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, Q4 2021
Institutional positions in Wendy's Co as of Dec 31, 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
- 364
- +16 vs. Q3 2021
- Shares held
- 151.4M
- −5.27M (−3.4%) vs. Q3 2021
- Total value
- $3.61B
- +$214.0M (+6.3%) vs. Q3 2021
- New holders
- 64
- 106 more added
- Sold out
- 48
- 118 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q3 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 |
| Eukles Asset Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 5 | $0 | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | +4 | New |
| Rise Advisors, LLC | 25 | $593 | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 26 | $620 | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 34 | $811 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 34 | $1.00K | 0.00% | −2,073−98.4% | Reduced |
| Earnest Partners LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 37 | $1.00K | 0.00% | −5−11.9% | Reduced |
| HighMark Wealth Management LLC | 47 | $1.00K | 0.00% | +1+2.2% | Added |
| IAG Wealth Partners, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $1.00K | 0.00% | +13+81.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $1.00K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 43 | $1.00K | 0.00% | +43 | New |
| Schubert & Co | 29 | $1.00K | 0.00% | +29 | New |
| Confluence Wealth Services, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Fieldpoint Private Securities, LLC | 75 | $2.00K | 0.00% | −280−78.9% | Reduced |
| Proequities, Inc. | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 86 | $2.00K | 0.00% | +1+1.2% | Added |
| First Horizon Advisors, Inc. | 107 | $2.00K | 0.00% | +1+0.9% | Added |
| Blue Bell Private Wealth Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Carolinas Wealth Consulting LLC | 106 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 144 | $3.00K | 0.00% | +144 | New |
| Bell Investment Advisors, Inc | 166 | $4.00K | 0.00% | −44−21.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 176 | $4.00K | 0.00% | +1+0.6% | Added |
| Clearstead Advisors, LLC | 155 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 159 | $4.00K | 0.01% | +159 | New |
| Quent Capital, LLC | 171 | $4.00K | 0.00% | +171 | New |
| Kelly Financial Services LLC | 200 | $4.77K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 218 | $5.00K | 0.00% | −164−42.9% | Reduced |
| Burleson & Company, LLC | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 192 | $5.00K | 0.00% | +192 | New |
| BerganKDV Wealth Management, LLC | 195 | $5.00K | 0.00% | +195 | New |
| Signaturefd, LLC | 243 | $6.00K | 0.00% | −261−51.8% | Reduced |
| Capital Advisors, Ltd. LLC | 251 | $6.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 236 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 251 | $6.00K | 0.00% | +251 | New |
| Sageworth Trust Co | 295 | $7.00K | 0.00% | −985−77.0% | Reduced |
| Cribstone Capital Management, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 330 | $7.87K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 332 | $8.00K | 0.00% | +93+38.9% | Added |
| NEXT Financial Group, Inc | 327 | $8.00K | 0.00% | +220+205.6% | Added |
| First Community Trust NA | 350 | $8.35K | 0.01% | +350 | New |
| First Command Bank | 382 | $9.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 407 | $10.0K | 0.00% | −8,117−95.2% | Reduced |
| Financial Management Professionals, Inc. | 425 | $10.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 425 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 414 | $10.0K | 0.00% | +332+404.9% | Added |
| FSB Premier Wealth Management, Inc. | 425 | $10.0K | 0.00% | +425 | New |
| Quadrant Capital Group LLC | 480 | $11.0K | 0.00% | −69−12.6% | Reduced |
| Brown Brothers Harriman & Co | 469 | $11.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 452 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 476 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 478 | $11.0K | 0.01% | +478 | New |
| Baystate Wealth Management LLC | 500 | $12.0K | 0.00% | +490+4,900.0% | Added |
| Jones Financial Companies LLLP | 544 | $13.0K | 0.00% | −55−9.2% | Reduced |
| Umb Bank N A | 565 | $13.0K | 0.00% | +565 | New |
| AlphaMark Advisors, LLC | 583 | $14.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 676 | $16.0K | 0.00% | +4+0.6% | Added |
| Harbour Investments, Inc. | 700 | $17.0K | 0.00% | −182−20.6% | Reduced |
| Geneos Wealth Management Inc. | 765 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 757 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 751 | $18.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $19.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 828 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 887 | $21.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 973 | $23.0K | 0.00% | −498−33.9% | Reduced |
| Princeton Global Asset Management LLC | 954 | $23.0K | 0.01% | +454+90.8% | Added |
| Sageworth Trust Co of South Dakota | 979 | $23.0K | 0.04% | +979 | New |
| Farmers & Merchants Investments Inc | 1,062 | $25.0K | 0.00% | −14−1.3% | Reduced |
| FourThought Financial, LLC | 1,100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,169 | $28.0K | 0.00% | +20+1.7% | Added |
| Ahrens Investment Partners LLC | 1,225 | $29.0K | 0.01% | +1,225 | New |
| Sandy Spring Bank | 1,312 | $31.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,415 | $34.0K | 0.02% | −998−41.4% | Reduced |
| Motco | 1,417 | $34.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,411 | $34.0K | 0.00% | +1,411 | New |
| Ancora Advisors, LLC | 1,470 | $35.0K | 0.00% | −214,152−99.3% | Reduced |
| Creative Financial Designs Inc | 1,575 | $38.0K | 0.01% | +6+0.4% | Added |
| Vectors Research Management, LLC | 1,652 | $39.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,624 | $39.0K | 0.01% | +9+0.6% | Added |
| Snowden Capital Advisors LLC | 1,700 | $40.0K | 0.00% | +1,700 | New |
| Covestor Ltd | 1,890 | $45.0K | 0.06% | +1,890 | New |
| First Quadrant L P | 2,000 | $48.0K | 0.01% | −400−16.7% | Reduced |
| IFP Advisors, Inc | 2,014 | $49.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,227 | $53.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 2,380 | $56.0K | 0.00% | −320−11.9% | Reduced |
| Russell Investments Group, Ltd. | 2,471 | $58.0K | 0.00% | −36,475−93.7% | Reduced |
| CoreCap Advisors, LLC | 2,466 | $59.0K | 0.00% | +2,466 | New |