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 |
|---|---|---|---|---|---|
| qPULA Trading Management LP | 0 | $0 | 0.00% | −9,965−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −4,501−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Peoples Financial Services Corp. | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Homrich & Berg | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |