WEX Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 3.87 M | $576.85 M | 0.18% | 10.91% |
| VANGUARD GROUP INC | 01/29/2026 | 3.22 M | $480.06 M | -1.22% | 9.37% |
| BLACKROCK, INC. | 02/12/2026 | 3.06 M | $455.69 M | 0.08% | 8.89% |
| PAR CAPITAL MANAGEMENT INC | 02/17/2026 | 2.25 M | $335.50 M | 21.63% | 6.34% |
| IMPACTIVE CAPITAL LP | 02/17/2026 | 2.20 M | $327.05 M | 0.00% | 6.18% |
| MORGAN STANLEY | 02/13/2026 | 2.11 M | $314.51 M | -22.72% | 6.14% |
| BOSTON PARTNERS | 02/13/2026 | 1.45 M | $215.95 M | 13.67% | 4.08% |
| FMR LLC | 02/17/2026 | 1.15 M | $170.81 M | 6.85% | 3.23% |
| STATE STREET CORP | 02/13/2026 | 1.06 M | $158.18 M | -0.92% | 3.09% |
| EARNEST PARTNERS LLC | 02/12/2026 | 889.66 K | $132.54 M | -2.00% | 2.59% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 889.80 K | $132.56 M | 793.99% | 2.51% |
| LYRICAL ASSET MANAGEMENT LP | 02/11/2026 | 773.91 K | $115.30 M | -6.80% | 2.25% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 02/24/2026 | 776.01 K | $115.61 M | -1.53% | 2.19% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 725.16 K | $108.03 M | -17.51% | 2.11% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 687.66 K | $102.45 M | 6.98% | 2.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 638.96 K | $95.21 M | 1.10% | 1.86% |
| SEI INVESTMENTS CO | 02/13/2026 | 549.78 K | $81.91 M | 10.68% | 1.55% |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 02/17/2026 | 454.27 K | $67.68 M | 1.82% | 1.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 445.59 K | $66.38 M | 2.62% | 1.26% |
| UBS GROUP AG | 01/29/2026 | 429.83 K | $64.04 M | -1.00% | 1.25% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 02/13/2026 | 422.41 K | $62.93 M | -28.67% | 1.19% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 01/28/2026 | 408.02 K | $63.94 M | -14.18% | 1.15% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 381.33 K | $56.81 M | 9.95% | 1.11% |
| FEDERATED HERMES, INC. | 02/12/2026 | 349.45 K | $52.06 M | -10.92% | 1.02% |
| SNYDER CAPITAL MANAGEMENT L P | 02/12/2026 | 348.17 K | $51.87 M | 98.47% | 1.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 340.83 K | $50.78 M | -10.42% | 0.99% |
| NORGES BANK | 02/10/2026 | 336.97 K | $50.20 M | 100.00% | 0.98% |
| ARIEL INVESTMENTS, LLC | 02/13/2026 | 336.80 K | $50.18 M | -1.21% | 0.95% |
| SUNRIVER MANAGEMENT LLC | 02/13/2026 | 329.18 K | $49.04 M | 6.85% | 0.93% |
| NORTHERN TRUST CORP | 02/17/2026 | 319.46 K | $47.59 M | 6.00% | 0.90% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 02/12/2026 | 268.02 K | $39.93 M | 627.04% | 0.78% |
| GOTHAM ASSET MANAGEMENT, LLC | 02/17/2026 | 267.44 K | $39.84 M | -1.30% | 0.78% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 265.87 K | $39.61 M | -13.23% | 0.75% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 239.30 K | $35.65 M | 20.59% | 0.67% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 231.59 K | $34.50 M | -19.64% | 0.67% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 02/17/2026 | 227.97 K | $33.96 M | 10.95% | 0.64% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/11/2026 | 214.56 K | $31.97 M | -8.14% | 0.62% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 214.82 K | $32.00 M | -6.71% | 0.61% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 179.58 K | $26.75 M | 14.77% | 0.52% |
| RICE HALL JAMES & ASSOCIATES, LLC | 02/17/2026 | 174.14 K | $25.94 M | 0.09% | 0.51% |
| SOLEL PARTNERS LP | 02/17/2026 | 167.00 K | $24.88 M | 41.41% | 0.47% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 121.27 K | $18.07 M | -0.65% | 0.35% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 124.18 K | $18.50 M | -3.75% | 0.35% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 122.83 K | $18.30 M | 176.51% | 0.35% |
| RHUMBLINE ADVISERS | 02/13/2026 | 104.22 K | $15.53 M | -1.90% | 0.30% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 103.23 K | $15.38 M | 4.81% | 0.30% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 100.50 K | $14.97 M | 26.30% | 0.28% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 95.81 K | $14.27 M | 56.86% | 0.28% |
| CLIFFORD CAPITAL PARTNERS LLC | 02/17/2026 | 95.33 K | $14.20 M | 100.00% | 0.27% |
| INCLINE GLOBAL MANAGEMENT LLC | 02/17/2026 | 91.38 K | $13.61 M | -7.71% | 0.27% |
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WEX Inc institutional Ownership - FAQ's
During the previous two years, 656 institutional investors and hedge funds held shares of WEX Inc. The most heavily invested institutionals were:
River Road Asset Management, LLC: 476,077
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: 375,110
UBS Group AG: 289,761
Bank of New York Mellon Corp: 232,682
Nuveen, LLC: 91,917
PRINCIPAL FINANCIAL GROUP INC: 76,507
108.24% of WEX Inc stock is owned by institutional investors.
Institutional investors have bought a total of 52.83 M shares in the last 24 months. This purchase volume represents approximately $8.56 B in transactions.