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WEX (WEX) Institutional Ownership

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$173.11 +3.50 (+2.07%)
Closing price 03:59 PM Eastern
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$172.90 -0.21 (-0.12%)
As of 05:52 PM Eastern
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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)
254
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$1.69B
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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
8/15/2025 CANADA LIFE ASSURANCE Co27,459$4.04M0.0%-6.9%0.080%
8/15/2025 Tower Research Capital LLC TRC 1,409$207K0.0%-44.2%0.004%
8/15/2025 Corient Private Wealth LLC17,216$2.53M0.0%+92.4%0.050%
8/15/2025 State of Tennessee Department of Treasury14,331$2.11M0.0%-14.9%0.042%
8/15/2025 Captrust Financial Advisors4,878$717K0.0%+31.2%0.014%
8/15/2025 Vident Advisory LLC7,951$1.17M0.0%-2.2%0.023%
8/15/2025 Tidal Investments LLC4,929$724K0.0%+16.2%0.014%
8/15/2025 Snowden Capital Advisors LLC1,775$261K0.0%-12.1%0.005%
8/15/2025 Palisade Capital Management LP14,481$2.13M0.1%+76.5%0.042%
8/15/2025 Par Capital Management Inc.1,851,100$271.91M8.9%+0.0%5.403%
8/15/2025 Lazard Asset Management LLC12,043$1.77M0.0%+239.8%0.035%
8/15/2025 Holocene Advisors LP50,999$7.49M0.0%-14.2%0.149%
8/15/2025 EP Wealth Advisors LLC1,532$225K0.0%+17.0%0.004%
8/15/2025 BNP Paribas Financial Markets93,353$13.71M0.0%+1,660.4%0.272%
8/15/2025 Brevan Howard Capital Management LP20,943$3.08M0.0%+76.8%0.061%
8/15/2025 Bank of America Corp DE809,658$118.93M0.0%+10.2%2.363%
8/15/2025 Ameriprise Financial Inc.178,840$26.27M0.0%-24.4%0.522%
8/15/2025 AQR Capital Management LLC150,858$22.06M0.0%+77.1%0.440%
8/14/2025 Lighthouse Investment Partners LLC5,161$758K0.0%-68.0%0.015%
8/14/2025 California State Teachers Retirement System30,298$4.45M0.0%-20.1%0.088%
8/14/2025 Raymond James Financial Inc.87,530$12.86M0.0%+26.2%0.255%
8/14/2025 Worldquant Millennium Advisors LLC2,737$402K0.0%N/A0.008%
8/14/2025 Quantinno Capital Management LP62,611$9.20M0.0%+127.3%0.183%
8/14/2025 Alliancebernstein L.P.87,700$12.88M0.0%+22.2%0.256%
8/14/2025 Treasurer of the State of North Carolina15,858$2.33M0.0%-12.6%0.046%
8/14/2025 The Manufacturers Life Insurance Company 28,862$4.24M0.0%-20.4%0.084%
8/14/2025 Sei Investments Co.485,491$71.31M0.1%+0.8%1.417%
8/14/2025 Nebula Research & Development LLC7,633$1.12M0.1%-43.5%0.022%
8/14/2025 Ariel Investments LLC401,086$58.92M0.7%-2.7%1.171%
8/14/2025 Qube Research & Technologies Ltd12,177$1.79M0.0%-87.0%0.036%
8/14/2025 State Street Corp1,093,072$160.56M0.0%-6.3%3.191%
8/14/2025 Daiwa Securities Group Inc.5,949$874K0.0%-3.6%0.017%
8/14/2025 California Public Employees Retirement System54,891$8.06M0.0%-22.7%0.160%
8/14/2025 Cerity Partners LLC6,232$915K0.0%-37.7%0.018%
8/14/2025 Federated Hermes Inc.402,123$59.07M0.1%+6.6%1.174%
8/13/2025 Gabelli Funds LLC2,701$397K0.0%N/A0.008%
8/13/2025 Gamco Investors INC. ET AL1,843$271K0.0%N/A0.005%
8/13/2025 Jump Financial LLC1,557$229K0.0%-40.1%0.005%
8/13/2025 Amundi12,389$1.88M0.0%-11.5%0.036%
8/13/2025 Marshall Wace LLP6,600$969K0.0%-33.1%0.019%
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8/13/2025 Sunriver Management LLC340,956$50.08M5.4%+8.6%0.995%
8/13/2025 First Trust Advisors LP30,959$4.55M0.0%-5.1%0.090%
8/13/2025 EverSource Wealth Advisors LLC395$58K0.0%+4,837.5%0.001%
8/13/2025 Invesco Ltd.75,513$11.09M0.0%-6.4%0.220%
8/13/2025 Blueshift Asset Management LLC1,815$267K0.1%N/A0.005%
8/13/2025 Quantbot Technologies LP22,929$3.37M0.1%-77.9%0.067%
8/13/2025 Claret Asset Management Corp1,584$233K0.0%N/A0.005%
8/13/2025 Edgestream Partners L.P.8,568$1.26M0.0%N/A0.025%
8/13/2025 Sepio Capital LP6,798$999K0.1%+24.2%0.020%
8/13/2025 River Road Asset Management LLC797,871$117.20M1.5%+20.9%2.329%
8/13/2025 Martin & Co. Inc. TN16,576$2.44M0.4%-0.8%0.048%
8/13/2025 New York State Common Retirement Fund121,469$17.84M0.0%-2.0%0.355%
8/13/2025 Gator Capital Management LLC65,460$9.62M3.0%+2,237.0%0.191%
8/13/2025 Loomis Sayles & Co. L P168,287$24.72M0.0%+3.1%0.491%
8/13/2025 Neuberger Berman Group LLC239,137$35.13M0.0%-13.7%0.698%
8/13/2025 Norges Bank291,453$42.81M0.0%N/A0.851%
8/13/2025 Quadrature Capital Ltd6,307$926K0.0%N/A0.018%
8/13/2025 Hsbc Holdings PLC5,780$845K0.0%-99.1%0.017%
8/13/2025 State Board of Administration of Florida Retirement System35,083$5.15M0.0%+0.3%0.102%
8/13/2025 Choreo LLC2,799$411K0.0%N/A0.008%
8/13/2025 Russell Investments Group Ltd.23,660$3.48M0.0%+22.7%0.069%
8/12/2025 Boston Partners1,269,136$187.10M0.2%N/A3.704%
8/12/2025 Ameritas Investment Partners Inc.13,649$2.00M0.1%-1.6%0.040%
8/12/2025Jefferies Financial Group Inc.5,652$830K0.0%N/A0.016%
8/12/2025 Prudential Financial Inc.3,910$574K0.0%+16.9%0.011%
8/12/2025 American Century Companies Inc.3,205$471K0.0%+1.9%0.009%
8/12/2025 Rhumbline Advisers107,403$15.78M0.0%-6.6%0.313%
8/12/2025 Legal & General Group Plc55,675$8.18M0.0%-17.3%0.163%
8/12/2025 JPMorgan Chase & Co.1,085,795$159.49M0.0%+1.7%3.169%
8/12/2025 Handelsbanken Fonder AB7,944$1.17M0.0%-23.2%0.023%
8/12/2025 Dynamic Technology Lab Private Ltd1,682$247K0.0%N/A0.005%
8/12/2025 Ensign Peak Advisors Inc10,047$1.48M0.0%-26.1%0.029%
8/11/2025 Primecap Management Co. CA241,660$35.50M0.0%-20.3%0.705%
8/11/2025 Factorial Partners LLC21,000$3.09M2.2%-14.6%0.061%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH6,254$919K0.0%+84.3%0.018%
8/8/2025 Intech Investment Management LLC3,612$531K0.0%+99.7%0.011%
8/8/2025 Cetera Investment Advisers5,203$764K0.0%+27.1%0.015%
8/8/2025 Creative Planning3,097$455K0.0%-96.4%0.009%
8/8/2025 SG Americas Securities LLC2,820$414K0.0%+58.8%0.008%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,799$1.29M0.0%+5.4%0.026%
8/8/2025 Police & Firemen s Retirement System of New Jersey12,966$1.91M0.0%-10.9%0.038%
8/8/2025 Geode Capital Management LLC613,283$90.10M0.0%-5.8%1.790%
8/8/2025 PNC Financial Services Group Inc.11,236$1.65M0.0%+23.2%0.033%
8/8/2025 KBC Group NV1,046$154K0.0%-41.5%0.003%
8/7/2025 Boston Partners1,268,305$186.98M0.2%N/A3.702%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.2,304$338K0.0%N/A0.007%
8/7/2025 Parkside Financial Bank & Trust458$67K0.0%+494.8%0.001%
8/6/2025 Summit Investment Advisors Inc.13,873$2.18M1.8%-7.3%0.040%
8/6/2025 Fox Run Management L.L.C.7,237$1.06M0.2%N/A0.021%
8/6/2025 Penserra Capital Management LLC51,550$7.57M0.1%-13.8%0.150%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.tc pixel

Learn these 4 simple steps and protect your savings before it’s too late.
8/6/2025 BNP PARIBAS ASSET MANAGEMENT Holding S.A.371$54K0.0%N/A0.001%
8/5/2025 Bank of New York Mellon Corp292,628$42.98M0.0%-1.1%0.854%
8/5/2025 Bank of Montreal Can24,244$3.56M0.0%-95.2%0.071%
8/5/2025 State of Michigan Retirement System8,275$1.22M0.0%-1.2%0.024%
8/5/2025 Cambiar Investors LLC52,406$7.70M0.3%+2.4%0.153%
8/5/2025 GHP Investment Advisors Inc.8,411$1.24M0.1%-12.2%0.025%
8/4/2025 Amalgamated Bank15,680$2.30M0.0%-5.4%0.046%
8/4/2025 Atria Investments Inc6,275$922K0.0%+13.8%0.018%
8/4/2025 Retirement Systems of Alabama68,755$10.10M0.0%-1.2%0.201%
8/4/2025 Lightrock Netherlands B.V.36,600$5.38M1.2%+205.0%0.107%
(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), Vanguard Group Inc. ($508.82M), Morgan Stanley ($350.19M), Par Capital Management Inc. ($271.91M), FMR LLC ($206.02M), Boston Partners ($187.10M), and State Street Corp ($160.56M).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 368 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: Boston Partners ($2.54M), Norges Bank ($1.21M), JPMorgan Chase & Co. ($1.12M), Hsbc Holdings PLC ($664.71K), Millennium Management LLC ($357.84K), Jane Street Group LLC ($337.12K), and Kodai Capital Management LP ($313.68K).

How much institutional buying is happening at WEX?

Institutional investors have bought a total of 10,642,139 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

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

Of the 212 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), Hsbc Holdings PLC ($632.78K), Vanguard Group Inc. ($606.81K), Bank of Montreal Can ($482.44K), and FMR LLC ($380.39K).

How much institutional selling is happening at WEX?

Institutional investors have sold a total of 10,083,944 shares in the last 24 months. This volume of shares sold represents approximately $1.69B in transactions.


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This page (NYSE:WEX) was last updated on 8/22/2025 by MarketBeat.com Staff
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