Wendy's WEN Institutional Ownership

NASDAQ WEN
$6.28 -0.24 (-3.68%)
At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

401 Institutions
Increased 209 52.1%
Unchanged 57 14.2%
Reduced 135 33.7%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
93.92%
Shares Held by Institutions
179.05Mn
of 190.64Mn outstanding
▼-6.51% QoQ
Shares Outstanding
190.64Mn
11.58Mn held outside 13F filers
Institutional Investors
401
filed 13F for Jun 2026
▼-6 vs prior quarter
Net Shares Added (QoQ)
-12.48Mn
distributed since last quarter
Value of Holdings
$1.17Bn
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

Wendy's Co (NASDAQ:WEN) was reported as a holding by 401 institutional investors in 13F filings for the quarter ended June 30, 2026.

Form 13F Holdings

402 Institutional Holders

Report period 30 Jun, 2026
Total shares held 179.05Mn
Of outstanding 93.92%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 TRIAN FUND MANAGEMENT, L.P. 0001345471 30,468,434 15.98% ▲22,412 +0.07% $252.58Mn
2 BlackRock, Inc. 0002012383 26,314,724 13.80% ▲4,576,075 +21.05% $218.15Mn
3 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 10,301,732 5.40% ▲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
6 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 6,924,310 3.63% ▲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 3.44% ▲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 1.25% ▼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 1.00% ▲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
20 Invesco Ltd. 0000914208 1,702,730 0.89% ▲77,188 +4.75% $14.12Mn