Wendy's Ownership | Who Owns Wendy's?

Overview Forecast RevenueFinancials Chart Transcripts

Wendy's Ownership Summary

Wendy's is owned by 91.62% institutional investors, 9.37% insiders. 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 2.89% of its assets in Wendy's shares.

WEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Wendy's	91.62%	9.37%	-0.99%
Sector	Consumer Cyclical Stocks	36.48%	13.50%	50.01%
Industry	Restaurants Stocks	45.58%	10.95%	43.48%

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
Jpmorgan chase	4.58M	2.23%	$74.63M
Dimensional fund advisors lp	4.03M	1.97%	$65.75M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Trian fund management	30.53M	12.82%	$497.56M
Sandler capital management	400.00K	0.73%	$6.78M
Neo ivy capital management	170.26K	0.57%	$2.89M
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
Quest partners	120.58K	0.26%	$1.97M
Gradient investments	772.58K	0.26%	$12.59M
Towerview	22.50K	0.25%	$381.60K

Top Buyers

Holder	Shares	% Assets	Change
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
Verition fund management	1.19M	0.08%	1.14M

Top Sellers

Holder	Shares	% Assets	Change
Squarepoint ops	-	-	-4.98M
Allspring global investments	898.32K	0.02%	-4.03M
Point72 asset management	2.96M	0.11%	-3.48M
1832 asset management	-	-	-3.46M
Citadel advisors	-	-	-1.50M

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
Activest wealth management	-1.00
Tfo-tdc	-4.00
Tyler-stone wealth management	-4.00
Scarborough advisors	-9.00
Clear point advisors	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	5.55M	2.89%	-910.00
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	5.43M	2.67%	20.36K
Schwab US Dividend Equity ETF™	4.84M	2.52%	837.00
Vanguard Small Cap Index	4.28M	2.23%	19.85K
Vanguard Equity-Income Inv	4.03M	2.10%	415.90K
iShares Select Dividend ETF	3.61M	1.88%	-
Allspring Special US Mid Cap Value Eq	3.33M	1.64%	-260.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 09, 2025	Min John	Chief Legal Ofcr & Secretary	Buy	$11.98K
May 05, 2025	Pringle Abigail E.	President, U.S.	Sell	$1.75M
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

Insider Transactions Trends

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

WEN Ownership FAQ

Who Owns Wendy's?

Wendy's shareholders are primarily institutional investors at 91.62%, followed by 9.37% insiders and -0.99% retail investors. The average institutional ownership in Wendy's's industry, Restaurants Stocks , is 45.58%, 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 2.89% of its total shares outstanding invested in 5.55M 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