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WEX (WEX) Institutional Ownership

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$185.15 -0.07 (-0.04%)
Closing price 08/7/2026 03:59 PM Eastern
Extended Trading
$186.61 +1.46 (+0.79%)
As of 08:30 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
250
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
160
Total
Institutional Outflows
(last 12 months)
$837.62M
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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
8/7/2026 BlackRock Inc.3,167,005$446.83M0.0%N/A9.292%
8/7/2026 Deutsche Bank AG10,662$1.50M0.0%N/A0.031%
8/7/2026 Rice Hall James & Associates LLC178,606$25.20M1.2%N/A0.524%
8/6/2026 Global Retirement Partners LLC184$26K0.0%N/A0.001%
8/6/2026 Wilkinson Global Asset Management LLC2,450$346K0.0%N/A0.007%
8/6/2026 Bank of New York Mellon Corp217,396$30.67M0.0%N/A0.638%
8/6/2026 State of Wyoming927$131K0.0%N/A0.003%
8/5/2026 Bridgewater Advisors Inc.1,312$236K0.0%N/A0.004%
8/3/2026 Oppenheimer Asset Management Inc.15,379$2.17M0.0%N/A0.045%
8/3/2026 Dockside LLC4,276$603K0.1%N/A0.013%
7/10/2026 Handelsbanken Fonder AB11,544$1.63M0.0%-5.7%0.033%
7/8/2026 Assenagon Asset Management S.A.1,472$208K0.0%N/A0.004%
7/7/2026 GAMMA Investing LLC805$114K0.0%-32.9%0.002%
7/2/2026 Versant Capital Management Inc655$92K0.0%+55.2%0.002%
6/18/2026Pacer Advisors Inc.3,955$605K0.0%-3.7%0.011%
6/3/2026NewEdge Advisors LLC1,583$242K0.0%+679.8%0.005%
5/21/2026Essential Partners LLC1,451$222K0.1%+20.5%0.004%
5/20/2026Arete Wealth Advisors LLC22,875$3.50M0.2%N/A0.066%
5/19/2026Turtle Creek Asset Management Inc.669,335$102.44M3.8%+58.5%1.931%
5/19/2026Bank of America Corp DE823,681$126.06M0.0%+13.6%2.376%
5/19/2026Intrinsic Edge Capital Management LLC20,000$3.06M0.5%N/A0.058%
5/19/2026Janus Henderson Group PLC3,916,073$599.31M0.3%+1.1%11.295%
5/19/2026Bull Harbor Capital LLC2,977$456K0.1%N/A0.009%
5/19/2026Arete Wealth Advisors LLC22,875$3.50M0.2%N/A0.066%
5/18/2026Amundi16,172$2.48M0.0%+10.4%0.047%
5/18/2026 EverSource Wealth Advisors LLC1,502$230K0.0%+38.2%0.004%
5/18/2026California State Teachers Retirement System38,221$5.85M0.0%+23.6%0.110%
5/18/2026Royal Bank of Canada15,107$2.31M0.0%-56.6%0.044%
5/18/2026Rhino Investment Partners Inc61,205$9.37M2.6%+45.7%0.177%
5/18/2026Empowered Funds LLC2,598$398K0.0%+76.6%0.007%
5/16/2026The Manufacturers Life Insurance Company26,216$4.01M0.0%-3.5%0.076%
5/16/2026Hawk Ridge Capital Management LP163,471$25.02M0.9%-64.0%0.472%
5/16/2026Quantinno Capital Management LP212,873$32.58M0.1%+111.8%0.614%
5/16/2026Lazard Asset Management LLC19,057$2.92M0.0%+45.5%0.055%
5/15/2026 Rice Hall James & Associates LLC180,314$27.60M1.5%+3.5%0.520%
5/15/2026Waverly Advisors LLC1,948$298K0.0%N/A0.006%
5/15/2026Entropy Technologies LP6,654$1.02M0.0%+11.0%0.019%
5/15/2026Sunriver Management LLC203,694$31.17M5.3%-38.1%0.588%
5/14/2026Renaissance Technologies LLC1,900$291K0.0%N/A0.005%
5/14/2026Gabelli Funds LLC2,027$310K0.0%-25.0%0.006%
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5/14/2026Public Employees Retirement System of Ohio19,579$3.00M0.0%+17.1%0.056%
5/14/2026 Compound Planning Inc.1,504$230K0.0%N/A0.004%
5/14/2026Inceptionr LLC1,374$210K0.1%N/A0.004%
5/14/2026Bank of Nova Scotia4,200$643K0.0%N/A0.012%
5/14/2026Sei Investments Co.597,600$91.46M0.1%+8.7%1.724%
5/14/2026 Lido Advisors LLC1,319$202K0.0%N/A0.004%
5/14/2026 State of Wyoming2,364$362K0.0%-56.4%0.007%
5/13/2026Cetera Investment Advisers4,379$670K0.0%-30.7%0.013%
5/13/2026First Trust Advisors LP52,395$8.02M0.0%+31.5%0.151%
5/8/2026 PNC Financial Services Group Inc.11,270$1.73M0.0%-2.3%0.033%
5/8/2026Long Road Investment Counsel LLC28,034$4.29M1.7%+2.2%0.081%
5/7/2026Dimensional Fund Advisors LP686,135$105.01M0.0%-0.2%1.979%
5/7/2026Swiss National Bank64,426$9.86M0.0%+0.3%0.186%
5/6/2026Aurora Investment Counsel4,511$690K0.4%-8.4%0.013%
5/6/2026California Public Employees Retirement System76,604$11.72M0.0%+16.3%0.221%
5/6/2026Watershed Asset Management L.L.C.2,967$454K0.5%N/A0.009%
5/6/2026Kera Capital Partners Inc.2,615$400K0.0%+46.2%0.008%
5/6/2026Lightrock Netherlands B.V.60,000$9.18M0.9%-4.0%0.173%
5/5/2026 Bank of New York Mellon Corp232,682$35.61M0.0%+0.5%0.671%
5/5/2026Illinois Municipal Retirement Fund21,330$3.26M0.0%+12.8%0.062%
5/5/2026Sanctuary Advisors LLC5,019$768K0.0%-15.6%0.014%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,465$224K0.0%N/A0.004%
5/4/2026 State of Michigan Retirement System8,275$1.27M0.0%+2.5%0.024%
5/4/2026 Principal Financial Group Inc.76,507$11.71M0.0%+3.7%0.221%
5/4/2026 Chicago Partners Investment Group LLC4,831$739K0.0%+93.6%0.014%
5/1/2026 Fifth Third Bancorp28,746$4.40M0.0%+387.1%0.083%
4/30/2026 Equitable Trust Co.1,845$282K0.0%-6.9%0.005%
4/30/2026 Isthmus Partners LLC2,549$390K0.0%+22.7%0.007%
4/30/2026 Oregon Public Employees Retirement Fund6,979$1.07M0.0%+2.5%0.020%
4/30/2026Quantum Portfolio Management LLC3,643$558K0.0%-4.9%0.011%
4/28/2026 Stephens Inc. AR2,859$438K0.0%-12.3%0.008%
4/28/2026 QRG Capital Management Inc.1,315$201K0.0%N/A0.004%
4/27/2026 HB Wealth Management LLC1,871$286K0.0%N/A0.005%
4/27/2026 New York State Teachers Retirement System45,568$6.97M0.0%-2.6%0.131%
4/24/2026 Root Financial Partners LLC355$54K0.0%+255.0%0.001%
4/23/2026Inspire Investing LLC4,142$634K0.1%+8.4%0.012%
4/22/2026 Janney Montgomery Scott LLC4,051$620K0.0%N/A0.012%
4/22/2026 Pictet Asset Management Holding SA5,024$769K0.0%-49.2%0.014%
4/22/2026 Sterling Capital Management LLC1,066$163K0.0%-42.8%0.003%
4/22/2026 Venturi Wealth Management LLC1,440$220K0.0%N/A0.004%
4/21/2026 GHP Investment Advisors Inc.7,882$1.21M0.0%-5.3%0.023%
4/21/2026 Louisiana State Employees Retirement System9,900$1.52M0.0%N/A0.029%
4/20/2026 Blue Trust Inc.2,740$419K0.0%+29.6%0.008%
4/20/2026 Fifth Third Wealth Advisors LLC6,280$961K0.0%+2.0%0.018%
4/18/2026 Cache Advisors LLC389$60K0.0%N/A0.001%
4/17/2026 Krilogy Financial LLC3,900$597K0.0%+19.7%0.011%
4/16/2026 SG Americas Securities LLC67,927$10.40M0.0%+363.1%0.196%
4/16/2026Evolve Private Wealth LLC2,113$323K0.0%+29.0%0.006%
3/17/2026Rockefeller Capital Management L.P.8,152$1.21M0.0%+10.5%0.024%
3/13/2026World Investment Advisors2,203$328K0.0%N/A0.006%
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3/9/2026Corient Private Wealth LLC9,348$1.39M0.0%+10.1%0.027%
2/24/2026 River Road Asset Management LLC776,008$115.61M1.3%-1.5%2.262%
2/24/2026Pacer Advisors Inc.4,107$612K0.0%-9.1%0.012%
2/23/2026Kera Capital Partners Inc.1,789$275K0.0%N/A0.005%
2/19/2026Invesco Ltd.85,418$12.73M0.0%+14.1%0.249%
2/19/2026Corient Private Wealth LLC36,191$5.39M0.0%+326.4%0.105%
2/18/2026Mercer Global Advisors Inc. ADV12,214$1.82M0.0%+399.3%0.036%
2/18/2026Vident Advisory LLC5,884$877K0.0%+12.5%0.017%
2/18/2026State of Tennessee Department of Treasury13,743$2.12M0.0%-4.1%0.040%
2/18/2026EP Wealth Advisors LLC1,571$234K0.0%N/A0.005%


WEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 476 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), BlackRock Inc. ($446.83M), Par Capital Management Inc. ($335.50M), Morgan Stanley ($314.51M), Boston Partners ($215.96M), and FMR LLC ($206.02M).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 383 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: BlackRock Inc. ($3.17M), 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), and Hsbc Holdings PLC ($664.71K).

Institutional investors have bought a total of 11,600,722 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

Of the 160 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), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($360.22K), Hawk Ridge Capital Management LP ($290.80K), Barclays PLC ($266.97K), and Sunriver Management LLC ($158.36K).

Institutional investors have sold a total of 5,481,777 shares in the last 24 months. This volume of shares sold represents approximately $837.62M in transactions.


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Institutional ownership data for NYSE:WEX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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