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.
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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 |
|---|---|---|
| Jupiter Topco LLC | 4.0M | 10.0% |
| BlackRock, Inc. | 3.2M | 8.0% |
| PAR CAPITAL MANAGEMENT INC | 2.3M | 5.7% |
| MORGAN STANLEY | 1.9M | 4.9% |
| FMR LLC | 1.8M | 4.5% |
| Impactive Capital LP | 1.7M | 4.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | 3.8% |
| Boston Partners | 1.5M | 3.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | 3.6% |
| STATE STREET CORP | 1.1M | 2.9% |
| EARNEST PARTNERS LLC | 857.4K | 2.2% |
| BANK OF AMERICA CORP /DE/ | 815.7K | 2.1% |
| LYRICAL ASSET MANAGEMENT LP | 770.5K | 1.9% |
| DIMENSIONAL FUND ADVISORS LP | 733.6K | 1.8% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 728.1K | 1.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 671.6K | 1.7% |
| CITADEL ADVISORS LLC | 582.8K | 1.5% |
| SEI INVESTMENTS CO | 549.6K | 1.4% |
| Capital World Investors | 547.7K | 1.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 487.6K | 1.2% |
| SNYDER CAPITAL MANAGEMENT L P | 466.2K | 1.2% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 444.6K | 1.1% |
| River Road Asset Management, LLC | 424.9K | 1.1% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 387.0K | 1.0% |
| JPMORGAN CHASE & CO | 381.2K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| 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 |
| SG Americas Securities, LLC | Reduced | 67.9K | 6.2K | -61.8K |
| BlackRock, Inc. | Increased | 3.1M | 3.2M | +61.6K |
| TURTLE CREEK ASSET MANAGEMENT INC. | Increased | 669.3K | 728.1K | +58.8K |
| XTX Topco Ltd | Increased | 3.1K | 61.8K | +58.7K |
| Gotham Asset Management, LLC | Reduced | 375.0K | 317.4K | -57.6K |
| Atom Investors LP | Sold Out | 56.9K | 0 | -56.9K |
| Solel Partners LP | Increased | 167.0K | 222.4K | +55.4K |
| Mariner, LLC | Sold Out | 54.6K | 0 | -54.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 1.5M | 1.4M | -52.8K |
| UBS Group AG | Increased | 289.8K | 342.4K | +52.6K |
| River Road Asset Management, LLC | Reduced | 476.1K | 424.9K | -51.2K |
| SEI INVESTMENTS CO | Reduced | 597.6K | 549.6K | -48.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 686.1K | 733.6K | +47.4K |
| CenterBook Partners LP | Increased | 10.0K | 55.9K | +45.9K |
| Gillson Capital LP | New | 0 | 45.6K | +45.6K |
| Cerity Partners LLC | Reduced | 51.4K | 7.0K | -44.4K |
| JPMORGAN CHASE & CO | Increased | 338.5K | 381.2K | +42.8K |
| STATE STREET CORP | Increased | 1.1M | 1.1M | +41.8K |
| AMERIPRISE FINANCIAL INC | Reduced | 79.6K | 40.1K | -39.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | 0 | 38.0K | +38.0K |
| KESTREL INVESTMENT MANAGEMENT CORP | New | 0 | 36.9K | +36.9K |
| WINTON GROUP Ltd | New | 0 | 35.3K | +35.3K |
| HSBC HOLDINGS PLC | Increased | 1.6K | 36.7K | +35.1K |
| LONE PEAK GLOBAL INVESTORS LLC | Increased | 92.3K | 127.1K | +34.8K |
| Empowered Funds, LLC | Increased | 2.6K | 36.1K | +33.5K |
| Jump Financial, LLC | New | 0 | 32.3K | +32.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 2.4K | 33.2K | +30.8K |
| THOMPSON SIEGEL & WALMSLEY LLC | Increased | 55.1K | 85.4K | +30.3K |
| JACOBS ASSET MANAGEMENT, LLC | New | 0 | 30.0K | +30.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 1.5M | 1.5M | -28.8K |
| AMERICAN CENTURY COMPANIES INC | Increased | 3.0K | 30.2K | +27.2K |
| Quantinno Capital Management LP | Reduced | 212.9K | 185.7K | -27.2K |
| Lightrock Netherlands B.V. | Increased | 60.0K | 86.8K | +26.8K |
| EARNEST PARTNERS LLC | Reduced | 883.0K | 857.4K | -25.6K |
| Man Group plc | Sold Out | 25.6K | 0 | -25.6K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Increased | 19.6K | 42.4K | +22.8K |
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.