EVERTEC Ownership | Who Owns EVERTEC?

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EVERTEC Ownership Summary

EVERTEC is owned by 100.50% institutional investors, 0.79% insiders. Blackrock is the largest institutional shareholder, holding 14.89% of EVTC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.41% of its assets in EVERTEC shares.

EVTC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	EVERTEC	100.50%	0.79%	-1.29%
Sector	Technology Stocks	52.37%	10.59%	37.04%
Idea	POS Stocks List	68.60%	5.23%	26.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	9.59M	14.89%	$318.97M
Vanguard group	7.31M	11.35%	$243.12M
Fmr	6.67M	10.36%	$221.90M
American century companies	4.37M	6.78%	$145.32M
Kayne anderson rudnick investment management	3.51M	5.46%	$116.87M
State street	2.46M	3.82%	$81.79M
Victory capital management	2.30M	3.57%	$76.42M
River road asset management	1.96M	3.04%	$65.19M
Dimensional fund advisors lp	1.66M	2.58%	$55.35M
Geode capital management	1.63M	2.53%	$54.13M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alpine peaks capital, lp	232.39K	4.74%	$7.73M
Clifford capital partners	459.83K	3.33%	$15.29M
Qsv equity investors	42.20K	1.46%	$1.40M
Sapience investments	77.57K	1.32%	$2.58M
North star asset management	740.23K	1.17%	$24.61M
River road asset management	1.96M	0.94%	$65.19M
Schwerin boyle capital management	217.55K	0.76%	$7.23M
Redwood investments	65.10K	0.73%	$2.15M
Bridge city capital	58.40K	0.65%	$1.94M
Keeley-teton advisors	140.07K	0.60%	$4.66M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	6.67M	0.01%	4.05M
Bank of america corp /de/	851.32K	0.00%	315.53K
Norges bank	303.92K	0.00%	303.92K
Edgestream partners	244.92K	0.39%	244.92K
American century companies	4.37M	0.09%	208.18K

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	-	-	-1.40M
Sunriver management	-	-	-879.62K
Janus henderson group	32.36K	0.00%	-413.39K
One fin capital management lp	-	-	-350.00K
Blackrock	9.59M	0.01%	-297.29K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	303.92K	0.00%	303.92K	$10.11M
Edgestream partners	244.92K	0.39%	244.92K	$8.14M
F/m investments	170.59K	0.20%	170.59K	$5.67M
Susquehanna fundamental investments	83.08K	0.06%	83.08K	$2.76M
Corebridge financial	37.41K	0.01%	37.41K	$1.24M

Sold Out

Holder	Change
Tfc financial management	-1.00
Td capital management	-3.00
Wetzel investment advisors	-8.00
Financial gravity asset management	-17.00
Concourse financial group securities	-21.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	244	-6.87%	64,743,653	-1.28%	100	0.99%	104	-	94	-16.07%
Mar 31, 2024	262	-1.50%	65,580,523	0.75%	100	1.01%	104	-2.80%	112	0.90%
Dec 31, 2023	266	3.91%	65,089,649	2.59%	100	1.04%	107	-7.76%	111	11.00%
Sep 30, 2023	256	7.11%	63,445,038	0.44%	98	1.04%	116	2.65%	100	12.36%
Jun 30, 2023	239	-5.53%	63,164,600	0.26%	97	1.03%	113	-14.39%	89	12.66%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	4.08M	6.41%	3.96K
American Century Small Cap Value Inv	3.50M	5.47%	90.00K
American Century U.S. Small Cap Value	3.50M	5.47%	90.00K
Fidelity Low-Priced Stock	2.61M	4.09%	77.16K
Vanguard Total Stock Mkt Idx Inv	2.07M	3.25%	-15.77K
iShares Russell 2000 ETF	1.63M	2.56%	-3.67K
Vanguard Small Cap Index	1.60M	2.52%	3.15K
Victory Sycamore Small Company Opp R	1.42M	2.22%	-140.00K
Victory Small Cap Value CIT (Net 75)	1.42M	2.22%	-140.00K
Strategic Advisers Fidelity US TtlStk	1.26M	1.96%	41.69K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 15, 2024	Viglianco Diego	EVP & Chief Operating Officer	Sell	$641.03K
Nov 13, 2024	Schuessler Morgan M	President & CEO	Sell	$579.84K
Aug 29, 2024	Vizcarrondo Miguel	Executive Vice President	Sell	$1.36M
Aug 29, 2024	Perez-Surillo Paola	Executive Vice President	Sell	$623.11K
Aug 01, 2024	Rodriguez-Gonzalez Luis A	General Counsel & EVP	Sell	$1.26M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	3
2024 Q2	-	2
2024 Q1	-	4
2023 Q4	-	-

EVTC Ownership FAQ

Who owns the most shares of EVERTEC?

EVERTEC’s largest shareholders are Blackrock (9.59M shares, 14.89%), Vanguard group (7.31M shares, 11.35%), and Fmr (6.67M shares, 10.36%). Together, they hold 36.60% of EVERTEC’s total shares outstanding.

Does Blackrock own EVERTEC?

Yes, BlackRock owns 14.89% of EVERTEC, totaling 9.59M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 318.97M$. In the last quarter, BlackRock decreased its holdings by -297K shares, a -3.01% change.

Who is EVERTEC’s biggest shareholder by percentage of total assets invested?

Alpine peaks capital, lp is EVERTEC’s biggest shareholder by percentage of total assets invested, with 4.74% of its assets in 232.39K EVERTEC shares, valued at 7.73M$.

Who is the top mutual fund holder of EVERTEC shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of EVERTEC shares, with 6.41% of its total shares outstanding invested in 4.08M EVERTEC shares.

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