Institutional Ownership
HHG PLC is the biggest individual institutional holder of Wex Inc (WEX), owning a total of 4.2 million shares. Combined, the top 32 institutional holders of WEX own 97.97% of the company with a total of 39.4 million shares.
In the latest ownership report on September 30th 2024, the top 32 institutional holders decreased their combined ownership of WEX by 1 million shares. 10 institutions bought 1,477,642 total additional shares and increased their ownership by an average of 7.09%. However 8 institutions sold 2,526,635 total shares and decreased their ownership by an average of 9.17%.
Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Wex decreased by a net total of -1,048,993 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
| Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
|---|---|---|---|---|---|
| HHG PLC | 10.466% | 0.613% | 4,163,678 | 25,365 | 2024-09-30 |
| Vanguard Group Inc | 9.671% | -3.859% | 3,847,308 | -154,445 | 2024-09-30 |
| Wellington Management Company LLP | 6.553% | -3.727% | 2,607,160 | -100,926 | 2024-09-30 |
| Morgan Stanley - Brokerage Accounts | 5.701% | -48.448% | 2,268,000 | -2,131,466 | 2024-09-30 |
| Impactive Capital LP | 5.458% | 9.732% | 2,171,265 | 192,561 | 2024-09-30 |
| Par Capital Management Inc | 4.650% | 0.544% | 1,850,000 | 10,000 | 2024-09-30 |
| FMR Inc | 3.910% | 8.758% | 1,555,507 | 125,262 | 2024-09-30 |
| State Street Corp | 3.119% | 0.314% | 1,240,953 | 3,882 | 2024-09-30 |
| JPMorgan Chase & Co | 2.500% | -5.364% | 994,527 | -56,365 | 2024-09-30 |
| LORING WOLCOTT & COOLIDGE FID ADV LLP | 2.287% | -0.466% | 909,989 | -4,261 | 2024-09-30 |
| Earnest Partners LLC | 2.172% | 0.000% | 863,954 | 863,954 | 2024-09-30 |
| Lyrical Asset Management LP | 2.062% | -4.881% | 820,244 | -42,093 | 2024-09-30 |
| Bessemer Group Inc | 1.976% | 1.230% | 785,971 | 9,551 | 2024-09-30 |
| River Road Asset Management, LLC | 1.811% | 4.993% | 720,465 | 34,264 | 2024-09-30 |
| Geode Capital Management, LLC | 1.743% | -0.788% | 693,297 | -5,503 | 2024-09-30 |
| Bank of America Corp | 1.475% | 26.782% | 586,842 | 123,968 | 2024-09-30 |
| Dimensional Fund Advisors, Inc. | 1.469% | 17.927% | 584,362 | 88,835 | 2024-09-30 |
| Brown Advisory Holdings Inc | 1.289% | -5.802% | 512,630 | -31,576 | 2024-09-30 |
Top Institutions
| Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
|---|---|---|---|---|---|
| HHG PLC | 10.466% | 0.613% | 4,163,678 | 25,365 | 2024-09-30 |
| Vanguard Group Inc | 9.671% | -3.859% | 3,847,308 | -154,445 | 2024-09-30 |
| BlackRock Inc | 9.348% | -3.542% | 3,719,021 | -136,544 | 2024-06-30 |
| Wellington Management Company LLP | 6.553% | -3.727% | 2,607,160 | -100,926 | 2024-09-30 |
| Morgan Stanley - Brokerage Accounts | 5.701% | -48.448% | 2,268,000 | -2,131,466 | 2024-09-30 |
| Impactive Capital LP | 5.458% | 9.732% | 2,171,265 | 192,561 | 2024-09-30 |
| Par Capital Management Inc | 4.650% | 0.544% | 1,850,000 | 10,000 | 2024-09-30 |
| Atlanta Capital Management Company,LLC | 3.840% | -0.091% | 1,644,877 | -1,501 | 2022-09-30 |
| FMR Inc | 3.910% | 8.758% | 1,555,507 | 125,262 | 2024-09-30 |
| State Street Corporation | 3.088% | 3.996% | 1,268,759 | 48,756 | 2024-03-31 |
| State Street Corp | 3.119% | 0.314% | 1,240,953 | 3,882 | 2024-09-30 |
| JPMorgan Chase & Co | 2.500% | -5.364% | 994,527 | -56,365 | 2024-09-30 |
| LORING WOLCOTT & COOLIDGE FID ADV LLP | 2.287% | -0.466% | 909,989 | -4,261 | 2024-09-30 |
| Earnest Partners LLC | 2.172% | 0.000% | 863,954 | 863,954 | 2024-09-30 |
| Lyrical Asset Management LP | 2.062% | -4.881% | 820,244 | -42,093 | 2024-09-30 |
| Bessemer Group Inc | 1.976% | 1.230% | 785,971 | 9,551 | 2024-09-30 |
| Millennium Management LLC | 1.699% | 85.883% | 732,837 | 338,591 | 2022-09-30 |
| River Road Asset Management, LLC | 1.811% | 4.993% | 720,465 | 34,264 | 2024-09-30 |
| Rockefeller Capital Management L.P. | 1.635% | -0.422% | 712,794 | -3,018 | 2022-06-30 |
| Geode Capital Management, LLC | 1.743% | -0.788% | 693,297 | -5,503 | 2024-09-30 |
| Bank of America Corp | 1.475% | 26.782% | 586,842 | 123,968 | 2024-09-30 |
| Dimensional Fund Advisors, Inc. | 1.469% | 17.927% | 584,362 | 88,835 | 2024-09-30 |
| Anomaly Capital Management, LP | 1.333% | 1.519% | 581,088 | 8,696 | 2022-09-30 |
| Warburg Pincus LLC | 1.347% | 0.000% | 577,254 | 0 | 2022-12-31 |
| Brown Advisory Holdings Inc | 1.289% | -5.802% | 512,630 | -31,576 | 2024-09-30 |
| Neuberger Berman Group LLC | 1.171% | -24.553% | 465,844 | -151,600 | 2024-06-30 |
| NORGES BANK | 1.159% | -0.082% | 460,918 | -376 | 2024-06-30 |
| Goldman Sachs Group Inc | 1.061% | 72.403% | 444,676 | 186,748 | 2023-12-31 |
| Jennison Associates LLC | 1.033% | -20.882% | 441,597 | -116,550 | 2023-12-31 |
| PRIMECAP Management Company | 1.074% | -2.994% | 441,040 | -13,610 | 2024-03-31 |
| Federated Hermes Inc | 0.951% | 4.983% | 390,544 | 18,538 | 2024-03-31 |
| Bank of New York Mellon Corp | 0.920% | 0.114% | 385,267 | 440 | 2023-12-31 |
$WEX I need a smoke after this trade
$WEX not good
$WEX why is there no volume? Is that suspicious?
$WEX we finna be at the top yo
$WEX let’s buy NOW!!!
$WEX Starting a small position
$WEX I’m expecting a breakout here in the next week
$WEX take what we can get
$WEX now I buy
$WEX do what the markets tells you to do not the other way around