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Equibles

EVTC

EVERTEC, Inc.
$29.63 +0.58 (+2.00%) At close · Jul 2
Market Cap
$1.83B
Shares
61,620,344

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 261
Total Value: $1,635,867,391
Total Shares: 57,968,394
Showing 1–100 of 262 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding EVTC

All superinvestors →
Ray Dalio $883,793 Mario Gabelli $570,862

Holder Concentration

Across 261 13F filers
Top Holder
16.0%
Jun 2023 → Mar 2026 · range 14.7% – 16.1%
of institutional value
Top 5
50.7%
Jun 2023 → Mar 2026 · range 43.0% – 55.4%
of institutional value
Top 10
65.3%
Jun 2023 → Mar 2026 · range 57.6% – 68.3%
of institutional value
HHI
704
Jun 2023 → Mar 2026 · range 536 – 755
Broadly held
Showing 100 of 262
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $262,433,773 16.04% 9,299,567
Mega FMR LLC $261,236,658 15.97% 9,257,146
Mega AMERICAN CENTURY COMPANIES INC $142,497,256 8.71% 5,049,513
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $86,374,223 5.28% 3,060,745
Mega VANGUARD CAPITAL MANAGEMENT LLC $80,598,521 4.93% 2,856,078
Mega STATE STREET CORP $70,616,458 4.32% 2,502,355
Large FULLER & THALER ASSET MANAGEMENT, INC. $51,782,147 3.17% 1,834,945
Mega DIMENSIONAL FUND ADVISORS LP $44,193,025 2.70% 1,566,018
Mega GEODE CAPITAL MANAGEMENT, LLC $43,418,332 2.65% 1,538,566
Large LOOMIS SAYLES & CO L P $28,904,673 1.77% 1,024,262
Mid NORTH STAR ASSET MANAGEMENT INC $22,739,308 1.39% 805,787
Mega NORTHERN TRUST CORP Bank $22,110,339 1.35% 783,499
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $22,041,202 1.35% 781,049
Mega PRICE T ROWE ASSOCIATES INC /MD/ $18,700,462 1.14% 662,667
Mega D. E. Shaw & Co., Inc. $18,613,798 1.14% 659,596
Mega MORGAN STANLEY $18,201,419 1.11% 644,983
Mega MILLENNIUM MANAGEMENT LLC $17,043,779 1.04% 603,961
Large Clark Capital Management Group, Inc. $16,828,884 1.03% 596,346
Mega AMERIPRISE FINANCIAL INC $16,338,900 1.00% 578,983
Small LONE PEAK GLOBAL INVESTORS LLC $15,575,210 0.95% 551,921
Mega TWO SIGMA INVESTMENTS, LP $15,490,211 0.95% 548,909
Large Boston Partners $13,542,721 0.83% 479,898
Mega Bank of New York Mellon Corp Bank $12,908,615 0.79% 457,428
Mega VANGUARD FIDUCIARY TRUST CO Bank $12,579,996 0.77% 445,783
Mega PRINCIPAL FINANCIAL GROUP INC $12,065,742 0.74% 427,560
Large NATIXIS ADVISORS, LLC $11,378,445 0.70% 403,205
Mega WELLS FARGO & COMPANY/MN $10,837,439 0.66% 384,034
Large JONES FINANCIAL COMPANIES LLLP $9,953,136 0.61% 352,698
Large PANAGORA ASSET MANAGEMENT INC $9,821,180 0.60% 348,022
Large Qube Research & Technologies Ltd $9,490,047 0.58% 336,288
Mega GOLDMAN SACHS GROUP INC $9,379,988 0.57% 332,388
Large Allianz Asset Management GmbH $8,993,939 0.55% 318,708
Mega BANK OF AMERICA CORP /DE/ Bank $8,737,672 0.53% 309,627
Mega ENVESTNET ASSET MANAGEMENT INC $7,521,843 0.46% 266,543
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $7,350,096 0.45% 260,457
Mid PALISADE CAPITAL MANAGEMENT, LP $7,081,639 0.43% 250,944
Mid HEARTLAND ADVISORS INC $7,055,000 0.43% 250,000
Mega UBS Group AG $6,745,172 0.41% 239,021
Mega JPMORGAN CHASE & CO $6,629,101 0.41% 234,908
Large Public Sector Pension Investment Board Pension $6,459,501 0.39% 228,898
Mega Nuveen, LLC $6,194,148 0.38% 219,495
Mid NICHOLAS COMPANY, INC. $6,069,839 0.37% 215,090
Small SCHWERIN BOYLE CAPITAL MANAGEMENT INC $5,495,195 0.34% 194,727
Micro Alpine Peaks Capital, LP $5,311,116 0.32% 188,204
Small Aristides Capital LLC $5,253,435 0.32% 186,160
Mega Invesco Ltd. $5,033,654 0.31% 178,372
Mega RHUMBLINE ADVISERS $4,702,129 0.29% 166,624
Mega AQR CAPITAL MANAGEMENT LLC $4,560,011 0.28% 161,588
Mega Legal & General Group Plc $4,547,878 0.28% 161,158
Mid Dana Investment Advisors, Inc. $4,202,211 0.26% 148,909
Large Balyasny Asset Management L.P. $3,934,403 0.24% 139,419
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $3,792,118 0.23% 134,377
Mega Swiss National Bank Bank $3,563,452 0.22% 126,274
Large GABELLI FUNDS LLC $3,433,527 0.21% 121,670
Mega JANE STREET GROUP, LLC $3,050,553 0.19% 108,099
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $2,963,438 0.18% 105,012
Large STIFEL FINANCIAL CORP $2,962,986 0.18% 104,996
Mid Willis Investment Counsel $2,680,900 0.16% 95,000
Large RENAISSANCE TECHNOLOGIES LLC $2,602,956 0.16% 92,238
Large PRUDENTIAL FINANCIAL INC $2,351,911 0.14% 83,342
Large State of New Jersey Common Pension Fund D Pension $2,341,864 0.14% 82,986
Large Walleye Capital LLC $2,338,055 0.14% 82,851
Large SG Americas Securities, LLC Broker-Dealer $2,163,034 0.13% 76,649
Mega ALLIANCEBERNSTEIN L.P. $2,108,175 0.13% 74,705
Small Bridge City Capital, LLC $2,023,402 0.12% 71,701
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $1,909,392 0.12% 67,661
Large SEI INVESTMENTS CO $1,791,178 0.11% 63,472
Large MARSHALL WACE, LLP $1,752,545 0.11% 62,103
Mega JENNISON ASSOCIATES LLC $1,719,557 0.11% 60,934
Mega CITADEL ADVISORS LLC $1,715,776 0.10% 60,800
Mega DEUTSCHE BANK AG\ Bank $1,713,207 0.10% 60,709
Mega BNP PARIBAS ARBITRAGE, SA $1,689,192 0.10% 59,858
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,654,453 0.10% 58,627
Mega VANGUARD ASSET MANAGEMENT, Ltd $1,610,910 0.10% 57,084
Mega BARCLAYS PLC $1,575,381 0.10% 55,825
Large Creative Planning $1,516,655 0.09% 53,744
Large ExodusPoint Capital Management, LP $1,470,685 0.09% 52,115
Large CANADA LIFE ASSURANCE Co Insurance $1,456,490 0.09% 51,612
Large TUDOR INVESTMENT CORP ET AL $1,420,030 0.09% 50,320
Mid Lombard Odier Asset Management (Europe) Ltd $1,411,000 0.09% 50,000
Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension $1,406,879 0.09% 49,854
Mega CITIGROUP INC $1,386,024 0.08% 49,115
Large State of Tennessee, Department of Treasury $1,343,102 0.08% 47,594
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $1,314,205 0.08% 46,570
Mega FIRST TRUST ADVISORS LP $1,254,153 0.08% 44,442
Small Jackson Creek Investment Advisors LLC $1,211,992 0.07% 42,948
Large Thrivent Financial for Lutherans $1,205,219 0.07% 42,708
Mega CITADEL ADVISORS LLC $1,188,457 0.07% 42,114
Mega LPL Financial LLC $1,187,723 0.07% 42,088
Large DAVENPORT & Co LLC $1,150,275 0.07% 40,761
Mega RAYMOND JAMES FINANCIAL INC $1,147,396 0.07% 40,659
Large Connor, Clark & Lunn Investment Management Ltd. $1,146,098 0.07% 40,613
Small Wakefield Asset Management LLLP $1,126,090 0.07% 39,904
Mid Penserra Capital Management LLC $1,095,387 0.07% 38,816
Large Corient Private Wealth LLC $1,089,150 0.07% 38,595
Mid Engineers Gate Manager LP $1,065,192 0.07% 37,746
Large MetLife Investment Management, LLC $989,957 0.06% 35,080
Mega ROYAL BANK OF CANADA Bank $982,730 0.06% 34,824
Large Trexquant Investment LP $976,891 0.06% 34,617
Mid State of Alaska, Department of Revenue $971,304 0.06% 34,419
Key facts CIK 1559865 CUSIP 30040P103 13F (30d) 6 filings 5 filers Visit website Investor relations

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