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 |
|---|---|---|---|---|---|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
144
shares
|
$20,075
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
139
shares
|
$19,377
0.0% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
130
shares
|
$18,123
0.0% of portfolio
|
Q4 2024
Reduced 36.89%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
124
shares
|
$17,286
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
121
shares
|
$16,868
0.0% of portfolio
|
Q1 2025
Reduced 56.47%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
108
shares
|
$15,056
0.01% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
106
shares
|
$14,777
0.0% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
104
shares
|
$14,498
0.0% of portfolio
|
Q1 2025
Reduced 78.82%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
101
shares
|
$14,080
0.0% of portfolio
|
Q1 2024
Added 359.09%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$13,941
0.0% of portfolio
|
Q1 2023
Reduced 18.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$13,941
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
100
shares
|
$13,941
0.0% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
95
shares
|
$13,243
0.0% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
94
shares
|
$13,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
85
shares
|
$11,849
0.0% of portfolio
|
Q4 2024
Reduced 49.1%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
78
shares
|
$10,873
0.0% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
77
shares
|
$10,734
0.0% of portfolio
|
Q1 2025
Added 54.0%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
75
shares
|
$10,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
68
shares
|
$9,479
0.0% of portfolio
|
Q1 2025
Added 325.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
67
shares
|
$9,340
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
65
shares
|
$9,061
0.0% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
64
shares
|
$8,922
0.0% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
61
shares
|
$8,504
0.0% of portfolio
|
Q1 2025
Added 96.77%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
58
shares
|
$8,085
0.01% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
56
shares
|
$7,806
0.0% of portfolio
|
Q1 2025
New holding
|