EVERTEC Ownership | Who Owns EVERTEC?
EVERTEC Ownership Summary
EVERTEC is owned by 41.88% institutional investors, 1.21% insiders, and 56.91% retail investors. 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 6.33% of its assets in EVERTEC shares.
EVTC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | EVERTEC | 41.88% | 1.21% | 56.91% |
| Sector | Technology Stocks | 36.84% | 14.94% | 48.22% |
| Idea | POS Stocks List | 36.12% | 9.25% | 54.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 9.59M | 14.89% | $318.97M |
| Blackrock funding, inc. /de | 9.30M | 14.75% | $262.43M |
| Fmr | 9.26M | 14.68% | $261.24M |
| Vanguard group | 7.11M | 11.10% | $206.78M |
| American century companies | 5.05M | 8.01% | $142.50M |
| Kayne anderson rudnick investment management | 3.06M | 4.85% | $86.37M |
| State street | 2.50M | 3.97% | $70.62M |
| Fuller & thaler asset management | 1.83M | 2.91% | $51.78M |
| Dimensional fund advisors lp | 1.57M | 2.48% | $44.19M |
| Geode capital management | 1.54M | 2.44% | $43.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alpine peaks capital, lp | 188.20K | 5.35% | $5.31M |
| Clifford capital partners | 551.92K | 2.59% | $15.58M |
| Qsv equity investors | 28.54K | 1.23% | $830.17K |
| Aristides capital | 186.16K | 1.14% | $5.25M |
| North star asset management | 805.79K | 0.99% | $22.74M |
| Schwerin boyle capital management | 194.73K | 0.70% | $5.50M |
| Keeley-teton advisors | 146.58K | 0.59% | $5.06M |
| Bridge city capital | 71.70K | 0.56% | $2.02M |
| Redwood investments | 52.93K | 0.49% | $1.83M |
| Bares capital management | 285.00K | 0.46% | $9.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fuller & thaler asset management | 1.83M | 0.17% | 667.13K |
| Vanguard fiduciary trust | 445.78K | 0.00% | 445.78K |
| Two sigma investments, lp | 548.91K | 0.01% | 426.39K |
| Jones financial companies lllp | 352.70K | 0.00% | 352.58K |
| Bank of america corp /de/ | 851.32K | 0.00% | 315.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | - | - | -1.40M |
| River road asset management | - | - | -980.24K |
| Sunriver management | - | - | -879.62K |
| One fin capital management lp | - | - | -350.00K |
| Fmr | 9.26M | 0.01% | -340.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 445.78K | 0.00% | 445.78K | $12.58M |
| Cx institutional | 209.86K | 0.18% | 209.86K | $5.92M |
| Norges bank | 190.21K | 0.00% | 190.21K | $6.57M |
| Axa investment managers | 102.10K | 0.01% | 102.10K | $3.45M |
| Walleye capital | 82.85K | 0.01% | 82.85K | $2.34M |
Sold Out
| Holder | Change |
|---|---|
| Jfs wealth advisors | -1.00 |
| Tfc financial management | -1.00 |
| Dinuzzo private wealth | -3.00 |
| Capital performance advisors llp | -4.00 |
| Advisornet financial | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 5 | -97.97% | 684,970 | -98.95% | 1 | 0.01% | 4 | -96.26% | 1 | -98.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.90M | 6.33% | 903.00 |
| American Century Small Cap Value Inv | 2.77M | 4.50% | -285.00K |
| American Century U.S. Small Cap Value | 2.77M | 4.50% | -285.00K |
| Fidelity Low-Priced Stock | 2.52M | 4.09% | -2.03K |
| Vanguard Total Stock Mkt Idx Inv | 2.04M | 3.31% | 10.22K |
| Vanguard US Total Market Shares ETF | 2.08M | 3.25% | 2.26K |
| iShares Russell 2000 ETF | 1.55M | 2.51% | 13.07K |
| Vanguard Small Cap Index | 1.47M | 2.39% | -7.43K |
| Victory Small Cap Value CIT (Net 75) | 1.34M | 2.11% | -75.00K |
| Victory Sycamore Small Company Opp R | 1.26M | 1.97% | -55.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 12, 2026 | SMITH BRIAN JOHN | - | Buy | $428.00K |
| May 11, 2026 | Vizcarrondo Miguel | Executive Vice President | Buy | $490.77K |
| May 08, 2026 | D'ANGELO FRANK G. | - | Buy | $468.00K |
| May 08, 2026 | Castrillo-Salgado Joaquin A. | Senior EVP & COO | Buy | $283.35K |
| May 08, 2026 | Castrillo-Salgado Joaquin A. | Senior EVP & COO | Buy | $132.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 7 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | 5 |
| 2025 Q1 | - | 5 |
EVTC Ownership FAQ
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