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Wendy's (WEN) Institutional Ownership

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$15.07 -0.19 (-1.25%)
Closing price 04:00 PM Eastern
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$15.00 -0.08 (-0.50%)
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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)
$561.46M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$443.04M
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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
3/18/2025 California State Teachers Retirement System161,645$2.64M0.0%-2.0%0.081%
3/17/2025 Wealth Enhancement Advisory Services LLC279,041$4.55M0.0%+85.5%0.139%
3/17/2025 NorthCrest Asset Manangement LLC11,272$184K0.0%N/A0.006%
3/10/2025 Mattson Financial Services LLC50,623$887K0.3%-22.4%0.025%
3/5/2025 Probity Advisors Inc.14,253$232K0.0%+21.9%0.007%
2/25/2025 Shufro Rose & Co. LLC52,834$861K0.1%-26.6%0.026%
2/19/2025 Public Employees Retirement System of Ohio62,621$1.02M0.0%-4.9%0.031%
2/18/2025 Neo Ivy Capital Management228,432$3.72M0.7%N/A0.112%
2/18/2025 Vise Technologies Inc.10,469$171K0.0%N/A0.005%
2/18/2025 Focus Partners Advisor Solutions LLC10,194$166K0.0%-56.9%0.005%
2/18/2025 Continuum Advisory LLC3,242$53K0.0%-32.4%0.002%
2/18/2025 PharVision Advisers LLC32,507$530K0.4%N/A0.016%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC628,013$10.24M0.0%+13.0%0.308%
2/17/2025 Voloridge Investment Management LLC10,633$173K0.0%N/A0.005%
2/17/2025 iSAM Funds UK Ltd13,548$221K0.2%N/A0.007%
2/17/2025 Trian Fund Management L.P.30,525,029$497.56M12.8%+0.0%14.974%
2/17/2025 Two Sigma Advisers LP424,605$6.92M0.0%-59.4%0.208%
2/17/2025 Two Sigma Investments LP923,115$15.05M0.0%-57.0%0.453%
2/17/2025 Tidal Investments LLC15,403$251K0.0%+52.0%0.008%
2/17/2025 Teza Capital Management LLC52,750$860K0.1%N/A0.026%
2/17/2025 True Wealth Design LLC1,682$27K0.0%-71.0%0.001%
2/17/2025 State of Wyoming12,197$199K0.0%-23.6%0.006%
2/17/2025 Royal Bank of Canada2,399,675$39.11M0.0%-7.8%1.177%
2/17/2025 Point72 Asset Management L.P.2,959,439$48.24M0.1%-54.1%1.452%
2/17/2025 Point72 Hong Kong Ltd31,180$508K0.0%+4,354.3%0.015%
2/17/2025 Quantinno Capital Management LP297,187$4.84M0.0%+170.8%0.146%
2/17/2025 Man Group plc284,880$4.64M0.0%N/A0.140%
2/17/2025 Nomura Holdings Inc.22,720$370K0.0%N/A0.011%
2/17/2025 Nuveen Asset Management LLC801,536$13.07M0.0%+46.5%0.393%
2/17/2025 Occudo Quantitative Strategies LP13,185$215K0.0%N/A0.006%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.676,493$11.03M0.0%+5.3%0.332%
2/17/2025 Lazard Asset Management LLC8,198$133K0.0%-42.2%0.004%
2/17/2025 Janus Henderson Group PLC3,133,832$51.08M0.0%+3.0%1.537%
2/17/2025 Gotham Asset Management LLC347,408$5.66M0.1%+282.6%0.170%
2/17/2025 Graham Capital Management L.P.87,199$1.42M0.0%-29.3%0.043%
2/17/2025 Focus Partners Wealth58,818$966K0.0%+60.2%0.029%
2/17/2025 FORA Capital LLC13,002$212K0.0%-51.0%0.006%
2/17/2025 Deutsche Bank AG39,072$637K0.0%+9.9%0.019%
2/17/2025 Dean Capital Management61,257$998K0.4%-56.8%0.030%
2/17/2025 Colonial Trust Co SC1,898$31K0.0%N/A0.001%
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2/17/2025 Crestline Management LP18,631$304K0.0%-53.6%0.009%
2/17/2025 Cubist Systematic Strategies LLC1,568,348$25.56M0.2%+3,249.7%0.769%
2/17/2025 Cetera Investment Advisers41,507$677K0.0%+6.6%0.020%
2/17/2025 Centiva Capital LP236,318$3.85M0.1%+444.3%0.116%
2/17/2025 Brevan Howard Capital Management LP27,967$456K0.0%+115.4%0.014%
2/17/2025 Captrust Financial Advisors135,300$2.21M0.0%-3.0%0.066%
2/17/2025 BW Gestao de Investimentos Ltda.69,000$1.13M0.0%N/A0.034%
2/17/2025 Ameriprise Financial Inc.217,638$3.55M0.0%+2.9%0.107%
2/14/2025 Mercer Global Advisors Inc. ADV52,429$855K0.0%+4.7%0.026%
2/14/2025 Freestone Grove Partners LP38,164$622K0.0%N/A0.019%
2/14/2025 Comerica Bank36,502$595K0.0%-5.7%0.018%
2/14/2025 Schonfeld Strategic Advisors LLC94,322$1.54M0.0%+127.7%0.046%
2/14/2025 AQR Capital Management LLC10,421,114$169.86M0.2%-6.3%5.112%
2/14/2025 Lido Advisors LLC17,089$279K0.0%N/A0.008%
2/14/2025 Northern Trust Corp1,575,420$25.68M0.0%+24.3%0.773%
2/14/2025 The Manufacturers Life Insurance Company 138,958$2.27M0.0%-2.2%0.068%
2/14/2025 Quarry LP10,973$179K0.0%N/A0.005%
2/14/2025 Prosperity Consulting Group LLC17,074$278K0.0%-49.9%0.008%
2/14/2025 Aquatic Capital Management LLC110,326$1.80M0.0%-16.2%0.054%
2/14/2025 Boothbay Fund Management LLC84,014$1.37M0.0%N/A0.041%
2/14/2025 Nebula Research & Development LLC174,277$2.84M0.3%N/A0.085%
2/14/2025 Kovitz Investment Group Partners LLC263,767$4.30M0.0%+1,636.2%0.129%
2/14/2025 Voya Investment Management LLC843,645$13.75M0.0%-2.0%0.414%
2/14/2025 Integrated Wealth Concepts LLC14,260$232K0.0%N/A0.007%
2/14/2025 Price T Rowe Associates Inc. MD130,320$2.13M0.0%-27.3%0.064%
2/14/2025 Dark Forest Capital Management LP17,947$293K0.0%N/A0.009%
2/14/2025 State of Tennessee Department of Treasury77,805$1.27M0.0%+55.6%0.038%
2/14/2025 Tower Research Capital LLC TRC 13,821$225K0.0%+88.3%0.007%
2/14/2025 Teachers Retirement System of The State of Kentucky56,591$923K0.0%-2.1%0.028%
2/14/2025 MetLife Investment Management LLC100,284$1.64M0.0%+8.8%0.049%
2/14/2025 Dimensional Fund Advisors LP4,033,560$65.75M0.0%+1.1%1.979%
2/14/2025 First Trust Advisors LP525,528$8.57M0.0%+5.4%0.258%
2/13/2025 CANADA LIFE ASSURANCE Co147,262$2.40M0.0%+1.8%0.072%
2/13/2025 Dean Investment Associates LLC90,821$1.48M0.2%-60.3%0.045%
2/13/2025 Canada Pension Plan Investment Board30,100$491K0.0%-50.4%0.015%
2/13/2025 Farringdon Capital Ltd.18,622$304K0.1%N/A0.009%
2/13/2025 NewEdge Advisors LLC13,354$218K0.0%+5,096.1%0.007%
2/13/2025 GABELLI & Co INVESTMENT ADVISERS INC.13,000$212K0.0%N/A0.006%
2/13/2025 Gabelli Funds LLC110,000$1.79M0.0%-2.7%0.054%
2/13/2025 Jump Financial LLC13,271$216K0.0%N/A0.007%
2/13/2025 Guggenheim Capital LLC195,372$3.19M0.0%+6.4%0.096%
2/13/2025 Mariner LLC31,070$506K0.0%+62.2%0.015%
2/13/2025 Barclays PLC253,256$4.13M0.0%+371.1%0.124%
2/13/2025 Summit Investment Advisors Inc.34,297$559K0.5%-3.0%0.017%
2/13/2025 Sterling Capital Management LLC6,625$108K0.0%+35.7%0.003%
2/13/2025 Quinn Opportunity Partners LLC44,000$717K0.0%N/A0.022%
2/13/2025 Raymond James Financial Inc.50,534$824K0.0%N/A0.025%
2/13/2025 Advisory Services Network LLC26,816$437K0.0%N/A0.013%
2/13/2025 Renaissance Technologies LLC54,352$886K0.0%N/A0.027%
2/13/2025 Bank of Nova Scotia237,979$3.88M0.0%+1,072.8%0.117%
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2/13/2025 Legal & General Group Plc291,896$4.76M0.0%-3.3%0.143%
2/13/2025 Invesco Ltd.1,882,829$30.69M0.0%+296.1%0.924%
2/13/2025 Bank of Montreal Can94,007$1.53M0.0%-26.5%0.046%
2/13/2025 Polymer Capital Management US LLC17,582$287K0.1%N/A0.009%
2/13/2025 Cerity Partners LLC195,268$3.21M0.0%-22.8%0.096%
2/13/2025 Federated Hermes Inc.472,256$7.70M0.0%-8.3%0.232%
2/13/2025 Quadrant Capital Group LLC3,478$57K0.0%-19.6%0.002%
2/13/2025 Russell Investments Group Ltd.2,987$49K0.0%-23.2%0.001%
2/13/2025 Wells Fargo & Company MN99,937$1.63M0.0%-42.1%0.049%
2/12/2025 ExodusPoint Capital Management LP492,672$8.03M0.1%N/A0.242%
(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 62,537,364 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 36,569,248 shares in the last 24 months. This volume of shares sold represents approximately $656.79M in transactions.


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This page (NASDAQ:WEN) was last updated on 3/24/2025 by MarketBeat.com Staff
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