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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 13,617 | $314.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,916 | $302.0K | 0.02% | −637−4.7% | Reduced |
| Echo Street Capital Management LLC | 12,565 | $294.0K | 0.00% | −9,909−44.1% | Reduced |
| First Commonwealth Financial Corp | 12,500 | $293.0K | 0.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,458 | $292.0K | 0.00% | −446−3.5% | Reduced |
| First Republic Investment Management, Inc. | 12,380 | $290.0K | 0.00% | −187−1.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,356 | $289.0K | 0.00% | +12,356 | New |
| Profund Advisors LLC | 12,238 | $286.0K | 0.01% | −371−2.9% | Reduced |
| Kestra Advisory Services, LLC | 12,080 | $283.0K | 0.00% | −842−6.5% | Reduced |
| Bridgewater Associates, LP | 12,000 | $281.0K | 0.00% | +12,000 | New |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $281.0K | 0.03% | +12,000 | New |
| Pictet Asset Management Ltd | 11,889 | $278.0K | 0.00% | −4,211−26.2% | Reduced |
| United Capital Financial Advisers, LLC | 11,870 | $278.0K | 0.00% | −10−0.1% | Reduced |
| Johnson Investment Counsel Inc | 11,788 | $276.0K | 0.00% | 00.0% | Unchanged |
| Pendal Group Limited | 11,738 | $275.0K | 0.00% | +11,738 | New |
| Henshaw Capital LLC | 10,879 | $254.8K | 0.02% | 00.0% | Unchanged |
| ARS Wealth Advisors, LLC | 10,587 | $248.0K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 10,392 | $243.0K | 0.00% | +192+1.9% | Added |
| Capital Investment Advisors, LLC | 10,272 | $241.0K | 0.01% | +63+0.6% | Added |
| Delta Capital Management LLC | 10,230 | $240.0K | 0.15% | +10,230 | New |
| Compagnie Lombard Odier SCmA | 10,225 | $239.0K | 0.01% | +10,225 | New |
| Janney Montgomery Scott LLC | 10,104 | $237.0K | 0.00% | −643−6.0% | Reduced |
| Everhart Financial Group, Inc. | 10,120 | $237.0K | 0.16% | −80−0.8% | Reduced |
| Pinnacle Associates Ltd | 10,140 | $237.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 10,001 | $234.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,981 | $234.0K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,756 | $228.0K | 0.00% | −537−5.2% | Reduced |
| Qube Research & Technologies Ltd | 9,466 | $222.0K | 0.00% | −298,197−96.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 9,197 | $215.0K | 0.01% | +9,197 | New |
| World Asset Management Inc | 8,903 | $209.0K | 0.02% | −296−3.2% | Reduced |
| Homrich & Berg | 8,743 | $205.0K | 0.00% | +8,743 | New |
| Campbell & CO Investment Adviser LLC | 8,686 | $203.0K | 0.09% | +8,686 | New |
| PDS Planning, Inc | 8,627 | $202.0K | 0.05% | −3,793−30.5% | Reduced |
| Agf Investments Inc. | 7,954 | $186.0K | 0.00% | +7,954 | New |
| Neo Ivy Capital Management | 7,862 | $184.0K | 0.19% | −7,297−48.1% | Reduced |
| S.A. Mason LLC | 7,500 | $176.0K | 0.12% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,047 | $165.0K | 0.00% | +7,047 | New |
| Belpointe Asset Management LLC | 6,348 | $149.0K | 0.01% | +173+2.8% | Added |
| Ci Investments Inc. | 6,002 | $141.0K | 0.00% | +2,339+63.9% | Added |
| Vestcor Inc | 5,900 | $138.0K | 0.00% | −2,000−25.3% | Reduced |
| Harbor Investment Advisory, LLC | 5,220 | $122.0K | 0.02% | +50+1.0% | Added |
| Cutler Group LP | 5,160 | $120.0K | 0.01% | +4,696+1,012.1% | Added |
| Steward Partners Investment Advisory, LLC | 4,685 | $110.0K | 0.00% | +2,208+89.1% | Added |
| AdvisorShares Investments LLC | 4,626 | $108.0K | 0.01% | +4,626 | New |
| Plante Moran Financial Advisors, LLC | 4,501 | $105.0K | 0.03% | −440−8.9% | Reduced |
| American Portfolios Advisors | 4,434 | $103.8K | 0.00% | +1,296+41.3% | Added |
| Bedel Financial Consulting, Inc. | 4,252 | $100.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 4,139 | $97.0K | 0.04% | 00.0% | Unchanged |
| Eaton Vance Management | 4,032 | $95.0K | 0.00% | +3,381+519.4% | Added |
| Carroll Financial Associates, Inc. | 3,802 | $89.0K | 0.01% | +11+0.3% | Added |
| Pflug Koory, LLC | 3,657 | $86.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,282 | $77.0K | 0.00% | +1,904+138.2% | Added |
| 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 |
| Advisory Services Network, LLC | 2,886 | $68.0K | 0.00% | +2,886 | New |
| Acadian Asset Management LLC | 2,694 | $63.0K | 0.00% | −17,111−86.4% | Reduced |
| First Quadrant L P | 2,300 | $54.0K | 0.01% | −28,003−92.4% | Reduced |
| Tradition Wealth Management, LLC | 2,227 | $52.0K | 0.01% | +2,227 | New |
| IFP Advisors, Inc | 2,014 | $47.0K | 0.00% | −911−31.1% | Reduced |
| State of Wyoming | 1,803 | $42.0K | 0.03% | +1,803 | New |
| Lazard Asset Management LLC | 1,768 | $41.0K | 0.00% | +1,768 | New |
| Vectors Research Management, LLC | 1,652 | $39.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,607 | $38.0K | 0.01% | +7+0.4% | Added |
| 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 |
| Motco | 1,417 | $33.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,280 | $30.0K | 0.00% | +1,280 | New |
| 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 |
| 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 |
| Lindbrook Capital, LLC | 887 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 882 | $21.0K | 0.00% | +750+568.2% | Added |
| FinTrust Capital Advisors, LLC | 828 | $19.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 751 | $18.0K | 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 |
| Jones Financial Companies LLLP | 663 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 668 | $15.0K | 0.00% | +2+0.3% | Added |
| AlphaMark Advisors, LLC | 583 | $14.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $14.0K | 0.01% | +300+100.0% | Added |
| 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 |
| 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 |
| Financial Management Professionals, Inc. | 425 | $10.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 404 | $9.00K | 0.00% | −5,788−93.5% | Reduced |
| 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 |
| Atlas Capital Advisors LLC | 330 | $7.73K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 301 | $7.00K | 0.00% | +16+5.6% | Added |