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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
World Asset Management Inc9,199$208.0K0.02%––
Captrust Financial Advisors10,293$209.0K0.00%––
ARS Wealth Advisors, LLC10,587$214.0K0.05%––
Janney Montgomery Scott LLC10,747$218.0K0.00%––
TruWealth Advisors, LLC10,755$218.0K0.03%––
Cipher Capital LP10,795$219.0K0.03%––
Henshaw Capital LLC10,879$220.4K0.01%––
Simplex Trading, LLC11,305$229.0K0.01%––
Verition Fund Management LLC11,748$238.0K0.00%––
Johnson Investment Counsel Inc11,788$239.0K0.00%––
United Capital Financial Advisers, LLC11,880$241.0K0.00%––
Stifel Financial Corp12,289$249.0K0.00%––
Tokio Marine Asset Management Co Ltd12,400$251.0K0.03%––
PDS Planning, Inc12,420$252.0K0.07%––
First Commonwealth Financial Corp12,500$253.0K0.10%––
Profund Advisors LLC12,609$255.0K0.01%––
First Republic Investment Management, Inc.12,567$255.0K0.00%––
Raymond James Financial Services Advisors, Inc.12,582$255.0K0.00%––
Cambridge Investment Research Advisors, Inc.12,727$258.0K0.00%––
Alps Advisors Inc12,904$261.0K0.00%––
Kestra Advisory Services, LLC12,922$262.0K0.00%––
Prelude Capital Management, LLC13,553$275.0K0.02%––
Maryland State Retirement & Pension System13,617$276.0K0.01%––
Becker Capital Management Inc13,765$279.0K0.01%––
Wedbush Securities Inc14,083$285.0K0.02%––
Boenning & Scattergood, Inc.14,160$287.0K0.05%––
Illinois Municipal Retirement Fund14,164$287.0K0.01%––
ProShare Advisors LLC14,459$293.0K0.00%––
1st Source Bank15,085$306.0K0.02%––
Neo Ivy Capital Management15,159$307.0K0.34%––
Oppenheimer & Co Inc15,860$321.0K0.01%––
Pictet Asset Management Ltd16,100$326.0K0.00%––
Financial Advocates Investment Management16,344$331.0K0.02%––
CIBC Private Wealth Group, LLC16,473$333.0K0.00%––
Asset Management One Co.,Ltd.16,565$335.0K0.00%––
Shell Asset Management Co16,699$338.0K0.01%––
Securian Asset Management, Inc16,893$342.0K0.01%––
M&T Bank Corp16,914$343.0K0.00%––
Truist Financial Corp17,290$350.0K0.00%––
Seven Eight Capital, LP16,898$370.0K0.09%––
Crossmark Global Holdings, Inc.19,010$385.0K0.01%––
Pacer Advisors, Inc.19,095$387.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)19,182$389.0K0.00%––
CIBC World Markets Corp19,228$390.0K0.00%––
Chesapeake Wealth Management19,449$394.0K0.13%––
Banco Bilbao Vizcaya Argentaria, S.A.19,574$397.0K0.01%––
Acadian Asset Management LLC19,805$401.0K0.00%––
Gabelli & Co Investment Advisers, Inc.20,000$405.0K0.05%––
Williams Jones Wealth Management, LLC.20,000$405.0K0.01%––
Pearl River Capital, LLC20,235$410.0K0.13%––
Huntington National Bank20,317$412.0K0.00%––
Teacher Retirement System of Texas21,242$430.0K0.00%––
Teachers Retirement System of the State of Kentucky21,697$440.0K0.00%––
Beacon Financial Advisory LLC21,862$443.0K0.25%––
Mitsubishi UFJ Trust & Banking Corp20,375$447.0K0.00%––
Echo Street Capital Management LLC22,474$455.0K0.00%––
Bridgefront Capital, LLC22,498$456.0K0.14%––
Panagora Asset Management Inc22,715$460.0K0.00%––
State of Wisconsin Investment Board22,743$461.0K0.00%––
Teza Capital Management LLC23,522$477.0K0.10%––
Mercer Global Advisors Inc23,704$480.0K0.00%––
Public Employees Retirement Association of Colorado23,805$482.0K0.00%––
Stratos Wealth Partners, LTD.23,830$483.0K0.01%––
Private Wealth Strategies, L.L.C.25,283$512.0K0.14%––
Quantbot Technologies LP25,529$517.0K0.05%––
WealthStone, Inc.26,713$541.0K0.19%––
Wolverine Trading, LLC26,616$544.0K0.01%––
Group One Trading, L.P.27,283$553.0K0.01%––
AMP Capital Investors Ltd27,312$553.0K0.00%––
State of Alaska, Department of Revenue28,056$568.0K0.01%––
Budros, Ruhlin & Roe, Inc.28,028$568.0K0.07%––
Paloma Partners Management Co28,877$586.0K0.02%––
American Century Companies Inc29,523$598.0K0.00%––
Northwestern Mutual Investment Management Company, LLC29,870$605.0K0.01%––
First Quadrant L P30,303$614.0K0.07%––
The PNC Financial Services Group, Inc.30,409$615.0K0.00%––
Jane Street Group, LLC31,197$632.0K0.00%––
New Mexico Educational Retirement Board31,400$636.0K0.03%––
Advisor Group Holdings, Inc.31,992$648.0K0.00%––
Pacific Global Investment Management CO33,138$671.0K0.14%––
Victory Capital Management Inc33,821$685.0K0.00%––
Utah Retirement Systems34,369$696.0K0.01%––
Amalgamated Bank34,914$707.0K0.03%––
First Trust Advisors LP35,943$728.0K0.00%––
Trexquant Investment LP36,139$732.0K0.07%––
Occudo Quantitative Strategies LP36,389$737.0K0.16%––
Xponance, Inc.37,314$756.0K0.02%––
Boyar Asset Management Inc.38,477$780.0K0.53%––
Plaisance Capital LLC40,000$810.0K0.80%––
Handelsbanken Fonder AB40,957$830.0K0.00%––
Franklin Street Capital Partners, LLC41,245$836.0K0.74%––
Assetmark, Inc42,817$867.0K0.00%––
Metropolitan Life Insurance Co43,270$876.6K0.01%––
Stephens Inc43,632$884.0K0.01%––
LPL Financial LLC45,841$929.0K0.00%––
Louisiana State Employees Retirement System46,500$942.0K0.02%––
McDonald Partners LLC46,771$948.0K0.24%––
Thrivent Financial for Lutherans47,606$964.0K0.00%––
Citigroup Inc48,255$978.0K0.00%––
Gotham Asset Management, LLC48,289$978.0K0.04%––