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Wendy's (WEN) Institutional Ownership

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$8.28 +0.10 (+1.22%)
Closing price 04:00 PM Eastern
Extended Trading
$8.26 -0.02 (-0.30%)
As of 05:37 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)
213
Total
Institutional Inflows
(last 12 months)
$587.29M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$169.08M
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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
11/13/2026State Board of Administration of Florida Retirement System49,797$318K0.0%-4.1%0.026%
11/12/2026AlphaGrep UK Ltd21,826$139K0.0%+93.3%0.011%
11/12/2026First Trust Advisors LP320,621$2.05M0.0%-24.7%0.168%
11/12/2026State Street Corp6,630,763$42.30M0.0%+1.0%3.467%
11/11/2026 Advisors Asset Management Inc.529,528$3.38M0.0%N/A0.278%
11/10/2026 Frisch Financial Group Inc.18,300$117K0.0%N/A0.010%
11/10/2026 Public Sector Pension Investment Board545,891$3.47M0.0%+0.7%0.286%
11/10/2026 Global Retirement Partners LLC5,636$36K0.0%+72.2%0.003%
11/10/2026 First Eagle Investment Management LLC1,429,508$9.12M0.0%+304.9%0.750%
11/10/2026 HighTower Advisors LLC23,228$148K0.0%-40.5%0.012%
11/10/2026 Boyar Asset Management Inc.22,167$141K0.1%-9.6%0.012%
11/9/2026 Bessemer Group Inc.382,977$2.44M0.0%+0.7%0.201%
11/9/2026 Hantz Financial Services Inc.23,758$152K0.0%-5.1%0.012%
11/6/2026 Russell Investments Group Ltd.50,608$323K0.0%-22.6%0.027%
11/5/2026 Maryland State Retirement & Pension System35,159$224K0.0%+55.1%0.018%
11/5/2026 Pavion Blue Capital LLC10,000$64K0.0%N/A0.005%
11/5/2026 Illinois Municipal Retirement Fund90,132$575K0.0%-7.7%0.047%
11/5/2026 AMG National Trust Bank24,261$155K0.0%N/A0.013%
11/5/2026 Lido Advisors LLC14,760$94K0.0%N/A0.008%
11/4/2026 Fulcrum Asset Management LLP43,329$283K0.0%N/A0.023%
11/3/2026 StoneX Group Inc.19,877$127K0.0%N/A0.010%
11/3/2026 Pictet Asset Management Holding SA16,102$103K0.0%-27.3%0.008%
11/3/2026 Parallel Advisors LLC10,785$69K0.0%-38.7%0.006%
11/3/2026 CenterBook Partners LP1,268,927$8.10M0.4%+496.4%0.666%
11/2/2026 Kestra Advisory Services LLC20,635$132K0.0%+39.4%0.011%
11/2/2026 Commonwealth Equity Services LLC235,125$1.50M0.0%+12.0%0.123%
10/31/2026 Chicago Partners Investment Group LLC17,458$109K0.0%+59.2%0.009%
10/29/2026 Mirae Asset Global Investments Co. Ltd.152,638$974K0.0%N/A0.080%
10/29/2026 Vise Technologies Inc.22,762$145K0.0%+46.1%0.012%
10/28/2026 International Assets Investment Management LLC145,000$925K0.0%+109.8%0.076%
10/28/2026 Pinnacle Wealth Planning Services Inc.16,124$103K0.0%+144.5%0.000%
10/26/2026 Sage Investment Counsel LLC21,500$137K0.1%N/A0.011%
10/24/2026 Probity Advisors Inc.39,790$254K0.0%-16.3%0.021%
10/23/2026 Signaturefd LLC15,374$98K0.0%-16.7%0.008%
10/23/2026 Citizens Financial Group Inc. RI15,055$96K0.0%-19.1%0.008%
10/23/2026 Evergreen Capital Management LLC31,632$202K0.0%-39.4%0.017%
10/23/2026 Sterling Capital Management LLC5,245$33K0.0%+630.5%0.003%
10/21/2026 Nisa Investment Advisors LLC77,879$497K0.0%+217.9%0.041%
10/15/2026 State of Alaska Department of Revenue27,004$172K0.0%-57.5%0.014%
10/10/2026 Atlas Brown Inc.45,000$287K0.1%+28.6%0.024%
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10/9/2026 Sound Income Strategies LLC13,938$87K0.0%-98.2%0.007%
10/8/2026 Everhart Financial Group Inc.18,295$117K0.0%-12.7%0.010%
10/8/2026 Vista Investment Partners LLC28,182$180K0.0%+35.5%0.015%
10/7/2026 Venture Visionary Partners LLC15,956$102K0.0%-95.1%0.008%
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%
9/8/2026 Allworth Financial LP10,597$88K0.0%-11.1%0.006%
9/8/2026Waverly Advisors LLC15,374$127K0.0%-12.7%0.008%
9/8/2026 Nykredit A S4,410$37K0.0%N/A0.002%
8/27/2026Corient 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%
8/23/2026 HB 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%
8/22/2026 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%
8/20/2026Ancora 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%
8/18/2026 Kimelman & 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%
8/14/2026 Cooper 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%
8/13/2026 Connor 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%
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%
8/12/2026 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%
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8/7/2026 Citizens Financial Group Inc. RI18,607$154K0.0%N/A0.010%
8/7/2026BlackRock Inc.26,314,724$218.15M0.0%+21.1%13.815%
8/7/2026 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%
8/6/2026Mitsubishi UFJ Trust & Banking Corp71,378$592K0.0%+128.7%0.037%
8/5/2026 HighTower Advisors LLC39,011$323K0.0%-22.7%0.020%


WEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 449 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 380 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 72,375,262 shares in the last 24 months. This purchase volume represents approximately $587.29M in transactions.

Of the 114 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), Marshall Wace LLP ($2.89M), JPMorgan Chase & Co. ($1.82M), Vanguard Group Inc. ($1.46M), Dimensional Fund Advisors LP ($797.56K), Sound Income Strategies LLC ($797.50K), and Qube Research & Technologies Ltd ($783.12K).

Institutional investors have sold a total of 19,986,650 shares in the last 24 months. This volume of shares sold represents approximately $169.08M 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 11/13/2026. New 13F filings are added each quarter as they're published.
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