DaveManuel.com · Institutional Ownership · Who Owns It
EVERTEC INC (EVTC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
256
Reporting holders
$1.7B
Reported value
101.9%
Of shares outstanding
0.1%
Calls
0.0%
Puts
-7
Holder change
Institutions report 60,882,484 shares against 59,752,542 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $254.5M | 9,161,745 | 0.00% | 8q | -1.5%-$3.8M |
| FMR LLC | $244.4M | 8,798,971 | 0.01% | 31q | -4.9%-$12.7M |
| AMERICAN CENTURY COMPANIES INC | $144.2M | 5,189,201 | 0.06% | 31q | +2.8%+$3.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $110.0M | 3,961,258 | 0.00% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $76.8M | 2,765,581 | 0.00% | 2q | -3.2%-$2.5M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $75.4M | 2,713,930 | 0.23% | 24q | -11.3%-$9.6M |
| STATE STREET CORP | $72.4M | 2,604,668 | 0.00% | 31q | +4.1%+$2.8M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $57.2M | 2,059,589 | 0.16% | 31q | +12.2%+$6.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $43.6M | 1,569,390 | 0.00% | 31q | +2.0%+$856.5K |
| DIMENSIONAL FUND ADVISORS LP | $39.6M | 1,426,463 | 0.01% | 31q | -8.9%-$3.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $26.4M | 949,585 | 0.00% | 31q | +43.3%+$8.0M |
| HEARTLAND ADVISORS INC | $23.3M | 840,400 | 1.04% | 31q | +236.2%+$16.4M |
| AMERIPRISE FINANCIAL INC | $23.1M | 830,620 | 0.00% | 31q | +43.5%+$7.0M |
| NORTH STAR ASSET MANAGEMENT INC | $22.5M | 809,545 | 0.88% | 31q | HELD |
| NORTHERN TRUST CORP | $22.1M | 793,795 | 0.00% | 31q | +1.3%+$286.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.1M | 758,026 | 0.00% | 31q | -2.9%-$639.6K |
| AQR CAPITAL MANAGEMENT LLC | $19.7M | 708,230 | 0.01% | 6q | +338.3%+$15.2M |
| LONE PEAK GLOBAL INVESTORS LLC | $16.2M | 584,685 | 2.24% | 31q | +5.9%+$910.2K |
| Clark Capital Management Group, Inc. | $15.6M | 562,394 | 0.09% | 12q | -5.7%-$943.2K |
| PANAGORA ASSET MANAGEMENT INC | $13.1M | 472,642 | 0.04% | 5q | +35.8%+$3.5M |
| Boston Partners | $13.0M | 464,865 | 0.01% | 5q | -3.1%-$421.1K |
| MORGAN STANLEY | $12.9M | 462,835 | 0.00% | 35q | -28.2%-$5.1M |
| Bank of New York Mellon Corp | $12.7M | 457,153 | 0.00% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $12.3M | 444,153 | 0.00% | 2q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $11.8M | 425,964 | 0.01% | 31q | HELD |
| MILLENNIUM MANAGEMENT LLC | $11.4M | 409,440 | 0.00% | 17q | -32.2%-$5.4M |
| WELLS FARGO & COMPANY/MN | $11.2M | 404,343 | 0.00% | 31q | +5.3%+$564.2K |
| TWO SIGMA INVESTMENTS, LP | $10.9M | 394,044 | 0.01% | 10q | -28.2%-$4.3M |
| D. E. Shaw & Co., Inc. | $10.5M | 378,347 | 0.01% | 16q | -42.6%-$7.8M |
| BANK OF AMERICA CORP /DE/ | $7.8M | 282,036 | 0.00% | 31q | -8.9%-$766.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7.3M | 261,719 | 0.00% | 6q | +149.2%+$4.4M |
| NATIXIS ADVISORS, LLC | $7.2M | 259,516 | 0.01% | 23q | -35.6%-$4.0M |
| JPMORGAN CHASE & CO | $7.2M | 256,887 | 0.00% | 31q | +9.4%+$612.6K |
| ENVESTNET ASSET MANAGEMENT INC | $6.7M | 239,885 | 0.00% | 23q | -10.0%-$740.6K |
| JONES FINANCIAL COMPANIES LLLP | $6.1M | 224,658 | 0.00% | 8q | -36.3%-$3.5M |
| NICHOLAS COMPANY, INC. | $6.0M | 215,090 | 0.11% | 31q | HELD |
| Dana Investment Advisors, Inc. | $5.9M | 212,922 | 0.15% | 4q | +43.0%+$1.8M |
| Public Sector Pension Investment Board | $5.9M | 211,721 | 0.02% | 31q | -7.5%-$477.2K |
| Invenomic Capital Management LP | $5.9M | 210,799 | 0.35% | new | NEW |
| LSV ASSET MANAGEMENT | $5.6M | 202,846 | 0.01% | 27q | +1761.0%+$5.3M |
| Aristides Capital LLC | $5.6M | 201,170 | 1.09% | 17q | +8.1%+$417.0K |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $5.4M | 194,727 | 0.66% | 31q | HELD |
| Nuveen, LLC | $5.2M | 188,256 | 0.00% | 6q | -14.2%-$867.8K |
| GOLDMAN SACHS GROUP INC | $4.9M | 174,748 | 0.00% | 31q | -47.4%-$4.4M |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.7M | 170,041 | 0.01% | 31q | +26.5%+$990.7K |
| Alpine Peaks Capital, LP | $4.5M | 163,126 | 5.31% | 19q | -13.3%-$696.7K |
| PALISADE CAPITAL MANAGEMENT, LP | $4.5M | 162,140 | 0.20% | 8q | -35.4%-$2.5M |
| Invesco Ltd. | $4.4M | 157,598 | 0.00% | 31q | -11.6%-$577.1K |
| Legal & General Group Plc | $4.3M | 155,750 | 0.00% | 31q | -3.4%-$150.2K |
| Willis Investment Counsel | $4.2M | 150,575 | 0.20% | 21q | +58.5%+$1.5M |
| RHUMBLINE ADVISERS | $4.1M | 146,352 | 0.00% | 31q | -12.2%-$563.2K |
| GABELLI FUNDS LLC | $4.0M | 143,070 | 0.03% | 5q | +17.6%+$594.5K |
| FIRST TRUST ADVISORS LP | $3.8M | 138,041 | 0.00% | 31q | +210.6%+$2.6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3.8M | 136,705 | 0.02% | 9q | -47.5%-$3.4M |
| CITADEL ADVISORS LLC | $3.7M incl. $1.7M options CALL | 73,508 | 0.00% | 16q | +74.5%+$1.6M |
| PRUDENTIAL FINANCIAL INC | $3.7M | 132,113 | 0.00% | 31q | +58.5%+$1.4M |
| Walleye Capital LLC | $3.7M | 131,747 | 0.01% | 2q | +59.0%+$1.4M |
| UBS Group AG | $3.6M | 130,772 | 0.00% | 31q | -45.3%-$3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.5M | 127,739 | 0.00% | 3q | +36189.5%+$3.5M |
| Swiss National Bank | $3.4M | 123,674 | 0.00% | 31q | -2.1%-$72.2K |
| STIFEL FINANCIAL CORP | $3.4M | 123,452 | 0.00% | 23q | +17.6%+$512.7K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $3.4M | 122,206 | 0.00% | 4q | +80.6%+$1.5M |
| Trexquant Investment LP | $3.2M | 116,664 | 0.02% | 2q | +237.0%+$2.3M |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 93,508 | 0.00% | 7q | +130.0%+$1.5M |
| PICTON MAHONEY ASSET MANAGEMENT | $2.5M | 88,677 | 0.02% | new | NEW |
| Tweedy, Browne Co LLC | $2.5M | 88,487 | 0.19% | new | NEW |
| EXCHANGE TRADED CONCEPTS, LLC | $2.5M | 88,487 | 0.01% | new | NEW |
| Creative Planning | $2.4M | 85,420 | 0.00% | 8q | +58.9%+$880.0K |
| Bridgewater Associates, LP | $2.3M | 83,418 | 0.01% | 2q | +166.4%+$1.4M |
| SEI INVESTMENTS CO | $2.2M | 79,128 | 0.00% | 31q | +24.7%+$434.9K |
| ALLIANCEBERNSTEIN L.P. | $2.1M | 74,705 | 0.00% | 31q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.1M | 74,225 | 0.00% | 31q | +26.6%+$433.3K |
| DEUTSCHE BANK AG\ | $2.0M | 70,704 | 0.00% | 34q | +16.5%+$277.7K |
| JENNISON ASSOCIATES LLC | $2.0M | 70,639 | 0.00% | 6q | +15.9%+$269.6K |
| Bridge City Capital, LLC | $2.0M | 70,323 | 0.45% | 22q | -1.9%-$38.3K |
| Amundi | $1.9M | 70,055 | 0.00% | 16q | +371.4%+$1.5M |
| BNP PARIBAS FINANCIAL MARKETS | $1.7M | 61,450 | 0.00% | 31q | +2.7%+$44.2K |
| Quantinno Capital Management LP | $1.7M | 60,091 | 0.00% | 3q | +164.3%+$1.0M |
| XTX Topco Ltd | $1.6M | 57,123 | 0.02% | 3q | +239.5%+$1.1M |
| SG Americas Securities, LLC | $1.5M | 54,897 | 0.00% | 8q | -28.4%-$604.3K |
| Corient Private Wealth LP | $1.5M | 54,551 | 0.00% | 12q | +41.3%+$443.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.4M | 52,133 | 0.00% | 2q | -8.7%-$137.5K |
| Man Group plc | $1.4M | 51,751 | 0.00% | 2q | +427.0%+$1.2M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $1.4M | 50,972 | 0.00% | 31q | +9.5%+$122.3K |
| TUDOR INVESTMENT CORP ET AL | $1.4M | 50,287 | 0.00% | 5q | HELD |
| Freestone Grove Partners LP | $1.3M | 48,232 | 0.01% | 2q | +255.8%+$963.3K |
| State of New Jersey Common Pension Fund D | $1.3M | 48,176 | 0.00% | 13q | -41.9%-$967.0K |
| CANADA LIFE ASSURANCE Co | $1.3M | 47,099 | 0.00% | 27q | -8.7%-$125.3K |
| Wakefield Asset Management LLLP | $1.1M | 40,644 | 0.25% | 3q | +1.9%+$20.6K |
| Thrivent Financial for Lutherans | $1.1M | 40,464 | 0.00% | 4q | -5.3%-$62.3K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.1M | 40,020 | 0.00% | 7q | +241.8%+$786.5K |
| DAVENPORT & Co LLC | $1.1M | 39,683 | 0.01% | 21q | -2.6%-$29.9K |
| CITIGROUP INC | $1.1M | 38,369 | 0.00% | 31q | -21.9%-$298.5K |
| ALLSTATE CORP | $1.0M | 37,058 | 0.01% | new | NEW |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.0M | 36,000 | 0.00% | 6q | -27.8%-$384.9K |
| MetLife Investment Management, LLC | $996.9K | 35,884 | 0.00% | 32q | +2.3%+$22.3K |
| State of Tennessee, Department of Treasury | $994.8K | 35,809 | 0.00% | 31q | -24.8%-$327.4K |
| LPL Financial LLC | $993.5K | 35,762 | 0.00% | 12q | -15.0%-$175.7K |
| Illinois Municipal Retirement Fund | $963.8K | 34,695 | 0.01% | 12q | +7.0%+$63.0K |
| Penserra Capital Management LLC | $951.0K | 34,246 | 0.01% | 18q | -11.8%-$126.9K |
Showing the largest 100 of 256 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | Viglianco Diego | EVP & CIO | Sold | 27,570 | $836.0K |
| 2026-08-14 | Perez-Surillo Paola | Executive Vice President | Sold | 17,486 | $551.9K |
| 2026-05-11 | Vizcarrondo Miguel | Executive Vice President | Bought | 21,000 | $490.8K |
| 2026-05-08 | D'ANGELO FRANK G. | Director | Bought | 20,000 | $468.0K |
| 2026-05-08 | Castrillo-Salgado Joaquin A. | Senior EVP & COO | Bought | 20,000 | $454.7K ×3 |
| 2026-06-12 | SMITH BRIAN JOHN | Director | Bought | 16,202 | $428.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 56 | $18.9M | 698,868 | 14 | 11 | 17 | 0.0% |
| Q2 2026 | 256 | $1.7B | 60,882,484 | 33 | 91 | 84 | 0.1% |
| Q1 2026 | 263 | $1.8B | 62,073,569 | 32 | 102 | 76 | 0.1% |
| Q4 2025 | 271 | $1.8B | 62,685,886 | 40 | 90 | 94 | 0.0% |
| Q3 2025 | 271 | $2.2B | 63,875,194 | 44 | 76 | 100 | 0.0% |
| Q2 2025 | 267 | $2.3B | 63,986,025 | 38 | 88 | 93 | 0.0% |
| Q1 2025 | 253 | $2.3B | 63,664,989 | 35 | 76 | 87 | 0.0% |
| Q4 2024 | 247 | $2.2B | 65,097,098 | 16 | 70 | 85 | 0.0% |
| Q3 2024 | 248 | $2.2B | 65,064,571 | 31 | 62 | 100 | 0.0% |
| Q2 2024 | 244 | $2.2B | 65,070,666 | 29 | 69 | 91 | 0.0% |
| Q1 2024 | 260 | $2.7B | 67,812,884 | 28 | 74 | 100 | 0.0% |
| Q4 2023 | 264 | $2.7B | 66,374,662 | 18 | 73 | 99 | 0.0% |
| Q3 2023 | 254 | $2.4B | 63,941,956 | 33 | 72 | 89 | 0.0% |
| Q2 2023 | 236 | $2.3B | 63,065,763 | 19 | 86 | 78 | 0.0% |
| Q1 2023 | 249 | $2.1B | 63,004,035 | 33 | 90 | 72 | 0.1% |
| Q4 2022 | 248 | $2.0B | 63,251,459 | 31 | 75 | 97 | 0.1% |
| Q3 2022 | 237 | $9.0B | 287,063,826 | 36 | 101 | 61 | 0.0% |
| Q2 2022 | 231 | $10.4B | 281,861,684 | 31 | 70 | 78 | 0.0% |
| Q1 2022 | 235 | $11.6B | 283,147,305 | 28 | 78 | 79 | 0.0% |
| Q4 2021 | 247 | $4.0B | 79,106,850 | 34 | 88 | 70 | 0.0% |
| Q3 2021 | 225 | $3.5B | 76,765,425 | 25 | 70 | 81 | 0.0% |
| Q2 2021 | 223 | $3.4B | 78,138,337 | 34 | 71 | 78 | 0.0% |
| Q1 2021 | 211 | $2.8B | 76,298,771 | 22 | 75 | 73 | 0.0% |
| Q4 2020 | 223 | $3.1B | 79,783,774 | 47 | 68 | 72 | 0.1% |
| Q3 2020 | 195 | $2.8B | 79,391,138 | 39 | 40 | 82 | 0.1% |
| Q2 2020 | 185 | $2.2B | 79,670,008 | 19 | 58 | 78 | 0.0% |
| Q1 2020 | 194 | $2.4B | 104,718,150 | 15 | 65 | 79 | 0.0% |
| Q4 2019 | 218 | $2.8B | 81,682,179 | 23 | 76 | 80 | 0.0% |
| Q3 2019 | 234 | $3.9B | 125,053,644 | 38 | 75 | 82 | 0.0% |
| Q2 2019 | 217 | $2.6B | 79,502,748 | 25 | 77 | 70 | 0.3% |
| Q1 2019 | 226 | $2.2B | 78,504,096 | 37 | 76 | 77 | 0.3% |
| Q4 2018 | 213 | $12.9B | 450,107,757 | 9 | 0 | 4 | 0.0% |