EVERTEC, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK, INC. | 02/07/2025 | 9.64 M | $332.80 M | 1.22% | 15.07% |
FMR LLC | 02/13/2025 | 9.54 M | $329.49 M | 4.69% | 14.92% |
VANGUARD GROUP INC | 02/11/2025 | 7.28 M | $251.24 M | -0.45% | 11.38% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 4.56 M | $157.45 M | -0.05% | 7.13% |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/21/2025 | 3.41 M | $117.68 M | -2.74% | 5.33% |
STATE STREET CORP | 02/14/2025 | 2.61 M | $90.25 M | 4.78% | 4.09% |
VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 2.00 M | $69.04 M | -6.86% | 3.13% |
RIVER ROAD ASSET MANAGEMENT, LLC | 02/07/2025 | 1.91 M | $65.97 M | -2.85% | 2.99% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.63 M | $56.23 M | 2.03% | 2.55% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.44 M | $49.76 M | -0.32% | 2.25% |
LOOMIS SAYLES & CO L P | 02/12/2025 | 1.25 M | $43.03 M | -2.84% | 1.95% |
FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 1.12 M | $38.73 M | -0.54% | 1.75% |
INVESCO LTD. | 02/13/2025 | 894,494 | $30.89 M | 0.10% | 1.40% |
NORTHERN TRUST CORP | 02/14/2025 | 847,176 | $29.25 M | 0.84% | 1.32% |
NORTH STAR ASSET MANAGEMENT INC | 02/19/2025 | 794,171 | $27.42 M | 3.64% | 1.24% |
MORGAN STANLEY | 02/14/2025 | 722,671 | $24.95 M | -4.03% | 1.13% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 628,237 | $21.69 M | -5.61% | 0.98% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 627,821 | $21.68 M | -0.12% | 0.98% |
NATIXIS ADVISORS, L.P. | 02/10/2025 | 578,791 | $19.99 M | -0.66% | 0.91% |
SEI INVESTMENTS CO | 02/11/2025 | 575,261 | $19.86 M | 13.40% | 0.90% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 568,797 | $19.64 M | 41.56% | 0.89% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 532,340 | $18.38 M | 1.45% | 0.83% |
CANADA PENSION PLAN INVESTMENT BOARD | 02/13/2025 | 504,370 | $17.42 M | 100.00% | 0.79% |
JPMORGAN CHASE & CO | 02/12/2025 | 482,112 | $16.65 M | 42.73% | 0.75% |
DF DENT & CO INC | 02/12/2025 | 434,649 | $15.01 M | -4.57% | 0.68% |
CLIFFORD CAPITAL PARTNERS LLC | 02/14/2025 | 422,809 | $14.60 M | -5.55% | 0.66% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 368,030 | $12.71 M | -0.92% | 0.58% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 329,682 | $11.38 M | -7.43% | 0.52% |
PATHSTONE HOLDINGS, LLC | 02/14/2025 | 325,813 | $11.25 M | 1.03% | 0.51% |
PALISADE CAPITAL MANAGEMENT, LP | 02/14/2025 | 317,816 | $10.97 M | 70.74% | 0.50% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 310,524 | $10.72 M | 2.42% | 0.49% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 299,797 | $10.35 M | 12.40% | 0.47% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 280,326 | $9.68 M | -40.05% | 0.44% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 279,085 | $9.64 M | 4.34% | 0.44% |
INVENOMIC CAPITAL MANAGEMENT LP | 02/14/2025 | 275,979 | $9.53 M | 48.44% | 0.43% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 272,972 | $9.43 M | -14.32% | 0.43% |
D. E. SHAW & CO., INC. | 02/14/2025 | 264,489 | $9.13 M | 16.59% | 0.41% |
LSV ASSET MANAGEMENT | 02/13/2025 | 247,200 | $8.54 M | -1.20% | 0.39% |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 02/13/2025 | 217,550 | $7.51 M | 0.00% | 0.34% |
NICHOLAS COMPANY, INC. | 02/10/2025 | 215,885 | $7.45 M | -0.06% | 0.34% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 198,706 | $6.86 M | -27.96% | 0.31% |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 02/14/2025 | 196,836 | $6.80 M | 29.58% | 0.31% |
NORGES BANK | 02/12/2025 | 190,214 | $6.57 M | 100.00% | 0.30% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 178,542 | $6.17 M | 0.03% | 0.28% |
RHUMBLINE ADVISERS | 01/30/2025 | 174,264 | $6.02 M | 1.76% | 0.27% |
ALPINE PEAKS CAPITAL, LP | 02/14/2025 | 172,298 | $5.95 M | -33.83% | 0.27% |
UBS GROUP AG | 02/14/2025 | 170,006 | $5.87 M | 183.09% | 0.27% |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 158,485 | $5.47 M | 16.78% | 0.25% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 155,105 | $5.36 M | 100.00% | 0.24% |
KEELEY-TETON ADVISORS, LLC | 02/13/2025 | 146,584 | $5.06 M | 4.65% | 0.23% |
EVERTEC, Inc. institutional Ownership - FAQ's
During the previous two years, 329 institutional investors and hedge funds held shares of EVERTEC, Inc.. The most heavily invested institutionals were:
Parallel Advisors, LLC: 0
BlackRock, Inc.: 9.64 M
FMR LLC: 9.54 M
VANGUARD GROUP INC: 7.28 M
AMERICAN CENTURY COMPANIES INC: 4.56 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 3.41 M
101.77% of EVERTEC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 83.06 M shares in the last 24 months. This purchase volume represents approximately $2.76 B in transactions.