| 4 |
| MORGAN STANLEY |
| 1.9M |
| $275.0M |
| -7.2% |
| 5.720% |
| 0.01% |
| 5 | FMR LLC | 1.8M | $254.2M | +47.0% | 5.285% | 0.01% |
| 6 | Impactive Capital LP | 1.7M | $240.9M | 0.0% | 5.009% | 17.19% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $213.6M | -1.9% | 4.441% | 0.00% |
| 8 | Boston Partners | 1.5M | $210.8M | -10.1% | 4.381% | 0.19% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $201.9M | -3.6% | 4.198% | 0.01% |
| 10 | STATE STREET CORP | 1.1M | $159.9M | +3.8% | 3.325% | 0.00% |
| 11 | EARNEST PARTNERS LLC | 857K | $121.0M | -2.9% | 2.516% | 0.44% |
| 12 | BANK OF AMERICA CORP /DE/ | 816K | $115.1M | -1.0% | 2.393% | 0.01% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 672K | $110.4M | +2.4% | 1.970% | 0.01% |
| 14 | LYRICAL ASSET MANAGEMENT LP | 771K | $108.7M | +1.3% | 2.261% | 1.38% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 734K | $103.5M | +6.9% | 2.152% | 0.02% |
| 16 | Turtle Creek Asset Management Inc. | 728K | $102.7M | +8.8% | 2.136% | 4.01% |
| 17 | CITADEL ADVISORS LLC | 605K | $85.4M | +103.1% | 1.777% | 0.00% |
| 18 | SEI INVESTMENTS CO | 550K | $77.5M | -8.0% | 1.613% | 0.07% |
| 19 | Capital World Investors | 548K | $77.3M | +159.3% | 1.607% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 488K | $68.8M | +1.9% | 1.431% | 0.01% |
| 21 | SNYDER CAPITAL MANAGEMENT L P | 466K | $65.8M | +25.8% | 1.368% | 1.14% |
| 22 | NEW SOUTH CAPITAL MANAGEMENT INC | 445K | $62.7M | +78.7% | 1.305% | 2.75% |
| 23 | River Road Asset Management, LLC | 425K | $60.0M | -10.8% | 1.247% | 0.67% |
| 24 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 387K | $54.6M | +63.6% | 1.135% | 0.16% |
| 25 | JPMORGAN CHASE & CO | 381K | $52.3M | +12.6% | 1.119% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WEX — a direct measure of their conviction.
| 117.37% |
| +12.72 pp |
| $6.14B |
| 9.3% |
| Q4 2024 | 425 | +0.7% | 104.65% | 1.90 pp | $6.77B | 18% |
| Q3 2024 | 422 | — | 106.55% | — | $8.26B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
WEX institutional ownership rose by 4.22 percentage points quarter-over-quarter, with a net change of -15 holders.
The top 10 institutions account for 51.7% of all reported 13F value in WEX, and the top 25 account for 74.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
WEX Inc. (WEX) Institutional Ownership