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Wendy's (WEN) Institutional Ownership

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$18.39
-0.21 (-1.13%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Wendy's (NASDAQ:WEN)

Current
Institutional Ownership
Percentage
85.96%
Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$558.05M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$208.08M
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WEN Institutional Buying and Selling by Quarter

Wendy's Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Western Pacific Wealth Management LP6,315$119K0.1%N/A0.003%
5/17/2024 Comerica Bank49,857$939K0.0%-8.0%0.024%
5/17/2024 Tidal Investments LLC16,079$303K0.0%+10.9%0.008%
5/16/2024 California State Teachers Retirement System174,720$3.29M0.0%-6.5%0.085%
5/16/2024 Janus Henderson Group PLC3,321,275$62.57M0.0%+2.1%1.619%
5/15/2024 Ascent Group LLC44,971$847K0.1%-3.5%0.022%
5/15/2024 Public Employees Retirement System of Ohio67,108$1.26M0.0%-9.4%0.033%
5/15/2024 Price T Rowe Associates Inc. MD218,729$4.12M0.0%-86.7%0.107%
5/14/2024 Cadence Bank420,395$7.92M0.6%+48.3%0.205%
5/14/2024 CANADA LIFE ASSURANCE Co153,434$2.89M0.0%-12.5%0.075%
5/14/2024 American International Group Inc.222,582$4.19M0.0%-2.0%0.109%
5/13/2024 Bessemer Group Inc.1,872$35K0.0%+483.2%0.001%
5/11/2024 Covestor Ltd6,575$124K0.1%+23.9%0.003%
5/10/2024 Vanguard Group Inc.21,097,095$397.47M0.0%+6.4%10.285%
5/9/2024 State Board of Administration of Florida Retirement System257,230$4.85M0.0%-7.2%0.125%
5/8/2024 US Bancorp DE22,275$420K0.0%-33.5%0.011%
5/8/2024 Qsemble Capital Management LP146,503$2.76M0.6%N/A0.071%
5/8/2024 Headlands Technologies LLC3,566$67K0.0%N/A0.002%
5/7/2024 Swiss National Bank346,200$6.52M0.0%-1.3%0.169%
5/7/2024 Illinois Municipal Retirement Fund65,868$1.24M0.0%+148.5%0.032%
5/7/2024 Oppenheimer & Co. Inc.12,245$231K0.0%-11.3%0.006%
5/7/2024 Towerview LLC27,500$518K0.3%N/A0.013%
5/7/2024 SG Americas Securities LLC12,800$241K0.0%-22.6%0.006%
5/6/2024 Quantbot Technologies LP79,585$1.50M0.1%-31.8%0.039%
5/6/2024 Duality Advisers LP37,471$706K0.1%N/A0.018%
5/6/2024 Texas Permanent School Fund Corp144,353$2.72M0.0%+1.2%0.070%
5/3/2024 GSA Capital Partners LLP45,934$865K0.1%-65.9%0.022%
5/2/2024 Salomon & Ludwin LLC1,568$30K0.0%+378.0%0.001%
5/2/2024 Mutual of America Capital Management LLC99,545$1.88M0.0%-3.6%0.048%
5/2/2024 FinTrust Capital Advisors LLC4,510$85K0.0%-12.4%0.002%
5/1/2024 Capstone Investment Advisors LLC255,069$4.81M0.0%+243.3%0.124%
5/1/2024 Janney Montgomery Scott LLC15,170$286K0.0%+5.6%0.007%
5/1/2024 BNP Paribas Financial Markets20,461$385K0.0%-56.2%0.010%
5/1/2024 Mirae Asset Global Investments Co. Ltd.59,356$1.12M0.0%+159.2%0.029%
5/1/2024 Prosperity Consulting Group LLC20,126$379K0.0%N/A0.010%
4/30/2024 Retirement Systems of Alabama613,218$11.55M0.0%+18.5%0.299%
4/30/2024 North Star Investment Management Corp.290,676$5.48M0.4%+4.3%0.142%
4/30/2024 HB Wealth Management LLC14,802$279K0.0%-4.3%0.007%
4/29/2024Commonwealth Equity Services LLC95,909$1.81M0.0%+13.3%0.047%
4/29/2024 Principal Financial Group Inc.632,121$11.91M0.0%+1.9%0.308%
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4/26/2024 Yousif Capital Management LLC57,545$1.08M0.0%-2.7%0.028%
4/23/2024 Louisiana State Employees Retirement System48,100$906K0.0%+2.6%0.023%
4/23/2024 Amalgamated Bank103,012$1.94M0.0%-11.7%0.050%
4/23/2024 Gradient Investments LLC838,680$15.80M0.4%+9.7%0.408%
4/23/2024 Fifth Third Bancorp3,452$65K0.0%+46.8%0.002%
4/23/2024 Wesbanco Bank Inc.42,915$809K0.0%N/A0.021%
4/19/2024 Handelsinvest Investeringsforvaltning8,780$165K0.1%-34.2%0.004%
4/18/2024 State of Michigan Retirement System40,985$772K0.0%+2.2%0.020%
4/18/2024 Allspring Global Investments Holdings LLC5,344,118$100.68M0.2%+2.1%2.602%
4/18/2024 Hexagon Capital Partners LLC4,108$77K0.0%+44.5%0.002%
4/15/2024 Mcdonald Partners LLC44,653$841K0.2%-1.2%0.022%
4/11/2024 Fort Pitt Capital Group LLC199,981$3.77M0.1%+15.5%0.097%
4/10/2024 Park Avenue Securities LLC24,657$465K0.0%-4.8%0.012%
4/9/2024 Mather Group LLC.2,263$44K0.0%N/A0.001%
4/5/2024 Los Angeles Capital Management LLC13,107$247K0.0%-78.5%0.006%
4/5/2024 CWM LLC11,993$226K0.0%+15.6%0.006%
3/22/2024 PNC Financial Services Group Inc.12,444$242K0.0%-9.3%0.006%
3/11/2024 Vanguard Group Inc.19,823,955$386.17M0.0%-2.1%9.648%
3/4/2024 Richardson Financial Services Inc.5,090$99K0.1%N/A0.002%
2/28/2024 American International Group Inc.227,188$4.43M0.0%-5.5%0.109%
2/20/2024 Quarry LP1,732$34K0.0%N/A0.001%
2/16/2024 GSA Capital Partners LLP134,742$2.63M0.2%-19.2%0.065%
2/15/2024 Boyar Asset Management Inc.28,614$557K0.4%-14.6%0.014%
2/15/2024 Comerica Bank54,166$1.06M0.0%-7.4%0.026%
2/14/2024 Dean Capital Management88,506$1.72M1.1%+21.6%0.042%
2/14/2024 EHP Funds Inc.12,500$244K0.1%N/A0.006%
2/13/2024 Joseph Group Capital Management66,329$1.29M0.8%+6.3%0.032%
2/13/2024 Capital Research Global Investors1,056,138$20.57M0.0%N/A0.506%
2/13/2024 KBC Group NV11,235$219K0.0%+175.8%0.005%
2/13/2024 Campbell & CO Investment Adviser LLC42,212$822K0.1%+78.6%0.020%
2/12/2024 Alberta Investment Management Corp52,700$1.03M0.0%N/A0.025%
2/12/2024 Bank of Nova Scotia20,561$401K0.0%-5.0%0.010%
2/12/2024 Capstone Investment Advisors LLC74,297$1.45M0.0%+262.4%0.036%
2/12/2024 Private Wealth Strategies L.L.C.17,867$348K0.1%+4.6%0.009%
2/12/2024 Hsbc Holdings PLC130,493$2.53M0.0%N/A0.062%
2/9/2024 Intech Investment Management LLC48,531$945K0.0%+73.5%0.023%
2/9/2024 Johnson Financial Group Inc.4,410$86K0.0%N/A0.002%
2/9/2024 Quest Partners LLC55,302$1.08M0.2%N/A0.026%
2/9/2024 Corient Private Wealth LLC31,358$611K0.0%+7.5%0.015%
2/9/2024 PNC Financial Services Group Inc.12,444$242K0.0%-9.3%0.006%
2/9/2024 Norges Bank1,418,228$27.63M0.0%N/A0.679%
2/8/2024 Longfellow Investment Management Co. LLC9,691$189K0.0%N/A0.005%
2/8/2024 Quadrant Capital Group LLC2,116$41K0.0%+145.8%0.001%
2/8/2024 King Wealth Management Group13,179$257K0.0%-16.4%0.006%
2/8/2024 Massachusetts Financial Services Co. MA10,711,129$208.65M0.1%-1.7%5.129%
2/7/2024 Principal Financial Group Inc.620,411$12.09M0.0%-1.9%0.297%
2/7/2024 Dimensional Fund Advisors LP4,141,024$80.67M0.0%+1.6%1.983%
2/7/2024 Jump Financial LLC83,742$1.63M0.1%N/A0.040%
2/7/2024 AGF Management Ltd.146,507$2.85M0.0%-2.1%0.070%
2/7/2024 Teacher Retirement System of Texas50,403$982K0.0%+7.0%0.024%
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2/7/2024 Mesirow Institutional Investment Management Inc.419,928$8.18M0.8%-1.0%0.201%
2/7/2024 Savoir Faire Capital Management L.P.217,810$4.24M1.8%+3.5%0.104%
2/6/2024 Charles Schwab Investment Management Inc.4,706,052$91.67M0.0%+0.7%2.254%
2/6/2024 Private Advisor Group LLC14,343$279K0.0%N/A0.007%
2/6/2024 Amalgamated Bank116,651$2.27M0.0%-9.9%0.056%
2/6/2024 Los Angeles Capital Management LLC61,080$1.19M0.0%-15.8%0.029%
2/6/2024 Swiss National Bank350,600$6.83M0.0%-11.0%0.168%
2/6/2024 Great Valley Advisor Group Inc.17,000$331K0.0%-25.4%0.008%
2/5/2024 Victory Capital Management Inc.584,761$11.39M0.0%-53.6%0.280%
2/5/2024 Hexagon Capital Partners LLC2,843$55K0.0%+328.8%0.001%
(Data available from 1/1/2016 forward)

WEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEN shares?

During the previous two years, 302 institutional investors and hedge funds held shares of Wendy's. The most heavily invested institutionals were Trian Fund Management L.P. ($680.69M), Vanguard Group Inc. ($397.47M), BlackRock Inc. ($278.43M), Massachusetts Financial Services Co. MA ($208.65M), JPMorgan Chase & Co. ($119.25M), Allspring Global Investments Holdings LLC ($100.68M), and Charles Schwab Investment Management Inc. ($91.67M).Learn more on WEN's institutional investors.

What percentage of Wendy's stock is owned by institutional investors?

85.96% of Wendy's stock is owned by institutional investors. Learn more on WEN's institutional investor holdings.

Which institutional investors have been buying Wendy's stock?

Of the 245 institutional investors that purchased Wendy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trian Fund Management L.P. ($12.62M), Allspring Global Investments Holdings LLC ($3.94M), Charles Schwab Investment Management Inc. ($2.61M), Vanguard Group Inc. ($2.44M), Millennium Management LLC ($1.91M), Assenagon Asset Management S.A. ($1.83M), and Norges Bank ($1.42M).

How much institutional buying is happening at Wendy's?

Institutional investors have bought a total of 46,815,340 shares in the last 24 months. This purchase volume represents approximately $958.12M in transactions.

Which Wendy's major shareholders have been selling company stock?

Of the 152 institutional investors that sold Wendy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Deutsche Bank AG ($3.54M), Renaissance Technologies LLC ($2.02M), Assenagon Asset Management S.A. ($1.43M), Price T Rowe Associates Inc. MD ($1.42M), Point72 Asset Management L.P. ($1.41M), Qube Research & Technologies Ltd ($1.14M), and Los Angeles Capital Management LLC ($868.92K).

How much institutional selling is happening at Wendy's?

Institutional investors have sold a total of 19,557,377 shares in the last 24 months. This volume of shares sold represents approximately $400.55M in transactions.


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This page (NASDAQ:WEN) was last updated on 5/18/2024 by MarketBeat.com Staff

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