WEX Inc. (WEX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

35,900,000Shares Outstanding

38,798,207Shares held by institutions

$5,805,763,695Value of institutional holdings

108.07%Institutional ownership %

2.81%Shares Changed QoQ

414No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

WEX Inc. (NYSE:WEX) has 413 institutional investors with active 13F positions as of December 2025.

These investors collectively held 107.4% of Wex's outstanding shares in December 2025, down from 112.1% in September 2025.
Their total shares held in WEX increased 2.38% from the prior quarter, while the number of investors in Wex decreased 2.13% year over year.
Among the 413 funds, 200 bought more Wex shares, 144 sold down, and 69 held their ground.
Altogether, these fund groups held 38.55Mn shares in WEX by December 2025, up by 897.51K shares quarter on quarter, and down 4.61Mn shares year over year.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is the top holder of Wex as of December 31, 2025, with 375.11K shares representing 1.04% of outstanding stock.
Leading buyers of Wex shares for the quarter ending December 2025 were SG Americas Securities, LLC (53.26K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (25.29K), Janney Montgomery Scott LLC (4.05K), Merit Financial Group, LLC (2.3K), Parcion Private Wealth LLC (1.65K).
Top sellers of WEX stock for the quarter ending December 2025 included LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA (32.9K), Retirement Systems of Alabama (26.02K), Pictet Asset Management Holding SA (4.86K), HM PAYSON & CO (1.0K), Sterling Capital Management LLC (798).
Business Quant data shows the 10 biggest positions in Wex as of December 2025 are held by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA (375.11K), SG Americas Securities, LLC (67.93K), SPINNAKER TRUST (65.96K), Retirement Systems of Alabama (42.04K), HM PAYSON & CO (27.69K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (25.29K), OPPENHEIMER ASSET MANAGEMENT INC. (15.83K), YOUSIF CAPITAL MANAGEMENT, LLC (10.01K), Louisiana State Employees Retirement System (9.9K), Radnor Capital Management, LLC (8.93K).

418 Institutional Holders

38,798,207 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Janus Henderson Group Plc	31 Dec, 2025	3,872,042	6,960	0.18%	$576,853,366.00
VANGUARD GROUP INC	31 Dec, 2025	3,222,345	-39,910	-1.22%	$480,064,958.00
BlackRock, Inc.	31 Dec, 2025	3,058,759	2,424	0.08%	$455,693,841.00
PAR CAPITAL MANAGEMENT INC	31 Dec, 2025	2,252,000	400,500	21.63%	$335,502,960.00
Impactive Capital LP	31 Dec, 2025	2,195,253	0	0.00%	$327,048,792.00
Morgan Stanley	31 Dec, 2025	2,111,108	-620,574	-22.72%	$314,513,143.00
Boston Partners	31 Dec, 2025	1,447,442	174,079	13.67%	$215,954,707.00
FMR LLC	31 Dec, 2025	1,146,526	73,465	6.85%	$170,809,422.00
State Street Corp	31 Dec, 2025	1,061,776	-9,881	-0.92%	$158,183,388.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	889,802	790,271	793.99%	$132,562,701.00
EARNEST PARTNERS LLC	31 Dec, 2025	889,664	-18,139	-2.00%	$132,542,143.00
River Road Asset Management, LLC	31 Dec, 2025	776,008	-12,033	-1.53%	$115,609,672.00
LYRICAL ASSET MANAGEMENT LP	31 Dec, 2025	773,908	-56,441	-6.80%	$115,296,814.00
Bank Of America Corp /De/	31 Dec, 2025	725,157	-1,032,909	-58.75%	$108,033,865.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	687,655	44,842	6.98%	$102,453,884.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	638,957	6,971	1.10%	$95,209,465.00
Sei Investments Co	31 Dec, 2025	549,775	53,040	10.68%	$81,905,501.00
Goldman Sachs Group Inc	31 Dec, 2025	478,602	280,162	141.18%	$71,302,126.00
HAWK RIDGE CAPITAL MANAGEMENT LP	31 Dec, 2025	454,271	8,100	1.82%	$67,677,294.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	445,585	11,367	2.62%	$66,383,253.00

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