WexWEX
13F holders, Q3 2024 (September 30)434holders −8
59new positions
71sold out
10famous investors
$207.68avg. 13F price*
At the end of Q3 2024, 434 institutions reported holding Wex Inc. (WEX) in their 13F filings, down 8 from Q2 2024. 59 opened new positions and 71 sold out. The largest holders were Janus Henderson Group PLC ($873.3M), Vanguard Group Inc. ($806.9M) and BlackRock, Inc. ($763.9M). 10 famous investors held it, including John W. Rogers Jr. (0.3% of Ariel Investments's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $338.2M |
| Exits | 71 | $128.3M |
All 13F filers, Q2 2024 → Q3 2024: 3,974,937 shares bought and 2,473,851 shares sold, net +1,501,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 434 holders
| Janus Henderson Group PLC | 0.45% | Add +0.6% | 4,163,678 | $873.3M |
| Vanguard Group Inc. | 0.01% | Reduce -3.9% | 3,847,308 | $806.9M |
| BlackRock, Inc. | 0.02% | — | 3,642,377 | $763.9M |
| Wellington Management Group LLP | 0.10% | Reduce -3.7% | 2,607,160 | $546.8M |
| Morgan Stanley | 0.03% | Add +3.1% | 2,268,000 | $475.7M |
| Impactive Capital LP | 16.91% | Add +9.7% | 2,171,265 | $455.4M |
| Par Capital Management Inc. | 11.00% | Add +0.5% | 1,850,000 | $388.0M |
| FMR LLC | 0.02% | Add +8.8% | 1,555,507 | $326.2M |
| State Street Corp. | 0.01% | Add +0.3% | 1,240,953 | $260.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -5.4% | 994,527 | $208.6M |
| Earnest Partners LLC | 0.79% | New | 863,954 | $181.2M |
| Lyrical Asset Management LP | 2.51% | Reduce -4.9% | 820,244 | $172.0M |
| Bessemer Group Inc. | 0.27% | Add +1.2% | 785,971 | $164.8M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1.47% | Reduce -0.5% | 909,989 | $164.8M |
| River Road Asset Management, LLC | 1.98% | Add +5.0% | 720,465 | $151.1M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.8% | 693,297 | $145.4M |
| Bank of America Corp. | 0.01% | Add +26.8% | 586,842 | $123.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +17.9% | 584,362 | $122.6M |
| Brown Advisory Inc. | 0.14% | Reduce -5.8% | 512,630 | $107.5M |
| Sei Investments Co. | 0.12% | Add +753.2% | 457,631 | $96.0M |
| Norges Bank | 0.01% | Reduce -4.6% | 439,700 | $92.2M |
| Federated Hermes, Inc. | 0.19% | Add +2.8% | 413,495 | $86.7M |
| Neuberger Berman Group LLC | 0.07% | Reduce -13.0% | 405,318 | $85.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.2% | 343,964 | $72.1M |
| Ameriprise Financial Inc. | 0.02% | Add +5.8% | 334,295 | $70.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.9% | 314,438 | $65.9M |
| Loomis Sayles & Co. L P | 0.08% | Add +5.8% | 308,065 | $64.6M |
| Northern Trust Corp. | 0.01% | Reduce -6.4% | 306,754 | $64.3M |
| Premier Fund Managers Ltd | 2.23% | Add +18.1% | 300,000 | $62.8M |
| Primecap Management Co. | 0.04% | Reduce -29.6% | 291,590 | $61.2M |
| TimesSquare Capital Management, LLC | 0.87% | Reduce -3.8% | 276,412 | $58.0M |
| Sunriver Management LLC | 6.82% | New | 264,533 | $55.5M |
| Baron Capital (BAMCO) | 0.14% | Reduce -4.0% | 243,500 | $51.1M |
| Freshford Capital Management, LLC | 12.63% | Add +14.5% | 191,779 | $40.2M |
| Jennison Associates LLC | 0.02% | Reduce -43.5% | 178,048 | $37.3M |
| Hotchkis & Wiley Capital Management LLC | 0.12% | Add +82.2% | 175,690 | $36.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +17.8% | 174,437 | $36.6M |
| Renaissance Group LLC | 1.41% | Add +17.7% | 163,286 | $34.2M |
| Rice Hall James & Associates, LLC | 1.75% | Add +672.7% | 154,033 | $32.3M |
| Ariel Investments | 0.32% | New | 149,440 | $31.3M |
| HM Payson & Co. | 0.54% | Add +61.3% | 149,341 | $31.3M |
| Handelsbanken Fonder AB | 0.12% | Reduce -6.3% | 148,844 | $31.2M |
| Westfield Capital Management Co. LP | 0.14% | Reduce -38.9% | 145,094 | $30.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.4% | 138,786 | $29.1M |
| Blair William & Co. | 0.08% | Add +14.4% | 129,140 | $27.1M |
| New York State Common Retirement Fund | 0.04% | Add +328.6% | 127,570 | $26.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.4% | 126,144 | $26.5M |
| Rhumbline Advisers | 0.02% | Reduce -2.5% | 122,407 | $25.7M |
| WCM Investment Management, LLC | 0.05% | Reduce -1.0% | 113,223 | $23.7M |
| Williams Jones Wealth Management, LLC. | 0.27% | Reduce -9.5% | 108,379 | $22.7M |
| Snyder Capital Management L P | 0.45% | New | 102,141 | $21.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -31.8% | 95,210 | $20.0M |
| Millennium Management | 0.02% | Add +76.7% | 93,937 | $19.7M |
| Gotham Asset Management | 0.20% | Add +128.4% | 89,945 | $18.9M |
| Hill City Capital, LP | 1.18% | No change | 85,000 | $17.8M |
| Swiss National Bank | 0.01% | Reduce -0.2% | 81,826 | $17.2M |
| Distillate Capital Partners LLC | 0.86% | Add +3.5% | 81,541 | $17.1M |
| Creative Planning | 0.02% | Add +1.8% | 78,721 | $16.5M |
| Marshall Wace, LLP | 0.02% | Reduce -50.1% | 77,512 | $16.3M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 77,105 | $16.2M |
| Retirement Systems of Alabama | 0.06% | Reduce -2.3% | 76,807 | $16.1M |
| Raymond James & Associates | 0.01% | Reduce -2.5% | 74,442 | $15.6M |
| Wells Fargo & Company | 0.00% | Add +31.7% | 73,634 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +43.5% | 72,262 | $15.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.7% | 70,987 | $14.9M |
| Natixis Advisors, LLC | 0.03% | Add +300.4% | 68,539 | $14.4M |
| Invesco Ltd. | 0.00% | Reduce -55.6% | 67,605 | $14.2M |
| Legal & General Group Plc | 0.00% | Add +5.7% | 67,225 | $14.1M |
| Spinnaker Trust | 0.85% | No change | 65,633 | $13.8M |
| Cambiar Investors LLC | 0.52% | Add +0.2% | 65,029 | $13.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.0% | 57,263 | $12.0M |
| Penserra Capital Management LLC | 0.26% | Reduce -4.4% | 56,926 | $11.9M |
| Thompson Siegel & Walmsley LLC | 0.18% | Reduce -17.1% | 55,503 | $11.6M |
| New South Capital Management Inc. | 0.48% | Reduce -2.8% | 55,459 | $11.6M |
| Incline Global Management LLC | 4.72% | Reduce -20.6% | 50,626 | $10.6M |
| New York State Teachers Retirement System | 0.02% | Reduce -4.2% | 50,337 | $10.6M |
| Corebridge Financial, Inc. | 0.05% | Reduce -8.3% | 48,627 | $10.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -10.6% | 47,549 | $10.0M |
| Peregrine Capital Management LLC | 0.30% | Add +0.2% | 47,442 | $10.0M |
| Focus Partners Wealth | 0.03% | Add +9334.6% | 332,663 | $9.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +124.2% | 40,870 | $8.6M |
| Holocene Advisors, LP | 0.03% | Add +39.6% | 40,862 | $8.6M |
| Tudor Investment Corporation | 0.09% | New | 39,732 | $8.3M |
| California State Teachers Retirement System | 0.01% | Reduce -2.9% | 39,587 | $8.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.3% | 38,149 | $8.0M |
| Swedbank AB | 0.01% | No change | 35,300 | $7.4M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 35,083 | $7.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.20% | Add +2.0% | 34,770 | $7.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.6% | 34,714 | $7.3M |
| Wisconsin Capital Management LLC | 3.71% | Add +15.0% | 33,675 | $7.1M |
| UBS Group AG | 0.00% | Add +27.7% | 33,004 | $6.9M |
| Fisher Asset Management | 0.00% | Add +25.0% | 30,840 | $6.5M |
| WINTON GROUP Ltd | 0.42% | New | 28,673 | $6.0M |
| Dana Investment Advisors, Inc. | 0.19% | Reduce -10.6% | 27,373 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +16.5% | 27,262 | $5.7M |
| Comerica Bank | 0.02% | Reduce -18.6% | 27,223 | $5.7M |
| Portolan Capital Management, LLC | 0.41% | Add +108.9% | 26,870 | $5.6M |
| Long Road Investment Counsel, LLC | 2.23% | No change | 26,699 | $5.6M |
| LPL Financial LLC | 0.00% | Add +5.3% | 25,969 | $5.4M |
| Trexquant Investment LP | 0.07% | Reduce -20.6% | 24,915 | $5.2M |
| Harbor Capital Advisors, Inc. | 0.23% | Add +111.4% | 24,869 | $5.2M |
| Bath Savings Trust Co | 0.51% | Reduce -6.9% | 24,565 | $5.2M |
| Sora Investors LLC | 0.83% | New | 22,630 | $4.7M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -7.5% | 22,205 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -4.7% | 22,090 | $4.6M |
| Walleye Capital LLC | 0.05% | Reduce -59.5% | 22,049 | $4.6M |
| Barclays PLC | 0.00% | Add +38.4% | 21,535 | $4.5M |
| AXA S.A. | 0.01% | Reduce -16.2% | 21,412 | $4.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.8% | 21,405 | $4.5M |
| HRT Financial LP | 0.02% | New | 21,070 | $4.4M |
| Verdence Capital Advisors LLC | 0.34% | Add +76.2% | 20,197 | $4.2M |
| PEAK6 Investments LLC | 0.21% | New | 19,822 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -21.1% | 19,686 | $4.1M |
| Foyston, Gordon & Payne Inc | 1.02% | Add +878.0% | 19,520 | $4.1M |
| ClariVest Asset Management LLC | 0.41% | No change | 22,498 | $4.0M |
| Nisa Investment Advisors, LLC | 0.02% | No change | 18,333 | $3.8M |
| Clark Capital Management Group, Inc. | 0.03% | Add +13.2% | 18,178 | $3.8M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.5% | 17,885 | $3.8M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.04% | — | 17,799 | $3.7M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | No change | 17,799 | $3.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -28.2% | 17,305 | $3.6M |
| Martin & Co. Inc. | 0.84% | Reduce -0.1% | 16,983 | $3.6M |
| Burney Co./ | 0.12% | Reduce -1.6% | 16,527 | $3.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -65.6% | 16,420 | $3.4M |
| Oak Ridge Investments LLC | 0.30% | Reduce -2.9% | 16,188 | $3.4M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -36.2% | 15,677 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -3.0% | 15,429 | $3.2M |
| CenterBook Partners LP | 0.20% | Reduce -77.6% | 15,176 | $3.2M |
| Macquarie Group Ltd. | 0.00% | Reduce -0.4% | 15,163 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.4% | 15,158 | $3.2M |
| Citigroup Inc. | 0.00% | Add +13.4% | 15,099 | $3.2M |
| Yousif Capital Management, LLC | 0.03% | Reduce -14.1% | 15,093 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.8% | 14,683 | $3.1M |
| Balyasny Asset Management L.P. | 0.01% | New | 14,337 | $3.0M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +290.7% | 14,280 | $3.0M |
| Verition Fund Management LLC | 0.02% | Add +474.4% | 14,089 | $3.0M |
| Quantinno Capital Management LP | 0.04% | Add +19.7% | 13,868 | $2.9M |
| Clark Estates Inc. | 0.54% | Reduce -7.4% | 13,750 | $2.9M |
| Deutsche Bank AG | 0.00% | Reduce -42.0% | 13,647 | $2.9M |
| XTX Topco Ltd | 0.20% | Add +958.2% | 13,344 | $2.8M |
| Bank of Montreal | 0.00% | Add +68.3% | 12,438 | $2.6M |
| Henshaw Capital LLC | 0.11% | No change | 12,378 | $2.6M |
| Zions Bancorporation, N.A. | 0.19% | Add +17.9% | 12,333 | $2.6M |
| Stephens Inc. | 0.04% | Reduce -0.8% | 12,258 | $2.6M |
| Arizona State Retirement System | 0.02% | Add +3.3% | 12,065 | $2.5M |
| Pinebridge Investments, L.P. | 0.02% | New | 11,979 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -4.2% | 11,400 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -45.5% | 11,317 | $2.4M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.13% | New | 11,105 | $2.3M |
| Bullseye Asset Management LLC | 1.05% | Add +29.9% | 10,875 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +6.4% | 10,811 | $2.3M |
| Weil Company, Inc. | 0.74% | Reduce -18.5% | 10,728 | $2.2M |
| Factorial Partners, LLC | 1.29% | New | 10,700 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.0% | 10,667 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.6% | 10,630 | $2.2M |
| GHP Investment Advisors, Inc. | 0.10% | Reduce -1.7% | 10,581 | $2.2M |
| American Century Companies Inc. | 0.00% | Reduce -2.3% | 10,186 | $2.1M |
| Royce & Associates LP | 0.02% | Reduce -47.4% | 9,970 | $2.1M |
| Banc Funds Co. LLC | 0.23% | No change | 9,955 | $2.1M |
| Logan Capital Management Inc. | 0.09% | Reduce -1.8% | 9,870 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -3.0% | 9,775 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.7% | 9,652 | $2.0M |
| Bridgewater Associates | 0.01% | Reduce -89.4% | 9,152 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -2.5% | 9,116 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -1.5% | 9,101 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.5% | 9,056 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 8,900 | $1.9M |
| Voya Investment Management LLC | 0.00% | Reduce -12.4% | 8,397 | $1.8M |
| Algert Global LLC | 0.05% | Reduce -59.4% | 8,380 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -4.3% | 8,367 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Add +30.1% | 8,234 | $1.7M |
| Formula Growth Ltd. | 0.59% | No change | 8,200 | $1.7M |
| Vident Advisory, LLC | 0.04% | Reduce -11.4% | 8,143 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.3% | 7,952 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -10.4% | 7,865 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +54.6% | 7,375 | $1.5M |
| Utah Retirement Systems | 0.02% | No change | 6,822 | $1.4M |
| Aurora Investment Counsel | 0.76% | Reduce -0.8% | 6,655 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +289.0% | 6,528 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Reduce -9.9% | 6,457 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +79.5% | 6,436 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | New | 6,325 | $1.3M |
| Daiwa Securities Group Inc. | 0.01% | No change | 6,024 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +2.3% | 5,615 | $1.2M |
| Sepio Capital, LP | 0.09% | No change | 5,494 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 5,476 | $1.1M |
| Montag & Caldwell, LLC | 0.22% | No change | 5,051 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -5.6% | 5,039 | $1.1M |
| Lifestyle Asset Management, Inc. | 0.57% | Add +9.9% | 4,913 | $1.0M |
| Xponance LLC | 0.01% | Reduce -2.8% | 4,796 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +2.9% | 4,771 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 4,446 | $932K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +24.8% | 4,433 | $930K |
| Cornerstone Investment Partners, LLC | 0.05% | Add +2.4% | 4,428 | $929K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,395 | $922K |
| Townsquare Capital LLC | 0.01% | Add +22.6% | 4,296 | $901K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.1% | 4,215 | $884K |
| Sanctuary Advisors, LLC | 0.01% | Add +112.4% | 4,760 | $882K |
| Flputnam Investment Management Co. | 0.02% | New | 4,042 | $848K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.3% | 3,988 | $836K |
| Teacher Retirement System of Texas | 0.00% | Reduce -35.5% | 3,942 | $827K |
| Cetera Investment Advisers | 0.00% | Reduce -73.2% | 3,722 | $781K |
| Procyon Advisors, LLC | 0.05% | Add +3.9% | 3,691 | $774K |
| Engineers Gate Manager LP | 0.02% | Reduce -56.8% | 3,678 | $771K |
| Keeley-Teton Advisors, LLC | 0.09% | Reduce -4.0% | 3,677 | $771K |
| Mariner, LLC | 0.00% | Reduce -6.4% | 3,657 | $767K |
| Commerce Bank | 0.00% | Add +1.7% | 3,624 | $760K |
| Prudential Financial Inc. | 0.00% | Add +27.9% | 3,612 | $758K |
| Tidal Investments LLC | 0.01% | Reduce -32.4% | 3,600 | $755K |
| ProShare Advisors LLC | 0.00% | Add +81.3% | 3,582 | $751K |
| Gsa Capital Partners LLP | 0.06% | Reduce -25.3% | 3,529 | $740K |
| Captrust Financial Advisors | 0.00% | Add +191.9% | 3,485 | $731K |
| Edgestream Partners, L.P. | 0.03% | New | 3,464 | $727K |
| Cerity Partners LLC | 0.00% | Reduce -7.9% | 3,372 | $707K |
| First Trust Advisors LP | 0.00% | Reduce -96.3% | 3,288 | $690K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +21.6% | 3,218 | $675K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.3% | 3,208 | $673K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.4% | 3,195 | $670K |
| First Hawaiian Bank | 0.02% | New | 3,167 | $664K |
| Vestcor Inc | 0.02% | No change | 2,992 | $628K |
| Portside Wealth Group, LLC | 0.11% | Add +0.4% | 2,948 | $618K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 2,931 | $615K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +101.2% | 2,921 | $613K |
| Fiduciary Trust Co | 0.01% | No change | 2,905 | $609K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.06% | Reduce -3.6% | 2,869 | $602K |
| Seven Eight Capital, LP | 0.05% | Reduce -58.6% | 2,866 | $601K |
| US Bancorp \de | 0.00% | Reduce -2.2% | 2,840 | $596K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +14.0% | 2,837 | $595K |
| Bridgefront Capital, LLC | 0.23% | New | 2,833 | $594K |
| Gator Capital Management, LLC | 0.26% | No change | 2,801 | $587K |
| Diversified Trust Co. | 0.01% | Add +55.3% | 2,799 | $587K |
| Eukles Asset Management | 0.23% | Add +1.3% | 2,769 | $581K |
| Truist Financial Corp. | 0.00% | Reduce -6.9% | 2,740 | $575K |
| AQR Capital Management | 0.00% | Reduce -86.8% | 2,669 | $560K |
| Globeflex Capital L P | 0.05% | No change | 2,600 | $545K |
| Ethic Inc. | 0.01% | Reduce -7.6% | 2,273 | $540K |
| Amundi | 0.00% | Add +14.0% | 2,563 | $535K |
| Welch & Forbes LLC | 0.01% | No change | 2,525 | $530K |
| William Blair Investment Management, LLC | 0.00% | New | 2,519 | $528K |
| Shell Asset Management Co. | 0.02% | — | 2,484 | $521K |
| Hancock Whitney Corp. | 0.02% | Reduce -2.7% | 2,479 | $520K |
| Wilkinson Global Asset Management LLC | 0.03% | No change | 2,450 | $514K |
| Russell Investments Group, Ltd. | 0.00% | Add +93.4% | 2,431 | $510K |
| Raymond James Trust N.A. | 0.01% | Add +1.6% | 2,420 | $508K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -29.2% | 2,384 | $500K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +74.1% | 2,321 | $487K |
| Boit C F David | 0.24% | No change | 2,340 | $482K |
| Guggenheim Capital LLC | 0.00% | Add +23.2% | 2,248 | $471K |
| Inspire Investing, LLC | 0.05% | Add +0.1% | 2,218 | $465K |
| Benin Management CORP | 0.13% | No change | 2,201 | $462K |
| Versor Investments LP | 0.07% | Reduce -59.4% | 2,184 | $458K |
| Snowden Capital Advisors LLC | 0.01% | Add +67.0% | 2,171 | $455K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,193 | $453K |
| Ballentine Partners, LLC | 0.01% | Reduce -5.0% | 2,126 | $446K |
| Cornercap Investment Counsel Inc. | 0.13% | Reduce -54.0% | 2,105 | $441K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.6% | 2,041 | $428K |
| Advisory Services Network, LLC | 0.01% | No change | 2,355 | $417K |
| Moody Aldrich Partners LLC | 0.07% | Reduce -0.1% | 1,933 | $405K |
| Beverly Hills Private Wealth, LLC | 0.08% | New | 1,925 | $404K |
| Petrus Trust Company, LTA | 0.04% | Add +33.5% | 1,899 | $398K |
| Retirement Planning Co of New England, Inc. | 0.19% | Add +10.4% | 1,845 | $387K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.7% | 1,841 | $386K |
| Cadent Capital Advisors, LLC | 0.13% | No change | 1,819 | $381K |
| SpiderRock Advisors, LLC | 0.01% | No change | 1,800 | $378K |
| Coldstream Capital Management Inc. | 0.01% | Add +11.6% | 1,835 | $377K |
| Isthmus Partners, LLC | 0.04% | Add +15.0% | 1,778 | $373K |
| Choreo, LLC | 0.01% | Add +46.7% | 1,775 | $372K |
| Knollwood Investment Advisory, LLC | 0.04% | No change | 1,744 | $366K |
| Chicago Capital, LLC | 0.01% | No change | 1,728 | $362K |
| Legato Capital Management LLC | 0.04% | New | 1,713 | $359K |
| Shelton Capital Management | 0.01% | No change | 1,675 | $351K |
| Jane Street Group, LLC | 0.00% | Reduce -78.8% | 1,669 | $350K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 1,655 | $347K |
| Osaic Holdings, Inc. | 0.00% | Add +26.3% | 1,621 | $340K |
| SageView Advisory Group, LLC | 0.02% | New | 1,619 | $340K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.1% | 1,612 | $338K |
| Truvestments Capital LLC | 0.09% | Reduce -16.3% | 1,608 | $337K |
| First Trust Direct Indexing L.P. | 0.02% | Add +10.5% | 1,573 | $330K |
| Sompo Asset Management Co., Ltd. | 0.05% | New | 1,570 | $329K |
| Panagora Asset Management Inc. | 0.00% | Reduce -33.5% | 1,520 | $319K |
| Sterling Capital Management LLC | 0.00% | — | 1,515 | $318K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.9% | 1,491 | $313K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +2.3% | 1,446 | $303K |
| Evercore Wealth Management, LLC | 0.00% | No change | 1,432 | $300K |
| Perigon Wealth Management, LLC | 0.01% | New | 1,428 | $299K |
| SG Americas Securities, LLC | 0.00% | Reduce -35.9% | 1,410 | $296K |
| Alaska Permanent Fund Corp | 0.00% | No change | 1,372 | $288K |
| Net Worth Advisory Group | 0.08% | — | 1,348 | $283K |
| Intech Investment Management LLC | 0.00% | Reduce -72.0% | 1,305 | $274K |
| HSBC Holdings PLC | 0.00% | Reduce -95.5% | 1,295 | $272K |
| EntryPoint Capital, LLC | 0.15% | Add +191.7% | 1,292 | $271K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.3% | 1,237 | $265K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.3% | 1,249 | $262K |
| Walleye Trading LLC | 0.01% | New | 1,221 | $256K |
| CIBC Asset Management Inc | 0.00% | Add +3.8% | 1,218 | $255K |
| MML Investors Services, LLC | 0.00% | Add +2.1% | 1,209 | $254K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,198 | $251K |
| Rehmann Capital Advisory Group | 0.02% | New | 1,196 | $251K |
| Wendell David Associates Inc. | 0.02% | No change | 1,189 | $249K |
| KBC Group NV | 0.00% | Add +13.1% | 1,187 | $249K |
| Profund Advisors LLC | 0.01% | Reduce -2.5% | 1,185 | $249K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,176 | $247K |
| Oxford Asset Management LLP | 0.21% | New | 1,168 | $245K |
| &partners | 0.00% | New | 1,156 | $242K |
| Claret Asset Management Corp | 0.04% | Add +0.5% | 1,137 | $238K |
| CHICAGO TRUST Co NA | 0.04% | Reduce -27.8% | 1,130 | $237K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +168.2% | 1,121 | $235K |
| Wedmont Private Capital | 0.01% | Reduce -4.0% | 1,113 | $232K |
| Danske Bank A/S | 0.00% | New | 1,100 | $231K |
| Simplex Trading, LLC | 0.01% | New | 1,082 | $226K |
| B.O.S.S. Retirement Advisors, LLC | 0.04% | New | 1,065 | $223K |
| Inspire Advisors, LLC | 0.03% | New | 1,053 | $221K |
| Legacy Advisors, LLC | 0.02% | Reduce -12.4% | 1,048 | $220K |
| QRG Capital Management, Inc. | 0.00% | New | 1,046 | $219K |
| United Capital Financial Advisors, LLC | 0.00% | New | 1,044 | $219K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 1,011 | $212K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 994 | $208K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 824 | $173K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 750 | $157K |
| Hilltop National Bank | 0.03% | New | 511 | $107K |
| Fifth Third Bancorp | 0.00% | Add +31.1% | 506 | $106K |
| Carmichael Hill & Associates, Inc. | 0.04% | Add +11.1% | 500 | $105K |
| Clean Yield Group | 0.03% | No change | 500 | $105K |
| Paradigm Asset Management Co. LLC | 0.03% | No change | 480 | $101K |
| Principal Securities, Inc. | 0.00% | Add +132.2% | 469 | $98K |
| Trust Co. of Vermont | 0.00% | Reduce -20.9% | 419 | $88K |
| Bangor Savings Bank | 0.01% | No change | 380 | $80K |
| Blue Trust, Inc. | 0.00% | Add +83.3% | 418 | $74K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.8% | 348 | $73K |
| NewEdge Advisors, LLC | 0.00% | No change | 338 | $71K |
| Clearstead Trust, LLC | 0.02% | No change | 337 | $71K |
| Essex Investment Management Co. LLC | 0.01% | No change | 327 | $69K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 325 | $68K |
| Cwm, LLC | 0.00% | Reduce -28.5% | 324 | $68K |
| Leonteq Securities AG | 0.01% | Add +0.7% | 301 | $63K |
| GAMMA Investing LLC | 0.01% | Add +40.6% | 301 | $63K |
| Catalyst Funds Management Pty Ltd | 0.01% | No change | 300 | $63K |
| Mendota Financial Group, LLC | 0.03% | No change | 280 | $59K |
| Brooklyn Investment Group | 0.02% | New | 280 | $59K |
| Covestor Ltd | 0.04% | Add +47.3% | 277 | $58K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.4% | 265 | $56K |
| Smartleaf Asset Management LLC | 0.01% | Add +59.1% | 261 | $55K |
| Legacies Wealth LLC | 0.04% | No change | 214 | $45K |
| Elequin Capital, LP | 0.10% | Add +38.9% | 207 | $43K |
| Global Retirement Partners, LLC | 0.00% | Reduce -25.4% | 206 | $43K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 197 | $41K |
| Y.D. More Investments Ltd | 0.00% | Reduce -19.9% | 230 | $41K |
| First Horizon Advisors, Inc. | 0.00% | Add +16.7% | 196 | $41K |
| Spire Wealth Management | 0.00% | No change | 192 | $40K |
| 1620 Investment Advisors, Inc. | 0.03% | Reduce -58.3% | 188 | $39K |
| International Assets Investment Management, LLC | 0.00% | No change | 185 | $39K |
| Core Alternative Capital | 0.01% | No change | 171 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 170 | $36K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 169 | $35K |
| Lindbrook Capital, LLC | 0.00% | No change | 167 | $35K |
| Quadrant Capital Group LLC | 0.00% | Add +35.0% | 158 | $33K |
| CENTRAL TRUST Co | 0.00% | Reduce -73.1% | 152 | $32K |
| Venturi Wealth Management, LLC | 0.00% | Add +206.1% | 150 | $31K |
| Quent Capital, LLC | 0.00% | Reduce -4.8% | 139 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 135 | $28K |
| LGT Financial Advisors LLC | 0.06% | No change | 123 | $26K |
| Rise Advisors, LLC | 0.01% | No change | 121 | $25K |
| Jones Financial Companies LLLP | 0.00% | Add +11.2% | 119 | $25K |
| Avior Wealth Management, LLC | 0.00% | Reduce -4.1% | 118 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.8% | 108 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 105 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 101 | $21K |
| CI Investments Inc. | 0.00% | Add +37.0% | 100 | $21K |
| Whittier Trust Co. | 0.00% | No change | 97 | $20K |
| Parallel Advisors, LLC | 0.00% | Add +2.5% | 82 | $17K |
| Huntington National Bank | 0.00% | Reduce -38.8% | 82 | $17K |
| AdvisorNet Financial, Inc | 0.00% | Add +5.4% | 78 | $16K |
| Signaturefd, LLC | 0.00% | Reduce -85.5% | 77 | $16K |
| IFP Advisors, Inc | 0.00% | Add +7.8% | 69 | $14K |
| Castleview Partners, LLC | 0.01% | Add +51.1% | 68 | $14K |
| Smithfield Trust Co | 0.00% | No change | 67 | $14K |
| Private Trust Co. NA | 0.00% | Reduce -1.5% | 66 | $14K |
| J.Safra Asset Management Corp | 0.00% | New | 53 | $11K |
| Beacon Capital Management, LLC | 0.00% | No change | 49 | $10K |
| Allworth Financial LP | 0.00% | No change | 46 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 43 | $9K |
| UMB Bank, n.a. | 0.00% | Add +110.5% | 40 | $8K |
| Clearstead Advisors, LLC | 0.00% | Reduce -41.8% | 39 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -7.3% | 38 | $8K |
| Arax Advisory Partners | 0.00% | Add +37.0% | 37 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.6% | 34 | $7K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -60.2% | 33 | $7K |
| Versant Capital Management, Inc | 0.00% | New | 33 | $7K |
| Richardson Financial Services Inc. | 0.00% | No change | 37 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 30 | $6K |
| Colonial Trust Advisors | 0.00% | No change | 30 | $6K |
| Ashton Thomas Securities, LLC | 0.00% | New | 29 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 28 | $6K |
| Assetmark, Inc. | 0.00% | Add +8.0% | 27 | $6K |
| Asset Dedication, LLC | 0.00% | Reduce -77.5% | 25 | $5K |
| Concord Wealth Partners | 0.00% | No change | 24 | $5K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 24 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 22 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 22 | $5K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 24 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 20 | $4K |
| Fairscale Capital, LLC | 0.00% | No change | 19 | $4K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 19 | $4K |
| Citadel Advisors | 0.00% | Reduce -99.9% | 19 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 18 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 18 | $4K |
| West Paces Advisors Inc. | 0.00% | No change | 17 | $4K |
| Geneos Wealth Management Inc. | 0.00% | New | 16 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -87.4% | 15 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.8% | 15 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 14 | $3K |
| Hemington Wealth Management | 0.00% | New | 18 | $3K |
| Capital Analysts, LLC | 0.00% | New | 15 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 13 | $3K |
| Mather Group, Llc. | 0.00% | No change | 11 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 10 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 11 | $2K |
| MV Capital Management, Inc. | 0.00% | New | 9 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $1K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -40.0% | 6 | $1K |
| WASHINGTON TRUST Co | 0.00% | New | 6 | $1K |
| Kennebec Savings Bank | 0.00% | — | 5 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 5 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 5 | $1K |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 5 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 4 | $839 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $629 |
| Earned Wealth Advisors, LLC | 0.00% | New | 3 | $629 |
| Macroview Investment Management LLC | 0.00% | No change | 2 | $420 |
| Voisard Asset Management Group, Inc. | 0.00% | New | 2 | $420 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $419 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $210 |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.