The Wendy’s Co (WEN) Ownership

11.76 ↓0.11 (-0.93%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Trian Fund Management LP is the biggest individual institutional holder of The Wendy’s Co (WEN), owning a total of 30.5 million shares. Combined, the top 43 institutional holders of WEN own 95.72% of the company with a total of 195.6 million shares.

In the latest ownership report on December 31st 2024, the top 43 institutional holders decreased their combined ownership of WEN by 282 thousand shares. 14 institutions bought 10,635,491 total additional shares and increased their ownership by an average of 77.37%. However 7 institutions sold 10,917,986 total shares and decreased their ownership by an average of 21.83%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of The Wendy’s Co decreased by a net total of -282,495 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Trian Fund Management LP	15.007%	0.041%	30,525,029	12,434	2024-12-31
Vanguard Group Inc	10.373%	-4.223%	21,098,155	-930,189	2024-12-31
BlackRock Inc	9.737%	0.395%	19,805,914	78,012	2024-12-31
AQR Capital Management LLC	5.124%	-6.286%	10,421,114	-699,024	2024-12-31
Harris Associates L.P.	4.547%	1.769%	9,249,305	160,760	2024-12-31
Charles Schwab Investment Management Inc	3.099%	7.837%	6,303,279	458,106	2024-12-31
State Street Corp	2.684%	5.226%	5,458,671	271,078	2024-12-31
Squarepoint Ops LLC	2.447%	50.344%	4,976,780	1,666,514	2024-12-31
JPMorgan Chase & Co	2.251%	-51.234%	4,578,618	-4,810,334	2024-12-31
Dimensional Fund Advisors, Inc.	1.983%	1.098%	4,033,560	43,805	2024-12-31
1832 Asset Management L.P	1.703%	0.000%	3,464,600	3,464,600	2024-12-31
HHG PLC	1.541%	2.970%	3,133,832	90,380	2024-12-31
Geode Capital Management, LLC	1.527%	0.237%	3,105,186	7,350	2024-12-31
Point72 Asset Management, L.P.	1.455%	-54.052%	2,959,439	-3,481,441	2024-12-31
Morgan Stanley - Brokerage Accounts	1.330%	26.736%	2,705,574	570,758	2024-12-31
Bank of New York Mellon Corp	1.197%	-4.565%	2,434,859	-116,476	2024-12-31
Royal Bank of Canada	1.180%	-7.759%	2,399,675	-201,853	2024-12-31
Millennium Management LLC	1.016%	-24.722%	2,066,563	-678,669	2024-12-31
Qube Research & Technologies	0.940%	597.454%	1,911,324	1,637,281	2024-12-31
Amvescap Plc.	0.926%	296.113%	1,882,829	1,407,503	2024-12-31
Victory Capital Management Inc.	0.781%	93.030%	1,591,281	766,910	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Trian Fund Management LP	15.007%	0.041%	30,525,029	12,434	2024-12-31
Vanguard Group Inc	10.373%	-4.223%	21,098,155	-930,189	2024-12-31
BlackRock Inc	9.737%	0.395%	19,805,914	78,012	2024-12-31
AQR Capital Management LLC	5.124%	-6.286%	10,421,114	-699,024	2024-12-31
Harris Associates L.P.	4.547%	1.769%	9,249,305	160,760	2024-12-31
Charles Schwab Investment Management Inc	3.099%	7.837%	6,303,279	458,106	2024-12-31
Massachusetts Financial Services Company	2.850%	-45.929%	5,791,608	-4,919,521	2024-03-31
State Street Corp	2.684%	5.226%	5,458,671	271,078	2024-12-31
State Street Corporation	2.533%	3.163%	5,148,982	157,867	2024-03-31
Squarepoint Ops LLC	2.447%	50.344%	4,976,780	1,666,514	2024-12-31
Allspring Global Investments Holdings, LLC	2.418%	-2.764%	4,929,326	-140,138	2024-09-30
JPMorgan Chase & Co	2.251%	-51.234%	4,578,618	-4,810,334	2024-12-31
Dimensional Fund Advisors, Inc.	1.983%	1.098%	4,033,560	43,805	2024-12-31
Citadel Advisors Llc	1.693%	4,135.520%	3,606,589	3,521,438	2022-06-30
1832 Asset Management L.P	1.703%	0.000%	3,464,600	3,464,600	2024-12-31
HHG PLC	1.541%	2.970%	3,133,832	90,380	2024-12-31
Geode Capital Management, LLC	1.527%	0.237%	3,105,186	7,350	2024-12-31
Point72 Asset Management, L.P.	1.455%	-54.052%	2,959,439	-3,481,441	2024-12-31
Renaissance Technologies Corp	1.376%	370.947%	2,879,282	2,267,900	2023-03-31
Morgan Stanley - Brokerage Accounts	1.330%	26.736%	2,705,574	570,758	2024-12-31
Bank of New York Mellon Corp	1.197%	-4.565%	2,434,859	-116,476	2024-12-31
Royal Bank of Canada	1.180%	-7.759%	2,399,675	-201,853	2024-12-31
Two Sigma Investments LLC	1.054%	37.993%	2,147,733	591,329	2024-09-30
Man Group PLC	1.032%	-2.046%	2,117,592	-44,222	2023-12-31
Millennium Management LLC	1.016%	-24.722%	2,066,563	-678,669	2024-12-31
Balyasny Asset Management LLC	0.982%	2,596.030%	2,024,742	1,949,641	2023-09-30
Macquarie Group Ltd	0.957%	-19.563%	1,973,987	-480,090	2023-06-30
NORGES BANK	0.932%	47.332%	1,963,998	630,953	2022-12-31
Qube Research & Technologies	0.940%	597.454%	1,911,324	1,637,281	2024-12-31
Amvescap Plc.	0.926%	296.113%	1,882,829	1,407,503	2024-12-31
Assenagon Asset Management SA	0.862%	0.000%	1,826,841	1,826,841	2022-12-31
Arrowstreet Capital Limited Partnership	0.891%	48.125%	1,816,398	590,134	2024-09-30
Marshall Wace Asset Management Ltd	0.863%	64.223%	1,811,205	708,312	2023-03-31
Deutsche Bank AG	0.862%	0.373%	1,777,912	6,606	2023-06-30
Wellington Management Company LLP	0.783%	198.660%	1,656,979	1,102,174	2022-12-31
T. Rowe Price Associates, Inc.	0.799%	-24.331%	1,641,660	-527,875	2023-12-31
Two Sigma Advisers, LLC	0.781%	-23.930%	1,591,305	-500,600	2024-06-30
Victory Capital Management Inc.	0.781%	93.030%	1,591,281	766,910	2024-12-31
Schonfeld Strategic Advisors LLC	0.748%	386.276%	1,586,996	1,260,639	2022-12-31
Bank of America Corp	0.626%	11.820%	1,333,714	140,985	2022-09-30
FMR Inc	0.605%	4.844%	1,288,268	59,525	2022-06-30
Horizon Asset Management Inc/ny	0.602%	-3.314%	1,282,845	-43,971	2022-09-30
Northern Trust Corp	0.622%	0.006%	1,267,278	81	2024-09-30

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of The Wendy’s Co (WEN), owning a total of 5.6 million shares. Combined, the top 43 mutual fund holders of WEN own 56.74% of the company with a total of 116 million shares.

In the latest ownership report on March 31st 2025, the top 43 fund holders increased their combined ownership of WEN by 263 thousand shares. 3 funds bought 76,699 total additional shares and increased their ownership by an average of 0.53%. However 4 funds sold 339,955 total shares and decreased their ownership by an average of 2.6%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding The Wendy’s Co decreased by a net total of -263,256 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	2.750%	0.853%	5,592,529	47,319	2025-03-31
Oakmark Equity And Income Investor	2.732%	0.000%	5,557,800	0	2025-03-31
Harris Assoc. Oakmark Eq & Inc CIT	2.732%	0.000%	5,557,800	0	2025-03-31
Vanguard Total Stock Mkt Idx Inv	2.670%	0.376%	5,430,526	20,365	2025-03-31
Vanguard Small Cap Index	2.094%	-3.739%	4,258,289	-165,404	2025-03-31
iShares Select Dividend ETF	1.734%	0.000%	3,526,225	0	2025-03-31
Vanguard Small Cap Value Index Inv	1.355%	-5.367%	2,756,969	-156,369	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.280%	0.348%	2,603,566	9,015	2025-03-31
JPM Small Cap Equity-MA	1.146%	0.000%	2,330,978	0	2025-03-31
JPM US Small Cap Core-Composite	1.146%	0.000%	2,330,978	0	2025-03-31
Invesco S&P MidCap Quality ETF	0.693%	-0.136%	1,408,990	-1,920	2025-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.672%	-1.176%	1,367,097	-16,262	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard US Total Market Shares ETF	2.759%	0.081%	5,612,327	4,523	2024-09-30
iShares Core S&P Mid-Cap ETF	2.750%	0.853%	5,592,529	47,319	2025-03-31
Oakmark Equity And Income Investor	2.732%	0.000%	5,557,800	0	2025-03-31
Harris Assoc. Oakmark Eq & Inc CIT	2.732%	0.000%	5,557,800	0	2025-03-31
Vanguard Total Stock Mkt Idx Inv	2.670%	0.376%	5,430,526	20,365	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.549%	1.526%	5,256,643	78,999	2023-03-31
Schwab US Dividend Equity ETF™	2.326%	0.079%	4,730,335	3,720	2025-03-29
Vanguard Small Cap Index	2.094%	-3.739%	4,258,289	-165,404	2025-03-31
Vanguard Equity-Income Inv	1.775%	-19.052%	3,610,216	-849,724	2024-12-31
MFS Mid Cap Value A	1.755%	0.000%	3,600,969	0	2024-04-30
MFS Mid Cap Value Equity	1.755%	-33.949%	3,600,969	-1,850,857	2024-03-31
Allspring Mid Value SMA	1.767%	1,008,480.000%	3,590,550	3,590,194	2024-06-30
iShares Select Dividend ETF	1.734%	0.000%	3,526,225	0	2025-03-31
Allspring Special US Mid Cap Value Eq	1.634%	-7.241%	3,330,550	-260,000	2024-09-30
Allspring Special Mid Cap Value Inst	1.634%	0.000%	3,330,550	0	2024-11-30
Vanguard Small Cap Value Index Inv	1.355%	-5.367%	2,756,969	-156,369	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.280%	0.348%	2,603,566	9,015	2025-03-31
Janus Henderson US SMID Cap Growth	1.256%	-2.013%	2,554,811	-52,484	2024-12-31
Janus Henderson US SMID Cap Growth MA	1.256%	0.000%	2,554,811	2,554,811	2024-12-31
Janus Henderson Triton D	1.249%	0.000%	2,540,963	0	2025-02-28
Vanguard Extended Market Index Investor	1.129%	0.174%	2,362,724	4,106	2023-08-31
JPM Small Cap Equity-MA	1.146%	0.000%	2,330,978	0	2025-03-31
JPM US Small Cap Core-Composite	1.146%	0.000%	2,330,978	0	2025-03-31
JPMorgan Small Cap Equity A	1.146%	0.000%	2,330,978	0	2025-02-28
Dynamic Premium Yield PLUS F	1.087%	1.961%	2,210,000	42,500	2025-01-31
T. Rowe Price Integrated US SmCapGrEq	0.929%	0.000%	1,888,200	1,888,200	2024-03-31
T. Rowe Price QM US Small-Cap Gr Eq	0.890%	0.000%	1,888,200	0	2023-03-31
DWS Core Equity S	0.802%	0.000%	1,699,917	0	2023-02-28
DWS Risk Managed Alpha Lg Cap Core Comp	0.810%	0.000%	1,694,735	0	2023-06-30
Delaware Small Cap Core I	0.778%	1.508%	1,649,460	24,502	2023-02-28
Macquarie US Small Cap Core Equity	0.755%	2.705%	1,605,892	42,296	2022-12-31
T. Rowe Price Integrated US Sm Gr Eq	0.707%	-22.757%	1,458,500	-429,700	2023-09-30
TRP Integrated US Small-Cap Gr Eq	0.707%	-22.757%	1,458,500	-429,700	2023-09-30
Invesco S&P MidCap Quality ETF	0.693%	-0.136%	1,408,990	-1,920	2025-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.672%	-1.176%	1,367,097	-16,262	2025-03-31
MFS Research A	0.604%	-0.836%	1,246,272	-10,501	2023-12-31
MFS Research Equity	0.607%	-4.741%	1,246,272	-62,023	2023-12-31
Dynamic Premium Yield Fund I	0.531%	0.000%	1,079,200	1,079,200	2024-12-31
AQR Long-Short Equity I	0.533%	-18.687%	1,068,430	-245,537	2024-12-31
American Funds SMALLCAP World A	0.520%	0.000%	1,056,138	0	2024-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.515%	0.000%	1,033,223	0	2025-01-31
DFA US Small Cap I	0.505%	0.000%	1,028,316	0	2024-11-30
Fidelity Extended Market Index	0.465%	0.378%	948,118	3,574	2024-11-30