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WEX (WEX) Institutional Ownership

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$172.83 -1.58 (-0.91%)
Closing price 03:59 PM Eastern
Extended Trading
$172.37 -0.46 (-0.27%)
As of 07:30 PM 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)
251
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$665.59M
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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
10/9/2026GAMMA Investing LLC906$153K0.0%+12.5%0.003%
10/8/2026Farther Finance Advisors LLC519$88K0.0%+65.3%0.002%
10/8/2026Artemis Investment Management LLP13,201$2.23M0.0%+21.0%0.039%
10/7/2026Bath Savings Trust Co2,880$486K0.1%-16.9%0.008%
9/9/2026Tidal Investments LLC6,868$969K0.0%+62.5%0.020%
9/9/2026MCF Advisors LLC784$111K0.0%-35.6%0.002%
9/9/2026WINTON GROUP Ltd35,308$4.98M0.2%N/A0.104%
9/9/2026Engineers Gate Manager LP9,768$1.38M0.0%N/A0.029%
9/9/2026Integrated Wealth Concepts LLC673$95K0.0%-88.9%0.002%
9/9/2026Squarepoint Ops LLC18,537$2.62M0.0%-27.9%0.054%
9/8/2026Arizona State Retirement System9,087$1.28M0.0%+1.5%0.027%
9/8/2026Nykredit A S1,344$190K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP29,984$4.23M0.0%+110.4%0.088%
8/26/2026Amundi14,784$2.09M0.0%-8.6%0.043%
8/26/2026HighTower Advisors LLC4,275$603K0.0%-20.2%0.013%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al28,019$3.95M0.0%N/A0.082%
8/22/2026AlphaGrep UK Ltd3,100$437K0.1%N/A0.009%
8/22/2026Syon Capital LLC2,497$352K0.0%-52.0%0.007%
8/21/2026Nykredit A S1,344$190K0.0%N/A0.004%
8/21/2026Coppell Advisory Solutions LLC5,986$845K0.2%N/A0.018%
8/21/2026Lone Peak Global Investors LLC127,062$17.93M2.5%+37.7%0.373%
8/20/2026Two Sigma Securities LLC1,562$220K0.0%N/A0.005%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC119,877$16.91M0.0%-4.6%0.352%
8/19/2026Hsbc Holdings PLC36,689$5.04M0.0%+2,250.4%0.108%
8/19/2026Wellington Management Group LLP306,816$43.29M0.0%-0.2%0.900%
8/18/2026Empowered Funds LLC36,137$5.10M0.0%N/A0.106%
8/18/2026Formula Growth Ltd.8,200$1.16M0.4%N/A0.024%
8/18/2026Public Employees Retirement System of Ohio42,395$5.98M0.0%N/A0.124%
8/17/2026Corient Private Wealth LP26,895$3.80M0.0%N/A0.079%
8/17/2026Bank of America Corp DE815,695$115.09M0.0%N/A2.393%
8/15/2026Jupiter Topco LLC3,967,061$559.71M0.2%N/A11.640%
8/14/2026Hsbc Holdings PLC36,689$5.04M0.0%N/A0.108%
8/14/2026Primecap Management Co. CA54,660$7.71M0.0%N/A0.160%
8/14/2026Palisade Capital Management LP12,616$1.78M0.1%N/A0.037%
8/14/2026Canada Pension Plan Investment Board10,600$1.50M0.0%N/A0.031%
8/14/2026Lakewood Capital Management LP200,968$28.36M1.5%N/A0.590%
8/14/2026Legal & General Group Plc43,171$6.09M0.0%N/A0.127%
8/14/2026The Manufacturers Life Insurance Company24,664$3.48M0.0%N/A0.072%
8/14/2026Sone Capital Management LLC26,285$3.71M0.3%N/A0.077%
8/14/2026Algert Global LLC8,190$1.16M0.0%N/A0.024%
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8/13/2026Sanctuary Advisors LLC4,981$703K0.0%N/A0.015%
8/13/2026Connor Clark & Lunn Investment Management Ltd.38,186$5.39M0.0%N/A0.112%
8/13/2026Bank of Nova Scotia4,200$593K0.0%N/A0.012%
8/12/2026Foyston Gordon & Payne Inc31,162$4.40M0.9%N/A0.091%
8/12/2026Commerce Bank3,964$559K0.0%N/A0.012%
8/12/2026Northwestern Mutual Wealth Management Co.293$41K0.0%N/A0.001%
8/12/2026Evolve Private Wealth LLC1,906$269K0.0%N/A0.006%
8/12/2026Martin & Co. Inc. TN17,690$2.50M0.4%N/A0.052%
8/12/2026William Blair Investment Management LLC2,943$415K0.0%N/A0.009%
8/12/2026EP Wealth Advisors LLC2,810$396K0.0%N/A0.008%
8/12/2026Callan Family Office LLC6,016$849K0.0%N/A0.018%
8/11/2026Aurora Investment Counsel4,006$565K0.3%N/A0.012%
8/7/2026BlackRock Inc.3,167,005$446.83M0.0%N/A9.292%
8/7/2026Deutsche Bank AG10,662$1.50M0.0%N/A0.031%
8/7/2026Rice Hall James & Associates LLC178,606$25.20M1.2%N/A0.524%
8/6/2026Global Retirement Partners LLC184$26K0.0%N/A0.001%
8/6/2026Wilkinson Global Asset Management LLC2,450$346K0.0%N/A0.007%
8/6/2026Bank of New York Mellon Corp217,396$30.67M0.0%N/A0.638%
8/6/2026State of Wyoming927$131K0.0%N/A0.003%
8/5/2026Bridgewater Advisors Inc.1,312$236K0.0%N/A0.004%
8/3/2026Oppenheimer Asset Management Inc.15,379$2.17M0.0%N/A0.045%
8/3/2026Dockside LLC4,276$603K0.1%N/A0.013%
7/10/2026Handelsbanken Fonder AB11,544$1.63M0.0%-5.7%0.033%
7/8/2026Assenagon Asset Management S.A.1,472$208K0.0%N/A0.004%
7/7/2026GAMMA 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%
5/18/2026EverSource 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%
5/15/2026Rice 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%
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5/14/2026Renaissance Technologies LLC1,900$291K0.0%N/A0.005%
5/14/2026Gabelli Funds LLC2,027$310K0.0%-25.0%0.006%
5/14/2026Public Employees Retirement System of Ohio19,579$3.00M0.0%+17.1%0.056%
5/14/2026Compound 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%
5/14/2026Lido Advisors LLC1,319$202K0.0%N/A0.004%
5/14/2026State of Wyoming2,364$362K0.0%-56.4%0.007%
5/13/2026Cetera Investment Advisers4,379$670K0.0%-30.7%0.013%


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), Jupiter Topco LLC ($559.71M), Vanguard Group Inc. ($480.07M), BlackRock Inc. ($446.83M), Par Capital Management Inc. ($335.50M), Morgan Stanley ($314.51M), and Boston Partners ($215.96M).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: Jupiter Topco LLC ($3.97M), BlackRock Inc. ($3.17M), Boston Partners ($2.72M), Norges Bank ($1.09M), JPMorgan Chase & Co. ($1.07M), Bank of America Corp DE ($1.06M), and AQR Capital Management LLC ($1.00M).

Institutional investors have bought a total of 14,990,848 shares in the last 24 months. This purchase volume represents approximately $2.18B 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 4,312,766 shares in the last 24 months. This volume of shares sold represents approximately $665.59M in transactions.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
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