Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 453 institutions that hold shares in the stock, with a total of 41.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
4,108,779
shares
|
$814 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2024 Q1 2024 |
4,088,581
shares
|
$810 Million
0.54% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
3,855,565
shares
|
$764 Million
0.02% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
2,782,601
shares
|
$552 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Impactive Capital LP
New York City, NY |
May 15, 2024 Q1 2024 |
2,105,947
shares
|
$417 Million
18.91% of portfolio
|
Q1 2023
Reduced 5.97%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,956,196
shares
|
$388 Million
0.04% of portfolio
|
Q1 2024
Added 1.99%
|
|
|
Par Capital Management Inc
Boston, MA |
May 15, 2024 Q1 2024 |
1,850,000
shares
|
$367 Million
13.71% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,644,877
shares
|
$326 Million
0.93% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,268,759
shares
|
$251 Million
0.01% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Lyrical Asset Management LP
New York, NY |
May 13, 2024 Q1 2024 |
883,929
shares
|
$175 Million
3.22% of portfolio
|
Q1 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 23, 2024 Q1 2024 |
866,068
shares
|
$172 Million
1.97% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
851,884
shares
|
$169 Million
0.02% of portfolio
|
Q1 2024
Reduced 17.54%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
735,313
shares
|
$146 Million
0.32% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
699,367
shares
|
$139 Million
0.02% of portfolio
|
Q1 2024
Added 4.54%
|
|
|
River Road Asset Management, LLC
|
Apr 26, 2024 Q1 2024 |
658,000
shares
|
$130 Million
2.16% of portfolio
|
Q1 2024
Reduced 9.55%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
617,444
shares
|
$122 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
610,681
shares
|
$121 Million
0.01% of portfolio
|
Q1 2024
Added 4.77%
|
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
609,436
shares
|
$121 Million
0.2% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Primecap Management CO
Pasadena, CA |
May 13, 2024 Q1 2024 |
441,040
shares
|
$87.4 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 14, 2024 Q1 2024 |
390,544
shares
|
$77.4 Million
0.22% of portfolio
|
Q1 2024
Added 4.98%
|
|
|
Jennison Associates LLC
|
May 02, 2024 Q1 2024 |
380,873
shares
|
$75.5 Million
0.06% of portfolio
|
Q1 2024
Reduced 13.75%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
368,864
shares
|
$73.1 Million
0.02% of portfolio
|
Q1 2024
Added 9.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
334,740
shares
|
$66.3 Million
0.02% of portfolio
|
Q1 2024
Added 2.03%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2024 Q1 2024 |
312,581
shares
|
$62 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Stephens Investment Management Group LLC
|
May 14, 2024 Q1 2024 |
305,523
shares
|
$60.6 Million
0.99% of portfolio
|
Q1 2024
Reduced 16.1%
|
|