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, Q4 2023
Institutional positions in WEX Inc. as of Dec 31, 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
- 418
- +14 vs. Q3 2023
- Shares held
- 41.9M
- −25.3K (−0.1%) vs. Q3 2023
- Total value
- $8.16B
- +$285.8M (+3.6%) vs. Q3 2023
- New holders
- 58
- 127 more added
- Sold out
- 44
- 162 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 1,265 | $246.1K | 0.00% | +1,265 | New |
| Oppenheimer Asset Management Inc. | 1,263 | $245.7K | 0.00% | +5+0.4% | Added |
| Perpetual Ltd | 1,254 | $244.0K | 0.00% | −10−0.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,239 | $241.0K | 0.00% | +1,239 | New |
| Great Lakes Advisors, LLC | 1,236 | $240.5K | 0.00% | +1,236 | New |
| Veriti Management LLC | 1,225 | $238.3K | 0.02% | +134+12.3% | Added |
| Graham Capital Management, L.P. | 1,222 | $237.7K | 0.01% | +1,222 | New |
| NorthRock Partners, LLC | 1,210 | $235.4K | 0.01% | +1,210 | New |
| CIBC Asset Management Inc | 1,206 | $234.6K | 0.00% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,189 | $231.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,187 | $230.9K | 0.00% | −877−42.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,185 | $230.5K | 0.01% | +5+0.4% | Added |
| Atria Wealth Solutions, Inc. | 1,169 | $227.4K | 0.00% | −61−5.0% | Reduced |
| Headlands Technologies LLC | 1,143 | $222.4K | 0.07% | −100−8.0% | Reduced |
| Headinvest, LLC | 1,140 | $221.8K | 0.05% | 00.0% | Unchanged |
| Advisory Research Inc | 1,091 | $212.3K | 0.03% | −2,752−71.6% | Reduced |
| Silver Oak Securities, Inc | 1,076 | $209.3K | 0.03% | +1,076 | New |
| Ieq Capital, LLC | 1,073 | $208.8K | 0.00% | +1,073 | New |
| SageView Advisory Group, LLC | 995 | $208.5K | 0.01% | −571−36.5% | Reduced |
| KBC Group NV | 837 | $163.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 742 | $144.4K | 0.00% | −42−5.4% | Reduced |
| Harvest Fund Management Co., Ltd | 741 | $144.0K | 0.02% | −613−45.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 600 | $116.7K | 0.00% | −1,425−70.4% | Reduced |
| Atlantic Trust, LLC | 587 | $114.2K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 555 | $108.0K | 0.00% | −13−2.3% | Reduced |
| Essex Investment Management Co LLC | 523 | $101.8K | 0.02% | +523 | New |
| Clean Yield Group | 500 | $97.3K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 480 | $93.4K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 450 | $87.5K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 441 | $85.8K | 0.00% | +441 | New |
| Y.D. More Investments Ltd | 438 | $79.0K | 0.02% | −8−1.8% | Reduced |
| Fifth Third Bancorp | 383 | $74.5K | 0.00% | −1,471−79.3% | Reduced |
| Bangor Savings Bank | 380 | $73.9K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 376 | $73.2K | 0.05% | −438−53.8% | Reduced |
| CWM, LLC | 377 | $73.0K | 0.00% | +51+15.6% | Added |
| Proequities, Inc. | 341 | $66.3K | 0.00% | +31+10.0% | Added |
| Northwestern Mutual Wealth Management Co | 340 | $66.1K | 0.00% | +56+19.7% | Added |
| ICA Group Wealth Management, LLC | 320 | $62.3K | 0.01% | +320 | New |
| Ossiam | 300 | $58.4K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 280 | $54.5K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 269 | $52.3K | 0.00% | +20+8.0% | Added |
| GWM Advisors LLC | 260 | $50.6K | 0.00% | −1,281−83.1% | Reduced |
| Leonteq Securities AG | 254 | $49.4K | 0.01% | +35+16.0% | Added |
| Signaturefd, LLC | 217 | $42.2K | 0.00% | −299−57.9% | Reduced |
| Dougherty Wealth Advisers LLC | 214 | $41.6K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 192 | $38.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 181 | $35.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 179 | $34.8K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 169 | $33.5K | 0.00% | −57−25.2% | Reduced |
| Core Alternative Capital | 171 | $33.3K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 170 | $33.1K | 0.01% | +25+17.2% | Added |
| Steward Partners Investment Advisory, LLC | 169 | $32.9K | 0.00% | +75+79.8% | Added |
| Lindbrook Capital, LLC | 167 | $32.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 166 | $32.3K | 0.00% | +4+2.5% | Added |
| Principal Securities, Inc. | 159 | $30.9K | 0.00% | +159 | New |
| Quent Capital, LLC | 146 | $28.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 145 | $28.2K | 0.01% | +145 | New |
| GAMMA Investing LLC | 133 | $27.2K | 0.01% | +133 | New |
| LGT Financial Advisors LLC | 123 | $23.9K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 118 | $23.0K | 0.00% | +118 | New |
| V-Square Quantitative Management LLC | 117 | $22.8K | 0.01% | +117 | New |
| Quadrant Capital Group LLC | 115 | $22.4K | 0.00% | +19+19.8% | Added |
| NBC Securities, Inc. | 105 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 112 | $20.0K | 0.00% | +53+89.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 97 | $18.9K | 0.00% | −2,100−95.6% | Reduced |
| Parallel Advisors, LLC | 85 | $16.5K | 0.00% | −30−26.1% | Reduced |
| Boyd Watterson Asset Management LLC | 83 | $16.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $15.6K | 0.00% | +80 | New |
| AdvisorNet Financial, Inc | 77 | $15.0K | 0.00% | −48−38.4% | Reduced |
| Farther Finance Advisors, LLC | 75 | $14.6K | 0.00% | +59+368.8% | Added |
| Private Trust Co NA | 74 | $14.4K | 0.00% | −1−1.3% | Reduced |
| Smithfield Trust Co | 67 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 65 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 64 | $12.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 56 | $11.0K | 0.01% | −45−44.6% | Reduced |
| Glassman Wealth Services | 52 | $10.1K | 0.00% | −13−20.0% | Reduced |
| Macroview Investment Management LLC | 50 | $9.73K | 0.01% | +33+194.1% | Added |
| Beacon Capital Management, LLC | 49 | $9.22K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 43 | $8.37K | 0.01% | +43 | New |
| Salem Investment Counselors Inc | 40 | $7.78K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 38 | $7.39K | 0.01% | +38 | New |
| Capital Advisors, Ltd. LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $6.69K | 0.00% | +13+59.1% | Added |
| EverSource Wealth Advisors, LLC | 33 | $6.42K | 0.00% | +33 | New |
| Parkside Financial Bank & Trust | 30 | $5.84K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $5.84K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 24 | $4.99K | 0.00% | +24 | New |
| Smartleaf Asset Management LLC | 27 | $4.91K | 0.00% | +27 | New |
| Concord Wealth Partners | 24 | $4.67K | 0.00% | −20−45.5% | Reduced |
| Bruce G. Allen Investments, LLC | 22 | $4.28K | 0.00% | +22 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $4.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $3.89K | 0.00% | −4−16.7% | Reduced |
| Assetmark, Inc | 20 | $3.89K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 18 | $3.50K | 0.00% | −3−14.3% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $3.50K | 0.00% | −1−5.3% | Reduced |
| Brown Brothers Harriman & Co | 18 | $3.50K | 0.00% | +18 | New |
| EntryPoint Capital, LLC | 18 | $3.50K | 0.00% | +18 | New |
| Castleview Partners, LLC | 15 | $2.92K | 0.00% | +15 | New |