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 |
|---|---|---|---|---|---|
| Diametric Capital, LP | 14,844 | $354.0K | 0.27% | −23,512−61.3% | Reduced |
| Truist Financial Corp | 14,752 | $351.0K | 0.00% | −1,938−11.6% | Reduced |
| HAP Trading, LLC | 14,732 | $351.0K | 0.02% | +2,643+21.9% | Added |
| Financial Advocates Investment Management | 14,609 | $348.0K | 0.02% | −1,086−6.9% | Reduced |
| Illinois Municipal Retirement Fund | 14,164 | $338.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 13,863 | $331.0K | 0.00% | −6,793−32.9% | Reduced |
| Becker Capital Management Inc | 13,765 | $328.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 13,617 | $325.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,166 | $314.0K | 0.00% | +417+3.3% | Added |
| Engineers Gate Manager LP | 13,103 | $313.0K | 0.01% | −105,393−88.9% | Reduced |
| First Republic Investment Management, Inc. | 12,863 | $307.0K | 0.00% | +475+3.8% | Added |
| Pendal Group Limited | 12,781 | $305.0K | 0.00% | +2,441+23.6% | Added |
| First Commonwealth Financial Corp | 12,500 | $298.0K | 0.10% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 12,392 | $296.0K | 0.10% | −1,658−11.8% | Reduced |
| D. E. Shaw & Co., Inc. | 12,421 | $296.0K | 0.00% | +12,421 | New |
| FMR LLC | 11,985 | $286.0K | 0.00% | −1,383,834−99.1% | Reduced |
| Pictet Asset Management SA | 11,889 | $284.0K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 11,900 | $284.0K | 0.02% | +2,300+24.0% | Added |
| Johnson Investment Counsel Inc | 11,788 | $281.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 11,621 | $277.0K | 0.12% | +11,621 | New |
| HB Wealth Management, LLC | 11,393 | $272.0K | 0.01% | +11,393 | New |
| Henshaw Capital LLC | 10,879 | $259.5K | 0.01% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 10,587 | $253.0K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10,295 | $246.0K | 0.03% | +65+0.6% | Added |
| Delta Capital Management LLC | 10,230 | $244.0K | 0.14% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,249 | $244.0K | 0.01% | +34+0.3% | Added |
| Pinnacle Associates Ltd | 10,140 | $242.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,081 | $240.0K | 0.02% | −62,040−86.0% | Reduced |
| Profund Advisors LLC | 10,059 | $240.0K | 0.01% | −811−7.5% | Reduced |
| Shelton Capital Management | 10,001 | $239.0K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 9,981 | $238.0K | 0.14% | −139−1.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,981 | $238.0K | 0.06% | 00.0% | Unchanged |
| 6 Meridian | 9,934 | $237.0K | 0.02% | +66+0.7% | Added |
| We Are One Seven, LLC | 9,935 | $237.0K | 0.02% | +9,935 | New |
| Nisa Investment Advisors, LLC | 9,927 | $229.0K | 0.00% | −11,911−54.5% | Reduced |
| Ci Investments Inc. | 9,535 | $227.0K | 0.00% | +3,534+58.9% | Added |
| CIBC Asset Management Inc | 9,526 | $227.0K | 0.00% | +9,526 | New |
| Carnegie Capital Asset Management, LLC | 9,198 | $219.0K | 0.01% | +9,198 | New |
| Two Sigma Securities, LLC | 9,078 | $217.0K | 0.04% | +9,078 | New |
| Evoke Wealth, LLC | 9,049 | $216.0K | 0.01% | +49+0.5% | Added |
| Forum Financial Management, LP | 8,991 | $214.0K | 0.01% | +8,991 | New |
| PDS Planning, Inc | 8,718 | $208.0K | 0.04% | +91+1.1% | Added |
| Wolverine Trading, LLC | 8,589 | $205.0K | 0.00% | +8,589 | New |
| Alps Advisors Inc | 8,482 | $202.0K | 0.00% | −1,746−17.1% | Reduced |
| S.A. Mason LLC | 7,500 | $179.0K | 0.11% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 6,436 | $153.0K | 0.02% | −1,110−14.7% | Reduced |
| TD Waterhouse Canada Inc. | 6,139 | $150.4K | 0.00% | +6,139 | New |
| Vestcor Inc | 5,900 | $141.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,375 | $128.0K | 0.00% | −416,731−98.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,176 | $123.0K | 0.00% | −55−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 5,170 | $123.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,162 | $122.0K | 0.00% | +664+14.8% | Added |
| Belpointe Asset Management LLC | 4,598 | $109.0K | 0.01% | −1,800−28.1% | Reduced |
| American Portfolios Advisors | 4,452 | $106.2K | 0.00% | +9+0.2% | Added |
| Bedel Financial Consulting, Inc. | 4,252 | $101.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 4,190 | $100.0K | 0.00% | +155+3.8% | Added |
| TSFG, LLC | 4,139 | $99.0K | 0.03% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 3,800 | $91.0K | 0.01% | +3,800 | New |
| Carroll Financial Associates, Inc. | 3,830 | $90.0K | 0.00% | +14+0.4% | Added |
| Pflug Koory, LLC | 3,657 | $87.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 3,384 | $81.0K | 0.00% | +3,384 | New |
| Spire Wealth Management | 3,100 | $74.0K | 0.00% | +2,100+210.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,174 | $72.0K | 0.05% | +3,174 | New |
| Canada Pension Plan Investment Board | 2,750 | $66.0K | 0.00% | +2,750 | New |
| CoreCap Advisors, LLC | 2,466 | $59.0K | 0.00% | +2,466 | New |
| Russell Investments Group, Ltd. | 2,471 | $58.0K | 0.00% | −36,475−93.7% | Reduced |
| Cutler Group LP | 2,380 | $56.0K | 0.00% | −320−11.9% | Reduced |
| Tradition Wealth Management, LLC | 2,227 | $53.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,014 | $49.0K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 2,000 | $48.0K | 0.01% | −400−16.7% | Reduced |
| Covestor Ltd | 1,890 | $45.0K | 0.06% | +1,890 | New |
| Snowden Capital Advisors LLC | 1,700 | $40.0K | 0.00% | +1,700 | New |
| 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 |
| Creative Financial Designs Inc | 1,575 | $38.0K | 0.01% | +6+0.4% | Added |
| Ancora Advisors, LLC | 1,470 | $35.0K | 0.00% | −214,152−99.3% | Reduced |
| 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 |
| Sandy Spring Bank | 1,312 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,225 | $29.0K | 0.01% | +1,225 | New |
| Fifth Third Bancorp | 1,169 | $28.0K | 0.00% | +20+1.7% | Added |
| FourThought Financial, LLC | 1,100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,062 | $25.0K | 0.00% | −14−1.3% | Reduced |
| 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 |
| Lindbrook Capital, LLC | 887 | $21.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 828 | $20.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $19.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 700 | $17.0K | 0.00% | −182−20.6% | Reduced |
| Ellis Investment Partners, LLC | 676 | $16.0K | 0.00% | +4+0.6% | Added |
| AlphaMark Advisors, LLC | 583 | $14.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $14.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 544 | $13.0K | 0.00% | −55−9.2% | Reduced |
| Umb Bank N A | 565 | $13.0K | 0.00% | +565 | New |