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Wendy's (WEN) Institutional Ownership

Wendy's logo
$9.22 -0.11 (-1.18%)
Closing price 10/22/2025 04:00 PM Eastern
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$9.22 +0.00 (+0.05%)
As of 08:17 AM 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)
271
Total
Institutional Inflows
(last 12 months)
$583.37M
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$431.97M
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Skip Chart & View Institutional Buying and Selling Data

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
10/22/2025MassMutual Private Wealth & Trust FSB3,257$30K0.0%+205.0%0.002%
10/22/2025Louisiana State Employees Retirement System72,700$666K0.0%+60.1%0.038%
10/22/2025North Star Investment Management Corp.15,962$146K0.0%-22.0%0.008%
10/22/2025Earned Wealth Advisors LLC11,814$108K0.0%+10.8%0.006%
10/21/2025 SJS Investment Consulting Inc.5,264$48K0.0%N/A0.003%
10/20/2025 Miracle Mile Advisors LLC14,018$128K0.0%-14.6%0.007%
10/20/2025 Security National Bank7,962$73K0.0%+101.5%0.004%
10/20/2025 Ascent Group LLC12,790$117K0.0%-52.3%0.007%
10/14/2025 Yousif Capital Management LLC32,805$300K0.0%-13.4%0.017%
10/14/2025 Farther Finance Advisors LLC5,400$49K0.0%+527.2%0.003%
10/14/2025 Exchange Traded Concepts LLC78,152$716K0.0%+46.8%0.041%
10/10/2025 Sound Income Strategies LLC787,118$6.95M0.4%-3.4%0.413%
10/10/2025 Viking Fund Management LLC12,000$110K0.0%+50.0%0.006%
10/9/2025 Voya Investment Management LLC329,663$3.02M0.0%-56.7%0.173%
10/8/2025 Sheets Smith Investment Management33,725$309K0.2%N/A0.018%
10/7/2025 Cullen Investment Group LTD.34,199$327K0.0%-3.7%0.018%
10/7/2025 Oak Thistle LLC179,083$1.64M0.2%N/A0.094%
10/3/2025 Aaron Wealth Advisors LLC38,937$357K0.0%N/A0.020%
10/2/2025 Investors Research Corp3,000$27K0.0%N/A0.002%
9/26/2025Corient Private Wealth LLC35,969$411K0.0%-15.4%0.019%
9/24/2025Texas Permanent School Fund Corp387,111$4.42M0.0%+27.0%0.203%
9/4/2025Osaic Holdings Inc.98,816$1.13M0.0%+125.5%0.052%
8/26/2025Thrivent Financial for Lutherans37,979$434K0.0%-33.7%0.020%
8/19/2025Marex Group plc10,568$121K0.0%N/A0.006%
8/19/2025Advisory Services Network LLC51,895$593K0.0%+6.8%0.027%
8/19/2025State of Wyoming17,202$196K0.0%+58.4%0.009%
8/16/2025FORA Capital LLC25,437$290K0.0%N/A0.013%
8/16/2025Headlands Technologies LLC87,474$999K0.1%-20.2%0.046%
8/15/2025JCP Investment Management LLC756,927$8.64M5.0%N/A0.397%
8/15/2025CANADA LIFE ASSURANCE Co128,385$1.47M0.0%-9.2%0.067%
8/15/2025Tower Research Capital LLC TRC 8,629$99K0.0%+53.1%0.005%
8/15/2025Brown Financial Advisors29,908$342K0.1%+4.7%0.016%
8/15/2025Corient Private Wealth LLC72,746$830K0.0%+71.1%0.038%
8/15/2025Optimist Retirement Group LLC18,103$207K0.1%+22.9%0.009%
8/15/2025Captrust Financial Advisors102,127$1.17M0.0%+4.8%0.054%
8/15/2025Tidal Investments LLC87,810$1.00M0.0%+73.1%0.046%
8/15/2025Oxford Asset Management LLP11,462$131K0.0%N/A0.006%
8/15/2025Man Group plc203,316$2.32M0.0%-40.4%0.107%
8/15/2025Lazard Asset Management LLC6,899$78K0.0%-32.5%0.004%
8/15/2025HRT Financial LP391,514$4.47M0.0%-51.5%0.205%
8/15/2025Holocene Advisors LP544,710$6.22M0.0%+141.3%0.286%
8/15/2025Engineers Gate Manager LP237,535$2.71M0.0%-43.3%0.125%
8/15/2025Cubist Systematic Strategies LLC931,409$10.64M0.0%+84.6%0.489%
8/15/2025BNP Paribas Financial Markets153,850$1.76M0.0%+30.4%0.081%
8/15/2025BTG Pactual Asset Management US LLC10,056$115K0.0%N/A0.005%
8/15/2025Brevan Howard Capital Management LP464,232$5.30M0.0%+234.9%0.244%
8/15/2025Ameriprise Financial Inc.190,208$2.17M0.0%-9.1%0.100%
8/15/2025AQR Capital Management LLC13,843,438$158.09M0.1%+30.1%7.264%
8/14/2025Paloma Partners Management Co17,500$200K0.0%N/A0.009%
8/14/2025NCM Capital Management LLC35,695$408K0.2%-5.3%0.019%
8/14/2025Raymond James Financial Inc.63,105$721K0.0%+23.6%0.033%
8/14/2025Worldquant Millennium Advisors LLC16,585$189K0.0%N/A0.009%
8/14/2025Occudo Quantitative Strategies LP60,839$695K0.1%N/A0.032%
8/14/2025Quantinno Capital Management LP160,723$1.84M0.0%-79.4%0.084%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.932,711$10.65M0.0%+5.6%0.489%
8/14/2025Ieq Capital LLC629,793$7.19M0.0%+10.5%0.330%
8/14/2025Treasurer of the State of North Carolina76,403$873K0.0%-3.2%0.040%
8/14/2025The Manufacturers Life Insurance Company 124,243$1.42M0.0%-11.0%0.065%
8/14/2025Sei Investments Co.195,390$2.23M0.0%+11.5%0.103%
8/14/2025Qube Research & Technologies Ltd1,061,864$12.13M0.0%-35.2%0.557%
8/14/2025WINTON GROUP Ltd14,063$161K0.0%-22.5%0.007%
8/14/2025Bank of Nova Scotia39,650$453K0.0%+104.0%0.021%
8/14/2025California Public Employees Retirement System602,943$6.89M0.0%-34.2%0.316%
8/14/2025Cerity Partners LLC483,135$5.52M0.0%+191.9%0.254%
8/14/2025Federated Hermes Inc.600,686$6.86M0.0%-3.8%0.315%
8/13/2025Gabelli Funds LLC90,250$1.03M0.0%-4.0%0.047%
8/13/2025Jump Financial LLC167,621$1.91M0.0%+807.9%0.088%
8/13/2025Baird Financial Group Inc.294,979$3.37M0.0%N/A0.154%
8/13/2025First Trust Advisors LP376,443$4.30M0.0%-43.1%0.196%
8/13/2025Guggenheim Capital LLC228,106$2.61M0.0%+26.2%0.119%
8/13/2025EverSource Wealth Advisors LLC12,875$147K0.0%+407.3%0.007%
8/13/2025Invesco Ltd.613,931$7.01M0.0%-68.6%0.320%
8/13/2025Blueshift Asset Management LLC212,603$2.43M0.7%N/A0.111%
8/13/2025Arrowstreet Capital Limited Partnership5,041,012$57.57M0.0%+61.3%2.625%
8/13/2025Quantbot Technologies LP216,179$2.47M0.1%N/A0.113%
8/13/2025M&T Bank Corp16,987$194K0.0%+8.4%0.009%
8/13/2025Shelton Capital Management30,403$347K0.0%+5.4%0.016%
8/13/2025Norges Bank1,657,531$18.93M0.0%N/A0.863%
8/13/2025Hsbc Holdings PLC27,776$318K0.0%+136.9%0.014%
8/13/2025Northwestern Mutual Wealth Management Co.20,498$234K0.0%-62.2%0.011%
8/13/2025State Board of Administration of Florida Retirement System228,518$2.61M0.0%+0.8%0.119%
8/13/2025Elevation Point Wealth Partners LLC2,167$25K0.0%N/A0.001%
8/12/2025Advisors Asset Management Inc.437,971$5.00M0.1%+45.9%0.228%
8/12/2025XTX Topco Ltd348,626$3.98M0.2%+370.7%0.182%
8/12/2025Steward Partners Investment Advisory LLC4,017$46K0.0%+35.0%0.002%
8/12/2025Horizon Kinetics Asset Management LLC699,342$7.99M0.1%-8.2%0.364%
8/12/2025Ameritas Investment Partners Inc.31,318$358K0.0%-8.7%0.016%
8/12/2025Prudential Financial Inc.15,687$179K0.0%+35.0%0.008%
8/12/2025American Century Companies Inc.236,588$2.70M0.0%+369.6%0.123%
8/12/2025Rhumbline Advisers699,025$7.98M0.0%-0.2%0.364%
8/12/2025AXQ Capital LP54,788$626K0.2%+173.7%0.029%
8/12/2025Franklin Resources Inc.113,967$1.30M0.0%+36.0%0.059%
8/12/2025Legal & General Group Plc320,512$3.66M0.0%+4.8%0.167%
8/12/2025JPMorgan Chase & Co.2,048,988$23.40M0.0%-54.2%1.067%
8/12/2025Swiss National Bank325,700$3.72M0.0%-3.0%0.170%
8/12/2025Handelsbanken Fonder AB27,457$314K0.0%-9.3%0.014%
8/12/2025Miller Financial Services LLC15,457$177K0.2%+10.0%0.008%
8/11/2025Frank Rimerman Advisors LLC16,056$183K0.0%N/A0.008%
8/11/2025LSV Asset Management9,800$112K0.0%N/A0.005%
8/8/2025Intech Investment Management LLC348,245$3.98M0.0%+81.2%0.181%
(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, 413 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 346 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 40,419,427 shares in the last 24 months. This purchase volume represents approximately $583.37M in transactions.

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

Of the 158 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 ($4.30M), 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 28,953,396 shares in the last 24 months. This volume of shares sold represents approximately $431.97M in transactions.


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This page (NASDAQ:WEN) was last updated on 10/23/2025 by MarketBeat.com Staff
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