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WEX (WEX) Institutional Ownership

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$196.59 -1.84 (-0.93%)
As of 08/28/2026 03:58 PM 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)
250
Total
Institutional Inflows
(last 12 months)
$2.92B
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$664.58M
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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
8/27/2026 Corient Private Wealth LP29,984$4.23M0.0%+110.4%0.088%
8/26/2026 Amundi14,784$2.09M0.0%-8.6%0.043%
8/26/2026 HighTower Advisors LLC4,275$603K0.0%-20.2%0.013%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al28,019$3.95M0.0%N/A0.082%
8/24/2026 California State Teachers Retirement System5,361,984$756.52M0.0%+13,928.9%15.734%
8/22/2026 AlphaGrep UK Ltd3,100$437K0.1%N/A0.009%
8/22/2026 Syon Capital LLC2,497$352K0.0%-52.0%0.007%
8/21/2026 Nykredit A S1,344$190K0.0%N/A0.004%
8/21/2026 Coppell Advisory Solutions LLC5,986$845K0.2%N/A0.018%
8/21/2026 Lone Peak Global Investors LLC127,062$17.93M2.5%+37.7%0.373%
8/20/2026 Two Sigma Securities LLC1,562$220K0.0%N/A0.005%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC119,877$16.91M0.0%-4.6%0.352%
8/19/2026 Hsbc Holdings PLC36,689$5.04M0.0%+2,250.4%0.108%
8/19/2026 Wellington Management Group LLP306,816$43.29M0.0%-0.2%0.900%
8/18/2026 Empowered Funds LLC36,137$5.10M0.0%N/A0.106%
8/18/2026 Formula Growth Ltd.8,200$1.16M0.4%N/A0.024%
8/18/2026 Public Employees Retirement System of Ohio42,395$5.98M0.0%N/A0.124%
8/17/2026 Corient Private Wealth LP26,895$3.80M0.0%N/A0.079%
8/17/2026 Bank of America Corp DE815,695$115.09M0.0%N/A2.393%
8/15/2026 Jupiter Topco LLC3,967,061$559.71M0.2%N/A11.640%
8/14/2026 Hsbc Holdings PLC36,689$5.04M0.0%N/A0.108%
8/14/2026 Primecap Management Co. CA54,660$7.71M0.0%N/A0.160%
8/14/2026 Palisade Capital Management LP12,616$1.78M0.1%N/A0.037%
8/14/2026 Canada Pension Plan Investment Board10,600$1.50M0.0%N/A0.031%
8/14/2026 Lakewood Capital Management LP200,968$28.36M1.5%N/A0.590%
8/14/2026 Legal & General Group Plc43,171$6.09M0.0%N/A0.127%
8/14/2026 The Manufacturers Life Insurance Company 24,664$3.48M0.0%N/A0.072%
8/14/2026 Sone Capital Management LLC26,285$3.71M0.3%N/A0.077%
8/14/2026 Algert Global LLC8,190$1.16M0.0%N/A0.024%
8/13/2026 Sanctuary Advisors LLC4,981$703K0.0%N/A0.015%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.38,186$5.39M0.0%N/A0.112%
8/13/2026 Bank of Nova Scotia4,200$593K0.0%N/A0.012%
8/12/2026 Foyston Gordon & Payne Inc31,162$4.40M0.9%N/A0.091%
8/12/2026 Commerce Bank3,964$559K0.0%N/A0.012%
8/12/2026 Northwestern Mutual Wealth Management Co.293$41K0.0%N/A0.001%
8/12/2026 Evolve Private Wealth LLC1,906$269K0.0%N/A0.006%
8/12/2026 Martin & Co. Inc. TN17,690$2.50M0.4%N/A0.052%
8/12/2026 William Blair Investment Management LLC2,943$415K0.0%N/A0.009%
8/12/2026 EP Wealth Advisors LLC2,810$396K0.0%N/A0.008%
8/12/2026 Callan Family Office LLC6,016$849K0.0%N/A0.018%
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8/11/2026 Aurora Investment Counsel4,006$565K0.3%N/A0.012%
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%
6/18/2026 Pacer Advisors Inc.3,955$605K0.0%-3.7%0.011%
6/3/2026 NewEdge Advisors LLC1,583$242K0.0%+679.8%0.005%
5/21/2026 Essential Partners LLC1,451$222K0.1%+20.5%0.004%
5/20/2026 Arete Wealth Advisors LLC22,875$3.50M0.2%N/A0.066%
5/19/2026 Turtle Creek Asset Management Inc.669,335$102.44M3.8%+58.5%1.931%
5/19/2026 Bank of America Corp DE823,681$126.06M0.0%+13.6%2.376%
5/19/2026 Intrinsic 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%
5/19/2026 Bull Harbor Capital LLC2,977$456K0.1%N/A0.009%
5/19/2026 Arete Wealth Advisors LLC22,875$3.50M0.2%N/A0.066%
5/18/2026 Amundi16,172$2.48M0.0%+10.4%0.047%
5/18/2026 EverSource Wealth Advisors LLC1,502$230K0.0%+38.2%0.004%
5/18/2026 California 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 Company26,216$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%
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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%


WEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 475 institutional investors and hedge funds held shares of WEX. The most heavily invested institutionals were California State Teachers Retirement System ($756.52M), Janus Henderson Group PLC ($599.31M), Jupiter Topco LLC ($559.71M), Vanguard Group Inc. ($480.07M), BlackRock Inc. ($446.83M), Par Capital Management Inc. ($335.50M), and Morgan Stanley ($314.51M).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: California State Teachers Retirement System ($5.33M), Jupiter Topco LLC ($3.97M), BlackRock Inc. ($3.17M), Boston Partners ($2.72M), Norges Bank ($1.09M), JPMorgan Chase & Co. ($1.07M), and Bank of America Corp DE ($1.06M).

Institutional investors have bought a total of 20,264,787 shares in the last 24 months. This purchase volume represents approximately $2.92B in transactions.

Of the 147 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), Morgan Stanley ($620.57K), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($360.22K), Hawk Ridge Capital Management LP ($290.80K), Barclays PLC ($266.97K), Sunriver Management LLC ($158.36K), and Ameriprise Financial Inc. ($86.86K).

Institutional investors have sold a total of 4,305,279 shares in the last 24 months. This volume of shares sold represents approximately $664.58M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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