WEX (WEX) Institutional Ownership

$173.59 -0.20 (-0.12%)

(As of 11:37 AM ET)

Current Institutional Ownership Percentage: 97.47%
Number of Institutional Buyers (last 12 months): 196
Total Institutional Inflows (last 12 months): $700.41M

Number of Institutional Sellers (last 12 months): 160
Total Institutional Outflows (last 12 months): $480.41M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/6/2024	Logan Capital Management Inc.	9,870	$2.07M	0.1%	-1.8%	0.025%
12/6/2024	Retirement Systems of Alabama	76,807	$16.11M	0.1%	-2.3%	0.193%
11/25/2024	Tidal Investments LLC	3,600	$755K	0.0%	-32.4%	0.009%
11/25/2024	Wilmington Savings Fund Society FSB	169	$35K	0.0%	N/A	0.000%
11/25/2024	World Investment Advisors LLC	11,955	$2.51M	0.1%	N/A	0.030%
11/25/2024	Sanctuary Advisors LLC	4,760	$998K	0.0%	+112.4%	0.012%
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11/18/2024	Rehmann Capital Advisory Group	1,196	$251K	0.0%	N/A	0.003%
11/18/2024	Teachers Retirement System of The State of Kentucky	22,090	$4.63M	0.0%	-4.7%	0.056%
11/18/2024	Coldstream Capital Management Inc.	1,835	$377K	0.0%	+11.6%	0.005%
11/16/2024	Geode Capital Management LLC	693,297	$145.44M	0.0%	-0.8%	1.743%
11/15/2024	Foyston Gordon & Payne Inc	19,520	$4.09M	1.0%	+878.0%	0.049%
11/15/2024	Bullseye Asset Management LLC	10,875	$2.28M	1.1%	+29.9%	0.027%
11/15/2024	Barclays PLC	21,535	$4.52M	0.0%	+38.4%	0.054%
11/15/2024	Public Employees Retirement System of Ohio	15,158	$3.18M	0.0%	-6.4%	0.038%
11/15/2024	XTX Topco Ltd	13,344	$2.80M	0.2%	+958.2%	0.034%
11/15/2024	EP Wealth Advisors LLC	1,198	$251K	0.0%	N/A	0.003%
11/15/2024	Wellington Management Group LLP	2,607,160	$546.80M	0.1%	-3.7%	6.554%
11/15/2024	Sora Investors LLC	22,630	$4.75M	0.8%	N/A	0.057%
11/15/2024	State Street Corp	1,240,953	$260.27M	0.0%	+0.3%	3.120%
11/15/2024	SageView Advisory Group LLC	1,619	$340K	0.0%	-89.6%	0.004%
11/15/2024	Quantinno Capital Management LP	13,868	$2.91M	0.0%	+19.7%	0.035%
11/15/2024	Portolan Capital Management LLC	26,870	$5.64M	0.4%	+108.9%	0.068%
11/15/2024	Incline Global Management LLC	50,626	$10.62M	4.7%	-20.6%	0.127%
11/15/2024	Janus Henderson Group PLC	4,163,678	$873.25M	0.4%	+0.6%	10.467%
11/15/2024	Hotchkis & Wiley Capital Management LLC	175,690	$36.85M	0.1%	+82.2%	0.442%
11/15/2024	HighTower Advisors LLC	6,436	$1.35M	0.0%	+79.5%	0.016%
11/15/2024	Holocene Advisors LP	40,862	$8.57M	0.0%	+39.6%	0.103%
11/15/2024	Bamco Inc. NY	243,500	$51.07M	0.1%	-4.0%	0.612%
11/14/2024	Edgestream Partners L.P.	3,464	$727K	0.0%	N/A	0.009%
11/14/2024	Verition Fund Management LLC	14,089	$2.96M	0.0%	+474.4%	0.035%
11/14/2024	Captrust Financial Advisors	3,485	$731K	0.0%	+191.9%	0.009%
11/14/2024	Walleye Capital LLC	22,049	$4.62M	0.0%	-60.6%	0.055%
11/14/2024	Isthmus Partners LLC	1,778	$373K	0.0%	N/A	0.004%
11/14/2024	PEAK6 Investments LLC	19,822	$4.16M	0.0%	N/A	0.050%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	174,437	$36.59M	0.0%	+17.8%	0.439%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	9,101	$1.91M	0.0%	-1.5%	0.023%
11/14/2024	MetLife Investment Management LLC	21,405	$4.49M	0.0%	-3.8%	0.054%
11/13/2024	Clark Estates Inc. NY	13,750	$2.88M	0.5%	-7.4%	0.035%
11/13/2024	Bridgewater Associates LP	9,152	$1.92M	0.0%	-89.4%	0.023%
11/13/2024	Townsquare Capital LLC	4,296	$901K	0.0%	+22.6%	0.011%
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11/13/2024	BNP Paribas Financial Markets	4,215	$884K	0.0%	-44.1%	0.011%
11/13/2024	Brooklyn Investment Group	280	$59K	0.0%	N/A	0.001%
11/13/2024	FMR LLC	1,555,507	$326.24M	0.0%	+8.8%	3.910%
11/13/2024	The Manufacturers Life Insurance Company	38,149	$8.00M	0.0%	-5.3%	0.096%
11/13/2024	Bank of Montreal Can	12,438	$2.60M	0.0%	+68.3%	0.031%
11/13/2024	Hancock Whitney Corp	2,479	$520K	0.0%	-2.7%	0.006%
11/13/2024	Truvestments Capital LLC	1,608	$337K	0.1%	-16.3%	0.004%
11/13/2024	Loomis Sayles & Co. L P	308,065	$64.61M	0.1%	+5.7%	0.774%
11/13/2024	Fisher Asset Management LLC	30,840	$6.47M	0.0%	+25.0%	0.078%
11/12/2024	Westfield Capital Management Co. LP	145,094	$30.43M	0.1%	-38.9%	0.365%
11/12/2024	Sompo Asset Management Co. Ltd.	1,570	$329K	0.1%	N/A	0.004%
11/12/2024	Penserra Capital Management LLC	56,926	$11.94M	0.3%	-4.4%	0.143%
11/12/2024	Algert Global LLC	8,380	$1.76M	0.0%	-59.4%	0.021%
11/12/2024	Cerity Partners LLC	3,372	$707K	0.0%	-7.9%	0.008%
11/12/2024	Charles Schwab Investment Management Inc.	314,438	$65.95M	0.0%	-6.9%	0.790%
11/12/2024	Thompson Siegel & Walmsley LLC	55,503	$11.64M	0.2%	-17.1%	0.140%
11/9/2024	Primecap Management Co. CA	291,590	$61.16M	0.0%	-29.6%	0.733%
11/9/2024	Intech Investment Management LLC	1,305	$274K	0.0%	-72.0%	0.003%
11/8/2024	Factorial Partners LLC	10,700	$2.24M	1.3%	N/A	0.027%
11/8/2024	Jennison Associates LLC	178,048	$37.34M	0.0%	-43.5%	0.448%
11/8/2024	Commerce Bank	3,624	$760K	0.0%	+1.7%	0.009%
11/8/2024	Premier Fund Managers Ltd	300,000	$62.75M	2.2%	+18.1%	0.754%
11/8/2024	PNC Financial Services Group Inc.	10,630	$2.23M	0.0%	+21.6%	0.027%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	17,799	$3.73M	0.0%	N/A	0.045%
11/7/2024	Pathstone Holdings LLC	7,952	$1.67M	0.0%	-2.3%	0.020%
11/7/2024	Swiss National Bank	81,826	$17.16M	0.0%	-0.2%	0.206%
11/7/2024	Thrivent Financial for Lutherans	9,652	$2.02M	0.0%	-4.7%	0.024%
11/6/2024	Mutual of America Capital Management LLC	22,205	$4.66M	0.0%	-7.4%	0.056%
11/6/2024	Natixis Advisors LLC	68,539	$14.38M	0.0%	+300.4%	0.172%
11/6/2024	Royce & Associates LP	9,970	$2.09M	0.0%	-47.4%	0.025%
11/6/2024	Cornercap Investment Counsel Inc.	2,105	$441K	0.1%	-54.0%	0.005%
11/6/2024	Zions Bancorporation N.A.	12,333	$2.59M	0.2%	+18.0%	0.031%
11/6/2024	KBC Group NV	1,187	$249K	0.0%	+13.0%	0.003%
11/6/2024	Oppenheimer Asset Management Inc.	14,280	$3.00M	0.0%	+290.7%	0.036%
11/5/2024	Victory Capital Management Inc.	7,865	$1.65M	0.0%	-10.5%	0.020%
11/5/2024	New South Capital Management Inc.	55,459	$11.63M	0.5%	-2.8%	0.139%
11/5/2024	OVERSEA CHINESE BANKING Corp Ltd	34,770	$7.29M	0.2%	+2.0%	0.087%
11/5/2024	GSA Capital Partners LLP	3,529	$740K	0.1%	-25.3%	0.009%
11/5/2024	WCM Investment Management LLC	113,223	$23.68M	0.1%	-1.0%	0.285%
11/4/2024	Versor Investments LP	2,184	$458K	0.1%	-59.4%	0.005%
11/4/2024	Venturi Wealth Management LLC	150	$31K	0.0%	+206.1%	0.000%
11/4/2024	Weil Company Inc.	10,728	$2.25M	0.7%	-18.5%	0.027%
11/4/2024	State of New Jersey Common Pension Fund D	14,683	$3.08M	0.0%	-4.8%	0.037%
11/4/2024	Crossmark Global Holdings Inc.	3,218	$675K	0.0%	+21.6%	0.008%
11/4/2024	TimesSquare Capital Management LLC	276,412	$57.97M	0.9%	-3.8%	0.695%
11/2/2024	Covestor Ltd	277	$58K	0.0%	+47.3%	0.001%
11/1/2024	Atria Investments Inc	6,528	$1.37M	0.0%	+289.0%	0.016%
11/1/2024	Verdence Capital Advisors LLC	20,197	$4.24M	0.3%	+76.1%	0.051%
11/1/2024	Lifestyle Asset Management Inc.	4,913	$1.03M	0.6%	+9.9%	0.012%
10/31/2024	Principal Financial Group Inc.	95,210	$19.97M	0.0%	-31.8%	0.239%
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10/30/2024	Wisconsin Capital Management LLC	33,675	$7.06M	3.7%	+15.0%	0.085%
10/30/2024	River Road Asset Management LLC	720,465	$151.10M	2.0%	+5.0%	1.811%
10/30/2024	Amalgamated Bank	19,686	$4.13M	0.0%	-21.1%	0.049%
10/30/2024	QRG Capital Management Inc.	1,046	$219K	0.0%	N/A	0.003%
10/29/2024	Harbor Capital Advisors Inc.	24,869	$5.22M	0.2%	+111.4%	0.063%
10/28/2024	Cambiar Investors LLC	65,029	$13.64M	0.5%	+0.2%	0.163%
10/28/2024	New York State Common Retirement Fund	127,570	$26.76M	0.0%	+328.6%	0.321%
10/28/2024	Stephens Inc. AR	12,258	$2.57M	0.0%	-0.8%	0.031%
10/28/2024	Oak Ridge Investments LLC	16,188	$3.40M	0.3%	-2.9%	0.041%
10/28/2024	Rice Hall James & Associates LLC	154,033	$32.31M	1.7%	+672.7%	0.387%

(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, 406 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 317 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 7,831,115 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.
Which WEX major shareholders have been selling company stock?: Of the 234 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 5,382,632 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.

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This page (NYSE:WEX) was last updated on 12/18/2024 by MarketBeat.com Staff

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WEX (WEX) Institutional Ownership

WEX Institutional Buying and Selling by Quarter

WEX Major Shareholders & Ownership History

WEX Institutional Ownership - Frequently Asked Questions

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WEX (WEX) Institutional Ownership

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

WEX Institutional Buying and Selling by Quarter

WEX Major Shareholders & Ownership History

WEX Institutional Ownership - Frequently Asked Questions

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