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Wendy's (WEN) Institutional Ownership

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$19.62
-0.37 (-1.85%)
(As of 05/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Wendy's (NASDAQ:WEN)

Current
Institutional Ownership
Percentage
85.96%
Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$606.33M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$184.22M
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WEN Institutional Buying and Selling by Quarter

Wendy's Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Capstone Investment Advisors LLC255,069$4.81M0.0%+243.3%0.124%
5/1/2024Janney Montgomery Scott LLC15,170$286K0.0%+5.6%0.007%
5/1/2024BNP Paribas Financial Markets20,461$385K0.0%-56.2%0.010%
5/1/2024Mirae Asset Global Investments Co. Ltd.59,356$1.12M0.0%+159.2%0.029%
5/1/2024Prosperity Consulting Group LLC20,126$379K0.0%N/A0.010%
4/30/2024 Retirement Systems of Alabama613,218$11.55M0.0%+18.5%0.299%
4/30/2024 North Star Investment Management Corp.290,676$5.48M0.4%+4.3%0.142%
4/30/2024 HB Wealth Management LLC14,802$279K0.0%-4.3%0.007%
4/29/2024Commonwealth Equity Services LLC95,909$1.81M0.0%+13.3%0.047%
4/29/2024 Principal Financial Group Inc.632,121$11.91M0.0%+1.9%0.308%
4/26/2024 Yousif Capital Management LLC57,545$1.08M0.0%-2.7%0.028%
4/23/2024 Louisiana State Employees Retirement System48,100$906K0.0%+2.6%0.023%
4/23/2024 Amalgamated Bank103,012$1.94M0.0%-11.7%0.050%
4/23/2024 Gradient Investments LLC838,680$15.80M0.4%+9.7%0.408%
4/23/2024 Fifth Third Bancorp3,452$65K0.0%+46.8%0.002%
4/23/2024 Wesbanco Bank Inc.42,915$809K0.0%N/A0.021%
4/19/2024 Handelsinvest Investeringsforvaltning8,780$165K0.1%-34.2%0.004%
4/18/2024 State of Michigan Retirement System40,985$772K0.0%+2.2%0.020%
4/18/2024 Allspring Global Investments Holdings LLC5,344,118$100.68M0.2%+2.1%2.602%
4/18/2024 Hexagon Capital Partners LLC4,108$77K0.0%+44.5%0.002%
4/15/2024 Mcdonald Partners LLC44,653$841K0.2%-1.2%0.022%
4/11/2024 Fort Pitt Capital Group LLC199,981$3.77M0.1%+15.5%0.097%
4/10/2024 Park Avenue Securities LLC24,657$465K0.0%-4.8%0.012%
4/9/2024 Mather Group LLC.2,263$44K0.0%N/A0.001%
4/5/2024 Los Angeles Capital Management LLC13,107$247K0.0%-78.5%0.006%
4/5/2024 CWM LLC11,993$226K0.0%+15.6%0.006%
3/22/2024PNC Financial Services Group Inc.12,444$242K0.0%-9.3%0.006%
3/11/2024Vanguard Group Inc.19,823,955$386.17M0.0%-2.1%9.648%
3/4/2024Richardson Financial Services Inc.5,090$99K0.1%N/A0.002%
2/28/2024American International Group Inc.227,188$4.43M0.0%-5.5%0.109%
2/20/2024Quarry LP1,732$34K0.0%N/A0.001%
2/16/2024GSA Capital Partners LLP134,742$2.63M0.2%-19.2%0.065%
2/15/2024Boyar Asset Management Inc.28,614$557K0.4%-14.6%0.014%
2/15/2024Comerica Bank54,166$1.06M0.0%-7.4%0.026%
2/14/2024Dean Capital Management88,506$1.72M1.1%+21.6%0.042%
2/14/2024EHP Funds Inc.12,500$244K0.1%N/A0.006%
2/13/2024Joseph Group Capital Management66,329$1.29M0.8%+6.3%0.032%
2/13/2024Capital Research Global Investors1,056,138$20.57M0.0%N/A0.506%
2/13/2024KBC Group NV11,235$219K0.0%+175.8%0.005%
2/13/2024Campbell & CO Investment Adviser LLC42,212$822K0.1%+78.6%0.020%
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2/12/2024Alberta Investment Management Corp52,700$1.03M0.0%N/A0.025%
2/12/2024Bank of Nova Scotia20,561$401K0.0%-5.0%0.010%
2/12/2024Capstone Investment Advisors LLC74,297$1.45M0.0%+262.4%0.036%
2/12/2024Private Wealth Strategies L.L.C.17,867$348K0.1%+4.6%0.009%
2/12/2024Hsbc Holdings PLC130,493$2.53M0.0%N/A0.062%
2/9/2024Intech Investment Management LLC48,531$945K0.0%+73.5%0.023%
2/9/2024Johnson Financial Group Inc.4,410$86K0.0%N/A0.002%
2/9/2024Quest Partners LLC55,302$1.08M0.2%N/A0.026%
2/9/2024Corient Private Wealth LLC31,358$611K0.0%+7.5%0.015%
2/9/2024PNC Financial Services Group Inc.12,444$242K0.0%-9.3%0.006%
2/9/2024Norges Bank1,418,228$27.63M0.0%N/A0.679%
2/8/2024Longfellow Investment Management Co. LLC9,691$189K0.0%N/A0.005%
2/8/2024Quadrant Capital Group LLC2,116$41K0.0%+145.8%0.001%
2/8/2024King Wealth Management Group13,179$257K0.0%-16.4%0.006%
2/8/2024Massachusetts Financial Services Co. MA10,711,129$208.65M0.1%-1.7%5.129%
2/7/2024 Principal Financial Group Inc.620,411$12.09M0.0%-1.9%0.297%
2/7/2024Dimensional Fund Advisors LP4,141,024$80.67M0.0%+1.6%1.983%
2/7/2024Jump Financial LLC83,742$1.63M0.1%N/A0.040%
2/7/2024AGF Management Ltd.146,507$2.85M0.0%-2.1%0.070%
2/7/2024Teacher Retirement System of Texas50,403$982K0.0%+7.0%0.024%
2/7/2024Mesirow Institutional Investment Management Inc.419,928$8.18M0.8%-1.0%0.201%
2/7/2024Savoir Faire Capital Management L.P.217,810$4.24M1.8%+3.5%0.104%
2/6/2024Charles Schwab Investment Management Inc.4,706,052$91.67M0.0%+0.7%2.254%
2/6/2024 Private Advisor Group LLC14,343$279K0.0%N/A0.007%
2/6/2024 Amalgamated Bank116,651$2.27M0.0%-9.9%0.056%
2/6/2024 Los Angeles Capital Management LLC61,080$1.19M0.0%-15.8%0.029%
2/6/2024Swiss National Bank350,600$6.83M0.0%-11.0%0.168%
2/6/2024Great Valley Advisor Group Inc.17,000$331K0.0%-25.4%0.008%
2/5/2024Victory Capital Management Inc.584,761$11.39M0.0%-53.6%0.280%
2/5/2024 Hexagon Capital Partners LLC2,843$55K0.0%+328.8%0.001%
2/5/2024 Retirement Systems of Alabama517,693$10.09M0.0%+4.1%0.248%
2/5/2024Shufro Rose & Co. LLC83,444$1.70M0.2%-1.3%0.040%
2/5/2024Paradigm Financial Partners LLC24,355$474K0.1%+3.5%0.012%
2/5/2024Russell Investments Group Ltd.3,220$63K0.0%+22.2%0.002%
2/2/2024State of New Jersey Common Pension Fund D132,268$2.58M0.0%+7.3%0.063%
2/1/2024 Yousif Capital Management LLC59,156$1.15M0.0%-1.6%0.028%
2/1/2024 Linden Thomas Advisory Services LLC31,854$621K0.1%-1.8%0.015%
2/1/2024New York State Common Retirement Fund142,800$2.78M0.0%-7.5%0.068%
2/1/2024 California Public Employees Retirement System1,096,163$21.35M0.0%+2.0%0.525%
2/1/2024 CWM LLC10,372$202K0.0%+21.5%0.005%
1/31/2024Xponance Inc.37,350$728K0.0%-2.6%0.018%
1/31/2024Federated Hermes Inc.211,585$4.12M0.0%-3.3%0.101%
1/30/2024VELA Investment Management LLC132,535$2.58M1.0%+33.8%0.063%
1/30/2024 Cullen Investment Group LTD.44,842$874K0.2%N/A0.021%
1/30/2024 MBM Wealth Consultants LLC12,021$233K0.1%N/A0.006%
1/29/2024 Louisiana State Employees Retirement System46,900$914K0.0%N/A0.022%
1/26/2024Mutual of America Capital Management LLC103,315$2.01M0.0%-6.3%0.049%
1/25/2024 Allspring Global Investments Holdings LLC5,232,492$101.93M0.2%-0.7%2.506%
1/25/2024 International Assets Investment Management LLC48,057$936K0.0%+1,807.8%0.023%
1/25/2024Nisa Investment Advisors LLC22,530$439K0.0%+84.2%0.011%
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1/24/2024Mirae Asset Global Investments Co. Ltd.22,900$446K0.0%+25.8%0.011%
1/24/2024Smith Salley & Associates10,625$207K0.0%N/A0.005%
1/24/2024 Stratos Wealth Partners LTD.12,745$248K0.0%-6.7%0.006%
1/24/2024Highlander Capital Management LLC1,400$27K0.0%+250.0%0.001%
1/24/2024 Arkadios Wealth Advisors20,320$396K0.0%+4.7%0.010%
1/24/2024 International Assets Investment Management LLC48,057$936K0.0%+1,807.8%0.023%
1/24/2024Asset Management One Co. Ltd.27,392$535K0.0%-20.3%0.013%
1/24/2024Arizona State Retirement System49,729$969K0.0%-2.5%0.024%
1/24/2024 KG&L Capital Management LLC14,044$274K0.1%N/A0.007%
1/22/2024 Oak Thistle LLC29,806$581K0.2%N/A0.014%
(Data available from 1/1/2016 forward)

WEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEN shares?

During the previous two years, 306 institutional investors and hedge funds held shares of Wendy's. The most heavily invested institutionals were Trian Fund Management L.P. ($680.69M), Vanguard Group Inc. ($386.17M), BlackRock Inc. ($278.43M), Massachusetts Financial Services Co. MA ($208.65M), JPMorgan Chase & Co. ($119.25M), Allspring Global Investments Holdings LLC ($100.68M), and Charles Schwab Investment Management Inc. ($91.67M).Learn more on WEN's institutional investors.

What percentage of Wendy's stock is owned by institutional investors?

85.96% of Wendy's stock is owned by institutional investors. Learn more on WEN's institutional investor holdings.

Which institutional investors have been buying Wendy's stock?

Of the 251 institutional investors that purchased Wendy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trian Fund Management L.P. ($12.62M), Allspring Global Investments Holdings LLC ($3.94M), Charles Schwab Investment Management Inc. ($2.61M), Millennium Management LLC ($1.91M), Assenagon Asset Management S.A. ($1.83M), Norges Bank ($1.42M), and Vanguard Group Inc. ($1.16M).

How much institutional buying is happening at Wendy's?

Institutional investors have bought a total of 46,421,160 shares in the last 24 months. This purchase volume represents approximately $954.93M in transactions.

Which Wendy's major shareholders have been selling company stock?

Of the 155 institutional investors that sold Wendy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Deutsche Bank AG ($3.54M), Renaissance Technologies LLC ($2.02M), Assenagon Asset Management S.A. ($1.43M), Point72 Asset Management L.P. ($1.41M), Qube Research & Technologies Ltd ($1.14M), Los Angeles Capital Management LLC ($868.92K), and Massachusetts Financial Services Co. MA ($713.72K).

How much institutional selling is happening at Wendy's?

Institutional investors have sold a total of 18,635,572 shares in the last 24 months. This volume of shares sold represents approximately $385.45M in transactions.


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This page (NASDAQ:WEN) was last updated on 5/2/2024 by MarketBeat.com Staff

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