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Wendy's (WEN) Institutional Ownership

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$9.83 -0.09 (-0.91%)
Closing price 04:00 PM Eastern
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$9.86 +0.04 (+0.36%)
As of 07:59 PM Eastern
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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)
264
Total
Institutional Inflows
(last 12 months)
$586.52M
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$430.44M
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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
9/4/2025 Osaic Holdings Inc.98,816$1.13M0.0%+125.5%0.052%
8/26/2025 Thrivent Financial for Lutherans37,979$434K0.0%-33.7%0.020%
8/19/2025 Marex Group plc10,568$121K0.0%N/A0.006%
8/19/2025 Advisory Services Network LLC51,895$593K0.0%+6.8%0.027%
8/19/2025 State of Wyoming17,202$196K0.0%+58.4%0.009%
8/16/2025 FORA Capital LLC25,437$290K0.0%N/A0.013%
8/16/2025 Headlands Technologies LLC87,474$999K0.1%-20.2%0.046%
8/15/2025 JCP Investment Management LLC756,927$8.64M5.0%N/A0.397%
8/15/2025 CANADA LIFE ASSURANCE Co128,385$1.47M0.0%-9.2%0.067%
8/15/2025 Tower Research Capital LLC TRC 8,629$99K0.0%+53.1%0.005%
8/15/2025 Brown Financial Advisors29,908$342K0.1%+4.7%0.016%
8/15/2025 Corient Private Wealth LLC72,746$830K0.0%+71.1%0.038%
8/15/2025 Optimist Retirement Group LLC18,103$207K0.1%+22.9%0.009%
8/15/2025 Captrust Financial Advisors102,127$1.17M0.0%+4.8%0.054%
8/15/2025 Tidal Investments LLC87,810$1.00M0.0%+73.1%0.046%
8/15/2025 Oxford Asset Management LLP11,462$131K0.0%N/A0.006%
8/15/2025 Man Group plc203,316$2.32M0.0%-40.4%0.107%
8/15/2025 Lazard Asset Management LLC6,899$78K0.0%-32.5%0.004%
8/15/2025 HRT Financial LP391,514$4.47M0.0%-51.5%0.205%
8/15/2025 Holocene Advisors LP544,710$6.22M0.0%+141.3%0.286%
8/15/2025 Engineers Gate Manager LP237,535$2.71M0.0%-43.3%0.125%
8/15/2025 Cubist Systematic Strategies LLC931,409$10.64M0.0%+84.6%0.489%
8/15/2025 BNP Paribas Financial Markets153,850$1.76M0.0%+30.4%0.081%
8/15/2025 BTG Pactual Asset Management US LLC10,056$115K0.0%N/A0.005%
8/15/2025 Brevan Howard Capital Management LP464,232$5.30M0.0%+234.9%0.244%
8/15/2025 Ameriprise Financial Inc.190,208$2.17M0.0%-9.1%0.100%
8/15/2025 AQR Capital Management LLC13,843,438$158.09M0.1%+30.1%7.264%
8/14/2025 Paloma Partners Management Co17,500$200K0.0%N/A0.009%
8/14/2025 NCM Capital Management LLC35,695$408K0.2%-5.3%0.019%
8/14/2025 Raymond James Financial Inc.63,105$721K0.0%+23.6%0.033%
8/14/2025 Worldquant Millennium Advisors LLC16,585$189K0.0%N/A0.009%
8/14/2025 Occudo Quantitative Strategies LP60,839$695K0.1%N/A0.032%
8/14/2025 Quantinno Capital Management LP160,723$1.84M0.0%-79.4%0.084%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.932,711$10.65M0.0%+5.6%0.489%
8/14/2025 Ieq Capital LLC629,793$7.19M0.0%+10.5%0.330%
8/14/2025 Treasurer of the State of North Carolina76,403$873K0.0%-3.2%0.040%
8/14/2025 The Manufacturers Life Insurance Company 124,243$1.42M0.0%-11.0%0.065%
8/14/2025 Sei Investments Co.195,390$2.23M0.0%+11.5%0.103%
8/14/2025 Qube Research & Technologies Ltd1,061,864$12.13M0.0%-35.2%0.557%
8/14/2025 WINTON GROUP Ltd14,063$161K0.0%-22.5%0.007%
8/14/2025 Bank of Nova Scotia39,650$453K0.0%+104.0%0.021%
8/14/2025 California Public Employees Retirement System602,943$6.89M0.0%-34.2%0.316%
8/14/2025 Cerity Partners LLC483,135$5.52M0.0%+191.9%0.254%
8/14/2025 Federated Hermes Inc.600,686$6.86M0.0%-3.8%0.315%
8/13/2025 Gabelli Funds LLC90,250$1.03M0.0%-4.0%0.047%
8/13/2025 Jump Financial LLC167,621$1.91M0.0%+807.9%0.088%
8/13/2025 Baird Financial Group Inc.294,979$3.37M0.0%N/A0.154%
8/13/2025 First Trust Advisors LP376,443$4.30M0.0%-43.1%0.196%
8/13/2025 Guggenheim Capital LLC228,106$2.61M0.0%+26.2%0.119%
8/13/2025 EverSource Wealth Advisors LLC12,875$147K0.0%+407.3%0.007%
8/13/2025 Invesco Ltd.613,931$7.01M0.0%-68.6%0.320%
8/13/2025 Blueshift Asset Management LLC212,603$2.43M0.7%N/A0.111%
8/13/2025 Arrowstreet Capital Limited Partnership5,041,012$57.57M0.0%+61.3%2.625%
8/13/2025 Quantbot Technologies LP216,179$2.47M0.1%N/A0.113%
8/13/2025 M&T Bank Corp16,987$194K0.0%+8.4%0.009%
8/13/2025 Shelton Capital Management30,403$347K0.0%+5.4%0.016%
8/13/2025 Norges Bank1,657,531$18.93M0.0%N/A0.863%
8/13/2025 Hsbc Holdings PLC27,776$318K0.0%+136.9%0.014%
8/13/2025 Northwestern Mutual Wealth Management Co.20,498$234K0.0%-62.2%0.011%
8/13/2025 State Board of Administration of Florida Retirement System228,518$2.61M0.0%+0.8%0.119%
8/13/2025 Elevation Point Wealth Partners LLC2,167$25K0.0%N/A0.001%
8/12/2025 Advisors Asset Management Inc.437,971$5.00M0.1%+45.9%0.228%
8/12/2025 XTX Topco Ltd348,626$3.98M0.2%+370.7%0.182%
8/12/2025 Steward Partners Investment Advisory LLC4,017$46K0.0%+35.0%0.002%
8/12/2025 Horizon Kinetics Asset Management LLC699,342$7.99M0.1%-8.2%0.364%
8/12/2025 Ameritas Investment Partners Inc.31,318$358K0.0%-8.7%0.016%
8/12/2025 Prudential Financial Inc.15,687$179K0.0%+35.0%0.008%
8/12/2025 American Century Companies Inc.236,588$2.70M0.0%+369.6%0.123%
8/12/2025 Rhumbline Advisers699,025$7.98M0.0%-0.2%0.364%
8/12/2025 AXQ Capital LP54,788$626K0.2%+173.7%0.029%
8/12/2025 Franklin Resources Inc.113,967$1.30M0.0%+36.0%0.059%
8/12/2025 Legal & General Group Plc320,512$3.66M0.0%+4.8%0.167%
8/12/2025 JPMorgan Chase & Co.2,048,988$23.40M0.0%-54.2%1.067%
8/12/2025 Swiss National Bank325,700$3.72M0.0%-3.0%0.170%
8/12/2025 Handelsbanken Fonder AB27,457$314K0.0%-9.3%0.014%
8/12/2025 Miller Financial Services LLC15,457$177K0.2%+10.0%0.008%
8/11/2025 Frank Rimerman Advisors LLC16,056$183K0.0%N/A0.008%
8/11/2025 LSV Asset Management9,800$112K0.0%N/A0.005%
8/8/2025 Intech Investment Management LLC348,245$3.98M0.0%+81.2%0.181%
8/8/2025 Cetera Investment Advisers52,155$596K0.0%-7.8%0.027%
8/8/2025 Creative Planning304,496$3.48M0.0%+40.5%0.159%
8/8/2025 Police & Firemen s Retirement System of New Jersey63,577$726K0.0%+1.8%0.033%
8/8/2025 Geode Capital Management LLC3,195,270$36.50M0.0%-4.1%1.664%
8/8/2025 PNC Financial Services Group Inc.7,650$87K0.0%-14.6%0.004%
8/8/2025 Quinn Opportunity Partners LLC252,040$2.88M0.2%+366.7%0.131%
8/8/2025 KBC Group NV3,348$38K0.0%-61.3%0.002%
8/7/2025 Vise Technologies Inc.18,751$214K0.0%N/A0.010%
8/7/2025 Allworth Financial LP6,448$74K0.0%+366.9%0.003%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.1,134,230$12.95M0.0%+6,474.9%0.591%
8/6/2025 AGF Management Ltd.271,314$3.10M0.0%+58.8%0.141%
8/6/2025 Fox Run Management L.L.C.58,054$663K0.1%-18.8%0.030%
8/6/2025 Savant Capital LLC161,819$1.85M0.0%+54.3%0.084%
8/5/2025 Huntington National Bank10,043$115K0.0%-24.6%0.005%
8/5/2025 Bank of New York Mellon Corp2,436,054$27.82M0.0%-5.5%1.269%
8/5/2025 State of Michigan Retirement System38,785$443K0.0%-5.4%0.020%
8/4/2025 AdvisorShares Investments LLC40,100$458K0.1%N/A0.021%
8/4/2025 Amalgamated Bank75,723$865K0.0%-6.4%0.039%
8/4/2025 Retirement Systems of Alabama954,998$10.91M0.0%+34.1%0.497%
8/4/2025 Hantz Financial Services Inc.19,697$225K0.0%+5.6%0.010%
8/1/2025 SYM FINANCIAL Corp14,869$170K0.0%N/A0.008%
(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, 409 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 ($158.09M), Charles Schwab Investment Management Inc. ($99.01M), State Street Corp ($90.89M), Dimensional Fund Advisors LP ($65.75M), and Squarepoint Ops LLC ($59.21M).Learn more on Wendy'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 340 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), AQR Capital Management LLC ($7.23M), Point72 Asset Management L.P. ($6.44M), Norges Bank ($3.34M), Vanguard Group Inc. ($2.97M), Cubist Systematic Strategies LLC ($2.18M), and Arrowstreet Capital Limited Partnership ($1.92M).

How much institutional buying is happening at Wendy's?

Institutional investors have bought a total of 40,420,131 shares in the last 24 months. This purchase volume represents approximately $586.52M in transactions.

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

Of the 162 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: Allspring Global Investments Holdings LLC ($4.44M), Point72 Asset Management L.P. ($3.48M), JPMorgan Chase & Co. ($2.42M), Victory Capital Management Inc. ($1.39M), Invesco Ltd. ($1.34M), Two Sigma Investments LP ($1.22M), and Two Sigma Advisers LP ($1.17M).

How much institutional selling is happening at Wendy's?

Institutional investors have sold a total of 28,632,338 shares in the last 24 months. This volume of shares sold represents approximately $430.44M in transactions.


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This page (NASDAQ:WEN) was last updated on 9/10/2025 by MarketBeat.com Staff
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