WEX Inc.
WEX- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001309108
In the last 90 days, WEX Inc. insiders filed 0 open-market purchases and 7 sales; 416 institutions reported holding it in 13F filings for Q2 2026, worth $5.61B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in WEX Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 412
- +7 vs. Q2 2023
- Shares held
- 42.0M
- −258.5K (−0.6%) vs. Q2 2023
- Total value
- $7.88B
- +$194.9M (+2.5%) vs. Q2 2023
- New holders
- 50
- 111 more added
- Sold out
- 43
- 177 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 416 | $5.61B |
| Q1 2026 | 434 | $5.92B |
| Q4 2025 | 428 | $5.73B |
| Q3 2025 | 392 | $5.95B |
| Q2 2025 | 386 | $5.60B |
| Q1 2025 | 422 | $6.18B |
| Q4 2024 | 431 | $7.06B |
| Q3 2024 | 434 | $8.83B |
| Q2 2024 | 442 | $7.28B |
| Q1 2024 | 421 | $9.92B |
| Q4 2023 | 418 | $8.16B |
| Q3 2023 | 412 | $7.88B |
| Q2 2023 | 408 | $7.69B |
| Q1 2023 | 405 | $7.88B |
| Q4 2022 | 366 | $7.10B |
| Q3 2022 | 354 | $5.61B |
| Q2 2022 | 356 | $6.85B |
| Q1 2022 | 368 | $7.90B |
| Q4 2021 | 345 | $6.17B |
| Q3 2021 | 337 | $7.93B |
| Q2 2021 | 352 | $8.78B |
| Q1 2021 | 362 | $9.48B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 1 | $188 | 0.00% | −77−98.7% | Reduced |
| Atwood & Palmer Inc | 2 | $377 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $546 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 3 | $564 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $752 | 0.00% | −1−20.0% | Reduced |
| Gradient Investments LLC | 5 | $940 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $940 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $940 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.13K | 0.00% | +1+20.0% | Added |
| IFP Advisors, Inc | 10 | $1.88K | 0.00% | −269−96.4% | Reduced |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $2.07K | 0.00% | +10+1,000.0% | Added |
| Umb Bank N A | 12 | $2.26K | 0.00% | +12 | New |
| Creative Financial Designs Inc | 13 | $2.44K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 18 | $3.00K | 0.00% | +18 | New |
| Farther Finance Advisors, LLC | 16 | $3.01K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $3.01K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 17 | $3.20K | 0.00% | −47−73.4% | Reduced |
| Farmers & Merchants Investments Inc | 19 | $3.57K | 0.00% | −1−5.0% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $3.95K | 0.00% | +3+16.7% | Added |
| Huntington National Bank | 22 | $4.02K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $4.14K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 24 | $4.51K | 0.00% | −4−14.3% | Reduced |
| Earnest Partners LLC | 26 | $4.89K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $5.64K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $5.64K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $7.52K | 0.00% | +40 | New |
| Concord Wealth Partners | 44 | $8.28K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 49 | $8.92K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 51 | $9.59K | 0.01% | +51 | New |
| Okabena Investment Services Inc | 56 | $10.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 59 | $11.0K | 0.00% | +36+156.5% | Added |
| Ci Investments Inc. | 65 | $12.0K | 0.00% | +5+8.3% | Added |
| Sunbelt Securities, Inc. | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 65 | $12.2K | 0.00% | +12+22.6% | Added |
| Smithfield Trust Co | 67 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $14.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 83 | $15.6K | 0.01% | −5−5.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 94 | $17.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 96 | $18.1K | 0.00% | −5−5.0% | Reduced |
| Covestor Ltd | 101 | $19.0K | 0.01% | −374−78.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 105 | $19.0K | 0.00% | +105 | New |
| Parallel Advisors, LLC | 115 | $21.6K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 123 | $23.1K | 0.03% | +123 | New |
| AdvisorNet Financial, Inc | 125 | $23.5K | 0.00% | −2−1.6% | Reduced |
| VisionPoint Advisory Group, LLC | 145 | $27.3K | 0.01% | +62+74.7% | Added |
| Quent Capital, LLC | 146 | $27.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 154 | $28.8K | 0.00% | −1,713−91.8% | Reduced |
| First Horizon Advisors, Inc. | 162 | $30.5K | 0.00% | −49−23.2% | Reduced |
| Lindbrook Capital, LLC | 167 | $31.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $32.2K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $33.7K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 181 | $34.0K | 0.01% | +27+17.5% | Added |
| Spire Wealth Management | 192 | $36.1K | 0.00% | −29−13.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $37.6K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 214 | $40.3K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 226 | $41.1K | 0.00% | +13+6.1% | Added |
| Leonteq Securities AG | 219 | $41.2K | 0.00% | −13−5.6% | Reduced |
| Massmutual Trust Co FSB | 249 | $46.8K | 0.00% | +5+2.0% | Added |
| Mendota Financial Group, LLC | 280 | $52.7K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 284 | $53.4K | 0.00% | +22+8.4% | Added |
| Ossiam | 300 | $56.4K | 0.00% | −958−76.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 309 | $58.1K | 0.00% | +278+896.8% | Added |
| Proequities, Inc. | 310 | $58.3K | 0.00% | −21−6.3% | Reduced |
| CWM, LLC | 326 | $61.0K | 0.00% | +7+2.2% | Added |
| Bangor Savings Bank | 380 | $71.5K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 450 | $84.6K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 446 | $89.9K | 0.02% | −126−22.0% | Reduced |
| Paradigm Asset Management Co LLC | 480 | $90.3K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 500 | $94.0K | 0.01% | −23−4.4% | Reduced |
| Clean Yield Group | 500 | $95.4K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 516 | $97.1K | 0.00% | +293+131.4% | Added |
| Acadian Asset Management LLC | 542 | $100.0K | 0.00% | −247−31.3% | Reduced |
| Nomura Asset Management Co Ltd | 568 | $106.8K | 0.00% | +32+6.0% | Added |
| Atlantic Trust, LLC | 587 | $110.4K | 0.04% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 717 | $134.9K | 0.00% | −2,049−74.1% | Reduced |
| Simplex Trading, LLC | 727 | $136.0K | 0.00% | +727 | New |
| Central Trust Co | 784 | $147.5K | 0.00% | +48+6.5% | Added |
| C M Bidwell & Associates Ltd | 814 | $153.1K | 0.12% | −464−36.3% | Reduced |
| KBC Group NV | 837 | $157.0K | 0.00% | +837 | New |
| Advisor Partners II, LLC | 1,072 | $201.6K | 0.01% | +1,072 | New |
| Veriti Management LLC | 1,091 | $205.2K | 0.02% | +1,091 | New |
| Centiva Capital, LP | 1,122 | $211.0K | 0.01% | −835−42.7% | Reduced |
| Sharkey, Howes & Javer | 1,131 | $212.7K | 0.04% | +1,131 | New |
| Headinvest, LLC | 1,140 | $212.9K | 0.05% | 00.0% | Unchanged |
| Capula Management Ltd | 1,140 | $214.4K | 0.01% | −1,340−54.0% | Reduced |
| Cetera Investment Advisers | 1,153 | $216.9K | 0.00% | +1,153 | New |
| Profund Advisors LLC | 1,158 | $217.8K | 0.01% | −187−13.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,169 | $219.9K | 0.12% | −15−1.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,180 | $221.9K | 0.01% | +1,180 | New |
| Wendell David Associates Inc | 1,189 | $224.0K | 0.03% | +87+7.9% | Added |
| CIBC Asset Management Inc | 1,206 | $226.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,213 | $228.2K | 0.00% | −73,359−98.4% | Reduced |
| Snowden Capital Advisors LLC | 1,221 | $229.7K | 0.01% | −36−2.9% | Reduced |
| Atria Wealth Solutions, Inc. | 1,230 | $231.4K | 0.00% | −689−35.9% | Reduced |
| Ethic Inc. | 1,233 | $231.9K | 0.01% | −545−30.7% | Reduced |
| Headlands Technologies LLC | 1,243 | $233.8K | 0.11% | +1,243 | New |