Who Owns WEX?

WEX Inc. — Institutional Ownership & 13F Holdings

$150.22

-0.09 (-0.06%)

Market Cap

$6.3B

Shares Outstanding

34,666,571

Institutional Holders

415

Total Inst. Value

$52.6B

% of Float Held

124.1%

QoQ Holder Change

+97

Institutional data as of Q1 2025

New Positions

91

Closed Positions

72

Increased

109

Decreased

161

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1PRIMECAP MANAGEMENT CO/CA/$47.6B303,190
2BlackRock, Inc.$514.0M3,273,278
3VANGUARD GROUP INC$508.8M3,240,495
4MORGAN STANLEY$383.1M2,439,646
5Impactive Capital LP$378.4M2,409,572
6PAR CAPITAL MANAGEMENT INC$290.6M1,850,500
7STATE STREET CORP$183.2M1,166,576
8JPMORGAN CHASE & CO$167.7M1,068,104
9FMR LLC$161.0M1,025,436
10EARNEST PARTNERS LLC$140.6M895,406

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
MORGAN STANLEY+242K$383.1M
Impactive Capital LP+293K$378.4M
PAR CAPITAL MANAGEMENT INC+500$290.6M
EARNEST PARTNERS LLC+23K$140.6M
BANK OF AMERICA CORP /DE/+69K$116.1M

Top Sellers

FundShares RemovedValue
MARTIN & CO INC /TN/-3.4M$2.6M
JPMORGAN CHASE & CO-979K$167.7M
BESSEMER GROUP INC-646K$462K
VANGUARD GROUP INC-537K$508.8M
BlackRock, Inc.-350K$514.0M

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Frequently Asked Questions

How many institutional investors hold WEX?

As of Q1 2025, 415 institutional investors report holding WEX (WEX Inc.) in their 13F filings.

What percentage of WEX Inc. is owned by institutions?

Institutional investors hold approximately 124.1% of WEX Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most WEX?

The largest institutional holder of WEX is PRIMECAP MANAGEMENT CO/CA/ with $47.6B in shares.

Are institutions buying or selling WEX?

This quarter, 91 institutions opened new positions in WEX and 72 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.