WEX Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 3.22 M | $480.06 B | -1.22% | 9.37% |
| BLACKROCK, INC. | 02/12/2026 | 3.06 M | $455.69 M | 0.08% | 8.89% |
| 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% |
| 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% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 725.16 K | $108.03 B | -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 B | 1.10% | 1.86% |
| SEI INVESTMENTS CO | 02/13/2026 | 549.78 K | $81.91 M | 10.68% | 1.55% |
| 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% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 02/12/2026 | 268.02 K | $39.93 M | 627.04% | 0.78% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 239.30 K | $35.65 B | 20.59% | 0.70% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 231.59 K | $34.50 M | -19.64% | 0.67% |
| 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% |
| 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% |
| RHUMBLINE ADVISERS | 02/13/2026 | 104.22 K | $15.53 B | -1.90% | 0.30% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 103.23 K | $15.38 M | 4.81% | 0.30% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 95.81 K | $14.27 M | 56.86% | 0.28% |
| NUVEEN, LLC | 02/12/2026 | 84.44 K | $12.58 M | -1.74% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 74.34 K | $11.08 M | -11.39% | 0.21% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 73.75 K | $10.99 M | -3.11% | 0.21% |
| CENTERBOOK PARTNERS LP | 02/11/2026 | 70.83 K | $10.55 M | 252.72% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 68.94 K | $10.27 M | 249.57% | 0.20% |
| THOMPSON SIEGEL & WALMSLEY LLC | 02/10/2026 | 68.33 K | $10.18 M | 1.44% | 0.20% |
| IEQ CAPITAL, LLC | 02/13/2026 | 69.05 K | $10.29 M | 303.46% | 0.19% |
| NOMURA HOLDINGS INC | 02/17/2026 | 68.49 K | $10.20 M | 100.00% | 0.19% |
| SPINNAKER TRUST | 02/10/2026 | 65.96 K | $9.83 M | 0.50% | 0.19% |
| RETIREMENT SYSTEMS OF ALABAMA | 01/15/2026 | 68.05 K | $10.14 M | -0.40% | 0.19% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 65.87 K | $9.81 M | -4.33% | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 65.35 K | $9.74 M | -3.46% | 0.19% |
| GATOR CAPITAL MANAGEMENT, LLC | 02/13/2026 | 66.52 K | $9.91 M | 0.84% | 0.19% |
| SWISS NATIONAL BANK | 02/12/2026 | 64.23 K | $9.57 M | 1.74% | 0.19% |
| LIGHTROCK NETHERLANDS B.V. | 01/26/2026 | 62.50 K | $9.31 M | 42.69% | 0.18% |
| BRIDGEWATER ASSOCIATES, LP | 02/13/2026 | 57.87 K | $8.62 M | 202.12% | 0.16% |
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WEX Inc institutional Ownership - FAQ's
During the previous two years, 563 institutional investors and hedge funds held shares of WEX Inc. The most heavily invested institutionals were:
VANGUARD GROUP INC: 3.22 M
BlackRock, Inc.: 3.06 M
MORGAN STANLEY: 2.11 M
Boston Partners: 1.45 M
STATE STREET CORP: 1.06 M
AQR CAPITAL MANAGEMENT LLC: 889,802
105.88% of WEX Inc stock is owned by institutional investors.
Institutional investors have bought a total of 40.55 M shares in the last 24 months. This purchase volume represents approximately $6.28 B in transactions.