Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 441 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
11
shares
|
$1,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
10
shares
|
$1,369
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10
shares
|
$1,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
10
shares
|
$1,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
9
shares
|
$1,232
0.0% of portfolio
|
Q2 2025
Reduced 29.49%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
8
shares
|
$1,095
0.0% of portfolio
|
Q2 2025
Reduced 73.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
8
shares
|
$1,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
8
shares
|
$1,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
7
shares
|
$958
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
7
shares
|
$958
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
6
shares
|
$821
0.0% of portfolio
|
Q2 2025
Reduced 90.16%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$821
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
6
shares
|
$821
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
6
shares
|
$821
0.0% of portfolio
|
Q2 2025
Reduced 53.85%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
6
shares
|
$821
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
5
shares
|
$684
0.0% of portfolio
|
Q2 2025
Reduced 64.29%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5
shares
|
$684
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
4
shares
|
$547
0.0% of portfolio
|
Q2 2025
Reduced 77.78%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$547
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
4
shares
|
$547
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
4
shares
|
$547
0.0% of portfolio
|
Q2 2025
Reduced 76.47%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
3
shares
|
$410
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
3
shares
|
$410
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|