WEX Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 3.87 M | $608.87 M | -0.14% | 11.27% |
| VANGUARD GROUP INC | 11/07/2025 | 3.26 M | $513.90 M | 0.37% | 9.51% |
| BLACKROCK, INC. | 11/12/2025 | 3.06 M | $481.46 M | -1.22% | 8.91% |
| MORGAN STANLEY | 11/14/2025 | 2.73 M | $430.32 M | 1.78% | 7.96% |
| IMPACTIVE CAPITAL LP | 11/14/2025 | 2.20 M | $345.82 M | -8.35% | 6.40% |
| PAR CAPITAL MANAGEMENT INC | 11/14/2025 | 1.85 M | $291.67 M | 0.02% | 5.40% |
| BOSTON PARTNERS | 11/13/2025 | 1.27 M | $200.70 M | 0.33% | 3.71% |
| FMR LLC | 11/13/2025 | 1.07 M | $169.04 M | 2.23% | 3.13% |
| STATE STREET CORP | 11/14/2025 | 1.07 M | $168.82 M | -1.96% | 3.12% |
| EARNEST PARTNERS LLC | 11/14/2025 | 907.80 K | $143.01 M | 1.12% | 2.65% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 879.03 K | $138.47 M | 8.57% | 2.56% |
| CITADEL ADVISORS LLC | 11/14/2025 | 869.76 K | $137.01 M | 58,077.99% | 2.54% |
| LYRICAL ASSET MANAGEMENT LP | 11/12/2025 | 830.35 K | $130.80 M | 7.54% | 2.42% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 11/12/2025 | 788.04 K | $124.14 M | -1.23% | 2.30% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 642.81 K | $101.27 M | 1.26% | 1.87% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 631.99 K | $99.58 M | 3.05% | 1.84% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 11/14/2025 | 592.20 K | $93.29 M | 100.00% | 1.73% |
| SEI INVESTMENTS CO | 11/13/2025 | 496.74 K | $78.25 M | 2.32% | 1.45% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10/24/2025 | 475.43 K | $76.10 M | -38.11% | 1.39% |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 11/14/2025 | 446.17 K | $70.29 M | 10.64% | 1.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 434.22 K | $68.40 M | 37.27% | 1.27% |
| UBS GROUP AG | 11/13/2025 | 434.15 K | $68.39 M | 68.21% | 1.27% |
| FEDERATED HERMES, INC. | 11/03/2025 | 392.28 K | $61.80 M | -2.45% | 1.14% |
| JPMORGAN CHASE & CO | 11/26/2025 | 380.47 K | $59.94 M | -64.96% | 1.11% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 346.82 K | $54.63 M | -9.94% | 1.01% |
| ARIEL INVESTMENTS, LLC | 11/14/2025 | 340.94 K | $53.71 M | -15.00% | 0.99% |
| SUNRIVER MANAGEMENT LLC | 11/13/2025 | 308.08 K | $48.53 M | -9.64% | 0.90% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 306.42 K | $48.27 M | -8.49% | 0.89% |
| NORTHERN TRUST CORP | 11/14/2025 | 301.37 K | $47.47 M | 0.29% | 0.88% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 288.20 K | $45.40 M | -1.51% | 0.84% |
| GOTHAM ASSET MANAGEMENT, LLC | 11/14/2025 | 270.96 K | $42.68 M | 39.83% | 0.79% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/12/2025 | 233.56 K | $36.79 M | -3.35% | 0.68% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 230.27 K | $36.27 M | -3.71% | 0.67% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 11/14/2025 | 205.47 K | $32.37 M | 15.45% | 0.60% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 205.15 K | $32.32 M | 119.76% | 0.60% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 198.44 K | $31.26 M | 59.65% | 0.58% |
| SNYDER CAPITAL MANAGEMENT L P | 11/12/2025 | 175.43 K | $27.64 M | 13.62% | 0.51% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/16/2025 | 173.99 K | $27.41 M | -8.40% | 0.51% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 156.47 K | $24.65 M | -7.02% | 0.46% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 11/14/2025 | 131.68 K | $20.74 M | 100.00% | 0.38% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 129.03 K | $20.33 M | -31.16% | 0.38% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 122.07 K | $19.23 M | 0.49% | 0.36% |
| SOLEL PARTNERS LP | 11/14/2025 | 118.10 K | $18.60 M | 100.00% | 0.34% |
| RHUMBLINE ADVISERS | 11/06/2025 | 106.23 K | $16.73 M | -1.09% | 0.31% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 99.53 K | $15.68 M | -34.02% | 0.29% |
| INCLINE GLOBAL MANAGEMENT LLC | 11/14/2025 | 99.02 K | $15.60 M | 11.64% | 0.29% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 98.50 K | $15.52 M | 23.09% | 0.29% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 91.98 K | $14.49 M | -48.57% | 0.27% |
| NUVEEN, LLC | 11/12/2025 | 85.93 K | $13.54 M | -8.58% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 83.90 K | $13.22 M | -4.15% | 0.24% |
WEX Inc. institutional Ownership - FAQ's
During the previous two years, 596 institutional investors and hedge funds held shares of WEX Inc.. The most heavily invested institutionals were:
JANUS HENDERSON GROUP PLC: 3.87 M
VANGUARD GROUP INC: 3.26 M
BlackRock, Inc.: 3.06 M
MORGAN STANLEY: 2.73 M
Impactive Capital LP: 2.2 M
PAR CAPITAL MANAGEMENT INC: 1.85 M
109.99% of WEX Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 52.56 M shares in the last 24 months. This purchase volume represents approximately $8.39 B in transactions.