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Wendy's Company Ownership | Who Owns Wendy's Company?

OverviewForecastRevenueFinancialsChartTranscripts

Wendy's Company Ownership Summary

Wendy's Company is owned by 85.62% institutional investors, 8.95% insiders, and 5.43% retail investors. Trian fund management is the largest institutional shareholder, holding 15.34% of WEN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.74% of its assets in Wendy's Company shares.

WEN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWendy's Company85.62%8.95%5.43%
SectorConsumer Cyclical Stocks 57.51%11.91%30.59%
IndustryRestaurants Stocks 71.14%9.65%19.21%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv5.58M2.74%-27.75K
Oakmark Equity And Income Investor5.56M2.73%-389.90K
Harris Assoc. Oakmark Eq & Inc CIT5.56M2.73%-389.90K
iShares Core S&P Mid-Cap ETF5.37M2.64%2.91K
Vanguard Equity-Income Inv4.46M2.19%305.75K
Vanguard Small Cap Index4.33M2.12%8.50K
Schwab US Dividend Equity ETF™4.11M2.02%3.64K
iShares Select Dividend ETF3.58M1.76%-1.20K
Allspring Special US Mid Cap Value Eq3.33M1.64%-260.00K
Allspring Special Mid Cap Value Inst3.33M1.63%-

Recent Insider Transactions

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

Insider Transactions Trends

DateBuySell
2024 Q4-2
2024 Q3-3
2024 Q2-2
2024 Q1-1
2023 Q4-3

WEN Ownership FAQ

Who Owns Wendy's Company?

Wendy's Company shareholders are primarily institutional investors at 85.62%, followed by 8.95% insiders and 5.43% retail investors. The average institutional ownership in Wendy's Company's industry, Restaurants Stocks , is 71.14%, which Wendy's Company exceeds.

Who owns the most shares of Wendy's Company?

Wendy's Company’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 Company’s total shares outstanding.

Does Blackrock own Wendy's Company?

Yes, BlackRock owns 9.55% of Wendy's Company, 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 Company’s biggest shareholder by percentage of total assets invested?

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

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Wendy's Company shares, with 2.74% of its total shares outstanding invested in 5.58M Wendy's Company shares.

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