Wendy's Co (WEN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

192,400,000Shares Outstanding

468,694Shares held by institutions

$3,280,858Value of institutional holdings

101.45%Institutional ownership %

9.34%Shares Changed QoQ

400No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 400 institutional investors hold a position in Wendy's Co (NASDAQ:WEN).

Institutional ownership in Wendy's edged up to 101.4% in December 2025, compared to 96.2% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 9.34%, with a year-over-year a decrease of 4.99% in the count of filers.
The latest 13F cycle for Wendy's reveals that of 400 total investors, 229 funds grew their exposure, whereas 119 reduced theirs and 52 made no changes.
Collectively, institutional investors increased their stake in Wendy's to 195.18Mn shares as of December 2025, a change that is up by 16.67Mn shares quarter on quarter and up 7.99Mn shares year over year.
TRIAN FUND MANAGEMENT, L.P.'s holding of 30.44Mn shares as of December 31, 2025 makes it the primary institutional investor in Wendy's, owning 15.82% of the stock.
Among the most significant buyers of Wendy's during December 2025 were JANE STREET GROUP, LLC (5.44Mn), AQR CAPITAL MANAGEMENT LLC (3.23Mn), WELLS FARGO & COMPANY/MN (2.97Mn), BANK OF AMERICA CORP /DE/ (1.29Mn), CITADEL ADVISORS LLC (890.08K).
Leading sellers of Wendy's stock in December 2025 included MARSHALL WACE, LLP (2.89Mn), VANGUARD GROUP INC (1.46Mn), Point72 Asset Management, L.P. (1.37Mn), UBS Group AG (676.93K), HARRIS ASSOCIATES L P (631.53K).
The top 10 institutional holders of Wendy's for the quarter ending December 2025 included TRIAN FUND MANAGEMENT, L.P. (30.44Mn), BlackRock, Inc. (24.91Mn), VANGUARD GROUP INC (17.13Mn), AQR CAPITAL MANAGEMENT LLC (11.71Mn), HARRIS ASSOCIATES L P (9.97Mn), JANE STREET GROUP, LLC (8.58Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (7.09Mn), MORGAN STANLEY (6.55Mn), STATE STREET CORP (5.45Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (4.29Mn).

400 Institutional Holders

468,694 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
TRIAN FUND MANAGEMENT, L.P.	31 Dec, 2025	30,440,318	3,295	0.01%	$253,567,849.00
BlackRock, Inc.	31 Dec, 2025	24,905,595	797,103	3.31%	$207,463,608.00
VANGUARD GROUP INC	31 Dec, 2025	17,134,262	-1,455,546	-7.83%	$142,728,402.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	11,705,610	3,227,366	38.07%	$97,507,728.00
HARRIS ASSOCIATES L P	31 Dec, 2025	9,966,105	-631,534	-5.96%	$83,017,655.00
JANE STREET GROUP, LLC	31 Dec, 2025	8,577,590	5,435,494	172.99%	$71,451,325.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	7,091,847	227,023	3.31%	$59,075,086.00
MORGAN STANLEY	31 Dec, 2025	6,549,066	357,814	5.78%	$54,553,733.00
STATE STREET CORP	31 Dec, 2025	5,446,335	102,084	1.91%	$45,367,971.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	4,287,667	11,454	0.27%	$35,716,266.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	4,257,211	1,285,381	43.25%	$35,462,566.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	4,224,648	2,966,517	235.79%	$35,191,309.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	3,946,544	-327,749	-7.67%	$32,873,993.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	3,196,092	-385,673	-10.77%	$26,629,066.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	2,395,138	376,268	18.64%	$19,951,500.00
NORTHERN TRUST CORP	31 Dec, 2025	2,265,997	60,515	2.74%	$18,875,754.00
Bank of New York Mellon Corp	31 Dec, 2025	2,216,154	163,799	7.98%	$18,460,560.00
UBS Group AG	31 Dec, 2025	2,011,538	-676,933	-25.18%	$16,756,112.00
FMR LLC	31 Dec, 2025	1,834,757	311,286	20.43%	$15,283,521.00
Gotham Asset Management, LLC	31 Dec, 2025	1,805,023	325,153	21.97%	$15,035,842.00

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