Institutional Ownership Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC). We have compiled data on the 286 institutions that hold shares in the stock, with a total of 55.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,593,154
shares
|
$350 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
7,165,922
shares
|
$261 Million
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
4,558,374
shares
|
$166 Million
0.09% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,435,704
shares
|
$125 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,449,044
shares
|
$89.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
River Road Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,849,213
shares
|
$67.5 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
1,796,160
shares
|
$65.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,536,807
shares
|
$56.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,476,778
shares
|
$53.9 Million
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,191,561
shares
|
$43.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
1,153,293
shares
|
$42.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
857,839
shares
|
$31.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
813,506
shares
|
$29.7 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
810,245
shares
|
$29.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
656,572
shares
|
$24 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
641,098
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
639,035
shares
|
$23.3 Million
0.0% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
558,287
shares
|
$20.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
Aug 12, 2025 Q2 2025 |
435,431
shares
|
$15.9 Million
3.43% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
432,220
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
405,849
shares
|
$14.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
375,033
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
363,466
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
319,935
shares
|
$11.7 Million
0.08% of portfolio
|
Q2 2023
Reduced 5.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
319,048
shares
|
$11.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.11%
|