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. Oakmark Equity And Income Investor 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	91.62%	9.37%	-0.99%
Sector	Consumer Cyclical Stocks	39.80%	14.40%	45.80%
Industry	Restaurants Stocks	48.62%	12.40%	38.98%

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
Fox run management	117.84K	0.35%	$1.92M
Ncm capital management	37.70K	0.34%	$639.30K
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
Aqr capital management	10.42M	0.22%	$169.86M
Mcdonald partners	47.86K	0.20%	$780.14K

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
Holocene advisors, lp	166.08K	0.01%	166.08K	$2.71M
Peak6	149.67K	0.01%	149.67K	$2.44M
Fox run management	117.84K	0.35%	117.84K	$1.92M

Sold Out

Holder	Change
Activest wealth management	-1.00
Tyler-stone wealth management	-4.00
Tfo-tdc	-4.00
Greenline partners	-5.00
Scarborough advisors	-9.00

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
Oakmark Equity And Income Investor	6.85M	3.57%	1.29M
Harris Assoc. Oakmark Eq & Inc CIT	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	5.26M	2.75%	-9.46K
Vanguard Total Stock Mkt Idx Inv	5.16M	2.69%	-292.22K
Schwab US Dividend Equity ETF™	4.57M	2.38%	-783.00
Vanguard Equity-Income Inv	4.03M	2.10%	-
Vanguard Small Cap Index	3.99M	2.08%	-307.96K
iShares Select Dividend ETF	3.60M	1.88%	-2.46K
Allspring Special US Mid Cap Value Eq	3.33M	1.64%	-260.00K

Recent Insider Transactions

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

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q2	4	1
2025 Q1	-	1
2024 Q4	-	2
2024 Q3	-	3

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 48.62%, 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?

Oakmark Equity And Income Investor 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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