Wendy's Ownership | Who Owns Wendy's?

Overview Forecast RevenueFinancials Chart Transcripts

Wendy's Ownership Summary

Wendy's is owned by 86.54% institutional investors, 8.95% insiders, and 4.52% retail investors. Trian fund management is the largest institutional shareholder, holding 15.34% of WEN shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.73% of its assets in Wendy's shares.

WEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Wendy's	86.54%	8.95%	4.52%
Sector	Consumer Cyclical Stocks	59.80%	12.55%	27.65%
Industry	Restaurants Stocks	73.98%	8.98%	17.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Trian fund management	31.51M	15.34%	$534.37M
Vanguard group	21.73M	10.58%	$368.60M
Blackrock	19.61M	9.55%	$332.50M
Harris associates l p	9.49M	4.62%	$160.98M
Aqr capital management	6.81M	3.32%	$115.56M
Charles schwab investment management	6.04M	2.94%	$102.36M
State street	5.15M	2.51%	$87.34M
Jpmorgan chase	5.08M	2.47%	$86.11M
Dimensional fund advisors lp	4.09M	1.99%	$69.45M
Squarepoint ops	3.49M	1.70%	$59.21M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Trian fund management	31.51M	13.03%	$534.37M
Dean capital management	107.22K	2.34%	$1.82M
Joseph group capital management	95.23K	0.84%	$1.62M
Vela investment management	141.64K	0.75%	$2.40M
Sandler capital management	400.00K	0.73%	$6.78M
Dean investment associates	290.58K	0.70%	$4.93M
Neo ivy capital management	170.26K	0.57%	$2.89M
Cadence bank	424.70K	0.54%	$7.20M
C2p capital advisory group, llc d.b.a. prosperity capital advisors	106.32K	0.41%	$4.82M
North star investment management	282.68K	0.35%	$4.79M

Top Buyers

Holder	Shares	% Assets	Change
Aqr capital management	6.81M	0.18%	2.96M
Point72 asset management	2.48M	0.11%	2.48M
Squarepoint ops	3.49M	0.10%	1.86M
Harris associates l p	9.49M	0.27%	848.81K
Assenagon asset management	819.48K	0.02%	819.48K

Top Sellers

Holder	Shares	% Assets	Change
Massachusetts financial services co /ma/	1.07M	0.01%	-4.72M
Allspring global investments	898.32K	0.02%	-4.03M
Citadel advisors	-	-	-1.50M
Millennium management	2.02M	0.02%	-1.08M
Capital research global investors	-	-	-1.06M

New Positions

Holder	Shares	% Assets	Change	Value
Point72 asset management	2.48M	0.11%	2.48M	$42.08M
Norges bank	685.98K	0.00%	685.98K	$11.63M
Mirae asset global etfs	644.62K	0.03%	644.62K	$10.93M
Corebridge financial	211.25K	0.02%	211.25K	$3.58M
Goldman sachs group	200.00K	0.00%	200.00K	$3.39M

Sold Out

Holder	Change
Tfo-tdc	-4.00
Tyler-stone wealth management	-4.00
Scarborough advisors	-9.00
Clear point advisors	-11.00
Opal wealth advisors	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	402	-1.23%	177,327,025	0.77%	86	1.18%	187	-7.88%	120	-2.44%
Jun 30, 2024	402	6.91%	175,845,027	1.06%	85	1.24%	199	15.03%	122	-
Mar 31, 2024	376	-6.70%	174,002,477	-0.88%	83	1.18%	173	-20.28%	122	17.31%
Dec 31, 2023	403	11.33%	175,551,834	1.85%	84	1.26%	217	27.65%	104	-13.33%
Sep 30, 2023	362	-2.69%	172,355,050	5.12%	81	1.38%	170	-4.49%	120	11.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	5.56M	2.73%	18.38K
Harris Assoc. Oakmark Eq & Inc CIT	5.56M	2.73%	-
Oakmark Equity And Income Investor	5.56M	2.73%	-
Vanguard Total Stock Mkt Idx Inv	5.36M	2.63%	6.47K
Vanguard Equity-Income Inv	4.46M	2.19%	305.75K
Vanguard Small Cap Index	4.41M	2.16%	55.98K
Schwab US Dividend Equity ETF™	4.33M	2.13%	4.59K
iShares Select Dividend ETF	3.66M	1.79%	16.57K
Allspring Special US Mid Cap Value Eq	3.33M	1.64%	-260.00K
Allspring Special Mid Cap Value Inst	3.33M	1.63%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 07, 2024	Mathews-Spradlin Mich J	-	Sell	$496.09K
Nov 05, 2024	Esposito Liliana	Chf Corp Affrs & Sustnblty Ofc	Sell	$1.02M
Aug 08, 2024	Peltz Matthew H.		Sell	$17.18M
Aug 08, 2024	MAY PETER W		Sell	$17.18M
Aug 08, 2024	PELTZ NELSON		Sell	$17.18M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	3
2024 Q2	-	2
2024 Q1	-	1
2023 Q4	-	3

WEN Ownership FAQ

Who Owns Wendy's?

Wendy's shareholders are primarily institutional investors at 86.54%, followed by 8.95% insiders and 4.51% retail investors. The average institutional ownership in Wendy's's industry, Restaurants Stocks , is 73.98%, which Wendy's exceeds.

Who owns the most shares of Wendy's?

Wendy's’s largest shareholders are Trian fund management (31.51M shares, 15.34%), Vanguard group (21.73M shares, 10.58%), and Blackrock (19.61M shares, 9.55%). Together, they hold 35.47% of Wendy's’s total shares outstanding.

Does Blackrock own Wendy's?

Yes, BlackRock owns 9.55% of Wendy's, totaling 19.61M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 332.5M$. In the last quarter, BlackRock decreased its holdings by -147K shares, a -0.75% change.

Who is Wendy's’s biggest shareholder by percentage of total assets invested?

Trian fund management is Wendy's’s biggest shareholder by percentage of total assets invested, with 13.03% of its assets in 31.51M Wendy's shares, valued at 534.37M$.

Who is the top mutual fund holder of Wendy's shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Wendy's shares, with 2.73% of its total shares outstanding invested in 5.56M Wendy's shares.

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