Wendy's (WEN) Institutional Ownership

$8.76 -0.18 (-1.96%)

As of 10:48 AM Eastern

Current Institutional Ownership Percentage: 85.96%
Number of Institutional Buyers (last 12 months): 228
Total Institutional Inflows (last 12 months): $620.27M

Number of Institutional Sellers (last 12 months): 121
Total Institutional Outflows (last 12 months): $246.37M

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WEN Institutional Buying and Selling by Quarter

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
8/20/2026	Ancora Advisors LLC	43,300	$359K	0.0%	N/A	0.023%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	481,357	$3.99M	0.0%	-9.8%	0.252%
8/18/2026	Kimelman & Baird LLC	50,355	$417K	0.0%	N/A	0.026%
8/18/2026	Empowered Funds LLC	90,499	$750K	0.0%	N/A	0.047%
8/18/2026	United Capital Financial Advisors LLC	16,403	$136K	0.0%	N/A	0.009%
8/17/2026	Corient Private Wealth LP	110,877	$919K	0.0%	N/A	0.058%
8/17/2026	Ausdal Financial Partners Inc.	12,440	$103K	0.0%	N/A	0.007%
8/17/2026	Bank of America Corp DE	1,263,315	$10.47M	0.0%	N/A	0.663%
8/15/2026	Jupiter Topco LLC	1,529,010	$12.68M	0.0%	N/A	0.802%
8/14/2026	Ancora Advisors LLC	43,300	$359K	0.0%	N/A	0.023%
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8/14/2026	Cooper Haims Advisors LLC	15,000	$124K	0.1%	N/A	0.008%
8/14/2026	Legal & General Group Plc	414,356	$3.44M	0.0%	N/A	0.217%
8/14/2026	The Manufacturers Life Insurance Company	86,902	$720K	0.0%	N/A	0.046%
8/14/2026	Fiduciary Financial Advisors	28,815	$239K	0.0%	N/A	0.015%
8/13/2026	Sanctuary Advisors LLC	23,363	$194K	0.0%	N/A	0.012%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	1,667,124	$13.82M	0.0%	N/A	0.874%
8/13/2026	Bank of Nova Scotia	131,213	$1.09M	0.0%	N/A	0.069%
8/12/2026	Trian Fund Management L.P.	30,468,434	$252.58M	6.0%	N/A	15.980%
8/12/2026	Quantbot Technologies LP	160,131	$1.33M	0.1%	N/A	0.084%
8/12/2026	Landscape Capital Management L.L.C.	36,921	$306K	0.0%	N/A	0.019%
8/11/2026	OneAscent Investment Solutions LLC	11,184	$93K	0.1%	N/A	0.006%
8/11/2026	Allworth Financial LP	10,597	$88K	0.0%	N/A	0.006%
8/11/2026	Vise Technologies Inc.	15,583	$129K	0.0%	N/A	0.008%
8/7/2026	Citizens Financial Group Inc. RI	18,607	$154K	0.0%	N/A	0.010%
8/7/2026	BlackRock Inc.	26,314,724	$218.15M	0.0%	+21.1%	13.815%
8/7/2026	Deutsche Bank AG	189,018	$1.57M	0.0%	+588.5%	0.099%
8/7/2026	Perigon Wealth Management LLC	12,605	$104K	0.0%	N/A	0.007%
8/7/2026	Covestor Ltd	9,643	$80K	0.0%	+21.7%	0.005%
8/6/2026	Global Retirement Partners LLC	3,273	$27K	0.0%	N/A	0.002%
8/6/2026	Bank of New York Mellon Corp	2,280,217	$18.90M	0.0%	+5.6%	1.197%
8/6/2026	Russell Investments Group Ltd.	65,386	$542K	0.0%	+56.8%	0.034%
8/6/2026	Mitsubishi UFJ Trust & Banking Corp	71,378	$592K	0.0%	+128.7%	0.037%
8/5/2026	HighTower Advisors LLC	39,011	$323K	0.0%	-22.7%	0.020%
8/5/2026	PDS Planning Inc	19,314	$160K	0.0%	+42.1%	0.010%
8/5/2026	Janney Montgomery Scott LLC	24,596	$204K	0.0%	-68.7%	0.013%
8/5/2026	R Squared Ltd	18,412	$153K	0.1%	+45.9%	0.010%
8/5/2026	Caitong International Asset Management Co. Ltd	366,309	$3.04M	0.4%	+4,834.1%	0.192%
8/4/2026	Principal Financial Group Inc.	772,710	$6.41M	0.0%	+0.8%	0.406%
8/4/2026	Fox Run Management L.L.C.	27,184	$225K	0.0%	N/A	0.014%
8/1/2026	MGO One Seven LLC	15,098	$125K	0.0%	-14.6%	0.008%
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7/30/2026	Pictet Asset Management Holding SA	22,159	$184K	0.0%	-18.2%	0.012%
7/30/2026	Chicago Partners Investment Group LLC	10,964	$91K	0.0%	N/A	0.006%
7/28/2026	Kestra Private Wealth Services LLC	40,720	$338K	0.0%	N/A	0.021%
7/27/2026	Cambridge Investment Research Advisors Inc.	25,062	$208K	0.0%	-12.8%	0.013%
7/27/2026	Leonteq Securities AG	182,872	$1.52M	0.1%	-8.8%	0.096%
7/27/2026	TD Waterhouse Canada Inc.	82,939	$741K	0.0%	+82.8%	0.044%
7/10/2026	A&I Financial Services LLC	108,882	$903K	0.4%	+29.5%	0.057%
7/9/2026	Vista Investment Partners LLC	20,792	$172K	0.0%	N/A	0.011%
7/9/2026	Atlas Brown Inc.	35,000	$290K	0.1%	+16.7%	0.018%
7/7/2026	GAMMA Investing LLC	8,889	$74K	0.0%	-35.0%	0.005%
7/2/2026	MassMutual Private Wealth & Trust FSB	4,213	$35K	0.0%	-27.4%	0.002%
7/1/2026	PVG Asset Management Corp	41,447	$344K	0.2%	-17.9%	0.022%
6/16/2026	PVG Asset Management Corp	50,457	$349K	0.2%	N/A	0.026%
6/16/2026	Empowered Funds LLC	76,790	$534K	0.0%	+23.2%	0.040%
5/21/2026	Essential Partners LLC	15,673	$109K	0.0%	-75.1%	0.008%
5/19/2026	Bank of America Corp DE	4,493,752	$31.23M	0.0%	+5.6%	2.359%
5/19/2026	Janus Henderson Group PLC	927,506	$6.45M	0.0%	+5.5%	0.487%
5/19/2026	Bull Harbor Capital LLC	10,787	$75K	0.0%	N/A	0.006%
5/18/2026	Amundi	24,353	$169K	0.0%	-54.2%	0.013%
5/18/2026	California State Teachers Retirement System	182,960	$1.27M	0.0%	+23.4%	0.096%
5/18/2026	Royal Bank of Canada	251,850	$1.75M	0.0%	-47.4%	0.132%
5/18/2026	Empowered Funds LLC	76,790	$534K	0.0%	+23.2%	0.040%
5/16/2026	The Manufacturers Life Insurance Company	37,778	$263K	0.0%	+10.3%	0.020%
5/16/2026	Quantinno Capital Management LP	766,397	$5.33M	0.0%	-19.5%	0.402%
5/16/2026	SummitTX Capital L.P.	331,076	$2.30M	0.1%	-15.7%	0.174%
5/15/2026	Waverly Advisors LLC	17,602	$122K	0.0%	-9.8%	0.009%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	3,750,000	$26.06M	0.0%	N/A	1.969%
5/14/2026	Renaissance Technologies LLC	2,340,282	$16.27M	0.0%	+2,612.4%	1.229%
5/14/2026	Arrowstreet Capital Limited Partnership	4,040,382	$28.08M	0.0%	-5.8%	2.121%
5/14/2026	Bank of Nova Scotia	229,402	$1.59M	0.0%	+20.6%	0.120%
5/14/2026	Sei Investments Co.	218,643	$1.52M	0.0%	+48.4%	0.115%
5/13/2026	Cetera Investment Advisers	69,476	$483K	0.0%	-10.0%	0.036%
5/13/2026	First Trust Advisors LP	348,246	$2.42M	0.0%	-46.6%	0.183%
5/8/2026	PNC Financial Services Group Inc.	12,458	$87K	0.0%	-59.0%	0.007%
5/8/2026	Cassaday & Co Wealth Management LLC	4,250	$30K	0.0%	N/A	0.002%
5/7/2026	Dimensional Fund Advisors LP	3,476,736	$24.16M	0.0%	-11.9%	1.825%
5/7/2026	Parallel Advisors LLC	14,951	$104K	0.0%	-20.2%	0.008%
5/5/2026	Bank of New York Mellon Corp	2,158,531	$15.00M	0.0%	-2.6%	1.133%
5/5/2026	Illinois Municipal Retirement Fund	87,227	$606K	0.0%	-1.7%	0.046%
5/5/2026	Sanctuary Advisors LLC	17,753	$123K	0.0%	-14.0%	0.009%
5/4/2026	Legacy Capital Group California Inc.	61,686	$429K	0.2%	-9.9%	0.032%
5/4/2026	Principal Financial Group Inc.	766,351	$5.33M	0.0%	+2.1%	0.402%
5/2/2026	International Assets Investment Management LLC	61,425	$424K	0.0%	+18.0%	0.032%
5/1/2026	Fifth Third Bancorp	30,741	$214K	0.0%	+702.8%	0.016%
5/1/2026	Barnett & Company Inc.	16,600	$115K	0.1%	+10.7%	0.009%
5/1/2026	Sequoia Financial Advisors LLC	63,183	$439K	0.0%	+9.2%	0.033%
4/30/2026	Kestra Advisory Services LLC	15,053	$105K	0.0%	+40.3%	0.008%
4/30/2026	Frank Rimerman Advisors LLC	32,973	$229K	0.0%	N/A	0.017%
4/29/2026	R Squared Ltd	12,620	$88K	0.0%	N/A	0.007%
4/28/2026	Praxis Investment Management Inc.	19,463	$135K	0.0%	N/A	0.010%
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4/27/2026	World Investment Advisors	22,099	$154K	0.0%	-54.3%	0.012%
4/27/2026	New York State Teachers Retirement System	204,348	$1.42M	0.0%	+1.0%	0.107%
4/27/2026	Leonteq Securities AG	200,532	$1.39M	0.1%	+112.7%	0.105%
4/27/2026	Sound Income Strategies LLC	771,376	$5.32M	0.3%	+1.5%	0.405%
4/23/2026	SJS Investment Consulting Inc.	4,602	$32K	0.0%	N/A	0.002%
4/23/2026	North Star Investment Management Corp.	12,967	$90K	0.0%	-18.8%	0.007%
4/22/2026	Patriot Financial Group Insurance Agency LLC	29,766	$207K	0.0%	+65.1%	0.016%
4/22/2026	Janney Montgomery Scott LLC	78,670	$547K	0.0%	+6.2%	0.041%
4/22/2026	Sterling Capital Management LLC	3,534	$25K	0.0%	-39.5%	0.002%
4/21/2026	Louisiana State Employees Retirement System	70,100	$487K	0.0%	N/A	0.037%

WEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 453 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 383 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 74,775,763 shares in the last 24 months. This purchase volume represents approximately $620.27M in transactions.

Of the 121 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 28,008,473 shares in the last 24 months. This volume of shares sold represents approximately $246.37M 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 8/20/2026. New 13F filings are added each quarter as they're published.

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Wendy's (WEN) Institutional Ownership

WEN Institutional Buying and Selling by Quarter

Wendy's Major Shareholders & Ownership History

WEN Institutional Ownership - Frequently Asked Questions

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Wendy's (WEN) Institutional Ownership

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

WEN Institutional Buying and Selling by Quarter

Wendy's Major Shareholders & Ownership History

WEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEN shares?

What percentage of Wendy's' stock is owned by institutional investors?

Which institutional investors have been buying Wendy's' stock?

How much institutional buying is happening at Wendy's?

Which of Wendy's' major shareholders have been selling company stock?

How much institutional selling is happening at Wendy's?

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