Wendy's Ownership | Who Owns Wendy's?

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Wendy's Ownership Summary

Wendy's is owned by 98.00% institutional investors, 9.09% insiders. Trian fund management is the largest institutional shareholder, holding 16.02% of WEN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.05% of its assets in Wendy's shares.

WEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Wendy's	98.00%	9.09%	-7.09%
Sector	Consumer Cyclical Stocks	345.09%	16.10%	-261.19%
Industry	Restaurants Stocks	59.92%	13.60%	26.48%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Trian fund management	30.47M	16.02%	$252.58M
Blackrock funding, inc. /de	26.31M	13.83%	$218.15M
Blackrock	19.61M	9.55%	$332.50M
Vanguard group	17.13M	8.93%	$142.73M
Fairfax financial ltd/ can	8.01M	4.21%	$66.29M
Sixth street partners management company	7.52M	3.95%	$62.37M
Charles schwab investment management	7.52M	3.95%	$62.37M
Vanguard capital management	6.92M	3.64%	$57.40M
Wells fargo & company/mn	6.68M	3.51%	$55.41M
State street	6.57M	3.45%	$54.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Trian fund management	30.47M	5.97%	$252.58M
Fairfax financial ltd/ can	8.01M	2.51%	$66.29M
Soviero asset management, lp	570.00K	1.99%	$4.73M
Bluefin capital management	193.68K	0.86%	$1.35M
Sandler capital management	400.00K	0.73%	$6.78M
Caitong asset management	366.31K	0.42%	$3.04M
Ai financial services	108.88K	0.39%	$902.63K
Sound income strategies	784.39K	0.29%	$6.50M
Element capital management	900.00K	0.23%	$7.46M
Bayesian capital management, lp	43.10K	0.23%	$357.30K

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	7.52M	0.01%	7.52M
Fairfax financial ltd/ can	8.01M	2.51%	4.74M
Blackrock funding, inc. /de	26.31M	0.00%	4.58M
Point72 asset management	1.92M	0.02%	1.90M
Geode capital management	4.27M	0.00%	1.31M

Top Sellers

Holder	Shares	% Assets	Change
Arrowstreet capital, limited partnership	-	-	-4.04M
Morgan stanley	4.00M	0.00%	-3.60M
1832 asset management	-	-	-3.46M
Millennium management	-	-	-3.40M
Bank of america corp /de/	1.26M	0.00%	-3.23M

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	7.52M	0.01%	7.52M	$62.37M
Element capital management	900.00K	0.23%	900.00K	$7.46M
Two sigma advisers, lp	412.20K	0.01%	412.20K	$3.78M
First eagle investment management	353.02K	0.00%	353.02K	$2.93M
Norges bank	264.91K	0.00%	264.91K	$4.32M

Sold Out

Holder	Change
Newbridge financial services group	-1.00
Curio wealth	-2.00
Dunhill financial	-3.00
Bay harbor wealth management	-4.00
Tyler-stone wealth management	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	443	1.37%	186,430,045	-2.86%	97	1.00%	215	0.94%	141	0.71%
Mar 31, 2026	432	-4.64%	191,856,102	0.82%	98	1.01%	211	-13.52%	138	5.34%
Dec 31, 2025	316	-26.51%	102,027,981	-43.89%	53	0.59%	170	-19.05%	87	-32.03%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	9.63M	5.05%	6.63K
Vanguard US Total Market Shares ETF	5.61M	2.76%	4.52K
iShares Core S&P Mid-Cap ETF	5.24M	2.75%	-
Vanguard Morn Total Stk Mkt Idx Investor	4.85M	2.55%	66.90K
Vanguard Total Stock Mkt Idx Inv	4.85M	2.55%	66.90K
Vanguard MStar Total Stk Mkt Idx Invest	4.85M	2.54%	-
Schwab US Dividend Equity ETF™	4.15M	2.18%	10.56K
iShares Russell 2000 ETF	4.13M	2.17%	-73.25K
Vanguard Equity-Income Inv	4.03M	2.10%	-
iShares Select Dividend ETF	3.70M	1.94%	-

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
2026 Q3	-	-
2026 Q2	-	-
2026 Q1	-	-
2025 Q4	2	-
2025 Q3	-	-

WEN Ownership FAQ

Who Owns Wendy's?

Wendy's shareholders are primarily institutional investors at 98.00%, followed by 9.09% insiders and -7.09% retail investors. The average institutional ownership in Wendy's's industry, Restaurants Stocks , is 59.92%, which Wendy's exceeds.

Who owns the most shares of Wendy's?

Wendy's’s largest shareholders are Trian fund management (30.47M shares, 16.02%), Blackrock funding, inc. /de (26.31M shares, 13.83%), and Blackrock (19.61M shares, 9.55%). Together, they hold 39.39% 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 5.97% of its assets in 30.47M Wendy's shares, valued at 252.58M$.

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 5.05% of its total shares outstanding invested in 9.63M Wendy's shares.

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