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Wendy's (WEN) Institutional Ownership

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$14.17 -0.43 (-2.95%)
Closing price 04:00 PM Eastern
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$14.22 +0.05 (+0.35%)
As of 07:39 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)
168
Total
Institutional Inflows
(last 12 months)
$440.98M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$253.81M
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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
1/21/2025Gradient Investments LLC772,575$12.59M0.3%+11.6%0.379%
1/21/2025Exchange Traded Concepts LLC44,056$718K0.0%+2.6%0.022%
1/17/2025 Janney Montgomery Scott LLC10,076$164K0.0%-30.3%0.005%
1/17/2025 Bartlett & CO. Wealth Management LLC3,107$51K0.0%+46.4%0.002%
1/17/2025 SG Americas Securities LLC16,401$267K0.0%-45.4%0.008%
1/17/2025 Nisa Investment Advisors LLC12,865$210K0.0%-52.1%0.006%
1/15/2025 Krilogy Financial LLC13,003$212K0.0%N/A0.006%
1/15/2025 Merit Financial Group LLC28,440$464K0.0%N/A0.014%
1/14/2025 Park Avenue Securities LLC20,248$330K0.0%-8.3%0.010%
1/14/2025 Assenagon Asset Management S.A.819,483$13.36M0.0%N/A0.402%
1/14/2025 Oak Thistle LLC31,674$516K0.2%N/A0.016%
1/13/2025 Cullen Investment Group LTD.42,868$699K0.1%-2.0%0.021%
1/13/2025 Miracle Mile Advisors LLC21,877$357K0.0%N/A0.011%
1/13/2025 Pallas Capital Advisors LLC53,512$872K0.0%-19.9%0.026%
1/13/2025 Claro Advisors LLC10,962$179K0.0%-51.3%0.005%
1/10/2025 Wealth Enhancement Advisory Services LLC152,549$2.67M0.0%+1.4%0.075%
1/3/2025 GAMMA Investing LLC2,233$36K0.0%+168.1%0.001%
12/19/2024Principal Financial Group Inc.397,391$6.96M0.0%-28.4%0.195%
12/9/2024Copley Financial Group Inc.25,749$451K0.4%N/A0.013%
12/6/2024Retirement Systems of Alabama711,267$12.46M0.0%+16.9%0.349%
11/27/2024Franklin Resources Inc.39,334$763K0.0%N/A0.019%
11/25/2024Tidal Investments LLC10,133$178K0.0%-26.9%0.005%
11/25/2024Sanctuary Advisors LLC68,316$1.23M0.0%+175.0%0.034%
11/18/2024Arete Wealth Advisors LLC14,854$260K0.0%+42.6%0.007%
11/18/2024Brown Financial Advisors25,849$453K0.2%-35.3%0.013%
11/16/2024Geode Capital Management LLC3,097,836$54.29M0.0%+3.9%1.520%
11/15/2024M&T Bank Corp11,889$208K0.0%N/A0.006%
11/15/2024Public Employees Retirement System of Ohio65,864$1.15M0.0%-4.2%0.032%
11/15/2024Y Intercept Hong Kong Ltd54,143$949K0.1%N/A0.027%
11/15/2024Dean Investment Associates LLC228,854$4.01M0.5%-21.2%0.112%
11/15/2024XTX Topco Ltd93,035$1.63M0.1%N/A0.046%
11/15/2024Kovitz Investment Group Partners LLC15,192$266K0.0%N/A0.007%
11/15/2024Two Sigma Advisers LP1,044,605$18.30M0.0%-34.4%0.512%
11/15/2024State Street Corp5,187,593$90.89M0.0%+0.7%2.545%
11/15/2024Stifel Financial Corp20,162$353K0.0%-22.9%0.010%
11/15/2024SYM FINANCIAL Corp15,589$273K0.0%+13.8%0.008%
11/15/2024Quantinno Capital Management LP109,747$1.92M0.0%+90.8%0.054%
11/15/2024Redwood Investment Management LLC29,158$519K0.0%-8.3%0.014%
11/15/2024Point72 DIFC Ltd48,364$847K0.0%-54.8%0.024%
11/15/2024Point72 Asset Management L.P.6,440,880$112.84M0.3%+159.6%3.160%
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11/15/2024NFJ Investment Group LLC151,394$2.65M0.1%-4.4%0.074%
11/15/2024Janus Henderson Group PLC3,043,452$53.32M0.0%+0.1%1.493%
11/15/2024HighTower Advisors LLC66,706$1.18M0.0%+2.0%0.033%
11/15/2024Centiva Capital LP43,420$761K0.0%N/A0.021%
11/15/2024Ascent Group LLC30,162$528K0.0%-18.7%0.015%
11/15/2024True Wealth Design LLC5,791$101K0.0%N/A0.003%
11/14/2024Maverick Capital Ltd.89,064$1.56M0.0%-49.4%0.044%
11/14/2024Edgestream Partners L.P.25,026$438K0.0%N/A0.012%
11/14/2024Verition Fund Management LLC52,614$922K0.0%-72.5%0.026%
11/14/2024Captrust Financial Advisors139,425$2.44M0.0%+42.5%0.068%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC555,980$9.74M0.0%+2.8%0.273%
11/14/2024FORA Capital LLC26,525$465K0.1%N/A0.013%
11/14/2024Trian Fund Management L.P.30,512,595$534.58M13.7%-3.2%14.969%
11/14/2024MetLife Investment Management LLC92,132$1.61M0.0%+0.6%0.045%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund94,700$1.66M0.0%N/A0.046%
11/14/2024Blueshift Asset Management LLC60,706$1.06M0.3%N/A0.030%
11/13/2024Cadence Bank116,692$2.04M0.1%-72.5%0.057%
11/13/2024BNP Paribas Financial Markets28,768$504K0.0%-5.9%0.014%
11/13/2024Quantbot Technologies LP62,888$1.10M0.0%-37.5%0.031%
11/13/2024FMR LLC211,075$3.70M0.0%-11.9%0.104%
11/13/2024The Manufacturers Life Insurance Company142,027$2.49M0.0%-6.7%0.070%
11/13/2024Qsemble Capital Management LP55,231$968K0.2%N/A0.027%
11/13/2024Bank of Montreal Can127,887$2.28M0.0%-85.2%0.063%
11/13/2024Horizon Kinetics Asset Management LLC847,516$14.85M0.2%-15.4%0.416%
11/12/2024Cerity Partners LLC253,036$4.43M0.0%+202.6%0.124%
11/12/2024Citigroup Inc.376,978$6.61M0.0%+1,653.5%0.185%
11/12/2024Charles Schwab Investment Management Inc.5,845,173$102.41M0.0%-3.2%2.867%
11/12/2024Massachusetts Financial Services Co. MA1,061,703$18.60M0.0%-0.7%0.521%
11/8/2024Advisors Asset Management Inc.208,880$3.66M0.1%+187.0%0.102%
11/7/2024Quest Partners LLC4,217$74K0.0%-72.8%0.002%
11/7/2024AMG National Trust Bank62,276$1.09M0.0%N/A0.031%
11/7/2024Swiss National Bank340,300$5.96M0.0%-0.9%0.167%
11/7/2024Thrivent Financial for Lutherans56,603$992K0.0%+3.3%0.028%
11/7/2024 Claro Advisors LLC22,501$394K0.1%N/A0.011%
11/7/2024AM Squared Ltd2,800$49K0.1%N/A0.001%
11/6/2024Mutual of America Capital Management LLC92,267$1.62M0.0%-3.0%0.045%
11/6/2024Natixis Advisors LLC14,737$258K0.0%N/A0.007%
11/6/2024Empowered Funds LLC35,726$626K0.0%+62.5%0.018%
11/6/2024ING Groep NV59,000$1.03M0.0%N/A0.029%
11/6/2024Huntington National Bank11,844$208K0.0%+11.9%0.006%
11/6/2024Oppenheimer & Co. Inc.13,465$236K0.0%N/A0.007%
11/5/2024MQS Management LLC29,306$513K0.3%+100.6%0.014%
11/5/2024Victory Capital Management Inc.824,371$14.44M0.0%-7.8%0.406%
11/5/2024GSA Capital Partners LLP85,907$1.51M0.1%-28.4%0.042%
11/5/2024Entropy Technologies LP78,430$1.37M0.1%N/A0.039%
11/4/2024Venturi Wealth Management LLC6,083$107K0.0%+423.5%0.003%
11/4/2024State of New Jersey Common Pension Fund D117,025$2.05M0.0%+6.9%0.058%
11/1/2024Atria Investments Inc94,442$1.66M0.0%+78.7%0.046%
11/1/2024Capital Performance Advisors LLP12,565$220K0.1%N/A0.006%
10/31/2024Principal Financial Group Inc.397,391$6.96M0.0%-28.4%0.194%
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10/31/2024Concurrent Investment Advisors LLC105,952$1.86M0.1%+9.1%0.052%
10/30/2024North Star Investment Management Corp.180,915$3.17M0.2%-36.0%0.088%
10/30/2024Amalgamated Bank80,434$1.41M0.0%-24.3%0.039%
10/29/2024Fort Pitt Capital Group LLC245,595$4.30M0.1%+12.6%0.120%
10/29/2024Chicago Partners Investment Group LLC10,132$194K0.0%N/A0.005%
10/28/2024US Bancorp DE20,740$363K0.0%-6.1%0.010%
10/25/2024S.A. Mason LLC5,000$88K0.0%-26.5%0.002%
10/25/2024GW 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%
(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, 329 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 270 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), Allspring Global Investments Holdings LLC ($2.62M), Charles Schwab Investment Management Inc. ($2.61M), Vanguard Group Inc. ($2.44M), and Squarepoint Ops LLC ($1.86M).

How much institutional buying is happening at Wendy's?

Institutional investors have bought a total of 54,735,769 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

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

Of the 159 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 26,085,792 shares in the last 24 months. This volume of shares sold represents approximately $504.47M in transactions.


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This page (NASDAQ:WEN) was last updated on 1/21/2025 by MarketBeat.com Staff
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