Wendy's WEN Institutional Ownership

NASDAQ WEN

$8.06 +0.18 (+2.28%)

As of: Sep 4, 2026 · 3:18 PM EDT

Institutions by Trading Activity

402 Institutions

Increased 208 51.7%

Unchanged 57 14.2%

Reduced 137 34.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

97.98%

▼-3.27 pp QoQ

Shares Held by Institutions

186.58Mn

of 190.43Mn outstanding

▲+4.38% QoQ

Shares Outstanding

190.43Mn

3.85Mn held outside 13F filers

Institutional Investors

402

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

+7.83Mn

accumulated since last quarter

Value of Holdings

$1.47Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Wendy's Co (NASDAQ:WEN) has 402 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 98.0% of outstanding shares in June 2026, down from 101.2% in March 2026.
They increased total shares held in WEN by 4.38% quarter over quarter, and investors in Wendy's decreased 0.5% from a year ago.
Among the 402 funds, 208 bought more Wendy's shares, 137 sold down, and 57 held their ground.
Altogether, these fund groups held 186.58Mn shares in WEN by June 2026, up by 7.83Mn shares quarter on quarter, and down 8.15Mn shares year over year.
As of June 30, 2026, the biggest holder of Wendy's is TRIAN FUND MANAGEMENT, L.P. at 30.47Mn shares, representing 16.0% of shares outstanding.
The biggest buyers of Wendy's for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (7.52Mn), Fairfax Financial Holdings Ltd/ Can (4.74Mn), BlackRock, Inc. (4.58Mn), Point72 Asset Management, L.P. (1.9Mn), Jupiter Topco LLC (1.53Mn).
The largest sales of WEN for the quarter ending June 2026 came from Morgan Stanley (3.6Mn), Bank Of America Corp /De/ (3.23Mn), TWO SIGMA INVESTMENTS, LP (2.42Mn), RENAISSANCE TECHNOLOGIES LLC (2.15Mn), FMR LLC (2.11Mn).
Per Business Quant, the top 10 investors in WEN for the quarter ending June 2026 include TRIAN FUND MANAGEMENT, L.P. (30.47Mn), BlackRock, Inc. (26.31Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (10.3Mn), Fairfax Financial Holdings Ltd/ Can (8.01Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (7.52Mn), Sixth Street Partners Management Company, L.P. (7.52Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.92Mn), Wells Fargo & Company/Mn (6.68Mn), State Street Corp (6.57Mn), HARRIS ASSOCIATES L P (5.59Mn).

Form 13F Holdings

402 Institutional Holders

Report period 30 Jun, 2026

Total shares held 186.58Mn

Of outstanding 97.98%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	TRIAN FUND MANAGEMENT, L.P.	0001345471	30,468,434	16.00%	▲22,412	+0.07%	$252.58Mn
2	BlackRock, Inc.	0002012383	26,314,724	13.82%	▲4,576,075	+21.05%	$218.15Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	10,301,732	5.41%	▲1,039,931	+11.23%	$85.40Mn
4	Fairfax Financial Holdings Ltd/ Can	0000915191	8,005,627	4.20%	▲4,736,725	+144.90%	$66.29Mn
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	7,523,646	3.95%	▲1,025,723	+15.79%	$62.37Mn
5	Sixth Street Partners Management Company, L.P.	0001812095	7,523,646	3.95%	▲7,523,646	0.00%	$62.37Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,924,310	3.64%	▲100,873	+1.48%	$57.40Mn
7	Wells Fargo & Company/Mn	0000072971	6,684,034	3.51%	▼228,752	-3.31%	$55.41Mn
8	State Street Corp	0000093751	6,566,985	3.45%	▲1,101,063	+20.14%	$54.44Mn
9	HARRIS ASSOCIATES L P	0000813917	5,587,137	2.93%	▼342,664	-5.78%	$46.32Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	4,270,644	2.24%	▲1,313,451	+44.42%	$35.41Mn
11	Morgan Stanley	0000895421	3,995,468	2.10%	▼3,595,586	-47.37%	$33.12Mn
12	Northern Trust Corp	0000073124	3,518,292	1.85%	▲746,138	+26.92%	$29.17Mn
13	DIMENSIONAL FUND ADVISORS LP	0000354204	3,499,298	1.84%	▲22,562	+0.65%	$29.01Mn
14	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0001535845	2,475,000	1.30%	▼1,275,000	-34.00%	$20.52Mn
15	UBS Group AG	0001610520	2,392,515	1.26%	▼284,541	-10.63%	$19.83Mn
16	Bank of New York Mellon Corp	0001390777	2,280,217	1.20%	▲121,686	+5.64%	$18.90Mn
17	Point72 Asset Management, L.P.	0001603466	1,915,535	1.01%	▲1,901,097	+13,167.32%	$15.88Mn
18	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	1,911,960	1.00%	▲251,060	+15.12%	$15.85Mn
19	Goldman Sachs Group Inc	0000886982	1,869,697	0.98%	▲702,543	+60.19%	$15.50Mn

Showing 1 to 20 of 402 holders