The Wendy's Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 05/15/2025 | 30.42 M | $445.10 M | -0.33% | 14.92% |
| VANGUARD GROUP INC | 05/09/2025 | 21.63 M | $316.51 M | 2.54% | 10.61% |
| BLACKROCK, INC. | 05/02/2025 | 19.77 M | $289.30 M | -0.16% | 9.70% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 10.64 M | $155.00 M | 2.08% | 5.22% |
| HARRIS ASSOCIATES L P | 05/15/2025 | 9.75 M | $142.66 M | 5.43% | 4.78% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 6.77 M | $99.01 M | 7.37% | 3.32% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2025 | 6.01 M | $87.91 M | 103.04% | 2.95% |
| STATE STREET CORP | 05/15/2025 | 5.67 M | $82.92 M | 3.84% | 2.78% |
| JPMORGAN CHASE & CO | 05/12/2025 | 4.47 M | $65.39 M | -2.39% | 2.19% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 4.12 M | $60.24 M | 2.09% | 2.02% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 3.82 M | $55.94 M | 85.02% | 1.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 3.33 M | $48.77 M | 7.33% | 1.63% |
| JANUS HENDERSON GROUP PLC | 05/15/2025 | 3.21 M | $47.02 M | 2.55% | 1.58% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 3.13 M | $45.73 M | 155.39% | 1.53% |
| NORTHERN TRUST CORP | 05/13/2025 | 2.99 M | $43.70 M | 89.62% | 1.47% |
| MORGAN STANLEY | 05/15/2025 | 2.95 M | $43.18 M | 9.08% | 1.45% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 2.58 M | $37.71 M | 5.85% | 1.26% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 2.56 M | $37.38 M | 6,287.50% | 1.25% |
| FUND 1 INVESTMENTS, LLC | 05/15/2025 | 2.50 M | $36.58 M | 100.00% | 1.23% |
| ROYAL BANK OF CANADA | 05/15/2025 | 2.39 M | $34.92 M | -0.55% | 1.17% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 2.05 M | $29.99 M | 311.18% | 1.01% |
| INVESCO LTD. | 05/12/2025 | 1.95 M | $28.59 M | 3.78% | 0.96% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 1.64 M | $23.96 M | -14.31% | 0.80% |
| UBS GROUP AG | 05/13/2025 | 1.33 M | $19.48 M | -27.00% | 0.65% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 1.08 M | $15.73 M | -9.25% | 0.53% |
| TREXQUANT INVESTMENT LP | 05/14/2025 | 1.06 M | $15.44 M | 3.12% | 0.52% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 1.04 M | $15.28 M | -0.85% | 0.51% |
| 05/12/2025 | 1.03 M | $15.12 M | 100.00% | 0.51% | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/13/2025 | 916.72 K | $13.41 M | 14.44% | 0.45% |
| VOYA INVESTMENT MANAGEMENT LLC | 06/18/2025 | 901.80 K | $13.19 M | 6.89% | 0.44% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2025 | 883.56 K | $12.93 M | 30.61% | 0.43% |
| PEAK6 LLC | 05/14/2025 | 870.90 K | $12.74 M | 335.45% | 0.43% |
| HRT FINANCIAL LP | 05/15/2025 | 807.21 K | $11.81 M | 73.35% | 0.40% |
| GRADIENT INVESTMENTS LLC | 04/09/2025 | 787.89 K | $11.53 M | 1.98% | 0.39% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/12/2025 | 778.46 K | $11.39 M | 161.94% | 0.38% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2025 | 762.17 K | $11.15 M | -2.61% | 0.37% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/15/2025 | 724.31 K | $10.60 M | -11.61% | 0.36% |
| RETIREMENT SYSTEMS OF ALABAMA | 04/21/2025 | 712.27 K | $10.42 M | 0.03% | 0.35% |
| RHUMBLINE ADVISERS | 05/29/2025 | 700.47 K | $10.25 M | 20.12% | 0.34% |
| FIRST TRUST ADVISORS LP | 05/14/2025 | 661.50 K | $9.68 M | 25.87% | 0.32% |
| VERITION FUND MANAGEMENT LLC | 05/15/2025 | 645.40 K | $9.44 M | -45.87% | 0.32% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 639.09 K | $9.35 M | 1.76% | 0.31% |
| FEDERATED HERMES, INC. | 05/08/2025 | 624.69 K | $9.14 M | 32.28% | 0.31% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 624.63 K | $9.19 M | -30.47% | 0.31% |
| SOUND INCOME STRATEGIES, LLC | 04/17/2025 | 596.44 K | $8.73 M | 84,261.81% | 0.29% |
| IEQ CAPITAL, LLC | 05/14/2025 | 569.89 K | $8.34 M | 112.23% | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 533.30 K | $7.80 M | -15.21% | 0.26% |
| JANE STREET GROUP, LLC | 05/19/2025 | 505.70 K | $7.40 M | 22.00% | 0.25% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 05/15/2025 | 504.64 K | $7.38 M | -67.82% | 0.25% |
| JANE STREET GROUP, LLC | 05/19/2025 | 455.10 K | $6.66 M | -44.95% | 0.22% |
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The Wendy's Company institutional Ownership - FAQ's
During the previous two years, 621 institutional investors and hedge funds held shares of The Wendy's Company. The most heavily invested institutionals were:
TRIAN FUND MANAGEMENT, L.P.: 30.42 M
VANGUARD GROUP INC: 21.63 M
BlackRock, Inc.: 19.77 M
AQR CAPITAL MANAGEMENT LLC: 10.64 M
HARRIS ASSOCIATES L P: 9.75 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 6.77 M
91.65% of The Wendy's Company stock is owned by institutional investors.
Institutional investors have bought a total of 259.65 M shares in the last 24 months. This purchase volume represents approximately $3.08 B in transactions.