EvertecEVTC
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 246 institutions reported holding Evertec Inc. (EVTC) in their 13F filings, down 2 from Q3 2024. 16 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($332.8M), FMR LLC ($329.5M) and Vanguard Group Inc. ($251.2M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Evertec Inc.
- CUSIP
- 30040P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $19.8M |
| Exits | 25 | $15.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,595,400 shares bought and 2,431,120 shares sold, net +164,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 246 holders
| BlackRock, Inc. | 0.01% | Add +1.2% | 9,637,974 | $332.8M |
| FMR LLC | 0.02% | Add +4.7% | 9,542,103 | $329.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 7,276,062 | $251.2M |
| American Century Companies Inc. | 0.09% | Reduce -0.1% | 4,559,893 | $157.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.27% | Reduce -2.7% | 3,408,160 | $117.7M |
| State Street Corp. | 0.00% | Add +4.8% | 2,613,644 | $90.2M |
| Victory Capital Management Inc. | 0.07% | Reduce -6.9% | 1,999,513 | $69.0M |
| River Road Asset Management, LLC | 0.88% | Reduce -2.9% | 1,910,638 | $66.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.0% | 1,628,404 | $56.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 1,440,727 | $49.8M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -2.8% | 1,246,057 | $43.0M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | Reduce -0.5% | 1,121,562 | $38.7M |
| Invesco Ltd. | 0.01% | Add +0.1% | 894,494 | $30.9M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 847,176 | $29.3M |
| North Star Asset Management Inc. | 1.21% | Add +3.6% | 794,171 | $27.4M |
| Morgan Stanley | 0.00% | Reduce -4.0% | 722,671 | $25.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.6% | 628,237 | $21.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 627,821 | $21.7M |
| Natixis Advisors, LLC | 0.04% | Reduce -0.7% | 578,791 | $20.0M |
| Sei Investments Co. | 0.03% | Add +13.4% | 575,261 | $19.9M |
| Ameriprise Financial Inc. | 0.01% | Add +41.6% | 568,797 | $19.6M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 532,340 | $18.4M |
| Canada Pension Plan Investment Board | 0.02% | New | 504,370 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Add +42.7% | 482,112 | $16.6M |
| DF Dent & Co. Inc. | 0.19% | Reduce -4.6% | 434,649 | $15.0M |
| Lone Peak Global Investors LLC | 3.03% | Reduce -5.5% | 422,809 | $14.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 368,030 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.4% | 329,682 | $11.4M |
| Pathstone Holdings, LLC | 0.05% | Add +1.0% | 325,813 | $11.3M |
| Palisade Capital Management, LP | 0.33% | Add +70.7% | 317,816 | $11.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.4% | 310,524 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.4% | 299,797 | $10.4M |
| Renaissance Technologies | 0.01% | Reduce -40.0% | 280,326 | $9.7M |
| Two Sigma Investments, LP | 0.02% | Add +4.3% | 279,085 | $9.6M |
| Invenomic Capital Management LP | 0.54% | Add +48.4% | 275,979 | $9.5M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -14.3% | 272,972 | $9.4M |
| D. E. Shaw & Co. | 0.01% | Add +16.6% | 264,489 | $9.1M |
| LSV Asset Management | 0.02% | Reduce -1.2% | 247,200 | $8.5M |
| Schwerin Boyle Capital Management Inc. | 0.77% | No change | 217,550 | $7.5M |
| Nicholas Company, Inc. | 0.12% | Reduce -0.1% | 215,885 | $7.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -28.0% | 198,706 | $6.9M |
| Clark Capital Management Group, Inc. | 0.05% | Add +29.6% | 196,836 | $6.8M |
| Norges Bank | 0.00% | Reduce -19.7% | 190,214 | $6.6M |
| Legal & General Group Plc | 0.00% | Add +0.0% | 178,542 | $6.2M |
| Rhumbline Advisers | 0.01% | Add +1.8% | 174,264 | $6.0M |
| Alpine Peaks Capital, LP | 4.88% | Reduce -33.8% | 172,298 | $5.9M |
| UBS Group AG | 0.00% | Add +183.1% | 170,006 | $5.9M |
| Public Sector Pension Investment Board | 0.02% | Add +16.8% | 158,485 | $5.5M |
| Raymond James Financial Inc. | 0.00% | — | 155,105 | $5.4M |
| Keeley-Teton Advisors, LLC | 0.59% | Add +4.7% | 146,584 | $5.1M |
| New York State Common Retirement Fund | 0.01% | Add +43.4% | 129,235 | $4.5M |
| Swiss National Bank | 0.00% | No change | 125,774 | $4.3M |
| Intech Investment Management LLC | 0.04% | Add +589.5% | 125,559 | $4.3M |
| Two Sigma Advisers, LP | 0.01% | Add +98.2% | 121,500 | $4.2M |
| Barclays PLC | 0.00% | Add +3.0% | 118,831 | $4.1M |
| Heartland Advisors Inc. | 0.21% | No change | 110,000 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -30.1% | 106,789 | $3.7M |
| Citigroup Inc. | 0.00% | Add +10.9% | 97,227 | $3.4M |
| Algert Global LLC | 0.08% | Add +6.4% | 97,183 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -6.7% | 92,147 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 90,001 | $3.1M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -16.0% | 87,141 | $3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -54.3% | 85,875 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.4% | 76,685 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 76,346 | $2.6M |
| Aristides Capital LLC | 0.78% | Add +71.4% | 72,689 | $2.5M |
| F/m Investments LLC | 0.09% | Reduce -63.0% | 71,219 | $2.5M |
| Bridge City Capital, LLC | 0.63% | Add +0.9% | 68,784 | $2.4M |
| Sapience Investments, LLC | 1.32% | Reduce -14.1% | 65,669 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +27.9% | 65,071 | $2.2M |
| Susquehanna Fundamental Investments, LLC | 0.04% | — | 64,443 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -13.9% | 64,377 | $2.2M |
| Penserra Capital Management LLC | 0.04% | Reduce -2.9% | 61,747 | $2.1M |
| Polaris Capital Management, LLC | 0.10% | No change | 60,500 | $2.1M |
| California State Teachers Retirement System | 0.00% | Reduce -1.7% | 59,878 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.3% | 58,866 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -51.0% | 58,404 | $2.0M |
| Redwood Investments, LLC | 0.49% | Add +0.0% | 52,930 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.1% | 49,170 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +181.8% | 47,598 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -47.1% | 46,981 | $1.6M |
| Creative Planning | 0.00% | Add +0.5% | 44,795 | $1.5M |
| QSV Equity Investors LLC | 1.40% | Add +0.2% | 42,296 | $1.5M |
| Amundi | 0.00% | Add +83.0% | 43,416 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.5% | 41,744 | $1.4M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.61% | Add +100.0% | 40,000 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +2.4% | 39,893 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 39,208 | $1.4M |
| Lombard Odier Asset Management (Europe) Ltd | 0.09% | Reduce -3.1% | 38,750 | $1.3M |
| Zacks Investment Management | 0.01% | Add +2.3% | 37,979 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -16.1% | 37,381 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 36,693 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.0% | 36,154 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -78.0% | 35,275 | $1.2M |
| Willis Investment Counsel | 0.08% | Add +37.8% | 34,602 | $1.2M |
| Jump Financial, LLC | 0.03% | Add +4.2% | 34,409 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.3% | 34,306 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -22.4% | 34,291 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.9% | 34,190 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -2.1% | 32,838 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 32,362 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.3% | 30,800 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +10.2% | 30,269 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.7% | 29,623 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.0% | 28,044 | $968K |
| Balyasny Asset Management L.P. | 0.00% | New | 27,662 | $955K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,360 | $910K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.6% | 26,009 | $898K |
| Millennium Management | 0.00% | Reduce -64.1% | 25,283 | $873K |
| Avior Wealth Management, LLC | 0.03% | Reduce -7.6% | 25,239 | $872K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 24,299 | $839K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.1% | 24,172 | $835K |
| Voya Investment Management LLC | 0.00% | Reduce -4.2% | 23,919 | $826K |
| Main Management ETF Advisors, LLC | 0.04% | Reduce -8.3% | 22,784 | $787K |
| Maryland State Retirement & Pension System | 0.02% | No change | 21,605 | $746K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 21,442 | $740K |
| LPL Financial LLC | 0.00% | Add +151.2% | 21,091 | $728K |
| ProShare Advisors LLC | 0.00% | Add +44.4% | 19,408 | $670K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +17.2% | 19,294 | $666K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -52.6% | 19,160 | $662K |
| Amalgamated Bank | 0.01% | No change | 18,890 | $652K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.5% | 18,855 | $651K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,665 | $645K |
| Arizona State Retirement System | 0.00% | Add +0.1% | 18,568 | $641K |
| Legato Capital Management LLC | 0.08% | No change | 17,611 | $608K |
| Thomas J. Herzfeld Advisors, Inc. | 0.19% | No change | 16,956 | $585K |
| Freestone Grove Partners LP | 0.01% | — | 16,372 | $565K |
| JLB & Associates Inc. | 0.08% | Reduce -16.6% | 16,150 | $558K |
| Smith Group Asset Management, LLC | 0.04% | Add +40.1% | 15,428 | $533K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.7% | 14,960 | $517K |
| Handelsbanken Fonder AB | 0.00% | Add +15.5% | 14,900 | $514K |
| State of Wisconsin Investment Board | 0.00% | Reduce -33.2% | 13,902 | $480K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 13,725 | $474K |
| KLP Kapitalforvaltning As | 0.00% | — | 13,700 | $473K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.2% | 13,676 | $472K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.7% | 13,581 | $469K |
| Nebula Research & Development LLC | 0.05% | Reduce -58.9% | 13,424 | $464K |
| Bank of Montreal | 0.00% | Add +13.3% | 11,970 | $413K |
| Mackenzie Financial Corp. | 0.00% | New | 10,667 | $368K |
| Cetera Investment Advisers | 0.00% | Add +6.9% | 10,645 | $368K |
| Keybank National Association | 0.00% | Reduce -4.5% | 10,565 | $365K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -3.3% | 10,251 | $354K |
| BNP Paribas Financial Markets | 0.00% | Reduce -70.3% | 10,145 | $350K |
| Equitable Trust Co. | 0.02% | No change | 9,889 | $341K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 9,637 | $333K |
| Verition Fund Management LLC | 0.00% | New | 9,615 | $332K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -5.5% | 9,602 | $332K |
| Atria Investments, Inc | 0.00% | Reduce -13.5% | 9,564 | $330K |
| HSBC Holdings PLC | 0.00% | Reduce -1.4% | 9,377 | $324K |
| Bridges Investment Management Inc. | 0.00% | No change | 8,407 | $290K |
| Paragon Private Wealth Management, LLC | 0.13% | Reduce -10.4% | 8,355 | $288K |
| Mariner, LLC | 0.00% | Reduce -14.1% | 8,247 | $285K |
| Aquatic Capital Management LLC | 0.01% | Reduce -63.3% | 8,140 | $281K |
| State of Wyoming | 0.03% | Add +150.1% | 7,867 | $272K |
| Holocene Advisors, LP | 0.00% | Reduce -87.5% | 7,653 | $264K |
| Vident Advisory, LLC | 0.00% | New | 7,531 | $260K |
| HRT Financial LP | 0.00% | Reduce -80.6% | 7,501 | $259K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,422 | $256K |
| Blair William & Co. | 0.00% | Reduce -13.1% | 7,356 | $254K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,337 | $253K |
| Quantbot Technologies LP | 0.01% | Reduce -85.4% | 7,222 | $249K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.2% | 7,200 | $249K |
| Praxis Investment Management Inc. | 0.02% | Reduce -34.0% | 7,140 | $247K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -5.5% | 7,099 | $244K |
| Truist Financial Corp. | 0.00% | Reduce -12.6% | 6,849 | $236K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +6.8% | 6,747 | $233K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 6,576 | $227K |
| Bridgewater Associates | 0.00% | Reduce -90.5% | 6,459 | $223K |
| Sherbrooke Park Advisers LLC | 0.07% | Reduce -21.1% | 6,131 | $212K |
| EMC Capital Management | 0.12% | Reduce -30.7% | 6,102 | $211K |
| Cibc World Markets Corp. | 0.00% | New | 6,035 | $208K |
| Bridgefront Capital, LLC | 0.07% | New | 5,973 | $206K |
| Vestcor Inc | 0.01% | Reduce -54.9% | 4,755 | $164K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -74.0% | 4,451 | $154K |
| Shell Asset Management Co. | 0.01% | No change | 3,487 | $120K |
| KBC Group NV | 0.00% | Add +34.8% | 3,188 | $110K |
| Osaic Holdings, Inc. | 0.00% | Add +5.8% | 3,158 | $109K |
| Globeflex Capital L P | 0.01% | No change | 3,132 | $108K |
| Huntington National Bank | 0.00% | Reduce -2.1% | 2,286 | $79K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,279 | $79K |
| Cwm, LLC | 0.00% | Add +102.8% | 2,215 | $76K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,665 | $54K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.1% | 1,555 | $54K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,467 | $51K |
| Smartleaf Asset Management LLC | 0.00% | Add +199.0% | 1,193 | $41K |
| Fifth Third Bancorp | 0.00% | Add +52.1% | 1,174 | $41K |
| Blue Trust, Inc. | 0.00% | Reduce -21.0% | 1,093 | $38K |
| Principal Securities, Inc. | 0.00% | Add +1.7% | 1,077 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Add +8.5% | 897 | $31K |
| Nisa Investment Advisors, LLC | 0.00% | Add +13.0% | 798 | $28K |
| Quadrant Capital Group LLC | 0.00% | Add +4525.0% | 740 | $26K |
| First Horizon Advisors, Inc. | 0.00% | No change | 544 | $19K |
| Jones Financial Companies LLLP | 0.00% | Add +395.9% | 486 | $17K |
| US Bancorp \de | 0.00% | Add +0.2% | 482 | $17K |
| J.Safra Asset Management Corp | 0.00% | Add +39.5% | 459 | $16K |
| Kimelman & Baird, LLC | 0.00% | No change | 401 | $14K |
| Danske Bank A/S | 0.00% | Reduce -99.0% | 400 | $14K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.5% | 382 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 377 | $13K |
| Richardson Financial Services Inc. | 0.01% | Add +44.1% | 330 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 324 | $11K |
| GAMMA Investing LLC | 0.00% | Add +73.3% | 298 | $10K |
| Allworth Financial LP | 0.00% | Reduce -36.2% | 310 | $10K |
| UMB Bank, n.a. | 0.00% | No change | 241 | $8K |
| Global Retirement Partners, LLC | 0.00% | Add +67.8% | 240 | $8K |
| Y.D. More Investments Ltd | 0.00% | No change | 222 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +36.8% | 208 | $7K |
| Solstein Capital, LLC | 0.00% | No change | 158 | $5K |
| Transce3nd, LLC | 0.00% | — | 151 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 119 | $4K |
| Bessemer Group Inc. | 0.00% | Add +268.6% | 129 | $4K |
| Assetmark, Inc. | 0.00% | No change | 114 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +24.1% | 108 | $4K |
| Arax Advisory Partners | 0.00% | No change | 95 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 87 | $3K |
| Park Square Financial Group, LLC | 0.00% | — | 86 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +183.3% | 85 | $3K |
| LRI Investments, LLC | 0.00% | No change | 82 | $3K |
| TD Capital Management LLC | 0.00% | New | 80 | $3K |
| Rothschild Investment LLC | 0.00% | Add +33.3% | 80 | $3K |
| High Note Wealth, LLC | 0.00% | New | 69 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 69 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 66 | $2K |
| LGT Financial Advisors LLC | 0.00% | No change | 63 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +40.9% | 62 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 60 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 57 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 56 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 51 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 48 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 46 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 44 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.6% | 38 | $1K |
| Signaturefd, LLC | 0.00% | No change | 35 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 31 | $1K |
| Fairman Group, LLC | 0.00% | Reduce -51.0% | 25 | $863 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 21 | $726 |
| Concord Wealth Partners | 0.00% | No change | 17 | $587 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 9 | $311 |
| Abound Wealth Management | 0.00% | No change | 6 | $208 |
| SBI Securities Co., Ltd. | 0.00% | — | 5 | $173 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5 | $168 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $139 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 3 | $104 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $69 |
| Covestor Ltd | 0.00% | Add +33.3% | 4 | $0 |
"% of holder's portfolio" is EVTC's weight in each manager's 13F, not the share of Evertec Inc. the manager owns.