WEX Inc. (WEX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

35,900,000Shares Outstanding

38,798,185Shares held by institutions

$6,001,691,238Value of institutional holdings

108.07%Institutional ownership %

2.81%Shares Changed QoQ

413No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

WEX Inc. (NYSE:WEX) has 413 institutional investors that have filed 13F reports for the period ending December 2025.

These investors collectively held 107.4% of Wex's outstanding shares in December 2025, down from 112.1% in September 2025.
They increased total shares held in Wex by 2.38% from last quarter, and the number of investors in WEX decreased 2.13% annually.
During the quarter, 200 of these 413 funds increased positions in WEX, 144 reduced exposure, and 69 held steady.
In total, institutional investors held 38.55Mn shares in Wex as of December 2025, up by 897.51K shares quarter on quarter, and down 4.61Mn shares year over year.
Janus Henderson Group Plc is the top holder of Wex as of December 31, 2025, with 3.87Mn shares representing 10.79% of outstanding stock.
The largest buyers of Wex for the quarter ending December 2025 were AQR CAPITAL MANAGEMENT LLC (790.27K), PAR CAPITAL MANAGEMENT INC (400.5K), NORGES BANK (336.97K), NEW SOUTH CAPITAL MANAGEMENT INC (231.16K), M&T Bank Corp (192.9K).
The biggest sellers of Wex for the quarter ending December 2025 included Bank Of America Corp /De/ (1.03Mn), Morgan Stanley (620.57K), Jpmorgan Chase & Co (420.1K), BNP PARIBAS FINANCIAL MARKETS (184.32K), Turtle Creek Asset Management Inc. (169.79K).
Business Quant data shows the 10 biggest positions in Wex as of December 2025 are held by Janus Henderson Group Plc (3.87Mn), VANGUARD GROUP INC (3.22Mn), BlackRock, Inc. (3.06Mn), PAR CAPITAL MANAGEMENT INC (2.25Mn), Impactive Capital LP (2.2Mn), Morgan Stanley (2.11Mn), Boston Partners (1.45Mn), FMR LLC (1.15Mn), State Street Corp (1.06Mn), AQR CAPITAL MANAGEMENT LLC (889.8K).

413 Institutional Holders

38,798,185 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

1 - 20 of 413

Research Tools