Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 471 institutions that hold shares in the stock, with a total of 40.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
4,052,379
shares
|
$627 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
3,777,965
shares
|
$584 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,719,021
shares
|
$575 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,197,304
shares
|
$340 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Impactive Capital LP
New York City, NY |
Feb 14, 2025 Q4 2024 |
2,116,618
shares
|
$327 Million
15.95% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,046,614
shares
|
$317 Million
0.03% of portfolio
|
Q4 2024
Added 105.79%
|
|
|
Par Capital Management Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,850,000
shares
|
$286 Million
9.68% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,644,877
shares
|
$254 Million
0.93% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,245,059
shares
|
$193 Million
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
883,495
shares
|
$137 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
872,734
shares
|
$135 Million
0.71% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
828,990
shares
|
$128 Million
0.03% of portfolio
|
Q4 2024
Reduced 68.2%
|
|
|
Lyrical Asset Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
823,434
shares
|
$127 Million
2.26% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
River Road Asset Management, LLC
|
Feb 07, 2025 Q4 2024 |
725,842
shares
|
$112 Million
1.79% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
678,331
shares
|
$105 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
670,406
shares
|
$104 Million
0.01% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
648,548
shares
|
$100 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
602,693
shares
|
$93.2 Million
0.03% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
481,490
shares
|
$74.5 Million
0.11% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
459,361
shares
|
$71.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
403,089
shares
|
$62.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
358,371
shares
|
$55.4 Million
0.01% of portfolio
|
Q4 2024
Added 16.83%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
357,297
shares
|
$55.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
318,272
shares
|
$49.2 Million
0.66% of portfolio
|
Q4 2024
Added 112.98%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
316,682
shares
|
$49 Million
0.01% of portfolio
|
Q4 2024
Added 0.71%
|