Free Trial

Wendy's (WEN) Institutional Ownership

Wendy's logo
$7.70 +0.20 (+2.67%)
Closing price 05/29/2026 04:00 PM Eastern
Extended Trading
$7.70 0.00 (0.00%)
As of 05/29/2026 07:58 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.

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

Current
Institutional Ownership
Percentage
85.96%
Number of
Institutional Buyers
(last 12 months)
267
Total
Institutional Inflows
(last 12 months)
$432.45M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$326.61M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026 Essential Partners LLC15,673$109K0.0%-75.1%0.008%
5/19/2026 Bank of America Corp DE4,493,752$31.23M0.0%+5.6%2.359%
5/19/2026 Janus Henderson Group PLC927,506$6.45M0.0%+5.5%0.487%
5/19/2026 Bull Harbor Capital LLC10,787$75K0.0%N/A0.006%
5/18/2026 Amundi24,353$169K0.0%-54.2%0.013%
5/18/2026 California State Teachers Retirement System182,960$1.27M0.0%+23.4%0.096%
5/18/2026 Royal Bank of Canada251,850$1.75M0.0%-47.4%0.132%
5/18/2026 Empowered Funds LLC76,790$534K0.0%+23.2%0.040%
5/16/2026 The Manufacturers Life Insurance Company 37,778$263K0.0%+10.3%0.020%
5/16/2026 Quantinno Capital Management LP766,397$5.33M0.0%-19.5%0.402%
5/16/2026 SummitTX Capital L.P.331,076$2.30M0.1%-15.7%0.174%
5/15/2026 Waverly Advisors LLC17,602$122K0.0%-9.8%0.009%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund3,750,000$26.06M0.0%N/A1.969%
5/14/2026 Renaissance Technologies LLC2,340,282$16.27M0.0%+2,612.4%1.229%
5/14/2026 Arrowstreet Capital Limited Partnership4,040,382$28.08M0.0%-5.8%2.121%
5/14/2026 Bank of Nova Scotia229,402$1.59M0.0%+20.6%0.120%
5/14/2026 Sei Investments Co.218,643$1.52M0.0%+48.4%0.115%
5/13/2026 Cetera Investment Advisers69,476$483K0.0%-10.0%0.036%
5/13/2026 First Trust Advisors LP348,246$2.42M0.0%-46.6%0.183%
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%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk's fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker.tc pixel

Watch the free video to get the ticker today.
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%
3/17/2026 Rockefeller Capital Management L.P.10,580$88K0.0%+23.4%0.006%
3/9/2026 Corient Private Wealth LLC70,927$591K0.0%+33.6%0.037%
3/2/2026 NCM Capital Management LLC31,534$263K0.1%-11.7%0.017%
2/26/2026 Alpine Global Management LLC21,556$180K0.0%N/A0.011%
2/23/2026 Kera Capital Partners Inc.11,855$92K0.0%N/A0.006%
2/23/2026 Virtu Financial LLC37,663$314K0.0%N/A0.020%
2/19/2026 Invesco Ltd.1,083,789$9.03M0.0%+22.5%0.569%
2/19/2026 Corient Private Wealth LLC46,934$391K0.0%-11.6%0.025%
2/18/2026 Mercer Global Advisors Inc. ADV98,911$824K0.0%+20.4%0.052%
2/18/2026 State of Tennessee Department of Treasury35,874$279K0.0%N/A0.019%
2/18/2026 EP Wealth Advisors LLC16,256$135K0.0%N/A0.009%
2/18/2026 NewEdge Advisors LLC12,898$107K0.0%+14.6%0.007%
2/18/2026 Empowered Funds LLC62,352$519K0.0%+9.3%0.033%
2/18/2026 XTX Topco Ltd22,729$189K0.0%-64.1%0.012%
2/18/2026 SummitTX Capital L.P.392,948$3.27M0.1%+49.4%0.206%
2/18/2026 Occudo Quantitative Strategies LP95,046$792K0.1%N/A0.050%
2/18/2026 Janus Henderson Group PLC879,497$7.33M0.0%+342.2%0.462%
2/18/2026 Gotham 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%
2/18/2026 Boothbay Fund Management LLC27,093$226K0.0%-13.9%0.014%
2/18/2026 Align Financial LLC6,248$52K0.0%N/A0.003%
2/17/2026 Guggenheim Capital LLC217,258$1.81M0.0%+4.1%0.114%
2/17/2026 Schonfeld Strategic Advisors LLC697,655$5.81M0.0%N/A0.367%
2/17/2026 AQR Capital Management LLC11,705,610$97.51M0.1%+38.1%6.150%
2/17/2026 Trian Fund Management L.P.30,440,318$253.57M6.4%+0.0%15.993%
2/17/2026 Cetera Investment Advisers77,230$643K0.0%+18.4%0.041%
2/17/2026 Jain Global LLC49,272$410K0.0%N/A0.026%
2/17/2026 Amundi53,159$443K0.0%N/A0.028%
2/17/2026 Jump Financial LLC90,346$753K0.0%-3.9%0.047%
2/17/2026 Price T Rowe Associates Inc. MD166,902$1.39M0.0%+11.2%0.088%
2/17/2026 Osaic Holdings Inc.39,546$329K0.0%-37.5%0.021%
2/17/2026 Advisory 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%
2/17/2026 Atom Investors LP177,565$1.48M0.1%+182.4%0.093%
2/17/2026 State of Wisconsin Investment Board80,778$673K0.0%-32.0%0.042%
2/17/2026 Captrust Financial Advisors144,561$1.20M0.0%+28.6%0.076%
2/17/2026 &PARTNERS18,556$155K0.0%N/A0.010%
2/17/2026 ExodusPoint Capital Management LP115,039$958K0.0%+147.2%0.060%
2/17/2026Militia Capital Partners LP18,000$150K0.1%N/A0.009%
2/17/2026 Aster Capital Management DIFC Ltd11,603$97K0.0%-27.3%0.006%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk's fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker.tc pixel

Watch the free video to get the ticker today.
2/17/2026 71 West Capital Partners16,761$140K0.0%N/A0.009%
2/16/2026 Verition Fund Management LLC346,485$2.89M0.0%-26.6%0.182%
2/16/2026 PEAK6 LLC91,334$761K0.0%+354.4%0.048%
2/16/2026 Sargent Investment Group LLC10,295$86K0.0%N/A0.005%
2/16/2026 Mariner LLC163,458$1.36M0.0%+45.6%0.086%
2/16/2026 Focus Partners Wealth712,052$5.94M0.0%+1,004.5%0.374%
2/16/2026 Arax Advisory Partners3,254$27K0.0%-98.6%0.002%
2/16/2026 Barclays PLC116,152$968K0.0%-114.6%0.061%
2/16/2026 Aigen Investment Management LP12,662$105K0.0%N/A0.007%
2/13/2026 Marshall Wace LLP1,136,992$9.47M0.0%-71.8%0.597%


WEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 458 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 390 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), Healthcare of Ontario Pension Plan Trust Fund ($3.84M), Wells Fargo & Company MN ($3.05M), Renaissance Technologies LLC ($2.39M), and Cubist Systematic Strategies LLC ($2.18M).

Institutional investors have bought a total of 46,849,220 shares in the last 24 months. This purchase volume represents approximately $432.45M in transactions.

Of the 137 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 34,990,336 shares in the last 24 months. This volume of shares sold represents approximately $326.61M in transactions.



This page (NASDAQ:WEN) was last updated on 5/31/2026 by MarketBeat.com Staff.
From Our Partners