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Wendy's Co

WEN
Exchange
Nasdaq
Industry
Retail-Eating & Drinking Places
SEC CIK
0000030697

No open-market purchases or sales by Wendy's Co insiders were filed in the last 90 days; 403 institutions reported holding it in 13F filings for Q2 2026, worth $1.48B in total; 3 superinvestors hold it, including Trian Fund Management and Fairfax Financial.

13F holders, Q1 2021

Institutional positions in Wendy's Co as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
324
No complete 13F data for Q4 2020
Shares held
161.7M
No complete 13F data for Q4 2020
Total value
$3.28B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 324 institutions
Q1 2021: 324 institutionsQ2 2021: 337 institutionsQ3 2021: 351 institutionsQ4 2021: 364 institutionsQ1 2022: 356 institutionsQ2 2022: 341 institutionsQ3 2022: 336 institutionsQ4 2022: 348 institutionsQ1 2023: 343 institutionsQ2 2023: 360 institutionsQ3 2023: 351 institutionsQ4 2023: 388 institutionsQ1 2024: 364 institutionsQ2 2024: 392 institutionsQ3 2024: 394 institutionsQ4 2024: 425 institutionsQ1 2025: 424 institutionsQ2 2025: 402 institutionsQ3 2025: 403 institutionsQ4 2025: 429 institutionsQ1 2026: 412 institutionsQ2 2026: 403 institutions
Value heldQ1 2021: $3.28B
Q1 2021: $3.28BQ2 2021: $3.53BQ3 2021: $3.40BQ4 2021: $3.61BQ1 2022: $3.33BQ2 2022: $2.86BQ3 2022: $2.85BQ4 2022: $3.48BQ1 2023: $3.60BQ2 2023: $3.57BQ3 2023: $3.54BQ4 2023: $3.42BQ1 2024: $3.30BQ2 2024: $2.98BQ3 2024: $3.13BQ4 2024: $3.04BQ1 2025: $2.76BQ2 2025: $2.25BQ3 2025: $1.67BQ4 2025: $1.59BQ1 2026: $1.33BQ2 2026: $1.48B
Institutions holding WEN and their total value by quarter
QuarterHoldersValue
Q2 2026403$1.48B
Q1 2026412$1.33B
Q4 2025429$1.59B
Q3 2025403$1.67B
Q2 2025402$2.25B
Q1 2025424$2.76B
Q4 2024425$3.04B
Q3 2024394$3.13B
Q2 2024392$2.98B
Q1 2024364$3.30B
Q4 2023388$3.42B
Q3 2023351$3.54B
Q2 2023360$3.57B
Q1 2023343$3.60B
Q4 2022348$3.48B
Q3 2022336$2.85B
Q2 2022341$2.86B
Q1 2022356$3.33B
Q4 2021364$3.61B
Q3 2021351$3.40B
Q2 2021337$3.53B
Q1 2021324$3.28B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Wendy's Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WEN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Manhattan Co29$00.00%––
Parkside Financial Bank & Trust6$00.00%––
Baystate Wealth Management LLC10$00.00%––
First Horizon Advisors, Inc.6$00.00%––
Eukles Asset Management6$00.00%––
Berman Capital Advisors, LLC12$00.00%––
Larson Financial Group LLC7$00.00%––
TD Private Client Wealth LLC24$4860.00%––
Raffa Wealth Management, LLC34$6890.00%––
Earnest Partners LLC45$1.00K0.00%––
Glassman Wealth Services27$1.00K0.00%––
Wealthcare Advisory Partners LLC47$1.00K0.00%––
HighMark Wealth Management LLC46$1.00K0.00%––
IAG Wealth Partners, LLC27$1.00K0.00%––
Enterprise Financial Services Corp78$2.00K0.00%––
Carolinas Wealth Consulting LLC104$2.00K0.00%––
Valley National Advisers Inc146$3.00K0.00%––
Harbour Investments, Inc.132$3.00K0.00%––
Ellevest, Inc.171$3.00K0.00%––
Peoples Financial Services Corp.212$4.00K0.00%––
Parallel Advisors, LLC212$4.00K0.00%––
First Command Bank218$4.00K0.00%––
First Command Financial Services, Inc.218$4.00K0.00%––
Patriot Financial Group Insurance Agency, LLC174$4.00K0.00%––
Burleson & Company, LLC212$4.00K0.00%––
Kelly Financial Services LLC200$4.05K0.00%––
Proequities, Inc.239$5.00K0.00%––
Capital Advisors, Ltd. LLC251$5.00K0.00%––
Red Cedar Capital, LLC250$5.00K0.00%––
Alpha DNA Investment Management LLC286$5.00K0.01%––
Meeder Asset Management Inc311$6.00K0.00%––
Signaturefd, LLC285$6.00K0.00%––
Cribstone Capital Management, LLC300$6.00K0.00%––
Selective Wealth Management, Inc.300$6.00K0.01%––
Atlas Capital Advisors LLC330$6.68K0.00%––
Fieldpoint Private Securities, LLC360$7.00K0.00%––
Benjamin F. Edwards & Company, Inc.465$9.00K0.00%––
Cutler Group LP464$9.00K0.00%––
Column Capital Advisors, LLC452$9.00K0.00%––
Financial Management Professionals, Inc.425$9.00K0.00%––
Total Clarity Wealth Management, Inc.425$9.00K0.01%––
Brown Brothers Harriman & Co469$10.0K0.00%––
Quadrant Capital Group LLC503$10.0K0.00%––
McIlrath & Eck, LLC476$10.0K0.00%––
Atwood & Palmer Inc522$11.0K0.00%––
Sandy Spring Bank550$11.0K0.00%––
AlphaMark Advisors, LLC583$12.0K0.00%––
Geneos Wealth Management Inc.553$12.0K0.00%––
ShoreHaven Wealth Partners, LLC569$12.0K0.01%––
Jones Financial Companies LLLP663$13.0K0.00%––
Eaton Vance Management651$13.0K0.00%––
Versant Capital Management, Inc647$13.0K0.00%––
Ellis Investment Partners, LLC666$13.0K0.00%––
Pittenger & Anderson Inc750$15.0K0.00%––
Lenox Wealth Advisors, LLC751$15.0K0.00%––
Optimum Investment Advisors800$16.0K0.00%––
FinTrust Capital Advisors, LLC828$17.0K0.00%––
Lindbrook Capital, LLC887$18.0K0.00%––
Washington Trust Co1,000$20.0K0.00%––
Credit Agricole S A1,000$20.0K0.00%––
Farmers & Merchants Investments Inc1,062$22.0K0.00%––
FourThought Financial, LLC1,100$22.0K0.00%––
CWM, LLC1,000$23.0K0.00%––
FormulaFolio Investments, LLC1,000$23.0K0.01%––
Valeo Financial Advisors, LLC1,287$26.0K0.00%––
Fifth Third Bancorp1,378$28.0K0.00%––
Motco1,417$29.0K0.00%––
Sowell Financial Services LLC1,304$30.0K0.00%––
Creative Financial Designs Inc1,558$32.0K0.01%––
Coastal Capital Group, Inc.1,600$32.0K0.01%––
Vectors Research Management, LLC1,652$33.0K0.01%––
Wolverine Asset Management LLC2,012$40.0K0.00%––
Nisa Investment Advisors, LLC2,100$43.0K0.00%––
Steward Partners Investment Advisory, LLC2,477$50.2K0.00%––
Ameritas Investment Company, LLC2,520$51.1K0.00%––
IFP Advisors, Inc2,925$59.0K0.00%––
American Portfolios Advisors3,138$63.6K0.00%––
Spire Wealth Management3,100$64.0K0.00%––
Rockefeller Capital Management L.P.3,429$69.0K0.00%––
Infusive Asset Management Inc.3,491$71.0K0.02%––
Ci Investments Inc.3,663$74.0K0.00%––
Pflug Koory, LLC3,657$74.0K0.04%––
Carroll Financial Associates, Inc.3,791$76.0K0.00%––
TSFG, LLC4,139$84.0K0.04%––
Bedel Financial Consulting, Inc.4,252$86.0K0.03%––
International Assets Investment Management, LLC4,604$98.0K0.01%––
Plante Moran Financial Advisors, LLC4,941$100.0K0.03%––
Harbor Investment Advisory, LLC5,170$105.0K0.02%––
Walleye Trading LLC6,192$125.0K0.00%––
Belpointe Asset Management LLC6,175$125.0K0.01%––
S.A. Mason LLC7,500$152.0K0.11%––
Vestcor Inc7,900$160.0K0.01%––
Tower Research Capital LLC (TRC)8,816$178.0K0.00%––
Point72 Hong Kong Ltd8,923$181.0K0.01%––
Farmers & Merchants Trust Co of Long Beach9,981$202.0K0.07%––
Shelton Capital Management10,001$203.0K0.01%––
Pinnacle Associates Ltd10,140$205.0K0.00%––
Mariner, LLC10,200$207.0K0.00%––
Capital Investment Advisors, LLC10,209$207.0K0.01%––
Everhart Financial Group, Inc.10,200$207.0K0.18%––