Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 479 institutions that hold shares in the stock, with a total of 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,011,730
shares
|
$559 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,719,021
shares
|
$518 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
3,240,495
shares
|
$452 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,439,646
shares
|
$340 Million
0.03% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Impactive Capital LP
New York City, NY |
May 15, 2025 Q1 2025 |
2,409,572
shares
|
$336 Million
17.31% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Par Capital Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
1,850,500
shares
|
$258 Million
9.82% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
1,644,877
shares
|
$229 Million
0.93% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,166,576
shares
|
$163 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,068,104
shares
|
$149 Million
0.01% of portfolio
|
Q1 2025
Reduced 47.81%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
895,406
shares
|
$125 Million
0.7% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Lyrical Asset Management LP
New York, NY |
May 13, 2025 Q1 2025 |
826,188
shares
|
$115 Million
2.09% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
793,857
shares
|
$111 Million
1.2% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
739,655
shares
|
$103 Million
0.01% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
River Road Asset Management, LLC
|
May 13, 2025 Q1 2025 |
660,198
shares
|
$92 Million
1.47% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
651,004
shares
|
$90.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
638,563
shares
|
$89 Million
0.06% of portfolio
|
Q1 2025
Added 20412.79%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
630,558
shares
|
$87.9 Million
0.03% of portfolio
|
Q1 2025
Added 1751.26%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
614,675
shares
|
$85.7 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
613,477
shares
|
$85.5 Million
0.02% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
539,460
shares
|
$75.2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
474,443
shares
|
$66.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
412,665
shares
|
$57.5 Million
0.04% of portfolio
|
Q1 2025
Added 652.72%
|
|
|
Ariel Investments, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
412,247
shares
|
$57.5 Million
0.84% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
381,767
shares
|
$53.2 Million
0.21% of portfolio
|
Q1 2025
Added 79.55%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
377,076
shares
|
$52.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.45%
|