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, Q3 2021
Institutional positions in Wendy's Co as of Sep 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
- 351
- +18 vs. Q2 2021
- Shares held
- 156.7M
- +6.02M (+4.0%) vs. Q2 2021
- Total value
- $3.40B
- −$130.6M (−3.7%) vs. Q2 2021
- New holders
- 58
- 108 more added
- Sold out
- 40
- 109 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 25,333,339 | $549.2M | 6.83% | −1,297,290−4.9% | Reduced |
| Vanguard Group Inc | 18,084,530 | $392.1M | 0.01% | +412,700+2.3% | Added |
| BlackRock Inc. | 16,195,299 | $351.1M | 0.01% | −90,110−0.6% | Reduced |
| Massachusetts Financial Services Co | 11,061,354 | $239.8M | 0.07% | +2,353,413+27.0% | Added |
| JPMorgan Chase & Co | 6,276,243 | $136.1M | 0.02% | −243,567−3.7% | Reduced |
| State Street Corp | 4,673,736 | $101.3M | 0.01% | −12,174−0.3% | Reduced |
| Janus Henderson Group PLC | 4,391,097 | $95.2M | 0.04% | +151,984+3.6% | Added |
| Geode Capital Management, LLC | 4,179,612 | $90.6M | 0.01% | +500,887+13.6% | Added |
| Dimensional Fund Advisors LP | 3,842,647 | $83.3M | 0.03% | +127,552+3.4% | Added |
| Arrowstreet Capital, Limited Partnership | 3,675,826 | $79.7M | 0.10% | −402,629−9.9% | Reduced |
| Citadel Advisors LLC | 2,807,479 | $60.9M | 0.07% | −477,145−14.5% | Reduced |
| Two Sigma Advisers, LP | 2,631,705 | $57.1M | 0.15% | +196,300+8.1% | Added |
| Price T Rowe Associates Inc | 2,370,774 | $51.4M | 0.00% | −301,155−11.3% | Reduced |
| Bank of New York Mellon Corp | 2,236,065 | $48.5M | 0.01% | −89,179−3.8% | Reduced |
| Goldman Sachs Group Inc | 2,172,909 | $47.1M | 0.01% | +1,148,728+112.2% | Added |
| Macquarie Group Ltd | 2,148,464 | $46.6M | 0.04% | −7,337−0.3% | Reduced |
| Assenagon Asset Management S.A. | 2,045,005 | $44.3M | 0.18% | +1,156,694+130.2% | Added |
| Horizon Kinetics Asset Management LLC | 1,733,569 | $37.6M | 0.88% | −51,030−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,480,816 | $32.1M | 0.01% | +44,593+3.1% | Added |
| Two Sigma Investments, LP | 1,412,360 | $30.6M | 0.08% | +638,501+82.5% | Added |
| Northern Trust Corp | 1,411,347 | $30.6M | 0.01% | −81,323−5.4% | Reduced |
| FMR LLC | 1,395,819 | $30.3M | 0.00% | −465,158−25.0% | Reduced |
| Norges Bank | 1,381,393 | $29.9M | 0.01% | −239,000−14.7% | Reduced |
| Millennium Management LLC | 1,287,017 | $27.9M | 0.04% | +521,375+68.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,200,000 | $26.0M | 0.27% | +1,200,000 | New |
| Ameriprise Financial Inc | 1,143,668 | $24.8M | 0.01% | +4,704+0.4% | Added |
| Nuveen Asset Management, LLC | 1,115,736 | $24.2M | 0.01% | −154,600−12.2% | Reduced |
| Man Group plc | 1,057,166 | $22.9M | 0.08% | +448,483+73.7% | Added |
| AQR Capital Management LLC | 1,003,919 | $21.8M | 0.04% | +21,384+2.2% | Added |
| Polar Asset Management Partners Inc. | 880,669 | $19.1M | 0.23% | +561,400+175.8% | Added |
| Amundi | 789,608 | $17.1M | 0.01% | +302,435+62.1% | Added |
| Wells Fargo & Company | 651,542 | $14.1M | 0.00% | +14,203+2.2% | Added |
| Capital Fund Management S.A. | 645,019 | $14.0M | 0.37% | +377,416+141.0% | Added |
| Principal Financial Group Inc | 621,291 | $13.5M | 0.01% | +2190.0% | Added |
| Bank of America Corp | 605,280 | $13.1M | 0.00% | +80,394+15.3% | Added |
| Renaissance Technologies LLC | 599,582 | $13.0M | 0.02% | −409,200−40.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 559,301 | $12.1M | 0.08% | +559,301 | New |
| Point72 Asset Management, L.P. | 538,500 | $11.7M | 0.06% | +538,500 | New |
| Morgan Stanley | 537,237 | $11.6M | 0.00% | −88,237−14.1% | Reduced |
| First Trust Advisors LP | 503,422 | $10.9M | 0.01% | +462,142+1,119.5% | Added |
| Maplelane Capital, LLC | 500,000 | $10.8M | 0.76% | +240,000+92.3% | Added |
| Rhumbline Advisers | 452,321 | $9.81M | 0.01% | −1,897−0.4% | Reduced |
| Invesco Ltd. | 429,000 | $9.30M | 0.00% | −687,540−61.6% | Reduced |
| KBC Group NV | 422,106 | $9.15M | 0.03% | +19,661+4.9% | Added |
| Nicholas Company, Inc. | 420,885 | $9.13M | 0.16% | +525+0.1% | Added |
| Swiss National Bank | 415,700 | $9.01M | 0.01% | −4,200−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 407,900 | $8.84M | 0.10% | +95,608+30.6% | Added |
| California Public Employees Retirement System | 400,191 | $8.68M | 0.01% | −15,697−3.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 400,000 | $8.67M | 0.19% | +400,000 | New |
| Twin Tree Management, LP | 382,166 | $8.29M | 0.25% | +258,855+209.9% | Added |
| Landscape Capital Management, L.L.C. | 370,010 | $8.02M | 1.12% | +370,010 | New |
| Candlestick Capital Management LP | 366,216 | $7.94M | 0.21% | +366,216 | New |
| Parametric Portfolio Associates LLC | 351,258 | $7.62M | 0.00% | +28,848+8.9% | Added |
| UBS Asset Management Americas Inc | 336,524 | $7.30M | 0.00% | −6,495−1.9% | Reduced |
| California State Teachers Retirement System | 310,725 | $6.74M | 0.01% | −13,909−4.3% | Reduced |
| American International Group, Inc. | 308,467 | $6.69M | 0.04% | −7,673−2.4% | Reduced |
| UBS Group AG | 302,847 | $6.57M | 0.00% | −218,821−41.9% | Reduced |
| Royal Bank of Canada | 300,845 | $6.52M | 0.00% | +209,036+227.7% | Added |
| Deutsche Bank AG | 300,116 | $6.51M | 0.00% | −342,139−53.3% | Reduced |
| Legal & General Group Plc | 299,509 | $6.49M | 0.00% | −8,532−2.8% | Reduced |
| Alliancebernstein L.P. | 296,237 | $6.42M | 0.00% | −44,791−13.1% | Reduced |
| State Board of Administration of Florida Retirement System | 288,028 | $6.24M | 0.01% | −21,228−6.9% | Reduced |
| Castleark Management LLC | 286,565 | $6.21M | 0.24% | +286,565 | New |
| CastleArk Alternatives, LLC | 286,565 | $6.21M | 0.24% | +286,565 | New |
| Prudential Financial Inc | 277,652 | $6.02M | 0.01% | +90,508+48.4% | Added |
| Allianz Asset Management GmbH | 253,445 | $5.50M | 0.00% | +12,327+5.1% | Added |
| NFJ Investment Group, LLC | 248,125 | $5.38M | 0.11% | +10,684+4.5% | Added |
| Cinctive Capital Management LP | 239,799 | $5.20M | 0.28% | +239,799 | New |
| New York State Common Retirement Fund | 235,033 | $5.10M | 0.01% | −3,404−1.4% | Reduced |
| Retirement Systems of Alabama | 230,775 | $5.00M | 0.02% | +710.0% | Added |
| New York State Teachers Retirement System | 216,625 | $4.70M | 0.01% | +10,622+5.2% | Added |
| Ancora Advisors, LLC | 215,622 | $4.67M | 0.12% | +171,092+384.2% | Added |
| Gateway Investment Advisers LLC | 212,843 | $4.61M | 0.05% | −235−0.1% | Reduced |
| Barclays PLC | 209,870 | $4.55M | 0.00% | +62,972+42.9% | Added |
| Credit Suisse AG | 208,931 | $4.53M | 0.00% | +10,767+5.4% | Added |
| Neuberger Berman Group LLC | 207,496 | $4.50M | 0.00% | −17,542−7.8% | Reduced |
| Manufacturers Life Insurance Company, The | 205,152 | $4.45M | 0.00% | +10,397+5.3% | Added |
| Bank of Montreal | 188,518 | $4.35M | 0.00% | +55,610+41.8% | Added |
| Comerica Bank | 188,404 | $4.35M | 0.03% | +110,862+143.0% | Added |
| Cubist Systematic Strategies, LLC | 192,631 | $4.18M | 0.05% | −230,301−54.5% | Reduced |
| Ensign Peak Advisors, Inc | 189,209 | $4.10M | 0.01% | −1,750−0.9% | Reduced |
| Dorsal Capital Management, LLC | 188,512 | $4.09M | 0.21% | −811,488−81.1% | Reduced |
| Creative Planning | 177,122 | $3.84M | 0.01% | +690.0% | Added |
| Holocene Advisors, LP | 177,083 | $3.84M | 0.02% | +139,023+365.3% | Added |
| Parallax Volatility Advisers, L.P. | 165,020 | $3.58M | 0.04% | +33,524+25.5% | Added |
| Voya Investment Management LLC | 160,267 | $3.48M | 0.01% | −3,969−2.4% | Reduced |
| Mutual of America Capital Management LLC | 157,148 | $3.41M | 0.03% | +1,023+0.7% | Added |
| SG Americas Securities, LLC | 154,389 | $3.35M | 0.02% | +124,871+423.0% | Added |
| Twinbeech Capital LP | 145,141 | $3.15M | 0.22% | +145,141 | New |
| Texas Permanent School Fund | 131,843 | $2.86M | 0.04% | −127−0.1% | Reduced |
| Amalgamated Bank | 127,048 | $2.75M | 0.02% | −12,726−9.1% | Reduced |
| KG&L Capital Management,LLC | 125,389 | $2.72M | 1.20% | +103+0.1% | Added |
| Gabelli Funds LLC | 125,000 | $2.71M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 119,602 | $2.59M | 0.01% | −192,173−61.6% | Reduced |
| HSBC Holdings PLC | 118,553 | $2.58M | 0.00% | +91,601+339.9% | Added |
| Engineers Gate Manager LP | 118,496 | $2.57M | 0.15% | +91,323+336.1% | Added |
| State of New Jersey Common Pension Fund D | 116,527 | $2.53M | 0.01% | +10,274+9.7% | Added |
| ExodusPoint Capital Management, LP | 107,836 | $2.34M | 0.04% | +30,027+38.6% | Added |
| Envestnet Asset Management Inc | 104,898 | $2.27M | 0.00% | +19,492+22.8% | Added |
| Guggenheim Capital LLC | 103,605 | $2.25M | 0.01% | −15,342−12.9% | Reduced |