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Wendy's (WEN) Institutional Ownership

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$7.62 +0.01 (+0.07%)
As of 02:12 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
232
Total
Institutional Inflows
(last 12 months)
$636.27M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$246.94M
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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
9/9/2026 Sequoia Financial Advisors LLC27,105$225K0.0%-57.1%0.014%
9/9/2026 Tidal Investments LLC44,724$371K0.0%-9.3%0.023%
9/9/2026 WINTON GROUP Ltd291,578$2.42M0.1%+48.8%0.153%
9/9/2026 Integrated Wealth Concepts LLC10,232$85K0.0%-56.7%0.005%
9/9/2026 NewEdge Advisors LLC12,832$106K0.0%+1,557.9%0.007%
9/9/2026 Baird Financial Group Inc.435,107$3.61M0.0%+13.0%0.228%
9/8/2026 Allworth Financial LP10,597$88K0.0%-11.1%0.006%
9/8/2026 Waverly Advisors LLC15,374$127K0.0%-12.7%0.008%
9/8/2026 Nykredit A S4,410$37K0.0%N/A0.002%
8/27/2026 Corient Private Wealth LP110,277$914K0.0%+59.1%0.058%
8/26/2026 Amundi40,301$334K0.0%+65.5%0.021%
8/26/2026 HighTower Advisors LLC39,011$323K0.0%-22.7%0.020%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al10,700$89K0.0%N/A0.006%
8/24/2026 First Eagle Investment Management LLC353,023$2.93M0.0%N/A0.185%
8/24/2026 California State Teachers Retirement System1,538,201$12.75M0.0%+740.7%0.807%
8/23/2026 HB Wealth Management LLC15,736$130K0.0%-46.0%0.008%
8/22/2026 AlphaGrep UK Ltd11,293$94K0.0%N/A0.006%
8/22/2026 Syon Capital LLC12,071$100K0.0%-51.6%0.006%
8/22/2026 TD Waterhouse Canada Inc.82,939$741K0.0%+82.8%0.043%
8/21/2026 Nykredit A S4,410$37K0.0%N/A0.002%
8/20/2026 Cooper Haims Advisors LLC15,000$124K0.0%N/A0.008%
8/20/2026 Ancora Advisors LLC43,300$359K0.0%N/A0.023%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC481,357$3.99M0.0%-9.8%0.252%
8/18/2026 Kimelman & Baird LLC50,355$417K0.0%N/A0.026%
8/18/2026 Empowered Funds LLC90,499$750K0.0%N/A0.047%
8/18/2026 United Capital Financial Advisors LLC16,403$136K0.0%N/A0.009%
8/17/2026 Corient Private Wealth LP110,877$919K0.0%N/A0.058%
8/17/2026 Ausdal Financial Partners Inc.12,440$103K0.0%N/A0.007%
8/17/2026 Bank of America Corp DE1,263,315$10.47M0.0%N/A0.663%
8/15/2026 Jupiter Topco LLC1,529,010$12.68M0.0%N/A0.802%
8/14/2026 Ancora Advisors LLC43,300$359K0.0%N/A0.023%
8/14/2026 Cooper Haims Advisors LLC15,000$124K0.1%N/A0.008%
8/14/2026 Legal & General Group Plc414,356$3.44M0.0%N/A0.217%
8/14/2026 The Manufacturers Life Insurance Company86,902$720K0.0%N/A0.046%
8/14/2026 Fiduciary Financial Advisors28,815$239K0.0%N/A0.015%
8/13/2026 Sanctuary Advisors LLC23,363$194K0.0%N/A0.012%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.1,667,124$13.82M0.0%N/A0.874%
8/13/2026 Bank of Nova Scotia131,213$1.09M0.0%N/A0.069%
8/12/2026 Trian Fund Management L.P.30,468,434$252.58M6.0%N/A15.980%
8/12/2026 Quantbot Technologies LP160,131$1.33M0.1%N/A0.084%
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8/12/2026 Landscape Capital Management L.L.C.36,921$306K0.0%N/A0.019%
8/11/2026 OneAscent Investment Solutions LLC11,184$93K0.1%N/A0.006%
8/11/2026 Allworth Financial LP10,597$88K0.0%N/A0.006%
8/11/2026 Vise Technologies Inc.15,583$129K0.0%N/A0.008%
8/7/2026 Citizens Financial Group Inc. RI18,607$154K0.0%N/A0.010%
8/7/2026 BlackRock Inc.26,314,724$218.15M0.0%+21.1%13.815%
8/7/2026 Deutsche Bank AG189,018$1.57M0.0%+588.5%0.099%
8/7/2026 Perigon Wealth Management LLC12,605$104K0.0%N/A0.007%
8/7/2026 Covestor Ltd9,643$80K0.0%+21.7%0.005%
8/6/2026 Global Retirement Partners LLC3,273$27K0.0%N/A0.002%
8/6/2026 Bank of New York Mellon Corp2,280,217$18.90M0.0%+5.6%1.197%
8/6/2026 Russell Investments Group Ltd.65,386$542K0.0%+56.8%0.034%
8/6/2026 Mitsubishi UFJ Trust & Banking Corp71,378$592K0.0%+128.7%0.037%
8/5/2026 HighTower Advisors LLC39,011$323K0.0%-22.7%0.020%
8/5/2026 PDS Planning Inc19,314$160K0.0%+42.1%0.010%
8/5/2026 Janney Montgomery Scott LLC24,596$204K0.0%-68.7%0.013%
8/5/2026 R Squared Ltd18,412$153K0.1%+45.9%0.010%
8/5/2026 Caitong International Asset Management Co. Ltd366,309$3.04M0.4%+4,834.1%0.192%
8/4/2026 Principal Financial Group Inc.772,710$6.41M0.0%+0.8%0.406%
8/4/2026 Fox Run Management L.L.C.27,184$225K0.0%N/A0.014%
8/1/2026 MGO One Seven LLC15,098$125K0.0%-14.6%0.008%
7/30/2026 Pictet Asset Management Holding SA22,159$184K0.0%-18.2%0.012%
7/30/2026 Chicago Partners Investment Group LLC10,964$91K0.0%N/A0.006%
7/28/2026 Kestra Private Wealth Services LLC40,720$338K0.0%N/A0.021%
7/27/2026 Cambridge Investment Research Advisors Inc.25,062$208K0.0%-12.8%0.013%
7/27/2026 Leonteq Securities AG182,872$1.52M0.1%-8.8%0.096%
7/27/2026 TD Waterhouse Canada Inc.82,939$741K0.0%+82.8%0.044%
7/10/2026 A&I Financial Services LLC108,882$903K0.4%+29.5%0.057%
7/9/2026 Vista Investment Partners LLC20,792$172K0.0%N/A0.011%
7/9/2026 Atlas Brown Inc.35,000$290K0.1%+16.7%0.018%
7/7/2026 GAMMA Investing LLC8,889$74K0.0%-35.0%0.005%
7/2/2026 MassMutual Private Wealth & Trust FSB4,213$35K0.0%-27.4%0.002%
7/1/2026 PVG Asset Management Corp41,447$344K0.2%-17.9%0.022%
6/16/2026 PVG Asset Management Corp50,457$349K0.2%N/A0.026%
6/16/2026 Empowered Funds LLC76,790$534K0.0%+23.2%0.040%
5/21/2026 Essential Partners LLC15,673$109K0.0%-75.1%0.008%
5/19/2026 Bank of America Corp DE4,493,752$31.23M0.0%+5.6%2.359%
5/19/2026Janus Henderson Group PLC927,506$6.45M0.0%+5.5%0.487%
5/19/2026 Bull Harbor Capital LLC10,787$75K0.0%N/A0.006%
5/18/2026 Amundi24,353$169K0.0%-54.2%0.013%
5/18/2026 California State Teachers Retirement System182,960$1.27M0.0%+23.4%0.096%
5/18/2026 Royal Bank of Canada251,850$1.75M0.0%-47.4%0.132%
5/18/2026 Empowered Funds LLC76,790$534K0.0%+23.2%0.040%
5/16/2026 The Manufacturers Life Insurance Company37,778$263K0.0%+10.3%0.020%
5/16/2026 Quantinno Capital Management LP766,397$5.33M0.0%-19.5%0.402%
5/16/2026 SummitTX Capital L.P.331,076$2.30M0.1%-15.7%0.174%
5/15/2026 Waverly Advisors LLC17,602$122K0.0%-9.8%0.009%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund3,750,000$26.06M0.0%N/A1.969%
5/14/2026 Renaissance Technologies LLC2,340,282$16.27M0.0%+2,612.4%1.229%
5/14/2026 Arrowstreet Capital Limited Partnership4,040,382$28.08M0.0%-5.8%2.121%
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5/14/2026 Bank of Nova Scotia229,402$1.59M0.0%+20.6%0.120%
5/14/2026 Sei Investments Co.218,643$1.52M0.0%+48.4%0.115%
5/13/2026 Cetera Investment Advisers69,476$483K0.0%-10.0%0.036%
5/13/2026 First Trust Advisors LP348,246$2.42M0.0%-46.6%0.183%
5/8/2026 PNC Financial Services Group Inc.12,458$87K0.0%-59.0%0.007%
5/8/2026 Cassaday & Co Wealth Management LLC4,250$30K0.0%N/A0.002%
5/7/2026 Dimensional Fund Advisors LP3,476,736$24.16M0.0%-11.9%1.825%
5/7/2026 Parallel Advisors LLC14,951$104K0.0%-20.2%0.008%
5/5/2026 Bank of New York Mellon Corp2,158,531$15.00M0.0%-2.6%1.133%
5/5/2026 Illinois Municipal Retirement Fund87,227$606K0.0%-1.7%0.046%


WEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 455 institutional investors and hedge funds held shares of Wendy's. The most heavily invested institutionals were Trian Fund Management L.P. ($252.58M), BlackRock Inc. ($218.15M), Vanguard Group Inc. ($142.73M), AQR Capital Management LLC ($97.51M), Charles Schwab Investment Management Inc. ($59.08M), Morgan Stanley ($54.55M), and Point72 Asset Management L.P. ($48.24M).Learn more on Wendy's' institutional investors.

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

Of the 385 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. ($30.48M), AQR Capital Management LLC ($6.65M), BlackRock Inc. ($4.58M), Marshall Wace LLP ($4.03M), Point72 Asset Management L.P. ($3.96M), Healthcare of Ontario Pension Plan Trust Fund ($3.84M), and Wells Fargo & Company MN ($3.05M).

Institutional investors have bought a total of 76,727,132 shares in the last 24 months. This purchase volume represents approximately $636.27M in transactions.

Of the 123 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: AQR Capital Management LLC ($5.37M), Vanguard Group Inc. ($4.12M), JPMorgan Chase & Co. ($3.64M), Marshall Wace LLP ($2.89M), UBS Group AG ($2.80M), Arrowstreet Capital Limited Partnership ($1.01M), and Dimensional Fund Advisors LP ($835.06K).

Institutional investors have sold a total of 28,043,930 shares in the last 24 months. This volume of shares sold represents approximately $246.60M in transactions.


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Institutional ownership data for NASDAQ:WEN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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