Wendy's (WEN) Institutional Ownership $11.54 +0.09 (+0.74%) As of 02:12 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Wendy's (NASDAQ:WEN)CurrentInstitutional OwnershipPercentage85.96%Number ofInstitutional Buyers(last 12 months)251TotalInstitutional Inflows(last 12 months)$625.54MNumber ofInstitutional Sellers(last 12 months)154TotalInstitutional Outflows(last 12 months)$466.18M Get WEN Insider Trade Alerts Want to know when executives and insiders are buying or selling Wendy's stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data WEN Institutional Buying and Selling by Quarter Wendy's Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/29/2025 Rhumbline Advisers700,472$10.25M0.0%+20.1%0.365% 5/22/2025 Mattson Financial Services LLC59,937$877K0.3%+18.4%0.031% 5/20/2025 Intech Investment Management LLC192,177$2.81M0.0%+398.2%0.100% 5/20/2025 Focus Partners Wealth53,538$783K0.0%-9.0%0.028% 5/19/2025 Bayforest Capital Ltd8,036$118K0.1%-51.5%0.004% 5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC639,085$9.35M0.0%+1.8%0.333% 5/16/2025 Ascent Group LLC25,499$373K0.0%-15.0%0.013% 5/16/2025 United Services Automobile Association11,021$161K0.0%N/A0.006% 5/16/2025 Goldman Sachs Group Inc.1,075,400$15.73M0.0%-16.3%0.560% 5/16/2025 Petrus Trust Company LTA25,468$373K0.0%N/A0.013% Get the Latest News and Ratings for WEN and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Wendy's and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 NewEdge Advisors LLC11,547$169K0.0%-13.5%0.006% 5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.883,559$12.93M0.0%+30.6%0.460% 5/16/2025 AQR Capital Management LLC10,638,169$155.00M0.2%+2.1%5.540% 5/16/2025 Advisors Asset Management Inc.300,272$4.39M0.1%+10.6%0.156% 5/16/2025 Amundi2,420$34K0.0%-98.7%0.001% 5/15/2025 Focus Partners Advisor Solutions LLC55,554$813K0.0%+445.0%0.029% 5/15/2025 Cubist Systematic Strategies LLC504,642$7.38M0.0%-67.8%0.263% 5/15/2025 Royal Bank of Canada2,386,586$34.92M0.0%-0.5%1.243% 5/15/2025 Graham Capital Management L.P.361,891$5.29M0.1%+315.0%0.188% 5/15/2025 Quarry LP8,405$123K0.0%-23.4%0.004% 5/15/2025 State of Wyoming10,862$159K0.0%-10.9%0.006% 5/15/2025 Trexquant Investment LP1,055,137$15.44M0.2%+3.1%0.549% 5/14/2025 Ieq Capital LLC569,891$8.34M0.1%+112.2%0.297% 5/14/2025 Gabelli Funds LLC94,000$1.38M0.0%-14.5%0.049% 5/14/2025 Corebridge Financial Inc.190,065$2.78M0.0%-2.4%0.099% 5/14/2025 MetLife Investment Management LLC98,794$1.45M0.0%-1.5%0.051% 5/14/2025 Jump Financial LLC18,463$270K0.0%+39.1%0.010% 5/14/2025 Northwestern Mutual Wealth Management Co.54,189$793K0.0%+345.4%0.028% 5/14/2025 AlphaQuest LLC106,305$1.56M0.2%-11.8%0.055% 5/14/2025 Kaufman Rossin Wealth LLC23,323$341K0.2%N/A0.012% 5/14/2025 Hsbc Holdings PLC11,723$171K0.0%N/A0.006% 5/13/2025 Northern Trust Corp2,987,332$43.71M0.0%+89.6%1.556% 5/13/2025 Cresset Asset Management LLC15,380$225K0.0%N/A0.008% 5/13/2025 American Century Companies Inc.50,383$737K0.0%+42.2%0.026% 5/13/2025 Fox Run Management L.L.C.71,452$1.05M0.2%-39.4%0.037% 5/13/2025 Trivium Point Advisory LLC13,618$199K0.0%+7.9%0.007% 5/13/2025 Kovitz Investment Group Partners LLC362,601$5.31M0.0%+37.5%0.189% 5/13/2025 Caitong International Asset Management Co. Ltd3,422$50K0.0%+7,180.9%0.002% 5/13/2025 Russell Investments Group Ltd.7,821$114K0.0%+161.8%0.004% 5/13/2025 HighTower Advisors LLC63,782$933K0.0%-7.9%0.033% Elon’s BIGGEST warning yet? (Ad)Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again.5/12/2025 Nuveen LLC1,033,264$15.12M0.0%N/A0.538% 5/12/2025 Cobblestone Capital Advisors LLC NY21,227$311K0.0%N/A0.011% 5/12/2025 Aigen Investment Management LP121,334$1.78M0.3%N/A0.063% 5/12/2025 Virtu Financial LLC25,305$370K0.0%-10.9%0.013% 5/12/2025 Invesco Ltd.1,953,963$28.59M0.0%+3.8%1.018% 5/12/2025 Covestor Ltd5,069$74K0.0%+25.8%0.003% 5/12/2025 Connor Clark & Lunn Investment Management Ltd.17,251$252K0.0%N/A0.009% 5/12/2025 Swiss National Bank335,700$4.91M0.0%-1.4%0.175% 5/9/2025 Mutual of America Capital Management LLC88,124$1.29M0.0%-2.6%0.046% 5/9/2025 Deutsche Bank AG28,480$417K0.0%-27.1%0.015% 5/9/2025 Headlands Technologies LLC109,557$1.60M0.2%+2,485.1%0.057% 5/9/2025 Chicago Partners Investment Group LLC12,844$188K0.0%-28.5%0.007% 5/9/2025 Charles Schwab Investment Management Inc.6,767,723$99.01M0.0%+7.4%3.524% 5/9/2025 Vanguard Group Inc.21,634,226$316.51M0.0%+2.5%11.266% 5/9/2025 Probity Advisors Inc.18,502$271K0.1%+29.8%0.010% 5/9/2025 Earned Wealth Advisors LLC10,660$156K0.0%-10.2%0.006% 5/9/2025 Bank of Nova Scotia19,432$284K0.0%-91.8%0.010% 5/9/2025 R Squared Ltd28,890$423K0.5%+72.1%0.015% 5/9/2025 PNC Financial Services Group Inc.8,961$131K0.0%-54.1%0.005% 5/8/2025 US Bancorp DE14,500$212K0.0%-20.8%0.008% 5/8/2025 Shufro Rose & Co. LLC41,684$610K0.0%-21.1%0.022% 5/8/2025 Natixis Advisors LLC17,937$262K0.0%+14.7%0.009% 5/8/2025 Bayforest Capital Ltd8,036$118K0.1%-51.5%0.004% 5/8/2025 XTX Topco Ltd74,062$1.08M0.1%N/A0.039% 5/8/2025 Federated Hermes Inc.624,689$9.14M0.0%+32.3%0.325% 5/7/2025 LPL Financial LLC149,925$2.19M0.0%+28.9%0.076% 5/7/2025 HB Wealth Management LLC16,922$248K0.0%+63.3%0.009% 5/6/2025 Neo Ivy Capital Management133,476$1.95M0.6%-41.6%0.068% 5/6/2025 Towerview LLC14,500$212K0.2%+20.8%0.007% 5/6/2025 Cetera Investment Advisers56,567$828K0.0%+36.3%0.029% 5/6/2025 Oak Thistle LLC68,073$996K0.2%+114.9%0.035% 5/6/2025 KLP Kapitalforvaltning AS91,200$1.33M0.0%-4.7%0.046% 5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH25,049$366K0.0%N/A0.013% 5/5/2025 Allianz Asset Management GmbH37,720$552K0.0%N/A0.019% 5/5/2025 Optimist Retirement Group LLC14,734$216K0.1%N/A0.008% 5/2/2025 Kingsview Wealth Management LLC24,700$361K0.0%N/A0.013% 5/2/2025 Victory Capital Management Inc.275,398$4.03M0.0%-82.7%0.140% 5/2/2025 Massachusetts Financial Services Co. MA1,044,415$15.28M0.0%-0.8%0.532% 5/2/2025 Signaturefd LLC4,262$62K0.0%+27.4%0.002% 5/2/2025 Edgestream Partners L.P.47,866$700K0.0%-46.2%0.024% 5/1/2025 CWM LLC200,375$2.93M0.0%+22.6%0.102% 5/1/2025 Stephens Inc. AR15,339$224K0.0%N/A0.008% 5/1/2025 New York State Common Retirement Fund88,431$1.29M0.0%-13.2%0.045% 5/1/2025 Mutual of America Capital Management LLC88,124$1.29M0.0%-2.6%0.045% 5/1/2025 Ballentine Partners LLC26,519$388K0.0%N/A0.014% 4/30/2025 Cerity Partners LLC165,488$2.42M0.0%-15.3%0.084% 4/30/2025 Alps Advisors Inc.372,027$5.44M0.0%+7.8%0.190% 4/30/2025 Nisa Investment Advisors LLC2,914$43K0.0%-77.3%0.001% 4/30/2025 DekaBank Deutsche Girozentrale7,223$105K0.0%+22.0%0.004% 4/30/2025 OMNI 360 Wealth Inc.14,448$211K0.1%N/A0.007% Elon’s BIGGEST warning yet? (Ad)Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again.4/30/2025 M&T Bank Corp15,677$229K0.0%+49.1%0.008% 4/29/2025 Hexagon Capital Partners LLC2,910$43K0.0%-44.9%0.001% 4/29/2025 Concurrent Investment Advisors LLC27,240$399K0.0%N/A0.014% 4/29/2025 Bank of New York Mellon Corp2,577,359$37.71M0.0%+5.9%1.313% 4/28/2025 Principal Financial Group Inc.396,041$5.79M0.0%+0.2%0.202% 4/28/2025 Teacher Retirement System of Texas29,823$436K0.0%+7.1%0.015% 4/28/2025 FSM Wealth Advisors LLC16,207$237K0.1%+5.5%0.008% 4/28/2025 Summit Trail Advisors LLC39,444$577K0.0%+110.5%0.020% 4/25/2025 New York State Teachers Retirement System185,991$2.72M0.0%-14.5%0.095% 4/25/2025 Amalgamated Bank80,941$1.18M0.0%-2.2%0.041% (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, 394 institutional investors and hedge funds held shares of Wendy's. The most heavily invested institutionals were Trian Fund Management L.P. ($497.56M), Vanguard Group Inc. ($316.51M), AQR Capital Management LLC ($155.00M), JPMorgan Chase & Co. ($119.25M), Charles Schwab Investment Management Inc. ($99.01M), State Street Corp ($90.89M), and Dimensional Fund Advisors LP ($65.75M).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 327 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. ($12.63M), Point72 Asset Management L.P. ($6.44M), AQR Capital Management LLC ($4.02M), Vanguard Group Inc. ($2.97M), Squarepoint Ops LLC ($1.86M), Assenagon Asset Management S.A. ($1.83M), and Cubist Systematic Strategies LLC ($1.76M). How much institutional buying is happening at Wendy's? Institutional investors have bought a total of 65,456,245 shares in the last 24 months. This purchase volume represents approximately $1.18B in transactions. Which Wendy's major shareholders have been selling company stock? Of the 199 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: Massachusetts Financial Services Co. MA ($5.12M), Allspring Global Investments Holdings LLC ($4.76M), Point72 Asset Management L.P. ($3.48M), Victory Capital Management Inc. ($2.06M), Deutsche Bank AG ($1.75M), Renaissance Technologies LLC ($1.56M), and Price T Rowe Associates Inc. MD ($1.47M). How much institutional selling is happening at Wendy's? Institutional investors have sold a total of 38,627,409 shares in the last 24 months. This volume of shares sold represents approximately $674.26M in transactions. 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