Recent Quarter Total Invested
$7.29 B
Recent Quarter Institutional Ownership Percentage
98.31%
Total Invested of Last Quarter
$9.80 B
Ownership Percentage of Last Quarter
98.88%
WEX Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 4.14 M | $733.06 M | 1.22% | 9.90% |
| VANGUARD GROUP INC | 08/13/2024 | 4.00 M | $708.87 M | -2.60% | 9.57% |
| BLACKROCK INC. | 08/13/2024 | 3.72 M | $658.79 M | -3.54% | 8.90% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 2.71 M | $479.71 M | -2.68% | 6.48% |
| MORGAN STANLEY | 10/17/2024 | 2.20 M | $389.66 M | 12.45% | 5.26% |
| IMPACTIVE CAPITAL LP | 08/14/2024 | 1.98 M | $350.51 M | -6.04% | 4.73% |
| PAR CAPITAL MANAGEMENT INC | 08/14/2024 | 1.84 M | $325.94 M | -0.54% | 4.40% |
| FMR LLC | 08/13/2024 | 1.43 M | $253.35 M | 29.82% | 3.42% |
| STATE STREET CORP | 08/14/2024 | 1.24 M | $219.13 M | -2.50% | 2.96% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1.05 M | $186.16 M | 23.36% | 2.51% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 07/17/2024 | 914,250 | $173.56 M | 5.56% | 2.19% |
| LYRICAL ASSET MANAGEMENT LP | 08/12/2024 | 862,337 | $152.75 M | -2.44% | 2.06% |
| BESSEMER GROUP INC | 08/13/2024 | 776,420 | $137.54 M | 5.59% | 1.86% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 698,800 | $123.82 M | -0.08% | 1.67% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 07/19/2024 | 686,201 | $121.55 M | 4.29% | 1.64% |
| BROWN ADVISORY INC | 08/14/2024 | 544,206 | $96.40 M | -10.70% | 1.30% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 495,527 | $87.77 M | 34.34% | 1.19% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 465,844 | $82.52 M | -24.55% | 1.11% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 462,874 | $81.99 M | -24.20% | 1.11% |
| NORGES BANK | 08/14/2024 | 460,918 | $81.65 M | 100.00% | 1.10% |
| PRIMECAP MANAGEMENT CO/CA/ | 08/09/2024 | 414,323 | $73.39 M | -6.06% | 0.99% |
| FEDERATED HERMES, INC. | 08/08/2024 | 402,365 | $71.27 M | 3.03% | 0.96% |
| CITADEL ADVISORS LLC | 08/14/2024 | 387,900 | $68.71 M | 61.56% | 0.93% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 378,969 | $67.13 M | 4.98% | 0.91% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 337,599 | $59.80 M | 0.85% | 0.81% |
| NORTHERN TRUST CORP | 08/14/2024 | 327,786 | $58.06 M | 13.49% | 0.78% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 315,926 | $56.01 M | 5.09% | 0.76% |
| JENNISON ASSOCIATES LLC | 08/05/2024 | 315,173 | $55.83 M | -17.25% | 0.75% |
| LOOMIS SAYLES & CO L P | 08/13/2024 | 291,326 | $51.61 M | -6.80% | 0.70% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 08/08/2024 | 287,420 | $50.91 M | 9.51% | 0.69% |
| PREMIER FUND MANAGERS LTD | 08/13/2024 | 254,000 | $44.34 M | 0.00% | 0.61% |
| BAMCO INC /NY/ | 08/14/2024 | 253,576 | $44.92 M | 0.00% | 0.61% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 08/14/2024 | 237,309 | $42.04 M | -8.16% | 0.57% |
| FRESHFORD CAPITAL MANAGEMENT, LLC | 08/14/2024 | 167,450 | $29.66 M | 36.00% | 0.40% |
| HANDELSBANKEN FONDER AB | 08/05/2024 | 158,844 | $28.14 M | -20.12% | 0.38% |
| MARSHALL WACE, LLP | 08/14/2024 | 155,319 | $27.51 M | 22.70% | 0.37% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 154,958 | $27.45 M | -22.07% | 0.37% |
| INVESCO LTD. | 08/13/2024 | 152,317 | $26.98 M | 31.27% | 0.36% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 148,042 | $26.22 M | 71.51% | 0.35% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 139,576 | $24.72 M | -13.45% | 0.33% |
| RENAISSANCE GROUP LLC | 08/14/2024 | 138,757 | $24.58 M | -11.93% | 0.33% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 127,991 | $22.67 M | -42.73% | 0.31% |
| RHUMBLINE ADVISERS | 08/01/2024 | 125,573 | $22.24 M | -4.29% | 0.30% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 08/05/2024 | 119,723 | $21.21 M | -6.78% | 0.29% |
| WCM INVESTMENT MANAGEMENT, LLC | 07/31/2024 | 114,398 | $19.95 M | 5.37% | 0.27% |
| BLAIR WILLIAM & CO/IL | 08/12/2024 | 112,877 | $20.00 M | -2.82% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 100,000 | $17.71 M | 0.00% | 0.24% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2024 | 96,438 | $17.08 M | 28.37% | 0.23% |
| HM PAYSON & CO | 08/13/2024 | 92,566 | $16.40 M | -45.30% | 0.22% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 88,556 | $15.69 M | 160.37% | 0.21% |
WEX Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of WEX shares?
During the previous two years, 620 institutional investors and hedge funds held shares of WEX Inc.. The most heavily invested institutionals were:
JANUS HENDERSON GROUP PLC: 4.16 M
BlackRock Funding, Inc. /DE: 3.64 M
WELLINGTON MANAGEMENT GROUP LLP: 2.61 M
MORGAN STANLEY: 2.27 M
Impactive Capital LP: 2.17 M
PAR CAPITAL MANAGEMENT INC: 1.85 M
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What percentage of WEX Inc. stock is owned by institutional investors?
98.31% of WEX Inc. stock is owned by institutional investors.
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How much institutional buying is happening at WEX ?
Institutional investors have bought a total of 50.27 M shares in the last 24 months. This purchase volume represents approximately $9.13 B in transactions.