EVERTEC INC (EVTC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
234
Reporting holders
$1.7B
Reported value
101.3%
Of shares outstanding
0.1%
Held as options
-5
Holder change
Institutions report 60,521,267 shares against 59,752,542 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $254.5M | 9,161,745 | 0.00% | 8q | -1.5%-$3.8M |
| FMR LLC | $244.4M | 8,798,971 | 0.01% | 31q | -4.9%-$12.7M |
| AMERICAN CENTURY COMPANIES INC | $144.2M | 5,189,201 | 0.06% | 31q | +2.8%+$3.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $110.0M | 3,961,258 | 0.00% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $76.8M | 2,765,581 | 0.00% | 2q | -3.2%-$2.5M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $75.4M | 2,713,930 | 0.23% | 24q | -11.3%-$9.6M |
| STATE STREET CORP | $72.4M | 2,604,668 | 0.00% | 31q | +4.1%+$2.8M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $57.2M | 2,059,589 | 0.16% | 31q | +12.2%+$6.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $43.6M | 1,569,390 | 0.00% | 31q | +2.0%+$856.5K |
| DIMENSIONAL FUND ADVISORS LP | $39.6M | 1,426,463 | 0.01% | 31q | -8.9%-$3.9M |
| HEARTLAND ADVISORS INC | $23.3M | 840,400 | 1.04% | 31q | +236.2%+$16.4M |
| AMERIPRISE FINANCIAL INC | $23.1M | 830,620 | 0.00% | 31q | -28.3%-$9.1M |
| NORTH STAR ASSET MANAGEMENT INC | $22.5M | 809,545 | 0.88% | 31q | HELD |
| NORTHERN TRUST CORP | $22.1M | 793,795 | 0.00% | 31q | +1.3%+$286.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.1M | 758,026 | 0.00% | 31q | -2.9%-$639.6K |
| Sixth Street Partners Management Company, L.P. | $21.1M | 758,026 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $19.7M | 708,230 | 0.01% | 6q | +338.3%+$15.2M |
| LONE PEAK GLOBAL INVESTORS LLC | $16.2M | 584,685 | 2.24% | 31q | +5.9%+$910.2K |
| Clark Capital Management Group, Inc. | $15.6M | 562,394 | 0.09% | 12q | -5.7%-$943.2K |
| PANAGORA ASSET MANAGEMENT INC | $13.1M | 472,642 | 0.04% | 5q | +35.8%+$3.5M |
| Boston Partners | $13.0M | 464,865 | 0.01% | 5q | -3.1%-$421.1K |
| MORGAN STANLEY | $12.9M | 462,835 | 0.00% | 35q | -28.2%-$5.1M |
| Bank of New York Mellon Corp | $12.7M | 457,153 | 0.00% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $12.3M | 444,153 | 0.00% | 2q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $11.8M | 425,964 | 0.01% | 31q | HELD |
| Public Sector Pension Investment Board | $11.8M | 423,442 | 0.02% | 31q | +85.0%+$5.4M |
| MILLENNIUM MANAGEMENT LLC | $11.4M | 409,440 | 0.00% | 17q | -32.2%-$5.4M |
| WELLS FARGO & COMPANY/MN | $11.2M | 404,343 | 0.00% | 31q | -47.4%-$10.1M |
| TWO SIGMA INVESTMENTS, LP | $10.9M | 394,044 | 0.01% | 10q | -28.2%-$4.3M |
| D. E. Shaw & Co., Inc. | $10.5M | 378,347 | 0.01% | 16q | -42.6%-$7.8M |
| Allianz Asset Management GmbH | $9.0M | 318,708 | 0.01% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $7.8M | 282,036 | 0.00% | 31q | -8.9%-$766.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7.3M | 261,719 | 0.00% | 6q | +149.2%+$4.4M |
| JPMORGAN CHASE & CO | $7.2M | 256,887 | 0.00% | 31q | +9.4%+$612.6K |
| ENVESTNET ASSET MANAGEMENT INC | $6.7M | 239,885 | 0.00% | 23q | -10.0%-$740.6K |
| JONES FINANCIAL COMPANIES LLLP | $6.1M | 224,658 | 0.00% | 8q | -36.3%-$3.5M |
| NICHOLAS COMPANY, INC. | $6.0M | 215,090 | 0.11% | 31q | HELD |
| Dana Investment Advisors, Inc. | $5.9M | 212,922 | 0.15% | 4q | +43.0%+$1.8M |
| Invenomic Capital Management LP | $5.9M | 210,799 | 0.35% | new | NEW |
| Aristides Capital LLC | $5.6M | 201,170 | 1.09% | 17q | +8.1%+$417.0K |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $5.4M | 194,727 | 0.66% | 31q | HELD |
| Nuveen, LLC | $5.2M | 188,256 | 0.00% | 6q | -14.2%-$867.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $4.9M | 176,974 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $4.9M | 174,748 | 0.00% | 31q | -47.4%-$4.4M |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.7M | 170,041 | 0.01% | 31q | +26.5%+$990.7K |
| Alpine Peaks Capital, LP | $4.5M | 163,126 | 5.31% | 19q | -13.3%-$696.7K |
| PALISADE CAPITAL MANAGEMENT, LP | $4.5M | 162,140 | 0.20% | 8q | -35.4%-$2.5M |
| Invesco Ltd. | $4.4M | 157,598 | 0.00% | 31q | -11.6%-$577.1K |
| Legal & General Group Plc | $4.3M | 155,750 | 0.00% | 31q | -3.4%-$150.2K |
| Willis Investment Counsel | $4.2M | 150,575 | 0.20% | 21q | +58.5%+$1.5M |
| RHUMBLINE ADVISERS | $4.1M | 146,352 | 0.00% | 31q | -12.2%-$563.2K |
| GABELLI FUNDS LLC | $4.0M | 143,070 | 0.03% | 5q | +17.6%+$594.5K |
| FIRST TRUST ADVISORS LP | $3.8M | 138,041 | 0.00% | 31q | +210.6%+$2.6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3.8M | 136,705 | 0.02% | 9q | -47.5%-$3.4M |
| CITADEL ADVISORS LLC | $3.7M | 73,508 | 0.00% | 16q | +74.5%+$1.6M |
| PRUDENTIAL FINANCIAL INC | $3.7M | 132,113 | 0.00% | 31q | +58.5%+$1.4M |
| Walleye Capital LLC | $3.7M | 131,747 | 0.01% | 2q | +59.0%+$1.4M |
| UBS Group AG | $3.6M | 130,772 | 0.00% | 31q | -45.3%-$3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.5M | 127,739 | 0.00% | 3q | +36189.5%+$3.5M |
| Swiss National Bank | $3.4M | 123,674 | 0.00% | 31q | -2.1%-$72.2K |
| STIFEL FINANCIAL CORP | $3.4M | 123,452 | 0.00% | 23q | +17.6%+$512.7K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $3.4M | 122,206 | 0.00% | 4q | +80.6%+$1.5M |
| Trexquant Investment LP | $3.2M | 116,664 | 0.02% | 2q | +237.0%+$2.3M |
| Corient Private Wealth LP | $3.1M | 110,070 | 0.00% | 12q | +185.2%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 93,508 | 0.00% | 7q | +130.0%+$1.5M |
| PICTON MAHONEY ASSET MANAGEMENT | $2.5M | 88,677 | 0.02% | new | NEW |
| Tweedy, Browne Co LLC | $2.5M | 88,487 | 0.19% | new | NEW |
| Creative Planning | $2.4M | 85,420 | 0.00% | 8q | +58.9%+$880.0K |
| Bridgewater Associates, LP | $2.3M | 83,418 | 0.01% | 2q | +166.4%+$1.4M |
| SEI INVESTMENTS CO | $2.2M | 79,128 | 0.00% | 31q | +24.7%+$434.9K |
| ALLIANCEBERNSTEIN L.P. | $2.1M | 74,705 | 0.00% | 31q | HELD |
| DEUTSCHE BANK AG\ | $2.0M | 70,704 | 0.00% | 34q | +16.5%+$277.7K |
| JENNISON ASSOCIATES LLC | $2.0M | 70,639 | 0.00% | 6q | +15.9%+$269.6K |
| Bridge City Capital, LLC | $2.0M | 70,323 | 0.45% | 22q | -1.9%-$38.3K |
| Amundi | $1.9M | 70,055 | 0.00% | 16q | +371.4%+$1.5M |
| BNP PARIBAS FINANCIAL MARKETS | $1.7M | 61,450 | 0.00% | 31q | +2.7%+$44.2K |
| Quantinno Capital Management LP | $1.7M | 60,091 | 0.00% | 3q | +164.3%+$1.0M |
| XTX Topco Ltd | $1.6M | 57,123 | 0.02% | 3q | +239.5%+$1.1M |
| Louisiana State Employees Retirement System | $1.6M | 55,400 | 0.01% | 31q | +95.1%+$756.2K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.4M | 52,133 | 0.00% | 2q | -8.7%-$137.5K |
| Man Group plc | $1.4M | 51,751 | 0.00% | 2q | +427.0%+$1.2M |
| TUDOR INVESTMENT CORP ET AL | $1.4M | 50,287 | 0.00% | 5q | HELD |
| Freestone Grove Partners LP | $1.3M | 48,232 | 0.01% | 2q | +255.8%+$963.3K |
| State of New Jersey Common Pension Fund D | $1.3M | 48,176 | 0.00% | 13q | -41.9%-$967.0K |
| Wakefield Asset Management LLLP | $1.1M | 40,644 | 0.25% | 3q | +1.9%+$20.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 40,486 | 0.00% | 2q | +381.6%+$891.2K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.1M | 40,020 | 0.00% | 7q | +241.8%+$786.5K |
| DAVENPORT & Co LLC | $1.1M | 39,683 | 0.01% | 21q | -2.6%-$29.9K |
| CITIGROUP INC | $1.1M | 38,369 | 0.00% | 31q | -21.9%-$298.5K |
| ALLSTATE CORP | $1.0M | 37,058 | 0.01% | new | NEW |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.0M | 36,000 | 0.00% | 6q | -27.8%-$384.9K |
| MetLife Investment Management, LLC | $996.9K | 35,884 | 0.00% | 32q | +2.3%+$22.3K |
| State of Tennessee, Department of Treasury | $994.8K | 35,809 | 0.00% | 31q | -24.8%-$327.4K |
| LPL Financial LLC | $993.5K | 35,762 | 0.00% | 12q | -15.0%-$175.7K |
| Illinois Municipal Retirement Fund | $963.8K | 34,695 | 0.01% | 12q | +7.0%+$63.0K |
| ROYAL BANK OF CANADA | $909.0K | 32,766 | 0.00% | 31q | -5.9%-$57.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $879.2K | 31,647 | 0.00% | 3q | -5.8%-$54.0K |
| Vident Advisory, LLC | $866.9K | 31,206 | 0.01% | 5q | +10.5%+$82.6K |
| DIVERSIFIED TRUST CO | $859.3K | 30,931 | 0.01% | 4q | +74.4%+$366.6K |
| Quantbot Technologies LP | $851.6K | 30,655 | 0.03% | new | NEW |
Showing the largest 100 of 254 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 234 | $1.7B | 60,521,267 | 35 | 85 | 73 | 0.1% |
| Q1 2026 | 239 | $1.7B | 61,332,823 | 30 | 98 | 66 | 0.1% |
| Q4 2025 | 243 | $1.8B | 61,152,868 | 39 | 82 | 83 | 0.0% |
| Q3 2025 | 240 | $2.1B | 62,337,215 | 39 | 71 | 89 | 0.0% |
| Q2 2025 | 237 | $2.2B | 62,299,740 | 32 | 81 | 83 | 0.0% |
| Q1 2025 | 227 | $2.2B | 60,650,952 | 31 | 73 | 78 | 0.0% |
| Q4 2024 | 221 | $2.1B | 61,952,096 | 16 | 64 | 73 | 0.0% |
| Q3 2024 | 223 | $2.1B | 61,831,449 | 27 | 57 | 89 | 0.0% |
| Q2 2024 | 219 | $2.1B | 61,687,383 | 28 | 63 | 79 | 0.0% |
| Q1 2024 | 226 | $2.5B | 63,336,566 | 25 | 68 | 83 | 0.0% |
| Q4 2023 | 224 | $2.5B | 61,760,194 | 16 | 63 | 83 | 0.0% |
| Q3 2023 | 212 | $2.2B | 58,997,436 | 25 | 64 | 76 | 0.0% |
| Q2 2023 | 201 | $2.2B | 58,622,476 | 16 | 76 | 64 | 0.0% |
| Q1 2023 | 207 | $1.9B | 57,642,876 | 29 | 71 | 63 | 0.1% |
| Q4 2022 | 191 | $1.8B | 54,503,272 | 29 | 55 | 68 | 0.1% |
| Q3 2022 | 245 | $2.0B | 64,913,525 | 37 | 103 | 65 | 0.1% |
| Q2 2022 | 236 | $2.2B | 59,172,317 | 31 | 72 | 80 | 0.0% |
| Q1 2022 | 241 | $2.4B | 59,313,618 | 28 | 80 | 81 | 0.0% |
| Q4 2021 | 252 | $3.0B | 59,872,301 | 36 | 88 | 71 | 0.0% |
| Q3 2021 | 228 | $2.7B | 58,876,715 | 25 | 71 | 83 | 0.0% |
| Q2 2021 | 226 | $2.5B | 58,398,515 | 34 | 73 | 78 | 0.0% |
| Q1 2021 | 215 | $2.2B | 57,974,718 | 23 | 76 | 75 | 0.0% |
| Q4 2020 | 226 | $2.3B | 57,797,654 | 47 | 68 | 74 | 0.1% |
| Q3 2020 | 199 | $2.0B | 58,591,545 | 39 | 42 | 82 | 0.1% |
| Q2 2020 | 189 | $1.7B | 59,341,671 | 19 | 59 | 80 | 0.0% |
| Q1 2020 | 196 | $1.4B | 59,472,062 | 15 | 65 | 81 | 0.0% |
| Q4 2019 | 221 | $2.1B | 61,438,551 | 23 | 77 | 81 | 0.0% |
| Q3 2019 | 237 | $1.8B | 57,971,568 | 38 | 77 | 83 | 0.0% |
| Q2 2019 | 220 | $1.9B | 58,788,112 | 25 | 79 | 71 | 0.4% |
| Q1 2019 | 231 | $1.6B | 57,785,836 | 38 | 79 | 77 | 0.4% |
| Q4 2018 | 216 | $1.7B | 59,655,941 | 9 | 0 | 4 | 0.2% |