WEX (WEX) Institutional Ownership

$147.82 -0.39 (-0.26%)

Closing price 03:59 PM Eastern

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$147.57 -0.24 (-0.16%)

As of 07:05 PM Eastern

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Current Institutional Ownership Percentage: 97.47%
Number of Institutional Buyers (last 12 months): 261
Total Institutional Inflows (last 12 months): $1.40B

Number of Institutional Sellers (last 12 months): 170
Total Institutional Outflows (last 12 months): $944.15M

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WEX Institutional Buying and Selling by Quarter

WEX Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	1,583	$242K	0.0%	+679.8%	0.005%
5/21/2026	Essential Partners LLC	1,451	$222K	0.1%	+20.5%	0.004%
5/20/2026	Arete Wealth Advisors LLC	22,875	$3.50M	0.2%	N/A	0.066%
5/19/2026	Turtle Creek Asset Management Inc.	669,335	$102.44M	3.8%	+58.5%	1.931%
5/19/2026	Bank of America Corp DE	823,681	$126.06M	0.0%	+13.6%	2.376%
5/19/2026	Intrinsic Edge Capital Management LLC	20,000	$3.06M	0.5%	N/A	0.058%
5/19/2026	Janus Henderson Group PLC	3,916,073	$599.31M	0.3%	+1.1%	11.295%
5/19/2026	Bull Harbor Capital LLC	2,977	$456K	0.1%	N/A	0.009%
5/19/2026	Arete Wealth Advisors LLC	22,875	$3.50M	0.2%	N/A	0.066%
5/18/2026	Amundi	16,172	$2.48M	0.0%	+10.4%	0.047%
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5/18/2026	EverSource Wealth Advisors LLC	1,502	$230K	0.0%	+38.2%	0.004%
5/18/2026	California State Teachers Retirement System	38,221	$5.85M	0.0%	+23.6%	0.110%
5/18/2026	Royal Bank of Canada	15,107	$2.31M	0.0%	-56.6%	0.044%
5/18/2026	Rhino Investment Partners Inc	61,205	$9.37M	2.6%	+45.7%	0.177%
5/18/2026	Empowered Funds LLC	2,598	$398K	0.0%	+76.6%	0.007%
5/16/2026	The Manufacturers Life Insurance Company	26,216	$4.01M	0.0%	-3.5%	0.076%
5/16/2026	Hawk Ridge Capital Management LP	163,471	$25.02M	0.9%	-64.0%	0.472%
5/16/2026	Quantinno Capital Management LP	212,873	$32.58M	0.1%	+111.8%	0.614%
5/16/2026	Lazard Asset Management LLC	19,057	$2.92M	0.0%	+45.5%	0.055%
5/15/2026	Rice Hall James & Associates LLC	180,314	$27.60M	1.5%	+3.5%	0.520%
5/15/2026	Waverly Advisors LLC	1,948	$298K	0.0%	N/A	0.006%
5/15/2026	Entropy Technologies LP	6,654	$1.02M	0.0%	+11.0%	0.019%
5/15/2026	Sunriver Management LLC	203,694	$31.17M	5.3%	-38.1%	0.588%
5/14/2026	Renaissance Technologies LLC	1,900	$291K	0.0%	N/A	0.005%
5/14/2026	Gabelli Funds LLC	2,027	$310K	0.0%	-25.0%	0.006%
5/14/2026	Public Employees Retirement System of Ohio	19,579	$3.00M	0.0%	+17.1%	0.056%
5/14/2026	Compound Planning Inc.	1,504	$230K	0.0%	N/A	0.004%
5/14/2026	Inceptionr LLC	1,374	$210K	0.1%	N/A	0.004%
5/14/2026	Bank of Nova Scotia	4,200	$643K	0.0%	N/A	0.012%
5/14/2026	Sei Investments Co.	597,600	$91.46M	0.1%	+8.7%	1.724%
5/14/2026	Lido Advisors LLC	1,319	$202K	0.0%	N/A	0.004%
5/14/2026	State of Wyoming	2,364	$362K	0.0%	-56.4%	0.007%
5/13/2026	Cetera Investment Advisers	4,379	$670K	0.0%	-30.7%	0.013%
5/13/2026	First Trust Advisors LP	52,395	$8.02M	0.0%	+31.5%	0.151%
5/8/2026	PNC Financial Services Group Inc.	11,270	$1.73M	0.0%	-2.3%	0.033%
5/8/2026	Long Road Investment Counsel LLC	28,034	$4.29M	1.7%	+2.2%	0.081%
5/7/2026	Dimensional Fund Advisors LP	686,135	$105.01M	0.0%	-0.2%	1.979%
5/7/2026	Swiss National Bank	64,426	$9.86M	0.0%	+0.3%	0.186%
5/6/2026	Aurora Investment Counsel	4,511	$690K	0.4%	-8.4%	0.013%
5/6/2026	California Public Employees Retirement System	76,604	$11.72M	0.0%	+16.3%	0.221%
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5/6/2026	Watershed Asset Management L.L.C.	2,967	$454K	0.5%	N/A	0.009%
5/6/2026	Kera Capital Partners Inc.	2,615	$400K	0.0%	+46.2%	0.008%
5/6/2026	Lightrock Netherlands B.V.	60,000	$9.18M	0.9%	-4.0%	0.173%
5/5/2026	Bank of New York Mellon Corp	232,682	$35.61M	0.0%	+0.5%	0.671%
5/5/2026	Illinois Municipal Retirement Fund	21,330	$3.26M	0.0%	+12.8%	0.062%
5/5/2026	Sanctuary Advisors LLC	5,019	$768K	0.0%	-15.6%	0.014%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	1,465	$224K	0.0%	N/A	0.004%
5/4/2026	State of Michigan Retirement System	8,275	$1.27M	0.0%	+2.5%	0.024%
5/4/2026	Principal Financial Group Inc.	76,507	$11.71M	0.0%	+3.7%	0.221%
5/4/2026	Chicago Partners Investment Group LLC	4,831	$739K	0.0%	+93.6%	0.014%
5/1/2026	Fifth Third Bancorp	28,746	$4.40M	0.0%	+387.1%	0.083%
4/30/2026	Equitable Trust Co.	1,845	$282K	0.0%	-6.9%	0.005%
4/30/2026	Isthmus Partners LLC	2,549	$390K	0.0%	+22.7%	0.007%
4/30/2026	Oregon Public Employees Retirement Fund	6,979	$1.07M	0.0%	+2.5%	0.020%
4/30/2026	Quantum Portfolio Management LLC	3,643	$558K	0.0%	-4.9%	0.011%
4/28/2026	Stephens Inc. AR	2,859	$438K	0.0%	-12.3%	0.008%
4/28/2026	QRG Capital Management Inc.	1,315	$201K	0.0%	N/A	0.004%
4/27/2026	HB Wealth Management LLC	1,871	$286K	0.0%	N/A	0.005%
4/27/2026	New York State Teachers Retirement System	45,568	$6.97M	0.0%	-2.6%	0.131%
4/24/2026	Root Financial Partners LLC	355	$54K	0.0%	+255.0%	0.001%
4/23/2026	Inspire Investing LLC	4,142	$634K	0.1%	+8.4%	0.012%
4/22/2026	Janney Montgomery Scott LLC	4,051	$620K	0.0%	N/A	0.012%
4/22/2026	Pictet Asset Management Holding SA	5,024	$769K	0.0%	-49.2%	0.014%
4/22/2026	Sterling Capital Management LLC	1,066	$163K	0.0%	-42.8%	0.003%
4/22/2026	Venturi Wealth Management LLC	1,440	$220K	0.0%	N/A	0.004%
4/21/2026	GHP Investment Advisors Inc.	7,882	$1.21M	0.0%	-5.3%	0.023%
4/21/2026	Louisiana State Employees Retirement System	9,900	$1.52M	0.0%	N/A	0.029%
4/20/2026	Blue Trust Inc.	2,740	$419K	0.0%	+29.6%	0.008%
4/20/2026	Fifth Third Wealth Advisors LLC	6,280	$961K	0.0%	+2.0%	0.018%
4/18/2026	Cache Advisors LLC	389	$60K	0.0%	N/A	0.001%
4/17/2026	Krilogy Financial LLC	3,900	$597K	0.0%	+19.7%	0.011%
4/16/2026	SG Americas Securities LLC	67,927	$10.40M	0.0%	+363.1%	0.196%
4/16/2026	Evolve Private Wealth LLC	2,113	$323K	0.0%	+29.0%	0.006%
3/17/2026	Rockefeller Capital Management L.P.	8,152	$1.21M	0.0%	+10.5%	0.024%
3/13/2026	World Investment Advisors	2,203	$328K	0.0%	N/A	0.006%
3/9/2026	Corient Private Wealth LLC	9,348	$1.39M	0.0%	+10.1%	0.027%
2/24/2026	River Road Asset Management LLC	776,008	$115.61M	1.3%	-1.5%	2.262%
2/24/2026	Pacer Advisors Inc.	4,107	$612K	0.0%	-9.1%	0.012%
2/23/2026	Kera Capital Partners Inc.	1,789	$275K	0.0%	N/A	0.005%
2/19/2026	Invesco Ltd.	85,418	$12.73M	0.0%	+14.1%	0.249%
2/19/2026	Corient Private Wealth LLC	36,191	$5.39M	0.0%	+326.4%	0.105%
2/18/2026	Mercer Global Advisors Inc. ADV	12,214	$1.82M	0.0%	+399.3%	0.036%
2/18/2026	Vident Advisory LLC	5,884	$877K	0.0%	+12.5%	0.017%
2/18/2026	State of Tennessee Department of Treasury	13,743	$2.12M	0.0%	-4.1%	0.040%
2/18/2026	EP Wealth Advisors LLC	1,571	$234K	0.0%	N/A	0.005%
2/18/2026	Empowered Funds LLC	1,471	$219K	0.0%	-95.0%	0.004%
2/18/2026	XTX Topco Ltd	9,315	$1.39M	0.0%	N/A	0.027%
2/18/2026	Wellington Management Group LLP	265,873	$39.61M	0.0%	-13.2%	0.775%
2/18/2026	Prana Capital Management LP	5,415	$807K	0.0%	N/A	0.016%
2/18/2026	Quadrature Capital Ltd	1,524	$227K	0.0%	-45.7%	0.004%
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2/18/2026	Numerai GP LLC	6,348	$946K	0.1%	+174.2%	0.019%
2/18/2026	Palisade Capital Management LP	12,877	$1.92M	0.1%	-14.3%	0.038%
2/18/2026	Par Capital Management Inc.	2,252,000	$335.50M	8.3%	+21.6%	6.568%
2/18/2026	Millennium Management LLC	68,942	$10.27M	0.0%	+249.6%	0.201%
2/18/2026	Man Group plc	16,719	$2.49M	0.0%	N/A	0.049%
2/18/2026	Incline Global Management LLC	91,384	$13.61M	4.7%	-7.7%	0.267%
2/18/2026	Inspire Investing LLC	3,821	$569K	0.1%	+8.5%	0.011%
2/18/2026	Janus Henderson Group PLC	3,872,042	$576.85M	0.3%	+0.2%	11.292%
2/18/2026	Gotham Asset Management LLC	267,438	$39.84M	0.1%	-1.3%	0.780%
2/18/2026	Evolve Private Wealth LLC	1,638	$244K	0.0%	N/A	0.005%

WEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 481 institutional investors and hedge funds held shares of WEX. The most heavily invested institutionals were Janus Henderson Group PLC ($599.31M), Vanguard Group Inc. ($480.07M), Par Capital Management Inc. ($335.50M), Morgan Stanley ($314.51M), Boston Partners ($215.96M), FMR LLC ($206.02M), and State Street Corp ($158.18M).Learn more on WEX's institutional investors.

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

Of the 392 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 ($2.72M), Norges Bank ($1.09M), JPMorgan Chase & Co. ($1.07M), AQR Capital Management LLC ($1.00M), Turtle Creek Asset Management Inc. ($839.12K), Hsbc Holdings PLC ($664.71K), and Millennium Management LLC ($407.06K).

Institutional investors have bought a total of 9,365,807 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

Of the 170 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: JPMorgan Chase & Co. ($1.45M), Hsbc Holdings PLC ($632.78K), Morgan Stanley ($620.57K), Bank of Montreal Can ($483.23K), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($385.84K), Hawk Ridge Capital Management LP ($290.80K), and Barclays PLC ($266.97K).

Institutional investors have sold a total of 6,206,287 shares in the last 24 months. This volume of shares sold represents approximately $944.15M in transactions.

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This page (NYSE:WEX) was last updated on 6/8/2026 by MarketBeat.com Staff.

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WEX (WEX) Institutional Ownership

WEX Institutional Buying and Selling by Quarter

WEX Major Shareholders & Ownership History

WEX Institutional Ownership - Frequently Asked Questions

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WEX (WEX) Institutional Ownership

Institutional Ownership Changes (13F Filings) for WEX (NYSE:WEX)

WEX Institutional Buying and Selling by Quarter

WEX Major Shareholders & Ownership History

WEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEX shares?

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

Which institutional investors have been buying WEX's stock?

How much institutional buying is happening at WEX?

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

How much institutional selling is happening at WEX?

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