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 June 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.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5.4M | 11.9% |
| Jupiter Topco LLC | 4.0M | 8.8% |
| BlackRock, Inc. | 3.2M | 7.0% |
| PAR CAPITAL MANAGEMENT INC | 2.3M | 5.0% |
| MORGAN STANLEY | 1.9M | 4.3% |
| FMR LLC | 1.8M | 4.0% |
| Impactive Capital LP | 1.7M | 3.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | 3.4% |
| Boston Partners | 1.5M | 3.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | 3.2% |
| STATE STREET CORP | 1.1M | 2.5% |
| EARNEST PARTNERS LLC | 857.4K | 1.9% |
| BANK OF AMERICA CORP /DE/ | 815.7K | 1.8% |
| LYRICAL ASSET MANAGEMENT LP | 770.5K | 1.7% |
| DIMENSIONAL FUND ADVISORS LP | 733.6K | 1.6% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 728.1K | 1.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 671.6K | 1.5% |
| CITADEL ADVISORS LLC | 582.8K | 1.3% |
| SEI INVESTMENTS CO | 549.6K | 1.2% |
| Capital World Investors | 547.7K | 1.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 487.6K | 1.1% |
| SNYDER CAPITAL MANAGEMENT L P | 466.2K | 1.0% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 444.6K | 1.0% |
| River Road Asset Management, LLC | 424.9K | 0.9% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 387.0K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Increased | 38.2K | 5.4M | +5.3M |
| AQR CAPITAL MANAGEMENT LLC | Reduced | 1.3M | 134.9K | -1.2M |
| FMR LLC | Increased | 1.2M | 1.8M | +576.1K |
| Capital World Investors | Increased | 211.2K | 547.7K | +336.4K |
| CITADEL ADVISORS LLC | Increased | 274.8K | 582.8K | +308.0K |
| SG Capital Management LLC | Sold Out | 303.3K | 0 | -303.3K |
| Balyasny Asset Management L.P. | Sold Out | 231.9K | 0 | -231.9K |
| NEW SOUTH CAPITAL MANAGEMENT INC | Increased | 248.8K | 444.6K | +195.9K |
| Boston Partners | Reduced | 1.7M | 1.5M | -167.7K |
| Longaeva Partners L.P. | Sold Out | 161.3K | 0 | -161.3K |
| Meridiem Capital Partners LP | New | 0 | 160.8K | +160.8K |
| Incline Global Management LLC | Increased | 15.7K | 174.9K | +159.3K |
| MORGAN STANLEY | Reduced | 2.1M | 1.9M | -151.0K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Increased | 236.6K | 387.0K | +150.4K |
| JANE STREET GROUP, LLC | New | 0 | 109.9K | +109.9K |
| IEQ CAPITAL, LLC | Sold Out | 108.0K | 0 | -108.0K |
| BI Asset Management Fondsmaeglerselskab A/S | New | 0 | 98.3K | +98.3K |
| SNYDER CAPITAL MANAGEMENT L P | Increased | 370.7K | 466.2K | +95.6K |
| ALTA FOX CAPITAL MANAGEMENT, LLC | New | 0 | 91.0K | +91.0K |
| Point72 Asset Management, L.P. | New | 0 | 88.4K | +88.4K |
| Schonfeld Strategic Advisors LLC | New | 0 | 87.9K | +87.9K |
| HAWK RIDGE CAPITAL MANAGEMENT LP | Increased | 163.5K | 245.4K | +81.9K |
| HRT FINANCIAL LP | New | 0 | 66.4K | +66.4K |
| Russell Investments Group, Ltd. | Increased | 18.8K | 83.1K | +64.3K |
| PRIMECAP MANAGEMENT CO/CA/ | Reduced | 116.8K | 54.7K | -62.1K |
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.