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Wendy's (WEN) Institutional Ownership

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$10.52 +0.01 (+0.13%)
As of 10:52 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)
252
Total
Institutional Inflows
(last 12 months)
$624.77M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$469.47M
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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
7/15/2025Public Employees Retirement System of Ohio54,907$627K0.0%-3.4%0.029%
7/14/2025 Park Avenue Securities LLC17,944$205K0.0%-16.8%0.009%
7/11/2025 Kaufman Rossin Wealth LLC29,142$333K0.2%+24.9%0.015%
7/11/2025 UMB Bank n.a.13,166$150K0.0%+55.4%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC160,394$1.87M0.0%-63.7%0.084%
7/9/2025 Pallas Capital Advisors LLC112,738$1.29M0.0%+53.9%0.059%
7/8/2025 Paladin Wealth LLC10,895$124K0.1%N/A0.006%
7/8/2025 Gradient Investments LLC836,626$9.55M0.2%+6.2%0.436%
7/8/2025 Parallel Advisors LLC7,246$83K0.0%+356.9%0.004%
7/7/2025 OMNI 360 Wealth Inc.19,183$219K0.1%+32.8%0.010%
7/1/2025 Cullen Investment Group LTD.35,512$406K0.1%-6.7%0.018%
6/18/2025Voya Investment Management LLC901,799$13.19M0.0%+6.9%0.470%
5/29/2025Rhumbline Advisers700,472$10.25M0.0%+20.1%0.365%
5/22/2025Mattson Financial Services LLC59,937$877K0.3%+18.4%0.031%
5/20/2025Intech Investment Management LLC192,177$2.81M0.0%+398.2%0.100%
5/20/2025Focus Partners Wealth53,538$783K0.0%-9.0%0.028%
5/19/2025Bayforest Capital Ltd8,036$118K0.1%-51.5%0.004%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC639,085$9.35M0.0%+1.8%0.333%
5/16/2025Ascent Group LLC25,499$373K0.0%-15.0%0.013%
5/16/2025United Services Automobile Association11,021$161K0.0%N/A0.006%
5/16/2025Goldman Sachs Group Inc.1,075,400$15.73M0.0%-16.3%0.560%
5/16/2025Petrus Trust Company LTA25,468$373K0.0%N/A0.013%
5/16/2025NewEdge Advisors LLC11,547$169K0.0%-13.5%0.006%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.883,559$12.93M0.0%+30.6%0.460%
5/16/2025AQR Capital Management LLC10,638,169$155.00M0.2%+2.1%5.540%
5/16/2025Advisors Asset Management Inc.300,272$4.39M0.1%+10.6%0.156%
5/16/2025Amundi2,420$34K0.0%-98.7%0.001%
5/15/2025Focus Partners Advisor Solutions LLC55,554$813K0.0%+445.0%0.029%
5/15/2025Cubist Systematic Strategies LLC504,642$7.38M0.0%-67.8%0.263%
5/15/2025Royal Bank of Canada2,386,586$34.92M0.0%-0.5%1.243%
5/15/2025Graham Capital Management L.P.361,891$5.29M0.1%+315.0%0.188%
5/15/2025Quarry LP8,405$123K0.0%-23.4%0.004%
5/15/2025State of Wyoming10,862$159K0.0%-10.9%0.006%
5/15/2025Trexquant Investment LP1,055,137$15.44M0.2%+3.1%0.549%
5/14/2025Ieq Capital LLC569,891$8.34M0.1%+112.2%0.297%
5/14/2025Gabelli Funds LLC94,000$1.38M0.0%-14.5%0.049%
5/14/2025Corebridge Financial Inc.190,065$2.78M0.0%-2.4%0.099%
5/14/2025MetLife Investment Management LLC98,794$1.45M0.0%-1.5%0.051%
5/14/2025Jump Financial LLC18,463$270K0.0%+39.1%0.010%
5/14/2025Northwestern Mutual Wealth Management Co.54,189$793K0.0%+345.4%0.028%
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5/14/2025AlphaQuest LLC106,305$1.56M0.2%-11.8%0.055%
5/14/2025 Kaufman Rossin Wealth LLC23,323$341K0.2%N/A0.012%
5/14/2025Hsbc Holdings PLC11,723$171K0.0%N/A0.006%
5/13/2025Northern Trust Corp2,987,332$43.71M0.0%+89.6%1.556%
5/13/2025Cresset Asset Management LLC15,380$225K0.0%N/A0.008%
5/13/2025American Century Companies Inc.50,383$737K0.0%+42.2%0.026%
5/13/2025Fox Run Management L.L.C.71,452$1.05M0.2%-39.4%0.037%
5/13/2025Trivium Point Advisory LLC13,618$199K0.0%+7.9%0.007%
5/13/2025Kovitz Investment Group Partners LLC362,601$5.31M0.0%+37.5%0.189%
5/13/2025Caitong International Asset Management Co. Ltd3,422$50K0.0%+7,180.9%0.002%
5/13/2025Russell Investments Group Ltd.7,821$114K0.0%+161.8%0.004%
5/13/2025HighTower Advisors LLC63,782$933K0.0%-7.9%0.033%
5/12/2025Nuveen LLC1,033,264$15.12M0.0%N/A0.538%
5/12/2025Cobblestone Capital Advisors LLC NY21,227$311K0.0%N/A0.011%
5/12/2025Aigen Investment Management LP121,334$1.78M0.3%N/A0.063%
5/12/2025Virtu Financial LLC25,305$370K0.0%-10.9%0.013%
5/12/2025Invesco Ltd.1,953,963$28.59M0.0%+3.8%1.018%
5/12/2025Covestor Ltd5,069$74K0.0%+25.8%0.003%
5/12/2025Connor Clark & Lunn Investment Management Ltd.17,251$252K0.0%N/A0.009%
5/12/2025Swiss National Bank335,700$4.91M0.0%-1.4%0.175%
5/9/2025Mutual of America Capital Management LLC88,124$1.29M0.0%-2.6%0.046%
5/9/2025Deutsche Bank AG28,480$417K0.0%-27.1%0.015%
5/9/2025Headlands Technologies LLC109,557$1.60M0.2%+2,485.1%0.057%
5/9/2025Chicago Partners Investment Group LLC12,844$188K0.0%-28.5%0.007%
5/9/2025Charles Schwab Investment Management Inc.6,767,723$99.01M0.0%+7.4%3.524%
5/9/2025Vanguard Group Inc.21,634,226$316.51M0.0%+2.5%11.266%
5/9/2025Probity Advisors Inc.18,502$271K0.1%+29.8%0.010%
5/9/2025Earned Wealth Advisors LLC10,660$156K0.0%-10.2%0.006%
5/9/2025Bank of Nova Scotia19,432$284K0.0%-91.8%0.010%
5/9/2025R Squared Ltd28,890$423K0.5%+72.1%0.015%
5/9/2025PNC Financial Services Group Inc.8,961$131K0.0%-54.1%0.005%
5/8/2025US Bancorp DE14,500$212K0.0%-20.8%0.008%
5/8/2025Shufro Rose & Co. LLC41,684$610K0.0%-21.1%0.022%
5/8/2025Natixis Advisors LLC17,937$262K0.0%+14.7%0.009%
5/8/2025Bayforest Capital Ltd8,036$118K0.1%-51.5%0.004%
5/8/2025XTX Topco Ltd74,062$1.08M0.1%N/A0.039%
5/8/2025Federated Hermes Inc.624,689$9.14M0.0%+32.3%0.325%
5/7/2025LPL Financial LLC149,925$2.19M0.0%+28.9%0.076%
5/7/2025HB Wealth Management LLC16,922$248K0.0%+63.3%0.009%
5/6/2025Neo Ivy Capital Management133,476$1.95M0.6%-41.6%0.068%
5/6/2025Towerview LLC14,500$212K0.2%+20.8%0.007%
5/6/2025Cetera Investment Advisers56,567$828K0.0%+36.3%0.029%
5/6/2025Oak Thistle LLC68,073$996K0.2%+114.9%0.035%
5/6/2025KLP Kapitalforvaltning AS91,200$1.33M0.0%-4.7%0.046%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH25,049$366K0.0%N/A0.013%
5/5/2025Allianz Asset Management GmbH37,720$552K0.0%N/A0.019%
5/5/2025Optimist Retirement Group LLC14,734$216K0.1%N/A0.008%
5/2/2025Kingsview Wealth Management LLC24,700$361K0.0%N/A0.013%
5/2/2025Victory Capital Management Inc.275,398$4.03M0.0%-82.7%0.140%
5/2/2025Massachusetts Financial Services Co. MA1,044,415$15.28M0.0%-0.8%0.532%
Your Bank Account Is No Longer Safe (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

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5/2/2025Signaturefd LLC4,262$62K0.0%+27.4%0.002%
5/2/2025Edgestream Partners L.P.47,866$700K0.0%-46.2%0.024%
5/1/2025CWM LLC200,375$2.93M0.0%+22.6%0.102%
5/1/2025Stephens Inc. AR15,339$224K0.0%N/A0.008%
5/1/2025New York State Common Retirement Fund88,431$1.29M0.0%-13.2%0.045%
5/1/2025Mutual of America Capital Management LLC88,124$1.29M0.0%-2.6%0.045%
5/1/2025Ballentine Partners LLC26,519$388K0.0%N/A0.014%
4/30/2025Cerity Partners LLC165,488$2.42M0.0%-15.3%0.084%
4/30/2025Alps Advisors Inc.372,027$5.44M0.0%+7.8%0.190%
4/30/2025Nisa Investment Advisors LLC2,914$43K0.0%-77.3%0.001%
(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, 394 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. ($316.51M), AQR Capital Management LLC ($155.00M), JPMorgan Chase & Co. ($119.25M), Charles Schwab Investment Management Inc. ($99.01M), State Street Corp ($90.89M), and Dimensional Fund Advisors LP ($65.75M).Learn more on Wendy'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 327 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 ($4.02M), Vanguard Group Inc. ($2.97M), Squarepoint Ops LLC ($1.86M), Assenagon Asset Management S.A. ($1.83M), and Cubist Systematic Strategies LLC ($1.76M).

How much institutional buying is happening at Wendy's?

Institutional investors have bought a total of 38,184,431 shares in the last 24 months. This purchase volume represents approximately $624.77M in transactions.

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

Of the 154 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 ($4.75M), Allspring Global Investments Holdings LLC ($4.72M), Point72 Asset Management L.P. ($3.48M), Victory Capital Management Inc. ($1.39M), Two Sigma Investments LP ($1.22M), Two Sigma Advisers LP ($1.17M), and Millennium Management LLC ($1.08M).

How much institutional selling is happening at Wendy's?

Institutional investors have sold a total of 28,688,084 shares in the last 24 months. This volume of shares sold represents approximately $469.47M in transactions.


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This page (NASDAQ:WEN) was last updated on 7/16/2025 by MarketBeat.com Staff
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