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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2021: 351 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 heldQ3 2021: $3.40B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q2 2021.

Institutions holding WEN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC504$11.0K0.00%+203+67.4%Added
Meeder Asset Management Inc484$10.0K0.00%−9−1.8%Reduced
Brown Brothers Harriman & Co469$10.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC452$10.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC476$10.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.425$9.00K0.00%00.0%Unchanged
First Command Bank382$9.00K0.00%+164+75.2%Added
First Command Financial Services, Inc.382$9.00K0.00%+164+75.2%Added
Total Clarity Wealth Management, Inc.425$9.00K0.00%+425New
Fieldpoint Private Securities, LLC355$8.00K0.00%00.0%Unchanged
PSI Advisors, LLC350$8.00K0.00%+350New
Atlas Capital Advisors LLC330$7.15K0.00%00.0%Unchanged
Cribstone Capital Management, LLC300$7.00K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC278$6.00K0.00%−43−13.4%Reduced
Parallel Advisors, LLC239$5.00K0.00%−76−24.1%Reduced
Capital Advisors, Ltd. LLC251$5.00K0.00%00.0%Unchanged
Red Cedar Capital, LLC250$5.00K0.00%00.0%Unchanged
Peoples Financial Services Corp.212$5.00K0.00%00.0%Unchanged
Burleson & Company, LLC212$5.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC236$5.00K0.00%+236New
Bell Investment Advisors, Inc210$5.00K0.00%+210New
Kelly Financial Services LLC200$4.34K0.00%−4,484−95.7%Reduced
Bogart Wealth, LLC200$4.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC201$4.00K0.00%+1+0.5%Added
Professional Financial Advisors, LLC200$4.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC175$4.00K0.00%+1+0.6%Added
Clearstead Advisors, LLC155$3.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC157$3.00K0.00%+38+31.9%Added
Proequities, Inc.91$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC106$2.00K0.00%+1+1.0%Added
First Horizon Advisors, Inc.106$2.00K0.00%+100+1,666.7%Added
Benjamin Edwards Inc82$2.00K0.00%+82New
Focused Wealth Management, Inc85$2.00K0.00%+85New
NEXT Financial Group, Inc107$2.00K0.00%+107New
Heritage Wealth Management, LLC74$2.00K0.00%+74New
Assetmark, Inc24$1.00K0.00%−41,408−99.9%Reduced
Earnest Partners LLC45$1.00K0.00%00.0%Unchanged
Glassman Wealth Services42$1.00K0.00%−1−2.3%Reduced
HighMark Wealth Management LLC46$1.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC27$1.00K0.00%00.0%Unchanged
Edge Wealth Management LLC41$1.00K0.00%+41New
Meridian Wealth Partners, LLC25$1.00K0.00%+25New
Raffa Wealth Management, LLC34$7370.00%00.0%Unchanged
TD Private Client Wealth LLC24$5200.00%00.0%Unchanged
First Manhattan Co29$00.00%00.0%Unchanged
Parkside Financial Bank & Trust6$00.00%00.0%Unchanged
Baystate Wealth Management LLC10$00.00%00.0%Unchanged
Eukles Asset Management6$00.00%00.0%Unchanged
Larson Financial Group LLC7$00.00%00.0%Unchanged
Versant Capital Management, Inc16$00.00%00.0%Unchanged
Laurel Wealth Advisors LLC15$00.00%00.0%Unchanged
D. E. Shaw & Co., Inc.0$00.00%−902,508−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−705,174−100.0%Sold out
Wealth Advisory Solutions, LLC0$00.00%−180,315−100.0%Sold out
HRT Financial LP0$00.00%−113,677−100.0%Sold out
Livingston Group Asset Management CO (operating as Southport Capital Management)0$00.00%−91,440−100.0%Sold out
Quadrature Capital Ltd0$00.00%−79,416−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−56,089−100.0%Sold out
Seven Eight Capital, LP0$00.00%−54,743−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−54,400−100.0%Sold out
Kiwi Wealth Investments Limited Partnership0$00.00%−51,699−100.0%Sold out
FORA Capital, LLC0$00.00%−51,160−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−38,354−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−32,132−100.0%Sold out
Teza Capital Management LLC0$00.00%−31,033−100.0%Sold out
Tuttle Tactical Management0$00.00%−26,385−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−23,328−100.0%Sold out
Caption Management, LLC0$00.00%−23,000−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−18,761−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−13,559−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−12,356−100.0%Sold out
Bridgewater Associates, LP0$00.00%−12,000−100.0%Sold out
Mariner, LLC0$00.00%−10,392−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−10,225−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−9,466−100.0%Sold out
Carnegie Capital Asset Management, LLC0$00.00%−9,197−100.0%Sold out
World Asset Management Inc0$00.00%−8,903−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−8,686−100.0%Sold out
Neo Ivy Capital Management0$00.00%−7,862−100.0%Sold out
Beck Bode, LLC0$00.00%−3,163−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2,886−100.0%Sold out
Acadian Asset Management LLC0$00.00%−2,694−100.0%Sold out
Credit Agricole S A0$00.00%−1,000−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−502−100.0%Sold out
Walleye Trading LLC0$00.00%−404−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−196−100.0%Sold out
Valley National Advisers Inc0$00.00%−146−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−78−100.0%Sold out
Eubel Brady & Suttman Asset Management Inc0$00.00%−4−100.0%Sold out
Brendel Financial Advisors LLC0$00.00%−5−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−10,000−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
ARS Wealth Advisors, LLC––––Not filed
CWM, LLC––––Not filed
FormulaFolio Investments, LLC––––Not filed