Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in WEX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Jupiter Topco LLC | 4.0M | $559.7M | — | 11.640% | 0.23% |
| 2 | BlackRock, Inc. | 3.2M | $446.8M | +2.0% | 9.292% | 0.01% |
| 3 | PAR CAPITAL MANAGEMENT INC | 2.3M | $318.2M | 0.0% | 6.616% | 7.89% |
| 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.
Filings activity in WEX during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 415 | 3.5% | 117.67% | +4.22 pp | $5.58B | 5.6% |
| Q1 2026 | 430 | +2.1% | 113.45% | 0.11 pp | $5.91B | +3.6% |
| Q4 2025 | 421 | +10% | 113.56% | +2.83 pp | $5.70B | 2.5% |
| Q3 2025 | 381 | +1.3% | 110.73% | 0.69 pp | $5.85B | +7.3% |
| Q2 2025 | 376 | 7.8% | 111.42% | 5.95 pp | $5.45B | 11% |
| Q1 2025 | 408 | 4.0% | 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.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 18, 2026 | GROCH JAMES R | Buy | 2K | $142.95 | $214K |
Quick answers to the most common questions about buying WEX stock.
Based on Q2 2026 13F filings, institutional ownership of WEX Inc. stands at 117.7%, held across 415 reporting institutions.
Jupiter Topco LLC is the largest reported institutional holder of WEX, with approximately 3,967,061 shares worth $0.56B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of WEX, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for WEX is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
58 institutions opened new positions in WEX during Q2 2026, while 78 fully exited. 79 added to existing positions and 264 trimmed.
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