EVERTEC Ownership | Who Owns EVERTEC?


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EVERTEC Ownership Summary


EVERTEC is owned by 52.85% institutional investors, 0.87% insiders, and 46.28% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.07% of EVTC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.40% of its assets in EVERTEC shares.

EVTC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockEVERTEC52.85%0.87%46.28%
SectorTechnology Stocks 44.27%11.93%43.80%
IdeaPOS Stocks List52.58%5.93%41.49%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de9.64M15.07%$332.80M
Fmr9.54M14.92%$329.49M
Blackrock9.59M14.89%$318.97M
Vanguard group7.28M11.38%$251.24M
American century companies4.56M7.13%$157.45M
Kayne anderson rudnick investment management3.41M5.33%$117.68M
State street2.61M4.09%$90.25M
Victory capital management2.00M3.13%$69.04M
River road asset management1.91M2.99%$65.97M
Dimensional fund advisors lp1.63M2.55%$56.23M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Alpine peaks capital, lp172.30K4.88%$5.95M
Clifford capital partners422.81K3.03%$14.60M
Qsv equity investors42.30K1.40%$1.46M
Sapience investments65.67K1.32%$2.27M
North star asset management740.23K1.17%$24.61M
River road asset management1.91M0.88%$65.97M
Schwerin boyle capital management217.55K0.77%$7.51M
Bridge city capital68.78K0.63%$2.38M
Mitsubishi ufj asset management (uk)40.00K0.61%$1.38M
Keeley-teton advisors146.58K0.59%$5.06M

Top Buyers

HolderShares% AssetsChange
Canada pension plan investment board504.37K0.02%504.37K
Fmr9.54M0.02%427.86K
Bank of america corp /de/851.32K0.00%315.53K
Norges bank190.21K0.00%190.21K
Ameriprise financial568.80K0.01%167.00K

Top Sellers

HolderShares% AssetsChange
Capital investors---1.40M
Sunriver management---879.62K
One fin capital management lp---350.00K
Blackrock9.59M0.01%-297.29K
Schroder investment management group---281.69K

New Positions

HolderShares% AssetsChangeValue
Canada pension plan investment board504.37K0.02%504.37K$17.42M
Norges bank190.21K0.00%190.21K$6.57M
Raymond james financial155.10K0.00%155.10K$5.36M
Susquehanna fundamental investments64.44K0.03%64.44K$2.23M
Mackenzie financial10.67K0.00%10.67K$232.55K

Sold Out

HolderChange
Tfc financial management-1.00
Capital performance advisors llp-4.00
Advisornet financial-5.00
Mendota financial group-6.00
Wetzel investment advisors-8.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024120-51.81%33,793,967-47.58%520.52%49-50.00%41-60.19%
Sep 30, 20242491.63%64,472,418-0.42%1001.00%98-6.67%1039.57%
Jun 30, 2024244-6.87%64,743,653-1.28%1000.99%104-94-16.07%
Mar 31, 2024262-1.50%65,580,5230.75%1001.01%104-2.80%1120.90%
Dec 31, 20232663.91%65,089,6492.59%1001.04%107-7.76%11111.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF4.07M6.40%2.26K
American Century U.S. Small Cap Value3.38M5.32%-115.00K
American Century Small Cap Value Inv3.38M5.32%-115.00K
Fidelity Low-Priced Stock2.59M4.07%-2.94K
Vanguard Total Stock Mkt Idx Inv2.03M3.19%6.67K
iShares Russell 2000 ETF1.64M2.58%-32.10K
Vanguard Small Cap Index1.62M2.55%2.90K
Victory Small Cap Value CIT (Net 75)1.34M2.11%-75.00K
Victory Sycamore Small Company Opp R1.34M2.11%-75.00K
Strategic Advisers Fidelity US TtlStk1.30M2.04%-6.80K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 06, 2025Schuessler Morgan M President & CEOSell$3.00M
Mar 07, 2025Perez-Surillo Paola Executive Vice PresidentSell$541.83K
Mar 07, 2025Viglianco Diego EVP & Chief Operating OfficerSell$887.25K
Mar 06, 2025Viglianco Diego EVP & Chief Operating OfficerSell$82.47K
Mar 07, 2025Cruz Karla Chief Accounting OfficerSell$73.55K

Insider Transactions Trends


DateBuySell
2025 Q1-5
2024 Q4-6
2024 Q3-3
2024 Q2-2
2024 Q1-4

EVTC Ownership FAQ


Who owns the most shares of EVERTEC?

EVERTEC’s largest shareholders are Blackrock funding, inc. /de (9.64M shares, 15.07%), Fmr (9.54M shares, 14.92%), and Blackrock (9.59M shares, 14.89%). Together, they hold 44.89% 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 4.88% of its assets in 172.3K EVERTEC shares, valued at 5.95M$.

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 6.40% of its total shares outstanding invested in 4.07M EVERTEC shares.

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