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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
HSBC Holdings PLC49,215$997.0K0.00%––
Ameritas Investment Partners, Inc.49,544$1.00M0.04%––
US Bancorp50,238$1.02M0.00%––
Nomura Holdings Inc52,001$1.06M0.01%––
Winton Group Ltd52,876$1.07M0.06%––
Raymond James & Associates53,762$1.09M0.00%––
Arizona State Retirement System55,455$1.12M0.01%––
King Wealth55,489$1.12M0.25%––
Royal Bank of Canada56,044$1.14M0.00%––
AlphaCrest Capital Management LLC56,423$1.14M0.06%––
Commonwealth Equity Services, LLC56,508$1.14M0.00%––
Envestnet Asset Management Inc57,055$1.16M0.00%––
Oregon Public Employees Retirement Fund59,216$1.20M0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys59,740$1.21M0.01%––
Baird Financial Group, Inc.59,904$1.21M0.00%––
Cornercap Investment Counsel Inc60,180$1.22M0.14%––
HighTower Advisors, LLC60,682$1.23M0.00%––
Quadrature Capital Ltd62,164$1.26M0.06%––
SG Americas Securities, LLC62,831$1.27M0.01%––
Treasurer of the State of North Carolina65,767$1.33M0.01%––
State of Michigan Retirement System66,368$1.34M0.01%––
Engineers Gate Manager LP68,049$1.38M0.07%––
Allstate Corp72,317$1.47M0.05%––
North Star Investment Management Corp.72,436$1.47M0.14%––
Bank of Montreal72,286$1.56M0.00%––
Great West Life Assurance Co78,757$1.59M0.00%––
Gabelli Funds LLC80,000$1.62M0.01%––
Virginia Retirement Systems Et Al84,500$1.71M0.02%––
Comerica Bank79,034$1.79M0.01%––
Federated Hermes, Inc.91,159$1.85M0.00%––
MetLife Investment Management92,498$1.87M0.02%––
Public Employees Retirement System of Ohio95,234$1.93M0.01%––
Shufro Rose & Co LLC101,021$2.05M0.16%––
PEAK6 Investments LLC117,357$2.38M0.06%––
Ancora Advisors, LLC117,680$2.38M0.07%––
State of New Jersey Common Pension Fund D120,150$2.43M0.01%––
KG&L Capital Management,LLC125,585$2.54M1.28%––
UBS Group AG127,734$2.59M0.00%––
Russell Investments Group, Ltd.131,733$2.67M0.00%––
Texas Permanent School Fund133,784$2.71M0.03%––
Citadel Advisors LLC134,946$2.73M0.00%––
Guggenheim Capital LLC136,255$2.76M0.02%––
Tudor Investment Corp Et Al138,376$2.80M0.06%––
Susquehanna International Group, LLP147,029$2.98M0.00%––
Jacobs Levy Equity Management, Inc157,743$3.20M0.02%––
Assenagon Asset Management S.A.158,292$3.21M0.02%––
State of Tennessee, Treasury Department159,818$3.24M0.01%––
Mutual of America Capital Management LLC161,727$3.28M0.03%––
Allianz Asset Management GmbH166,163$3.37M0.00%––
Voya Investment Management LLC171,788$3.48M0.01%––
Creative Planning180,902$3.67M0.01%––
Marshall Wace North America L.P.183,242$3.71M0.02%––
Marshall Wace, LLP189,400$3.84M0.02%––
Schonfeld Strategic Advisors LLC194,732$3.95M0.05%––
New York State Common Retirement Fund200,000$4.05M0.00%––
Manufacturers Life Insurance Company, The201,900$4.09M0.00%––
Gateway Investment Advisers LLC213,078$4.32M0.05%––
Credit Suisse AG217,260$4.40M0.00%––
New York State Teachers Retirement System217,603$4.41M0.01%––
Ensign Peak Advisors, Inc217,794$4.41M0.01%––
Retirement Systems of Alabama233,730$4.74M0.02%––
Barclays PLC243,216$4.93M0.00%––
NFJ Investment Group, LLC272,803$5.53M0.11%––
Parametric Portfolio Associates LLC291,181$5.90M0.00%––
Bank of Nova Scotia298,300$6.04M0.01%––
Qube Research & Technologies Ltd307,663$6.23M0.10%––
Prudential Financial Inc312,732$6.33M0.01%––
Alliancebernstein L.P.319,326$6.47M0.00%––
State Board of Administration of Florida Retirement System319,476$6.47M0.01%––
American International Group, Inc.326,401$6.61M0.03%––
UBS Asset Management Americas Inc329,783$6.68M0.00%––
California State Teachers Retirement System335,566$6.80M0.01%––
Holocene Advisors, LP355,117$7.20M0.05%––
Legal & General Group Plc369,745$7.49M0.00%––
Invesco Ltd.396,560$8.03M0.00%––
KBC Group NV416,661$8.44M0.03%––
Swiss National Bank435,200$8.82M0.01%––
Jupiter Asset Management Ltd435,625$8.82M0.09%––
California Public Employees Retirement System443,848$8.99M0.01%––
Neuberger Berman Group LLC450,887$9.13M0.01%––
Rhumbline Advisers470,674$9.54M0.01%––
Amundi Asset Management US, Inc.489,857$9.92M0.01%––
Wells Fargo & Company510,418$10.3M0.00%––
Cubist Systematic Strategies, LLC527,313$10.7M0.14%––
Squarepoint Ops LLC572,504$11.6M0.11%––
Bank of America Corp580,046$11.8M0.00%––
ExodusPoint Capital Management, LP582,006$11.8M0.24%––
Man Group plc611,868$12.4M0.05%––
Principal Financial Group Inc623,573$12.6M0.01%––
Voloridge Investment Management, LLC625,132$12.7M0.09%––
Nicholas Company, Inc.800,540$16.2M0.30%––
Nuveen Asset Management, LLC919,090$18.6M0.01%––
Maplelane Capital, LLC1,000,000$20.3M1.47%––
Morgan Stanley1,058,562$21.4M0.00%––
Goldman Sachs Group Inc1,142,459$23.1M0.01%––
Ameriprise Financial Inc1,192,260$24.2M0.01%––
AQR Capital Management LLC1,346,684$27.3M0.04%––
Charles Schwab Investment Management Inc1,409,093$28.5M0.01%––
Migdal Insurance & Financial Holdings Ltd.1,500,000$30.4M0.31%––
Deutsche Bank AG1,523,770$30.9M0.02%––