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 |
|---|---|---|---|---|---|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
9,228
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2022
Reduced 0.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,123
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
9,096
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
8,985
shares
|
$1.25 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
8,949
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
8,800
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
8,450
shares
|
$1.18 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
8,375
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
8,348
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.19%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
8,346
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
8,343
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
8,205
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 54.32%
|
|
|
Formula Growth LTD
Montreal, A8 |
May 14, 2025 Q1 2025 |
8,200
shares
|
$1.14 Million
0.57% of portfolio
|
Q2 2024
Reduced 42.25%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
8,130
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,981
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,806
shares
|
$1.09 Million
0.23% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
7,765
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
7,468
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
May 01, 2025 Q1 2025 |
7,435
shares
|
$1.04 Million
0.7% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,427
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 56.03%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
7,226
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
7,200
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
7,066
shares
|
$985,071
0.02% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,558
shares
|
$914,250
0.01% of portfolio
|
Q2 2023
Reduced 16.09%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
6,400
shares
|
$892,224
0.01% of portfolio
|
Q1 2025
Reduced 24.71%
|