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Wendy's (WEN) Institutional Ownership

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$6.76 -0.54 (-7.40%)
Closing price 04:00 PM Eastern
Extended Trading
$6.79 +0.03 (+0.44%)
As of 05:32 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
274
Total
Institutional Inflows
(last 12 months)
$450.91M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$342.21M
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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
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%
5/5/2026 Sanctuary Advisors LLC17,753$123K0.0%-14.0%0.009%
5/4/2026 Legacy Capital Group California Inc.61,686$429K0.2%-9.9%0.032%
5/4/2026 Principal Financial Group Inc.766,351$5.33M0.0%+2.1%0.402%
5/2/2026 International Assets Investment Management LLC61,425$424K0.0%+18.0%0.032%
5/1/2026 Fifth Third Bancorp30,741$214K0.0%+702.8%0.016%
5/1/2026 Barnett & Company Inc.16,600$115K0.1%+10.7%0.009%
5/1/2026 Sequoia Financial Advisors LLC63,183$439K0.0%+9.2%0.033%
4/30/2026 Kestra Advisory Services LLC15,053$105K0.0%+40.3%0.008%
4/30/2026 Frank Rimerman Advisors LLC32,973$229K0.0%N/A0.017%
4/29/2026 R Squared Ltd12,620$88K0.0%N/A0.007%
4/28/2026 Praxis Investment Management Inc.19,463$135K0.0%N/A0.010%
4/27/2026 World Investment Advisors22,099$154K0.0%-54.3%0.012%
4/27/2026 New York State Teachers Retirement System204,348$1.42M0.0%+1.0%0.107%
4/27/2026 Leonteq Securities AG200,532$1.39M0.1%+112.7%0.105%
4/27/2026 Sound Income Strategies LLC771,376$5.32M0.3%+1.5%0.405%
4/23/2026 SJS Investment Consulting Inc.4,602$32K0.0%N/A0.002%
4/23/2026 North Star Investment Management Corp.12,967$90K0.0%-18.8%0.007%
4/22/2026 Patriot Financial Group Insurance Agency LLC29,766$207K0.0%+65.1%0.016%
4/22/2026 Janney Montgomery Scott LLC78,670$547K0.0%+6.2%0.041%
4/22/2026 Sterling Capital Management LLC3,534$25K0.0%-39.5%0.002%
4/21/2026 Louisiana State Employees Retirement System70,100$487K0.0%N/A0.037%
4/20/2026 Hilton Head Capital Partners LLC5,687$40K0.0%+57.7%0.003%
4/17/2026 Atlas Brown Inc.30,000$208K0.1%+189.5%0.016%
4/16/2026 SG Americas Securities LLC50,001$348K0.0%-60.3%0.026%
4/16/2026 Evolve Private Wealth LLC11,415$79K0.0%-44.9%0.006%
3/17/2026Rockefeller Capital Management L.P.10,580$88K0.0%+23.4%0.006%
3/9/2026Corient Private Wealth LLC70,927$591K0.0%+33.6%0.037%
3/2/2026NCM Capital Management LLC31,534$263K0.1%-11.7%0.017%
2/26/2026Alpine Global Management LLC21,556$180K0.0%N/A0.011%
2/23/2026 Kera Capital Partners Inc.11,855$92K0.0%N/A0.006%
2/23/2026Virtu Financial LLC37,663$314K0.0%N/A0.020%
2/19/2026Invesco Ltd.1,083,789$9.03M0.0%+22.5%0.569%
2/19/2026Corient Private Wealth LLC46,934$391K0.0%-11.6%0.025%
2/18/2026Mercer Global Advisors Inc. ADV98,911$824K0.0%+20.4%0.052%
2/18/2026State of Tennessee Department of Treasury35,874$279K0.0%N/A0.019%
2/18/2026EP Wealth Advisors LLC16,256$135K0.0%N/A0.009%
2/18/2026NewEdge Advisors LLC12,898$107K0.0%+14.6%0.007%
2/18/2026Empowered Funds LLC62,352$519K0.0%+9.3%0.033%
2/18/2026XTX Topco Ltd22,729$189K0.0%-64.1%0.012%
2/18/2026SummitTX Capital L.P.392,948$3.27M0.1%+49.4%0.206%
2/18/2026Occudo Quantitative Strategies LP95,046$792K0.1%N/A0.050%
2/18/2026Janus Henderson Group PLC879,497$7.33M0.0%+342.2%0.462%
2/18/2026Gotham Asset Management LLC1,805,023$15.04M0.1%+22.0%0.948%
2/18/2026 Evolve Private Wealth LLC20,707$172K0.0%N/A0.011%
2/18/2026Boothbay Fund Management LLC27,093$226K0.0%-13.9%0.014%
2/18/2026 Align Financial LLC6,248$52K0.0%N/A0.003%
2/17/2026Guggenheim Capital LLC217,258$1.81M0.0%+4.1%0.114%
2/17/2026Schonfeld Strategic Advisors LLC697,655$5.81M0.0%N/A0.367%
2/17/2026AQR Capital Management LLC11,705,610$97.51M0.1%+38.1%6.150%
2/17/2026Trian Fund Management L.P.30,440,318$253.57M6.4%+0.0%15.993%
2/17/2026Cetera Investment Advisers77,230$643K0.0%+18.4%0.041%
2/17/2026Jain Global LLC49,272$410K0.0%N/A0.026%
2/17/2026Amundi53,159$443K0.0%N/A0.028%
2/17/2026Jump Financial LLC90,346$753K0.0%-3.9%0.047%
2/17/2026Price T Rowe Associates Inc. MD166,902$1.39M0.0%+11.2%0.088%
2/17/2026Osaic Holdings Inc.39,546$329K0.0%-37.5%0.021%
2/17/2026Advisory Services Network LLC48,082$401K0.0%+10.8%0.025%
2/17/2026 Russell Investments Group Ltd.63,769$531K0.0%-11.6%0.034%
2/17/2026Atom Investors LP177,565$1.48M0.1%+182.4%0.093%
2/17/2026State of Wisconsin Investment Board80,778$673K0.0%-32.0%0.042%
2/17/2026Captrust Financial Advisors144,561$1.20M0.0%+28.6%0.076%
2/17/2026&PARTNERS18,556$155K0.0%N/A0.010%
2/17/2026ExodusPoint Capital Management LP115,039$958K0.0%+147.2%0.060%
2/17/2026Militia Capital Partners LP18,000$150K0.1%N/A0.009%
2/17/2026Aster Capital Management DIFC Ltd11,603$97K0.0%-27.3%0.006%
2/17/2026 71 West Capital Partners16,761$140K0.0%N/A0.009%
2/16/2026Verition Fund Management LLC346,485$2.89M0.0%-26.6%0.182%
2/16/2026PEAK6 LLC91,334$761K0.0%+354.4%0.048%
2/16/2026Sargent Investment Group LLC10,295$86K0.0%N/A0.005%
2/16/2026Mariner LLC163,458$1.36M0.0%+45.6%0.086%
2/16/2026Focus Partners Wealth712,052$5.94M0.0%+1,004.5%0.374%
2/16/2026Arax Advisory Partners3,254$27K0.0%-98.6%0.002%
2/16/2026Barclays PLC116,152$968K0.0%-114.6%0.061%
2/16/2026Aigen Investment Management LP12,662$105K0.0%N/A0.007%
2/13/2026Marshall Wace LLP1,136,992$9.47M0.0%-71.8%0.597%
2/13/2026Quinn Opportunity Partners LLC1,466,811$12.22M0.5%+20.5%0.771%
2/13/2026CANADA LIFE ASSURANCE Co167,596$1.40M0.0%-1.0%0.088%
2/13/2026Bridgewater Associates LP87,531$729K0.0%-10.0%0.046%
2/13/2026 Boyar Asset Management Inc.25,858$215K0.1%-7.3%0.014%
2/13/2026 Williams Jones Wealth Management LLC.17,000$142K0.0%-8.1%0.009%
2/13/2026Stifel Financial Corp64,118$534K0.0%+8.7%0.034%
2/13/2026PCM Encore LLC16,593$138K0.0%N/A0.009%
2/13/2026Quarry LP6,416$53K0.0%-49.2%0.003%
2/13/2026Bridgefront Capital LLC220,361$1.84M0.5%+2,042.8%0.116%
2/13/2026Bank of Nova Scotia190,144$1.58M0.0%+363.8%0.100%
2/13/2026Morgan Stanley6,549,066$54.55M0.0%+5.8%3.441%
2/13/2026Public Sector Pension Investment Board546,739$4.55M0.0%-11.4%0.287%
2/13/2026 Gen Wealth Partners Inc3,954$33K0.0%N/A0.002%
2/13/2026First Trust Advisors LP652,325$5.43M0.0%+555.6%0.343%
2/13/2026Ausdal Financial Partners Inc.17,651$147K0.0%+24.6%0.009%
2/13/2026Charles Schwab Investment Management Inc.7,091,847$59.08M0.0%+3.3%3.726%
2/13/2026 Police & Firemen s Retirement System of New Jersey68,383$570K0.0%-5.6%0.036%
2/13/2026State Street Corp5,446,335$45.37M0.0%+1.9%2.861%
2/13/2026Ieq Capital LLC470,500$3.92M0.0%+25.8%0.247%


WEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 456 institutional investors and hedge funds held shares of Wendy's. The most heavily invested institutionals were Trian Fund Management L.P. ($253.57M), Vanguard Group Inc. ($142.73M), AQR Capital Management LLC ($97.51M), Squarepoint Ops LLC ($59.21M), 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 389 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: AQR Capital Management LLC ($9.61M), Point72 Asset Management L.P. ($6.44M), Marshall Wace LLP ($4.03M), Wells Fargo & Company MN ($3.05M), Cubist Systematic Strategies LLC ($2.18M), Invesco Ltd. ($1.95M), and Norges Bank ($1.92M).

Institutional investors have bought a total of 44,718,630 shares in the last 24 months. This purchase volume represents approximately $450.91M in transactions.

Of the 143 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: JPMorgan Chase & Co. ($6.06M), AQR Capital Management LLC ($5.37M), Vanguard Group Inc. ($4.12M), Marshall Wace LLP ($2.89M), UBS Group AG ($2.80M), Qube Research & Technologies Ltd ($1.36M), and Invesco Ltd. ($1.34M).

Institutional investors have sold a total of 35,473,326 shares in the last 24 months. This volume of shares sold represents approximately $342.21M in transactions.


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This page (NASDAQ:WEN) was last updated on 5/11/2026 by MarketBeat.com Staff.
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