Wex Institutional Ownership

NYSE WEX
$183.58 +1.57 (+0.86%)
As of: Oct 19, 2026 · 3:59 PM EDT

Institutions by Trading Activity

417 Institutions
Increased 189 45.3%
Unchanged 62 14.9%
Reduced 166 39.8%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
—
13F totals exceed reported shares outstanding
Shares Held by Institutions
39.69Mn
of 34.70Mn outstanding
▲+2.52% QoQ
Shares Outstanding
34.70Mn
Institutional Investors
417
filed 13F for Jun 2026
▼-10 vs prior quarter
Net Shares Added (QoQ)
+973.97K
accumulated since last quarter
Value of Holdings
$7.18Bn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —

Ownership Summary

WEX Inc. (NYSE:WEX) was held by 417 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Form 13F Holdings

417 Institutional Holders

Report period 30 Jun, 2026
Total shares held 39.69Mn
Of outstanding —
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 Jupiter Topco LLC 0002146052 3,967,061 11.43% ▲3,967,061 0.00% $559.71Mn
2 BlackRock, Inc. 0002012383 3,167,005 9.13% ▲61,564 +1.98% $446.83Mn
3 PAR CAPITAL MANAGEMENT INC 0001051359 2,254,984 6.50% 0 0.00% $318.16Mn
4 Morgan Stanley 0000895421 1,949,295 5.62% ▼150,973 -7.19% $275.03Mn
5 FMR LLC 0000315066 1,801,385 5.19% ▲576,081 +47.02% $254.16Mn
6 Impactive Capital LP 0001786767 1,707,253 4.92% 0 0.00% $240.88Mn
7 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 1,513,612 4.36% ▼28,834 -1.87% $213.56Mn
8 Boston Partners 0001386060 1,493,028 4.30% ▼167,745 -10.10% $210.78Mn
9 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 1,430,765 4.12% ▼52,838 -3.56% $201.87Mn
10 State Street Corp 0000093751 1,133,228 3.27% ▲41,815 +3.83% $159.89Mn
11 EARNEST PARTNERS LLC 0001102578 857,373 2.47% ▼25,632 -2.90% $120.97Mn
12 Bank Of America Corp /De/ 0000070858 815,695 2.35% ▼7,986 -0.97% $115.09Mn
13 LYRICAL ASSET MANAGEMENT LP 0001542302 770,524 2.22% ▲9,588 +1.26% $108.71Mn
14 DIMENSIONAL FUND ADVISORS LP 0000354204 733,560 2.11% ▲47,425 +6.91% $103.48Mn
15 Turtle Creek Asset Management Inc. 0001484148 728,088 2.10% ▲58,753 +8.78% $102.73Mn
16 GEODE CAPITAL MANAGEMENT, LLC 0001214717 671,582 1.94% ▲15,745 +2.40% $110.40Mn
17 CITADEL ADVISORS LLC 0001423053 582,786 1.68% ▲307,959 +112.06% $82.23Mn
18 Sei Investments Co 0000350894 549,632 1.58% ▼47,968 -8.03% $77.55Mn
19 Capital World Investors 0001422849 547,682 1.58% ▲336,442 +159.27% $77.27Mn
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 487,579 1.41% ▲9,026 +1.89% $68.79Mn