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WEX (WEX) Institutional Ownership

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$150.48 -2.40 (-1.57%)
Closing price 02/21/2025 03:59 PM Eastern
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$150.53 +0.05 (+0.04%)
As of 02/21/2025 07:01 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 Polygon.io. 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)
245
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$1.09B
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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
2/19/2025 Public Employees Retirement System of Ohio13,926$2.44M0.0%-8.1%0.035%
2/18/2025 Investment Management Corp VA ADV144$25K0.0%N/A0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC193,971$34.01M0.0%+11.2%0.488%
2/17/2025 Williams Jones Wealth Management LLC.103,238$18.10M0.2%-4.7%0.260%
2/17/2025 Vident Advisory LLC8,497$1.49M0.0%+4.3%0.021%
2/17/2025 Squarepoint Ops LLC4,073$714K0.0%-8.4%0.010%
2/17/2025 Twinbeech Capital LP11,690$2.05M0.0%N/A0.029%
2/17/2025 Two Sigma Investments LP1,227$215K0.0%-92.5%0.003%
2/17/2025 Tidal Investments LLC5,129$899K0.0%+42.5%0.013%
2/17/2025 State of Wyoming202$35K0.0%N/A0.001%
2/17/2025 Snowden Capital Advisors LLC1,976$346K0.0%-9.0%0.005%
2/17/2025 ProShare Advisors LLC1,862$326K0.0%-48.0%0.005%
2/17/2025 Quantinno Capital Management LP12,905$2.26M0.0%-6.9%0.032%
2/17/2025 Man Group plc51,104$8.96M0.0%N/A0.128%
2/17/2025 Nomura Holdings Inc.5,279$926K0.0%N/A0.013%
2/17/2025 Nuveen Asset Management LLC122,977$21.56M0.0%-2.5%0.309%
2/17/2025 Numerai GP LLC9,288$1.63M0.4%N/A0.023%
2/17/2025 Occudo Quantitative Strategies LP1,259$221K0.0%N/A0.003%
2/17/2025 Millennium Management LLC54,823$9.61M0.0%-41.6%0.138%
2/17/2025 Lazard Asset Management LLC7,422$1.30M0.0%+14.9%0.019%
2/17/2025 Logan Capital Management Inc.9,146$1.60M0.1%-7.3%0.023%
2/17/2025 Laird Norton Wetherby Wealth Management LLC1,168$205K0.0%+17.5%0.003%
2/17/2025 Invenomic Capital Management LP95,123$16.68M0.8%N/A0.239%
2/17/2025 Janus Henderson Group PLC4,052,379$710.47M0.4%-2.7%10.187%
2/17/2025 Gotham Asset Management LLC104,898$18.39M0.2%+16.6%0.264%
2/17/2025 Focus Partners Wealth4,843$849K0.0%-98.5%0.012%
2/17/2025 Foyston Gordon & Payne Inc19,657$3.45M0.9%+0.7%0.049%
2/17/2025 Ensign Peak Advisors Inc14,303$2.51M0.0%-8.8%0.036%
2/17/2025 Ethic Inc.1,333$234K0.0%-41.4%0.003%
2/17/2025 Deutsche Bank AG20,324$3.56M0.0%+48.9%0.051%
2/17/2025 D. E. Shaw & Co. Inc.201,922$35.40M0.0%+1,684.2%0.508%
2/17/2025 EP Wealth Advisors LLC1,356$238K0.0%+13.2%0.003%
2/17/2025 Cresset Asset Management LLC1,167$205K0.0%-84.2%0.003%
2/17/2025 Crestline Management LP9,105$1.60M0.1%N/A0.023%
2/17/2025 Cetera Investment Advisers2,915$511K0.0%-21.7%0.007%
2/17/2025 Centiva Capital LP2,274$399K0.0%N/A0.006%
2/17/2025 Captrust Financial Advisors4,271$749K0.0%+22.6%0.011%
2/17/2025 Brown Advisory Inc.276,639$48.50M0.1%-46.0%0.695%
2/17/2025 Bamco Inc. NY203,300$35.64M0.1%-16.5%0.511%
2/17/2025 Beverly Hills Private Wealth LLC1,742$305K0.1%-9.5%0.004%
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2/17/2025 BNP Paribas Financial Markets6,825$1.20M0.0%+61.9%0.017%
2/17/2025 Ameriprise Financial Inc.266,344$46.70M0.0%-20.3%0.670%
2/17/2025 Algert Global LLC25,002$4.38M0.1%+198.4%0.063%
2/17/2025 Ariel Investments LLC318,272$55.80M0.6%+113.0%0.800%
2/17/2025 AXA S.A.13,291$2.33M0.0%-37.9%0.033%
2/14/2025 Freestone Grove Partners LP7,234$1.27M0.0%N/A0.018%
2/14/2025 Comerica Bank15,306$2.68M0.0%-43.8%0.038%
2/14/2025 Utah Retirement Systems6,522$1.14M0.0%-4.4%0.016%
2/14/2025 Schonfeld Strategic Advisors LLC1,546$271K0.0%N/A0.004%
2/14/2025 AQR Capital Management LLC151,125$26.12M0.0%+5,562.2%0.380%
2/14/2025 Northern Trust Corp358,371$62.83M0.0%+16.8%0.901%
2/14/2025 The Manufacturers Life Insurance Company 35,497$6.21M0.0%-7.0%0.089%
2/14/2025 Tudor Investment Corp ET AL54,185$9.50M0.0%+36.4%0.136%
2/14/2025 Earnest Partners LLC872,734$153.01M0.7%+1.0%2.194%
2/14/2025 Aquatic Capital Management LLC27,242$4.78M0.1%N/A0.068%
2/14/2025 Susquehanna Fundamental Investments LLC41,514$7.28M0.1%N/A0.104%
2/14/2025 Coldstream Capital Management Inc.1,504$264K0.0%-18.0%0.004%
2/14/2025 Bullseye Asset Management LLC10,742$1.88M0.9%-1.2%0.027%
2/14/2025 Snyder Capital Management L P151,625$26.58M0.6%+48.4%0.381%
2/14/2025 Two Sigma Securities LLC1,698$298K0.0%N/A0.004%
2/14/2025 Hancock Whitney Corp1,275$224K0.0%-48.6%0.003%
2/14/2025 Voya Investment Management LLC6,008$1.05M0.0%-28.5%0.015%
2/14/2025 Freshford Capital Management LLC71,499$12.54M3.6%-62.7%0.180%
2/14/2025 Price T Rowe Associates Inc. MD67,231$11.79M0.0%-5.3%0.169%
2/14/2025 Pinebridge Investments L.P.17,091$3.00M0.0%+42.7%0.043%
2/14/2025 Dark Forest Capital Management LP3,393$595K0.1%N/A0.009%
2/14/2025 Quantessence Capital LLC1,788$313K0.1%N/A0.004%
2/14/2025 Hsbc Holdings PLC3,113$547K0.0%+140.4%0.008%
2/14/2025 State of Tennessee Department of Treasury16,831$2.95M0.0%-2.7%0.042%
2/14/2025 Tower Research Capital LLC TRC 4,375$767K0.0%+49.8%0.011%
2/14/2025 Teachers Retirement System of The State of Kentucky19,416$3.40M0.0%-12.1%0.049%
2/14/2025 MetLife Investment Management LLC22,586$3.96M0.0%+5.5%0.057%
2/14/2025 Natixis6,339$1.11M0.0%N/A0.016%
2/14/2025 First Trust Advisors LP1,674$293K0.0%-49.1%0.004%
2/14/2025 Dimensional Fund Advisors LP602,693$105.65M0.0%+3.1%1.515%
2/14/2025 Commerce Bank3,554$623K0.0%-1.9%0.009%
2/13/2025 Marshall Wace LLP56,756$9.95M0.0%-26.8%0.143%
2/13/2025 PEAK6 LLC4,409$773K0.0%N/A0.011%
2/13/2025 Keeley Teton Advisors LLC3,413$598K0.1%-7.2%0.009%
2/13/2025 Montag & Caldwell LLC4,868$853K0.2%-3.6%0.012%
2/13/2025 Sunriver Management LLC178,579$31.31M3.7%-32.5%0.449%
2/13/2025 Mariner LLC3,123$548K0.0%-14.6%0.008%
2/13/2025 Barclays PLC34,061$5.97M0.0%+58.2%0.086%
2/13/2025 Summit Investment Advisors Inc.14,968$2.62M2.3%-3.0%0.038%
2/13/2025 Townsquare Capital LLC3,890$682K0.0%-9.5%0.010%
2/13/2025 Distillate Capital Partners LLC89,823$15.75M0.8%+10.2%0.226%
2/13/2025 Sterling Capital Management LLC2,198$385K0.0%+45.1%0.006%
2/13/2025 Treasurer of the State of North Carolina17,425$3.06M0.0%-2.6%0.044%
2/13/2025 Neuberger Berman Group LLC357,297$62.64M0.0%-11.8%0.898%
2/13/2025 Bessemer Group Inc.648,548$113.70M0.2%-17.5%1.630%
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2/13/2025 CenterBook Partners LP72,815$12.77M0.8%+379.8%0.183%
2/13/2025 Bank of Nova Scotia12,800$2.24M0.0%N/A0.032%
2/13/2025 Shelton Capital Management1,550$272K0.0%-7.5%0.004%
2/13/2025 Legal & General Group Plc65,420$11.47M0.0%-8.9%0.164%
2/13/2025 Invesco Ltd.62,240$10.91M0.0%-7.9%0.156%
2/13/2025 Bank of Montreal Can20,689$3.63M0.0%+66.3%0.052%
2/13/2025 Cerity Partners LLC5,307$1.01M0.0%+57.4%0.013%
2/13/2025 FMR LLC1,175,117$206.02M0.0%-24.5%2.954%
2/13/2025 Aster Capital Management DIFC Ltd422$74K0.0%N/A0.001%
2/13/2025 Federated Hermes Inc.403,089$70.67M0.2%-2.5%1.013%
(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, 468 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 366 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 ($488.71K), 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 9,780,980 shares in the last 24 months. This purchase volume represents approximately $1.82B in transactions.

Which WEX major shareholders have been selling company stock?

Of the 270 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 8,697,269 shares in the last 24 months. This volume of shares sold represents approximately $1.62B in transactions.


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This page (NYSE:WEX) was last updated on 2/22/2025 by MarketBeat.com Staff
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