WENDYS CO (WEN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
398
Reporting holders
$1.8B
Reported value
97.8%
Of shares outstanding
16.4%
Held as options
+6
Holder change
Institutions report 186,420,767 shares against 190,669,930 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | $252.6M | 30,468,434 | 5.97% | 31q | HELD |
| BlackRock, Inc. | $218.1M | 26,314,724 | 0.00% | 8q | +21.1%+$37.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $85.4M | 10,301,732 | 0.00% | 2q | +11.2%+$8.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $69.3M | 1,136,738 | 0.01% | 31q | -23.0%-$20.7M |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | $66.3M | 8,005,627 | 2.51% | 2q | +144.9%+$39.2M |
| JANE STREET GROUP, LLC | $64.5M | 26,347 | 0.01% | 28q | -98.5%-$4.1B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62.4M | 7,523,646 | 0.01% | 31q | +15.8%+$8.5M |
| Sixth Street Partners Management Company, L.P. | $62.4M | 7,523,646 | 0.01% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $57.4M | 6,924,310 | 0.00% | 2q | +1.5%+$836.2K |
| WELLS FARGO & COMPANY/MN | $55.4M | 6,684,034 | 0.01% | 31q | -51.7%-$59.2M |
| STATE STREET CORP | $54.4M | 6,566,985 | 0.00% | 31q | +20.1%+$9.1M |
| HARRIS ASSOCIATES L P | $46.3M | 5,587,137 | 0.06% | 19q | -5.8%-$2.8M |
| CITADEL ADVISORS LLC | $38.6M | 11,723 | 0.00% | 31q | -99.4%-$6.4B |
| GEODE CAPITAL MANAGEMENT, LLC | $35.4M | 4,270,644 | 0.00% | 31q | +44.4%+$10.9M |
| MORGAN STANLEY | $33.1M | 3,995,468 | 0.00% | 35q | -47.4%-$29.8M |
| NORTHERN TRUST CORP | $29.2M | 3,518,292 | 0.00% | 31q | +26.9%+$6.2M |
| DIMENSIONAL FUND ADVISORS LP | $29.0M | 3,499,298 | 0.01% | 31q | +0.6%+$187.0K |
| IMC-Chicago, LLC | $25.3M | options only | 0.01% | 16q | OPTIONS |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $25.2M | 2,475,000 | 0.04% | 2q | -34.0%-$13.0M |
| Caption Management, LLC | $23.2M | options only | 0.11% | 2q | OPTIONS |
| GROUP ONE TRADING LLC | $22.5M | 266,953 | 0.03% | 31q | -6.6%-$1.6M |
| UBS Group AG | $19.8M | 2,392,515 | 0.00% | 31q | -10.6%-$2.4M |
| GOLDMAN SACHS GROUP INC | $19.4M | 1,869,697 | 0.00% | 31q | +60.2%+$7.3M |
| Bank of New York Mellon Corp | $18.9M | 2,280,217 | 0.00% | 31q | +5.6%+$1.0M |
| PEAK6 LLC | $18.0M | 1,470,384 | 0.04% | 7q | +306.6%+$13.6M |
| Point72 Asset Management, L.P. | $15.9M | 1,915,535 | 0.02% | 9q | +13167.3%+$15.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15.9M | 1,911,960 | 0.05% | 2q | +15.1%+$2.1M |
| ELEMENT CAPITAL MANAGEMENT LLC | $15.8M | 900,000 | 0.49% | new | NEW |
| Invesco Ltd. | $14.1M | 1,702,730 | 0.00% | 31q | +4.7%+$639.9K |
| Connor, Clark & Lunn Investment Management Ltd. | $13.8M | 1,667,124 | 0.03% | 6q | -17.4%-$2.9M |
| Jupiter Topco LLC | $12.7M | 1,529,010 | 0.01% | new | FIRST |
| AQR CAPITAL MANAGEMENT LLC | $12.1M | 1,485,727 | 0.00% | 30q | -52.3%-$13.2M |
| SIMPLEX TRADING, LLC | $11.9M | 256,869 | 0.01% | 31q | +87.9%+$5.5M |
| TWO SIGMA INVESTMENTS, LP | $11.3M | 1,368,445 | 0.01% | 2q | -63.8%-$20.0M |
| Gotham Asset Management, LLC | $11.2M | 1,350,030 | 0.03% | 23q | +47.4%+$3.6M |
| BANK OF AMERICA CORP /DE/ | $10.5M | 1,263,315 | 0.00% | 31q | -71.9%-$26.8M |
| Advisors Asset Management, Inc. | $10.0M | 1,201,350 | 0.15% | 14q | +37.7%+$2.7M |
| Walleye Trading LLC | $9.7M | 338,254 | 0.01% | 31q | +355.2%+$7.6M |
| VANGUARD FIDUCIARY TRUST CO | $9.3M | 1,123,827 | 0.00% | 2q | +12.7%+$1.1M |
| Public Sector Pension Investment Board | $9.0M | 1,084,440 | 0.01% | 4q | +91.8%+$4.3M |
| Quantinno Capital Management LP | $8.4M | 1,010,203 | 0.01% | 10q | +31.8%+$2.0M |
| D. E. Shaw & Co., Inc. | $7.6M | 43,067 | 0.00% | 4q | HELD |
| MARSHALL WACE, LLP | $7.4M | 898,018 | 0.01% | 4q | -33.2%-$3.7M |
| Sound Income Strategies, LLC | $6.5M | 784,388 | 0.29% | 11q | +1.7%+$107.9K |
| PRINCIPAL FINANCIAL GROUP INC | $6.4M | 772,710 | 0.00% | 31q | +0.8%+$52.7K |
| Soviero Asset Management, LP | $6.2M | 570,000 | 2.61% | 3q | +21.3%+$1.1M |
| ALPS ADVISORS INC | $4.9M | 589,428 | 0.02% | 8q | +3.0%+$143.9K |
| Quinn Opportunity Partners LLC | $4.9M | 586,053 | 0.23% | 7q | -63.1%-$8.3M |
| Creative Planning | $4.8M | 575,506 | 0.00% | 31q | -16.0%-$911.3K |
| Nuveen, LLC | $4.8M | 573,757 | 0.00% | 6q | +35.2%+$1.2M |
| ExodusPoint Capital Management, LP | $4.5M | 346,513 | 0.03% | 5q | +407.4%+$3.6M |
| Converium Capital Inc. | $4.1M | 500,000 | 0.53% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.0M | 481,357 | 0.00% | 31q | -9.8%-$431.6K |
| AMERIPRISE FINANCIAL INC | $3.9M | 466,456 | 0.00% | 31q | -49.6%-$3.8M |
| RHUMBLINE ADVISERS | $3.7M | 447,433 | 0.00% | 31q | -18.0%-$814.7K |
| Baird Financial Group, Inc. | $3.6M | 435,107 | 0.00% | 5q | +13.0%+$415.8K |
| FIRST TRUST ADVISORS LP | $3.5M | 425,829 | 0.00% | 31q | +22.3%+$643.2K |
| Legal & General Group Plc | $3.4M | 414,356 | 0.00% | 31q | HELD |
| Sculptor Capital LP | $3.3M | 200,000 | 0.03% | new | NEW |
| Balyasny Asset Management L.P. | $3.3M | options only | 0.00% | new | OPTIONS |
| Walleye Capital LLC | $3.2M | 3 | 0.01% | 15q | -100.0%-$67.5B |
| Caitong International Asset Management Co., Ltd | $3.0M | 366,309 | 0.42% | 7q | +4834.1%+$3.0M |
| First Eagle Investment Management, LLC | $2.9M | 353,023 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $2.8M | 340,861 | 0.00% | 23q | +12.4%+$310.9K |
| Venture Visionary Partners LLC | $2.7M | 317,717 | 0.08% | 2q | +121.8%+$1.5M |
| Swiss National Bank | $2.7M | 324,700 | 0.00% | 31q | +1.7%+$43.9K |
| ALLIANCEBERNSTEIN L.P. | $2.5M | 364,554 | 0.00% | 31q | +114.7%+$1.4M |
| Centiva Capital, LP | $2.5M | options only | 0.02% | 3q | OPTIONS |
| WINTON GROUP Ltd | $2.4M | 291,578 | 0.08% | 7q | +48.8%+$792.5K |
| Parallax Volatility Advisers, L.P. | $2.4M | options only | 0.00% | new | OPTIONS |
| BARCLAYS PLC | $2.2M | 259,695 | 0.00% | 31q | +8.6%+$169.7K |
| XTX Topco Ltd | $2.1M | 250,226 | 0.03% | new | NEW |
| Summit Financial, LLC | $2.0M | 244,705 | 0.02% | 4q | +770.4%+$1.8M |
| ROYAL BANK OF CANADA | $1.9M | 227,431 | 0.00% | 31q | -9.7%-$202.3K |
| Corient Private Wealth LP | $1.8M | 221,753 | 0.00% | 15q | +219.9%+$1.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $1.8M | 221,598 | 0.00% | new | NEW |
| LPL Financial LLC | $1.8M | 145,191 | 0.00% | 31q | -39.3%-$1.2M |
| JPMORGAN CHASE & CO | $1.8M | 207,621 | 0.00% | 31q | -25.6%-$608.6K |
| CenterBook Partners LP | $1.8M | 212,771 | 0.09% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 210,025 | 0.00% | 31q | +132.9%+$993.4K |
| Crawford Fund Management, LLC | $1.7M | options only | 0.26% | 4q | OPTIONS |
| GUGGENHEIM CAPITAL LLC | $1.7M | 200,412 | 0.01% | 31q | +0.8%+$13.4K |
| BNP PARIBAS FINANCIAL MARKETS | $1.6M | 193,463 | 0.00% | 31q | -7.7%-$134.6K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 192,439 | 0.00% | 7q | -7.3%-$125.4K |
| DEUTSCHE BANK AG\ | $1.6M | 189,018 | 0.00% | 34q | +588.5%+$1.3M |
| RENAISSANCE TECHNOLOGIES LLC | $1.5M | 185,782 | 0.00% | 3q | -92.1%-$17.9M |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.5M | 63,130 | 0.00% | 31q | +293.1%+$1.1M |
| Leonteq Securities AG | $1.5M | 182,872 | 0.05% | 18q | -8.8%-$146.4K |
| Brevan Howard Capital Management LP | $1.5M | 174,961 | 0.01% | 8q | -44.6%-$1.2M |
| BANK OF MONTREAL /CAN/ | $1.4M | 169,897 | 0.00% | 31q | +8.6%+$111.7K |
| SummitTX Capital, L.P. | $1.4M | 167,939 | 0.04% | 6q | -49.3%-$1.4M |
| PRUDENTIAL FINANCIAL INC | $1.4M | 167,924 | 0.00% | 6q | +15.4%+$185.7K |
| CITIGROUP INC | $1.4M | 163,776 | 0.00% | 31q | -29.4%-$566.4K |
| Quantbot Technologies LP | $1.3M | 160,131 | 0.05% | 5q | +74.1%+$564.8K |
| Hudson Bay Capital Management LP | $1.2M | options only | 0.00% | new | OPTIONS |
| Summit Trail Advisors, LLC | $1.2M | 145,301 | 0.02% | 7q | -9.6%-$128.1K |
| SEI INVESTMENTS CO | $1.2M | 143,078 | 0.00% | 20q | -34.6%-$626.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.2M | 138,853 | 0.00% | 2q | HELD |
| Schonfeld Strategic Advisors LLC | $1.1M | 136,558 | 0.00% | 3q | -77.5%-$3.9M |
| FMR LLC | $1.1M | 133,480 | 0.00% | 31q | -94.1%-$17.5M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G | Vanguard Portfolio Management | 5.5% |
| 2026-07-30 | 13G/A | BlackRock, Inc. | 12.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 398 | $1.8B | 186,420,767 | 81 | 121 | 130 | 16.4% |
| Q1 2026 | 392 | $1.5B | 200,828,803 | 68 | 128 | 121 | 6.0% |
| Q4 2025 | 401 | $1.7B | 188,950,876 | 77 | 130 | 119 | 7.2% |
| Q3 2025 | 379 | $1.8B | 180,601,099 | 68 | 121 | 114 | 6.2% |
| Q2 2025 | 375 | $2.3B | 196,333,903 | 57 | 150 | 98 | 4.4% |
| Q1 2025 | 395 | $2.9B | 186,986,613 | 66 | 148 | 101 | 4.9% |
| Q4 2024 | 389 | $3.1B | 184,053,089 | 60 | 114 | 119 | 1.8% |
| Q3 2024 | 353 | $3.2B | 181,757,606 | 57 | 108 | 107 | 1.6% |
| Q2 2024 | 355 | $3.1B | 177,819,183 | 61 | 109 | 103 | 1.7% |
| Q1 2024 | 326 | $3.5B | 181,539,315 | 41 | 103 | 109 | 1.4% |
| Q4 2023 | 338 | $3.5B | 178,322,744 | 56 | 115 | 83 | 1.7% |
| Q3 2023 | 297 | $3.5B | 168,591,302 | 32 | 101 | 94 | 1.2% |
| Q2 2023 | 307 | $3.5B | 157,526,560 | 44 | 98 | 86 | 1.2% |
| Q1 2023 | 290 | $3.4B | 153,653,512 | 45 | 101 | 76 | 1.1% |
| Q4 2022 | 265 | $3.0B | 132,019,531 | 40 | 63 | 86 | 1.7% |
| Q3 2022 | 332 | $3.0B | 156,233,063 | 51 | 78 | 106 | 3.2% |
| Q2 2022 | 337 | $3.0B | 152,281,200 | 43 | 100 | 100 | 3.4% |
| Q1 2022 | 354 | $3.4B | 151,559,253 | 47 | 99 | 102 | 2.0% |
| Q4 2021 | 362 | $3.8B | 151,672,629 | 40 | 90 | 112 | 5.8% |
| Q3 2021 | 347 | $3.5B | 156,684,177 | 55 | 93 | 98 | 3.9% |
| Q2 2021 | 334 | $3.7B | 151,087,184 | 48 | 82 | 126 | 4.3% |
| Q1 2021 | 319 | $3.3B | 162,153,383 | 35 | 76 | 122 | 0.7% |
| Q4 2020 | 322 | $3.6B | 160,991,205 | 34 | 82 | 96 | 2.2% |
| Q3 2020 | 310 | $3.6B | 159,674,686 | 32 | 80 | 95 | 2.2% |
| Q2 2020 | 332 | $3.5B | 157,136,955 | 57 | 71 | 120 | 2.4% |
| Q1 2020 | 327 | $2.3B | 152,579,270 | 47 | 93 | 108 | 1.8% |
| Q4 2019 | 348 | $3.7B | 165,647,162 | 37 | 86 | 112 | 0.8% |
| Q3 2019 | 342 | $3.4B | 168,040,668 | 53 | 96 | 106 | 1.1% |
| Q2 2019 | 327 | $3.6B | 182,038,563 | 53 | 80 | 98 | 1.3% |
| Q1 2019 | 322 | $3.3B | 181,838,838 | 47 | 88 | 92 | 1.1% |
| Q4 2018 | 315 | $2.9B | 183,083,093 | 5 | 3 | 4 | 0.9% |