WEX WEX Inc.
WEX Inc. (WEX) Institutional Ownership
What the institutions did with WEX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FMR LLC | 1.3M | 19.7% |
| DIMENSIONAL FUND ADVISORS LP | 746.2K | 11.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 616.3K | 9.2% |
| SEI INVESTMENTS CO | 558.3K | 8.3% |
| River Road Asset Management, LLC | 411.8K | 6.1% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 320.5K | 4.8% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 293.2K | 4.4% |
| UBS Group AG | 267.1K | 4.0% |
| Bank of New York Mellon Corp | 196.7K | 2.9% |
| ACADIAN ASSET MANAGEMENT LLC | 132.0K | 2.0% |
| Squarepoint Ops LLC | 119.7K | 1.8% |
| RHUMBLINE ADVISERS | 94.4K | 1.4% |
| Amundi | 93.5K | 1.4% |
| Nuveen, LLC | 91.8K | 1.4% |
| Russell Investments Group, Ltd. | 79.9K | 1.2% |
| PRINCIPAL FINANCIAL GROUP INC | 73.6K | 1.1% |
| THOMPSON SIEGEL & WALMSLEY LLC | 63.9K | 1.0% |
| Lightrock Netherlands B.V. | 52.8K | 0.8% |
| CITIGROUP INC | 47.0K | 0.7% |
| BI Asset Management Fondsmaeglerselskab A/S | 46.5K | 0.7% |
| BARCLAYS PLC | 46.5K | 0.7% |
| SEIZERT CAPITAL PARTNERS, LLC | 35.7K | 0.5% |
| Swedbank AB | 35.3K | 0.5% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 34.9K | 0.5% |
| KESTREL INVESTMENT MANAGEMENT CORP | 34.7K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FMR LLC | Reduced | 1.8M | 1.3M | -476.0K |
| NEW SOUTH CAPITAL MANAGEMENT INC | Reduced | 444.6K | 293.2K | -151.5K |
| ACADIAN ASSET MANAGEMENT LLC | New | 0 | 132.0K | +132.0K |
| Squarepoint Ops LLC | Increased | 18.5K | 119.7K | +101.2K |
| Amundi | Increased | 14.8K | 93.5K | +78.7K |
| UBS Group AG | Reduced | 342.4K | 267.1K | -75.3K |
| SPINNAKER TRUST | Reduced | 66.0K | 1.9K | -64.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 671.6K | 616.3K | -55.3K |
| CenterBook Partners LP | Reduced | 55.9K | 1.3K | -54.6K |
| BI Asset Management Fondsmaeglerselskab A/S | Reduced | 98.3K | 46.5K | -51.8K |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | Reduced | 367.3K | 320.5K | -46.9K |
| BARCLAYS PLC | Increased | 9.2K | 46.5K | +37.3K |
| Lightrock Netherlands B.V. | Reduced | 86.8K | 52.8K | -34.0K |
| CITIGROUP INC | Increased | 15.9K | 47.0K | +31.1K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 28.0K | 2.3K | -25.7K |
| Crossmark Global Holdings, Inc. | Reduced | 54.0K | 29.1K | -24.9K |
| THOMPSON SIEGEL & WALMSLEY LLC | Reduced | 85.4K | 63.9K | -21.5K |
| Bank of New York Mellon Corp | Reduced | 217.4K | 196.7K | -20.7K |
| BURNEY CO/ | Sold Out | 15.1K | 0 | -15.1K |
| INTECH INVESTMENT MANAGEMENT LLC | Increased | 2.5K | 16.3K | +13.8K |
| Henshaw Capital LLC | Sold Out | 13.4K | 0 | -13.4K |
| River Road Asset Management, LLC | Reduced | 424.9K | 411.8K | -13.1K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 733.6K | 746.2K | +12.6K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 15.0K | 3.8K | -11.2K |
| RHUMBLINE ADVISERS | Reduced | 105.3K | 94.4K | -10.9K |
| Twin Tree Management, LP | Sold Out | 9.8K | 0 | -9.8K |
| Oak Thistle LLC | Increased | 3.6K | 13.3K | +9.8K |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 10.7K | 1.7K | -9.0K |
| SEI INVESTMENTS CO | Increased | 549.6K | 558.3K | +8.7K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | New | 0 | 7.6K | +7.6K |
| Foyston, Gordon & Payne Inc | Reduced | 31.2K | 23.6K | -7.6K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 41.0K | 34.9K | -6.1K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Increased | 7.9K | 13.5K | +5.6K |
| MEEDER ASSET MANAGEMENT INC | New | 0 | 5.4K | +5.4K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 78.7K | 73.6K | -5.1K |
| Diversified Trust Co | New | 0 | 5.0K | +5.0K |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | New | 0 | 4.9K | +4.9K |
| IMC-Chicago, LLC | Reduced | 11.2K | 6.8K | -4.4K |
| Williams Jones Wealth Management, LLC. | Reduced | 18.5K | 14.2K | -4.3K |
| DekaBank Deutsche Girozentrale | Increased | 2.2K | 6.5K | +4.3K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 38.2K | 34.1K | -4.0K |
| JUPITER ASSET MANAGEMENT LTD | Sold Out | 4.0K | 0 | -4.0K |
| Thrivent Financial for Lutherans | Reduced | 11.6K | 7.7K | -3.9K |
| Russell Investments Group, Ltd. | Reduced | 83.1K | 79.9K | -3.3K |
| LECAP ASSET MANAGEMENT LTD | New | 0 | 3.3K | +3.3K |
| CAMBIAR INVESTORS LLC | Reduced | 30.0K | 26.8K | -3.2K |
| PNC Financial Services Group, Inc. | Increased | 10.7K | 13.9K | +3.2K |
| Procyon Advisors, LLC | New | 0 | 3.0K | +3.0K |
| NORDEA INVESTMENT MANAGEMENT AB | Sold Out | 3.0K | 0 | -3.0K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold Out | 2.9K | 0 | -2.9K |
| FIFTH THIRD BANCORP | Reduced | 25.4K | 22.5K | -2.8K |
| Retirement Systems of Alabama | Reduced | 35.9K | 33.0K | -2.8K |
| Legacy Advisors, LLC | New | 0 | 2.8K | +2.8K |
| Illinois Municipal Retirement Fund | Reduced | 30.9K | 28.3K | -2.7K |
| CIBC WORLD MARKET INC. | New | 0 | 2.4K | +2.4K |
| Artemis Investment Management LLP | Increased | 10.9K | 13.2K | +2.3K |
| Handelsbanken Fonder AB | Reduced | 11.5K | 9.3K | -2.2K |
| LEUTHOLD GROUP, LLC | New | 0 | 2.2K | +2.2K |
| KESTREL INVESTMENT MANAGEMENT CORP | Reduced | 36.9K | 34.7K | -2.2K |
| BAILARD, INC. | New | 0 | 2.2K | +2.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.