WEX Inc. — Institutional Ownership
Which tracked institutions hold WEX, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
28
Funds holding
$1967143328
Total value held
Buying
20 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | $599313395 | 3916073 | — | NEW BUY |
| 2 | Blackrock, Inc. | $475256723 | 3105441 | +46682 | +1.53% |
| 3 | Morgan Stanley | $321425510 | 2100268 | -10840 | -0.51% |
| 4 | State Street Corp | $167029846 | 1091413 | +29637 | +2.79% |
| 5 | Bank Of America Corp /De/ | $126056114 | 823681 | +98524 | +13.59% |
| 6 | Sei Investments Co | $91456780 | 597600 | — | NEW BUY |
| 7 | Northern Trust Corp | $50939670 | 332852 | +13396 | +4.19% |
| 8 | Bank Of New York Mellon Corp | $35609665 | 232682 | +1088 | +0.47% |
| 9 | Goldman Sachs Group Inc | $25542988 | 166904 | -72397 | -30.25% |
| 10 | Invesco Ltd. | $12725573 | 85418 | +10537 | +14.07% |
| 11 | Ameriprise Financial Inc | $12175250 | 79556 | -1169 | -1.45% |
| 12 | Principal Financial Group Inc | $11708631 | 76507 | +2753 | +3.73% |
| 13 | Raymond James Financial Inc | $10806591 | 70613 | -3730 | -5.02% |
| 14 | Citigroup Inc | $6015067 | 40375 | +16287 | +67.61% |
| 15 | Wells Fargo & Company/Mn | $5788408 | 38853 | -3061 | -7.30% |
| 16 | Fifth Third Bancorp | $4399213 | 28746 | +22845 | +387.14% |
| 17 | Royal Bank Of Canada | $2311000 | 15107 | — | NEW BUY |
| 18 | Barclays Plc | $2255656 | 14739 | — | NEW BUY |
| 19 | Pnc Financial Services Group, Inc. | $1724761 | 11270 | -268 | -2.32% |
| 20 | Nomura Holdings Inc | $1323337 | 8647 | — | NEW BUY |
| 21 | Bank Of Montreal /Can/ | $841414 | 5498 | — | NEW BUY |
| 22 | Bank Of Nova Scotia | $642768 | 4200 | — | NEW BUY |
| 23 | M&T Bank Corp | $608773 | 4084 | — | NEW BUY |
| 24 | Truist Financial Corp | $582470 | 3806 | +1174 | +44.60% |
| 25 | Prudential Financial Inc | $305009 | 1993 | -56 | -2.73% |
| 26 | Us Bancorp \De\ | $292766 | 1913 | -253 | -11.68% |
| 27 | Amalgamated Financial Corp. | $5831 | 32674 | — | NEW BUY |
| 28 | Toronto Dominion Bank | $119 | 1 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.