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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
Maryland State Retirement & Pension System13,617$276.0K0.01%––
Prelude Capital Management, LLC13,553$275.0K0.02%––
Kestra Advisory Services, LLC12,922$262.0K0.00%––
Alps Advisors Inc12,904$261.0K0.00%––
Cambridge Investment Research Advisors, Inc.12,727$258.0K0.00%––
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%––
First Commonwealth Financial Corp12,500$253.0K0.10%––
PDS Planning, Inc12,420$252.0K0.07%––
Tokio Marine Asset Management Co Ltd12,400$251.0K0.03%––
Stifel Financial Corp12,289$249.0K0.00%––
United Capital Financial Advisers, LLC11,880$241.0K0.00%––
Johnson Investment Counsel Inc11,788$239.0K0.00%––
Verition Fund Management LLC11,748$238.0K0.00%––
Simplex Trading, LLC11,305$229.0K0.01%––
Henshaw Capital LLC10,879$220.4K0.01%––
Cipher Capital LP10,795$219.0K0.03%––
Janney Montgomery Scott LLC10,747$218.0K0.00%––
TruWealth Advisors, LLC10,755$218.0K0.03%––
ARS Wealth Advisors, LLC10,587$214.0K0.05%––
Captrust Financial Advisors10,293$209.0K0.00%––
World Asset Management Inc9,199$208.0K0.02%––
Mariner, LLC10,200$207.0K0.00%––
Capital Investment Advisors, LLC10,209$207.0K0.01%––
Everhart Financial Group, Inc.10,200$207.0K0.18%––
Pinnacle Associates Ltd10,140$205.0K0.00%––
Shelton Capital Management10,001$203.0K0.01%––
Farmers & Merchants Trust Co of Long Beach9,981$202.0K0.07%––
Point72 Hong Kong Ltd8,923$181.0K0.01%––
Tower Research Capital LLC (TRC)8,816$178.0K0.00%––
Vestcor Inc7,900$160.0K0.01%––
S.A. Mason LLC7,500$152.0K0.11%––
Walleye Trading LLC6,192$125.0K0.00%––
Belpointe Asset Management LLC6,175$125.0K0.01%––
Harbor Investment Advisory, LLC5,170$105.0K0.02%––
Plante Moran Financial Advisors, LLC4,941$100.0K0.03%––
International Assets Investment Management, LLC4,604$98.0K0.01%––
Bedel Financial Consulting, Inc.4,252$86.0K0.03%––
TSFG, LLC4,139$84.0K0.04%––
Carroll Financial Associates, Inc.3,791$76.0K0.00%––
Ci Investments Inc.3,663$74.0K0.00%––
Pflug Koory, LLC3,657$74.0K0.04%––
Infusive Asset Management Inc.3,491$71.0K0.02%––
Rockefeller Capital Management L.P.3,429$69.0K0.00%––
Spire Wealth Management3,100$64.0K0.00%––
American Portfolios Advisors3,138$63.6K0.00%––
IFP Advisors, Inc2,925$59.0K0.00%––
Ameritas Investment Company, LLC2,520$51.1K0.00%––
Steward Partners Investment Advisory, LLC2,477$50.2K0.00%––
Nisa Investment Advisors, LLC2,100$43.0K0.00%––
Wolverine Asset Management LLC2,012$40.0K0.00%––
Vectors Research Management, LLC1,652$33.0K0.01%––
Creative Financial Designs Inc1,558$32.0K0.01%––
Coastal Capital Group, Inc.1,600$32.0K0.01%––
Sowell Financial Services LLC1,304$30.0K0.00%––
Motco1,417$29.0K0.00%––
Fifth Third Bancorp1,378$28.0K0.00%––
Valeo Financial Advisors, LLC1,287$26.0K0.00%––
CWM, LLC1,000$23.0K0.00%––
FormulaFolio Investments, LLC1,000$23.0K0.01%––
Farmers & Merchants Investments Inc1,062$22.0K0.00%––
FourThought Financial, LLC1,100$22.0K0.00%––
Washington Trust Co1,000$20.0K0.00%––
Credit Agricole S A1,000$20.0K0.00%––
Lindbrook Capital, LLC887$18.0K0.00%––
FinTrust Capital Advisors, LLC828$17.0K0.00%––
Optimum Investment Advisors800$16.0K0.00%––
Pittenger & Anderson Inc750$15.0K0.00%––
Lenox Wealth Advisors, LLC751$15.0K0.00%––
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%––
AlphaMark Advisors, LLC583$12.0K0.00%––
Geneos Wealth Management Inc.553$12.0K0.00%––
ShoreHaven Wealth Partners, LLC569$12.0K0.01%––
Atwood & Palmer Inc522$11.0K0.00%––
Sandy Spring Bank550$11.0K0.00%––
Brown Brothers Harriman & Co469$10.0K0.00%––
Quadrant Capital Group LLC503$10.0K0.00%––
McIlrath & Eck, LLC476$10.0K0.00%––
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%––
Fieldpoint Private Securities, LLC360$7.00K0.00%––
Atlas Capital Advisors LLC330$6.68K0.00%––
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%––
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%––
Kelly Financial Services LLC200$4.05K0.00%––
Peoples Financial Services Corp.212$4.00K0.00%––
Parallel Advisors, LLC212$4.00K0.00%––