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WEX (WEX) Institutional Ownership

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$159.25 +1.86 (+1.18%)
Closing price 03:59 PM Eastern
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$159.18 -0.07 (-0.04%)
As of 06:10 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)
253
Total
Institutional Inflows
(last 12 months)
$1.74B
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
10/6/2025 Steph & Co.221$35K0.0%N/A0.001%
10/2/2025 GAMMA Investing LLC1,041$164K0.0%+13.2%0.003%
9/26/2025Corient Private Wealth LLC8,509$1.25M0.0%-4.9%0.025%
9/24/2025Texas Permanent School Fund Corp20,364$2.99M0.0%-13.3%0.059%
9/4/2025Osaic Holdings Inc.636$94K0.0%+44.5%0.002%
8/26/2025Thrivent Financial for Lutherans8,063$1.18M0.0%-1.5%0.024%
8/25/2025Neuberger Berman Group LLC239,137$35.13M0.0%-13.7%0.698%
8/15/2025CANADA LIFE ASSURANCE Co27,459$4.04M0.0%-6.9%0.080%
8/15/2025Tower Research Capital LLC TRC 1,409$207K0.0%-44.2%0.004%
8/15/2025Corient Private Wealth LLC17,216$2.53M0.0%+92.4%0.050%
8/15/2025State of Tennessee Department of Treasury14,331$2.11M0.0%-14.9%0.042%
8/15/2025Captrust Financial Advisors4,878$717K0.0%+31.2%0.014%
8/15/2025Vident Advisory LLC7,951$1.17M0.0%-2.2%0.023%
8/15/2025Tidal Investments LLC4,929$724K0.0%+16.2%0.014%
8/15/2025Snowden Capital Advisors LLC1,775$261K0.0%-12.1%0.005%
8/15/2025Palisade Capital Management LP14,481$2.13M0.1%+76.5%0.042%
8/15/2025Par Capital Management Inc.1,851,100$271.91M8.9%+0.0%5.403%
8/15/2025Lazard Asset Management LLC12,043$1.77M0.0%+239.8%0.035%
8/15/2025Holocene Advisors LP50,999$7.49M0.0%-14.2%0.149%
8/15/2025EP Wealth Advisors LLC1,532$225K0.0%+17.0%0.004%
8/15/2025BNP Paribas Financial Markets93,353$13.71M0.0%+1,660.4%0.272%
8/15/2025Brevan Howard Capital Management LP20,943$3.08M0.0%+76.8%0.061%
8/15/2025Bank of America Corp DE809,658$118.93M0.0%+10.2%2.363%
8/15/2025Ameriprise Financial Inc.178,840$26.27M0.0%-24.4%0.522%
8/15/2025AQR Capital Management LLC150,858$22.06M0.0%+77.1%0.440%
8/14/2025Lighthouse Investment Partners LLC5,161$758K0.0%-68.0%0.015%
8/14/2025California State Teachers Retirement System30,298$4.45M0.0%-20.1%0.088%
8/14/2025Raymond James Financial Inc.87,530$12.86M0.0%+26.2%0.255%
8/14/2025Worldquant Millennium Advisors LLC2,737$402K0.0%N/A0.008%
8/14/2025Quantinno Capital Management LP62,611$9.20M0.0%+127.3%0.183%
8/14/2025Alliancebernstein L.P.87,700$12.88M0.0%+22.2%0.256%
8/14/2025Treasurer of the State of North Carolina15,858$2.33M0.0%-12.6%0.046%
8/14/2025The Manufacturers Life Insurance Company 28,862$4.24M0.0%-20.4%0.084%
8/14/2025Sei Investments Co.485,491$71.31M0.1%+0.8%1.417%
8/14/2025Nebula Research & Development LLC7,633$1.12M0.1%-43.5%0.022%
8/14/2025Ariel Investments LLC401,086$58.92M0.7%-2.7%1.171%
8/14/2025Qube Research & Technologies Ltd12,177$1.79M0.0%-87.0%0.036%
8/14/2025State Street Corp1,093,072$160.56M0.0%-6.3%3.191%
8/14/2025Daiwa Securities Group Inc.5,949$874K0.0%-3.6%0.017%
8/14/2025California Public Employees Retirement System54,891$8.06M0.0%-22.7%0.160%
8/14/2025Cerity Partners LLC6,232$915K0.0%-37.7%0.018%
8/14/2025Federated Hermes Inc.402,123$59.07M0.1%+6.6%1.174%
8/13/2025Gabelli Funds LLC2,701$397K0.0%N/A0.008%
8/13/2025Gamco Investors INC. ET AL1,843$271K0.0%N/A0.005%
8/13/2025Jump Financial LLC1,557$229K0.0%-40.1%0.005%
8/13/2025Amundi12,389$1.88M0.0%-11.5%0.036%
8/13/2025Marshall Wace LLP6,600$969K0.0%-33.1%0.019%
8/13/2025Sunriver Management LLC340,956$50.08M5.4%+8.6%0.995%
8/13/2025First Trust Advisors LP30,959$4.55M0.0%-5.1%0.090%
8/13/2025EverSource Wealth Advisors LLC395$58K0.0%+4,837.5%0.001%
8/13/2025Invesco Ltd.75,513$11.09M0.0%-6.4%0.220%
8/13/2025Blueshift Asset Management LLC1,815$267K0.1%N/A0.005%
8/13/2025Quantbot Technologies LP22,929$3.37M0.1%-77.9%0.067%
8/13/2025Claret Asset Management Corp1,584$233K0.0%N/A0.005%
8/13/2025Edgestream Partners L.P.8,568$1.26M0.0%N/A0.025%
8/13/2025Sepio Capital LP6,798$999K0.1%+24.2%0.020%
8/13/2025River Road Asset Management LLC797,871$117.20M1.5%+20.9%2.329%
8/13/2025Martin & Co. Inc. TN16,576$2.44M0.4%-0.8%0.048%
8/13/2025New York State Common Retirement Fund121,469$17.84M0.0%-2.0%0.355%
8/13/2025Gator Capital Management LLC65,460$9.62M3.0%+2,237.0%0.191%
8/13/2025Loomis Sayles & Co. L P168,287$24.72M0.0%+3.1%0.491%
8/13/2025Neuberger Berman Group LLC239,137$35.13M0.0%-13.7%0.698%
8/13/2025Norges Bank291,453$42.81M0.0%N/A0.851%
8/13/2025Quadrature Capital Ltd6,307$926K0.0%N/A0.018%
8/13/2025Hsbc Holdings PLC5,780$845K0.0%-99.1%0.017%
8/13/2025State Board of Administration of Florida Retirement System35,083$5.15M0.0%+0.3%0.102%
8/13/2025Choreo LLC2,799$411K0.0%N/A0.008%
8/13/2025Russell Investments Group Ltd.23,660$3.48M0.0%+22.7%0.069%
8/12/2025Boston Partners1,269,136$187.10M0.2%N/A3.704%
8/12/2025Ameritas 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%
8/12/2025Prudential Financial Inc.3,910$574K0.0%+16.9%0.011%
8/12/2025American Century Companies Inc.3,205$471K0.0%+1.9%0.009%
8/12/2025Rhumbline Advisers107,403$15.78M0.0%-6.6%0.313%
8/12/2025Legal & General Group Plc55,675$8.18M0.0%-17.3%0.163%
8/12/2025JPMorgan Chase & Co.1,085,795$159.49M0.0%+1.7%3.169%
8/12/2025Handelsbanken Fonder AB7,944$1.17M0.0%-23.2%0.023%
8/12/2025Dynamic Technology Lab Private Ltd1,682$247K0.0%N/A0.005%
8/12/2025Ensign Peak Advisors Inc10,047$1.48M0.0%-26.1%0.029%
8/11/2025Primecap Management Co. CA241,660$35.50M0.0%-20.3%0.705%
8/11/2025Factorial Partners LLC21,000$3.09M2.2%-14.6%0.061%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH6,254$919K0.0%+84.3%0.018%
8/8/2025Intech Investment Management LLC3,612$531K0.0%+99.7%0.011%
8/8/2025Cetera Investment Advisers5,203$764K0.0%+27.1%0.015%
8/8/2025Creative Planning3,097$455K0.0%-96.4%0.009%
8/8/2025SG Americas Securities LLC2,820$414K0.0%+58.8%0.008%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,799$1.29M0.0%+5.4%0.026%
8/8/2025Police & Firemen s Retirement System of New Jersey12,966$1.91M0.0%-10.9%0.038%
8/8/2025Geode Capital Management LLC613,283$90.10M0.0%-5.8%1.790%
8/8/2025PNC Financial Services Group Inc.11,236$1.65M0.0%+23.2%0.033%
8/8/2025KBC Group NV1,046$154K0.0%-41.5%0.003%
8/7/2025Boston Partners1,268,305$186.98M0.2%N/A3.702%
8/7/2025Connor Clark & Lunn Investment Management Ltd.2,304$338K0.0%N/A0.007%
8/7/2025Parkside Financial Bank & Trust458$67K0.0%+494.8%0.001%
8/6/2025Summit Investment Advisors Inc.13,873$2.18M1.8%-7.3%0.040%
8/6/2025Fox Run Management L.L.C.7,237$1.06M0.2%N/A0.021%
8/6/2025Penserra Capital Management LLC51,550$7.57M0.1%-13.8%0.150%
8/6/2025BNP PARIBAS ASSET MANAGEMENT Holding S.A.371$54K0.0%N/A0.001%
8/5/2025Bank of New York Mellon Corp292,628$42.98M0.0%-1.1%0.854%
8/5/2025Bank of Montreal Can24,244$3.56M0.0%-95.2%0.071%
(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, 478 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 369 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 10,584,052 shares in the last 24 months. This purchase volume represents approximately $1.74B 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 10,112,025 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 10/8/2025 by MarketBeat.com Staff
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