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WEX (WEX) Institutional Ownership

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$179.08 -1.83 (-1.01%)
(As of 11/15/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for WEX (NYSE:WEX)

Current
Institutional Ownership
Percentage
97.47%
Number of
Institutional Buyers
(last 12 months)
194
Total
Institutional Inflows
(last 12 months)
$717.81M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$517.48M
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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
11/16/2024 Geode Capital Management LLC693,297$145.44M0.0%-0.8%1.743%
11/15/2024Foyston Gordon & Payne Inc19,520$4.09M1.0%+878.0%0.049%
11/15/2024Bullseye Asset Management LLC10,875$2.28M1.1%+29.9%0.027%
11/15/2024Barclays PLC21,535$4.52M0.0%+38.4%0.054%
11/15/2024Public Employees Retirement System of Ohio15,158$3.18M0.0%-6.4%0.038%
11/15/2024 XTX Topco Ltd13,344$2.80M0.2%+958.2%0.034%
11/15/2024EP Wealth Advisors LLC1,198$251K0.0%N/A0.003%
11/15/2024 Wellington Management Group LLP2,607,160$546.80M0.1%-3.7%6.554%
11/15/2024 Sora Investors LLC22,630$4.75M0.8%N/A0.057%
11/15/2024 State Street Corp1,240,953$260.27M0.0%+0.3%3.120%
11/15/2024 SageView Advisory Group LLC1,619$340K0.0%-89.6%0.004%
11/15/2024 Quantinno Capital Management LP13,868$2.91M0.0%+19.7%0.035%
11/15/2024 Portolan Capital Management LLC26,870$5.64M0.4%+108.9%0.068%
11/15/2024 Incline Global Management LLC50,626$10.62M4.7%-20.6%0.127%
11/15/2024 Janus Henderson Group PLC4,163,678$873.25M0.4%+0.6%10.467%
11/15/2024 Hotchkis & Wiley Capital Management LLC175,690$36.85M0.1%+82.2%0.442%
11/15/2024 HighTower Advisors LLC6,436$1.35M0.0%+79.5%0.016%
11/15/2024 Holocene Advisors LP40,862$8.57M0.0%+39.6%0.103%
11/15/2024 Bamco Inc. NY243,500$51.07M0.1%-4.0%0.612%
11/14/2024 Edgestream Partners L.P.3,464$727K0.0%N/A0.009%
11/14/2024 Verition Fund Management LLC14,089$2.96M0.0%+474.4%0.035%
11/14/2024 Captrust Financial Advisors3,485$731K0.0%+191.9%0.009%
11/14/2024 Walleye Capital LLC22,049$4.62M0.0%-60.6%0.055%
11/14/2024 Isthmus Partners LLC1,778$373K0.0%N/A0.004%
11/14/2024 PEAK6 Investments LLC19,822$4.16M0.0%N/A0.050%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC174,437$36.59M0.0%+17.8%0.439%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 9,101$1.91M0.0%-1.5%0.023%
11/14/2024 MetLife Investment Management LLC21,405$4.49M0.0%-3.8%0.054%
11/13/2024 Clark Estates Inc. NY13,750$2.88M0.5%-7.4%0.035%
11/13/2024 Bridgewater Associates LP9,152$1.92M0.0%-89.4%0.023%
11/13/2024 Townsquare Capital LLC4,296$901K0.0%+22.6%0.011%
11/13/2024 BNP Paribas Financial Markets4,215$884K0.0%-44.1%0.011%
11/13/2024 Brooklyn Investment Group280$59K0.0%N/A0.001%
11/13/2024 FMR LLC1,555,507$326.24M0.0%+8.8%3.910%
11/13/2024 The Manufacturers Life Insurance Company 38,149$8.00M0.0%-5.3%0.096%
11/13/2024 Bank of Montreal Can12,438$2.60M0.0%+68.3%0.031%
11/13/2024 Hancock Whitney Corp2,479$520K0.0%-2.7%0.006%
11/13/2024 Truvestments Capital LLC1,608$337K0.1%-16.3%0.004%
11/13/2024 Loomis Sayles & Co. L P308,065$64.61M0.1%+5.7%0.774%
11/13/2024Fisher Asset Management LLC30,840$6.47M0.0%+25.0%0.078%
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11/12/2024 Westfield Capital Management Co. LP145,094$30.43M0.1%-38.9%0.365%
11/12/2024 Sompo Asset Management Co. Ltd.1,570$329K0.1%N/A0.004%
11/12/2024 Penserra Capital Management LLC56,926$11.94M0.3%-4.4%0.143%
11/12/2024 Algert Global LLC8,380$1.76M0.0%-59.4%0.021%
11/12/2024 Cerity Partners LLC3,372$707K0.0%-7.9%0.008%
11/12/2024 Charles Schwab Investment Management Inc.314,438$65.95M0.0%-6.9%0.790%
11/12/2024 Thompson Siegel & Walmsley LLC55,503$11.64M0.2%-17.1%0.140%
11/9/2024 Primecap Management Co. CA291,590$61.16M0.0%-29.6%0.733%
11/9/2024 Intech Investment Management LLC1,305$274K0.0%-72.0%0.003%
11/8/2024 Factorial Partners LLC10,700$2.24M1.3%N/A0.027%
11/8/2024 Jennison Associates LLC178,048$37.34M0.0%-43.5%0.448%
11/8/2024 Commerce Bank3,624$760K0.0%+1.7%0.009%
11/8/2024 Premier Fund Managers Ltd300,000$62.75M2.2%+18.1%0.754%
11/8/2024 PNC Financial Services Group Inc.10,630$2.23M0.0%+21.6%0.027%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG17,799$3.73M0.0%N/A0.045%
11/7/2024 Pathstone Holdings LLC7,952$1.67M0.0%-2.3%0.020%
11/7/2024 Swiss National Bank81,826$17.16M0.0%-0.2%0.206%
11/7/2024 Thrivent Financial for Lutherans9,652$2.02M0.0%-4.7%0.024%
11/6/2024 Mutual of America Capital Management LLC22,205$4.66M0.0%-7.4%0.056%
11/6/2024 Natixis Advisors LLC68,539$14.38M0.0%+300.4%0.172%
11/6/2024 Royce & Associates LP9,970$2.09M0.0%-47.4%0.025%
11/6/2024 Cornercap Investment Counsel Inc.2,105$441K0.1%-54.0%0.005%
11/6/2024 Zions Bancorporation N.A.12,333$2.59M0.2%+18.0%0.031%
11/6/2024 KBC Group NV1,187$249K0.0%+13.0%0.003%
11/6/2024 Oppenheimer Asset Management Inc.14,280$3.00M0.0%+290.7%0.036%
11/5/2024 Victory Capital Management Inc.7,865$1.65M0.0%-10.5%0.020%
11/5/2024 New South Capital Management Inc.55,459$11.63M0.5%-2.8%0.139%
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd34,770$7.29M0.2%+2.0%0.087%
11/5/2024 GSA Capital Partners LLP3,529$740K0.1%-25.3%0.009%
11/5/2024 WCM Investment Management LLC113,223$23.68M0.1%-1.0%0.285%
11/4/2024 Versor Investments LP2,184$458K0.1%-59.4%0.005%
11/4/2024 Venturi Wealth Management LLC150$31K0.0%+206.1%0.000%
11/4/2024 Weil Company Inc.10,728$2.25M0.7%-18.5%0.027%
11/4/2024 State of New Jersey Common Pension Fund D14,683$3.08M0.0%-4.8%0.037%
11/4/2024 Crossmark Global Holdings Inc.3,218$675K0.0%+21.6%0.008%
11/4/2024 TimesSquare Capital Management LLC276,412$57.97M0.9%-3.8%0.695%
11/2/2024 Covestor Ltd277$58K0.0%+47.3%0.001%
11/1/2024 Atria Investments Inc6,528$1.37M0.0%+289.0%0.016%
11/1/2024 Verdence Capital Advisors LLC20,197$4.24M0.3%+76.1%0.051%
11/1/2024 Lifestyle Asset Management Inc.4,913$1.03M0.6%+9.9%0.012%
10/31/2024 Principal Financial Group Inc.95,210$19.97M0.0%-31.8%0.239%
10/30/2024 Wisconsin Capital Management LLC33,675$7.06M3.7%+15.0%0.085%
10/30/2024 River Road Asset Management LLC720,465$151.10M2.0%+5.0%1.811%
10/30/2024 Amalgamated Bank19,686$4.13M0.0%-21.1%0.049%
10/30/2024 QRG Capital Management Inc.1,046$219K0.0%N/A0.003%
10/29/2024 Harbor Capital Advisors Inc.24,869$5.22M0.2%+111.4%0.063%
10/28/2024 Cambiar Investors LLC65,029$13.64M0.5%+0.2%0.163%
10/28/2024 New York State Common Retirement Fund127,570$26.76M0.0%+328.6%0.321%
10/28/2024 Stephens Inc. AR12,258$2.57M0.0%-0.8%0.031%
10/28/2024 Oak Ridge Investments LLC16,188$3.40M0.3%-2.9%0.041%
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10/28/2024 Rice Hall James & Associates LLC154,033$32.31M1.7%+672.7%0.387%
10/28/2024 Deroy & Devereaux Private Investment Counsel Inc.11,105$2.33M0.1%N/A0.028%
10/28/2024 US Bancorp DE2,840$596K0.0%-2.2%0.007%
10/28/2024 HM Payson & Co.149,341$31.32M0.5%+61.3%0.375%
10/25/2024 1620 Investment Advisors Inc.188$39K0.0%-58.3%0.000%
10/25/2024 First Trust Direct Indexing L.P.1,573$330K0.0%+10.5%0.004%
10/25/2024 New York State Teachers Retirement System50,337$10.56M0.0%-4.2%0.123%
10/25/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA909,989$190.85M1.7%-0.5%2.215%
10/24/2024 State of Alaska Department of Revenue4,771$1M0.0%+2.9%0.012%
10/24/2024 GHP Investment Advisors Inc.10,581$2.22M0.1%-1.7%0.026%
(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, 402 institutional investors and hedge funds held shares of WEX. The most heavily invested institutionals were Vanguard Group Inc. ($975.96M), Janus Henderson Group PLC ($873.25M), BlackRock Inc. ($698.98M), Wellington Management Group LLP ($546.80M), Impactive Capital LP ($387.26M), Par Capital Management Inc. ($359.92M), and Morgan Stanley ($350.19M).Learn more on WEX's institutional investors.

What percentage of WEX stock is owned by institutional investors?

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

Which institutional investors have been buying WEX stock?

Of the 314 institutional investors that purchased WEX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: River Road Asset Management LLC ($594.44K), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($488.71K), Norges Bank ($461.29K), TimesSquare Capital Management LLC ($287.73K), Kodai Capital Management LP ($255.72K), FMR LLC ($193.25K), and Panagora Asset Management Inc. ($190.07K).

How much institutional buying is happening at WEX?

Institutional investors have bought a total of 7,881,037 shares in the last 24 months. This purchase volume represents approximately $1.47B in transactions.

Which WEX major shareholders have been selling company stock?

Of the 233 institutional investors that sold WEX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($515.39K), Jennison Associates LLC ($358.93K), Anomaly Capital Management LP ($333.49K), Premier Fund Managers Ltd ($247.79K), Primecap Management Co. CA ($194.74K), Bank of New York Mellon Corp ($194.44K), and Panagora Asset Management Inc. ($189.09K).

How much institutional selling is happening at WEX?

Institutional investors have sold a total of 5,528,675 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.


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This page (NYSE:WEX) was last updated on 11/17/2024 by MarketBeat.com Staff
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