EVERTEC Ownership | Who Owns EVERTEC?


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EVERTEC Ownership Summary


EVERTEC is owned by 99.84% institutional investors, 0.83% insiders. Fmr is the largest institutional shareholder, holding 14.92% of EVTC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.94% of its assets in EVERTEC shares.

EVTC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockEVERTEC99.84%0.83%-0.67%
SectorTechnology Stocks 125.84%12.52%-38.36%
IdeaPOS Stocks List76.30%5.84%17.87%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr9.54M14.92%$329.49M
Blackrock9.59M14.89%$318.97M
Blackrock funding, inc. /de9.42M14.72%$339.74M
Vanguard group7.28M11.38%$251.24M
American century companies4.56M7.12%$164.33M
Kayne anderson rudnick investment management3.44M5.37%$123.86M
State street2.61M4.09%$90.25M
Victory capital management2.00M3.13%$69.04M
River road asset management1.85M2.89%$66.85M
Dimensional fund advisors lp1.63M2.55%$56.23M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Alpine peaks capital, lp166.80K5.53%$6.13M
Clifford capital partners435.43K2.99%$15.70M
Qsv equity investors41.87K1.57%$1.51M
Sapience investments53.63K1.29%$1.93M
North star asset management740.23K1.17%$24.61M
Schwerin boyle capital management217.55K0.87%$7.84M
Globeflex capital l p289.21K0.86%$10.43M
Aristides capital118.54K0.85%$4.27M
River road asset management1.85M0.85%$66.85M
Mitsubishi ufj asset management (uk)40.00K0.75%$1.44M

Top Buyers

HolderShares% AssetsChange
Fmr9.54M0.02%427.86K
Bank of america corp /de/851.32K0.00%315.53K
Globeflex capital l p289.21K0.86%286.07K
Norges bank190.21K0.00%190.21K
Qube research208.04K0.01%168.22K

Top Sellers

HolderShares% AssetsChange
Capital investors---1.40M
Sunriver management---879.62K
Canada pension plan investment board---504.37K
One fin capital management lp---350.00K
Blackrock9.59M0.01%-297.29K

New Positions

HolderShares% AssetsChangeValue
Norges bank190.21K0.00%190.21K$6.57M
Tudor investment corp et al126.63K0.01%126.63K$4.56M
Gabelli funds121.67K0.03%121.67K$4.39M
Great lakes advisors101.18K0.03%101.18K$3.65M
Connor, clark & lunn investment management59.92K0.01%59.92K$2.16M

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 %
Jun 30, 20252644.35%63,928,6970.53%991.00%13210.00%981.03%
Mar 31, 20255-97.97%684,970-98.95%10.01%4-96.26%1-98.88%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.80M5.94%574.00
American Century Small Cap Value Inv2.86M4.46%-461.94K
American Century U.S. Small Cap Value2.86M4.46%-461.94K
Fidelity Low-Priced Stock2.56M4.00%-4.71K
Vanguard US Total Market Shares ETF2.08M3.25%2.26K
Vanguard Total Stock Mkt Idx Inv2.02M3.16%-42.85K
Vanguard Small Cap Index1.55M2.42%-10.28K
iShares Russell 2000 ETF1.53M2.39%-29.09K
Victory Small Cap Value CIT (Net 75)1.34M2.11%-75.00K
Strategic Advisers Fidelity US TtlStk1.30M2.03%-7.70K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 20, 2025Polak Aldo J.-Sell$80.12K
May 23, 2025Pagan Ivan-Sell$251.12K
May 14, 2025Brignardello Daniel Executive Vice PresidentSell$279.69K
May 12, 2025Vizcarrondo Miguel Executive Vice PresidentSell$1.46M
May 09, 2025Rodriguez-Gonzalez Luis A General Counsel & EVPSell$674.47K

Insider Transactions Trends


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

EVTC Ownership FAQ


Who owns the most shares of EVERTEC?

EVERTEC’s largest shareholders are Fmr (9.54M shares, 14.92%), Blackrock (9.59M shares, 14.89%), and Blackrock funding, inc. /de (9.42M shares, 14.72%). Together, they hold 44.53% 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 5.53% of its assets in 166.8K EVERTEC shares, valued at 6.13M$.

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 5.94% of its total shares outstanding invested in 3.8M EVERTEC shares.

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