Wendy's Ownership | Who Owns Wendy's?


OverviewForecastRevenueFinancialsChartTranscripts

Wendy's Ownership Summary


Wendy's is owned by 53.15% institutional investors, 6.43% insiders, and 40.42% retail investors. Trian fund management is the largest institutional shareholder, holding 15.86% of WEN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.04% of its assets in Wendy's shares.

WEN Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWendy's53.15%6.43%40.42%
SectorConsumer Cyclical Stocks 33.14%14.17%52.68%
IndustryRestaurants Stocks 35.64%11.34%53.03%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Trian fund management30.44M15.86%$278.80M
Blackrock funding, inc. /de24.91M12.98%$207.46M
Blackrock19.61M9.55%$332.50M
Vanguard group17.13M8.93%$142.73M
Harris associates l p10.60M5.52%$97.07M
Aqr capital management10.42M5.09%$169.86M
Charles schwab investment management7.09M3.69%$59.08B
Morgan stanley6.55M3.41%$54.55M
State street5.34M2.78%$48.95M
Arrowstreet capital, limited partnership4.28M2.23%$39.17M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Semanteon capital management, lp12.11K13.52%$100.89K
Trian fund management30.44M6.79%$278.80M
Cannon global investment management48.50K1.02%$404.00K
Quinn opportunity partners1.22M0.79%$11.15M
Sandler capital management400.00K0.73%$6.78M
Sound income strategies760.07K0.30%$6.32M
Ai financial services66.28K0.26%$552.13K
Aqr capital management10.42M0.22%$169.86M
Sheets smith investment management33.73K0.20%$308.92K
Oak thistle140.06K0.16%$1.17M

Top Buyers

HolderShares% AssetsChange
Marshall wace, llp4.03M0.04%4.03M
Jane street group3.16M0.00%2.22M
Fmr1.52M0.00%1.49M
Wells fargo & company/mn1.26M0.00%1.17M
Quantinno capital management lp1.27M0.03%1.11M

Top Sellers

HolderShares% AssetsChange
Point72 asset management2.94M0.04%-4.76M
1832 asset management---3.46M
Citadel advisors---1.50M
Vanguard group17.13M0.00%-1.46M
Kodai capital management lp---1.18M

New Positions

HolderShares% AssetsChangeValue
Marshall wace, llp4.03M0.04%4.03M$36.91M
Squarepoint ops958.99K0.01%958.99K$8.78M
Public sector pension investment board616.97K0.02%616.97K$5.65M
Two sigma advisers, lp412.20K0.01%412.20K$3.78M
Ruffer llp382.89K0.15%382.89K$3.19M

Sold Out

HolderChange
Newbridge financial services group-1.00
Activest wealth management-1.00
Tfo-tdc-4.00
Tyler-stone wealth management-4.00
Greenline partners-5.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025316-26.51%102,027,981-43.89%530.59%170-19.05%87-32.03%
Sep 30, 2025408-4.00%181,140,604-8.06%940.90%195-14.85%1242.48%
Jun 30, 2025412-7.42%196,524,3975.17%1021.22%224-10.04%1186.31%
Mar 31, 2025443-1.12%186,764,5460.20%911.11%24610.31%112-20.00%
Dec 31, 2024405-1.22%178,581,7110.22%871.15%1972.07%1296.61%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF9.59M5.04%9.59M
Harris Assoc. Oakmark Eq & Inc CIT6.85M3.60%-
Oakmark Equity And Income Investor6.85M3.60%-
Vanguard US Total Market Shares ETF5.61M2.76%4.52K
iShares Core S&P Mid-Cap ETF5.24M2.75%-
Schwab US Dividend Equity ETF™4.85M2.55%10.59K
Vanguard Total Stock Mkt Idx Inv4.78M2.51%-
Vanguard Equity-Income Inv4.03M2.10%-
iShares Select Dividend ETF3.69M1.94%116.10K
Vanguard Small Cap Index3.45M1.81%6.25K

Recent Insider Transactions


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

Insider Transactions Trends


DateBuySell
2026 Q1--
2025 Q42-
2025 Q3--
2025 Q241
2025 Q1-1

WEN Ownership FAQ


Who Owns Wendy's?

Wendy's shareholders are primarily institutional investors at 53.15%, followed by 6.43% insiders and 40.42% retail investors. The average institutional ownership in Wendy's's industry, Restaurants Stocks , is 35.64%, 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 (24.91M shares, 12.98%), and Blackrock (19.61M shares, 9.55%). Together, they hold 38.38% 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?

Semanteon capital management, lp is Wendy's’s biggest shareholder by percentage of total assets invested, with 13.52% of its assets in 12.11K Wendy's shares, valued at 100.89K$.

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

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Wendy's shares, with 5.04% of its total shares outstanding invested in 9.59M Wendy's shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools