Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 476 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 $6.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
353
shares
|
$53,338
0.0% of portfolio
|
Q1 2025
Reduced 34.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
350
shares
|
$52,885
0.0% of portfolio
|
Q2 2020
Added 82.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
340
shares
|
$51,374
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
309
shares
|
$46,689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
300
shares
|
$45,330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$45,330
0.03% of portfolio
|
Q1 2022
Reduced 1.64%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
300
shares
|
$45,330
0.0% of portfolio
|
Q1 2025
Added 76.47%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
299
shares
|
$45,178
0.0% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
278
shares
|
$42,005
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
250
shares
|
$37,775
0.0% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
218
shares
|
$32,939
0.0% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
214
shares
|
$32,335
0.0% of portfolio
|
Q2 2025
Added 282.14%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
214
shares
|
$32,335
0.02% of portfolio
|
Q1 2020
Reduced 26.21%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
213
shares
|
$32,184
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
203
shares
|
$30,673
0.0% of portfolio
|
Q1 2025
Reduced 44.69%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
200
shares
|
$30,220
0.0% of portfolio
|
Q1 2025
Reduced 84.85%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
197
shares
|
$29,766
0.01% of portfolio
|
Q2 2024
Added 8.84%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
171
shares
|
$25,838
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
169
shares
|
$25,535
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
168
shares
|
$25,384
0.0% of portfolio
|
Q3 2022
Reduced 27.59%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
157
shares
|
$23,722
0.02% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
149
shares
|
$22,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
145
shares
|
$21,909
0.0% of portfolio
|
Q1 2025
Added 457.69%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
144
shares
|
$21,758
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
139
shares
|
$21,002
0.0% of portfolio
|
Q3 2024
Reduced 4.79%
|