WEX Institutional Ownership & Shareholders
WEX INC (WEX) is currently held by 415 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.62B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Janus Henderson Group Plc is currently the largest disclosed institutional shareholder of WEX tracked by InsiderSet, reporting ownership valued at approximately $599.31M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $722.95M, representing an estimated gain of +20.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed WEX value among the investors covered in this analysis. Major shareholders include Janus Henderson Group Plc, Blackrock, Inc., Par Capital Management Inc, and several other long-term asset managers with concentrated positions in WEX INC (WEX).
This page ranks the largest institutional WEX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
415
Total Reported Value
$5.62B
Largest Holder
Janus Henderson Group Plc
Largest Position
$599.31M
Insider Transactions (90d)
19
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Janus Henderson Group Plc | 0.30% | 3,916,073 | $599,313,395 | $722,946,237 | +$123,632,842 | +20.63% | |
| Blackrock, Inc. | 0.01% | 3,167,005 | $446,832,735 | $584,660,793 | +$137,828,058 | +30.85% | |
| Par Capital Management Inc | 7.89% | 2,254,984 | $318,155,693 | $416,292,596 | +$98,136,903 | +30.85% | |
| Morgan Stanley | 0.01% | 1,949,295 | $275,026,397 | $359,859,350 | +$84,832,953 | +30.85% | |
| Fmr Llc | 0.01% | 1,801,385 | $254,157,424 | $332,553,685 | +$78,396,261 | +30.85% | |
| Impactive Capital Lp | 17.19% | 1,707,253 | $240,876,326 | $315,175,976 | +$74,299,650 | +30.85% | |
| Vanguard Capital Management Llc | 0.00% | 1,513,612 | $213,555,517 | $279,427,911 | +$65,872,394 | +30.85% | |
| Boston Partners | 0.19% | 1,493,028 | $210,775,703 | $275,627,899 | +$64,852,196 | +30.77% | |
| Vanguard Portfolio Management Llc | 0.01% | 1,430,765 | $201,866,634 | $264,133,527 | +$62,266,893 | +30.85% | |
| State Street Corp | 0.00% | 1,133,228 | $159,887,139 | $209,205,221 | +$49,318,082 | +30.85% | |
| Earnest Partners Llc | 0.44% | 857,373 | $120,966,757 | $158,279,630 | +$37,312,873 | +30.85% | |
| Bank Of America Corp | 0.01% | 815,695 | $115,086,411 | $150,585,454 | +$35,499,043 | +30.85% | |
| Geode Capital Management, Llc | 0.01% | 671,582 | $110,395,599 | $123,980,753 | +$13,585,154 | +12.31% | |
| Lyrical Asset Management Lp | 1.38% | 770,524 | $108,713,231 | $142,246,436 | +$33,533,205 | +30.85% | |
| Dimensional Fund Advisors Lp | 0.02% | 733,560 | $103,479,172 | $135,422,512 | +$31,943,340 | +30.87% | |
| Turtle Creek Asset Management | Andrew Brenton | 4.01% | 728,088 | $102,725,936 | $134,412,326 | +$31,686,390 | +30.85% |
| Citadel Advisors Llc | 0.05% | 582,786 | $82,225,277 | $107,588,123 | +$25,362,846 | +30.85% | |
| Sei Investments Co | 0.07% | 549,632 | $77,547,480 | $101,467,564 | +$23,920,084 | +30.85% | |
| Capital World Investors | 0.01% | 547,682 | $77,272,453 | $101,107,574 | +$23,835,121 | +30.85% | |
| Charles Schwab Investment Management Inc | 0.01% | 487,579 | $68,792,521 | $90,011,959 | +$21,219,438 | +30.85% | |
| Snyder Capital Management L P | 1.14% | 466,244 | $65,782,366 | $86,073,305 | +$20,290,939 | +30.85% | |
| New South Capital Management Inc | 2.75% | 444,624 | $62,732,000 | $82,082,037 | +$19,350,037 | +30.85% | |
| River Road Asset Management, Llc | 0.67% | 424,915 | $59,951,257 | $78,443,558 | +$18,492,301 | +30.85% | |
| Hotchkis & Wiley Capital Management Llc | 0.16% | 386,978 | $54,598,726 | $71,440,009 | +$16,841,283 | +30.85% | |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | 0.50% | 320,476 | $54,064,218 | $59,163,074 | +$5,098,856 | +9.43% | |
| Jpmorgan Chase & Co | 0.00% | 381,242 | $52,335,547 | $70,381,086 | +$18,045,539 | +34.48% | |
| Norges Bank | 0.01% | 365,109 | $51,513,229 | $67,402,772 | +$15,889,543 | +30.85% | |
| Northern Trust Corp | 0.01% | 351,672 | $49,617,402 | $64,922,168 | +$15,304,766 | +30.85% | |
| Federated Hermes, Inc. | 0.07% | 349,233 | $49,273,284 | $64,471,904 | +$15,198,620 | +30.85% | |
| Ubs Group Ag | 0.01% | 342,363 | $48,303,996 | $63,203,633 | +$14,899,637 | +30.85% | |
| Ariel Appreciation Fund | John W. Rogers Jr. | 0.47% | 331,383 | $46,754,828 | $61,176,616 | +$14,421,788 | +30.85% |
| Gotham Asset Management, Llc | 0.10% | 317,400 | $44,781,966 | $58,595,214 | +$13,813,248 | +30.85% | |
| Wellington Management Group Llp | 0.01% | 306,816 | $43,288,670 | $56,641,302 | +$13,352,632 | +30.85% | |
| Hawk Ridge Capital Management Lp | 1.11% | 245,411 | $34,625,038 | $45,305,325 | +$10,680,287 | +30.85% | |
| Neuberger Berman Group Llc | 0.02% | 214,818 | $32,003,586 | $39,657,551 | +$7,653,965 | +23.92% | |
| Solel Partners Lp | 5.33% | 222,387 | $31,376,582 | $41,054,864 | +$9,678,282 | +30.85% | |
| Vanguard Fiduciary Trust Co | 0.01% | 218,743 | $30,862,450 | $40,382,145 | +$9,519,695 | +30.85% | |
| Bank Of New York Mellon Corp | 0.01% | 217,396 | $30,672,469 | $40,133,476 | +$9,461,007 | +30.85% | |
| Sunriver Management Llc | 4.49% | 202,518 | $28,573,265 | $37,386,848 | +$8,813,583 | +30.85% | |
| Lakewood Capital Management, Lp | 1.47% | 200,968 | $28,354,575 | $37,100,702 | +$8,746,127 | +30.85% | |
| Quantinno Capital Management Lp | 0.03% | 185,702 | $26,200,766 | $34,282,446 | +$8,081,680 | +30.85% | |
| Rice Hall James & Associates, Llc | 1.23% | 178,606 | $25,199,521 | $32,972,454 | +$7,772,933 | +30.85% | |
| Incline Global Management Llc | 6.92% | 174,922 | $24,679,745 | $32,292,350 | +$7,612,605 | +30.85% | |
| Loomis Sayles & Co L P | 0.03% | 170,685 | $24,081,923 | $31,510,158 | +$7,428,235 | +30.85% | |
| Meridiem Capital Partners Lp | 1.04% | 160,776 | $22,683,886 | $29,680,857 | +$6,996,971 | +30.85% | |
| Goldman Sachs Group Inc | 0.00% | 153,020 | $21,589,543 | $28,249,022 | +$6,659,479 | +30.85% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 125,631 | $19,226,567 | $23,192,739 | +$3,966,172 | +20.63% | |
| Aqr Capital Management Llc | 0.01% | 134,942 | $18,375,051 | $24,911,643 | +$6,536,592 | +35.57% | |
| Lone Peak Global Investors Llc | 2.47% | 127,062 | $17,927,178 | $23,456,916 | +$5,529,738 | +30.85% | |
| New York State Common Retirement Fund | 0.02% | 120,532 | $17,005,860 | $22,251,413 | +$5,245,553 | +30.85% |
Frequently asked questions about WEX
Who are the largest institutional holders of WEX?
The largest institutional holders of WEX reported in the latest SEC Form 13F filings include Janus Henderson Group Plc, Blackrock, Inc., Par Capital Management Inc, Morgan Stanley, and Fmr Llc. InsiderSet ranks institutional holders by their latest reported WEX position.
What is WEX institutional ownership?
This page tracks WEX positions reported by institutional investment managers through SEC Form 13F. WEX INC (WEX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WEX?
InsiderSet currently tracks 415 institutional managers reporting WEX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WEX shareholders.
How much WEX stock do institutions own?
Institutional investment managers disclosed approximately $5.62B in WEX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WEX institutional ownership last updated?
The latest WEX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WEX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WEX position after the reporting date.
Are institutions buying or selling WEX?
Institutional buying and selling can be analyzed by comparing WEX positions across consecutive 13F reporting periods. InsiderSet's WEX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WEX ownership changes.
How has WEX institutional ownership changed over time?
InsiderSet tracks WEX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.