Security Snapshot

Wendy's Co - Common Stock, Par Value $.10 Per Share (WEN) Institutional Ownership

CUSIP: 95058W100

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

400

Shares (Excl. Options)

179.04MFull value: 179,036,182 · shares · 30 Jun 2026

Price

$8.29

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-13,469,088
Value change
-$95,372,611
Number of holders
400
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
190,674,738
SEC-reported price per share
$6.35
Insider filing price
$6.35
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • WEN - Wendy's Co - Common Stock, Par Value $.10 Per Share is tracked under CUSIP 95058W100.
  • 400 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 410 to 400 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $1.33BFull value: $1,334,180,144 · USD · 31 Mar 2026
    to
    $1.48BFull value: $1,483,485,849 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 400 institutions filings for Q2 2026.

Open SEC evidence

Security key

95058W100

13F reference period

Q2 2026

13F holders

400

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
WEN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRIAN FUND MANAGEMENT, L.P. 16% -0.06% $197,438,734 +$213,118 30,946,510 +0.11% Nelson Peltz 28 Oct 2026
BlackRock, Inc. 13% +24% $202,439,810 +$38,680,891 24,419,760 +24% BlackRock, Inc. 30 Jun 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 5.5% $78,381,742 10,450,899 Vanguard Portfolio Management 30 Jun 2026
HARRIS ASSOCIATES L P 3.1% -45% $39,729,667 -$34,481,510 5,929,801 -46% HARRIS ASSOCIATES L P 31 Mar 2026
AQR CAPITAL MANAGEMENT LLC 1.6% -75% $20,857,770 -$57,569,817 3,113,100 -73% AQR Capital Management, LLC 31 Mar 2026
As of 30 Jun 2026, 400 institutional investors reported holding
179.04MFull value: 179,036,182 · shares · 30 Jun 2026
shares of Wendy's Co - Common Stock, Par Value $.10 Per Share (WEN). This represents 94% of the company’s total
190.67MFull value: 190,674,738 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
76%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
TRIAN FUND MANAGEMENT, L.P. 16% 30,468,434 +0.07% 6% $252,583,318
BlackRock, Inc. 14% 26,314,724 +21% 0% $218,149,063
VANGUARD PORTFOLIO MANAGEMENT LLC 5.4% 10,301,732 +11% 0% $85,401,358
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 4.2% 8,005,627 +145% 2.5% $66,286,592
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.9% 7,523,646 +16% 0.01% $62,371,025
VANGUARD CAPITAL MANAGEMENT LLC 3.6% 6,924,310 +1.5% 0% $57,402,530
WELLS FARGO & COMPANY/MN 3.5% 6,684,034 -3.3% 0.01% $55,410,638
STATE STREET CORP 3.4% 6,566,985 +20% 0% $54,440,306
HARRIS ASSOCIATES L P 2.9% 5,587,137 -5.8% 0.06% $46,317,366
GEODE CAPITAL MANAGEMENT, LLC 2.2% 4,270,644 +44% 0% $35,410,187
MORGAN STANLEY 2.1% 3,995,468 -47% 0% $33,122,436
NORTHERN TRUST CORP 1.8% 3,518,292 +27% 0% $29,166,641
DIMENSIONAL FUND ADVISORS LP 1.8% 3,499,298 +0.65% 0.01% $29,008,708
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.3% 2,475,000 -34% 0.03% $20,517,750
UBS Group AG 1.3% 2,392,515 -11% 0% $19,833,949
Bank of New York Mellon Corp 1.2% 2,280,217 +5.6% 0% $18,902,995
Point72 Asset Management, L.P. 1% 1,915,535 +13167% 0.02% $15,879,785
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1% 1,911,960 +15% 0.05% $15,850,148
GOLDMAN SACHS GROUP INC 0.98% 1,869,697 +60% 0% $15,499,786
Invesco Ltd. 0.89% 1,702,730 +4.7% 0% $14,115,632
Connor, Clark & Lunn Investment Management Ltd. 0.87% 1,667,124 -17% 0.03% $13,820,458
Jupiter Topco LLC 0.8% 1,529,010 0% 0.01% $12,675,087
AQR CAPITAL MANAGEMENT LLC 0.78% 1,485,727 -52% 0% $12,093,814
PEAK6 LLC 0.77% 1,470,384 +307% 0.3% $12,189,483
TWO SIGMA INVESTMENTS, LP 0.72% 1,368,445 -64% 0.01% $11,344,409

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 12,545,479 $80,031,817 -$6,194,198 $6.38 141
2026 Q2 179,036,182 $1,483,485,849 -$95,372,611 $8.29 400
2026 Q1 191,968,972 $1,334,180,144 +$5,230,219 $6.95 410
2025 Q4 190,340,379 $1,585,553,574 +$73,869,828 $8.33 422
2025 Q3 181,654,619 $1,663,346,692 -$160,227,451 $9.16 391
2025 Q2 196,927,044 $2,249,462,850 +$102,031,626 $11.42 397
2025 Q1 186,883,154 $2,732,909,900 -$13,726,914 $14.63 418
2024 Q4 186,549,469 $3,040,410,030 +$111,407,413 $16.30 419
2024 Q3 178,429,025 $3,126,461,940 +$45,476,687 $17.52 385
2024 Q2 175,852,898 $2,982,573,756 -$9,019,138 $16.96 387
2024 Q1 175,206,166 $3,301,647,089 -$8,079,135 $18.84 356
2023 Q4 175,588,526 $3,420,559,878 +$31,223,001 $19.48 382
2023 Q3 173,542,658 $3,541,883,054 +$182,356,372 $20.41 346
2023 Q2 164,009,064 $3,567,241,982 -$29,411,788 $21.75 354
2023 Q1 165,351,031 $3,601,197,399 +$260,783,485 $21.78 339
2022 Q4 154,143,894 $3,487,912,757 +$36,803,504 $22.63 333
2022 Q3 152,723,330 $2,855,110,446 +$12,532,417 $18.69 319
2022 Q2 151,536,996 $2,861,975,609 -$584,656 $18.88 319
2022 Q1 151,516,533 $3,328,075,022 -$9,904,362 $21.97 334
2021 Q4 151,393,846 $3,610,509,504 -$158,657,702 $23.85 351
2021 Q3 156,669,104 $3,396,823,534 +$126,622,832 $21.68 337
2021 Q2 150,658,996 $3,527,964,211 -$191,924,914 $23.42 321
2021 Q1 161,713,218 $3,276,668,950 -$45,090,335 $20.26 311
2020 Q4 160,799,236 $3,524,542,883 +$12,621,103 $21.92 309
2020 Q3 159,591,039 $3,558,574,867 +$64,966,176 $22.30 302
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