Wendy's Ownership | Who Owns Wendy's?

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Wendy's Ownership Summary

Wendy's is owned by 98.79% institutional investors, 9.01% insiders. Trian fund management is the largest institutional shareholder, holding 15.68% of WEN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.06% of its assets in Wendy's shares.

WEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Wendy's	98.79%	9.01%	-7.81%
Sector	Consumer Cyclical Stocks	249.86%	15.44%	-165.30%
Industry	Restaurants Stocks	43.23%	12.62%	44.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Trian fund management	30.45M	15.68%	$211.60M
Blackrock funding, inc. /de	21.74M	11.19%	$151.08M
Blackrock	19.61M	9.55%	$332.50M
Vanguard group	17.13M	8.93%	$142.73M
Morgan stanley	7.59M	3.91%	$52.76M
Wells fargo & company/mn	6.91M	3.56%	$48.04M
Charles schwab investment management	6.50M	3.35%	$45.16M
Harris associates l p	5.93M	3.05%	$41.21M
State street	5.47M	2.81%	$37.99M
Arrowstreet capital, limited partnership	4.04M	2.08%	$28.08M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Trian fund management	30.45M	5.48%	$211.60M
Soviero asset management, lp	470.00K	1.63%	$3.27M
Fairfax financial ltd/ can	3.27M	1.17%	$22.75M
Pharvision advisers	14.07K	0.99%	$97.77K
Bluefin capital management	193.68K	0.86%	$1.35M
Bayesian capital management, lp	101.10K	0.86%	$702.64K
Sandler capital management	400.00K	0.73%	$6.78M
Oasis management	1.51M	0.61%	$10.51M
Quinn opportunity partners	1.59M	0.57%	$11.03M
Bridgefront capital	220.95K	0.38%	$1.54M

Top Buyers

Holder	Shares	% Assets	Change
Two sigma investments, lp	3.78M	0.02%	3.78M
Healthcare of ontario pension plan trust fund	3.75M	0.04%	3.75M
Fairfax financial ltd/ can	3.27M	1.17%	3.27M
Wells fargo & company/mn	6.91M	0.01%	2.69M
Renaissance	2.34M	0.03%	2.25M

Top Sellers

Holder	Shares	% Assets	Change
Aqr capital management	3.11M	0.01%	-8.59M
Harris associates l p	5.93M	0.05%	-4.04M
1832 asset management	-	-	-3.46M
Blackrock funding, inc. /de	21.74M	0.00%	-3.17M
Point72 asset management	14.44K	0.00%	-1.55M

New Positions

Holder	Shares	% Assets	Change	Value
Two sigma investments, lp	3.78M	0.02%	3.78M	$26.31M
Healthcare of ontario pension plan trust fund	3.75M	0.04%	3.75M	$26.06M
Fairfax financial ltd/ can	3.27M	1.17%	3.27M	$22.75M
Hotchkis & wiley capital management	1.66M	0.04%	1.66M	$11.54M
Vanguard fiduciary trust	997.07K	0.00%	997.07K	$6.93M

Sold Out

Holder	Change
Newbridge financial services group	-1.00
Bay harbor wealth management	-4.00
Tyler-stone wealth management	-4.00
Tfo-tdc	-4.00
Greenline partners	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	443	-1.12%	186,764,546	0.20%	91	1.11%	246	10.31%	112	-20.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	9.64M	5.06%	2.48K
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	4.78M	2.51%	-
Vanguard Equity-Income Inv	4.03M	2.10%	-
iShares Select Dividend ETF	3.70M	1.94%	-
Schwab US Dividend Equity ETF™	3.65M	1.92%	3.14K
Vanguard Small Cap Index	3.53M	1.85%	7.32K
Oakmark Equity And Income Investor	3.40M	1.78%	-3.45M
Harris Assoc. Oakmark Eq & Inc CIT	3.40M	1.78%	-3.45M

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 Q2	-	-
2026 Q1	-	-
2025 Q4	2	-
2025 Q3	-	-
2025 Q2	4	1

WEN Ownership FAQ

Who Owns Wendy's?

Wendy's shareholders are primarily institutional investors at 98.79%, followed by 9.01% insiders and -7.80% retail investors. The average institutional ownership in Wendy's's industry, Restaurants Stocks , is 43.23%, which Wendy's exceeds.

Who owns the most shares of Wendy's?

Wendy's’s largest shareholders are Trian fund management (30.45M shares, 15.68%), Blackrock funding, inc. /de (21.74M shares, 11.19%), and Blackrock (19.61M shares, 9.55%). Together, they hold 36.42% 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 5.48% of its assets in 30.45M Wendy's shares, valued at 211.6M$.

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 5.06% of its total shares outstanding invested in 9.64M Wendy's shares.

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