 Q1 57,963,792 $2,158,306,016 +$8,100,849 $37.22 210
2020 Q4 57,732,665 $2,270,082,086 -$27,700,007 $39.32 223
2020 Q3 58,658,496 $2,036,448,005 -$17,326,429 $34.71 194
2020 Q2 59,318,303 $1,665,443,530 +$17,014,575 $28.10 185
2020 Q1 58,834,193 $1,336,455,020 +$2,648,379 $22.73 193
2019 Q4 58,671,150 $1,995,493,181 +$26,939,698 $34.04 218
2019 Q3 57,761,378 $1,801,940,468 -$23,267,726 $31.22 237
2019 Q2 58,451,723 $1,909,082,101 +$71,299,189 $32.70 216
2019 Q1 57,692,382 $1,603,921,299 -$32,425,424 $27.81 224
2018 Q4 58,772,676 $1,685,637,581 -$17,177,962 $28.70 211
2018 Q3 59,488,689 $1,433,568,338 +$11,011,571 $24.10 185
2018 Q2 59,147,215 $1,292,610,946 -$28,993,014 $21.85 179
2018 Q1 62,087,468 $1,015,099,612 +$39,812,540 $16.35 153
2017 Q4 60,512,545 $826,026,414 +$16,138,477 $13.65 152
2017 Q3 58,633,093 $929,419,443 +$3,273,984 $15.85 162
2017 Q2 58,271,917 $1,008,104,762 -$2,039,955 $17.30 136
2017 Q1 58,462,718 $929,537,318 +$52,349,525 $15.90 137
2016 Q4 58,889,305 $1,045,285,317 -$9,543,885 $17.75 131
2016 Q3 59,052,918 $990,096,855 -$24,811,823 $16.78 129
2016 Q2 60,769,540 $944,347,393 -$25,495,349 $15.54 116
2016 Q1 62,593,100 $875,127,637 -$23,912,817 $13.98 120
2015 Q4 63,219,714 $1,057,972,263 -$24,262,657 $16.74 116
2015 Q3 64,393,934 $1,163,595,572 -$20,954,310 $18.07 123
2015 Q2 65,563,046 $1,392,554,594 -$980,032 $21.24 122
2015 Q1 63,329,261 $1,384,118,814 -$907,887 $21.86 116
2014 Q4 65,558,784 $1,450,505,280 -$29,929,452 $22.13 123
2014 Q3 63,123,722 $1,410,183,709 -$8,848,449 $22.34 127
2014 Q2 65,620,456 $1,597,849,558 +$11,172,769 $24.24 126
2014 Q1 62,771,477 $1,550,125,721 +$8,116,794 $24.70 111