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Wendy's (WEN) Institutional Ownership

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$12.79 -0.10 (-0.78%)
Closing price 04/11/2025 04:00 PM Eastern
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$12.80 +0.01 (+0.04%)
As of 04/11/2025 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 Polygon.io. 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)
230
Total
Institutional Inflows
(last 12 months)
$564.95M
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$442.18M
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WEN Institutional Buying and Selling by Quarter

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Wendy's Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2025 Sendero Wealth Management LLC12,007$176K0.0%N/A0.006%
4/10/2025 Viking Fund Management LLC8,000$117K0.0%+60.0%0.004%
4/9/2025 Merit Financial Group LLC76,235$1.12M0.0%+168.1%0.038%
4/9/2025 Gradient Investments LLC787,890$11.53M0.2%+2.0%0.393%
4/8/2025 Rhumbline Advisers700,472$10.25M0.0%+20.1%0.349%
4/7/2025 GAMMA Investing LLC62,412$913K0.0%+2,695.0%0.031%
4/3/2025 Versant Capital Management Inc23,809$348K0.1%+1,294.0%0.012%
4/1/2025 Cullen Investment Group LTD.38,058$557K0.1%-11.2%0.019%
3/18/2025California State Teachers Retirement System161,645$2.64M0.0%-2.0%0.081%
3/17/2025Wealth Enhancement Advisory Services LLC279,041$4.55M0.0%+85.5%0.139%
3/17/2025NorthCrest Asset Manangement LLC11,272$184K0.0%N/A0.006%
3/10/2025Mattson Financial Services LLC50,623$887K0.3%-22.4%0.025%
3/5/2025Probity Advisors Inc.14,253$232K0.0%+21.9%0.007%
2/25/2025Shufro Rose & Co. LLC52,834$861K0.1%-26.6%0.026%
2/19/2025Public Employees Retirement System of Ohio62,621$1.02M0.0%-4.9%0.031%
2/18/2025Neo Ivy Capital Management228,432$3.72M0.7%N/A0.112%
2/18/2025Vise Technologies Inc.10,469$171K0.0%N/A0.005%
2/18/2025Focus Partners Advisor Solutions LLC10,194$166K0.0%-56.9%0.005%
2/18/2025Continuum Advisory LLC3,242$53K0.0%-32.4%0.002%
2/18/2025PharVision Advisers LLC32,507$530K0.4%N/A0.016%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC628,013$10.24M0.0%+13.0%0.308%
2/17/2025Voloridge Investment Management LLC10,633$173K0.0%N/A0.005%
2/17/2025iSAM Funds UK Ltd13,548$221K0.2%N/A0.007%
2/17/2025Trian Fund Management L.P.30,525,029$497.56M12.8%+0.0%14.974%
2/17/2025Two Sigma Advisers LP424,605$6.92M0.0%-59.4%0.208%
2/17/2025Two Sigma Investments LP923,115$15.05M0.0%-57.0%0.453%
2/17/2025Tidal Investments LLC15,403$251K0.0%+52.0%0.008%
2/17/2025Teza Capital Management LLC52,750$860K0.1%N/A0.026%
2/17/2025True Wealth Design LLC1,682$27K0.0%-71.0%0.001%
2/17/2025State of Wyoming12,197$199K0.0%-23.6%0.006%
2/17/2025Royal Bank of Canada2,399,675$39.11M0.0%-7.8%1.177%
2/17/2025Point72 Asset Management L.P.2,959,439$48.24M0.1%-54.1%1.452%
2/17/2025Point72 Hong Kong Ltd31,180$508K0.0%+4,354.3%0.015%
2/17/2025Quantinno Capital Management LP297,187$4.84M0.0%+170.8%0.146%
2/17/2025Man Group plc284,880$4.64M0.0%N/A0.140%
2/17/2025Nomura Holdings Inc.22,720$370K0.0%N/A0.011%
2/17/2025Nuveen Asset Management LLC801,536$13.07M0.0%+46.5%0.393%
2/17/2025Occudo Quantitative Strategies LP13,185$215K0.0%N/A0.006%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.676,493$11.03M0.0%+5.3%0.332%
2/17/2025Lazard Asset Management LLC8,198$133K0.0%-42.2%0.004%
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2/17/2025Janus Henderson Group PLC3,133,832$51.08M0.0%+3.0%1.537%
2/17/2025Gotham Asset Management LLC347,408$5.66M0.1%+282.6%0.170%
2/17/2025Graham Capital Management L.P.87,199$1.42M0.0%-29.3%0.043%
2/17/2025Focus Partners Wealth58,818$966K0.0%+60.2%0.029%
2/17/2025FORA Capital LLC13,002$212K0.0%-51.0%0.006%
2/17/2025Deutsche Bank AG39,072$637K0.0%+9.9%0.019%
2/17/2025Dean Capital Management61,257$998K0.4%-56.8%0.030%
2/17/2025Colonial Trust Co SC1,898$31K0.0%N/A0.001%
2/17/2025Crestline Management LP18,631$304K0.0%-53.6%0.009%
2/17/2025Cubist Systematic Strategies LLC1,568,348$25.56M0.2%+3,249.7%0.769%
2/17/2025Cetera Investment Advisers41,507$677K0.0%+6.6%0.020%
2/17/2025Centiva Capital LP236,318$3.85M0.1%+444.3%0.116%
2/17/2025Brevan Howard Capital Management LP27,967$456K0.0%+115.4%0.014%
2/17/2025Captrust Financial Advisors135,300$2.21M0.0%-3.0%0.066%
2/17/2025BW Gestao de Investimentos Ltda.69,000$1.13M0.0%N/A0.034%
2/17/2025Ameriprise Financial Inc.217,638$3.55M0.0%+2.9%0.107%
2/14/2025Mercer Global Advisors Inc. ADV52,429$855K0.0%+4.7%0.026%
2/14/2025Freestone Grove Partners LP38,164$622K0.0%N/A0.019%
2/14/2025Comerica Bank36,502$595K0.0%-5.7%0.018%
2/14/2025Schonfeld Strategic Advisors LLC94,322$1.54M0.0%+127.7%0.046%
2/14/2025AQR Capital Management LLC10,421,114$169.86M0.2%-6.3%5.112%
2/14/2025Lido Advisors LLC17,089$279K0.0%N/A0.008%
2/14/2025Northern Trust Corp1,575,420$25.68M0.0%+24.3%0.773%
2/14/2025The Manufacturers Life Insurance Company 138,958$2.27M0.0%-2.2%0.068%
2/14/2025Quarry LP10,973$179K0.0%N/A0.005%
2/14/2025Prosperity Consulting Group LLC17,074$278K0.0%-49.9%0.008%
2/14/2025Aquatic Capital Management LLC110,326$1.80M0.0%-16.2%0.054%
2/14/2025Boothbay Fund Management LLC84,014$1.37M0.0%N/A0.041%
2/14/2025Nebula Research & Development LLC174,277$2.84M0.3%N/A0.085%
2/14/2025Kovitz Investment Group Partners LLC263,767$4.30M0.0%+1,636.2%0.129%
2/14/2025Voya Investment Management LLC843,645$13.75M0.0%-2.0%0.414%
2/14/2025Integrated Wealth Concepts LLC14,260$232K0.0%N/A0.007%
2/14/2025Price T Rowe Associates Inc. MD130,320$2.13M0.0%-27.3%0.064%
2/14/2025Dark Forest Capital Management LP17,947$293K0.0%N/A0.009%
2/14/2025State of Tennessee Department of Treasury77,805$1.27M0.0%+55.6%0.038%
2/14/2025Tower Research Capital LLC TRC 13,821$225K0.0%+88.3%0.007%
2/14/2025Teachers Retirement System of The State of Kentucky56,591$923K0.0%-2.1%0.028%
2/14/2025MetLife Investment Management LLC100,284$1.64M0.0%+8.8%0.049%
2/14/2025Dimensional Fund Advisors LP4,033,560$65.75M0.0%+1.1%1.979%
2/14/2025First Trust Advisors LP525,528$8.57M0.0%+5.4%0.258%
2/13/2025CANADA LIFE ASSURANCE Co147,262$2.40M0.0%+1.8%0.072%
2/13/2025Dean Investment Associates LLC90,821$1.48M0.2%-60.3%0.045%
2/13/2025Canada Pension Plan Investment Board30,100$491K0.0%-50.4%0.015%
2/13/2025Farringdon Capital Ltd.18,622$304K0.1%N/A0.009%
2/13/2025NewEdge Advisors LLC13,354$218K0.0%+5,096.1%0.007%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.13,000$212K0.0%N/A0.006%
2/13/2025Gabelli Funds LLC110,000$1.79M0.0%-2.7%0.054%
2/13/2025Jump Financial LLC13,271$216K0.0%N/A0.007%
2/13/2025Guggenheim Capital LLC195,372$3.19M0.0%+6.4%0.096%
2/13/2025Mariner LLC31,070$506K0.0%+62.2%0.015%
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2/13/2025Barclays PLC253,256$4.13M0.0%+371.1%0.124%
2/13/2025Summit Investment Advisors Inc.34,297$559K0.5%-3.0%0.017%
2/13/2025Sterling Capital Management LLC6,625$108K0.0%+35.7%0.003%
2/13/2025Quinn Opportunity Partners LLC44,000$717K0.0%N/A0.022%
2/13/2025Raymond James Financial Inc.50,534$824K0.0%N/A0.025%
2/13/2025Advisory Services Network LLC26,816$437K0.0%N/A0.013%
2/13/2025Renaissance Technologies LLC54,352$886K0.0%N/A0.027%
2/13/2025Bank of Nova Scotia237,979$3.88M0.0%+1,072.8%0.117%
2/13/2025Legal & General Group Plc291,896$4.76M0.0%-3.3%0.143%
2/13/2025Invesco Ltd.1,882,829$30.69M0.0%+296.1%0.924%
(Data available from 1/1/2016 forward)

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WEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEN shares?

During the previous two years, 377 institutional investors and hedge funds held shares of Wendy's. The most heavily invested institutionals were Trian Fund Management L.P. ($497.56M), Vanguard Group Inc. ($343.90M), AQR Capital Management LLC ($169.86M), JPMorgan Chase & Co. ($119.25M), Charles Schwab Investment Management Inc. ($102.74M), State Street Corp ($90.89M), and Dimensional Fund Advisors LP ($65.75M).Learn more on WEN's institutional investors.

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

85.96% of Wendy's stock is owned by institutional investors. Learn more on WEN's institutional investor holdings.

Which institutional investors have been buying Wendy's stock?

Of the 316 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. ($12.63M), Point72 Asset Management L.P. ($6.44M), AQR Capital Management LLC ($3.80M), Charles Schwab Investment Management Inc. ($3.07M), Vanguard Group Inc. ($2.44M), Squarepoint Ops LLC ($1.86M), and Assenagon Asset Management S.A. ($1.83M).

How much institutional buying is happening at Wendy's?

Institutional investors have bought a total of 62,638,885 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

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

Of the 186 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: Massachusetts Financial Services Co. MA ($5.11M), Allspring Global Investments Holdings LLC ($4.48M), Point72 Asset Management L.P. ($3.48M), Deutsche Bank AG ($1.74M), Renaissance Technologies LLC ($1.56M), Price T Rowe Associates Inc. MD ($1.47M), and Assenagon Asset Management S.A. ($1.43M).

How much institutional selling is happening at Wendy's?

Institutional investors have sold a total of 36,574,058 shares in the last 24 months. This volume of shares sold represents approximately $656.86M in transactions.


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This page (NASDAQ:WEN) was last updated on 4/13/2025 by MarketBeat.com Staff
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