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WEX (WEX) Institutional Ownership

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$127.36 -0.32 (-0.25%)
Closing price 04/15/2025 03:59 PM Eastern
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$129.00 +1.64 (+1.29%)
As of 04/15/2025 05:41 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)
242
Total
Institutional Inflows
(last 12 months)
$980.29M
Number of
Institutional Sellers
(last 12 months)
196
Total
Institutional Outflows
(last 12 months)
$1.10B
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WEX Institutional Buying and Selling by Quarter

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WEX Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Net Worth Advisory Group2,053$322K0.1%+54.4%0.006%
4/15/2025Fifth Third Bancorp7,468$1.17M0.0%-15.0%0.022%
4/15/2025Handelsbanken Fonder AB10,344$1.62M0.0%-87.1%0.030%
4/15/2025SG Americas Securities LLC1,776$279K0.0%N/A0.005%
4/15/2025 GAMMA Investing LLC440$69K0.0%+78.1%0.001%
4/14/2025 Yousif Capital Management LLC13,615$2.14M0.0%-2.8%0.040%
4/14/2025 Harbor Capital Advisors Inc.34,557$5.43M0.2%+86.7%0.101%
4/14/2025 Farther Finance Advisors LLC272$44K0.0%+161.5%0.001%
4/11/2025 Radnor Capital Management LLC5,575$875K0.1%+195.0%0.016%
4/11/2025 Eagle Rock Investment Company LLC10,205$1.60M0.3%+95.0%0.030%
4/11/2025 Procyon Advisors LLC3,199$502K0.0%-3.6%0.009%
4/10/2025 Lifestyle Asset Management Inc.5,257$825K0.5%+7.8%0.014%
4/10/2025 Hennion & Walsh Asset Management Inc.3,208$504K0.0%-2.6%0.008%
4/8/2025 Rhumbline Advisers114,941$18.05M0.0%-4.6%0.296%
4/8/2025 Boit C F David2,000$314K0.2%-14.5%0.005%
4/7/2025 GAMMA Investing LLC69,089$10.85M0.0%+27,871.3%0.178%
4/7/2025 Bath Savings Trust Co12,802$2.01M0.2%-38.9%0.033%
3/18/2025California State Teachers Retirement System38,339$6.72M0.0%-3.2%0.099%
3/17/2025Wealth Enhancement Advisory Services LLC12,769$2.24M0.0%+298.0%0.033%
2/19/2025Public Employees Retirement System of Ohio13,926$2.44M0.0%-8.1%0.035%
2/18/2025Investment Management Corp VA ADV144$25K0.0%N/A0.000%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC193,971$34.01M0.0%+11.2%0.488%
2/17/2025Williams Jones Wealth Management LLC.103,238$18.10M0.2%-4.7%0.260%
2/17/2025Vident Advisory LLC8,497$1.49M0.0%+4.3%0.021%
2/17/2025Squarepoint Ops LLC4,073$714K0.0%-8.4%0.010%
2/17/2025Twinbeech Capital LP11,690$2.05M0.0%N/A0.029%
2/17/2025Two Sigma Investments LP1,227$215K0.0%-92.5%0.003%
2/17/2025Tidal Investments LLC5,129$899K0.0%+42.5%0.013%
2/17/2025State of Wyoming202$35K0.0%N/A0.001%
2/17/2025Snowden Capital Advisors LLC1,976$346K0.0%-9.0%0.005%
2/17/2025ProShare Advisors LLC1,862$326K0.0%-48.0%0.005%
2/17/2025Quantinno Capital Management LP12,905$2.26M0.0%-6.9%0.032%
2/17/2025Man Group plc51,104$8.96M0.0%N/A0.128%
2/17/2025Nomura Holdings Inc.5,279$926K0.0%N/A0.013%
2/17/2025Nuveen Asset Management LLC122,977$21.56M0.0%-2.5%0.309%
2/17/2025Numerai GP LLC9,288$1.63M0.4%N/A0.023%
2/17/2025Occudo Quantitative Strategies LP1,259$221K0.0%N/A0.003%
2/17/2025Millennium Management LLC54,823$9.61M0.0%-41.6%0.138%
2/17/2025Lazard Asset Management LLC7,422$1.30M0.0%+14.9%0.019%
2/17/2025Logan Capital Management Inc.9,146$1.60M0.1%-7.3%0.023%
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2/17/2025Laird Norton Wetherby Wealth Management LLC1,168$205K0.0%+17.5%0.003%
2/17/2025Invenomic Capital Management LP95,123$16.68M0.8%N/A0.239%
2/17/2025Janus Henderson Group PLC4,052,379$710.47M0.4%-2.7%10.187%
2/17/2025Gotham Asset Management LLC104,898$18.39M0.2%+16.6%0.264%
2/17/2025Focus Partners Wealth4,843$849K0.0%-98.5%0.012%
2/17/2025Foyston Gordon & Payne Inc19,657$3.45M0.9%+0.7%0.049%
2/17/2025Ensign Peak Advisors Inc14,303$2.51M0.0%-8.8%0.036%
2/17/2025Ethic Inc.1,333$234K0.0%-41.4%0.003%
2/17/2025Deutsche Bank AG20,324$3.56M0.0%+48.9%0.051%
2/17/2025D. E. Shaw & Co. Inc.201,922$35.40M0.0%+1,684.2%0.508%
2/17/2025EP Wealth Advisors LLC1,356$238K0.0%+13.2%0.003%
2/17/2025Cresset Asset Management LLC1,167$205K0.0%-84.2%0.003%
2/17/2025Crestline Management LP9,105$1.60M0.1%N/A0.023%
2/17/2025Cetera Investment Advisers2,915$511K0.0%-21.7%0.007%
2/17/2025Centiva Capital LP2,274$399K0.0%N/A0.006%
2/17/2025Captrust Financial Advisors4,271$749K0.0%+22.6%0.011%
2/17/2025Brown Advisory Inc.276,639$48.50M0.1%-46.0%0.695%
2/17/2025Bamco Inc. NY203,300$35.64M0.1%-16.5%0.511%
2/17/2025Beverly Hills Private Wealth LLC1,742$305K0.1%-9.5%0.004%
2/17/2025BNP Paribas Financial Markets6,825$1.20M0.0%+61.9%0.017%
2/17/2025Ameriprise Financial Inc.266,344$46.70M0.0%-20.3%0.670%
2/17/2025Algert Global LLC25,002$4.38M0.1%+198.4%0.063%
2/17/2025Ariel Investments LLC318,272$55.80M0.6%+113.0%0.800%
2/17/2025AXA S.A.13,291$2.33M0.0%-37.9%0.033%
2/14/2025Freestone Grove Partners LP7,234$1.27M0.0%N/A0.018%
2/14/2025Comerica Bank15,306$2.68M0.0%-43.8%0.038%
2/14/2025Utah Retirement Systems6,522$1.14M0.0%-4.4%0.016%
2/14/2025Schonfeld Strategic Advisors LLC1,546$271K0.0%N/A0.004%
2/14/2025AQR Capital Management LLC151,125$26.12M0.0%+5,562.2%0.380%
2/14/2025Northern Trust Corp358,371$62.83M0.0%+16.8%0.901%
2/14/2025The Manufacturers Life Insurance Company 35,497$6.21M0.0%-7.0%0.089%
2/14/2025Tudor Investment Corp ET AL54,185$9.50M0.0%+36.4%0.136%
2/14/2025Earnest Partners LLC872,734$153.01M0.7%+1.0%2.194%
2/14/2025Aquatic Capital Management LLC27,242$4.78M0.1%N/A0.068%
2/14/2025Susquehanna Fundamental Investments LLC41,514$7.28M0.1%N/A0.104%
2/14/2025Coldstream Capital Management Inc.1,504$264K0.0%-18.0%0.004%
2/14/2025Bullseye Asset Management LLC10,742$1.88M0.9%-1.2%0.027%
2/14/2025Snyder Capital Management L P151,625$26.58M0.6%+48.4%0.381%
2/14/2025Two Sigma Securities LLC1,698$298K0.0%N/A0.004%
2/14/2025Hancock Whitney Corp1,275$224K0.0%-48.6%0.003%
2/14/2025Voya Investment Management LLC6,008$1.05M0.0%-28.5%0.015%
2/14/2025Freshford Capital Management LLC71,499$12.54M3.6%-62.7%0.180%
2/14/2025Price T Rowe Associates Inc. MD67,231$11.79M0.0%-5.3%0.169%
2/14/2025Pinebridge Investments L.P.17,091$3.00M0.0%+42.7%0.043%
2/14/2025Dark Forest Capital Management LP3,393$595K0.1%N/A0.009%
2/14/2025Quantessence Capital LLC1,788$313K0.1%N/A0.004%
2/14/2025Hsbc Holdings PLC3,113$547K0.0%+140.4%0.008%
2/14/2025State of Tennessee Department of Treasury16,831$2.95M0.0%-2.7%0.042%
2/14/2025Tower Research Capital LLC TRC 4,375$767K0.0%+49.8%0.011%
2/14/2025Teachers Retirement System of The State of Kentucky19,416$3.40M0.0%-12.1%0.049%
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2/14/2025MetLife Investment Management LLC22,586$3.96M0.0%+5.5%0.057%
2/14/2025Natixis6,339$1.11M0.0%N/A0.016%
2/14/2025First Trust Advisors LP1,674$293K0.0%-49.1%0.004%
2/14/2025Dimensional Fund Advisors LP602,693$105.65M0.0%+3.1%1.515%
2/14/2025Commerce Bank3,554$623K0.0%-1.9%0.009%
2/13/2025Marshall Wace LLP56,756$9.95M0.0%-26.8%0.143%
2/13/2025PEAK6 LLC4,409$773K0.0%N/A0.011%
2/13/2025Keeley Teton Advisors LLC3,413$598K0.1%-7.2%0.009%
2/13/2025Montag & Caldwell LLC4,868$853K0.2%-3.6%0.012%
2/13/2025Sunriver Management LLC178,579$31.31M3.7%-32.5%0.449%
(Data available from 1/1/2016 forward)

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WEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEX shares?

During the previous two years, 466 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. ($662.35M), Impactive Capital LP ($387.26M), Par Capital Management Inc. ($359.92M), JPMorgan Chase & Co. ($358.81M), 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 364 institutional investors that purchased WEX 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), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($339.24K), Kodai Capital Management LP ($255.72K), River Road Asset Management LLC ($239.52K), FMR LLC ($193.25K), and D. E. Shaw & Co. Inc. ($190.61K).

How much institutional buying is happening at WEX?

Institutional investors have bought a total of 9,710,420 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

Which WEX major shareholders have been selling company stock?

Of the 269 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 ($2.29M), FMR LLC ($551.97K), Jennison Associates LLC ($358.93K), Focus Partners Wealth ($327.82K), Brown Advisory Inc. ($250.61K), Bessemer Group Inc. ($210.56K), and Primecap Management Co. CA ($194.74K).

How much institutional selling is happening at WEX?

Institutional investors have sold a total of 8,639,807 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.


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This page (NYSE:WEX) was last updated on 4/16/2025 by MarketBeat.com Staff
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