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

Q1 2026

Institutions Reporting

255

Shares (Excl. Options)

62,071,972

Price

$28.22

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Type / Class
Equity / Evertec Ord Shs
Symbol
EVTC on NYSE
Shares outstanding
63,758,756
Price per share
$29.77
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
62,071,972
Total reported value
$1,751,209,382
% of total 13F portfolios
0%
Share change
+352,183
Value change
+$8,247,370
Number of holders
255
Price from insider filings
$29.77
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.
  • 255 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 265 to 255 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,788,582,022 to $1,751,209,382.

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 255 institutions filings for Q1 2026.

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 Q1 2026 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 Mar 2026, 255 institutional investors reported holding 62,071,972 shares of EVERTEC, Inc. - Evertec Ord Shs (EVTC). This represents 97% 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 79% 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
BlackRock, Inc. 15% 9,299,567 +0.19% 0% $262,433,783
FMR LLC 15% 9,257,146 -3.5% 0.01% $261,236,659
AMERICAN CENTURY COMPANIES INC 7.9% 5,049,513 -3.4% 0.07% $142,497,257
VANGUARD PORTFOLIO MANAGEMENT LLC 6.2% 3,955,619 0% 0.01% $111,627,568
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4.8% 3,060,745 +6.7% 0.25% $86,374,225
VANGUARD CAPITAL MANAGEMENT LLC 4.5% 2,856,078 0% 0% $80,598,521
STATE STREET CORP 3.9% 2,502,355 +2.9% 0% $70,616,458
FULLER & THALER ASSET MANAGEMENT, INC. 2.9% 1,834,945 +57% 0.17% $51,782,156
DIMENSIONAL FUND ADVISORS LP 2.5% 1,566,018 -0.53% 0.01% $44,192,167
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,538,566 -0.4% 0% $43,427,291
LOOMIS SAYLES & CO L P 1.6% 1,024,262 -7.7% 0.04% $28,904,673
NORTH STAR ASSET MANAGEMENT INC 1.3% 805,787 -0.39% 0.99% $22,739,309
NORTHERN TRUST CORP 1.2% 783,499 +9.1% 0% $22,110,342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 781,049 +10% 0% $22,041,203
PRICE T ROWE ASSOCIATES INC /MD/ 1% 662,667 +1.6% 0% $18,701,000
D. E. Shaw & Co., Inc. 1% 659,596 -5.1% 0.01% $18,613,799
MORGAN STANLEY 1% 644,983 +19% 0% $18,201,443
MILLENNIUM MANAGEMENT LLC 0.95% 603,961 -29% 0.01% $17,043,779
Clark Capital Management Group, Inc. 0.94% 596,346 +14% 0.1% $16,828,888
AMERIPRISE FINANCIAL INC 0.91% 578,983 -3.7% 0% $16,338,900
LONE PEAK GLOBAL INVESTORS LLC 0.87% 551,921 +27% 2.6% $15,575,211
TWO SIGMA INVESTMENTS, LP 0.86% 548,909 +348% 0.01% $15,490,212
Boston Partners 0.75% 479,898 -3.4% 0.01% $13,527,668
Bank of New York Mellon Corp 0.72% 457,428 -1.5% 0% $12,908,594
VANGUARD FIDUCIARY TRUST CO 0.7% 445,783 0% 0% $12,579,996

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 62,071,972 $1,751,209,382 +$8,247,370 $28.22 255
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
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