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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.

Q4 2021 vs. Q3 2021

How the institutions holding Wendy's Co changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of WEN: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders3513364+16
Shares156.7M14.0K151.4M−5.27M (−3.4%)
Value$3.40B$304.0K$3.61B+$214.0M (+6.3%)

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Wendy's Co at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to WEN in Q4 2021
InstitutionSharesValue% of portfolio
Harris Associates L PSuperinvestorHarris Associates (Oakmark)5,224,936$124.6M0.19%
Allspring Global Investments Holdings, LLC947,191$22.6M0.03%
JCP Investment Management, LLC575,969$13.7M10.05%
Hudson Bay Capital Management LP473,726$11.3M0.12%
Nomura Holdings Inc464,920$11.1M0.06%
Balyasny Asset Management LLC283,432$6.76M0.03%
National Bank of Canada263,600$6.29M0.03%
Samlyn Capital, LLC189,329$4.52M0.07%
Brookfield Asset Management Inc.124,860$2.98M0.01%
Artha Asset Management LLC100,000$2.38M2.91%
Yousif Capital Management, LLC75,217$1.79M0.02%
Daiwa Securities Group Inc.57,425$1.37M0.01%
Qube Research & Technologies Ltd42,017$1.00M0.01%
VELA Investment Management, LLC41,621$993.0K0.67%
Joseph Group Capital Management40,636$969.0K0.93%
Kingsview Wealth Management, LLC38,373$915.0K0.04%
Oppenheimer & Co Inc37,072$884.0K0.02%
Teza Capital Management LLC36,558$872.0K0.23%
Econ Financial Services Corp36,413$868.0K0.66%
NCM Capital Management, LLC36,391$868.0K0.77%
Y-Intercept (Hong Kong) Ltd31,760$757.0K0.18%
Sciencast Management LP29,174$696.0K0.12%
Gamco Investors, Inc. Et Al23,550$562.0K0.00%
Industrial Alliance Investment Management Inc.16,490$393.0K0.01%
Clare Market Investments LLC16,085$383.6K0.11%
D. E. Shaw & Co., Inc.12,421$296.0K0.00%
Corton Capital Inc.11,621$277.0K0.12%
HB Wealth Management, LLC11,393$272.0K0.01%
We Are One Seven, LLC9,935$237.0K0.02%
CIBC Asset Management Inc9,526$227.0K0.00%
Carnegie Capital Asset Management, LLC9,198$219.0K0.01%
Two Sigma Securities, LLC9,078$217.0K0.04%
Forum Financial Management, LP8,991$214.0K0.01%
Wolverine Trading, LLC8,589$205.0K0.00%
TD Waterhouse Canada Inc.6,139$150.4K0.00%
Signet Financial Management, LLC3,800$91.0K0.01%
CWM, LLC3,384$81.0K0.00%
Comprehensive Financial Consultants Institutional, Inc.3,174$72.0K0.05%
Canada Pension Plan Investment Board2,750$66.0K0.00%
CoreCap Advisors, LLC2,466$59.0K0.00%
Covestor Ltd1,890$45.0K0.06%
Snowden Capital Advisors LLC1,700$40.0K0.00%
Northwestern Mutual Wealth Management Co1,411$34.0K0.00%
Ahrens Investment Partners LLC1,225$29.0K0.01%
Sageworth Trust Co of South Dakota979$23.0K0.04%
Umb Bank N A565$13.0K0.00%
Investment Research & Advisory Group, Inc.478$11.0K0.01%
FSB Premier Wealth Management, Inc.425$10.0K0.00%
First Community Trust NA350$8.35K0.01%
EverSource Wealth Advisors, LLC251$6.00K0.00%
Bessemer Group Inc192$5.00K0.00%
BerganKDV Wealth Management, LLC195$5.00K0.00%
Castle Financial & Retirement Planning Associates, Inc.159$4.00K0.01%
Quent Capital, LLC171$4.00K0.00%
Lloyd Advisory Services, LLC.144$3.00K0.00%
Blue Bell Private Wealth Management, LLC100$2.00K0.00%
Thomas J. Herzfeld Advisors, Inc.42$1.00K0.00%
JFS Wealth Advisors, LLC43$1.00K0.00%
Schubert & Co29$1.00K0.00%
Confluence Wealth Services, Inc.50$1.00K0.00%
Sutton Wealth Advisors Inc.26$6200.00%
Rise Advisors, LLC25$5930.00%
TAP Consulting, LLC5$00.00%
Tyler-Stone Wealth Management4$00.00%

Sold out (48)

Institutions that held Wendy's Co at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of WEN in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Arrowstreet Capital, Limited Partnership3,675,826$79.7M
Assenagon Asset Management S.A.2,045,005$44.3M
Renaissance Technologies LLC599,582$13.0M
Fuller & Thaler Asset Management, Inc.559,301$12.1M
Maplelane Capital, LLC500,000$10.8M
Twin Tree Management, LP382,166$8.29M
Candlestick Capital Management LP366,216$7.94M
CastleArk Alternatives, LLC286,565$6.21M
Allianz Asset Management GmbH253,445$5.50M
Cinctive Capital Management LP239,799$5.20M
Dorsal Capital Management, LLC188,512$4.09M
Twinbeech Capital LP145,141$3.15M
ExodusPoint Capital Management, LP107,836$2.34M
APG Asset Management N.V.102,800$1.92M
Franklin Street Capital Partners, LLC80,734$1.75M
Atom Investors LP79,560$1.73M
Pearl River Capital, LLC72,392$1.57M
King Street Capital Management, L.P.62,400$1.35M
Aptus Capital Advisors, LLC56,665$1.23M
Spouting Rock Asset Management, LLC54,844$1.19M
McDonald Partners LLC46,329$1.00M
Paloma Partners Management Co41,099$891.0K
Jacobs Levy Equity Management, Inc38,101$826.0K
PEAK6 Investments LLC31,272$678.0K
Wright Investors Service Inc30,616$664.0K
Quantitative Investment Management, LLC21,025$455.0K
Sumitomo Mitsui Trust Holdings, Inc.18,172$394.0K
Boothbay Fund Management, LLC16,280$353.0K
Alphasimplex Group, LLC14,540$315.0K
Echo Street Capital Management LLC14,250$309.0K
United Capital Financial Advisers, LLC13,995$303.0K
Sheaff Brock Investment Advisors, LLC12,000$260.0K
Private Advisor Group, LLC11,508$250.0K
Healthcare of Ontario Pension Plan Trust Fund11,028$239.0K
Fox Run Management, L.L.C.10,366$225.0K
Lombard Odier Asset Management (USA) Corp10,009$217.0K
qPULA Trading Management LP9,965$216.0K
Plante Moran Financial Advisors, LLC4,501$98.0K
State of Wyoming1,799$39.0K
Capital Analysts, LLC836$18.0K
Kowal Investment Group, LLC546$12.0K
Meeder Asset Management Inc484$10.0K
O'Shaughnessy Asset Management, LLC278$6.00K
Peoples Financial Services Corp.212$5.00K
Bogart Wealth, LLC200$4.00K
Global Retirement Partners, LLC201$4.00K
Meridian Wealth Partners, LLC25$1.00K
TD Private Client Wealth LLC24$520

Not filed for Q4 2021 yet (3)

Institutions that held Wendy's Co at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEN in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Homrich & Berg13,792$299.0K
Berman Capital Advisors, LLC157$3.00K
Heritage Wealth Management, LLC74$2.00K