Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free WEN Stock Alerts

Wendy's (WEN) Institutional Ownership

Wendy's logo
$6.52 +0.14 (+2.11%)
As of 03:31 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Wendy's (NASDAQ:WEN)

Current
Institutional Ownership
Percentage
85.96%
Number of
Institutional Buyers
(last 12 months)
231
Total
Institutional Inflows
(last 12 months)
$633.87M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$246.87M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WEN Institutional Buying and Selling by Quarter

Wendy's Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.74,030$614K0.0%+62.6%0.039%
9/22/2026State Street Corp6,566,985$54.44M0.0%+20.1%3.444%
9/9/2026The Manufacturers Life Insurance Company86,902$720K0.0%+130.0%0.046%
9/9/2026Sequoia Financial Advisors LLC27,105$225K0.0%-57.1%0.014%
9/9/2026Tidal Investments LLC44,724$371K0.0%-9.3%0.023%
9/9/2026WINTON GROUP Ltd291,578$2.42M0.1%+48.8%0.153%
9/9/2026Integrated Wealth Concepts LLC10,232$85K0.0%-56.7%0.005%
9/9/2026NewEdge Advisors LLC12,832$106K0.0%+1,557.9%0.007%
9/9/2026Baird Financial Group Inc.435,107$3.61M0.0%+13.0%0.228%
9/8/2026Allworth Financial LP10,597$88K0.0%-11.1%0.006%
9/8/2026Waverly Advisors LLC15,374$127K0.0%-12.7%0.008%
9/8/2026Nykredit A S4,410$37K0.0%N/A0.002%
8/27/2026Corient Private Wealth LP110,277$914K0.0%+59.1%0.058%
8/26/2026Amundi40,301$334K0.0%+65.5%0.021%
8/26/2026HighTower Advisors LLC39,011$323K0.0%-22.7%0.020%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al10,700$89K0.0%N/A0.006%
8/24/2026First Eagle Investment Management LLC353,023$2.93M0.0%N/A0.185%
8/23/2026HB Wealth Management LLC15,736$130K0.0%-46.0%0.008%
8/22/2026AlphaGrep UK Ltd11,293$94K0.0%N/A0.006%
8/22/2026Syon Capital LLC12,071$100K0.0%-51.6%0.006%
8/22/2026TD Waterhouse Canada Inc.82,939$741K0.0%+82.8%0.043%
8/21/2026Nykredit A S4,410$37K0.0%N/A0.002%
8/20/2026Cooper Haims Advisors LLC15,000$124K0.0%N/A0.008%
8/20/2026Ancora Advisors LLC43,300$359K0.0%N/A0.023%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC481,357$3.99M0.0%-9.8%0.252%
8/18/2026Kimelman & Baird LLC50,355$417K0.0%N/A0.026%
8/18/2026Empowered Funds LLC90,499$750K0.0%N/A0.047%
8/18/2026United Capital Financial Advisors LLC16,403$136K0.0%N/A0.009%
8/17/2026Corient Private Wealth LP110,877$919K0.0%N/A0.058%
8/17/2026Ausdal Financial Partners Inc.12,440$103K0.0%N/A0.007%
8/17/2026Bank of America Corp DE1,263,315$10.47M0.0%N/A0.663%
8/15/2026Jupiter Topco LLC1,529,010$12.68M0.0%N/A0.802%
8/14/2026Ancora Advisors LLC43,300$359K0.0%N/A0.023%
8/14/2026Cooper Haims Advisors LLC15,000$124K0.1%N/A0.008%
8/14/2026Legal & General Group Plc414,356$3.44M0.0%N/A0.217%
8/14/2026The Manufacturers Life Insurance Company86,902$720K0.0%N/A0.046%
8/14/2026Fiduciary Financial Advisors28,815$239K0.0%N/A0.015%
8/13/2026Sanctuary Advisors LLC23,363$194K0.0%N/A0.012%
8/13/2026Connor Clark & Lunn Investment Management Ltd.1,667,124$13.82M0.0%N/A0.874%
8/13/2026Bank of Nova Scotia131,213$1.09M0.0%N/A0.069%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
8/12/2026Trian Fund Management L.P.30,468,434$252.58M6.0%N/A15.980%
8/12/2026Quantbot Technologies LP160,131$1.33M0.1%N/A0.084%
8/12/2026Landscape Capital Management L.L.C.36,921$306K0.0%N/A0.019%
8/11/2026OneAscent Investment Solutions LLC11,184$93K0.1%N/A0.006%
8/11/2026Allworth Financial LP10,597$88K0.0%N/A0.006%
8/11/2026Vise Technologies Inc.15,583$129K0.0%N/A0.008%
8/7/2026Citizens Financial Group Inc. RI18,607$154K0.0%N/A0.010%
8/7/2026BlackRock Inc.26,314,724$218.15M0.0%+21.1%13.815%
8/7/2026Deutsche Bank AG189,018$1.57M0.0%+588.5%0.099%
8/7/2026Perigon Wealth Management LLC12,605$104K0.0%N/A0.007%
8/7/2026Covestor Ltd9,643$80K0.0%+21.7%0.005%
8/6/2026Global Retirement Partners LLC3,273$27K0.0%N/A0.002%
8/6/2026Bank of New York Mellon Corp2,280,217$18.90M0.0%+5.6%1.197%
8/6/2026Russell Investments Group Ltd.65,386$542K0.0%+56.8%0.034%
8/6/2026Mitsubishi UFJ Trust & Banking Corp71,378$592K0.0%+128.7%0.037%
8/5/2026HighTower Advisors LLC39,011$323K0.0%-22.7%0.020%
8/5/2026PDS Planning Inc19,314$160K0.0%+42.1%0.010%
8/5/2026Janney Montgomery Scott LLC24,596$204K0.0%-68.7%0.013%
8/5/2026R Squared Ltd18,412$153K0.1%+45.9%0.010%
8/5/2026Caitong International Asset Management Co. Ltd366,309$3.04M0.4%+4,834.1%0.192%
8/4/2026Principal Financial Group Inc.772,710$6.41M0.0%+0.8%0.406%
8/4/2026Fox Run Management L.L.C.27,184$225K0.0%N/A0.014%
8/1/2026MGO One Seven LLC15,098$125K0.0%-14.6%0.008%
7/30/2026Pictet Asset Management Holding SA22,159$184K0.0%-18.2%0.012%
7/30/2026Chicago Partners Investment Group LLC10,964$91K0.0%N/A0.006%
7/28/2026Kestra Private Wealth Services LLC40,720$338K0.0%N/A0.021%
7/27/2026Cambridge Investment Research Advisors Inc.25,062$208K0.0%-12.8%0.013%
7/27/2026Leonteq Securities AG182,872$1.52M0.1%-8.8%0.096%
7/27/2026TD Waterhouse Canada Inc.82,939$741K0.0%+82.8%0.044%
7/10/2026A&I Financial Services LLC108,882$903K0.4%+29.5%0.057%
7/9/2026Vista Investment Partners LLC20,792$172K0.0%N/A0.011%
7/9/2026Atlas Brown Inc.35,000$290K0.1%+16.7%0.018%
7/7/2026GAMMA Investing LLC8,889$74K0.0%-35.0%0.005%
7/2/2026MassMutual Private Wealth & Trust FSB4,213$35K0.0%-27.4%0.002%
7/1/2026PVG Asset Management Corp41,447$344K0.2%-17.9%0.022%
6/16/2026PVG Asset Management Corp50,457$349K0.2%N/A0.026%
6/16/2026Empowered Funds LLC76,790$534K0.0%+23.2%0.040%
5/21/2026Essential Partners LLC15,673$109K0.0%-75.1%0.008%
5/19/2026Bank 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%
5/19/2026Bull Harbor Capital LLC10,787$75K0.0%N/A0.006%
5/18/2026Amundi24,353$169K0.0%-54.2%0.013%
5/18/2026California State Teachers Retirement System182,960$1.27M0.0%+23.4%0.096%
5/18/2026Royal Bank of Canada251,850$1.75M0.0%-47.4%0.132%
5/18/2026Empowered Funds LLC76,790$534K0.0%+23.2%0.040%
5/16/2026The Manufacturers Life Insurance Company37,778$263K0.0%+10.3%0.020%
5/16/2026Quantinno Capital Management LP766,397$5.33M0.0%-19.5%0.402%
5/16/2026SummitTX Capital L.P.331,076$2.30M0.1%-15.7%0.174%
5/15/2026Waverly Advisors LLC17,602$122K0.0%-9.8%0.009%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund3,750,000$26.06M0.0%N/A1.969%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/14/2026Renaissance Technologies LLC2,340,282$16.27M0.0%+2,612.4%1.229%
5/14/2026Arrowstreet Capital Limited Partnership4,040,382$28.08M0.0%-5.8%2.121%
5/14/2026Bank of Nova Scotia229,402$1.59M0.0%+20.6%0.120%
5/14/2026Sei Investments Co.218,643$1.52M0.0%+48.4%0.115%
5/13/2026Cetera Investment Advisers69,476$483K0.0%-10.0%0.036%
5/13/2026First Trust Advisors LP348,246$2.42M0.0%-46.6%0.183%
5/8/2026PNC Financial Services Group Inc.12,458$87K0.0%-59.0%0.007%
5/8/2026Cassaday & Co Wealth Management LLC4,250$30K0.0%N/A0.002%
5/7/2026Dimensional Fund Advisors LP3,476,736$24.16M0.0%-11.9%1.825%
5/7/2026Parallel Advisors LLC14,951$104K0.0%-20.2%0.008%


WEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 454 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 State Street Corp ($54.44M).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 76,468,350 shares in the last 24 months. This purchase volume represents approximately $633.87M in transactions.

Of the 125 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 28,078,022 shares in the last 24 months. This volume of shares sold represents approximately $246.87M in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel