Wendy`s Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 05/15/2026 | 30.45 M | $211.60 M | 0.02% | 15.68% |
| BLACKROCK, INC. | 05/13/2026 | 21.74 M | $151.08 M | -12.72% | 11.19% |
| 05/08/2026 | 9.26 M | $64.37 M | 100.00% | 4.77% | |
| MORGAN STANLEY | 05/15/2026 | 7.59 M | $52.76 M | 15.91% | 3.91% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 6.91 M | $48.04 M | 63.63% | 3.56% |
| 05/15/2026 | 6.82 M | $47.42 M | 100.00% | 3.51% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 6.50 M | $45.16 M | -8.37% | 3.35% |
| HARRIS ASSOCIATES L P | 05/15/2026 | 5.93 M | $41.21 M | -40.50% | 3.05% |
| STATE STREET CORP | 05/15/2026 | 5.47 M | $37.99 M | 0.36% | 2.81% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 4.49 M | $31.23 M | 5.56% | 2.31% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 4.04 M | $28.08 M | -5.77% | 2.08% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 3.78 M | $26.31 M | 100.00% | 1.95% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 3.75 M | $26.06 M | 100.00% | 1.93% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.48 M | $24.16 M | -11.90% | 1.79% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 3.40 M | $23.64 M | 42.87% | 1.75% |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 05/15/2026 | 3.27 M | $22.75 M | 100.00% | 1.68% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 3.11 M | $21.40 M | -73.41% | 1.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.96 M | $20.56 M | -7.47% | 1.52% |
| NORTHERN TRUST CORP | 05/14/2026 | 2.77 M | $19.27 M | 22.34% | 1.43% |
| UBS GROUP AG | 05/05/2026 | 2.68 M | $18.61 M | 33.09% | 1.38% |
| CAPTION MANAGEMENT, LLC | 05/15/2026 | 2.50 M | $17.38 M | 100.00% | 1.29% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 2.34 M | $16.26 M | 2,612.36% | 1.21% |
| FMR LLC | 05/15/2026 | 2.24 M | $15.60 M | 22.31% | 1.16% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 2.16 M | $15.00 M | -2.60% | 1.11% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 2.02 M | $14.02 M | 19.43% | 1.04% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.97 M | $13.68 M | 54.66% | 1.01% |
| JANE STREET GROUP, LLC | 05/12/2026 | 1.70 M | $11.83 M | -46.18% | 0.88% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.66 M | $11.54 M | 100.00% | 0.86% |
| INVESCO LTD. | 05/12/2026 | 1.63 M | $11.30 M | 49.99% | 0.84% |
| QUINN OPPORTUNITY PARTNERS LLC | 05/15/2026 | 1.59 M | $11.03 M | 8.18% | 0.82% |
| OASIS MANAGEMENT CO LTD. | 05/15/2026 | 1.51 M | $10.51 M | 12,601.87% | 0.78% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 1.48 M | $10.26 M | 73.36% | 0.76% |
| MARSHALL WACE, LLP | 05/15/2026 | 1.34 M | $9.34 M | 18.17% | 0.69% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.17 M | $8.11 M | -11.36% | 0.60% |
| COLONY GROUP, LLC | 05/15/2026 | 1.05 M | $7.28 M | 47.10% | 0.54% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 997.07 K | $6.93 M | 100.00% | 0.51% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 939.70 K | $6.53 M | 82.32% | 0.48% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 927.51 K | $6.45 M | 5.46% | 0.48% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 915.61 K | $6.36 M | -49.27% | 0.47% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 872.22 K | $6.06 M | 38.88% | 0.45% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 771.38 K | $5.32 M | 1.49% | 0.40% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 766.40 K | $5.33 M | -19.47% | 0.39% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 766.35 K | $5.33 M | 2.12% | 0.39% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 730.00 K | $5.07 M | 157.59% | 0.38% |
| CREATIVE PLANNING | 05/12/2026 | 685.43 K | $4.76 M | 31.64% | 0.35% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 605.68 K | $4.21 M | -13.18% | 0.31% |
| ALPS ADVISORS INC | 05/08/2026 | 572.07 K | $3.98 M | -4.63% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 565.90 K | $3.93 M | 0.44% | 0.29% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 565.33 K | $3.93 M | 3.40% | 0.29% |
| RHUMBLINE ADVISERS | 05/12/2026 | 545.71 K | $3.79 M | -0.32% | 0.28% |
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Wendy`s Co institutional Ownership - FAQ's
During the previous two years, 650 institutional investors and hedge funds held shares of Wendy`s Co. The most heavily invested institutionals were:
TRIAN FUND MANAGEMENT, L.P.: 30.45 M
BlackRock, Inc.: 21.74 M
MORGAN STANLEY: 7.59 M
WELLS FARGO & COMPANY/MN: 6.91 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 6.5 M
HARRIS ASSOCIATES L P: 5.93 M
98.82% of Wendy`s Co stock is owned by institutional investors.
Institutional investors have bought a total of 267.91 M shares in the last 24 months. This purchase volume represents approximately $1.95 B in transactions.