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. | 11/14/2025 | 30.44 M | $278.80 M | 0.01% | 15.86% |
| BLACKROCK, INC. | 11/12/2025 | 24.11 M | $220.83 M | 21.94% | 12.56% |
| VANGUARD GROUP INC | 11/07/2025 | 18.59 M | $170.28 M | -12.55% | 9.68% |
| HARRIS ASSOCIATES L P | 11/14/2025 | 10.60 M | $97.07 M | -4.32% | 5.52% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 8.48 M | $77.19 M | -38.76% | 4.42% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 6.86 M | $62.88 M | 4.44% | 3.58% |
| MORGAN STANLEY | 11/14/2025 | 6.19 M | $56.71 M | 43.87% | 3.23% |
| STATE STREET CORP | 11/14/2025 | 5.34 M | $48.95 M | 4.15% | 2.78% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 4.28 M | $39.17 M | -15.17% | 2.23% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 4.27 M | $39.15 M | -0.87% | 2.23% |
| MARSHALL WACE, LLP | 11/13/2025 | 4.03 M | $36.91 M | 100.00% | 2.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 3.58 M | $32.81 M | 12.10% | 1.87% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 2.97 M | $27.22 M | 7.67% | 1.55% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 2.94 M | $26.89 M | -61.87% | 1.53% |
| UBS GROUP AG | 11/13/2025 | 2.69 M | $24.63 M | -44.13% | 1.40% |
| NORTHERN TRUST CORP | 11/14/2025 | 2.21 M | $20.20 M | 9.03% | 1.15% |
| JANE STREET GROUP, LLC | 11/14/2025 | 2.18 M | $19.95 M | 1,091.58% | 1.13% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 2.05 M | $18.80 M | -15.75% | 1.07% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 2.00 M | $18.32 M | -49.10% | 1.04% |
| FMR LLC | 11/13/2025 | 1.52 M | $13.95 M | 4,081.00% | 0.79% |
| GOTHAM ASSET MANAGEMENT, LLC | 11/14/2025 | 1.48 M | $13.56 M | 65.73% | 0.77% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 1.27 M | $11.66 M | 692.22% | 0.66% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.26 M | $11.52 M | 1,254.21% | 0.66% |
| CITADEL ADVISORS LLC | 11/14/2025 | 1.23 M | $11.28 M | 42.58% | 0.64% |
| QUINN OPPORTUNITY PARTNERS LLC | 11/13/2025 | 1.22 M | $11.15 M | 382.78% | 0.63% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 1.13 M | $10.32 M | -0.68% | 0.59% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 970.80 K | $8.89 M | 150.66% | 0.51% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 958.99 K | $8.78 M | 100.00% | 0.50% |
| JANE STREET GROUP, LLC | 11/14/2025 | 939.50 K | $8.61 M | 275.46% | 0.49% |
| BARCLAYS PLC | 11/12/2025 | 934.00 K | $8.56 M | -6.56% | 0.49% |
| ROYAL BANK OF CANADA | 11/14/2025 | 915.69 K | $8.39 M | -35.51% | 0.48% |
| INVESCO LTD. | 11/13/2025 | 884.74 K | $8.10 M | 44.11% | 0.46% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 787.12 K | $6.95 M | -3.39% | 0.41% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 759.62 K | $6.96 M | 107.25% | 0.40% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 755.43 K | $6.92 M | -23.66% | 0.39% |
| NUVEEN, LLC | 11/12/2025 | 750.88 K | $6.88 M | 27.45% | 0.39% |
| CAPITAL FUND MANAGEMENT S.A. | 11/13/2025 | 718.40 K | $6.58 M | 249.25% | 0.37% |
| FIL LTD | 11/13/2025 | 684.26 K | $6.27 M | 399.05% | 0.36% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 675.17 K | $6.18 M | 60.13% | 0.35% |
| ALPS ADVISORS INC | 11/05/2025 | 634.30 K | $5.81 M | 71.71% | 0.33% |
| CAPITAL FUND MANAGEMENT S.A. | 11/13/2025 | 626.40 K | $5.74 M | 31.49% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 620.89 K | $5.69 M | 78.95% | 0.32% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 616.97 K | $5.65 M | 100.00% | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 572.30 K | $5.24 M | 116.13% | 0.30% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 552.40 K | $5.06 M | 527.01% | 0.29% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 538.32 K | $4.93 M | -42.20% | 0.28% |
| RHUMBLINE ADVISERS | 11/06/2025 | 523.08 K | $4.79 M | -25.17% | 0.27% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 512.41 K | $4.69 M | 17.00% | 0.27% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 512.07 K | $4.69 M | -43.03% | 0.27% |
| CITIGROUP INC | 11/10/2025 | 500.00 K | $4.58 M | 100.00% | 0.26% |
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The Wendy's Company institutional Ownership - FAQ's
During the previous two years, 641 institutional investors and hedge funds held shares of The Wendy's Company. The most heavily invested institutionals were:
TRIAN FUND MANAGEMENT, L.P.: 30.44 M
BlackRock, Inc.: 24.11 M
VANGUARD GROUP INC: 18.59 M
HARRIS ASSOCIATES L P: 10.6 M
AQR CAPITAL MANAGEMENT LLC: 8.48 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 6.86 M
94.69% of The Wendy's Company stock is owned by institutional investors.
Institutional investors have bought a total of 257.55 M shares in the last 24 months. This purchase volume represents approximately $2.46 B in transactions.