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WEX (WEX) Institutional Ownership

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$184.40 +0.68 (+0.37%)
As of 01/17/2025 03:59 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)
198
Total
Institutional Inflows
(last 12 months)
$688.03M
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$505.67M
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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
1/17/2025Inspire Investing LLC2,501$438K0.0%+12.8%0.006%
1/16/2025Crossmark Global Holdings Inc.2,444$429K0.0%-24.1%0.006%
1/16/2025UMB Bank n.a.261$46K0.0%+552.5%0.001%
1/15/2025 Oak Ridge Investments LLC15,653$2.74M0.2%-3.3%0.039%
1/15/2025 J2 Capital Management Inc1,688$296K0.3%N/A0.004%
1/15/2025 Trust Co. of Vermont1,424$250K0.0%+239.9%0.004%
1/15/2025 Merit Financial Group LLC1,143$200K0.0%N/A0.003%
1/15/2025 Procyon Advisors LLC3,317$582K0.0%-10.1%0.008%
1/15/2025 Empirical Asset Management LLC2,275$399K0.0%N/A0.006%
1/15/2025 Eagle Rock Investment Company LLC5,234$918K0.2%N/A0.013%
1/15/2025 Hennion & Walsh Asset Management Inc.3,292$577K0.0%+16.0%0.008%
1/14/2025 Burney Co.1,264$222K0.0%-92.4%0.003%
1/14/2025 Radnor Capital Management LLC1,890$331K0.1%N/A0.005%
1/14/2025 Assenagon Asset Management S.A.6,663$1.17M0.0%N/A0.017%
1/14/2025 Fifth Third Wealth Advisors LLC5,280$926K0.1%+265.1%0.013%
1/14/2025 Mendota Financial Group LLC150$26K0.0%-46.4%0.000%
1/10/2025 Harbor Capital Advisors Inc.18,508$3.25M0.1%-25.6%0.047%
1/8/2025 First Hawaiian Bank2,933$514K0.0%-7.4%0.007%
1/7/2025 Bath Savings Trust Co20,960$3.68M0.4%-14.7%0.053%
1/7/2025 Diversified Trust Co1,294$227K0.0%-53.8%0.003%
12/26/2024JPMorgan Chase & Co.994,527$208.58M0.0%-5.4%2.500%
12/19/2024Principal Financial Group Inc.95,210$19.97M0.0%-31.8%0.239%
12/6/2024Logan Capital Management Inc.9,870$2.07M0.1%-1.8%0.025%
12/6/2024Retirement Systems of Alabama76,807$16.11M0.1%-2.3%0.193%
11/25/2024Tidal Investments LLC3,600$755K0.0%-32.4%0.009%
11/25/2024Wilmington Savings Fund Society FSB169$35K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC11,955$2.51M0.1%N/A0.030%
11/25/2024Sanctuary Advisors LLC4,760$998K0.0%+112.4%0.012%
11/18/2024Rehmann Capital Advisory Group1,196$251K0.0%N/A0.003%
11/18/2024Teachers Retirement System of The State of Kentucky22,090$4.63M0.0%-4.7%0.056%
11/18/2024Coldstream Capital Management Inc.1,835$377K0.0%+11.6%0.005%
11/16/2024Geode 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%
11/15/2024XTX Topco Ltd13,344$2.80M0.2%+958.2%0.034%
11/15/2024EP Wealth Advisors LLC1,198$251K0.0%N/A0.003%
11/15/2024Wellington Management Group LLP2,607,160$546.80M0.1%-3.7%6.554%
11/15/2024Sora Investors LLC22,630$4.75M0.8%N/A0.057%
11/15/2024State Street Corp1,240,953$260.27M0.0%+0.3%3.120%
11/15/2024SageView Advisory Group LLC1,619$340K0.0%-89.6%0.004%
11/15/2024Quantinno Capital Management LP13,868$2.91M0.0%+19.7%0.035%
11/15/2024Portolan Capital Management LLC26,870$5.64M0.4%+108.9%0.068%
11/15/2024Incline Global Management LLC50,626$10.62M4.7%-20.6%0.127%
11/15/2024Janus Henderson Group PLC4,163,678$873.25M0.4%+0.6%10.467%
11/15/2024Hotchkis & Wiley Capital Management LLC175,690$36.85M0.1%+82.2%0.442%
11/15/2024HighTower Advisors LLC6,436$1.35M0.0%+79.5%0.016%
11/15/2024Holocene Advisors LP40,862$8.57M0.0%+39.6%0.103%
11/15/2024Bamco Inc. NY243,500$51.07M0.1%-4.0%0.612%
11/14/2024Edgestream Partners L.P.3,464$727K0.0%N/A0.009%
11/14/2024Verition Fund Management LLC14,089$2.96M0.0%+474.4%0.035%
11/14/2024Captrust Financial Advisors3,485$731K0.0%+191.9%0.009%
11/14/2024Walleye Capital LLC22,049$4.62M0.0%-60.6%0.055%
11/14/2024Isthmus Partners LLC1,778$373K0.0%N/A0.004%
11/14/2024PEAK6 Investments LLC19,822$4.16M0.0%N/A0.050%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC174,437$36.59M0.0%+17.8%0.439%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank9,101$1.91M0.0%-1.5%0.023%
11/14/2024MetLife Investment Management LLC21,405$4.49M0.0%-3.8%0.054%
11/13/2024Clark Estates Inc. NY13,750$2.88M0.5%-7.4%0.035%
11/13/2024Bridgewater Associates LP9,152$1.92M0.0%-89.4%0.023%
11/13/2024Townsquare Capital LLC4,296$901K0.0%+22.6%0.011%
11/13/2024BNP Paribas Financial Markets4,215$884K0.0%-44.1%0.011%
11/13/2024 Brooklyn Investment Group280$59K0.0%N/A0.001%
11/13/2024FMR LLC1,555,507$326.24M0.0%+8.8%3.910%
11/13/2024The Manufacturers Life Insurance Company38,149$8.00M0.0%-5.3%0.096%
11/13/2024Bank of Montreal Can12,438$2.60M0.0%+68.3%0.031%
11/13/2024Hancock Whitney Corp2,479$520K0.0%-2.7%0.006%
11/13/2024Truvestments Capital LLC1,608$337K0.1%-16.3%0.004%
11/13/2024Loomis 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%
11/12/2024Westfield Capital Management Co. LP145,094$30.43M0.1%-38.9%0.365%
11/12/2024Sompo Asset Management Co. Ltd.1,570$329K0.1%N/A0.004%
11/12/2024Penserra Capital Management LLC56,926$11.94M0.3%-4.4%0.143%
11/12/2024Algert Global LLC8,380$1.76M0.0%-59.4%0.021%
11/12/2024Cerity Partners LLC3,372$707K0.0%-7.9%0.008%
11/12/2024Charles Schwab Investment Management Inc.314,438$65.95M0.0%-6.9%0.790%
11/12/2024Thompson Siegel & Walmsley LLC55,503$11.64M0.2%-17.1%0.140%
11/9/2024Primecap Management Co. CA291,590$61.16M0.0%-29.6%0.733%
11/9/2024Intech Investment Management LLC1,305$274K0.0%-72.0%0.003%
11/8/2024Factorial Partners LLC10,700$2.24M1.3%N/A0.027%
11/8/2024Jennison Associates LLC178,048$37.34M0.0%-43.5%0.448%
11/8/2024Commerce Bank3,624$760K0.0%+1.7%0.009%
11/8/2024Premier Fund Managers Ltd300,000$62.75M2.2%+18.1%0.754%
11/8/2024PNC Financial Services Group Inc.10,630$2.23M0.0%+21.6%0.027%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG17,799$3.73M0.0%N/A0.045%
11/7/2024Pathstone Holdings LLC7,952$1.67M0.0%-2.3%0.020%
11/7/2024Swiss National Bank81,826$17.16M0.0%-0.2%0.206%
11/7/2024Thrivent Financial for Lutherans9,652$2.02M0.0%-4.7%0.024%
11/6/2024Mutual of America Capital Management LLC22,205$4.66M0.0%-7.4%0.056%
11/6/2024Natixis Advisors LLC68,539$14.38M0.0%+300.4%0.172%
11/6/2024Royce & Associates LP9,970$2.09M0.0%-47.4%0.025%
11/6/2024Cornercap Investment Counsel Inc.2,105$441K0.1%-54.0%0.005%
11/6/2024Zions Bancorporation N.A.12,333$2.59M0.2%+18.0%0.031%
11/6/2024KBC Group NV1,187$249K0.0%+13.0%0.003%
11/6/2024Oppenheimer Asset Management Inc.14,280$3.00M0.0%+290.7%0.036%
11/5/2024Victory Capital Management Inc.7,865$1.65M0.0%-10.5%0.020%
11/5/2024New South Capital Management Inc.55,459$11.63M0.5%-2.8%0.139%
11/5/2024OVERSEA CHINESE BANKING Corp Ltd34,770$7.29M0.2%+2.0%0.087%
11/5/2024GSA Capital Partners LLP3,529$740K0.1%-25.3%0.009%
(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, 413 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 323 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 7,853,453 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 238 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), Panagora Asset Management Inc. ($189.09K), and Invenomic Capital Management LP ($188.56K).

How much institutional selling is happening at WEX?

Institutional investors have sold a total of 5,510,434 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.


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This page (NYSE:WEX) was last updated on 1/18/2025 by MarketBeat.com Staff
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