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Who owns WEXWhat WEX owns — n/a

Who owns WEX Inc.?

Institutional ownership of WEX from SEC Form 13F filings across 271 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

271

13F holders

$3.45B

value, 2026 filers

72.8%

of shares outstanding (24.8M sh)

39

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of WEX's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Jupiter Topco LLCNEW4.0M$559.7M0.2%11.6%new
2BlackRock, Inc.3.2M$446.8M0.0%9.3%+2.0%
3MORGAN STANLEY1.9M$275.0M0.0%5.7%-7.2%
4FMR LLC1.8M$254.2M0.0%5.3%+47.0%
5VANGUARD CAPITAL MANAGEMENT LLC1.5M$213.6M0.0%4.4%-50.9%
6VANGUARD PORTFOLIO MANAGEMENT LLC1.4M$201.9M0.0%4.2%-3.6%
7BANK OF AMERICA CORP /DE/815,695$115.1M0.0%2.4%-1.0%
8GEODE CAPITAL MANAGEMENT, LLC671,582$110.4M0.0%2%+2.4%
9CITADEL ADVISORS LLC582,786$82.2M0.0%1.7%+112.1%
10SEI INVESTMENTS CO549,632$77.5M0.1%1.6%-8.0%
11Capital World Investors547,682$77.3M0.0%1.6%+159.3%
12Sixth Street Partners Management Company, L.P.NEW487,579$68.8M11.9%1.4%new
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC487,579$68.8M0.0%1.4%+1.9%
14JPMORGAN CHASE & CO381,242$52.3M0.0%1.1%+12.6%
15LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA367,338$51.8M0.5%1.1%-2.1%
16NORGES BANKNEW365,109$51.5M0.0%1.1%new
17NORTHERN TRUST CORP351,672$49.6M0.0%1%+5.7%
18FEDERATED HERMES, INC.349,233$49.3M0.1%1%-3.6%
19UBS Group AG342,363$48.3M0.0%1%+18.2%
20WELLINGTON MANAGEMENT GROUP LLP306,816$43.3M0.0%0.9%-0.2%
21VANGUARD FIDUCIARY TRUST CO218,743$30.9M0.0%0.6%+2.4%
22Bank of New York Mellon Corp217,396$30.7M0.0%0.6%-6.6%
23NEUBERGER BERMAN GROUP LLC200,003$28.2M0.0%0.6%-0.8%
24Quantinno Capital Management LP185,702$26.2M0.0%0.5%-12.8%
25Meridiem Capital Partners LPNEW160,776$22.7M1.0%0.5%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.