WEX INC (WEX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
384
Reporting holders
$5.7B
Reported value
115.8%
Of shares outstanding
1.2%
Held as options
-23
Holder change
Institutions report 39,478,433 shares against 34,081,611 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Jupiter Topco LLC | $559.7M | 3,967,061 | 0.23% | new | FIRST |
| BlackRock, Inc. | $446.8M | 3,167,005 | 0.01% | 8q | +2.0%+$8.7M |
| PAR CAPITAL MANAGEMENT INC | $318.2M | 2,254,984 | 7.89% | 31q | HELD |
| MORGAN STANLEY | $275.0M | 1,949,295 | 0.01% | 35q | -7.2%-$21.3M |
| FMR LLC | $254.2M | 1,801,385 | 0.01% | 31q | +47.0%+$81.3M |
| Impactive Capital LP | $240.9M | 1,707,253 | 17.19% | 22q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $213.6M | 1,513,612 | 0.00% | 2q | -1.9%-$4.1M |
| Boston Partners | $210.8M | 1,493,028 | 0.19% | 5q | -10.1%-$23.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $201.9M | 1,430,765 | 0.01% | 2q | -3.6%-$7.5M |
| STATE STREET CORP | $159.9M | 1,133,228 | 0.00% | 31q | +3.8%+$5.9M |
| EARNEST PARTNERS LLC | $121.0M | 857,373 | 0.44% | 8q | -2.9%-$3.6M |
| BANK OF AMERICA CORP /DE/ | $115.1M | 815,695 | 0.01% | 31q | -1.0%-$1.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $110.4M | 671,582 | 0.01% | 31q | +2.4%+$2.6M |
| LYRICAL ASSET MANAGEMENT LP | $108.7M | 770,524 | 1.38% | 10q | +1.3%+$1.4M |
| DIMENSIONAL FUND ADVISORS LP | $103.5M | 733,560 | 0.02% | 31q | +6.9%+$6.7M |
| TURTLE CREEK ASSET MANAGEMENT INC. | $102.7M | 728,088 | 4.01% | 4q | +8.8%+$8.3M |
| CITADEL ADVISORS LLC | $85.4M | 582,786 | 0.01% | 31q | +112.1%+$45.1M |
| SEI INVESTMENTS CO | $77.5M | 549,632 | 0.07% | 31q | -8.0%-$6.8M |
| Capital World Investors | $77.3M | 547,682 | 0.01% | 5q | +159.3%+$47.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $68.8M | 487,579 | 0.01% | 31q | +1.9%+$1.3M |
| Sixth Street Partners Management Company, L.P. | $68.8M | 487,579 | 0.01% | new | NEW |
| SNYDER CAPITAL MANAGEMENT L P | $65.8M | 466,244 | 1.14% | 8q | +25.8%+$13.5M |
| NEW SOUTH CAPITAL MANAGEMENT INC | $62.7M | 444,624 | 2.75% | 19q | +78.7%+$27.6M |
| River Road Asset Management, LLC | $60.0M | 424,915 | 0.67% | 16q | -10.7%-$7.2M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $54.6M | 386,978 | 0.16% | 16q | +63.6%+$21.2M |
| JPMORGAN CHASE & CO | $52.3M | 381,242 | 0.00% | 31q | +12.6%+$5.9M |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $51.8M | 367,338 | 0.50% | 31q | -2.1%-$1.1M |
| NORGES BANK | $51.5M | 365,109 | 0.01% | 32q | +8.3%+$4.0M |
| NORTHERN TRUST CORP | $49.6M | 351,672 | 0.01% | 31q | +5.7%+$2.7M |
| FEDERATED HERMES, INC. | $49.3M | 349,233 | 0.07% | 31q | -3.6%-$1.9M |
| UBS Group AG | $48.3M | 342,363 | 0.01% | 31q | +18.2%+$7.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $47.4M | 33,156 | 0.00% | 31q | +1304.3%+$44.1M |
| ARIEL INVESTMENTS, LLC | $46.8M | 331,383 | 0.47% | 8q | -1.9%-$894.7K |
| Gotham Asset Management, LLC | $44.8M | 317,400 | 0.10% | 19q | -15.4%-$8.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $43.3M | 306,816 | 0.01% | 31q | HELD |
| HAWK RIDGE CAPITAL MANAGEMENT LP | $34.6M | 245,411 | 1.11% | 6q | +50.1%+$11.6M |
| Solel Partners LP | $31.4M | 222,387 | 5.33% | 4q | +33.2%+$7.8M |
| VANGUARD FIDUCIARY TRUST CO | $30.9M | 218,743 | 0.01% | 2q | +2.4%+$717.6K |
| Bank of New York Mellon Corp | $30.7M | 217,396 | 0.01% | 31q | -6.6%-$2.2M |
| Sunriver Management LLC | $28.6M | 202,518 | 4.49% | 8q | -0.6%-$165.9K |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $28.4M | 200,968 | 1.46% | 5q | HELD |
| NEUBERGER BERMAN GROUP LLC | $28.2M | 200,003 | 0.02% | 31q | -0.8%-$235.8K |
| Quantinno Capital Management LP | $26.2M | 185,702 | 0.03% | 19q | -12.8%-$3.8M |
| RICE HALL JAMES & ASSOCIATES, LLC | $25.2M | 178,606 | 1.23% | 9q | -0.9%-$241.0K |
| Incline Global Management LLC | $24.7M | 174,922 | 6.92% | 21q | +1016.8%+$22.5M |
| LOOMIS SAYLES & CO L P | $24.1M | 170,685 | 0.03% | 31q | -2.5%-$628.3K |
| Meridiem Capital Partners LP | $22.7M | 160,776 | 1.02% | new | NEW |
| GOLDMAN SACHS GROUP INC | $21.6M | 153,020 | 0.00% | 31q | -8.3%-$2.0M |
| JANE STREET GROUP, LLC | $20.6M | 109,924 | 0.00% | 4q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $18.4M | 134,942 | 0.01% | 18q | -89.7%-$159.4M |
| LONE PEAK GLOBAL INVESTORS LLC | $17.9M | 127,062 | 2.47% | 3q | +37.7%+$4.9M |
| NEW YORK STATE COMMON RETIREMENT FUND | $17.0M | 120,532 | 0.02% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $16.9M | 119,877 | 0.00% | 31q | -4.6%-$811.8K |
| RHUMBLINE ADVISERS | $14.9M | 105,297 | 0.01% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $13.5M | 97,569 | 0.01% | 10q | -8.4%-$1.2M |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $12.8M | 91,000 | 2.58% | new | NEW |
| Nuveen, LLC | $12.8M | 90,827 | 0.00% | 6q | -1.2%-$153.8K |
| Point72 Asset Management, L.P. | $12.5M | 88,419 | 0.01% | new | NEW |
| Schonfeld Strategic Advisors LLC | $12.4M | 87,926 | 0.04% | new | NEW |
| Invesco Ltd. | $12.3M | 86,892 | 0.00% | 31q | +4.3%+$510.9K |
| Lightrock Netherlands B.V. | $12.2M | 86,800 | 2.42% | 6q | +44.7%+$3.8M |
| Russell Investments Group, Ltd. | $11.7M | 83,127 | 0.01% | 31q | +341.3%+$9.1M |
| California Public Employees Retirement System | $11.6M | 82,330 | 0.01% | 31q | +7.5%+$807.9K |
| PRINCIPAL FINANCIAL GROUP INC | $11.1M | 78,703 | 0.01% | 31q | +2.9%+$309.8K |
| IMC-Chicago, LLC | $10.1M | 11,164 | 0.00% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $10.0M | 70,802 | 0.00% | 31q | -6.0%-$634.3K |
| Swiss National Bank | $9.3M | 66,026 | 0.00% | 31q | +2.5%+$225.7K |
| SPINNAKER TRUST | $9.3M | 65,963 | 0.45% | 23q | HELD |
| RAYMOND JAMES FINANCIAL INC | $9.2M | 65,413 | 0.00% | 7q | -7.4%-$733.7K |
| XTX Topco Ltd | $8.7M | 61,842 | 0.11% | 3q | +1886.6%+$8.3M |
| Rhino Investment Partners, Inc | $8.1M | 57,705 | 2.46% | 5q | -5.7%-$493.8K |
| Corient Private Wealth LP | $8.1M | 57,547 | 0.01% | 15q | +303.8%+$6.1M |
| CenterBook Partners LP | $7.9M | 55,870 | 0.39% | 4q | +460.8%+$6.5M |
| PRIMECAP MANAGEMENT CO/CA/ | $7.7M | 54,660 | 0.00% | 22q | -53.2%-$8.8M |
| Crossmark Global Holdings, Inc. | $7.6M | 54,014 | 0.10% | 31q | +29.5%+$1.7M |
| Walleye Trading LLC | $6.9M | 16,977 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $6.7M | 47,663 | 0.00% | 31q | -46.2%-$5.8M |
| ALLIANCEBERNSTEIN L.P. | $6.5M | 42,214 | 0.00% | 31q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $6.2M | 43,625 | 0.01% | 31q | -0.7%-$40.5K |
| Legal & General Group Plc | $6.1M | 43,171 | 0.00% | 31q | -0.9%-$57.1K |
| Gator Capital Management, LLC | $6.1M | 42,899 | 1.27% | 10q | -12.9%-$898.0K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6.0M | 42,395 | 0.02% | 31q | +116.5%+$3.2M |
| AMERIPRISE FINANCIAL INC | $5.7M | 40,128 | 0.00% | 31q | -74.8%-$16.8M |
| Connor, Clark & Lunn Investment Management Ltd. | $5.4M | 38,186 | 0.01% | 3q | +100.9%+$2.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5.4M | 38,008 | 0.00% | new | NEW |
| KESTREL INVESTMENT MANAGEMENT CORP | $5.2M | 36,900 | 2.83% | new | NEW |
| SEIZERT CAPITAL PARTNERS, LLC | $5.2M | 36,723 | 0.21% | 2q | +51.0%+$1.7M |
| FIRST TRUST ADVISORS LP | $5.2M | 36,621 | 0.00% | 17q | -30.1%-$2.2M |
| Empowered Funds, LLC | $5.1M | 36,137 | 0.03% | 6q | +1291.0%+$4.7M |
| Retirement Systems of Alabama | $5.1M | 35,857 | 0.02% | 31q | -14.7%-$871.8K |
| HSBC HOLDINGS PLC | $5.0M | 36,689 | 0.00% | 14q | +2250.4%+$4.8M |
| Twin Tree Management, LP | $5.0M | 9,793 | 0.09% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $5.0M | 35,391 | 0.00% | 22q | +112.4%+$2.6M |
| WINTON GROUP Ltd | $5.0M | 35,308 | 0.16% | new | NEW |
| Swedbank AB | $5.0M | 35,300 | 0.00% | 8q | HELD |
| Jump Financial, LLC | $4.6M | 32,314 | 0.04% | new | NEW |
| Foyston, Gordon & Payne Inc | $4.4M | 31,162 | 0.94% | 12q | +2.3%+$100.9K |
| Illinois Municipal Retirement Fund | $4.4M | 30,917 | 0.05% | 9q | +44.9%+$1.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.3M | 30,791 | 0.00% | 2q | +1.6%+$70.0K |
| AMERICAN CENTURY COMPANIES INC | $4.3M | 30,165 | 0.00% | 17q | +915.7%+$3.8M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G | FMR LLCwith 1 co-filers | 5.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 384 | $5.7B | 39,478,433 | 63 | 105 | 147 | 1.2% |
| Q1 2026 | 407 | $5.9B | 38,272,815 | 62 | 156 | 109 | 1.3% |
| Q4 2025 | 398 | $5.7B | 37,965,005 | 63 | 114 | 138 | 0.1% |
| Q3 2025 | 357 | $5.9B | 37,587,417 | 43 | 102 | 117 | 0.1% |
| Q2 2025 | 350 | $5.5B | 37,584,072 | 48 | 101 | 141 | 0.1% |
| Q1 2025 | 386 | $6.4B | 38,908,278 | 61 | 104 | 150 | 4.7% |
| Q4 2024 | 392 | $6.8B | 38,407,941 | 51 | 105 | 148 | 1.4% |
| Q3 2024 | 387 | $8.7B | 41,391,645 | 54 | 111 | 130 | 1.3% |
| Q2 2024 | 397 | $7.2B | 40,053,204 | 70 | 119 | 130 | 1.3% |
| Q1 2024 | 375 | $10.6B | 44,119,715 | 47 | 91 | 141 | 0.9% |
| Q4 2023 | 368 | $8.4B | 42,511,118 | 40 | 103 | 128 | 1.0% |
| Q3 2023 | 359 | $7.6B | 39,793,937 | 44 | 94 | 141 | 1.2% |
| Q2 2023 | 349 | $7.3B | 39,908,400 | 43 | 90 | 131 | 0.8% |
| Q1 2023 | 344 | $7.4B | 40,056,323 | 62 | 118 | 103 | 0.8% |
| Q4 2022 | 284 | $6.3B | 37,247,474 | 46 | 79 | 93 | 2.7% |
| Q3 2022 | 354 | $6.2B | 48,033,572 | 41 | 105 | 126 | 2.2% |
| Q2 2022 | 356 | $7.0B | 44,131,185 | 38 | 106 | 112 | 2.3% |
| Q1 2022 | 369 | $8.1B | 44,411,464 | 65 | 114 | 109 | 2.4% |
| Q4 2021 | 347 | $6.2B | 44,009,893 | 45 | 111 | 110 | 0.6% |
| Q3 2021 | 337 | $8.0B | 45,120,013 | 25 | 100 | 126 | 0.7% |
| Q2 2021 | 352 | $8.9B | 45,369,853 | 36 | 113 | 106 | 1.3% |
| Q1 2021 | 368 | $9.6B | 45,293,340 | 54 | 108 | 121 | 1.5% |
| Q4 2020 | 357 | $9.1B | 44,152,569 | 61 | 89 | 125 | 1.3% |
| Q3 2020 | 348 | $6.2B | 43,872,524 | 54 | 119 | 102 | 1.3% |
| Q2 2020 | 348 | $7.4B | 43,923,697 | 80 | 111 | 116 | 1.6% |
| Q1 2020 | 334 | $4.6B | 43,328,872 | 56 | 119 | 104 | 0.8% |
| Q4 2019 | 356 | $9.2B | 43,523,185 | 43 | 108 | 101 | 1.4% |
| Q3 2019 | 351 | $8.9B | 43,072,176 | 42 | 106 | 107 | 2.1% |
| Q2 2019 | 342 | $9.1B | 43,259,373 | 48 | 111 | 109 | 1.2% |
| Q1 2019 | 340 | $8.2B | 42,822,229 | 53 | 92 | 115 | 0.2% |
| Q4 2018 | 344 | $6.1B | 43,216,740 | 7 | 7 | 5 | 0.4% |