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Wendy's (WEN) Institutional Ownership

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$12.42 -0.17 (-1.35%)
As of 02:47 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)
237
Total
Institutional Inflows
(last 12 months)
$577.52M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$448.29M
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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
4/30/2025Nisa Investment Advisors LLC2,914$43K0.0%-77.3%0.001%
4/30/2025DekaBank Deutsche Girozentrale7,223$105K0.0%+22.0%0.004%
4/30/2025OMNI 360 Wealth Inc.14,448$211K0.1%N/A0.007%
4/30/2025M&T Bank Corp15,677$229K0.0%+49.1%0.008%
4/29/2025Hexagon Capital Partners LLC2,910$43K0.0%-44.9%0.001%
4/29/2025Concurrent Investment Advisors LLC27,240$399K0.0%N/A0.014%
4/29/2025Bank 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%
4/25/2025 KBC Group NV8,657$127K0.0%+41.9%0.004%
4/24/2025 Allspring Global Investments Holdings LLC624,631$9.20M0.0%-30.5%0.318%
4/24/2025 Mirae Asset Global Investments Co. Ltd.139,538$2.04M0.0%+12.9%0.071%
4/23/2025 Boyar Asset Management Inc.27,872$408K0.3%-5.5%0.014%
4/23/2025 Global Assets Advisory LLC12,000$161K0.0%N/A0.006%
4/23/2025 Asset Management One Co. Ltd.21,633$316K0.0%-18.2%0.011%
4/22/2025 Cambridge Investment Research Advisors Inc.29,525$432K0.0%-16.7%0.015%
4/22/2025 Advisor Resource Council19,122$280K0.0%N/A0.010%
4/17/2025 Western Pacific Wealth Management LP13,055$191K0.2%+38.4%0.007%
4/17/2025 Janney Montgomery Scott LLC39,844$583K0.0%+295.4%0.020%
4/17/2025 North Star Investment Management Corp.20,459$299K0.0%-37.3%0.010%
4/17/2025 Exchange Traded Concepts LLC52,226$764K0.0%+18.5%0.027%
4/17/2025 Sound Income Strategies LLC596,438$8.73M0.5%+84,261.8%0.304%
4/16/2025 Wealth Enhancement Advisory Services LLC441,383$6.46M0.0%+58.2%0.225%
4/16/2025 Everhart Financial Group Inc.10,101$148K0.0%N/A0.005%
4/15/2025 Simon Quick Advisors LLC21,662$317K0.0%N/A0.011%
4/15/2025 Assenagon Asset Management S.A.724,314$10.60M0.0%-11.6%0.369%
4/15/2025 SG Americas Securities LLC59,685$873K0.0%+263.9%0.030%
4/15/2025 GAMMA Investing LLC4,266$62K0.0%+91.0%0.002%
4/14/2025 Yousif Capital Management LLC41,457$607K0.0%-2.9%0.021%
4/14/2025 Pallas Capital Advisors LLC73,261$1.07M0.0%+36.9%0.037%
4/14/2025 Farther Finance Advisors LLC2,133$31K0.0%+1,111.9%0.001%
4/14/2025 Park Avenue Securities LLC21,576$316K0.0%+6.6%0.011%
4/14/2025 Miracle Mile Advisors LLC18,409$269K0.0%-15.9%0.009%
4/14/2025 UMB Bank n.a.8,475$124K0.0%+33.9%0.004%
4/14/2025 Sivia Capital Partners LLC22,251$326K0.2%N/A0.011%
4/10/2025 Sendero Wealth Management LLC12,007$176K0.0%N/A0.006%
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4/10/2025 Viking Fund Management LLC8,000$117K0.0%+60.0%0.004%
4/9/2025 Merit Financial Group LLC76,235$1.12M0.0%+168.1%0.038%
4/9/2025 Gradient Investments LLC787,890$11.53M0.2%+2.0%0.393%
4/8/2025 Rhumbline Advisers700,472$10.25M0.0%+20.1%0.349%
4/7/2025 GAMMA Investing LLC62,412$913K0.0%+2,695.0%0.031%
4/3/2025 Versant Capital Management Inc23,809$348K0.1%+1,294.0%0.012%
4/1/2025 Cullen Investment Group LTD.38,058$557K0.1%-11.2%0.019%
3/18/2025California State Teachers Retirement System161,645$2.64M0.0%-2.0%0.081%
3/17/2025 Wealth Enhancement Advisory Services LLC279,041$4.55M0.0%+85.5%0.139%
3/17/2025 NorthCrest Asset Manangement LLC11,272$184K0.0%N/A0.006%
3/10/2025Mattson Financial Services LLC50,623$887K0.3%-22.4%0.025%
3/5/2025Probity Advisors Inc.14,253$232K0.0%+21.9%0.007%
2/25/2025Shufro Rose & Co. LLC52,834$861K0.1%-26.6%0.026%
2/19/2025Public Employees Retirement System of Ohio62,621$1.02M0.0%-4.9%0.031%
2/18/2025Neo Ivy Capital Management228,432$3.72M0.7%N/A0.112%
2/18/2025Vise Technologies Inc.10,469$171K0.0%N/A0.005%
2/18/2025Focus Partners Advisor Solutions LLC10,194$166K0.0%-56.9%0.005%
2/18/2025 Continuum Advisory LLC3,242$53K0.0%-32.4%0.002%
2/18/2025PharVision Advisers LLC32,507$530K0.4%N/A0.016%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC628,013$10.24M0.0%+13.0%0.308%
2/17/2025Voloridge Investment Management LLC10,633$173K0.0%N/A0.005%
2/17/2025iSAM Funds UK Ltd13,548$221K0.2%N/A0.007%
2/17/2025Trian Fund Management L.P.30,525,029$497.56M12.8%+0.0%14.974%
2/17/2025Two Sigma Advisers LP424,605$6.92M0.0%-59.4%0.208%
2/17/2025Two Sigma Investments LP923,115$15.05M0.0%-57.0%0.453%
2/17/2025Tidal Investments LLC15,403$251K0.0%+52.0%0.008%
2/17/2025Teza Capital Management LLC52,750$860K0.1%N/A0.026%
2/17/2025True Wealth Design LLC1,682$27K0.0%-71.0%0.001%
2/17/2025State of Wyoming12,197$199K0.0%-23.6%0.006%
2/17/2025Royal Bank of Canada2,399,675$39.11M0.0%-7.8%1.177%
2/17/2025Point72 Asset Management L.P.2,959,439$48.24M0.1%-54.1%1.452%
2/17/2025Point72 Hong Kong Ltd31,180$508K0.0%+4,354.3%0.015%
2/17/2025Quantinno Capital Management LP297,187$4.84M0.0%+170.8%0.146%
2/17/2025Man Group plc284,880$4.64M0.0%N/A0.140%
2/17/2025Nomura Holdings Inc.22,720$370K0.0%N/A0.011%
2/17/2025Nuveen Asset Management LLC801,536$13.07M0.0%+46.5%0.393%
2/17/2025Occudo Quantitative Strategies LP13,185$215K0.0%N/A0.006%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.676,493$11.03M0.0%+5.3%0.332%
2/17/2025Lazard Asset Management LLC8,198$133K0.0%-42.2%0.004%
2/17/2025Janus Henderson Group PLC3,133,832$51.08M0.0%+3.0%1.537%
2/17/2025Gotham Asset Management LLC347,408$5.66M0.1%+282.6%0.170%
2/17/2025Graham Capital Management L.P.87,199$1.42M0.0%-29.3%0.043%
2/17/2025Focus Partners Wealth58,818$966K0.0%+60.2%0.029%
2/17/2025FORA Capital LLC13,002$212K0.0%-51.0%0.006%
2/17/2025Deutsche Bank AG39,072$637K0.0%+9.9%0.019%
2/17/2025Dean Capital Management61,257$998K0.4%-56.8%0.030%
2/17/2025Colonial Trust Co SC1,898$31K0.0%N/A0.001%
2/17/2025Crestline Management LP18,631$304K0.0%-53.6%0.009%
2/17/2025Cubist Systematic Strategies LLC1,568,348$25.56M0.2%+3,249.7%0.769%
2/17/2025Cetera Investment Advisers41,507$677K0.0%+6.6%0.020%
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2/17/2025Centiva Capital LP236,318$3.85M0.1%+444.3%0.116%
2/17/2025Brevan Howard Capital Management LP27,967$456K0.0%+115.4%0.014%
2/17/2025Captrust Financial Advisors135,300$2.21M0.0%-3.0%0.066%
2/17/2025BW Gestao de Investimentos Ltda.69,000$1.13M0.0%N/A0.034%
2/17/2025Ameriprise Financial Inc.217,638$3.55M0.0%+2.9%0.107%
2/14/2025Mercer Global Advisors Inc. ADV52,429$855K0.0%+4.7%0.026%
2/14/2025Freestone Grove Partners LP38,164$622K0.0%N/A0.019%
2/14/2025Comerica Bank36,502$595K0.0%-5.7%0.018%
2/14/2025Schonfeld Strategic Advisors LLC94,322$1.54M0.0%+127.7%0.046%
2/14/2025AQR Capital Management LLC10,421,114$169.86M0.2%-6.3%5.112%
(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, 383 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. ($343.90M), AQR Capital Management LLC ($169.86M), JPMorgan Chase & Co. ($119.25M), Charles Schwab Investment Management Inc. ($102.74M), 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 321 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 ($3.80M), Charles Schwab Investment Management Inc. ($3.07M), Vanguard Group Inc. ($2.44M), Squarepoint Ops LLC ($1.86M), and Assenagon Asset Management S.A. ($1.83M).

How much institutional buying is happening at Wendy's?

Institutional investors have bought a total of 63,642,011 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 187 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 ($5.11M), Allspring Global Investments Holdings LLC ($4.76M), Point72 Asset Management L.P. ($3.48M), Deutsche Bank AG ($1.74M), Renaissance Technologies LLC ($1.56M), Price T Rowe Associates Inc. MD ($1.47M), and Vanguard Group Inc. ($1.35M).

How much institutional selling is happening at Wendy's?

Institutional investors have sold a total of 35,568,767 shares in the last 24 months. This volume of shares sold represents approximately $631.86M in transactions.


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This page (NASDAQ:WEN) was last updated on 4/30/2025 by MarketBeat.com Staff
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