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WEX

WEX Inc.
$146.48 +3.89 (+2.73%) At close · Jul 2
Market Cap
$5.08B
Shares
34,668,143

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 431
Total Value: $5,760,695,879
Total Shares: 37,641,872
Showing 1–100 of 436 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Superinvestors Holding WEX

All superinvestors →
Joel Greenblatt $57,397,345 Mario Gabelli $280,063

Holder Concentration

Across 431 13F filers
Top Holder
10.4%
Jun 2023 → Mar 2026 · range 9.6% – 10.4%
of institutional value
Top 5
34.8%
Jun 2023 → Mar 2026 · range 34.8% – 41.0%
of institutional value
Top 10
52.9%
Jun 2023 → Mar 2026 · range 52.9% – 58.4%
of institutional value
HHI
377
Jun 2023 → Mar 2026 · range 377 – 448
Broadly held
Showing 100 of 436
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega JANUS HENDERSON GROUP PLC $599,315,809 10.40% 3,916,073
Mega BlackRock, Inc. $475,256,684 8.25% 3,105,441
Mid PAR CAPITAL MANAGEMENT INC $345,102,751 5.99% 2,254,984
Mega MORGAN STANLEY $321,425,009 5.58% 2,100,268
Mid Impactive Capital LP $261,277,999 4.54% 1,707,253
Large Boston Partners $254,164,698 4.41% 1,660,773
Mega VANGUARD CAPITAL MANAGEMENT LLC $236,055,935 4.10% 1,542,446
Mega AQR CAPITAL MANAGEMENT LLC $199,784,992 3.47% 1,305,443
Mega FMR LLC $187,520,523 3.26% 1,225,304
Mega STATE STREET CORP $167,029,845 2.90% 1,091,413
Large EARNEST PARTNERS LLC $135,135,085 2.35% 883,005
Mega BANK OF AMERICA CORP /DE/ Bank $126,056,138 2.19% 823,681
Mid LYRICAL ASSET MANAGEMENT LP $116,453,645 2.02% 760,936
Mega DIMENSIONAL FUND ADVISORS LP $105,006,099 1.82% 686,135
Mid TURTLE CREEK ASSET MANAGEMENT INC. $102,435,028 1.78% 669,335
Mega GEODE CAPITAL MANAGEMENT, LLC $100,369,294 1.74% 655,837
Large SEI INVESTMENTS CO $91,456,703 1.59% 597,600
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $73,237,751 1.27% 478,553
Mid River Road Asset Management, LLC $72,858,824 1.26% 476,077
Mid LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $57,406,833 1.00% 375,110
Large Gotham Asset Management, LLC $57,397,345 1.00% 375,048
Mid SNYDER CAPITAL MANAGEMENT L P $56,726,418 0.98% 370,664
Large FEDERATED HERMES, INC. $55,457,410 0.96% 362,372
Mega JPMORGAN CHASE & CO $51,797,455 0.90% 338,457
Mid ARIEL INVESTMENTS, LLC $51,685,280 0.90% 337,724
Mega NORTHERN TRUST CORP Bank $50,939,667 0.88% 332,852
Mega WELLINGTON MANAGEMENT GROUP LLP $47,039,138 0.82% 307,365
Mid SG Capital Management LLC $46,413,971 0.81% 303,280
Mega UBS Group AG $44,345,022 0.77% 289,761
Mega CITADEL ADVISORS LLC $42,059,523 0.73% 274,827
Mid NEW SOUTH CAPITAL MANAGEMENT INC $38,070,689 0.66% 248,763
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $36,208,957 0.63% 236,598
Mega Bank of New York Mellon Corp Bank $35,609,644 0.62% 232,682
Large Balyasny Asset Management L.P. $35,493,648 0.62% 231,924
Mega VANGUARD FIDUCIARY TRUST CO Bank $32,698,067 0.57% 213,657
Large Quantinno Capital Management LP $32,578,083 0.57% 212,873
Mega Capital World Investors $32,328,169 0.56% 211,240
Small Sunriver Management LLC $31,173,329 0.54% 203,694
Mega NEUBERGER BERMAN GROUP LLC $30,864,188 0.54% 201,674
Mid LAKEWOOD CAPITAL MANAGEMENT, LP $30,756,142 0.53% 200,968
Mid SG Capital Management LLC $30,608,000 0.53% 200,000
Mid RICE HALL JAMES & ASSOCIATES, LLC $27,595,254 0.48% 180,314
Large LOOMIS SAYLES & CO L P $26,803,118 0.47% 175,138
Small Solel Partners LP $25,557,680 0.44% 167,000
Mega GOLDMAN SACHS GROUP INC $25,542,987 0.44% 166,904
Mid HAWK RIDGE CAPITAL MANAGEMENT LP $25,017,601 0.43% 163,471
Mid Longaeva Partners L.P. $24,681,526 0.43% 161,275
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $21,701,072 0.38% 141,800
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $19,226,564 0.33% 125,631
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $18,446,217 0.32% 120,532
Mega PRIMECAP MANAGEMENT CO/CA/ $17,868,950 0.31% 116,760
Large NATIXIS ADVISORS, LLC $17,494,460 0.30% 114,313
Large IEQ CAPITAL, LLC $16,529,544 0.29% 108,008
Large JONES FINANCIAL COMPANIES LLLP $16,309,013 0.28% 106,567
Mega RHUMBLINE ADVISERS $16,166,074 0.28% 105,633
Small LONE PEAK GLOBAL INVESTORS LLC $14,119,011 0.25% 92,257
Mega Nuveen, LLC $14,066,976 0.24% 91,917
Mega Invesco Ltd. $12,743,791 0.22% 83,271
Mega AMERIPRISE FINANCIAL INC $12,175,249 0.21% 79,556
Mega California Public Employees Retirement System Pension $11,723,476 0.20% 76,604
Mega PRINCIPAL FINANCIAL GROUP INC $11,708,631 0.20% 76,507
Mega ENVESTNET ASSET MANAGEMENT INC $11,523,605 0.20% 75,298
Mega RAYMOND JAMES FINANCIAL INC $10,806,613 0.19% 70,613
Large SG Americas Securities, LLC Broker-Dealer $10,395,548 0.18% 67,927
Small SPINNAKER TRUST $10,094,977 0.18% 65,963
Mega Swiss National Bank Bank $9,859,755 0.17% 64,426
Small Rhino Investment Partners, Inc $9,366,813 0.16% 61,205
Small Lightrock Netherlands B.V. $9,182,400 0.16% 60,000
Mid Atom Investors LP $8,715,474 0.15% 56,949
Mid THOMPSON SIEGEL & WALMSLEY LLC $8,434,034 0.15% 55,110
Large Mariner, LLC $8,361,340 0.15% 54,635
Mega FIRST TRUST ADVISORS LP $8,018,530 0.14% 52,395
Large Cerity Partners LLC $7,860,898 0.14% 51,365
Small Gator Capital Management, LLC $7,539,362 0.13% 49,264
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $6,973,726 0.12% 45,568
Mega WELLS FARGO & COMPANY/MN $6,780,895 0.12% 44,308
Large STATE OF WISCONSIN INVESTMENT BOARD $6,720,292 0.12% 43,912
Mega Legal & General Group Plc $6,668,870 0.12% 43,576
Mega ALLIANCEBERNSTEIN L.P. $6,443,290 0.11% 42,102
Large Retirement Systems of Alabama Pension $6,433,189 0.11% 42,036
Mid Crossmark Global Holdings, Inc. $6,383,910 0.11% 41,714
Large Caption Management, LLC $6,121,600 0.11% 40,000
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $5,849,341 0.10% 38,221
Large Swedbank AB Bank $5,402,312 0.09% 35,300
Mega PRICE T ROWE ASSOCIATES INC /MD/ $5,374,457 0.09% 35,118
Mid CAMBIAR INVESTORS LLC $4,886,720 0.08% 31,931
Small Foyston, Gordon & Payne Inc $4,659,608 0.08% 30,447
Mega VANGUARD ASSET MANAGEMENT, Ltd $4,636,346 0.08% 30,295
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $4,613,849 0.08% 30,148
Mid Sone Capital Management, LLC $4,499,988 0.08% 29,404
Mid DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $4,495,550 0.08% 29,375
Large CWM, LLC $4,424,845 0.08% 28,913
Large FIFTH THIRD BANCORP Bank $4,399,287 0.08% 28,746
Mid Penserra Capital Management LLC $4,303,178 0.07% 28,118
Small Long Road Investment Counsel, LLC $4,290,323 0.07% 28,034
Mid Williams Jones Wealth Management, LLC. $4,280,069 0.07% 27,967
Mid HM PAYSON & CO $4,237,983 0.07% 27,692
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $4,012,096 0.07% 26,216
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,994,344 0.07% 26,100
Large Squarepoint Ops LLC $3,936,800 0.07% 25,724
Key facts CIK 1309108 CUSIP 96208T104 13F (30d) 5 filings 4 filers Visit website Investor relations

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