Wendy's (WEN) Institutional Ownership

$16.79

-0.19 (-1.12%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 85.96%
Number of Institutional Buyers (last 12 months): 148
Total Institutional Inflows (last 12 months): $559.45M

Number of Institutional Sellers (last 12 months): 95
Total Institutional Outflows (last 12 months): $206.09M

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WEN Institutional Buying and Selling by Quarter

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Wendy's Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	HB Wealth Management LLC	10,562	$179K	0.0%	-28.6%	0.005%
7/27/2024	Fort Pitt Capital Group LLC	218,037	$3.70M	0.1%	+9.0%	0.106%
7/26/2024	Legato Capital Management LLC	107,217	$1.82M	0.2%	+6.7%	0.052%
7/26/2024	Towerview LLC	22,500	$382K	0.3%	-18.2%	0.011%
7/26/2024	State of Michigan Retirement System	39,985	$678K	0.0%	-2.4%	0.019%
7/26/2024	Allspring Global Investments Holdings LLC	5,069,464	$85.98M	0.1%	-5.1%	2.471%
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7/26/2024	Bank of New York Mellon Corp	2,745,202	$46.56M	0.0%	+3.9%	1.338%
7/24/2024	Retirement Systems of Alabama	608,498	$10.32M	0.0%	-0.8%	0.297%
7/24/2024	My Legacy Advisors LLC	17,482	$296K	0.1%	N/A	0.009%
7/24/2024	Nicholas Company Inc.	195,160	$3.31M	0.1%	-56.5%	0.095%
7/24/2024	Louisiana State Employees Retirement System	47,000	$797K	0.0%	-2.3%	0.023%
7/22/2024	Fifth Third Bancorp	1,820	$31K	0.0%	-47.3%	0.001%
7/22/2024	Pallas Capital Advisors LLC	38,854	$702K	0.0%	N/A	0.019%
7/20/2024	Neo Ivy Capital Management	170,264	$2.89M	0.6%	N/A	0.083%
7/18/2024	Gradient Investments LLC	825,694	$14.00M	0.3%	-1.5%	0.403%
7/18/2024	Assenagon Asset Management S.A.	1,007,904	$17.09M	0.0%	N/A	0.491%
7/16/2024	Wealth Enhancement Advisory Services LLC	40,044	$679K	0.0%	+52.0%	0.020%
7/15/2024	Granite Bay Wealth Management LLC	94,500	$1.72M	0.0%	N/A	0.046%
7/12/2024	SG Americas Securities LLC	41,094	$697K	0.0%	+221.0%	0.020%
7/10/2024	Csenge Advisory Group	10,811	$183K	0.0%	-7.5%	0.005%
7/10/2024	CWM LLC	49,436	$838K	0.0%	+312.2%	0.024%
6/21/2024	Abich Financial Wealth Management LLC	2,359	$44K	0.0%	N/A	0.001%
5/22/2024	Burney Co.	62,168	$1.17M	0.0%	+12.8%	0.030%
5/17/2024	Western Pacific Wealth Management LP	6,315	$119K	0.1%	N/A	0.003%
5/17/2024	Comerica Bank	49,857	$939K	0.0%	-8.0%	0.024%
5/17/2024	Tidal Investments LLC	16,079	$303K	0.0%	+10.9%	0.008%
5/16/2024	California State Teachers Retirement System	174,720	$3.29M	0.0%	-6.5%	0.085%
5/16/2024	Janus Henderson Group PLC	3,321,275	$62.57M	0.0%	+2.1%	1.619%
5/15/2024	Ascent Group LLC	44,971	$847K	0.1%	-3.5%	0.022%
5/15/2024	Public Employees Retirement System of Ohio	67,108	$1.26M	0.0%	-9.4%	0.033%
5/15/2024	Price T Rowe Associates Inc. MD	218,729	$4.12M	0.0%	-86.7%	0.107%
5/14/2024	Cadence Bank	420,395	$7.92M	0.6%	+48.3%	0.205%
5/14/2024	CANADA LIFE ASSURANCE Co	153,434	$2.89M	0.0%	-12.5%	0.075%
5/14/2024	American International Group Inc.	222,582	$4.19M	0.0%	-2.0%	0.109%
5/13/2024	Bessemer Group Inc.	1,872	$35K	0.0%	+483.2%	0.001%
5/11/2024	Covestor Ltd	6,575	$124K	0.1%	+23.9%	0.003%
5/10/2024	Vanguard Group Inc.	21,097,095	$397.47M	0.0%	+6.4%	10.285%
5/9/2024	State Board of Administration of Florida Retirement System	257,230	$4.85M	0.0%	-7.2%	0.125%
5/8/2024	US Bancorp DE	22,275	$420K	0.0%	-33.5%	0.011%
5/8/2024	Qsemble Capital Management LP	146,503	$2.76M	0.6%	N/A	0.071%
Dave Ramsey Makes Big Mistake Live On Air (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
5/8/2024	Headlands Technologies LLC	3,566	$67K	0.0%	N/A	0.002%
5/7/2024	Swiss National Bank	346,200	$6.52M	0.0%	-1.3%	0.169%
5/7/2024	Illinois Municipal Retirement Fund	65,868	$1.24M	0.0%	+148.5%	0.032%
5/7/2024	Oppenheimer & Co. Inc.	12,245	$231K	0.0%	-11.3%	0.006%
5/7/2024	Towerview LLC	27,500	$518K	0.3%	N/A	0.013%
5/7/2024	SG Americas Securities LLC	12,800	$241K	0.0%	-22.6%	0.006%
5/6/2024	Quantbot Technologies LP	79,585	$1.50M	0.1%	-31.8%	0.039%
5/6/2024	Duality Advisers LP	37,471	$706K	0.1%	N/A	0.018%
5/6/2024	Texas Permanent School Fund Corp	144,353	$2.72M	0.0%	+1.2%	0.070%
5/3/2024	GSA Capital Partners LLP	45,934	$865K	0.1%	-65.9%	0.022%
5/2/2024	Salomon & Ludwin LLC	1,568	$30K	0.0%	+378.0%	0.001%
5/2/2024	Mutual of America Capital Management LLC	99,545	$1.88M	0.0%	-3.6%	0.048%
5/2/2024	FinTrust Capital Advisors LLC	4,510	$85K	0.0%	-12.4%	0.002%
5/1/2024	Capstone Investment Advisors LLC	255,069	$4.81M	0.0%	+243.3%	0.124%
5/1/2024	Janney Montgomery Scott LLC	15,170	$286K	0.0%	+5.6%	0.007%
5/1/2024	BNP Paribas Financial Markets	20,461	$385K	0.0%	-56.2%	0.010%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	59,356	$1.12M	0.0%	+159.2%	0.029%
5/1/2024	Prosperity Consulting Group LLC	20,126	$379K	0.0%	N/A	0.010%
4/30/2024	Retirement Systems of Alabama	613,218	$11.55M	0.0%	+18.5%	0.299%
4/30/2024	North Star Investment Management Corp.	290,676	$5.48M	0.4%	+4.3%	0.142%
4/30/2024	HB Wealth Management LLC	14,802	$279K	0.0%	-4.3%	0.007%
4/29/2024	Commonwealth Equity Services LLC	95,909	$1.81M	0.0%	+13.3%	0.047%
4/29/2024	Principal Financial Group Inc.	632,121	$11.91M	0.0%	+1.9%	0.308%
4/26/2024	Yousif Capital Management LLC	57,545	$1.08M	0.0%	-2.7%	0.028%
4/23/2024	Louisiana State Employees Retirement System	48,100	$906K	0.0%	+2.6%	0.023%
4/23/2024	Amalgamated Bank	103,012	$1.94M	0.0%	-11.7%	0.050%
4/23/2024	Gradient Investments LLC	838,680	$15.80M	0.4%	+9.7%	0.408%
4/23/2024	Fifth Third Bancorp	3,452	$65K	0.0%	+46.8%	0.002%
4/23/2024	Wesbanco Bank Inc.	42,915	$809K	0.0%	N/A	0.021%
4/19/2024	Handelsinvest Investeringsforvaltning	8,780	$165K	0.1%	-34.2%	0.004%
4/18/2024	State of Michigan Retirement System	40,985	$772K	0.0%	+2.2%	0.020%
4/18/2024	Allspring Global Investments Holdings LLC	5,344,118	$100.68M	0.2%	+2.1%	2.602%
4/18/2024	Hexagon Capital Partners LLC	4,108	$77K	0.0%	+44.5%	0.002%
4/15/2024	Mcdonald Partners LLC	44,653	$841K	0.2%	-1.2%	0.022%
4/11/2024	Fort Pitt Capital Group LLC	199,981	$3.77M	0.1%	+15.5%	0.097%
4/10/2024	Park Avenue Securities LLC	24,657	$465K	0.0%	-4.8%	0.012%
4/9/2024	Mather Group LLC.	2,263	$44K	0.0%	N/A	0.001%
4/5/2024	Los Angeles Capital Management LLC	13,107	$247K	0.0%	-78.5%	0.006%
4/5/2024	CWM LLC	11,993	$226K	0.0%	+15.6%	0.006%
3/22/2024	PNC Financial Services Group Inc.	12,444	$242K	0.0%	-9.3%	0.006%
3/11/2024	Vanguard Group Inc.	19,823,955	$386.17M	0.0%	-2.1%	9.648%
3/4/2024	Richardson Financial Services Inc.	5,090	$99K	0.1%	N/A	0.002%
2/28/2024	American International Group Inc.	227,188	$4.43M	0.0%	-5.5%	0.109%
2/20/2024	Quarry LP	1,732	$34K	0.0%	N/A	0.001%
2/16/2024	GSA Capital Partners LLP	134,742	$2.63M	0.2%	-19.2%	0.065%
2/15/2024	Boyar Asset Management Inc.	28,614	$557K	0.4%	-14.6%	0.014%
2/15/2024	Comerica Bank	54,166	$1.06M	0.0%	-7.4%	0.026%
2/14/2024	Dean Capital Management	88,506	$1.72M	1.1%	+21.6%	0.042%
2/14/2024	EHP Funds Inc.	12,500	$244K	0.1%	N/A	0.006%
2/13/2024	Joseph Group Capital Management	66,329	$1.29M	0.8%	+6.3%	0.032%
Dave Ramsey Makes Big Mistake Live On Air (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
2/13/2024	Capital Research Global Investors	1,056,138	$20.57M	0.0%	N/A	0.506%
2/13/2024	KBC Group NV	11,235	$219K	0.0%	+175.8%	0.005%
2/13/2024	Campbell & CO Investment Adviser LLC	42,212	$822K	0.1%	+78.6%	0.020%
2/12/2024	Alberta Investment Management Corp	52,700	$1.03M	0.0%	N/A	0.025%
2/12/2024	Bank of Nova Scotia	20,561	$401K	0.0%	-5.0%	0.010%
2/12/2024	Capstone Investment Advisors LLC	74,297	$1.45M	0.0%	+262.4%	0.036%
2/12/2024	Private Wealth Strategies L.L.C.	17,867	$348K	0.1%	+4.6%	0.009%
2/12/2024	Hsbc Holdings PLC	130,493	$2.53M	0.0%	N/A	0.062%
2/9/2024	Intech Investment Management LLC	48,531	$945K	0.0%	+73.5%	0.023%
2/9/2024	Johnson Financial Group Inc.	4,410	$86K	0.0%	N/A	0.002%

(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, 302 institutional investors and hedge funds held shares of Wendy's. The most heavily invested institutionals were Trian Fund Management L.P. ($680.69M), Vanguard Group Inc. ($397.47M), BlackRock Inc. ($278.43M), Massachusetts Financial Services Co. MA ($208.65M), JPMorgan Chase & Co. ($119.25M), Charles Schwab Investment Management Inc. ($91.67M), and Allspring Global Investments Holdings LLC ($85.98M).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 243 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. ($12.62M), Assenagon Asset Management S.A. ($2.83M), Allspring Global Investments Holdings LLC ($2.70M), Charles Schwab Investment Management Inc. ($2.61M), Vanguard Group Inc. ($2.44M), Millennium Management LLC ($1.91M), and Norges Bank ($1.42M).

How much institutional buying is happening at Wendy's?: Institutional investors have bought a total of 46,875,657 shares in the last 24 months. This purchase volume represents approximately $955.86M in transactions.
Which Wendy's major shareholders have been selling company stock?: Of the 153 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: Deutsche Bank AG ($3.54M), Renaissance Technologies LLC ($2.02M), Assenagon Asset Management S.A. ($1.43M), Price T Rowe Associates Inc. MD ($1.42M), Point72 Asset Management L.P. ($1.41M), Qube Research & Technologies Ltd ($1.14M), and Los Angeles Capital Management LLC ($868.92K).
How much institutional selling is happening at Wendy's?: Institutional investors have sold a total of 20,086,420 shares in the last 24 months. This volume of shares sold represents approximately $409.47M in transactions.