EVERTEC, Inc. - Common Stock (EVTC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EVTC on NYSE
Shares outstanding
63,572,701
Price per share
$29.09
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
63,490,773
Total reported value
$2,144,670,771
% of total 13F portfolios
0%
Share change
-504,599
Value change
-$19,381,447
Number of holders
269
Price from insider filings
$29.09
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of EVERTEC, Inc. - Common Stock (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

As of 30 Sep 2025, 269 institutional investors reported holding 63,490,773 shares of EVERTEC, Inc. - Common Stock (EVTC). This represents 100% of the company’s total 63,572,701 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of EVERTEC, Inc. - Common Stock (EVTC) together control 84% 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% 9,597,237 +0.58% 0.02% $324,194,666
BlackRock, Inc. 14% 9,210,248 -2.3% 0.01% $311,122,180
VANGUARD GROUP INC 11% 7,167,171 +0.02% 0% $242,107,037
AMERICAN CENTURY COMPANIES INC 7.7% 4,894,013 +7.4% 0.08% $165,319,759
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5.3% 3,367,415 -2% 0.28% $113,751,281
STATE STREET CORP 3.9% 2,455,689 +0.27% 0% $82,953,174
River Road Asset Management, LLC 2.9% 1,816,598 -1.8% 0.69% $61,364,680
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,543,659 +4.5% 0% $52,152,778
DIMENSIONAL FUND ADVISORS LP 2.4% 1,512,790 -1.6% 0.01% $51,105,878
VICTORY CAPITAL MANAGEMENT INC 2.4% 1,506,326 -16% 0.03% $50,883,692
FULLER & THALER ASSET MANAGEMENT, INC. 1.9% 1,177,788 +2.1% 0.14% $39,785,681
LOOMIS SAYLES & CO L P 1.8% 1,161,573 -2.5% 0.05% $39,237,936
AMERIPRISE FINANCIAL INC 1.3% 850,783 -0.82% 0.01% $28,739,448
NORTH STAR ASSET MANAGEMENT INC 1.3% 805,116 -1% 1.1% $27,196,818
NORTHERN TRUST CORP 1.2% 771,155 -4.8% 0% $26,049,617
MILLENNIUM MANAGEMENT LLC 1.1% 686,281 +732% 0.02% $23,182,572
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1% 655,381 +2.6% 0% $22,138,770
PRICE T ROWE ASSOCIATES INC /MD/ 1% 644,627 +0.55% 0% $21,776,000
Boston Partners 0.83% 526,864 +45% 0.02% $17,656,310
Bank of New York Mellon Corp 0.78% 496,926 -2.6% 0% $16,786,168
WELLS FARGO & COMPANY/MN 0.78% 496,327 +32% 0% $16,765,927
MORGAN STANLEY 0.77% 486,953 -26% 0% $16,449,312
D. E. Shaw & Co., Inc. 0.69% 438,803 +1.5% 0.01% $14,822,765
CLIFFORD CAPITAL PARTNERS LLC 0.69% 436,707 +0.29% 2.5% $14,751,962
NATIXIS ADVISORS, LLC 0.62% 395,726 -29% 0.02% $13,368,000

Institutional Holders of EVERTEC, Inc. - Common Stock (EVTC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 168,392 $4,893,399 +$619,141 $29.09 15
2025 Q3 63,490,773 $2,144,670,771 -$19,381,447 $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