Recent Quarter Total Invested
$2.98 B
Recent Quarter Institutional Ownership Percentage
85.59%
Total Invested of Last Quarter
$3.28 B
Ownership Percentage of Last Quarter
83.06%
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. | 08/14/2024 | 31.51 M | $534.37 M | 0.13% | 15.34% |
| VANGUARD GROUP INC | 08/13/2024 | 21.73 M | $368.60 M | 3.02% | 10.58% |
| BLACKROCK INC. | 08/13/2024 | 19.61 M | $332.50 M | -0.75% | 9.55% |
| HARRIS ASSOCIATES L P | 08/14/2024 | 9.49 M | $160.98 M | 9.82% | 4.62% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 6.81 M | $115.56 M | 76.83% | 3.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 6.04 M | $102.36 M | 1.29% | 2.94% |
| STATE STREET CORP | 08/14/2024 | 5.15 M | $87.34 M | 0.02% | 2.51% |
| JPMORGAN CHASE & CO | 08/12/2024 | 5.08 M | $86.11 M | -14.12% | 2.47% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 5.07 M | $85.98 M | -5.14% | 2.47% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 4.09 M | $69.45 M | 1.75% | 1.99% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 3.49 M | $59.21 M | 113.62% | 1.70% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 3.04 M | $51.57 M | -8.45% | 1.48% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 2.98 M | $50.59 M | 2.32% | 1.45% |
| ROYAL BANK OF CANADA | 08/14/2024 | 2.89 M | $49.00 M | -7.03% | 1.41% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 2.75 M | $46.56 M | 3.88% | 1.34% |
| POINT72 ASSET MANAGEMENT, L.P. | 09/16/2024 | 2.48 M | $42.08 M | 100.00% | 1.21% |
| MORGAN STANLEY | 08/14/2024 | 2.38 M | $40.42 M | 36.51% | 1.16% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 2.02 M | $34.26 M | -34.85% | 0.98% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 1.59 M | $26.99 M | -23.93% | 0.77% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 1.56 M | $26.40 M | -23.11% | 0.76% |
| INVESCO LTD. | 08/13/2024 | 1.46 M | $24.79 M | 17.92% | 0.71% |
| NORTHERN TRUST CORP | 08/14/2024 | 1.27 M | $21.49 M | 16.22% | 0.62% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 1.23 M | $20.80 M | -7.69% | 0.60% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 1.07 M | $18.13 M | -81.54% | 0.52% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/13/2024 | 1.06 M | $17.91 M | 0.00% | 0.51% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 1.01 M | $17.09 M | 100.00% | 0.49% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/14/2024 | 1.00 M | $16.99 M | -5.97% | 0.49% |
| VOYA INVESTMENT MANAGEMENT LLC | 08/14/2024 | 978,531 | $16.60 M | 1.50% | 0.48% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 894,424 | $15.17 M | 12.65% | 0.44% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 866,878 | $14.71 M | 619.39% | 0.42% |
| GRADIENT INVESTMENTS LLC | 07/18/2024 | 825,694 | $14.00 M | -1.55% | 0.40% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2024 | 825,295 | $14.00 M | -31.09% | 0.40% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 787,358 | $13.35 M | 84.81% | 0.38% |
| NORGES BANK | 08/14/2024 | 685,982 | $11.63 M | 100.00% | 0.33% |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 08/14/2024 | 650,000 | $11.02 M | 100.00% | 0.32% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 644,615 | $10.93 M | 100.00% | 0.31% |
| RETIREMENT SYSTEMS OF ALABAMA | 07/24/2024 | 608,498 | $10.32 M | -0.77% | 0.30% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 565,996 | $9.60 M | -32.53% | 0.28% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 554,868 | $9.41 M | -12.22% | 0.27% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 541,091 | $9.18 M | 87.87% | 0.26% |
| RHUMBLINE ADVISERS | 08/01/2024 | 535,220 | $9.08 M | -4.42% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 470,407 | $7.98 M | 3.78% | 0.23% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 468,736 | $7.95 M | 208.23% | 0.23% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 468,243 | $7.94 M | -59.53% | 0.23% |
| FEDERATED HERMES, INC. | 08/08/2024 | 438,952 | $7.44 M | 82.99% | 0.21% |
| CADENCE BANK | 08/13/2024 | 424,704 | $7.20 M | 1.03% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 411,400 | $6.98 M | 36.18% | 0.20% |
| SANDLER CAPITAL MANAGEMENT | 08/14/2024 | 400,000 | $6.78 M | -48.59% | 0.19% |
| FIL LTD | 08/13/2024 | 382,915 | $6.49 M | 5.49% | 0.19% |
| SEI INVESTMENTS CO | 08/13/2024 | 382,145 | $6.48 M | 8.23% | 0.19% |
The Wendy's Companyinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of WEN shares?
During the previous two years, 568 institutional investors and hedge funds held shares of The Wendy's Company. The most heavily invested institutionals were:
TRIAN FUND MANAGEMENT, L.P.: 31.51 M
VANGUARD GROUP INC: 21.73 M
BlackRock Inc.: 19.61 M
HARRIS ASSOCIATES L P: 9.49 M
AQR CAPITAL MANAGEMENT LLC: 6.81 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 6.04 M
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What percentage of The Wendy's Company stock is owned by institutional investors?
85.59% of The Wendy's Company stock is owned by institutional investors.
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How much institutional buying is happening at WEN ?
Institutional investors have bought a total of 228.90 M shares in the last 24 months. This purchase volume represents approximately $4.02 B in transactions.