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 |
|---|---|---|---|---|---|
| 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 |
| Eukles Asset Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 24 | $520 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $737 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $1.00K | 0.00% | −41,408−99.9% | Reduced |
| Earnest Partners LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 42 | $1.00K | 0.00% | −1−2.3% | Reduced |
| HighMark Wealth Management LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 41 | $1.00K | 0.00% | +41 | New |
| Meridian Wealth Partners, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Proequities, Inc. | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 106 | $2.00K | 0.00% | +1+1.0% | Added |
| First Horizon Advisors, Inc. | 106 | $2.00K | 0.00% | +100+1,666.7% | Added |
| Benjamin Edwards Inc | 82 | $2.00K | 0.00% | +82 | New |
| Focused Wealth Management, Inc | 85 | $2.00K | 0.00% | +85 | New |
| NEXT Financial Group, Inc | 107 | $2.00K | 0.00% | +107 | New |
| Heritage Wealth Management, LLC | 74 | $2.00K | 0.00% | +74 | New |
| Clearstead Advisors, LLC | 155 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 157 | $3.00K | 0.00% | +38+31.9% | Added |
| Bogart Wealth, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 201 | $4.00K | 0.00% | +1+0.5% | Added |
| Professional Financial Advisors, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 175 | $4.00K | 0.00% | +1+0.6% | Added |
| Kelly Financial Services LLC | 200 | $4.34K | 0.00% | −4,484−95.7% | Reduced |
| Parallel Advisors, LLC | 239 | $5.00K | 0.00% | −76−24.1% | Reduced |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 236 | $5.00K | 0.00% | +236 | New |
| Bell Investment Advisors, Inc | 210 | $5.00K | 0.00% | +210 | New |
| O'Shaughnessy Asset Management, LLC | 278 | $6.00K | 0.00% | −43−13.4% | Reduced |
| Cribstone Capital Management, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 330 | $7.15K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 355 | $8.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 350 | $8.00K | 0.00% | +350 | New |
| Financial Management Professionals, Inc. | 425 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 382 | $9.00K | 0.00% | +164+75.2% | Added |
| First Command Financial Services, Inc. | 382 | $9.00K | 0.00% | +164+75.2% | Added |
| Total Clarity Wealth Management, Inc. | 425 | $9.00K | 0.00% | +425 | New |
| Meeder Asset Management Inc | 484 | $10.0K | 0.00% | −9−1.8% | Reduced |
| Brown Brothers Harriman & Co | 469 | $10.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 452 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 476 | $10.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 504 | $11.0K | 0.00% | +203+67.4% | Added |
| Eaton Vance Management | 4,035 | $12.0K | 0.00% | +3+0.1% | Added |
| Quadrant Capital Group LLC | 549 | $12.0K | 0.00% | +49+9.8% | Added |
| Kowal Investment Group, LLC | 546 | $12.0K | 0.00% | +546 | New |
| Jones Financial Companies LLLP | 599 | $13.0K | 0.00% | −64−9.7% | Reduced |
| AlphaMark Advisors, LLC | 583 | $13.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 672 | $14.0K | 0.00% | +4+0.6% | Added |
| Pittenger & Anderson Inc | 750 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 751 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 757 | $16.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $17.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 765 | $17.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 828 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 836 | $18.0K | 0.00% | +836 | New |
| Harbour Investments, Inc. | 882 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 887 | $19.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,076 | $23.0K | 0.00% | +14+1.3% | Added |
| FourThought Financial, LLC | 1,100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,149 | $25.0K | 0.00% | −2,133−65.0% | Reduced |
| Sageworth Trust Co | 1,280 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,312 | $29.0K | 0.00% | −250−16.0% | Reduced |
| Motco | 1,417 | $31.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,471 | $32.0K | 0.00% | +1,004+215.0% | Added |
| Creative Financial Designs Inc | 1,569 | $34.0K | 0.01% | +6+0.4% | Added |
| Coastal Capital Group, Inc. | 1,615 | $35.0K | 0.01% | +8+0.5% | Added |
| Vectors Research Management, LLC | 1,652 | $36.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,799 | $39.0K | 0.03% | −4−0.2% | Reduced |
| IFP Advisors, Inc | 2,014 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,107 | $46.0K | 0.00% | +1,760+507.2% | Added |
| Tradition Wealth Management, LLC | 2,227 | $48.0K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 2,400 | $52.0K | 0.01% | +100+4.3% | Added |
| First National Bank of South Miami | 2,413 | $52.0K | 0.03% | +2,413 | New |
| Cutler Group LP | 2,700 | $58.0K | 0.00% | −2,460−47.7% | Reduced |
| Pflug Koory, LLC | 3,657 | $79.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 3,816 | $82.0K | 0.00% | +14+0.4% | Added |
| TSFG, LLC | 4,139 | $90.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,252 | $92.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,443 | $96.3K | 0.00% | +9+0.2% | Added |
| Rockefeller Capital Management L.P. | 4,498 | $97.0K | 0.00% | +1,295+40.4% | Added |
| Plante Moran Financial Advisors, LLC | 4,501 | $98.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,170 | $112.0K | 0.02% | −50−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,231 | $113.0K | 0.00% | +546+11.7% | Added |
| Vestcor Inc | 5,900 | $128.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,001 | $130.0K | 0.00% | −10.0% | Reduced |
| Belpointe Asset Management LLC | 6,398 | $138.0K | 0.01% | +50+0.8% | Added |
| S.A. Mason LLC | 7,500 | $163.0K | 0.11% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 7,546 | $164.0K | 0.03% | +2,920+63.1% | Added |