EVERTEC Ownership | Who Owns EVERTEC?

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EVERTEC Ownership Summary

EVERTEC is owned by 98.80% institutional investors, 1.39% insiders. Blackrock is the largest institutional shareholder, holding 14.89% of EVTC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.28% of its assets in EVERTEC shares.

EVTC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	EVERTEC	98.80%	1.39%	-0.19%
Sector	Industrials Stocks	65.90%	16.70%	17.40%
Industry	Business Services Stocks	56.40%	16.70%	26.89%
Idea	POS Stocks List	69.09%	9.09%	21.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	9.59M	14.89%	$318.97M
Blackrock funding, inc. /de	9.16M	14.83%	$254.51M
Fmr	8.80M	14.24%	$244.44M
Vanguard group	7.11M	11.10%	$206.78M
American century companies	5.19M	8.40%	$144.16M
Vanguard capital management	2.77M	4.48%	$76.83M
Kayne anderson rudnick investment management	2.71M	4.39%	$75.39M
State street	2.60M	4.21%	$72.35M
Fuller & thaler asset management	2.06M	3.33%	$57.22M
Geode capital management	1.57M	2.54%	$43.61M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alpine peaks capital, lp	163.13K	5.31%	$4.53M
Clifford capital partners	584.68K	2.24%	$16.24M
Qsv equity investors	28.54K	1.23%	$830.17K
Aristides capital	201.17K	1.09%	$5.59M
Heartland advisors	840.40K	1.04%	$23.35M
North star asset management	805.79K	0.99%	$22.74M
Schwerin boyle capital management	194.73K	0.66%	$5.41M
Keeley-teton advisors	146.58K	0.59%	$5.06M
Redwood investments	52.93K	0.49%	$1.83M
Bares capital management	285.00K	0.46%	$9.48M

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	758.03K	0.00%	758.03K
Heartland advisors	840.40K	1.04%	590.40K
Aqr capital management	708.23K	0.01%	546.64K
Price t rowe associates inc /md/	949.59K	0.00%	286.92K
Ameriprise financial	830.62K	0.00%	251.64K

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	-	-	-1.40M
Loomis sayles & co l p	-	-	-1.02M
River road asset management	-	-	-980.24K
Sunriver management	-	-	-879.62K
Fmr	8.80M	0.01%	-458.18K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	758.03K	0.00%	758.03K	$21.06M
Invenomic capital management lp	210.80K	0.35%	210.80K	$5.86M
Norges bank	190.21K	0.00%	190.21K	$6.57M
Axa investment managers	102.10K	0.01%	102.10K	$3.45M
Picton mahoney asset management	88.68K	0.02%	88.68K	$2.46M

Sold Out

Holder	Change
Tfc financial management	-1.00
Dunhill financial	-1.00
Jfs wealth advisors	-1.00
Dinuzzo private wealth	-3.00
Capital performance advisors llp	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	252	-3.45%	61,054,460	-1.64%	98	1.02%	128	-13.51%	90	13.92%
Mar 31, 2026	149	-43.77%	26,409,968	-57.04%	41	0.45%	79	-40.60%	46	-54.00%
Dec 31, 2025	188	-30.37%	34,596,347	-45.51%	54	0.55%	90	-31.30%	69	-33.65%
Sep 30, 2025	256	-0.78%	63,369,879	1.34%	98	1.04%	125	-3.10%	101	5.21%
Jun 30, 2025	264	4.35%	63,928,697	0.53%	99	1.00%	132	10.00%	98	1.03%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.75M	6.28%	-8.17K
American Century U.S. Small Cap Value	2.67M	4.33%	-100.00K
American Century Small Cap Value Inv	2.67M	4.33%	-100.00K
Fidelity Low-Priced Stock	2.44M	3.96%	-3.28K
FullerThaler Behavioral Small-Cap Equity	1.98M	3.31%	220.10K
FullerThaler Beh Small-Cap Equity SMA	1.98M	3.31%	854.85K
Vanguard US Total Market Shares ETF	2.08M	3.25%	2.26K
Vanguard Morn Total Stk Mkt Idx Investor	1.95M	3.16%	-97.27K
Vanguard Total Stock Mkt Idx Inv	1.95M	3.16%	-97.27K
FullerThaler Behavioral Sm-Cp Eq R6	1.76M	2.85%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 14, 2026	Perez-Surillo Paola	Executive Vice President	Sell	$551.89K
Aug 12, 2026	Viglianco Diego	EVP & CIO	Sell	$835.97K
Aug 11, 2026	Polak Aldo J.	-	Sell	$29.50K
Jun 12, 2026	SMITH BRIAN JOHN	-	Buy	$428.00K
May 11, 2026	Vizcarrondo Miguel	Executive Vice President	Buy	$490.77K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	3
2026 Q2	7	-
2026 Q1	-	-
2025 Q4	-	-
2025 Q2	-	5

EVTC Ownership FAQ

Who Owns EVERTEC?

EVERTEC shareholders are primarily institutional investors at 98.80%, followed by 1.39% insiders and -0.19% retail investors. The average institutional ownership in EVERTEC's industry, Business Services Stocks, is 56.40%, which EVERTEC exceeds.

Who owns the most shares of EVERTEC?

EVERTEC’s largest shareholders are Blackrock (9.59M shares, 14.89%), Blackrock funding, inc. /de (9.16M shares, 14.83%), and Fmr (8.8M shares, 14.24%). Together, they hold 43.96% of EVERTEC’s total shares outstanding.

Does Blackrock own EVERTEC?

Yes, BlackRock owns 14.89% of EVERTEC, totaling 9.59M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 318.97M$. In the last quarter, BlackRock decreased its holdings by -297K shares, a -3.01% change.

Who is EVERTEC’s biggest shareholder by percentage of total assets invested?

Alpine peaks capital, lp is EVERTEC’s biggest shareholder by percentage of total assets invested, with 5.31% of its assets in 163.13K EVERTEC shares, valued at 4.53M$.

Who is the top mutual fund holder of EVERTEC shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of EVERTEC shares, with 6.28% of its total shares outstanding invested in 3.75M EVERTEC shares.

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