Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 461 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
306,754
shares
|
$56.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Premier Fund Managers LTD
|
Nov 08, 2024 Q3 2024 |
300,000
shares
|
$55.2 Million
2.23% of portfolio
|
Q3 2024
Added 18.11%
|
|
|
Primecap Management CO
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
291,590
shares
|
$53.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 29.62%
|
|
|
Sunriver Management LLC
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
264,533
shares
|
$48.6 Million
7.13% of portfolio
|
Q3 2024
New holding
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
243,500
shares
|
$44.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Freshford Capital Management, LLC
Rye Brook, NY |
Nov 14, 2024 Q3 2024 |
191,779
shares
|
$35.3 Million
13.98% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
175,690
shares
|
$32.3 Million
0.13% of portfolio
|
Q3 2024
Added 82.18%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
174,437
shares
|
$32.1 Million
0.01% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
163,286
shares
|
$30 Million
1.45% of portfolio
|
Q3 2024
Added 17.68%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
149,440
shares
|
$27.5 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
149,341
shares
|
$27.5 Million
0.54% of portfolio
|
Q3 2024
Added 61.33%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 12, 2024 Q3 2024 |
145,094
shares
|
$26.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 38.86%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
144,030
shares
|
$26.5 Million
1.53% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
138,786
shares
|
$25.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
129,140
shares
|
$23.7 Million
0.08% of portfolio
|
Q3 2024
Added 14.41%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
126,144
shares
|
$23.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
125,599
shares
|
$23.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
120,502
shares
|
$22.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jan 28, 2025 Q4 2024 |
111,128
shares
|
$20.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
108,379
shares
|
$19.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Snyder Capital Management L P
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
102,141
shares
|
$18.8 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
93,937
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Added 76.69%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
91,332
shares
|
$16.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
89,945
shares
|
$16.5 Million
0.2% of portfolio
|
Q3 2024
Added 128.43%
|
|
|
Hill City Capital, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
85,000
shares
|
$15.6 Million
1.3% of portfolio
|
Q3 2022
Added 3.66%
|