WEX · Company research
WEX Inc. (WEX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Long Road Investment Counsel, LLC | 1620081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27904 | 3936975 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54014 | 7620835 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 5 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66411 | 9369 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3100 | 437379 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swedbank AB | 946431 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35300 | 4980477 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Portside Wealth Group, LLC | 1978608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1933 | 272727 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1906 | 268918 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6500 | 917085 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 847 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| TURTLE CREEK ASSET MANAGEMENT INC. | 1484148 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 728088 | 102725936 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1513612 | 213555517 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97536 | 13460943 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16777 | 2367067 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Watershed Asset Management, L.L.C. | 1315926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4043 | 570427 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 847 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38008 | 5362549 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KESTREL INVESTMENT MANAGEMENT CORP | 917579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36900 | 5206221 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 1552 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 988 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Knollwood Investment Advisory, LLC | 1999346 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1674 | 236185 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sunriver Management LLC | 1663900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202518 | 28573265 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6016 | 848796 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105297 | 14856291 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 1552 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199638 | 28166925 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12865 | 1815123 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2810 | 396463 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3309 | 466867 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SPINNAKER TRUST | 1158970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65963 | 9306720 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42395 | 5981511 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Snowden Capital Advisors LLC | 1903055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5386 | 759911 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SNYDER CAPITAL MANAGEMENT L P | 1050477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 466244 | 65782366 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180300 | 25438527 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207 | 29206 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PALISADE CAPITAL MANAGEMENT, LP | 1009006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12616 | 1779991 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104180 | 14698756 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51444 | 7258234 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70802 | 9989440 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 565 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Gator Capital Management, LLC | 1570284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42899 | 6052620 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MIRABELLA FINANCIAL SERVICES LLP | 1538853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3706 | 522880 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Connor, Clark & Lunn Investment Management Ltd. | 1596800 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38117 | 5377928 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 1552 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LOOMIS SAYLES & CO L P | 312348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153163 | 21609744 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vident Advisory, LLC | 1744347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5844 | 824530 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111 | 15661 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 163295 | 23039292 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EXCHANGE TRADED CONCEPTS, LLC | 1457320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 459 | 64760 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16861 | 2378918 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantum Portfolio Management LLC | 2003672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3507 | 494803 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PARADIGM ASSET MANAGEMENT CO LLC | 1034549 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 480 | 67723 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43271 | 6105105 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1555 | 219395 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hilltop National Bank | 2021658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 577 | 81409 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MV CAPITAL MANAGEMENT, INC. | 1633366 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 1225 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3593 | 507 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2667 | 376287 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 1270 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Benin Management CORP | 1352871 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3041 | 429055 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 289477 | 39788430 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1044797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 440478 | 62147041 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7798 | 1100220 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 424 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MCF Advisors LLC | 1602905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 784 | 110615 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aurora Investment Counsel | 1316397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4006 | 565207 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85 | 11993 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Storgate, LLC | 2110835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4770 | 672999 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 423 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Frazier Financial Advisors, LLC | 2002745 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 6067 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Wilmington Savings Fund Society, FSB | 900974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156 | 22010 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| SageView Advisory Group, LLC | 1914558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1571 | 221654 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8190 | 1155527 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5361984 | 38004 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4366 | 615999 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Trust & Banking Corp | 1462160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11487 | 1620701 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2943 | 415228 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4123 | 581714 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1846 | 260 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Coppell Advisory Solutions LLC | 1848433 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3012 | 411831 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.