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WEX (WEX) Institutional Ownership

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$166.56 -3.12 (-1.84%)
Closing price 08/1/2025 03:59 PM Eastern
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$165.71 -0.85 (-0.51%)
As of 08/1/2025 06:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for WEX (NYSE:WEX)

Current
Institutional Ownership
Percentage
97.47%
Number of
Institutional Buyers
(last 12 months)
248
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
206
Total
Institutional Outflows
(last 12 months)
$1.46B
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WEX Institutional Buying and Selling by Quarter

WEX Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Clark Asset Management LLC3,265$480K0.1%N/A0.010%
8/1/2025Logan Capital Management Inc.7,972$1.17M0.1%-12.4%0.023%
8/1/2025IQ EQ FUND MANAGEMENT IRELAND Ltd2,698$396K0.0%-15.9%0.008%
8/1/2025Teacher Retirement System of Texas4,940$726K0.0%-15.8%0.014%
8/1/2025Bessemer Group Inc.4,248$624K0.0%+44.9%0.012%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd30,275$4.45M0.1%-0.6%0.088%
8/1/2025Envestnet Asset Management Inc.68,716$10.09M0.0%+16.4%0.201%
7/31/2025 Oppenheimer Asset Management Inc.14,903$2.19M0.0%-2.4%0.043%
7/31/2025 State of New Jersey Common Pension Fund D13,720$2.02M0.0%-8.0%0.040%
7/31/2025 AlphaQuest LLC1,121$165K0.0%-79.3%0.003%
7/30/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA768,238$112.85M1.0%-3.2%2.243%
7/30/2025 Aurora Investment Counsel6,900$1.01M0.5%-7.2%0.020%
7/29/2025 Stephens Inc. AR10,022$1.47M0.0%-9.8%0.029%
7/29/2025 Beverly Hills Private Wealth LLC1,616$237K0.0%-88.8%0.005%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al6,719$987K0.0%N/A0.020%
7/29/2025 Mutual of America Capital Management LLC17,031$2.50M0.0%-5.0%0.050%
7/29/2025 William Blair Investment Management LLC3,222$473K0.0%+28.2%0.009%
7/29/2025 Empirical Asset Management LLC4,154$610K0.2%+33.7%0.012%
7/28/2025 New York State Teachers Retirement System47,563$6.99M0.0%-2.5%0.139%
7/28/2025 Deroy & Devereaux Private Investment Counsel Inc.14,898$2.19M0.1%N/A0.044%
7/25/2025 Verdence Capital Advisors LLC35,442$5.21M0.4%+14.9%0.104%
7/25/2025 Yousif Capital Management LLC11,533$1.69M0.0%-15.3%0.034%
7/25/2025 CWM LLC3,341$491K0.0%+5.6%0.010%
7/25/2025 Johnson Investment Counsel Inc.9,545$1.40M0.0%-29.1%0.028%
7/24/2025 Inspire Investing LLC3,244$477K0.1%+25.3%0.009%
7/24/2025 Blue Trust Inc.2,563$376K0.0%+5.9%0.007%
7/24/2025 Blair William & Co. IL24,426$3.59M0.0%-58.5%0.071%
7/23/2025 KLP Kapitalforvaltning AS6,800$999K0.0%+6.3%0.020%
7/21/2025 Hilltop National Bank644$95K0.0%N/A0.002%
7/18/2025 B.O.S.S. Retirement Advisors LLC2,140$314K0.1%N/A0.006%
7/18/2025 Truist Financial Corp2,725$400K0.0%+8.7%0.008%
7/16/2025 State of Alaska Department of Revenue3,856$566K0.0%-15.8%0.011%
7/16/2025 Cadent Capital Advisors LLC2,026$298K0.1%+11.4%0.006%
7/15/2025 Public Employees Retirement System of Ohio10,991$1.61M0.0%-12.8%0.032%
7/15/2025 Fifth Third Bancorp7,209$1.06M0.0%-3.5%0.021%
7/14/2025 GAMMA Investing LLC920$135K0.0%+109.1%0.003%
7/11/2025 UMB Bank n.a.376$55K0.0%+22.1%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC4,891$740K0.0%-38.7%0.014%
7/10/2025 Bath Savings Trust Co6,154$904K0.1%-51.9%0.018%
7/9/2025 Radnor Capital Management LLC8,840$1.30M0.2%+58.6%0.026%
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7/9/2025 Harbor Capital Advisors Inc.33,948$4.99M0.2%-1.8%0.099%
7/9/2025 Lifestyle Asset Management Inc.7,739$1.14M0.5%+47.2%0.023%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.214$31K0.0%+282.1%0.001%
6/3/2025 Inspire Investing LLC2,588$406K0.0%+3.5%0.008%
5/20/2025Focus Partners Wealth3,735$586K0.0%-22.9%0.011%
5/19/2025Jane Street Group LLC210,707$33.09M0.0%+399.9%0.615%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC190,171$29.86M0.0%-2.0%0.555%
5/19/2025Optimize Financial Inc2,479$389K0.1%N/A0.007%
5/16/2025Empowered Funds LLC2,508$394K0.0%N/A0.007%
5/16/2025United Services Automobile Association2,585$400K0.0%N/A0.008%
5/16/2025Goldman Sachs Group Inc.350,892$55.10M0.0%+158.3%1.025%
5/16/2025Petrus Trust Company LTA2,844$447K0.0%N/A0.008%
5/16/2025NewEdge Advisors LLC203$32K0.0%-44.7%0.001%
5/16/2025Millennium Management LLC412,665$64.80M0.0%+652.7%1.205%
5/16/2025Invenomic Capital Management LP60,624$9.52M0.5%-36.3%0.177%
5/16/2025Gotham Asset Management LLC75,010$11.78M0.1%-28.5%0.219%
5/16/2025Hawk Ridge Capital Management LP39,867$6.26M0.3%N/A0.116%
5/16/2025EJF Capital LLC9,300$1.46M0.9%N/A0.027%
5/16/2025Cove Street Capital LLC10,968$1.72M2.7%N/A0.032%
5/16/2025AQR Capital Management LLC85,201$13.18M0.0%-43.6%0.249%
5/16/2025Ariel Investments LLC412,247$64.73M0.8%+29.5%1.204%
5/16/2025Amundi13,999$2.20M0.0%-7.9%0.041%
5/15/2025Flputnam Investment Management Co.3,543$556K0.0%-12.3%0.010%
5/15/2025Cubist Systematic Strategies LLC2,099$330K0.0%-205.0%0.006%
5/15/2025Royal Bank of Canada21,967$3.45M0.0%-15.0%0.064%
5/15/2025Retirement Planning Co of New England Inc.2,657$417K0.2%+32.7%0.008%
5/15/2025Quarry LP278$44K0.0%N/A0.001%
5/15/2025DRW Securities LLC1,523$239K0.0%N/A0.004%
5/15/2025Vident Advisory LLC8,130$1.28M0.0%-4.3%0.024%
5/15/2025Kodai Capital Management LP57,958$9.10M0.4%N/A0.169%
5/15/2025State of Wyoming678$106K0.0%+235.6%0.002%
5/15/2025Earnest Partners LLC895,406$140.60M0.7%+2.6%2.615%
5/14/2025Truvestments Capital LLC453$71K0.0%-73.1%0.001%
5/14/2025Ieq Capital LLC3,214$505K0.0%-78.1%0.009%
5/14/2025Keeley Teton Advisors LLC2,585$406K0.0%-24.3%0.008%
5/14/2025Jane Street Group LLC210,707$33.09M0.0%+399.9%0.615%
5/14/2025Corebridge Financial Inc.38,635$6.07M0.0%-14.3%0.113%
5/14/2025Comerica Bank21,128$3.32M0.0%+38.0%0.062%
5/14/2025Sunriver Management LLC314,069$49.32M6.1%+75.9%0.917%
5/14/2025MetLife Investment Management LLC19,632$3.08M0.0%-13.1%0.057%
5/14/2025Jump Financial LLC2,600$408K0.0%N/A0.008%
5/14/2025Hotchkis & Wiley Capital Management LLC381,767$59.95M0.2%+79.5%1.115%
5/14/2025SVB Wealth LLC309$49K0.0%N/A0.001%
5/14/2025Northwestern Mutual Wealth Management Co.353$55K0.0%-34.9%0.001%
5/14/2025 AlphaQuest LLC5,404$849K0.1%+711.4%0.016%
5/14/2025Ameriprise Financial Inc.236,626$37.16M0.0%-11.2%0.691%
5/14/2025EntryPoint Capital LLC1,703$267K0.1%-58.5%0.005%
5/14/2025Hsbc Holdings PLC638,563$99.07M0.1%+20,412.8%1.865%
5/14/2025Quantbot Technologies LP103,926$16.32M0.5%+678.9%0.303%
5/14/2025Wellington Management Group LLP539,460$84.71M0.0%-34.9%1.575%
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5/13/2025Northern Trust Corp332,733$52.25M0.0%-7.2%0.972%
5/13/2025Brooklyn Investment Group422$66K0.0%+50.7%0.001%
5/13/2025Foyston Gordon & Payne Inc21,228$3.33M0.8%+8.0%0.062%
5/13/2025Algert Global LLC39,682$6.23M0.2%+58.7%0.116%
5/13/2025Roubaix Capital LLC19,902$3.13M1.6%-34.5%0.058%
5/13/2025Cambiar Investors LLC51,156$8.03M0.3%-10.6%0.149%
5/13/2025Raymond James Financial Inc.69,379$10.89M0.0%-2.3%0.203%
5/13/2025 State of New Jersey Common Pension Fund D14,918$2.34M0.0%+1.6%0.044%
5/13/2025American Century Companies Inc.3,145$494K0.0%+10.8%0.009%
5/13/2025Brandywine Global Investment Management LLC30,569$4.80M0.0%+25.1%0.089%
(Data available from 1/1/2016 forward)

WEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEX shares?

During the previous two years, 477 institutional investors and hedge funds held shares of WEX. The most heavily invested institutionals were Janus Henderson Group PLC ($710.47M), BlackRock Inc. ($698.98M), Vanguard Group Inc. ($508.82M), Par Capital Management Inc. ($359.92M), Morgan Stanley ($350.19M), State Street Corp ($260.27M), and FMR LLC ($206.02M).Learn more on WEX's institutional investors.

What percentage of WEX's stock is owned by institutional investors?

97.47% of WEX's stock is owned by institutional investors. Learn more on WEX's institutional investor holdings.

Which institutional investors have been buying WEX's stock?

Of the 365 institutional investors that purchased WEX's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1.10M), Norges Bank ($920.66K), Hsbc Holdings PLC ($690.61K), Millennium Management LLC ($357.84K), Jane Street Group LLC ($337.12K), Kodai Capital Management LP ($313.68K), and Ariel Investments LLC ($262.81K).

How much institutional buying is happening at WEX?

Institutional investors have bought a total of 7,520,226 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

Which of WEX's major shareholders have been selling company stock?

Of the 205 institutional investors that sold WEX's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($2.17M), JPMorgan Chase & Co. ($1.03M), Bessemer Group Inc. ($783.04K), Vanguard Group Inc. ($606.81K), FMR LLC ($380.39K), Focus Partners Wealth ($328.93K), and Brown Advisory Inc. ($235.99K).

How much institutional selling is happening at WEX?

Institutional investors have sold a total of 8,533,905 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.


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This page (NYSE:WEX) was last updated on 8/2/2025 by MarketBeat.com Staff
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