EVERTEC, Inc. — Institutional Ownership

Which tracked institutions hold EVTC, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

29
Funds holding
$465744119
Total value held
Buying
17 added/new · 11 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $254513276 9161745 -137822 -1.48%
2 State Street Corp $72352113 2604668 +102313 +4.09%
3 Ameriprise Financial Inc $23074623 830620 +830620 NEW BUY
4 Northern Trust Corp $22051626 793795 +10296 +1.31%
5 Morgan Stanley $12857578 462835 -182148 -28.24%
6 Bank Of New York Mellon Corp $12699719 457153 -275 -0.06%
7 Principal Financial Group Inc $11833280 425964 -1596 -0.37%
8 Wells Fargo & Company/Mn $11232649 404343 +20309 +5.29%
9 Bank Of America Corp /De/ $7834960 282036 -27591 -8.91%
10 Jpmorgan Chase & Co $7159715 256887 +21979 +9.36%
11 Goldman Sachs Group Inc $4854499 174748 -157640 -47.43%
12 Invesco Ltd. $4378073 157598 +157598 NEW BUY
13 Prudential Financial Inc $3670099 132113 +48771 +58.52%
14 Ubs Group Ag $3632846 130772 +130772 NEW BUY
15 Stifel Financial Corp $3429500 123452 +123452 NEW BUY
16 Raymond James Financial Inc $2597653 93508 +52849 +129.98%
17 Sei Investments Co $2198081 79128 +15656 +24.67%
18 Citigroup Inc $1065891 38369 -27983 -42.17%
19 Allstate Corp $1029471 37058 +37058 NEW BUY
20 Royal Bank Of Canada $909000 32766 -2058 -5.91%
21 Janus Henderson Group Plc $770288 27262 +27262 NEW BUY
22 Fifth Third Bancorp $443720 15973 -1220 -7.10%
23 Pnc Financial Services Group, Inc. $430220 15487 -881 -5.38%
24 Truist Financial Corp $409116 14727 +917 +6.64%
25 Barclays Plc $290774 10467 -45358 -81.25%
26 First Horizon Corp $17835 642 +642 NEW BUY
27 Us Bancorp \De\ $6306 227 Held
28 Amalgamated Financial Corp. $1207 29483 +29483 NEW BUY
29 Cullen/Frost Bankers, Inc. $1 0 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.