WEX (WEX) Institutional Ownership

$180.44

+8.31 (+4.83%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 97.47%
Number of Institutional Buyers (last 12 months): 199
Total Institutional Inflows (last 12 months): $734.35M

Number of Institutional Sellers (last 12 months): 174
Total Institutional Outflows (last 12 months): $463.75M

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WEX Institutional Buying and Selling by Quarter

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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
7/26/2024	Allspring Global Investments Holdings LLC	18,232	$3.23M	0.0%	-64.5%	0.044%
7/26/2024	State of Michigan Retirement System	10,075	$1.79M	0.0%	-3.8%	0.024%
7/26/2024	Verdence Capital Advisors LLC	11,466	$2.03M	0.2%	+4.6%	0.027%
7/26/2024	Bank of New York Mellon Corp	378,969	$67.13M	0.0%	+5.0%	0.904%
7/24/2024	Retirement Systems of Alabama	78,616	$13.93M	0.1%	-2.4%	0.188%
7/24/2024	New York State Teachers Retirement System	52,537	$9.31M	0.0%	+0.6%	0.125%
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7/24/2024	Louisiana State Employees Retirement System	11,900	$2.11M	0.0%	-3.3%	0.028%
7/23/2024	1620 Investment Advisors Inc.	451	$80K	0.1%	N/A	0.001%
7/23/2024	Benin Management CORP	2,201	$390K	0.1%	N/A	0.005%
7/23/2024	Fifth Third Wealth Advisors LLC	1,414	$250K	0.0%	N/A	0.003%
7/20/2024	Nisa Investment Advisors LLC	18,333	$3.25M	0.0%	-5.7%	0.044%
7/20/2024	Hennion & Walsh Asset Management Inc.	2,489	$441K	0.0%	+115.9%	0.006%
7/19/2024	Lifestyle Asset Management Inc.	4,470	$792K	0.5%	-11.8%	0.011%
7/19/2024	Raymond James & Associates	76,355	$13.53M	0.0%	-0.4%	0.182%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	7,315	$1.30M	0.0%	+78.4%	0.017%
7/18/2024	Blue Trust Inc.	228	$40K	0.0%	+456.1%	0.001%
7/18/2024	Swedbank AB	35,300	$6.25M	0.0%	N/A	0.084%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	914,250	$173.56M	1.6%	+5.6%	2.182%
7/17/2024	Oak Ridge Investments LLC	16,674	$2.95M	0.3%	-10.0%	0.040%
7/16/2024	Envestnet Portfolio Solutions Inc.	1,333	$236K	0.0%	-40.8%	0.003%
7/16/2024	Wealth Enhancement Advisory Services LLC	3,877	$687K	0.0%	-49.0%	0.009%
7/16/2024	Diversified Trust Co	1,802	$319K	0.0%	N/A	0.004%
7/16/2024	Wedmont Private Capital	1,160	$212K	0.0%	N/A	0.003%
7/15/2024	Securian Asset Management Inc.	3,342	$592K	0.0%	-5.5%	0.008%
7/12/2024	SG Americas Securities LLC	2,201	$390K	0.0%	N/A	0.005%
7/12/2024	Bath Savings Trust Co	26,393	$4.68M	0.5%	-3.1%	0.063%
7/11/2024	CHICAGO TRUST Co NA	1,565	$277K	0.1%	+72.9%	0.004%
7/10/2024	Boit C F David	2,340	$415K	0.2%	+34.5%	0.006%
7/10/2024	CWM LLC	453	$80K	0.0%	+37.3%	0.001%
7/9/2024	Harbor Capital Advisors Inc.	11,765	$2.08M	0.2%	+256.6%	0.028%
7/9/2024	Trust Co. of Vermont	530	$94K	0.0%	N/A	0.001%
6/20/2024	HM Payson & Co.	169,230	$40.20M	0.7%	+4.8%	0.404%
5/28/2024	Boston Partners	38,332	$8.76M	0.0%	-5.6%	0.091%
5/28/2024	Teachers Retirement System of The State of Kentucky	23,506	$5.58M	0.0%	-2.5%	0.056%
5/24/2024	Cetera Advisors LLC	1,376	$327K	0.0%	N/A	0.003%
5/24/2024	Cetera Investment Advisers	13,289	$3.16M	0.0%	+856.0%	0.032%
5/22/2024	Burney Co.	16,420	$3.90M	0.1%	-42.7%	0.039%
5/17/2024	Comerica Bank	37,835	$8.99M	0.0%	-31.4%	0.090%
5/17/2024	Hancock Whitney Corp	2,597	$617K	0.0%	-8.6%	0.006%
5/17/2024	Castleark Management LLC	24,730	$5.87M	0.2%	+36.2%	0.059%
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5/17/2024	Tidal Investments LLC	4,468	$1.06M	0.0%	-5.7%	0.011%
5/16/2024	Redwood Investment Management LLC	6,351	$1.51M	0.1%	N/A	0.015%
5/16/2024	California State Teachers Retirement System	42,789	$10.16M	0.0%	-5.7%	0.102%
5/16/2024	Incline Global Management LLC	66,590	$15.82M	5.0%	-29.2%	0.159%
5/16/2024	Invenomic Capital Management LP	96,966	$23.03M	1.2%	-51.0%	0.231%
5/16/2024	Jacobs Levy Equity Management Inc.	33,186	$7.88M	0.0%	+0.5%	0.079%
5/16/2024	Janus Henderson Group PLC	4,088,581	$971.16M	0.5%	0.0%	9.758%
5/16/2024	Kodai Capital Management LP	146,391	$34.77M	0.8%	-42.8%	0.349%
5/15/2024	Public Employees Retirement System of Ohio	16,627	$3.95M	0.0%	-8.5%	0.040%
5/15/2024	Public Employees Retirement Association of Colorado	4,645	$1.10M	0.0%	-8.1%	0.011%
5/15/2024	Bamco Inc. NY	253,576	$60.23M	0.2%	+0.1%	0.605%
5/15/2024	Price T Rowe Associates Inc. MD	89,125	$21.17M	0.0%	-6.1%	0.213%
5/15/2024	Truvestments Capital LLC	1,819	$432K	0.2%	+17.5%	0.004%
5/14/2024	Vident Advisory LLC	58,264	$13.84M	0.3%	+1,610.6%	0.139%
5/14/2024	Shell Asset Management Co.	2,640	$627K	0.0%	-3.4%	0.006%
5/14/2024	CANADA LIFE ASSURANCE Co	35,375	$8.40M	0.0%	+0.6%	0.084%
5/14/2024	American International Group Inc.	56,738	$13.48M	0.0%	-2.0%	0.135%
5/13/2024	Bessemer Group Inc.	735,313	$174.66M	0.3%	+0.6%	1.755%
5/13/2024	Roubaix Capital LLC	23,576	$5.60M	3.5%	-8.3%	0.056%
5/13/2024	O Shaughnessy Asset Management LLC	1,421	$338K	0.0%	N/A	0.003%
5/11/2024	Covestor Ltd	187	$44K	0.0%	+233.9%	0.000%
5/11/2024	Edgestream Partners L.P.	4,352	$1.03M	0.1%	+215.4%	0.010%
5/10/2024	Vanguard Group Inc.	4,108,779	$975.96M	0.0%	-2.1%	9.806%
5/10/2024	Westfield Capital Management Co. LP	258,384	$61.37M	0.3%	+13.3%	0.617%
5/10/2024	Clearstead Trust LLC	337	$80K	0.0%	-42.6%	0.001%
5/10/2024	Banco Santander S.A.	1,803	$428K	0.0%	N/A	0.004%
5/10/2024	Twin Tree Management LP	5,349	$1.27M	0.0%	+57.2%	0.013%
5/9/2024	Blair William & Co. IL	116,152	$27.59M	0.1%	-13.6%	0.277%
5/9/2024	SageView Advisory Group LLC	15,603	$3.71M	0.2%	+1,468.1%	0.037%
5/9/2024	State Board of Administration of Florida Retirement System	45,259	$10.75M	0.0%	+10.7%	0.108%
5/8/2024	Entropy Technologies LP	5,543	$1.32M	0.1%	N/A	0.013%
5/8/2024	Cozad Asset Management Inc.	4,831	$1.15M	0.1%	+2.1%	0.012%
5/8/2024	ProShare Advisors LLC	2,085	$495K	0.0%	-7.3%	0.005%
5/8/2024	US Bancorp DE	5,734	$1.36M	0.0%	-23.0%	0.014%
5/8/2024	Russell Investments Group Ltd.	1,382	$328K	0.0%	-78.0%	0.003%
5/8/2024	QRG Capital Management Inc.	911	$216K	0.0%	N/A	0.002%
5/8/2024	Williams Jones Wealth Management LLC.	128,428	$30.51M	0.4%	-0.7%	0.307%
5/8/2024	Inspire Investing LLC	1,735	$412K	0.0%	-21.6%	0.004%
5/8/2024	Inspire Advisors LLC	977	$232K	0.0%	N/A	0.002%
5/7/2024	Sei Investments Co.	44,981	$10.68M	0.0%	+60.0%	0.107%
5/7/2024	New South Capital Management Inc.	83,282	$19.78M	0.8%	-4.4%	0.199%
5/7/2024	Swiss National Bank	84,326	$20.03M	0.0%	-0.5%	0.201%
5/7/2024	ClariVest Asset Management LLC	22,564	$5.36M	0.6%	-50.5%	0.054%
5/7/2024	TimesSquare Capital Management LLC	262,452	$62.34M	0.9%	-9.0%	0.626%
5/7/2024	Oppenheimer Asset Management Inc.	4,164	$989K	0.0%	+229.7%	0.010%
5/6/2024	Envestnet Portfolio Solutions Inc.	2,253	$535K	0.0%	+15.3%	0.005%
5/6/2024	Texas Permanent School Fund Corp	37,403	$8.88M	0.1%	+1.3%	0.089%
5/3/2024	Essex Investment Management Co. LLC	373	$89K	0.0%	-28.7%	0.001%
5/3/2024	BI Asset Management Fondsmaeglerselskab A S	14,352	$3.41M	0.1%	-22.8%	0.034%
5/3/2024	Central Pacific Bank Trust Division	2,749	$652K	0.1%	N/A	0.007%
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5/2/2024	Chase Investment Counsel Corp	15,351	$3.65M	1.4%	N/A	0.037%
5/2/2024	Jennison Associates LLC	380,873	$90.47M	0.1%	-13.8%	0.909%
5/2/2024	Mutual of America Capital Management LLC	25,464	$6.05M	0.1%	-3.7%	0.061%
5/2/2024	FORA Capital LLC	6,688	$1.59M	0.1%	-1.8%	0.016%
5/2/2024	Fidelis Capital Partners LLC	254	$60K	0.0%	N/A	0.001%
5/2/2024	Seelaus Asset Management LLC	1,091	$259K	0.3%	-43.8%	0.003%
5/1/2024	Capstone Investment Advisors LLC	4,738	$1.13M	0.0%	+206.7%	0.011%
5/1/2024	BNP Paribas Financial Markets	27,811	$6.61M	0.0%	+139.7%	0.066%
5/1/2024	Oak Ridge Investments LLC	18,534	$4.40M	0.4%	-4.0%	0.044%
4/30/2024	Retirement Systems of Alabama	80,567	$19.14M	0.1%	+0.2%	0.192%

(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, 401 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 320 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 ($553.10K), 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 8,072,249 shares in the last 24 months. This purchase volume represents approximately $1.41B 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 5,992,886 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.