WEX Inc. — Institutional Ownership
Which tracked institutions hold WEX, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
31
Funds holding
$1984629462
Total value held
Buying
16 added/new · 14 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | $599313395 | 3916073 | +3916073 | NEW BUY |
| 2 | Blackrock, Inc. | $446832735 | 3167005 | +61564 | +1.98% |
| 3 | Morgan Stanley | $275026397 | 1949295 | -150973 | -7.19% |
| 4 | State Street Corp | $159887139 | 1133228 | +41815 | +3.83% |
| 5 | Bank Of America Corp /De/ | $115086411 | 815695 | -7986 | -0.97% |
| 6 | Sei Investments Co | $77547480 | 549632 | -47968 | -8.03% |
| 7 | Jpmorgan Chase & Co | $52335547 | 381242 | +42785 | +12.64% |
| 8 | Northern Trust Corp | $49617402 | 351672 | +18820 | +5.65% |
| 9 | Federated Hermes, Inc. | $49273284 | 349233 | +349233 | NEW BUY |
| 10 | Ubs Group Ag | $48303996 | 342363 | +342363 | NEW BUY |
| 11 | Bank Of New York Mellon Corp | $30672469 | 217396 | -15286 | -6.57% |
| 12 | Goldman Sachs Group Inc | $21589543 | 153020 | -13884 | -8.32% |
| 13 | Invesco Ltd. | $12259593 | 86892 | +86892 | NEW BUY |
| 14 | Principal Financial Group Inc | $11104206 | 78703 | +2196 | +2.87% |
| 15 | Raymond James Financial Inc | $9229120 | 65413 | -5200 | -7.36% |
| 16 | Wells Fargo & Company/Mn | $6724809 | 47663 | +3355 | +7.57% |
| 17 | Ameriprise Financial Inc | $5661660 | 40128 | +40128 | NEW BUY |
| 18 | Fifth Third Bancorp | $3579835 | 25373 | -3373 | -11.73% |
| 19 | Citigroup Inc | $2243048 | 15898 | -24477 | -60.62% |
| 20 | Royal Bank Of Canada | $1833000 | 12990 | -2117 | -14.01% |
| 21 | Pnc Financial Services Group, Inc. | $1516578 | 10749 | -521 | -4.62% |
| 22 | Barclays Plc | $1293514 | 9168 | -5571 | -37.80% |
| 23 | M&T Bank Corp | $823827 | 5842 | +1758 | +43.05% |
| 24 | Bank Of Montreal /Can/ | $671307 | 4758 | -740 | -13.46% |
| 25 | Bank Of Nova Scotia | $592578 | 4200 | — | Held |
| 26 | Truist Financial Corp | $537835 | 3812 | +6 | +0.16% |
| 27 | Zions Bancorporation, National Association /Ut/ | $492545 | 3491 | +3491 | NEW BUY |
| 28 | Us Bancorp \De\ | $267930 | 1899 | -14 | -0.73% |
| 29 | Prudential Financial Inc | $265108 | 1879 | -114 | -5.72% |
| 30 | First Horizon Corp | $41340 | 293 | +293 | NEW BUY |
| 31 | Amalgamated Financial Corp. | $5831 | 32674 | +32674 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.