EVERTEC Ownership | Who Owns EVERTEC?
EVERTEC Ownership Summary
EVERTEC is owned by 99.84% institutional investors, 0.83% insiders. Fmr is the largest institutional shareholder, holding 14.99% of EVTC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.91% of its assets in EVERTEC shares.
EVTC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | EVERTEC | 99.84% | 0.83% | -0.67% |
| Sector | Technology Stocks | 147.06% | 12.43% | -59.49% |
| Idea | POS Stocks List | 76.30% | 5.84% | 17.87% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 9.60M | 14.99% | $324.19M |
| Blackrock | 9.59M | 14.89% | $318.97M |
| Blackrock funding, inc. /de | 9.21M | 14.38% | $311.12M |
| Vanguard group | 7.17M | 11.19% | $242.11M |
| American century companies | 4.89M | 7.64% | $165.32M |
| Kayne anderson rudnick investment management | 3.37M | 5.26% | $113.75M |
| State street | 2.46M | 3.84% | $82.95M |
| River road asset management | 1.82M | 2.84% | $61.36M |
| Geode capital management | 1.54M | 2.41% | $52.15M |
| Dimensional fund advisors lp | 1.51M | 2.36% | $51.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alpine peaks capital, lp | 190.80K | 5.60% | $6.45M |
| Clifford capital partners | 436.71K | 2.55% | $14.75M |
| Qsv equity investors | 41.87K | 1.45% | $1.41M |
| North star asset management | 805.12K | 1.10% | $27.20M |
| Schwerin boyle capital management | 217.55K | 0.80% | $7.35M |
| Bridge city capital | 84.09K | 0.76% | $2.84M |
| Semanteon capital management, lp | 16.70K | 0.71% | $564.19K |
| River road asset management | 1.82M | 0.69% | $61.36M |
| Mitsubishi ufj asset management (uk) | 40.00K | 0.65% | $1.35M |
| Keeley-teton advisors | 146.58K | 0.59% | $5.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 4.89M | 0.08% | 335.64K |
| Bank of america corp /de/ | 851.32K | 0.00% | 315.53K |
| Norges bank | 190.21K | 0.00% | 190.21K |
| Boston partners | 526.86K | 0.02% | 163.40K |
| Qube research | 340.39K | 0.01% | 132.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | - | - | -1.40M |
| Sunriver management | - | - | -879.62K |
| Canada pension plan investment board | - | - | -504.37K |
| One fin capital management lp | - | - | -350.00K |
| Blackrock | 9.59M | 0.01% | -297.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 190.21K | 0.00% | 190.21K | $6.57M |
| Axa investment managers | 102.10K | 0.01% | 102.10K | $3.45M |
| Dana investment advisors | 82.34K | 0.08% | 82.34K | $2.78M |
| Schroder investment management group | 66.78K | 0.00% | 66.78K | $2.30B |
| Thrivent financial for lutherans | 46.16K | 0.00% | 46.16K | $1.56M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Capital performance advisors llp | -4.00 |
| Advisornet financial | -5.00 |
| Mendota financial group | -6.00 |
| Larson financial group | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 120 | -51.81% | 33,793,967 | -47.58% | 52 | 0.52% | 49 | -50.00% | 41 | -60.19% |
| Sep 30, 2024 | 249 | 1.63% | 64,472,418 | -0.42% | 100 | 1.00% | 98 | -6.67% | 103 | 9.57% |
| Jun 30, 2024 | 244 | -6.87% | 64,743,653 | -1.28% | 100 | 0.99% | 104 | - | 94 | -16.07% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.78M | 5.91% | - |
| American Century U.S. Small Cap Value | 2.86M | 4.46% | -461.94K |
| American Century Small Cap Value Inv | 2.86M | 4.46% | -461.94K |
| Fidelity Low-Priced Stock | 2.54M | 3.96% | -21.80K |
| Vanguard US Total Market Shares ETF | 2.08M | 3.25% | 2.26K |
| Vanguard Total Stock Mkt Idx Inv | 2.02M | 3.16% | -42.85K |
| iShares Russell 2000 ETF | 1.56M | 2.44% | - |
| Vanguard Small Cap Index | 1.55M | 2.42% | -10.28K |
| Victory Small Cap Value CIT (Net 75) | 1.34M | 2.11% | -75.00K |
| Strategic Advisers Fidelity US TtlStk | 1.30M | 2.03% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 20, 2025 | Polak Aldo J. | - | Sell | $80.12K |
| May 23, 2025 | Pagan Ivan | - | Sell | $251.12K |
| May 14, 2025 | Brignardello Daniel | Executive Vice President | Sell | $279.69K |
| May 12, 2025 | Vizcarrondo Miguel | Executive Vice President | Sell | $1.46M |
| May 09, 2025 | Rodriguez-Gonzalez Luis A | General Counsel & EVP | Sell | $674.47K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 4 |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 2 |
EVTC Ownership FAQ
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