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WEX (WEX) Institutional Ownership

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$151.39 -1.15 (-0.75%)
Closing price 07/9/2025 03:56 PM Eastern
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$151.46 +0.07 (+0.05%)
As of 08:55 AM Eastern
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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)
254
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
206
Total
Institutional Outflows
(last 12 months)
$1.48B
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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
7/9/2025Radnor Capital Management LLC8,840$1.30M0.2%+58.6%0.026%
7/9/2025Harbor Capital Advisors Inc.33,948$4.99M0.2%-1.8%0.099%
7/9/2025Lifestyle Asset Management Inc.7,739$1.14M0.5%+47.2%0.023%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.214$31K0.0%+282.1%0.001%
6/3/2025Inspire Investing LLC2,588$406K0.0%+3.5%0.008%
5/20/2025Focus Partners Wealth3,735$586K0.0%-22.9%0.011%
5/19/2025Jane Street Group LLC210,707$33.09M0.0%+399.9%0.615%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC190,171$29.86M0.0%-2.0%0.555%
5/19/2025Optimize Financial Inc2,479$389K0.1%N/A0.007%
5/16/2025Empowered Funds LLC2,508$394K0.0%N/A0.007%
5/16/2025United Services Automobile Association2,585$400K0.0%N/A0.008%
5/16/2025Goldman Sachs Group Inc.350,892$55.10M0.0%+158.3%1.025%
5/16/2025Petrus Trust Company LTA2,844$447K0.0%N/A0.008%
5/16/2025NewEdge Advisors LLC203$32K0.0%-44.7%0.001%
5/16/2025Millennium Management LLC412,665$64.80M0.0%+652.7%1.205%
5/16/2025Invenomic Capital Management LP60,624$9.52M0.5%-36.3%0.177%
5/16/2025Gotham Asset Management LLC75,010$11.78M0.1%-28.5%0.219%
5/16/2025Hawk Ridge Capital Management LP39,867$6.26M0.3%N/A0.116%
5/16/2025EJF Capital LLC9,300$1.46M0.9%N/A0.027%
5/16/2025Cove Street Capital LLC10,968$1.72M2.7%N/A0.032%
5/16/2025AQR Capital Management LLC85,201$13.18M0.0%-43.6%0.249%
5/16/2025Ariel Investments LLC412,247$64.73M0.8%+29.5%1.204%
5/16/2025Amundi13,999$2.20M0.0%-7.9%0.041%
5/15/2025Flputnam Investment Management Co.3,543$556K0.0%-12.3%0.010%
5/15/2025Cubist Systematic Strategies LLC2,099$330K0.0%-205.0%0.006%
5/15/2025Royal Bank of Canada21,967$3.45M0.0%-15.0%0.064%
5/15/2025Retirement Planning Co of New England Inc.2,657$417K0.2%+32.7%0.008%
5/15/2025Quarry LP278$44K0.0%N/A0.001%
5/15/2025DRW Securities LLC1,523$239K0.0%N/A0.004%
5/15/2025Vident Advisory LLC8,130$1.28M0.0%-4.3%0.024%
5/15/2025Kodai Capital Management LP57,958$9.10M0.4%N/A0.169%
5/15/2025State of Wyoming678$106K0.0%+235.6%0.002%
5/15/2025Earnest Partners LLC895,406$140.60M0.7%+2.6%2.615%
5/14/2025Truvestments Capital LLC453$71K0.0%-73.1%0.001%
5/14/2025Ieq Capital LLC3,214$505K0.0%-78.1%0.009%
5/14/2025Keeley Teton Advisors LLC2,585$406K0.0%-24.3%0.008%
5/14/2025Jane Street Group LLC210,707$33.09M0.0%+399.9%0.615%
5/14/2025Corebridge Financial Inc.38,635$6.07M0.0%-14.3%0.113%
5/14/2025Comerica Bank21,128$3.32M0.0%+38.0%0.062%
5/14/2025Sunriver Management LLC314,069$49.32M6.1%+75.9%0.917%
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad)

Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside.

Get the name of Buffett’s likely gold target here
5/14/2025MetLife Investment Management LLC19,632$3.08M0.0%-13.1%0.057%
5/14/2025Jump Financial LLC2,600$408K0.0%N/A0.008%
5/14/2025Hotchkis & Wiley Capital Management LLC381,767$59.95M0.2%+79.5%1.115%
5/14/2025SVB Wealth LLC309$49K0.0%N/A0.001%
5/14/2025Northwestern Mutual Wealth Management Co.353$55K0.0%-34.9%0.001%
5/14/2025AlphaQuest LLC5,404$849K0.1%+711.4%0.016%
5/14/2025Ameriprise Financial Inc.236,626$37.16M0.0%-11.2%0.691%
5/14/2025EntryPoint Capital LLC1,703$267K0.1%-58.5%0.005%
5/14/2025Hsbc Holdings PLC638,563$99.07M0.1%+20,412.8%1.865%
5/14/2025Quantbot Technologies LP103,926$16.32M0.5%+678.9%0.303%
5/14/2025Wellington Management Group LLP539,460$84.71M0.0%-34.9%1.575%
5/13/2025Northern Trust Corp332,733$52.25M0.0%-7.2%0.972%
5/13/2025Brooklyn Investment Group422$66K0.0%+50.7%0.001%
5/13/2025Foyston Gordon & Payne Inc21,228$3.33M0.8%+8.0%0.062%
5/13/2025Algert Global LLC39,682$6.23M0.2%+58.7%0.116%
5/13/2025Roubaix Capital LLC19,902$3.13M1.6%-34.5%0.058%
5/13/2025Cambiar Investors LLC51,156$8.03M0.3%-10.6%0.149%
5/13/2025Raymond James Financial Inc.69,379$10.89M0.0%-2.3%0.203%
5/13/2025State of New Jersey Common Pension Fund D14,918$2.34M0.0%+1.6%0.044%
5/13/2025American Century Companies Inc.3,145$494K0.0%+10.8%0.009%
5/13/2025Brandywine Global Investment Management LLC30,569$4.80M0.0%+25.1%0.089%
5/13/2025Lyrical Asset Management LP826,188$129.73M2.0%+0.3%2.413%
5/13/2025Neuberger Berman Group LLC276,978$43.49M0.0%-22.5%0.809%
5/13/2025Caitong International Asset Management Co. Ltd1,281$201K0.1%N/A0.004%
5/13/2025Russell Investments Group Ltd.19,284$3.03M0.0%+191.2%0.056%
5/13/2025HighTower Advisors LLC5,770$906K0.0%-12.8%0.017%
5/12/2025Public Sector Pension Investment Board40,165$6.31M0.0%N/A0.117%
5/12/2025Nuveen LLC119,622$18.78M0.0%N/A0.349%
5/12/2025Aigen Investment Management LP11,500$1.81M0.3%N/A0.034%
5/12/2025Entropy Technologies LP23,494$3.69M0.4%+571.3%0.069%
5/12/2025Invesco Ltd.80,639$12.66M0.0%+29.6%0.235%
5/12/2025JPMorgan Chase & Co.1,068,104$167.71M0.0%-47.8%3.119%
5/12/2025Townsquare Capital LLC4,102$644K0.0%+5.4%0.012%
5/12/2025Zions Bancorporation National Association UT15,667$2.46M0.2%N/A0.046%
5/12/2025Swiss National Bank62,126$9.76M0.0%-23.0%0.181%
5/12/2025Maryland State Retirement & Pension System1,852$291K0.0%-12.5%0.005%
5/9/2025CenterBook Partners LP10,948$1.72M0.1%-85.0%0.032%
5/9/2025Deutsche Bank AG14,033$2.20M0.0%-31.0%0.041%
5/9/2025Charles Schwab Investment Management Inc.307,961$48.36M0.0%-2.8%0.899%
5/9/2025Primecap Management Co. CA303,190$47.61M0.0%-3.8%0.885%
5/9/2025Vanguard Group Inc.3,240,495$508.82M0.0%-14.2%9.463%
5/9/2025New Age Alpha Advisors LLC5,647$887K0.0%-37.3%0.016%
5/9/2025Factorial Partners LLC24,600$3.86M2.4%+115.8%0.072%
5/9/2025IQ EQ FUND MANAGEMENT IRELAND Ltd3,209$504K0.1%-10.2%0.009%
5/9/2025Blair William & Co. IL58,792$9.23M0.0%-52.6%0.172%
5/9/2025R Squared Ltd1,640$258K0.3%+3,180.0%0.005%
5/8/2025Commerce Bank3,265$513K0.0%-8.1%0.010%
5/8/2025US Bancorp DE2,636$414K0.0%-8.1%0.008%
5/8/2025Natixis Advisors LLC58,774$9.23M0.0%-3.5%0.172%
5/8/2025Clark Estates Inc. NY13,300$2.09M0.4%+8.4%0.039%
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad)

Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside.

Get the name of Buffett’s likely gold target here
5/8/2025XTX Topco Ltd13,869$2.18M0.1%N/A0.041%
5/8/2025GSA Capital Partners LLP5,679$892K0.1%-17.2%0.017%
5/8/2025Federated Hermes Inc.377,076$59.21M0.1%-6.5%1.101%
5/7/2025LPL Financial LLC30,667$4.82M0.0%+4.3%0.090%
5/6/2025Pacer Advisors Inc.2,706$425K0.0%-67.3%0.008%
5/6/2025Cetera Investment Advisers4,094$643K0.0%+40.4%0.012%
5/6/2025Royce & Associates LP3,680$578K0.0%-63.1%0.011%
5/6/2025Brookwood Investment Group LLC1,774$279K0.0%N/A0.005%
5/6/2025Legato Capital Management LLC1,567$246K0.0%-8.5%0.005%
5/6/2025Oak Thistle LLC2,495$392K0.1%N/A0.007%
(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, 479 institutional investors and hedge funds held shares of WEX. The most heavily invested institutionals were Janus Henderson Group PLC ($710.47M), BlackRock Inc. ($698.98M), Vanguard Group Inc. ($508.82M), Par Capital Management Inc. ($359.92M), Morgan Stanley ($350.19M), State Street Corp ($260.27M), and FMR LLC ($206.02M).Learn more on WEX's institutional investors.

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

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

Which institutional investors have been buying WEX's stock?

Of the 371 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: JPMorgan Chase & Co. ($1.10M), Norges Bank ($920.66K), Hsbc Holdings PLC ($690.61K), Millennium Management LLC ($357.84K), Jane Street Group LLC ($337.12K), Kodai Capital Management LP ($313.68K), and Ariel Investments LLC ($262.81K).

How much institutional buying is happening at WEX?

Institutional investors have bought a total of 7,605,788 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

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

Of the 206 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: Wellington Management Group LLP ($2.17M), JPMorgan Chase & Co. ($1.03M), Bessemer Group Inc. ($783.04K), Vanguard Group Inc. ($606.81K), FMR LLC ($380.39K), Focus Partners Wealth ($328.93K), and Brown Advisory Inc. ($235.99K).

How much institutional selling is happening at WEX?

Institutional investors have sold a total of 8,624,081 shares in the last 24 months. This volume of shares sold represents approximately $1.48B in transactions.


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This page (NYSE:WEX) was last updated on 7/10/2025 by MarketBeat.com Staff
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