Security Snapshot

Wendy's Co - Common Stock (WEN) Institutional Ownership

CUSIP: 95058W100

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

189

Shares (Excl. Options)

43,010,040

Price

$8.29

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+6,776,388
Value change
+$57,180,357
Number of holders
189
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
190,709,836
SEC-reported price per share
$7.50
Insider filing price
$7.50
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • WEN - Wendy's Co - Common Stock is tracked under CUSIP 95058W100.
  • 189 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 406 to 189 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,333,791,879 to $356,570,882.

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 189 institutions filings for Q2 2026.

Open SEC evidence

Security key

95058W100

Latest holder period

Q2 2026

13F holders

189

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% +0.94% $238,649,178 +$69,472 30,913,106 +0.03% Nelson Peltz 18 Feb 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, 189 institutional investors reported holding 43,010,040 shares of Wendy's Co - Common Stock (WEN). This represents 23% of the company’s total 190,709,836 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
21%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 26,314,724 +21% 0% $218,149,063
STATE STREET CORP 3.4% 6,566,985 +20% 0% $54,440,306
Bank of New York Mellon Corp 1.2% 2,280,217 +5.6% 0% $18,902,995
Sound Income Strategies, LLC 0.41% 784,388 +1.7% 0.29% $6,502,576
PRINCIPAL FINANCIAL GROUP INC 0.41% 772,710 +0.83% 0% $6,405,766
ALPS ADVISORS INC 0.31% 589,428 +3% 0.02% $4,886,358
Caitong International Asset Management Co., Ltd 0.19% 366,309 +4834% 0.42% $3,036,702
First Eagle Investment Management, LLC 0.19% 353,023 0% $2,926,561
Walleye Trading LLC 0.18% 338,254 +355% 0.04% $2,804,126
Venture Visionary Partners LLC 0.17% 317,717 +122% 0.07% $2,633,876
WINTON GROUP Ltd 0.15% 291,578 +49% 0.08% $2,417,182
COMMONWEALTH EQUITY SERVICES, LLC 0.11% 210,025 +133% 0% $1,741,105
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.1% 198,836 -2.7% 0% $1,648,000
DEUTSCHE BANK AG\ 0.1% 189,018 +588% 0% $1,566,960
Leonteq Securities AG 0.1% 182,872 -8.8% 0.09% $1,516,009
CITIGROUP INC 0.09% 163,776 -29% 0% $1,357,702
LPL Financial LLC 0.08% 145,191 -39% 0% $1,203,633
Mirae Asset Global Investments Co., Ltd. 0.07% 132,116 +19% 0% $1,095,242
VICTORY CAPITAL MANAGEMENT INC 0.07% 128,307 +19% 0% $1,063,665
EXCHANGE TRADED CONCEPTS, LLC 0.06% 110,799 0% $918,524
A&I FINANCIAL SERVICES, LLC 0.06% 108,882 +30% 0.39% $902,634
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% 91,902 +3.5% 0% $693,860
TD Waterhouse Canada Inc. 0.04% 82,939 +83% 0% $741,482
ENVESTNET ASSET MANAGEMENT INC 0.04% 74,030 +63% 0% $613,712
Mitsubishi UFJ Trust & Banking Corp 0.04% 71,378 +129% 0% $591,724

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 43,010,040 $356,570,882 +$57,180,357 $8.29 189
2026 Q1 191,913,110 $1,333,791,879 +$5,302,466 $6.95 406
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
2020 Q2 156,901,604 $3,417,466,223 +$125,956,813 $21.78 322
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