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WEX (WEX) Institutional Ownership

-2.46 (-1.33%)
(As of 05/29/2024 ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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WEX Institutional Buying and Selling by Quarter

WEX Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2024 Boston Partners38,332$8.76M0.0%-5.6%0.091%
5/28/2024 Teachers Retirement System of The State of Kentucky23,506$5.58M0.0%-2.5%0.056%
5/24/2024 Cetera Advisors LLC1,376$327K0.0%N/A0.003%
5/24/2024 Cetera Investment Advisers13,289$3.16M0.0%+856.0%0.032%
5/22/2024 Burney Co.16,420$3.90M0.1%-42.7%0.039%
5/17/2024 Comerica Bank37,835$8.99M0.0%-31.4%0.090%
5/17/2024 Hancock Whitney Corp2,597$617K0.0%-8.6%0.006%
5/17/2024 Castleark Management LLC24,730$5.87M0.2%+36.2%0.059%
5/17/2024 Tidal Investments LLC4,468$1.06M0.0%-5.7%0.011%
5/16/2024 Redwood Investment Management LLC6,351$1.51M0.1%N/A0.015%
5/16/2024 California State Teachers Retirement System42,789$10.16M0.0%-5.7%0.102%
5/16/2024 Incline Global Management LLC66,590$15.82M5.0%-29.2%0.159%
5/16/2024 Invenomic Capital Management LP96,966$23.03M1.2%-51.0%0.231%
5/16/2024 Jacobs Levy Equity Management Inc.33,186$7.88M0.0%+0.5%0.079%
5/16/2024 Janus Henderson Group PLC4,088,581$971.16M0.5%0.0%9.758%
5/16/2024 Kodai Capital Management LP146,391$34.77M0.8%-42.8%0.349%
5/15/2024 Public Employees Retirement System of Ohio16,627$3.95M0.0%-8.5%0.040%
5/15/2024 Public Employees Retirement Association of Colorado4,645$1.10M0.0%-8.1%0.011%
5/15/2024 Bamco Inc. NY253,576$60.23M0.2%+0.1%0.605%
5/15/2024 Price T Rowe Associates Inc. MD89,125$21.17M0.0%-6.1%0.213%
5/15/2024 Truvestments Capital LLC1,819$432K0.2%+17.5%0.004%
5/14/2024 Vident Advisory LLC58,264$13.84M0.3%+1,610.6%0.139%
5/14/2024 Shell Asset Management Co.2,640$627K0.0%-3.4%0.006%
5/14/2024 CANADA LIFE ASSURANCE Co35,375$8.40M0.0%+0.6%0.084%
5/14/2024 American International Group Inc.56,738$13.48M0.0%-2.0%0.135%
5/13/2024 Bessemer Group Inc.735,313$174.66M0.3%+0.6%1.755%
5/13/2024 Roubaix Capital LLC23,576$5.60M3.5%-8.3%0.056%
5/13/2024 O Shaughnessy Asset Management LLC1,421$338K0.0%N/A0.003%
5/11/2024 Covestor Ltd187$44K0.0%+233.9%0.000%
5/11/2024 Edgestream Partners L.P.4,352$1.03M0.1%+215.4%0.010%
5/10/2024 Vanguard Group Inc.4,108,779$975.96M0.0%-2.1%9.806%
5/10/2024 Westfield Capital Management Co. LP258,384$61.37M0.3%+13.3%0.617%
5/10/2024 Clearstead Trust LLC337$80K0.0%-42.6%0.001%
5/10/2024 Banco Santander S.A.1,803$428K0.0%N/A0.004%
5/10/2024 Twin Tree Management LP5,349$1.27M0.0%+57.2%0.013%
5/9/2024 Blair William & Co. IL116,152$27.59M0.1%-13.6%0.277%
5/9/2024 SageView Advisory Group LLC15,603$3.71M0.2%+1,468.1%0.037%
5/9/2024 State Board of Administration of Florida Retirement System45,259$10.75M0.0%+10.7%0.108%
5/8/2024 Entropy Technologies LP5,543$1.32M0.1%N/A0.013%
5/8/2024 Cozad Asset Management Inc.4,831$1.15M0.1%+2.1%0.012%
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5/8/2024 ProShare Advisors LLC2,085$495K0.0%-7.3%0.005%
5/8/2024 US Bancorp DE5,734$1.36M0.0%-23.0%0.014%
5/8/2024 Russell Investments Group Ltd.1,382$328K0.0%-78.0%0.003%
5/8/2024 QRG Capital Management Inc.911$216K0.0%N/A0.002%
5/8/2024 Williams Jones Wealth Management LLC.128,428$30.51M0.4%-0.7%0.307%
5/8/2024 Inspire Investing LLC1,735$412K0.0%-21.6%0.004%
5/8/2024 Inspire Advisors LLC977$232K0.0%N/A0.002%
5/7/2024 Sei Investments Co.44,981$10.68M0.0%+60.0%0.107%
5/7/2024 New South Capital Management Inc.83,282$19.78M0.8%-4.4%0.199%
5/7/2024 Swiss National Bank84,326$20.03M0.0%-0.5%0.201%
5/7/2024 ClariVest Asset Management LLC22,564$5.36M0.6%-50.5%0.054%
5/7/2024 TimesSquare Capital Management LLC262,452$62.34M0.9%-9.0%0.626%
5/7/2024 Oppenheimer Asset Management Inc.4,164$989K0.0%+229.7%0.010%
5/6/2024 Envestnet Portfolio Solutions Inc.2,253$535K0.0%+15.3%0.005%
5/6/2024 Texas Permanent School Fund Corp37,403$8.88M0.1%+1.3%0.089%
5/3/2024 Essex Investment Management Co. LLC373$89K0.0%-28.7%0.001%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S14,352$3.41M0.1%-22.8%0.034%
5/3/2024 Central Pacific Bank Trust Division2,749$652K0.1%N/A0.007%
5/2/2024 Chase Investment Counsel Corp15,351$3.65M1.4%N/A0.037%
5/2/2024 Jennison Associates LLC380,873$90.47M0.1%-13.8%0.909%
5/2/2024 Mutual of America Capital Management LLC25,464$6.05M0.1%-3.7%0.061%
5/2/2024 FORA Capital LLC6,688$1.59M0.1%-1.8%0.016%
5/2/2024 Fidelis Capital Partners LLC254$60K0.0%N/A0.001%
5/2/2024 Seelaus Asset Management LLC1,091$259K0.3%-43.8%0.003%
5/1/2024 Capstone Investment Advisors LLC4,738$1.13M0.0%+206.7%0.011%
5/1/2024 BNP Paribas Financial Markets27,811$6.61M0.0%+139.7%0.066%
5/1/2024 Oak Ridge Investments LLC18,534$4.40M0.4%-4.0%0.044%
4/30/2024 Retirement Systems of Alabama80,567$19.14M0.1%+0.2%0.192%
4/30/2024 Norden Group LLC1,176$279K0.0%N/A0.003%
4/30/2024 Allspring Global Investments Holdings LLC51,422$12.21M0.0%+44.7%0.123%
4/30/2024Commonwealth Equity Services LLC2,217$527K0.0%-4.8%0.005%
4/29/2024 Principal Financial Group Inc.161,266$38.31M0.0%+2.2%0.385%
4/26/2024 Securian Asset Management Inc.3,538$840K0.0%-2.7%0.008%
4/26/2024 Renaissance Group LLC157,552$37.42M1.4%+7.2%0.376%
4/26/2024 Yousif Capital Management LLC19,472$4.63M0.1%-2.0%0.046%
4/26/2024 SYSTM Wealth Solutions LLC2,607$619K0.1%-11.2%0.006%
4/26/2024 Verdence Capital Advisors LLC10,967$2.61M0.2%-9.0%0.026%
4/25/2024 New York State Teachers Retirement System52,245$12.41M0.0%+1.2%0.125%
4/25/2024 WCM Investment Management LLC108,569$25.79M0.1%+0.4%0.260%
4/23/2024 Louisiana State Employees Retirement System12,300$2.92M0.1%+2.5%0.029%
4/23/2024 Amalgamated Bank25,603$6.08M0.1%-11.2%0.061%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA866,068$199.75M2.0%0.0%2.075%
4/22/2024 Raymond James & Associates76,666$18.21M0.0%-1.7%0.184%
4/19/2024 Norden Group LLC1,176$279K0.0%N/A0.003%
4/19/2024 Lifestyle Asset Management Inc.5,067$1.20M0.7%-0.9%0.012%
4/19/2024 Handelsinvest Investeringsforvaltning1,208$287K0.1%-34.2%0.003%
4/18/2024 State of Michigan Retirement System10,475$2.49M0.0%+1.9%0.025%
4/18/2024 Allspring Global Investments Holdings LLC51,422$12.21M0.0%+44.7%0.123%
4/16/2024 Wealth Enhancement Advisory Services LLC7,596$1.80M0.0%+96.1%0.018%
4/16/2024 Procyon Advisors LLC3,807$904K0.1%-3.9%0.009%
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4/12/2024 CHICAGO TRUST Co NA905$215K0.0%N/A0.002%
4/9/2024 Rise Advisors LLC121$29K0.0%N/A0.000%
4/8/2024 Bath Savings Trust Co27,234$6.47M0.7%-0.2%0.065%
3/25/2024 Quadrature Capital Ltd5,104$993K0.0%-8.2%0.012%
3/22/2024 PNC Financial Services Group Inc.7,585$1.48M0.0%-1.8%0.018%
3/11/2024 Vanguard Group Inc.4,199,017$816.92M0.0%+1.6%10.061%
3/8/2024 ICA Group Wealth Management LLC320$62K0.0%N/A0.001%
3/6/2024 SageView Advisory Group LLC995$209K0.0%-36.5%0.002%
3/5/2024 Fisher Asset Management LLC17,178$3.34M0.0%+3.8%0.041%
3/5/2024 Wellington Management Group LLP3,122,500$607.48M0.1%+6.1%7.481%
(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, 394 institutional investors and hedge funds held shares of WEX. The most heavily invested institutionals were Vanguard Group Inc. ($975.96M), Janus Henderson Group PLC ($971.16M), BlackRock Inc. ($698.98M), Wellington Management Group LLP ($607.48M), Impactive Capital LP ($387.26M), Par Capital Management Inc. ($359.92M), and Morgan Stanley ($350.19M).Learn more on WEX's institutional investors.

What percentage of WEX stock is owned by institutional investors?

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

Which institutional investors have been buying WEX stock?

Of the 313 institutional investors that purchased WEX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: River Road Asset Management LLC ($759.09K), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($504.92K), Norges Bank ($461.29K), TimesSquare Capital Management LLC ($311.43K), Jennison Associates LLC ($293.77K), Kodai Capital Management LP ($255.72K), and Panagora Asset Management Inc. ($190.07K).

How much institutional buying is happening at WEX?

Institutional investors have bought a total of 7,947,329 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Which WEX major shareholders have been selling company stock?

Of the 232 institutional investors that sold WEX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockefeller Capital Management L.P. ($453.99K), Wellington Management Group LLP ($414.46K), Bank of New York Mellon Corp ($345.30K), Anomaly Capital Management LP ($333.49K), Premier Fund Managers Ltd ($247.79K), JPMorgan Chase & Co. ($232.26K), and Jennison Associates LLC ($221.81K).

How much institutional selling is happening at WEX?

Institutional investors have sold a total of 6,111,757 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.

This page (NYSE:WEX) was last updated on 5/30/2024 by Staff

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