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, Q2 2021
Institutional positions in Wendy's Co as of Jun 30, 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
- 337
- +15 vs. Q1 2021
- Shares held
- 150.7M
- −10.5M (−6.5%) vs. Q1 2021
- Total value
- $3.53B
- +$261.8M (+8.0%) vs. Q1 2021
- New holders
- 49
- 92 more added
- Sold out
- 34
- 133 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 403 | $1.48B |
| Q1 2026 | 412 | $1.33B |
| Q4 2025 | 429 | $1.59B |
| Q3 2025 | 403 | $1.67B |
| Q2 2025 | 402 | $2.25B |
| Q1 2025 | 424 | $2.76B |
| Q4 2024 | 425 | $3.04B |
| Q3 2024 | 394 | $3.13B |
| Q2 2024 | 392 | $2.98B |
| Q1 2024 | 364 | $3.30B |
| Q4 2023 | 388 | $3.42B |
| Q3 2023 | 351 | $3.54B |
| Q2 2023 | 360 | $3.57B |
| Q1 2023 | 343 | $3.60B |
| Q4 2022 | 348 | $3.48B |
| Q3 2022 | 336 | $2.85B |
| Q2 2022 | 341 | $2.86B |
| Q1 2022 | 356 | $3.33B |
| Q4 2021 | 364 | $3.61B |
| Q3 2021 | 351 | $3.40B |
| Q2 2021 | 337 | $3.53B |
| Q1 2021 | 324 | $3.28B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 26,630,629 | $623.7M | 7.29% | 00.0% | Unchanged |
| Vanguard Group Inc | 17,671,830 | $413.9M | 0.01% | +1,053,747+6.3% | Added |
| BlackRock Inc. | 16,285,409 | $381.4M | 0.01% | −2,980,694−15.5% | Reduced |
| Massachusetts Financial Services Co | 8,707,941 | $203.9M | 0.06% | +3,759,624+76.0% | Added |
| JPMorgan Chase & Co | 6,519,810 | $152.7M | 0.02% | −755,915−10.4% | Reduced |
| State Street Corp | 4,685,910 | $109.7M | 0.01% | +339,175+7.8% | Added |
| Janus Henderson Group PLC | 4,239,113 | $99.3M | 0.04% | −5,379−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,078,455 | $95.5M | 0.12% | −1,348,758−24.9% | Reduced |
| Dimensional Fund Advisors LP | 3,715,095 | $87.0M | 0.03% | +99,816+2.8% | Added |
| Geode Capital Management, LLC | 3,678,725 | $86.2M | 0.01% | +1,403,423+61.7% | Added |
| Citadel Advisors LLC | 3,284,624 | $76.9M | 0.08% | +3,149,678+2,334.0% | Added |
| Price T Rowe Associates Inc | 2,671,929 | $62.6M | 0.01% | −445,724−14.3% | Reduced |
| Two Sigma Advisers, LP | 2,435,405 | $57.0M | 0.15% | −942,500−27.9% | Reduced |
| Bank of New York Mellon Corp | 2,325,244 | $54.5M | 0.01% | −43,056−1.8% | Reduced |
| Macquarie Group Ltd | 2,155,801 | $50.5M | 0.04% | −936,733−30.3% | Reduced |
| FMR LLC | 1,860,977 | $43.6M | 0.00% | −952,511−33.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,784,599 | $41.8M | 0.85% | −176,241−9.0% | Reduced |
| Norges Bank | 1,620,393 | $38.0M | 0.01% | +42,013+2.7% | Added |
| Northern Trust Corp | 1,492,670 | $35.0M | 0.01% | −74,440−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,436,223 | $33.6M | 0.01% | +27,130+1.9% | Added |
| Nuveen Asset Management, LLC | 1,270,336 | $29.8M | 0.01% | +351,246+38.2% | Added |
| Ameriprise Financial Inc | 1,138,964 | $26.7M | 0.01% | −53,296−4.5% | Reduced |
| Invesco Ltd. | 1,116,540 | $26.1M | 0.01% | +719,980+181.6% | Added |
| Goldman Sachs Group Inc | 1,024,181 | $24.0M | 0.01% | −118,278−10.4% | Reduced |
| Renaissance Technologies LLC | 1,008,782 | $23.6M | 0.03% | −1,320,600−56.7% | Reduced |
| Dorsal Capital Management, LLC | 1,000,000 | $23.4M | 1.09% | +1,000,000 | New |
| AQR Capital Management LLC | 982,535 | $22.6M | 0.04% | −364,149−27.0% | Reduced |
| D. E. Shaw & Co., Inc. | 902,508 | $21.1M | 0.02% | −2,365,126−72.4% | Reduced |
| Assenagon Asset Management S.A. | 888,311 | $20.8M | 0.09% | +730,019+461.2% | Added |
| Two Sigma Investments, LP | 773,859 | $18.1M | 0.05% | −2,584,941−77.0% | Reduced |
| Millennium Management LLC | 765,642 | $17.9M | 0.02% | −1,435,137−65.2% | Reduced |
| Balyasny Asset Management LLC | 705,174 | $16.5M | 0.09% | +705,174 | New |
| Deutsche Bank AG | 642,255 | $15.0M | 0.01% | −881,515−57.9% | Reduced |
| Wells Fargo & Company | 637,339 | $14.9M | 0.00% | +126,921+24.9% | Added |
| Morgan Stanley | 625,474 | $14.6M | 0.00% | −433,088−40.9% | Reduced |
| Principal Financial Group Inc | 621,072 | $14.5M | 0.01% | −2,501−0.4% | Reduced |
| Man Group plc | 608,683 | $14.3M | 0.05% | −3,185−0.5% | Reduced |
| Bank of America Corp | 524,886 | $12.3M | 0.00% | −55,160−9.5% | Reduced |
| UBS Group AG | 521,668 | $12.2M | 0.01% | +393,934+308.4% | Added |
| Amundi | 487,173 | $11.4M | 0.01% | +487,173 | New |
| Rhumbline Advisers | 454,218 | $10.6M | 0.01% | −16,456−3.5% | Reduced |
| Susquehanna International Group, LLP | 433,928 | $10.2M | 0.01% | +286,899+195.1% | Added |
| Cubist Systematic Strategies, LLC | 422,932 | $9.90M | 0.11% | −104,381−19.8% | Reduced |
| Nicholas Company, Inc. | 420,360 | $9.85M | 0.17% | −380,180−47.5% | Reduced |
| Swiss National Bank | 419,900 | $9.83M | 0.01% | −15,300−3.5% | Reduced |
| California Public Employees Retirement System | 415,888 | $9.74M | 0.01% | −27,960−6.3% | Reduced |
| KBC Group NV | 402,445 | $9.43M | 0.03% | −14,216−3.4% | Reduced |
| UBS Asset Management Americas Inc | 343,019 | $8.03M | 0.00% | +13,236+4.0% | Added |
| Alliancebernstein L.P. | 341,028 | $7.99M | 0.00% | +21,702+6.8% | Added |
| California State Teachers Retirement System | 324,634 | $7.60M | 0.01% | −10,932−3.3% | Reduced |
| Parametric Portfolio Associates LLC | 322,410 | $7.55M | 0.00% | +31,229+10.7% | Added |
| Polar Asset Management Partners Inc. | 319,269 | $7.48M | 0.09% | +319,269 | New |
| American International Group, Inc. | 316,140 | $7.40M | 0.03% | −10,261−3.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 312,292 | $7.31M | 0.08% | +117,560+60.4% | Added |
| Marshall Wace, LLP | 311,775 | $7.30M | 0.04% | +122,375+64.6% | Added |
| State Board of Administration of Florida Retirement System | 309,256 | $7.24M | 0.01% | −10,220−3.2% | Reduced |
| Legal & General Group Plc | 308,041 | $7.21M | 0.00% | −61,704−16.7% | Reduced |
| Squarepoint Ops LLC | 285,577 | $6.69M | 0.05% | −286,927−50.1% | Reduced |
| Capital Fund Management S.A. | 267,603 | $6.27M | 0.17% | +267,603 | New |
| Maplelane Capital, LLC | 260,000 | $6.09M | 0.47% | −740,000−74.0% | Reduced |
| Allianz Asset Management GmbH | 241,118 | $5.65M | 0.01% | +74,955+45.1% | Added |
| New York State Common Retirement Fund | 238,437 | $5.58M | 0.01% | +38,437+19.2% | Added |
| NFJ Investment Group, LLC | 237,441 | $5.56M | 0.11% | −35,362−13.0% | Reduced |
| Retirement Systems of Alabama | 230,704 | $5.40M | 0.02% | −3,026−1.3% | Reduced |
| Neuberger Berman Group LLC | 225,038 | $5.27M | 0.00% | −225,849−50.1% | Reduced |
| Gateway Investment Advisers LLC | 213,078 | $4.99M | 0.05% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 207,437 | $4.86M | 0.03% | +49,694+31.5% | Added |
| New York State Teachers Retirement System | 206,003 | $4.83M | 0.01% | −11,600−5.3% | Reduced |
| Credit Suisse AG | 198,164 | $4.64M | 0.00% | −19,096−8.8% | Reduced |
| Manufacturers Life Insurance Company, The | 194,755 | $4.56M | 0.00% | −7,145−3.5% | Reduced |
| Ensign Peak Advisors, Inc | 190,959 | $4.47M | 0.01% | −26,835−12.3% | Reduced |
| Prudential Financial Inc | 187,144 | $4.38M | 0.01% | −125,588−40.2% | Reduced |
| Wealth Advisory Solutions, LLC | 180,315 | $4.22M | 1.00% | +180,315 | New |
| Creative Planning | 177,053 | $4.15M | 0.01% | −3,849−2.1% | Reduced |
| Paloma Partners Management Co | 176,871 | $4.14M | 0.11% | +147,994+512.5% | Added |
| Jane Street Group, LLC | 166,211 | $3.89M | 0.01% | +135,014+432.8% | Added |
| Voya Investment Management LLC | 164,236 | $3.85M | 0.01% | −7,552−4.4% | Reduced |
| Nisa Investment Advisors, LLC | 162,542 | $3.81M | 0.02% | +160,442+7,640.1% | Added |
| Mutual of America Capital Management LLC | 156,125 | $3.66M | 0.04% | −5,602−3.5% | Reduced |
| Barclays PLC | 146,898 | $3.44M | 0.00% | −96,318−39.6% | Reduced |
| Amalgamated Bank | 139,774 | $3.27M | 0.03% | +104,860+300.3% | Added |
| Texas Permanent School Fund | 131,970 | $3.09M | 0.04% | −1,814−1.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 131,496 | $3.08M | 0.04% | +131,496 | New |
| Bank of Montreal | 132,908 | $3.08M | 0.00% | +60,622+83.9% | Added |
| KG&L Capital Management,LLC | 125,286 | $2.93M | 1.34% | −299−0.2% | Reduced |
| Gabelli Funds LLC | 125,000 | $2.93M | 0.02% | +45,000+56.3% | Added |
| Twin Tree Management, LP | 123,311 | $2.89M | 0.09% | +123,311 | New |
| American Century Companies Inc | 121,467 | $2.85M | 0.00% | +91,944+311.4% | Added |
| Guggenheim Capital LLC | 118,947 | $2.79M | 0.02% | −17,308−12.7% | Reduced |
| HRT Financial LP | 113,677 | $2.66M | 0.02% | +113,677 | New |
| State of New Jersey Common Pension Fund D | 106,253 | $2.49M | 0.01% | −13,897−11.6% | Reduced |
| Public Employees Retirement System of Ohio | 101,712 | $2.38M | 0.01% | +6,478+6.8% | Added |
| Shufro Rose & Co LLC | 100,921 | $2.36M | 0.18% | −100−0.1% | Reduced |
| Federated Hermes, Inc. | 92,747 | $2.17M | 0.00% | +1,588+1.7% | Added |
| Royal Bank of Canada | 91,809 | $2.15M | 0.00% | +35,765+63.8% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 91,440 | $2.14M | 0.53% | +91,440 | New |
| State of Tennessee, Treasury Department | 89,818 | $2.10M | 0.01% | −70,000−43.8% | Reduced |
| MetLife Investment Management | 88,486 | $2.07M | 0.02% | −4,012−4.3% | Reduced |
| Envestnet Asset Management Inc | 85,406 | $2.00M | 0.00% | +28,351+49.7% | Added |
| Quadrature Capital Ltd | 79,416 | $1.86M | 0.07% | +17,252+27.8% | Added |