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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, 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.

Institutional holdersQ2 2021: 337 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 heldQ2 2021: $3.53B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q1 2021.

Institutions holding WEN in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Metropolitan Life Insurance Co42,138$986.9K0.01%−1,132−2.6%Reduced
PEAK6 Investments LLC42,678$1.00M0.03%−74,679−63.6%Reduced
Citigroup Inc43,632$1.02M0.00%−4,623−9.6%Reduced
Ancora Advisors, LLC44,530$1.04M0.03%−73,150−62.2%Reduced
State of Michigan Retirement System44,668$1.05M0.01%−21,700−32.7%Reduced
Louisiana State Employees Retirement System45,900$1.07M0.03%−600−1.3%Reduced
Tudor Investment Corp Et Al46,054$1.08M0.02%−92,322−66.7%Reduced
Aptus Capital Advisors, LLC46,521$1.09M0.05%+46,521New
King Wealth46,577$1.09M0.22%−8,912−16.1%Reduced
LPL Financial LLC46,963$1.10M0.00%+1,122+2.4%Added
Thrivent Financial for Lutherans47,010$1.10M0.00%−596−1.3%Reduced
McDonald Partners LLC47,646$1.12M0.26%+875+1.9%Added
Ameritas Investment Partners, Inc.47,865$1.12M0.04%−1,679−3.4%Reduced
Stephens Inc48,434$1.13M0.02%+4,802+11.0%Added
US Bancorp48,727$1.14M0.00%−1,511−3.0%Reduced
FORA Capital, LLC51,160$1.20M0.22%+51,160New
Kiwi Wealth Investments Limited Partnership51,699$1.21M0.06%+51,699New
Arizona State Retirement System51,783$1.21M0.01%−3,672−6.6%Reduced
Winton Group Ltd52,550$1.23M0.07%−326−0.6%Reduced
Baird Financial Group, Inc.53,097$1.24M0.00%−6,807−11.4%Reduced
Virginia Retirement Systems Et Al54,400$1.27M0.01%−30,100−35.6%Reduced
Seven Eight Capital, LP54,743$1.28M0.18%+37,845+224.0%Added
Allstate Corp55,867$1.31M0.04%−16,450−22.7%Reduced
Cornercap Investment Counsel Inc56,089$1.31M0.15%−4,091−6.8%Reduced
HighTower Advisors, LLC58,576$1.37M0.00%−2,106−3.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys58,994$1.38M0.02%−746−1.2%Reduced
Gsa Capital Partners LLP60,652$1.42M0.16%+60,652New
Oregon Public Employees Retirement Fund60,724$1.42M0.02%+1,508+2.5%Added
Treasurer of the State of North Carolina62,017$1.45M0.01%−3,750−5.7%Reduced
Pearl River Capital, LLC66,845$1.57M0.43%+46,610+230.3%Added
AlphaCrest Capital Management LLC67,771$1.59M0.07%+11,348+20.1%Added
Commonwealth Equity Services, LLC69,623$1.63M0.00%+13,115+23.2%Added
North Star Investment Management Corp.72,541$1.70M0.13%+105+0.1%Added
Great West Life Assurance Co77,621$1.82M0.00%−1,136−1.4%Reduced
ExodusPoint Capital Management, LP77,809$1.82M0.03%−504,197−86.6%Reduced
Comerica Bank77,542$1.84M0.01%−1,492−1.9%Reduced
Quadrature Capital Ltd79,416$1.86M0.07%+17,252+27.8%Added
Envestnet Asset Management Inc85,406$2.00M0.00%+28,351+49.7%Added
MetLife Investment Management88,486$2.07M0.02%−4,012−4.3%Reduced
State of Tennessee, Treasury Department89,818$2.10M0.01%−70,000−43.8%Reduced
Livingston Group Asset Management CO (operating as Southport Capital Management)91,440$2.14M0.53%+91,440New
Royal Bank of Canada91,809$2.15M0.00%+35,765+63.8%Added
Federated Hermes, Inc.92,747$2.17M0.00%+1,588+1.7%Added
Shufro Rose & Co LLC100,921$2.36M0.18%−100−0.1%Reduced
Public Employees Retirement System of Ohio101,712$2.38M0.01%+6,478+6.8%Added
State of New Jersey Common Pension Fund D106,253$2.49M0.01%−13,897−11.6%Reduced
HRT Financial LP113,677$2.66M0.02%+113,677New
Guggenheim Capital LLC118,947$2.79M0.02%−17,308−12.7%Reduced
American Century Companies Inc121,467$2.85M0.00%+91,944+311.4%Added
Twin Tree Management, LP123,311$2.89M0.09%+123,311New
Gabelli Funds LLC125,000$2.93M0.02%+45,000+56.3%Added
KG&L Capital Management,LLC125,286$2.93M1.34%−299−0.2%Reduced
Bank of Montreal132,908$3.08M0.00%+60,622+83.9%Added
Parallax Volatility Advisers, L.P.131,496$3.08M0.04%+131,496New
Texas Permanent School Fund131,970$3.09M0.04%−1,814−1.4%Reduced
Amalgamated Bank139,774$3.27M0.03%+104,860+300.3%Added
Barclays PLC146,898$3.44M0.00%−96,318−39.6%Reduced
Mutual of America Capital Management LLC156,125$3.66M0.04%−5,602−3.5%Reduced
Nisa Investment Advisors, LLC162,542$3.81M0.02%+160,442+7,640.1%Added
Voya Investment Management LLC164,236$3.85M0.01%−7,552−4.4%Reduced
Jane Street Group, LLC166,211$3.89M0.01%+135,014+432.8%Added
Paloma Partners Management Co176,871$4.14M0.11%+147,994+512.5%Added
Creative Planning177,053$4.15M0.01%−3,849−2.1%Reduced
Wealth Advisory Solutions, LLC180,315$4.22M1.00%+180,315New
Prudential Financial Inc187,144$4.38M0.01%−125,588−40.2%Reduced
Ensign Peak Advisors, Inc190,959$4.47M0.01%−26,835−12.3%Reduced
Manufacturers Life Insurance Company, The194,755$4.56M0.00%−7,145−3.5%Reduced
Credit Suisse AG198,164$4.64M0.00%−19,096−8.8%Reduced
New York State Teachers Retirement System206,003$4.83M0.01%−11,600−5.3%Reduced
Jacobs Levy Equity Management, Inc207,437$4.86M0.03%+49,694+31.5%Added
Gateway Investment Advisers LLC213,078$4.99M0.05%00.0%Unchanged
Neuberger Berman Group LLC225,038$5.27M0.00%−225,849−50.1%Reduced
Retirement Systems of Alabama230,704$5.40M0.02%−3,026−1.3%Reduced
NFJ Investment Group, LLC237,441$5.56M0.11%−35,362−13.0%Reduced
New York State Common Retirement Fund238,437$5.58M0.01%+38,437+19.2%Added
Allianz Asset Management GmbH241,118$5.65M0.01%+74,955+45.1%Added
Maplelane Capital, LLC260,000$6.09M0.47%−740,000−74.0%Reduced
Capital Fund Management S.A.267,603$6.27M0.17%+267,603New
Squarepoint Ops LLC285,577$6.69M0.05%−286,927−50.1%Reduced
Legal & General Group Plc308,041$7.21M0.00%−61,704−16.7%Reduced
State Board of Administration of Florida Retirement System309,256$7.24M0.01%−10,220−3.2%Reduced
Marshall Wace, LLP311,775$7.30M0.04%+122,375+64.6%Added
Schonfeld Strategic Advisors LLC312,292$7.31M0.08%+117,560+60.4%Added
American International Group, Inc.316,140$7.40M0.03%−10,261−3.1%Reduced
Polar Asset Management Partners Inc.319,269$7.48M0.09%+319,269New
Parametric Portfolio Associates LLC322,410$7.55M0.00%+31,229+10.7%Added
California State Teachers Retirement System324,634$7.60M0.01%−10,932−3.3%Reduced
Alliancebernstein L.P.341,028$7.99M0.00%+21,702+6.8%Added
UBS Asset Management Americas Inc343,019$8.03M0.00%+13,236+4.0%Added
KBC Group NV402,445$9.43M0.03%−14,216−3.4%Reduced
California Public Employees Retirement System415,888$9.74M0.01%−27,960−6.3%Reduced
Swiss National Bank419,900$9.83M0.01%−15,300−3.5%Reduced
Nicholas Company, Inc.420,360$9.85M0.17%−380,180−47.5%Reduced
Cubist Systematic Strategies, LLC422,932$9.90M0.11%−104,381−19.8%Reduced
Susquehanna International Group, LLP433,928$10.2M0.01%+286,899+195.1%Added
Rhumbline Advisers454,218$10.6M0.01%−16,456−3.5%Reduced
Amundi487,173$11.4M0.01%+487,173New
UBS Group AG521,668$12.2M0.01%+393,934+308.4%Added
Bank of America Corp524,886$12.3M0.00%−55,160−9.5%Reduced
Man Group plc608,683$14.3M0.05%−3,185−0.5%Reduced