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Wendy's (WEN) Institutional Ownership

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$7.53 +0.17 (+2.31%)
Closing price 04:00 PM Eastern
Extended Trading
$7.54 +0.01 (+0.20%)
As of 05:37 PM 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)
246
Total
Institutional Inflows
(last 12 months)
$424.52M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$323.37M
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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
8/1/2026MGO One Seven LLC15,098$125K0.0%-14.6%0.008%
7/30/2026 Pictet Asset Management Holding SA22,159$184K0.0%-18.2%0.012%
7/30/2026 Chicago Partners Investment Group LLC10,964$91K0.0%N/A0.006%
7/28/2026 Kestra Private Wealth Services LLC40,720$338K0.0%N/A0.021%
7/27/2026 Cambridge Investment Research Advisors Inc.25,062$208K0.0%-12.8%0.013%
7/27/2026 Leonteq Securities AG182,872$1.52M0.1%-8.8%0.096%
7/27/2026 TD Waterhouse Canada Inc.82,939$741K0.0%+82.8%0.044%
7/10/2026 A&I Financial Services LLC108,882$903K0.4%+29.5%0.057%
7/9/2026 Vista Investment Partners LLC20,792$172K0.0%N/A0.011%
7/9/2026 Atlas Brown Inc.35,000$290K0.1%+16.7%0.018%
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7/7/2026 GAMMA Investing LLC8,889$74K0.0%-35.0%0.005%
7/2/2026 MassMutual Private Wealth & Trust FSB4,213$35K0.0%-27.4%0.002%
7/1/2026 PVG Asset Management Corp41,447$344K0.2%-17.9%0.022%
6/16/2026 PVG 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 Company 37,778$263K0.0%+10.3%0.020%
5/16/2026Quantinno Capital Management LP766,397$5.33M0.0%-19.5%0.402%
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%
5/8/2026Cassaday & Co Wealth Management LLC4,250$30K0.0%N/A0.002%
5/7/2026Dimensional Fund Advisors LP3,476,736$24.16M0.0%-11.9%1.825%
5/7/2026Parallel Advisors LLC14,951$104K0.0%-20.2%0.008%
5/5/2026Bank of New York Mellon Corp2,158,531$15.00M0.0%-2.6%1.133%
5/5/2026Illinois Municipal Retirement Fund87,227$606K0.0%-1.7%0.046%
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5/5/2026Sanctuary 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%
5/4/2026Principal 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%
5/1/2026Fifth Third Bancorp30,741$214K0.0%+702.8%0.016%
5/1/2026Barnett & 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%
4/29/2026R Squared Ltd12,620$88K0.0%N/A0.007%
4/28/2026Praxis Investment Management Inc.19,463$135K0.0%N/A0.010%
4/27/2026World 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%
4/22/2026Janney 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%
4/16/2026SG Americas Securities LLC50,001$348K0.0%-60.3%0.026%
4/16/2026Evolve 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%
2/23/2026Kera 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%
2/18/2026Evolve 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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
2/17/2026Russell 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%


WEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 452 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 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: 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 46,235,410 shares in the last 24 months. This purchase volume represents approximately $424.52M 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 34,718,617 shares in the last 24 months. This volume of shares sold represents approximately $323.37M in transactions.


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This page (NASDAQ:WEN) was last updated on 8/3/2026 by MarketBeat.com Staff.
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