Wendy's (WEN) Institutional Ownership $16.65 +0.08 (+0.48%) (As of 12/20/2024 05:40 PM ET) Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrends Institutional Ownership Changes (13F Filings) for Wendy's (NASDAQ:WEN)CurrentInstitutional OwnershipPercentage85.96%Number ofInstitutional Buyers(last 12 months)166TotalInstitutional Inflows(last 12 months)$427.33MNumber ofInstitutional Sellers(last 12 months)94TotalInstitutional Outflows(last 12 months)$254.39M 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. Email Address Skip Chart & View Institutional Buying and Selling Data WEN Institutional Buying and Selling by Quarter Ad Behind the MarketsWhy Buffett, Griffin and 100 members of Congress are Piling into this One InvestmentThis isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.Click here for the ticker >>> Wendy's Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails12/19/2024 Principal Financial Group Inc.397,391$6.96M0.0%-28.4%0.195% 12/9/2024 Copley Financial Group Inc.25,749$451K0.4%N/A0.013% 12/6/2024 Retirement Systems of Alabama711,267$12.46M0.0%+16.9%0.349% 11/27/2024 Franklin Resources Inc.39,334$763K0.0%N/A0.019% 11/25/2024 Tidal Investments LLC10,133$178K0.0%-26.9%0.005% 11/25/2024 Sanctuary Advisors LLC68,316$1.23M0.0%+175.0%0.034% Get the Latest News and Ratings for WEN and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Wendy's and its competitors with MarketBeat's FREE daily newsletter. 11/18/2024 Arete Wealth Advisors LLC14,854$260K0.0%+42.6%0.007% 11/18/2024 Brown Financial Advisors25,849$453K0.2%-35.3%0.013% 11/16/2024 Geode Capital Management LLC3,097,836$54.29M0.0%+3.9%1.520% 11/15/2024 M&T Bank Corp11,889$208K0.0%N/A0.006% 11/15/2024 Public Employees Retirement System of Ohio65,864$1.15M0.0%-4.2%0.032% 11/15/2024 Y Intercept Hong Kong Ltd54,143$949K0.1%N/A0.027% 11/15/2024 Dean Investment Associates LLC228,854$4.01M0.5%-21.2%0.112% 11/15/2024 XTX Topco Ltd93,035$1.63M0.1%N/A0.046% 11/15/2024 Kovitz Investment Group Partners LLC15,192$266K0.0%N/A0.007% 11/15/2024 Two Sigma Advisers LP1,044,605$18.30M0.0%-34.4%0.512% 11/15/2024 State Street Corp5,187,593$90.89M0.0%+0.7%2.545% 11/15/2024 Stifel Financial Corp20,162$353K0.0%-22.9%0.010% 11/15/2024 SYM FINANCIAL Corp15,589$273K0.0%+13.8%0.008% 11/15/2024 Quantinno Capital Management LP109,747$1.92M0.0%+90.8%0.054% 11/15/2024 Redwood Investment Management LLC29,158$519K0.0%-8.3%0.014% 11/15/2024 Point72 DIFC Ltd48,364$847K0.0%-54.8%0.024% 11/15/2024 Point72 Asset Management L.P.6,440,880$112.84M0.3%+159.6%3.160% 11/15/2024 NFJ Investment Group LLC151,394$2.65M0.1%-4.4%0.074% 11/15/2024 Janus Henderson Group PLC3,043,452$53.32M0.0%+0.1%1.493% 11/15/2024 HighTower Advisors LLC66,706$1.18M0.0%+2.0%0.033% 11/15/2024 Centiva Capital LP43,420$761K0.0%N/A0.021% 11/15/2024 Ascent Group LLC30,162$528K0.0%-18.7%0.015% 11/15/2024 True Wealth Design LLC5,791$101K0.0%N/A0.003% 11/14/2024 Maverick Capital Ltd.89,064$1.56M0.0%-49.4%0.044% 11/14/2024 Edgestream Partners L.P.25,026$438K0.0%N/A0.012% 11/14/2024 Verition Fund Management LLC52,614$922K0.0%-72.5%0.026% 11/14/2024 Captrust Financial Advisors139,425$2.44M0.0%+42.5%0.068% 11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC555,980$9.74M0.0%+2.8%0.273% 11/14/2024 FORA Capital LLC26,525$465K0.1%N/A0.013% 11/14/2024 Trian Fund Management L.P.30,512,595$534.58M13.7%-3.2%14.969% 11/14/2024 MetLife Investment Management LLC92,132$1.61M0.0%+0.6%0.045% 11/14/2024 Healthcare of Ontario Pension Plan Trust Fund94,700$1.66M0.0%N/A0.046% 11/14/2024 Blueshift Asset Management LLC60,706$1.06M0.3%N/A0.030% 11/13/2024 Cadence Bank116,692$2.04M0.1%-72.5%0.057% Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.Click here for the ticker >>>11/13/2024 BNP Paribas Financial Markets28,768$504K0.0%-5.9%0.014% 11/13/2024 Quantbot Technologies LP62,888$1.10M0.0%-37.5%0.031% 11/13/2024 FMR LLC211,075$3.70M0.0%-11.9%0.104% 11/13/2024 The Manufacturers Life Insurance Company142,027$2.49M0.0%-6.7%0.070% 11/13/2024 Qsemble Capital Management LP55,231$968K0.2%N/A0.027% 11/13/2024 Bank of Montreal Can127,887$2.28M0.0%-85.2%0.063% 11/13/2024 Horizon Kinetics Asset Management LLC847,516$14.85M0.2%-15.4%0.416% 11/12/2024 Cerity Partners LLC253,036$4.43M0.0%+202.6%0.124% 11/12/2024 Citigroup Inc.376,978$6.61M0.0%+1,653.5%0.185% 11/12/2024 Charles Schwab Investment Management Inc.5,845,173$102.41M0.0%-3.2%2.867% 11/12/2024 Massachusetts Financial Services Co. MA1,061,703$18.60M0.0%-0.7%0.521% 11/8/2024 Advisors Asset Management Inc.208,880$3.66M0.1%+187.0%0.102% 11/7/2024 Quest Partners LLC4,217$74K0.0%-72.8%0.002% 11/7/2024 AMG National Trust Bank62,276$1.09M0.0%N/A0.031% 11/7/2024 Swiss National Bank340,300$5.96M0.0%-0.9%0.167% 11/7/2024 Thrivent Financial for Lutherans56,603$992K0.0%+3.3%0.028% 11/7/2024 Claro Advisors LLC22,501$394K0.1%N/A0.011% 11/7/2024 AM Squared Ltd2,800$49K0.1%N/A0.001% 11/6/2024 Mutual of America Capital Management LLC92,267$1.62M0.0%-3.0%0.045% 11/6/2024 Natixis Advisors LLC14,737$258K0.0%N/A0.007% 11/6/2024 Empowered Funds LLC35,726$626K0.0%+62.5%0.018% 11/6/2024 ING Groep NV59,000$1.03M0.0%N/A0.029% 11/6/2024 Huntington National Bank11,844$208K0.0%+11.9%0.006% 11/6/2024 Oppenheimer & Co. Inc.13,465$236K0.0%N/A0.007% 11/5/2024 MQS Management LLC29,306$513K0.3%+100.6%0.014% 11/5/2024 Victory Capital Management Inc.824,371$14.44M0.0%-7.8%0.406% 11/5/2024 GSA Capital Partners LLP85,907$1.51M0.1%-28.4%0.042% 11/5/2024 Entropy Technologies LP78,430$1.37M0.1%N/A0.039% 11/4/2024 Venturi Wealth Management LLC6,083$107K0.0%+423.5%0.003% 11/4/2024 State of New Jersey Common Pension Fund D117,025$2.05M0.0%+6.9%0.058% 11/1/2024 Atria Investments Inc94,442$1.66M0.0%+78.7%0.046% 11/1/2024 Capital Performance Advisors LLP12,565$220K0.1%N/A0.006% 10/31/2024 Principal Financial Group Inc.397,391$6.96M0.0%-28.4%0.194% 10/31/2024 Concurrent Investment Advisors LLC105,952$1.86M0.1%+9.1%0.052% 10/30/2024 North Star Investment Management Corp.180,915$3.17M0.2%-36.0%0.088% 10/30/2024 Amalgamated Bank80,434$1.41M0.0%-24.3%0.039% 10/29/2024 Fort Pitt Capital Group LLC245,595$4.30M0.1%+12.6%0.120% 10/29/2024 Chicago Partners Investment Group LLC10,132$194K0.0%N/A0.005% 10/28/2024 US Bancorp DE20,740$363K0.0%-6.1%0.010% 10/25/2024 S.A. Mason LLC5,000$88K0.0%-26.5%0.002% 10/25/2024 GW Henssler & Associates Ltd.10,698$187K0.0%N/A0.005% 10/25/2024 Pallas Capital Advisors LLC66,843$1.17M0.0%+72.0%0.033% 10/24/2024 Nisa Investment Advisors LLC26,865$471K0.0%+3.8%0.013% 10/24/2024 State of Alaska Department of Revenue19,827$347K0.0%+7.3%0.010% 10/24/2024 Frank Rimerman Advisors LLC13,088$229K0.0%-51.8%0.006% 10/24/2024 Wealth Enhancement Advisory Services LLC150,462$2.64M0.0%+275.7%0.073% 10/24/2024 Arkadios Wealth Advisors11,378$199K0.0%-36.6%0.006% 10/23/2024 Mirae Asset Global Investments Co. Ltd.101,318$1.80M0.0%+11.4%0.049% 10/23/2024 Allworth Financial LP1,530$27K0.0%-60.5%0.001% 10/22/2024 International Assets Investment Management LLC32,710$573K0.0%+1,562.9%0.016% Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.Click here for the ticker >>>10/22/2024 My Legacy Advisors LLC12,719$223K0.1%-27.2%0.006% 10/22/2024 Signaturefd LLC3,690$65K0.0%+39.6%0.002% 10/21/2024 Foundations Investment Advisors LLC11,306$198K0.0%-5.6%0.006% 10/19/2024 Allspring Global Investments Holdings LLC4,929,326$86.36M0.1%-2.8%2.403% 10/18/2024Capital Investment Advisors LLC11,467$201K0.0%-5.7%0.006% 10/17/2024 Claro Advisors LLC22,501$394K0.0%N/A0.011% 10/16/2024 nVerses Capital LLC12,100$212K0.1%N/A0.006% 10/16/2024 Probity Advisors Inc.11,689$205K0.0%+6.5%0.006% 10/11/2024 Creative Planning203,162$3.56M0.0%+3.7%0.100% 10/11/2024 Paladin Wealth LLC8,211$144K0.1%N/A0.004% (Data available from 1/1/2016 forward) WEN Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of WEN shares? During the previous two years, 330 institutional investors and hedge funds held shares of Wendy's. The most heavily invested institutionals were Trian Fund Management L.P. ($534.58M), Vanguard Group Inc. ($397.47M), JPMorgan Chase & Co. ($119.25M), AQR Capital Management LLC ($115.56M), Point72 Asset Management L.P. ($112.84M), Charles Schwab Investment Management Inc. ($102.41M), and State Street Corp ($90.89M).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 269 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. ($12.62M), Point72 Asset Management L.P. ($6.44M), AQR Capital Management LLC ($3.80M), Assenagon Asset Management S.A. ($2.83M), Allspring Global Investments Holdings LLC ($2.62M), Charles Schwab Investment Management Inc. ($2.61M), and Vanguard Group Inc. ($2.44M). How much institutional buying is happening at Wendy's? Institutional investors have bought a total of 55,600,392 shares in the last 24 months. This purchase volume represents approximately $1.09B in transactions. Which Wendy's major shareholders have been selling company stock? Of the 158 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 ($5.10M), Deutsche Bank AG ($3.54M), Renaissance Technologies LLC ($1.56M), Assenagon Asset Management S.A. ($1.43M), Price T Rowe Associates Inc. MD ($1.42M), Qube Research & Technologies Ltd ($1.14M), and Millennium Management LLC ($1.08M). How much institutional selling is happening at Wendy's? Institutional investors have sold a total of 26,167,133 shares in the last 24 months. This volume of shares sold represents approximately $506.69M in transactions. Related Companies Texas Roadhouse Institutional Ownership Brinker International Institutional Ownership Cheesecake Factory Institutional Ownership Papa Johns International Institutional Ownership Cracker Barrel Old Country Store Institutional Ownership Bloomin' Brands Institutional Ownership BJ's Restaurants Institutional Ownership Jack in the Box Institutional Ownership Biglari Institutional Ownership Dine Brands Global Institutional Ownership This page (NASDAQ:WEN) was last updated on 12/22/2024 by MarketBeat.com Staff From Our PartnersDid You See Trump’s Bombshell Exec. Order 001?Starting with what I call Exec. Order 001. 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