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WEX (WEX) Institutional Ownership

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$141.07 -1.53 (-1.07%)
As of 01:45 PM Eastern
This is a fair market value 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)
259
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$944.33M
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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
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%
5/19/2026 Janus 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%
5/18/2026 Royal Bank of Canada15,107$2.31M0.0%-56.6%0.044%
5/18/2026 Rhino Investment Partners Inc61,205$9.37M2.6%+45.7%0.177%
5/18/2026 Empowered Funds LLC2,598$398K0.0%+76.6%0.007%
5/16/2026 The Manufacturers Life Insurance Company 26,216$4.01M0.0%-3.5%0.076%
5/16/2026 Hawk Ridge Capital Management LP163,471$25.02M0.9%-64.0%0.472%
5/16/2026 Quantinno Capital Management LP212,873$32.58M0.1%+111.8%0.614%
5/16/2026 Lazard 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%
5/15/2026 Waverly Advisors LLC1,948$298K0.0%N/A0.006%
5/15/2026 Entropy Technologies LP6,654$1.02M0.0%+11.0%0.019%
5/15/2026 Sunriver Management LLC203,694$31.17M5.3%-38.1%0.588%
5/14/2026 Renaissance Technologies LLC1,900$291K0.0%N/A0.005%
5/14/2026 Gabelli Funds LLC2,027$310K0.0%-25.0%0.006%
5/14/2026 Public 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%
5/14/2026 Inceptionr LLC1,374$210K0.1%N/A0.004%
5/14/2026 Bank of Nova Scotia4,200$643K0.0%N/A0.012%
5/14/2026 Sei 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%
5/13/2026 Cetera Investment Advisers4,379$670K0.0%-30.7%0.013%
5/13/2026 First 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%
5/8/2026 Long Road Investment Counsel LLC28,034$4.29M1.7%+2.2%0.081%
5/7/2026 Dimensional Fund Advisors LP686,135$105.01M0.0%-0.2%1.979%
5/7/2026 Swiss National Bank64,426$9.86M0.0%+0.3%0.186%
5/6/2026 Aurora Investment Counsel4,511$690K0.4%-8.4%0.013%
5/6/2026 California Public Employees Retirement System76,604$11.72M0.0%+16.3%0.221%
5/6/2026 Watershed Asset Management L.L.C.2,967$454K0.5%N/A0.009%
5/6/2026 Kera Capital Partners Inc.2,615$400K0.0%+46.2%0.008%
5/6/2026 Lightrock 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%
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5/5/2026 Illinois Municipal Retirement Fund21,330$3.26M0.0%+12.8%0.062%
5/5/2026 Sanctuary 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%
4/30/2026 Quantum 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%
4/23/2026 Inspire 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%
4/16/2026 Evolve Private Wealth LLC2,113$323K0.0%+29.0%0.006%
3/17/2026 Rockefeller Capital Management L.P.8,152$1.21M0.0%+10.5%0.024%
3/13/2026 World Investment Advisors2,203$328K0.0%N/A0.006%
3/9/2026 Corient 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%
2/24/2026 Pacer Advisors Inc.4,107$612K0.0%-9.1%0.012%
2/23/2026 Kera Capital Partners Inc.1,789$275K0.0%N/A0.005%
2/19/2026 Invesco Ltd.85,418$12.73M0.0%+14.1%0.249%
2/19/2026 Corient Private Wealth LLC36,191$5.39M0.0%+326.4%0.105%
2/18/2026 Mercer Global Advisors Inc. ADV12,214$1.82M0.0%+399.3%0.036%
2/18/2026 Vident Advisory LLC5,884$877K0.0%+12.5%0.017%
2/18/2026 State of Tennessee Department of Treasury13,743$2.12M0.0%-4.1%0.040%
2/18/2026 EP Wealth Advisors LLC1,571$234K0.0%N/A0.005%
2/18/2026 Empowered Funds LLC1,471$219K0.0%-95.0%0.004%
2/18/2026 XTX Topco Ltd9,315$1.39M0.0%N/A0.027%
2/18/2026 Wellington Management Group LLP265,873$39.61M0.0%-13.2%0.775%
2/18/2026 Prana Capital Management LP5,415$807K0.0%N/A0.016%
2/18/2026 Quadrature Capital Ltd1,524$227K0.0%-45.7%0.004%
2/18/2026 Numerai GP LLC6,348$946K0.1%+174.2%0.019%
2/18/2026 Palisade Capital Management LP12,877$1.92M0.1%-14.3%0.038%
2/18/2026 Par Capital Management Inc.2,252,000$335.50M8.3%+21.6%6.568%
2/18/2026 Millennium Management LLC68,942$10.27M0.0%+249.6%0.201%
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2/18/2026 Man Group plc16,719$2.49M0.0%N/A0.049%
2/18/2026 Incline Global Management LLC91,384$13.61M4.7%-7.7%0.267%
2/18/2026 Inspire Investing LLC3,821$569K0.1%+8.5%0.011%
2/18/2026 Janus Henderson Group PLC3,872,042$576.85M0.3%+0.2%11.292%
2/18/2026 Gotham Asset Management LLC267,438$39.84M0.1%-1.3%0.780%
2/18/2026 Evolve Private Wealth LLC1,638$244K0.0%N/A0.005%
2/18/2026 Engineers Gate Manager LP6,137$914K0.0%N/A0.018%
2/18/2026 Clifford Capital Partners LLC95,326$14.20M2.4%N/A0.278%
2/17/2026 Hawk Ridge Capital Management LP454,271$67.68M3.1%+1.8%1.325%
2/17/2026 Schonfeld Strategic Advisors LLC26,780$3.99M0.0%+43.5%0.078%


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 391 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), Hsbc Holdings PLC ($664.71K), Turtle Creek Asset Management Inc. ($592.20K), and Millennium Management LLC ($407.06K).

Institutional investors have bought a total of 9,094,469 shares in the last 24 months. This purchase volume represents approximately $1.36B 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 6,207,395 shares in the last 24 months. This volume of shares sold represents approximately $944.33M in transactions.


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This page (NYSE:WEX) was last updated on 5/19/2026 by MarketBeat.com Staff.
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