Evertec Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 9.28 M | $270.02 B | 0.78% | 14.50% |
| VANGUARD GROUP INC | 01/29/2026 | 7.11 M | $206.78 M | -0.82% | 11.10% |
| STATE STREET CORP | 02/13/2026 | 2.43 M | $70.74 M | -0.97% | 3.80% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.57 M | $45.80 M | 4.07% | 2.46% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.54 M | $44.94 M | 0.07% | 2.41% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/12/2026 | 1.17 M | $33.97 M | -0.85% | 1.82% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 1.11 M | $32.28 M | -4.46% | 1.73% |
| NORTH STAR ASSET MANAGEMENT INC | 02/09/2026 | 808.97 K | $23.53 M | 0.48% | 1.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 708.70 K | $20.62 M | 8.14% | 1.11% |
| MORGAN STANLEY | 02/13/2026 | 539.75 K | $15.70 M | 10.84% | 0.84% |
| BOSTON PARTNERS | 02/13/2026 | 496.59 K | $14.48 M | -5.75% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 464.23 K | $13.50 M | -6.58% | 0.73% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 450.03 K | $13.09 M | -9.33% | 0.70% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 367.16 K | $10.68 M | 4.92% | 0.57% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 353.61 K | $10.29 M | -10.64% | 0.55% |
| JPMORGAN CHASE & CO | 02/11/2026 | 326.94 K | $9.51 M | -14.88% | 0.51% |
| NUVEEN, LLC | 02/12/2026 | 264.31 K | $7.69 B | 7.19% | 0.41% |
| HEARTLAND ADVISORS INC | 02/11/2026 | 237.50 K | $6.91 M | 18.75% | 0.37% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 236.74 K | $6.89 M | 40.87% | 0.37% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 227.22 K | $6.61 B | -29.86% | 0.35% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 02/12/2026 | 217.55 K | $6.33 M | 0.00% | 0.34% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 216.62 K | $6.30 M | 4.78% | 0.34% |
| NICHOLAS COMPANY, INC. | 02/04/2026 | 216.15 K | $6.29 M | 0.08% | 0.34% |
| CITADEL ADVISORS LLC | 02/17/2026 | 193.83 K | $5.64 M | 174.96% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 185.26 K | $5.39 M | -34.98% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 173.65 K | $5.05 M | -1.99% | 0.27% |
| RHUMBLINE ADVISERS | 02/13/2026 | 163.36 K | $4.75 M | -8.14% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 151.26 K | $4.40 B | 13.67% | 0.24% |
| BARCLAYS PLC | 02/13/2026 | 147.14 K | $4.28 M | 10.27% | 0.23% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 146.79 K | $4.27 M | 30.36% | 0.23% |
| JANE STREET GROUP, LLC | 02/12/2026 | 143.89 K | $4.19 B | 102.09% | 0.22% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 134.38 K | $3.91 M | 0.00% | 0.21% |
| ARISTIDES CAPITAL LLC | 02/12/2026 | 134.22 K | $3.90 M | 13.23% | 0.21% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 130.94 K | $3.81 M | -52.70% | 0.20% |
| DANA INVESTMENT ADVISORS, INC. | 02/05/2026 | 126.30 K | $3.67 M | 53.38% | 0.20% |
| SWISS NATIONAL BANK | 02/12/2026 | 126.27 K | $3.67 M | 1.86% | 0.20% |
| GABELLI FUNDS LLC | 02/05/2026 | 121.67 K | $3.54 M | 0.00% | 0.19% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 119.20 K | $3.47 M | 100.00% | 0.19% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 114.23 K | $3.32 M | 41.35% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 106.51 K | $3.10 B | 61.43% | 0.17% |
| F/M INVESTMENTS LLC | 02/03/2026 | 98.42 K | $2.86 M | -2.62% | 0.15% |
| WILLIS INVESTMENT COUNSEL | 01/22/2026 | 90.43 K | $2.63 M | 42.28% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 86.86 K | $2.53 M | -38.54% | 0.14% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/30/2026 | 75.47 K | $2.20 M | 27.02% | 0.12% |
| BRIDGE CITY CAPITAL, LLC | 02/13/2026 | 72.22 K | $2.10 M | -14.11% | 0.11% |
| CITIGROUP INC | 02/13/2026 | 66.35 K | $1.93 M | 102.24% | 0.10% |
| POLARIS CAPITAL MANAGEMENT, LLC | 01/29/2026 | 64.70 K | $1.88 M | 0.00% | 0.10% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 54.40 K | $1.58 M | 7.05% | 0.09% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2026 | 48.61 K | $1.41 M | -1.28% | 0.08% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 01/28/2026 | 45.81 K | $1.33 M | 7.34% | 0.07% |
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Evertec Inc institutional Ownership - FAQ's
During the previous two years, 320 institutional investors and hedge funds held shares of Evertec Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 9.28 M
VANGUARD GROUP INC: 7.11 M
STATE STREET CORP: 2.43 M
DIMENSIONAL FUND ADVISORS LP: 1.57 M
GEODE CAPITAL MANAGEMENT, LLC: 1.54 M
FULLER & THALER ASSET MANAGEMENT, INC.: 1.17 M
54.03% of Evertec Inc stock is owned by institutional investors.
Institutional investors have bought a total of 55.74 M shares in the last 24 months. This purchase volume represents approximately $1.51 B in transactions.