EVTC EVERTEC, Inc.
EVERTEC, Inc. (EVTC) Institutional Ownership
What the institutions did with EVTC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 9.2M | 15.0% |
| FMR LLC | 8.8M | 14.5% |
| AMERICAN CENTURY COMPANIES INC | 5.2M | 8.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.0M | 6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | 4.5% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.7M | 4.5% |
| STATE STREET CORP | 2.6M | 4.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.1M | 3.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6M | 2.6% |
| DIMENSIONAL FUND ADVISORS LP | 1.4M | 2.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 949.6K | 1.6% |
| HEARTLAND ADVISORS INC | 840.4K | 1.4% |
| AMERIPRISE FINANCIAL INC | 830.6K | 1.4% |
| NORTH STAR ASSET MANAGEMENT INC | 809.5K | 1.3% |
| NORTHERN TRUST CORP | 793.8K | 1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 758.0K | 1.2% |
| AQR CAPITAL MANAGEMENT LLC | 708.2K | 1.2% |
| LONE PEAK GLOBAL INVESTORS LLC | 584.7K | 1.0% |
| Clark Capital Management Group, Inc. | 562.4K | 0.9% |
| PANAGORA ASSET MANAGEMENT INC | 472.6K | 0.8% |
| Boston Partners | 464.9K | 0.8% |
| MORGAN STANLEY | 462.8K | 0.8% |
| Bank of New York Mellon Corp | 457.2K | 0.8% |
| VANGUARD FIDUCIARY TRUST CO | 444.2K | 0.7% |
| PRINCIPAL FINANCIAL GROUP INC | 426.0K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| LOOMIS SAYLES & CO L P | Sold Out | 1.0M | 0 | -1.0M |
| HEARTLAND ADVISORS INC | Increased | 250.0K | 840.4K | +590.4K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 161.6K | 708.2K | +546.6K |
| FMR LLC | Reduced | 9.3M | 8.8M | -458.2K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 3.1M | 2.7M | -346.8K |
| Qube Research & Technologies Ltd | Sold Out | 336.3K | 0 | -336.3K |
| Allianz Asset Management GmbH | Reduced | 318.7K | 20.5K | -298.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 662.7K | 949.6K | +286.9K |
| D. E. Shaw & Co., Inc. | Reduced | 659.6K | 378.3K | -281.2K |
| AMERIPRISE FINANCIAL INC | Increased | 579.0K | 830.6K | +251.6K |
| FULLER & THALER ASSET MANAGEMENT, INC. | Increased | 1.8M | 2.1M | +224.6K |
| Invenomic Capital Management LP | New | 0 | 210.8K | +210.8K |
| CX Institutional | Reduced | 209.9K | 172 | -209.7K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 604.0K | 409.4K | -194.5K |
| LSV ASSET MANAGEMENT | Increased | 10.9K | 202.8K | +191.9K |
| MORGAN STANLEY | Reduced | 645.0K | 462.8K | -182.1K |
| GOLDMAN SACHS GROUP INC | Reduced | 332.4K | 174.7K | -157.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 105.0K | 261.7K | +156.7K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 548.9K | 394.0K | -154.9K |
| NATIXIS ADVISORS, LLC | Reduced | 403.2K | 259.5K | -143.7K |
| AMERICAN CENTURY COMPANIES INC | Increased | 5.0M | 5.2M | +139.7K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.6M | 1.4M | -139.6K |
| Balyasny Asset Management L.P. | Sold Out | 139.4K | 0 | -139.4K |
| BlackRock, Inc. | Reduced | 9.3M | 9.2M | -137.8K |
| JONES FINANCIAL COMPANIES LLLP | Reduced | 352.7K | 224.7K | -128.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Increased | 352 | 127.7K | +127.4K |
| PANAGORA ASSET MANAGEMENT INC | Increased | 348.0K | 472.6K | +124.6K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 260.5K | 136.7K | -123.8K |
| UBS Group AG | Reduced | 239.0K | 130.8K | -108.2K |
| JANE STREET GROUP, LLC | Sold Out | 108.1K | 0 | -108.1K |
| STATE STREET CORP | Increased | 2.5M | 2.6M | +102.3K |
| FIRST TRUST ADVISORS LP | Increased | 44.4K | 138.0K | +93.6K |
| RENAISSANCE TECHNOLOGIES LLC | Sold Out | 92.2K | 0 | -92.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 2.9M | 2.8M | -90.5K |
| PALISADE CAPITAL MANAGEMENT, LP | Reduced | 250.9K | 162.1K | -88.8K |
| PICTON MAHONEY ASSET MANAGEMENT | New | 0 | 88.7K | +88.7K |
| Tweedy, Browne Co LLC | New | 0 | 88.5K | +88.5K |
| EXCHANGE TRADED CONCEPTS, LLC | New | 0 | 88.5K | +88.5K |
| Trexquant Investment LP | Increased | 34.6K | 116.7K | +82.0K |
| Dana Investment Advisors, Inc. | Increased | 148.9K | 212.9K | +64.0K |
| Willis Investment Counsel | Increased | 95.0K | 150.6K | +55.6K |
| Amundi | Increased | 14.9K | 70.1K | +55.2K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Increased | 67.7K | 122.2K | +54.5K |
| RAYMOND JAMES FINANCIAL INC | Increased | 40.7K | 93.5K | +52.8K |
| ExodusPoint Capital Management, LP | Sold Out | 52.1K | 0 | -52.1K |
| Bridgewater Associates, LP | Increased | 31.3K | 83.4K | +52.1K |
| Lombard Odier Asset Management (Europe) Ltd | Sold Out | 50.0K | 0 | -50.0K |
| Walleye Capital LLC | Increased | 82.9K | 131.7K | +48.9K |
| PRUDENTIAL FINANCIAL INC | Increased | 83.3K | 132.1K | +48.8K |
| BARCLAYS PLC | Reduced | 55.8K | 10.5K | -45.4K |
| Jackson Creek Investment Advisors LLC | Sold Out | 42.9K | 0 | -42.9K |
| Man Group plc | Increased | 9.8K | 51.8K | +41.9K |
| XTX Topco Ltd | Increased | 16.8K | 57.1K | +40.3K |
| Quantinno Capital Management LP | Increased | 22.7K | 60.1K | +37.4K |
| ALLSTATE CORP | New | 0 | 37.1K | +37.1K |
| NEW YORK STATE COMMON RETIREMENT FUND | Increased | 134.4K | 170.0K | +35.7K |
| State of New Jersey Common Pension Fund D | Reduced | 83.0K | 48.2K | -34.8K |
| Freestone Grove Partners LP | Increased | 13.6K | 48.2K | +34.7K |
| MARSHALL WACE, LLP | Reduced | 62.1K | 28.1K | -34.0K |
| Clark Capital Management Group, Inc. | Reduced | 596.3K | 562.4K | -34.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.