Who Owns Wendy's Stock?
NASDAQ: WENConsumer CyclicalRestaurantsUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Pre-market: 6.24 +0.32%
Ownership breakdown
- Held by institutions
- 86.71%
- Held by insiders
- 9.15%
- Institutional holders
- 505
- Institutions 86.7%
- Insiders 9.2%
- Public and other 4.1%
Who owns Wendy's stock?
Institutional investors own about 86.7% of Wendy's's shares, spread across 505 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 9.15% of WEN.
The largest institutional holders are Trian Fund Management, LP (15.98%), Blackrock Inc. (13.80%) and Vanguard Portfolio Management LLC (5.40%). Together, the top 10 institutions control 59.1% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their WEN positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WEN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Trian Fund Management, LP | 30.47M | 15.98% | +0.1% |
| Blackrock Inc. | 26.31M | 13.80% | +21.1% |
| Vanguard Portfolio Management LLC | 10.30M | 5.40% | +11.2% |
| Fairfax Financial Holdings Ltd | 8.01M | 4.20% | +144.9% |
| Charles Schwab Investment Management, Inc. | 7.52M | 3.95% | +15.8% |
| Vanguard Capital Management LLC | 6.92M | 3.63% | +1.5% |
| Wells Fargo & Company | 6.68M | 3.51% | -3.3% |
| State Street Corporation | 6.57M | 3.44% | +20.1% |
| Harris Associates L.P. | 5.59M | 2.93% | -5.8% |
| Geode Capital Management, LLC | 4.27M | 2.24% | +44.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WEN
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 9.63M | 5.05% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 4.85M | 2.54% |
| iShares Trust-iShares Russell 2000 ETF | 4.15M | 2.18% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | 3.76M | 1.97% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 3.49M | 1.83% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Equity and Income Fund | 3.40M | 1.78% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 2.21M | 1.16% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.81M | 0.95% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 1.78M | 0.94% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | 1.48M | 0.78% |
Frequently asked questions
Who is the largest shareholder of Wendy's?
Trian Fund Management, LP is the largest institutional shareholder of WEN, owning 15.98% of shares outstanding (30.47M shares) as of its latest 13F filing.
What percentage of Wendy's is owned by institutions?
Institutions own about 86.7% of WEN shares and 95.4% of the public float.
How much of Wendy's do insiders own?
Insiders, such as officers and directors, own about 9.15% of WEN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.