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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 16 | $0 | 0.00% | −631−97.5% | Reduced |
| First Manhattan Co | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 4 | $0 | 0.00% | +4 | New |
| Laurel Wealth Advisors LLC | 15 | $0 | 0.00% | +15 | New |
| Brendel Financial Advisors LLC | 5 | $0 | 0.00% | +5 | New |
| Kelly Financial Services LLC | 4,684 | $200 | 0.01% | +4,484+2,242.0% | Added |
| TD Private Client Wealth LLC | 24 | $562 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $796 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $1.00K | 0.00% | +16+59.3% | Added |
| HighMark Wealth Management LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 91 | $2.00K | 0.00% | −148−61.9% | Reduced |
| Enterprise Financial Services Corp | 78 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 105 | $2.00K | 0.00% | +1+1.0% | Added |
| Berman Capital Advisors, LLC | 119 | $2.00K | 0.00% | +107+891.7% | Added |
| Valley National Advisers Inc | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 174 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 155 | $4.00K | 0.00% | +155 | New |
| Peoples Financial Services Corp. | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 218 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 218 | $5.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Professional Financial Advisors, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Dark Forest Capital Management LP | 196 | $5.00K | 0.00% | +196 | New |
| Capital Advisors, Ltd. LLC | 251 | $6.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 301 | $7.00K | 0.00% | +16+5.6% | Added |
| Cribstone Capital Management, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 315 | $7.00K | 0.00% | +103+48.6% | Added |
| Atlas Capital Advisors LLC | 330 | $7.73K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 355 | $8.00K | 0.00% | −5−1.4% | Reduced |
| Ellevest, Inc. | 347 | $8.00K | 0.00% | +176+102.9% | Added |
| O'Shaughnessy Asset Management, LLC | 321 | $8.00K | 0.00% | +321 | New |
| Walleye Trading LLC | 404 | $9.00K | 0.00% | −5,788−93.5% | Reduced |
| Financial Management Professionals, Inc. | 425 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 469 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 476 | $11.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 467 | $11.0K | 0.00% | +2+0.4% | Added |
| Column Capital Advisors, LLC | 452 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 500 | $12.0K | 0.00% | −3−0.6% | Reduced |
| Meeder Asset Management Inc | 493 | $12.0K | 0.00% | +182+58.5% | Added |
| Tortoise Investment Management, LLC | 502 | $12.0K | 0.00% | +502 | New |
| Princeton Global Asset Management LLC | 500 | $12.0K | 0.00% | +500 | New |
| AlphaMark Advisors, LLC | 583 | $14.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $14.0K | 0.01% | +300+100.0% | Added |
| Ellis Investment Partners, LLC | 668 | $15.0K | 0.00% | +2+0.3% | Added |
| Jones Financial Companies LLLP | 663 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 765 | $17.0K | 0.00% | +212+38.3% | Added |
| Hudock, Inc. | 757 | $17.0K | 0.01% | +757 | New |
| Pittenger & Anderson Inc | 750 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 751 | $18.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 828 | $19.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 887 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 882 | $21.0K | 0.00% | +750+568.2% | Added |
| Spire Wealth Management | 1,000 | $23.0K | 0.00% | −2,100−67.7% | Reduced |
| CWM, LLC | 1,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 1,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 1,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,062 | $25.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,100 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,280 | $30.0K | 0.00% | +1,280 | New |
| Motco | 1,417 | $33.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,563 | $37.0K | 0.01% | +5+0.3% | Added |
| Sandy Spring Bank | 1,562 | $37.0K | 0.00% | +1,012+184.0% | Added |
| Coastal Capital Group, Inc. | 1,607 | $38.0K | 0.01% | +7+0.4% | Added |
| Vectors Research Management, LLC | 1,652 | $39.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,768 | $41.0K | 0.00% | +1,768 | New |
| State of Wyoming | 1,803 | $42.0K | 0.03% | +1,803 | New |
| IFP Advisors, Inc | 2,014 | $47.0K | 0.00% | −911−31.1% | Reduced |
| Tradition Wealth Management, LLC | 2,227 | $52.0K | 0.01% | +2,227 | New |
| First Quadrant L P | 2,300 | $54.0K | 0.01% | −28,003−92.4% | Reduced |
| Acadian Asset Management LLC | 2,694 | $63.0K | 0.00% | −17,111−86.4% | Reduced |
| Advisory Services Network, LLC | 2,886 | $68.0K | 0.00% | +2,886 | New |
| Rockefeller Capital Management L.P. | 3,203 | $74.0K | 0.00% | −226−6.6% | Reduced |
| Beck Bode, LLC | 3,163 | $74.0K | 0.02% | +3,163 | New |
| Fifth Third Bancorp | 3,282 | $77.0K | 0.00% | +1,904+138.2% | Added |
| Pflug Koory, LLC | 3,657 | $86.0K | 0.05% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 3,802 | $89.0K | 0.01% | +11+0.3% | Added |
| Eaton Vance Management | 4,032 | $95.0K | 0.00% | +3,381+519.4% | Added |
| TSFG, LLC | 4,139 | $97.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,252 | $100.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,434 | $103.8K | 0.00% | +1,296+41.3% | Added |
| Plante Moran Financial Advisors, LLC | 4,501 | $105.0K | 0.03% | −440−8.9% | Reduced |
| AdvisorShares Investments LLC | 4,626 | $108.0K | 0.01% | +4,626 | New |
| Steward Partners Investment Advisory, LLC | 4,685 | $110.0K | 0.00% | +2,208+89.1% | Added |
| Cutler Group LP | 5,160 | $120.0K | 0.01% | +4,696+1,012.1% | Added |
| Harbor Investment Advisory, LLC | 5,220 | $122.0K | 0.02% | +50+1.0% | Added |
| Vestcor Inc | 5,900 | $138.0K | 0.00% | −2,000−25.3% | Reduced |
| Ci Investments Inc. | 6,002 | $141.0K | 0.00% | +2,339+63.9% | Added |
| Belpointe Asset Management LLC | 6,348 | $149.0K | 0.01% | +173+2.8% | Added |
| Advisors Asset Management, Inc. | 7,047 | $165.0K | 0.00% | +7,047 | New |