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Wendy's (WEN) Institutional Ownership

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$6.13 -0.09 (-1.51%)
As of 11:56 AM Eastern
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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)
227
Total
Institutional Inflows
(last 12 months)
$631.59M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$244.91M
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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
10/8/2026Everhart Financial Group Inc.18,295$117K0.0%-12.7%0.010%
10/8/2026Vista Investment Partners LLC28,182$180K0.0%+35.5%0.015%
10/7/2026Venture 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%
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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%
9/8/2026Allworth Financial LP10,597$88K0.0%-11.1%0.006%
9/8/2026Waverly Advisors LLC15,374$127K0.0%-12.7%0.008%
9/8/2026Nykredit A S4,410$37K0.0%N/A0.002%
8/27/2026Corient Private Wealth LP110,277$914K0.0%+59.1%0.058%
8/26/2026Amundi40,301$334K0.0%+65.5%0.021%
8/26/2026HighTower Advisors LLC39,011$323K0.0%-22.7%0.020%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al10,700$89K0.0%N/A0.006%
8/24/2026First Eagle Investment Management LLC353,023$2.93M0.0%N/A0.185%
8/23/2026HB 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%
8/22/2026TD Waterhouse Canada Inc.82,939$741K0.0%+82.8%0.043%
8/21/2026Nykredit A S4,410$37K0.0%N/A0.002%
8/20/2026Cooper 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%
8/18/2026Kimelman & 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%
8/14/2026Cooper 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%
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8/13/2026Sanctuary Advisors LLC23,363$194K0.0%N/A0.012%
8/13/2026Connor 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%
8/12/2026Landscape Capital Management L.L.C.36,921$306K0.0%N/A0.019%
8/11/2026OneAscent Investment Solutions LLC11,184$93K0.1%N/A0.006%
8/11/2026Allworth Financial LP10,597$88K0.0%N/A0.006%
8/11/2026Vise Technologies Inc.15,583$129K0.0%N/A0.008%
8/7/2026Citizens Financial Group Inc. RI18,607$154K0.0%N/A0.010%
8/7/2026BlackRock Inc.26,314,724$218.15M0.0%+21.1%13.815%
8/7/2026Deutsche Bank AG189,018$1.57M0.0%+588.5%0.099%
8/7/2026Perigon Wealth Management LLC12,605$104K0.0%N/A0.007%
8/7/2026Covestor Ltd9,643$80K0.0%+21.7%0.005%
8/6/2026Global Retirement Partners LLC3,273$27K0.0%N/A0.002%
8/6/2026Bank of New York Mellon Corp2,280,217$18.90M0.0%+5.6%1.197%
8/6/2026Russell 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%
8/5/2026HighTower Advisors LLC39,011$323K0.0%-22.7%0.020%
8/5/2026PDS Planning Inc19,314$160K0.0%+42.1%0.010%
8/5/2026Janney Montgomery Scott LLC24,596$204K0.0%-68.7%0.013%
8/5/2026R Squared Ltd18,412$153K0.1%+45.9%0.010%
8/5/2026Caitong International Asset Management Co. Ltd366,309$3.04M0.4%+4,834.1%0.192%
8/4/2026Principal Financial Group Inc.772,710$6.41M0.0%+0.8%0.406%
8/4/2026Fox Run Management L.L.C.27,184$225K0.0%N/A0.014%
8/1/2026MGO One Seven LLC15,098$125K0.0%-14.6%0.008%
7/30/2026Pictet Asset Management Holding SA22,159$184K0.0%-18.2%0.012%
7/30/2026Chicago Partners Investment Group LLC10,964$91K0.0%N/A0.006%
7/28/2026Kestra Private Wealth Services LLC40,720$338K0.0%N/A0.021%
7/27/2026Cambridge Investment Research Advisors Inc.25,062$208K0.0%-12.8%0.013%
7/27/2026Leonteq Securities AG182,872$1.52M0.1%-8.8%0.096%
7/27/2026TD Waterhouse Canada Inc.82,939$741K0.0%+82.8%0.044%
7/10/2026A&I Financial Services LLC108,882$903K0.4%+29.5%0.057%
7/9/2026Vista Investment Partners LLC20,792$172K0.0%N/A0.011%
7/9/2026Atlas Brown Inc.35,000$290K0.1%+16.7%0.018%
7/7/2026GAMMA Investing LLC8,889$74K0.0%-35.0%0.005%
7/2/2026MassMutual Private Wealth & Trust FSB4,213$35K0.0%-27.4%0.002%
7/1/2026PVG Asset Management Corp41,447$344K0.2%-17.9%0.022%
6/16/2026PVG Asset Management Corp50,457$349K0.2%N/A0.026%
6/16/2026Empowered Funds LLC76,790$534K0.0%+23.2%0.040%
5/21/2026Essential Partners LLC15,673$109K0.0%-75.1%0.008%
5/19/2026Bank of America Corp DE4,493,752$31.23M0.0%+5.6%2.359%
5/19/2026Janus Henderson Group PLC927,506$6.45M0.0%+5.5%0.487%
5/19/2026Bull Harbor Capital LLC10,787$75K0.0%N/A0.006%
5/18/2026Amundi24,353$169K0.0%-54.2%0.013%
5/18/2026California State Teachers Retirement System182,960$1.27M0.0%+23.4%0.096%
5/18/2026Royal Bank of Canada251,850$1.75M0.0%-47.4%0.132%
5/18/2026Empowered Funds LLC76,790$534K0.0%+23.2%0.040%
5/16/2026The Manufacturers Life Insurance Company37,778$263K0.0%+10.3%0.020%
5/16/2026Quantinno Capital Management LP766,397$5.33M0.0%-19.5%0.402%
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5/16/2026SummitTX Capital L.P.331,076$2.30M0.1%-15.7%0.174%
5/15/2026Waverly Advisors LLC17,602$122K0.0%-9.8%0.009%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund3,750,000$26.06M0.0%N/A1.969%
5/14/2026Renaissance Technologies LLC2,340,282$16.27M0.0%+2,612.4%1.229%
5/14/2026Arrowstreet Capital Limited Partnership4,040,382$28.08M0.0%-5.8%2.121%
5/14/2026Bank of Nova Scotia229,402$1.59M0.0%+20.6%0.120%
5/14/2026Sei Investments Co.218,643$1.52M0.0%+48.4%0.115%
5/13/2026Cetera Investment Advisers69,476$483K0.0%-10.0%0.036%
5/13/2026First Trust Advisors LP348,246$2.42M0.0%-46.6%0.183%
5/8/2026PNC Financial Services Group Inc.12,458$87K0.0%-59.0%0.007%


WEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 455 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 State Street Corp ($54.44M).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 385 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 76,220,995 shares in the last 24 months. This purchase volume represents approximately $631.59M in transactions.

Of the 126 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 27,959,649 shares in the last 24 months. This volume of shares sold represents approximately $244.91M in transactions.


Related Companies

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 10/8/2026. New 13F filings are added each quarter as they're published.
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