| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.0M | $110.0M | +0.1% | 6.428% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | $76.8M | -3.2% | 4.488% | 0.00% |
| 6 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.7M | $75.4M | -11.3% | 4.404% | 0.23% |
| 7 | STATE STREET CORP | 2.6M | $72.4M | +4.1% | 4.227% | 0.00% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.1M | $57.2M | +12.2% | 3.342% | 0.16% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $43.6M | +2.0% | 2.547% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $39.6M | -8.9% | 2.315% | 0.01% |
| 11 | HEARTLAND ADVISORS INC | 840K | $23.3M | +236.2% | 1.364% | 1.04% |
| 12 | AMERIPRISE FINANCIAL INC | 831K | $23.1M | +43.5% | 1.348% | 0.00% |
| 13 | NORTH STAR ASSET MANAGEMENT INC | 810K | $22.5M | +0.5% | 1.314% | 0.88% |
| 14 | NORTHERN TRUST CORP | 794K | $22.1M | +1.3% | 1.288% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 758K | $21.1M | -2.9% | 1.230% | 0.00% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 708K | $19.7M | +338.3% | 1.149% | 0.01% |
| 17 | LONE PEAK GLOBAL INVESTORS LLC | 585K | $16.2M | +5.9% | 0.949% | 2.24% |
| 18 | Clark Capital Management Group, Inc. | 562K | $15.6M | -5.7% | 0.913% | 0.09% |
| 19 | PANAGORA ASSET MANAGEMENT INC | 473K | $13.1M | +35.8% | 0.767% | 0.04% |
| 20 | Boston Partners | 465K | $13.0M | -3.1% | 0.754% | 0.01% |
| 21 | MORGAN STANLEY | 463K | $12.9M | -28.2% | 0.751% | 0.00% |
| 22 | Bank of New York Mellon Corp | 457K | $12.7M | -0.1% | 0.742% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 444K | $12.3M | -0.4% | 0.721% | 0.00% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 426K | $11.8M | -0.4% | 0.691% | 0.01% |
| 25 | MILLENNIUM MANAGEMENT LLC | 409K | $11.4M | -32.2% | 0.664% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EVTC — a direct measure of their conviction.
| 98.45% |
| 1.47 pp |
| $2.19B |
| +4.1% |
| Q4 2024 | 244 | +0.0% | 99.92% | 0.45 pp | $2.11B | +3.2% |
| Q3 2024 | 244 | — | 100.37% | — | $2.04B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
EVTC institutional ownership fell by 1.97 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 68.0% of all reported 13F value in EVTC, and the top 25 account for 83.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
EVERTEC, Inc. (EVTC) Institutional Ownership