Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 463 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
4,163,678
shares
|
$738 Million
0.47% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,847,308
shares
|
$682 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,719,021
shares
|
$659 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,607,160
shares
|
$462 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,268,000
shares
|
$402 Million
0.04% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Impactive Capital LP
New York City, NY |
Nov 14, 2024 Q3 2024 |
2,171,265
shares
|
$385 Million
16.91% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Par Capital Management Inc
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,850,000
shares
|
$328 Million
11.07% 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
|
$292 Million
0.93% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,240,953
shares
|
$220 Million
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
994,527
shares
|
$176 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
909,989
shares
|
$161 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
863,954
shares
|
$153 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Lyrical Asset Management LP
New York, NY |
Nov 12, 2024 Q3 2024 |
820,244
shares
|
$145 Million
2.64% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
785,971
shares
|
$139 Million
0.27% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
720,465
shares
|
$128 Million
2.11% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
693,297
shares
|
$123 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
586,842
shares
|
$104 Million
0.01% of portfolio
|
Q3 2024
Added 26.78%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
584,362
shares
|
$104 Million
0.03% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
512,630
shares
|
$90.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
457,631
shares
|
$81.1 Million
0.13% of portfolio
|
Q3 2024
Added 753.18%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
413,495
shares
|
$73.3 Million
0.2% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
405,318
shares
|
$71.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
334,295
shares
|
$59.3 Million
0.02% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
314,438
shares
|
$55.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
308,065
shares
|
$54.6 Million
0.08% of portfolio
|
Q3 2024
Added 5.75%
|