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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 15,984 | $347.0K | 0.01% | −291−1.8% | Reduced |
| Financial Advocates Investment Management | 15,695 | $340.0K | 0.02% | −670−4.1% | Reduced |
| Boenning & Scattergood, Inc. | 15,710 | $340.0K | 0.06% | +1,550+10.9% | Added |
| 1st Source Bank | 15,085 | $327.0K | 0.02% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 14,540 | $315.0K | 0.26% | +14,540 | New |
| Wedbush Securities Inc | 14,393 | $312.0K | 0.01% | −208−1.4% | Reduced |
| Echo Street Capital Management LLC | 14,250 | $309.0K | 0.00% | +1,685+13.4% | Added |
| Illinois Municipal Retirement Fund | 14,164 | $307.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 14,050 | $305.0K | 0.11% | −3,102−18.1% | Reduced |
| United Capital Financial Advisers, LLC | 13,995 | $303.0K | 0.00% | +2,125+17.9% | Added |
| Homrich & Berg | 13,792 | $299.0K | 0.01% | +5,049+57.7% | Added |
| Becker Capital Management Inc | 13,765 | $298.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 13,617 | $298.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 13,505 | $292.0K | 0.00% | −30,127−69.0% | Reduced |
| ProShare Advisors LLC | 13,132 | $285.0K | 0.00% | −1,023−7.2% | Reduced |
| Natixis Advisors, L.P. | 12,943 | $281.0K | 0.00% | +12,943 | New |
| Cetera Investment Advisers | 12,749 | $277.0K | 0.00% | +12,749 | New |
| First Commonwealth Financial Corp | 12,500 | $271.0K | 0.10% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 12,388 | $269.0K | 0.00% | +8+0.1% | Added |
| Advisors Asset Management, Inc. | 12,178 | $264.0K | 0.00% | +5,131+72.8% | Added |
| HAP Trading, LLC | 12,089 | $262.0K | 0.02% | +12,089 | New |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $260.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 11,889 | $258.0K | 0.00% | +11,889 | New |
| Johnson Investment Counsel Inc | 11,788 | $256.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,508 | $250.0K | 0.00% | +11,508 | New |
| Bridgefront Capital, LLC | 11,330 | $246.0K | 0.26% | +11,330 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 11,028 | $239.0K | 0.00% | +11,028 | New |
| Bayesian Capital Management, LP | 11,000 | $238.0K | 0.07% | +11,000 | New |
| Profund Advisors LLC | 10,870 | $236.0K | 0.01% | −1,368−11.2% | Reduced |
| Henshaw Capital LLC | 10,879 | $235.9K | 0.01% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 10,587 | $230.0K | 0.04% | +10,587 | New |
| Fox Run Management, L.L.C. | 10,366 | $225.0K | 0.14% | +10,366 | New |
| Pendal Group Limited | 10,340 | $224.0K | 0.00% | −1,398−11.9% | Reduced |
| Alps Advisors Inc | 10,228 | $222.0K | 0.00% | −2,230−17.9% | Reduced |
| Delta Capital Management LLC | 10,230 | $222.0K | 0.14% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10,230 | $222.0K | 0.03% | +10,230 | New |
| Capital Investment Advisors, LLC | 10,215 | $221.0K | 0.01% | −57−0.6% | Reduced |
| Pinnacle Associates Ltd | 10,140 | $220.0K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 10,120 | $219.0K | 0.15% | 00.0% | Unchanged |
| Shelton Capital Management | 10,001 | $217.0K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 10,009 | $217.0K | 0.03% | +10,009 | New |
| Trexquant Investment LP | 9,994 | $217.0K | 0.02% | +9,994 | New |
| Farmers & Merchants Trust Co of Long Beach | 9,981 | $216.0K | 0.06% | 00.0% | Unchanged |
| qPULA Trading Management LP | 9,965 | $216.0K | 0.34% | +9,965 | New |
| 6 Meridian | 9,868 | $214.0K | 0.02% | +9,868 | New |
| Janney Montgomery Scott LLC | 9,759 | $212.0K | 0.00% | −345−3.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,600 | $208.0K | 0.02% | −4,100−29.9% | Reduced |
| Evoke Wealth, LLC | 9,000 | $195.0K | 0.01% | +9,000 | New |
| PDS Planning, Inc | 8,627 | $187.0K | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 8,524 | $185.0K | 0.01% | −16,820−66.4% | Reduced |
| Agf Investments Inc. | 8,000 | $173.0K | 0.00% | +46+0.6% | Added |
| AdvisorShares Investments LLC | 7,546 | $164.0K | 0.03% | +2,920+63.1% | Added |
| S.A. Mason LLC | 7,500 | $163.0K | 0.11% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,398 | $138.0K | 0.01% | +50+0.8% | Added |
| Ci Investments Inc. | 6,001 | $130.0K | 0.00% | −10.0% | Reduced |
| Vestcor Inc | 5,900 | $128.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,231 | $113.0K | 0.00% | +546+11.7% | Added |
| Harbor Investment Advisory, LLC | 5,170 | $112.0K | 0.02% | −50−1.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,501 | $98.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,498 | $97.0K | 0.00% | +1,295+40.4% | Added |
| American Portfolios Advisors | 4,443 | $96.3K | 0.00% | +9+0.2% | Added |
| Bedel Financial Consulting, Inc. | 4,252 | $92.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 4,139 | $90.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 3,816 | $82.0K | 0.00% | +14+0.4% | Added |
| Pflug Koory, LLC | 3,657 | $79.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 2,700 | $58.0K | 0.00% | −2,460−47.7% | Reduced |
| 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 |
| Tradition Wealth Management, LLC | 2,227 | $48.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,107 | $46.0K | 0.00% | +1,760+507.2% | Added |
| IFP Advisors, Inc | 2,014 | $44.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,799 | $39.0K | 0.03% | −4−0.2% | Reduced |
| Vectors Research Management, LLC | 1,652 | $36.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,615 | $35.0K | 0.01% | +8+0.5% | Added |
| Creative Financial Designs Inc | 1,569 | $34.0K | 0.01% | +6+0.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,471 | $32.0K | 0.00% | +1,004+215.0% | Added |
| Motco | 1,417 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,312 | $29.0K | 0.00% | −250−16.0% | Reduced |
| Sageworth Trust Co | 1,280 | $28.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,149 | $25.0K | 0.00% | −2,133−65.0% | Reduced |
| 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 |
| Spire Wealth Management | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 882 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 887 | $19.0K | 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 |
| Optimum Investment Advisors | 800 | $17.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 765 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ellis Investment Partners, LLC | 672 | $14.0K | 0.00% | +4+0.6% | Added |
| 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 |
| 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 |
| Princeton Global Asset Management LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |