Wendy's Ownership | Who Owns Wendy's?

Overview Forecast RevenueFinancials Chart Transcripts

Wendy's Ownership Summary

Wendy's is owned by 87.15% institutional investors, 8.97% insiders, and 3.88% retail investors. Trian fund management is the largest institutional shareholder, holding 14.90% of WEN shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.85% of its assets in Wendy's shares.

WEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Wendy's	87.15%	8.97%	3.88%
Sector	Consumer Cyclical Stocks	48.44%	13.23%	38.33%
Industry	Restaurants Stocks	61.96%	11.29%	26.75%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Trian fund management	30.53M	14.90%	$497.56M
Vanguard group	21.10M	10.30%	$343.90M
Blackrock funding, inc. /de	19.81M	9.67%	$322.84M
Blackrock	19.61M	9.55%	$332.50M
Aqr capital management	10.42M	5.09%	$169.86M
Harris associates l p	9.25M	4.51%	$150.76M
Charles schwab investment management	6.30M	3.08%	$102.74M
State street	5.15M	2.51%	$87.34M
Squarepoint ops	4.98M	2.43%	$81.12M
Jpmorgan chase	4.58M	2.23%	$74.63M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Trian fund management	30.53M	12.82%	$497.56M
Dean capital management	107.22K	2.34%	$1.82M
Vela investment management	141.64K	0.75%	$2.40M
Sandler capital management	400.00K	0.73%	$6.78M
Neo ivy capital management	170.26K	0.57%	$2.89M
C2p capital advisory group, llc d.b.a. prosperity capital advisors	106.32K	0.41%	$4.82M
Fox run management	117.84K	0.35%	$1.92M
Ncm capital management	37.70K	0.34%	$639.30K
Nebula research & development	174.28K	0.33%	$2.84M
Boyar asset management	29.49K	0.32%	$480.63K

Top Buyers

Holder	Shares	% Assets	Change
Squarepoint ops	4.98M	0.08%	1.67M
Qube research	1.91M	0.04%	1.64M
Cubist systematic strategies	1.57M	0.16%	1.52M
Ubs group	1.82M	0.01%	1.48M
Invesco	1.88M	0.01%	1.41M

Top Sellers

Holder	Shares	% Assets	Change
Allspring global investments	898.32K	0.02%	-4.03M
Point72 asset management	2.96M	0.11%	-3.48M
Citadel advisors	-	-	-1.50M
Two sigma investments, lp	923.12K	0.03%	-1.22M
Kodai capital management lp	-	-	-1.18M

New Positions

Holder	Shares	% Assets	Change	Value
Man group	284.88K	0.01%	284.88K	$4.64M
Norges bank	264.91K	0.00%	264.91K	$4.32M
Nebula research & development	174.28K	0.33%	174.28K	$2.84M
Neo ivy capital management	170.26K	0.57%	170.26K	$2.89M
Holocene advisors, lp	166.08K	0.01%	166.08K	$2.71M

Sold Out

Holder	Change
Tyler-stone wealth management	-4.00
Tfo-tdc	-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 %
Dec 31, 2024	405	-1.22%	178,581,711	0.22%	87	1.15%	197	2.07%	129	6.61%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	5.59M	2.85%	47.32K
Vanguard US Total Market Shares ETF	5.61M	2.76%	4.52K
Oakmark Equity And Income Investor	5.56M	2.73%	-
Harris Assoc. Oakmark Eq & Inc CIT	5.56M	2.73%	-
Vanguard Total Stock Mkt Idx Inv	5.41M	2.70%	4.09K
Schwab US Dividend Equity ETF™	4.73M	2.41%	3.72K
Vanguard Small Cap Index	4.42M	2.21%	3.64K
iShares Select Dividend ETF	3.53M	1.80%	-
Vanguard Equity-Income Inv	3.61M	1.77%	-849.72K
Allspring Special US Mid Cap Value Eq	3.33M	1.64%	-260.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 04, 2025	GILBERT KENNETH W	-	Sell	$52.99K
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

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	1
2024 Q4	-	2
2024 Q3	-	3
2024 Q2	-	2
2024 Q1	-	1

WEN Ownership FAQ

Who Owns Wendy's?

Wendy's shareholders are primarily institutional investors at 87.15%, followed by 8.97% insiders and 3.88% retail investors. The average institutional ownership in Wendy's's industry, Restaurants Stocks , is 61.96%, which Wendy's exceeds.

Who owns the most shares of Wendy's?

Wendy's’s largest shareholders are Trian fund management (30.53M shares, 14.90%), Vanguard group (21.1M shares, 10.30%), and Blackrock funding, inc. /de (19.81M shares, 9.67%). Together, they hold 34.86% 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 12.82% of its assets in 30.53M Wendy's shares, valued at 497.56M$.

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 2.85% of its total shares outstanding invested in 5.59M Wendy's shares.

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