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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.

Q2 2021 vs. Q1 2021

How the institutions holding Wendy's Co changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of WEN: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders3242337+15
Shares161.7M516.6K150.7M−10.5M (−6.5%)
Value$3.28B$10.5M$3.53B+$261.8M (+8.0%)

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (49)

Institutions that held Wendy's Co at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to WEN in Q2 2021
InstitutionSharesValue% of portfolio
Dorsal Capital Management, LLC1,000,000$23.4M1.09%
Balyasny Asset Management LLC705,174$16.5M0.09%
Amundi487,173$11.4M0.01%
Polar Asset Management Partners Inc.319,269$7.48M0.09%
Capital Fund Management S.A.267,603$6.27M0.17%
Wealth Advisory Solutions, LLC180,315$4.22M1.00%
Parallax Volatility Advisers, L.P.131,496$3.08M0.04%
Twin Tree Management, LP123,311$2.89M0.09%
HRT Financial LP113,677$2.66M0.02%
Livingston Group Asset Management CO (operating as Southport Capital Management)91,440$2.14M0.53%
Gsa Capital Partners LLP60,652$1.42M0.16%
Kiwi Wealth Investments Limited Partnership51,699$1.21M0.06%
FORA Capital, LLC51,160$1.20M0.22%
Aptus Capital Advisors, LLC46,521$1.09M0.05%
Tuttle Tactical Management26,385$618.0K0.27%
AGF Investments LLC26,206$614.0K0.06%
Blueshift Asset Management, LLC23,328$546.0K0.03%
Caption Management, LLC23,000$538.0K0.05%
Y-Intercept (Hong Kong) Ltd13,559$318.0K0.08%
Maverick Capital LtdSuperinvestorMaverick Capital12,356$289.0K0.00%
Bridgewater Associates, LP12,000$281.0K0.00%
Sheaff Brock Investment Advisors, LLC12,000$281.0K0.03%
Pendal Group Limited11,738$275.0K0.00%
Delta Capital Management LLC10,230$240.0K0.15%
Compagnie Lombard Odier SCmA10,225$239.0K0.01%
Carnegie Capital Asset Management, LLC9,197$215.0K0.01%
Homrich & Berg8,743$205.0K0.00%
Campbell & CO Investment Adviser LLC8,686$203.0K0.09%
Agf Investments Inc.7,954$186.0K0.00%
Advisors Asset Management, Inc.7,047$165.0K0.00%
AdvisorShares Investments LLC4,626$108.0K0.01%
Beck Bode, LLC3,163$74.0K0.02%
Advisory Services Network, LLC2,886$68.0K0.00%
Tradition Wealth Management, LLC2,227$52.0K0.01%
State of Wyoming1,803$42.0K0.03%
Lazard Asset Management LLC1,768$41.0K0.00%
Sageworth Trust Co1,280$30.0K0.00%
Hudock, Inc.757$17.0K0.01%
Tortoise Investment Management, LLC502$12.0K0.00%
Princeton Global Asset Management LLC500$12.0K0.00%
O'Shaughnessy Asset Management, LLC321$8.00K0.00%
Bogart Wealth, LLC200$5.00K0.00%
Global Retirement Partners, LLC200$5.00K0.00%
Professional Financial Advisors, LLC200$5.00K0.00%
Dark Forest Capital Management LP196$5.00K0.00%
Clearstead Advisors, LLC155$4.00K0.00%
Eubel Brady & Suttman Asset Management Inc4$00.00%
Laurel Wealth Advisors LLC15$00.00%
Brendel Financial Advisors LLC5$00.00%

Sold out (34)

Institutions that held Wendy's Co at the end of Q1 2021 and filed for Q2 2021 without it.

Not filed for Q2 2021 yet (2)

Institutions that held Wendy's Co at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEN in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.489,857$9.92M
WealthStone, Inc.26,713$541.0K