Wendy's Ownership | Who Owns Wendy's?

Overview Forecast RevenueFinancials Chart Transcripts

Wendy's Ownership Summary

Wendy's is owned by 94.37% institutional investors, 9.46% insiders. Trian fund management is the largest institutional shareholder, holding 15.86% of WEN shares. Harris Assoc. Oakmark Eq & Inc CIT is the top mutual fund, with 3.57% of its assets in Wendy's shares.

WEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Wendy's	94.37%	9.46%	-3.83%
Sector	Consumer Cyclical Stocks	42.53%	14.10%	43.38%
Industry	Restaurants Stocks	49.56%	11.47%	38.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Trian fund management	30.44M	15.86%	$278.80M
Blackrock funding, inc. /de	24.11M	12.56%	$220.83M
Vanguard group	18.59M	9.68%	$170.28M
Blackrock	19.61M	9.55%	$332.50M
Harris associates l p	10.60M	5.52%	$97.07M
Aqr capital management	10.42M	5.09%	$169.86M
Charles schwab investment management	6.86M	3.58%	$62.88M
Morgan stanley	6.19M	3.23%	$56.71M
State street	5.34M	2.78%	$48.95M
Arrowstreet capital, limited partnership	4.28M	2.23%	$39.17M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Trian fund management	30.44M	6.79%	$278.80M
Quinn opportunity partners	1.22M	0.79%	$11.15M
Sandler capital management	400.00K	0.73%	$6.78M
Sound income strategies	787.12K	0.38%	$6.95M
Ai financial services	57.62K	0.27%	$545.04K
Oak thistle	179.08K	0.25%	$1.64M
Aqr capital management	10.42M	0.22%	$169.86M
Boyar asset management	27.88K	0.21%	$318.37K
Sheets smith investment management	33.73K	0.20%	$308.92K
Legacy capital group california	68.88K	0.16%	$630.95K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	24.11M	0.00%	4.34M
Marshall wace, llp	4.03M	0.04%	4.03M
Morgan stanley	6.19M	0.00%	1.89M
Fmr	1.52M	0.00%	1.49M
Wells fargo & company/mn	1.26M	0.00%	1.17M

Top Sellers

Holder	Shares	% Assets	Change
Point72 asset management	2.94M	0.04%	-4.76M
1832 asset management	-	-	-3.46M
Vanguard group	18.59M	0.00%	-2.67M
Ubs group	2.69M	0.00%	-2.12M
Jpmorgan chase	229.88K	0.00%	-1.82M

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	4.03M	0.04%	4.03M	$36.91M
Squarepoint ops	958.99K	0.01%	958.99K	$8.78M
Public sector pension investment board	616.97K	0.02%	616.97K	$5.65M
Two sigma advisers, lp	412.20K	0.01%	412.20K	$3.78M
Norges bank	264.91K	0.00%	264.91K	$4.32M

Sold Out

Holder	Change
Newbridge financial services group	-1.00
Activest wealth management	-1.00
Rialto wealth management	-3.00
Tyler-stone wealth management	-4.00
Tfo-tdc	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	408	-4.00%	181,140,604	-8.06%	94	0.90%	195	-14.85%	124	2.48%
Jun 30, 2025	412	-7.42%	196,524,397	5.17%	102	1.22%	224	-10.04%	118	6.31%
Mar 31, 2025	443	-1.12%	186,764,546	0.20%	91	1.11%	246	10.31%	112	-20.00%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Harris Assoc. Oakmark Eq & Inc CIT	6.85M	3.57%	1.29M
Oakmark Equity And Income Investor	6.85M	3.57%	1.29M
Vanguard US Total Market Shares ETF	5.61M	2.76%	4.52K
iShares Core S&P Mid-Cap ETF	5.24M	2.75%	-
Vanguard Total Stock Mkt Idx Inv	5.05M	2.64%	-108.30K
Schwab US Dividend Equity ETF™	4.59M	2.41%	968.00
Vanguard Equity-Income Inv	4.03M	2.10%	-
Vanguard Small Cap Index	3.97M	2.08%	-13.88K
iShares Select Dividend ETF	3.60M	1.89%	-
Allspring Special US Mid Cap Value Eq	3.33M	1.64%	-260.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 20, 2025	Suerken Peter J. JR	President, U.S.	Buy	$3.94K
Nov 19, 2025	Min John	Chief Legal Ofcr & Secretary	Buy	$13.91K
Jun 03, 2025	Radkoski Lindsay J.	CMO, U.S.	Buy	$58.98K
May 23, 2025	Cook Kenneth M.	Chief Financial Officer	Buy	$17.02K
May 21, 2025	O'Brien Matthew Coley	Chief People Officer	Buy	$20.30K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	2	-
2025 Q3	-	-
2025 Q2	4	1
2025 Q1	-	1
2024 Q4	-	2

WEN Ownership FAQ

Who Owns Wendy's?

Wendy's shareholders are primarily institutional investors at 94.37%, followed by 9.46% insiders and -3.83% retail investors. The average institutional ownership in Wendy's's industry, Restaurants Stocks , is 49.56%, which Wendy's exceeds.

Who owns the most shares of Wendy's?

Wendy's’s largest shareholders are Trian fund management (30.44M shares, 15.86%), Blackrock funding, inc. /de (24.11M shares, 12.56%), and Vanguard group (18.59M shares, 9.68%). Together, they hold 38.10% 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 6.79% of its assets in 30.44M Wendy's shares, valued at 278.8M$.

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

Harris Assoc. Oakmark Eq & Inc CIT is the top mutual fund holder of Wendy's shares, with 3.57% of its total shares outstanding invested in 6.85M Wendy's shares.

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