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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, 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.

Institutional holdersQ4 2021: 364 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 heldQ4 2021: $3.61B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q3 2021.

Institutions holding WEN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC500$12.0K0.00%+490+4,900.0%Added
Quadrant Capital Group LLC480$11.0K0.00%−69−12.6%Reduced
Brown Brothers Harriman & Co469$11.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC452$11.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC476$11.0K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.478$11.0K0.01%+478New
Point72 Hong Kong Ltd407$10.0K0.00%−8,117−95.2%Reduced
Financial Management Professionals, Inc.425$10.0K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.425$10.0K0.00%00.0%Unchanged
Benjamin Edwards Inc414$10.0K0.00%+332+404.9%Added
FSB Premier Wealth Management, Inc.425$10.0K0.00%+425New
First Command Bank382$9.00K0.00%00.0%Unchanged
First Community Trust NA350$8.35K0.01%+350New
PSI Advisors, LLC350$8.00K0.00%00.0%Unchanged
Parallel Advisors, LLC332$8.00K0.00%+93+38.9%Added
NEXT Financial Group, Inc327$8.00K0.00%+220+205.6%Added
Atlas Capital Advisors LLC330$7.87K0.00%00.0%Unchanged
Sageworth Trust Co295$7.00K0.00%−985−77.0%Reduced
Cribstone Capital Management, LLC300$7.00K0.00%00.0%Unchanged
Signaturefd, LLC243$6.00K0.00%−261−51.8%Reduced
Capital Advisors, Ltd. LLC251$6.00K0.00%00.0%Unchanged
Red Cedar Capital, LLC250$6.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC236$6.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC251$6.00K0.00%+251New
First Command Financial Services, Inc.218$5.00K0.00%−164−42.9%Reduced
Burleson & Company, LLC212$5.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC200$5.00K0.00%00.0%Unchanged
Bessemer Group Inc192$5.00K0.00%+192New
BerganKDV Wealth Management, LLC195$5.00K0.00%+195New
Kelly Financial Services LLC200$4.77K0.00%00.0%Unchanged
Bell Investment Advisors, Inc166$4.00K0.00%−44−21.0%Reduced
Patriot Financial Group Insurance Agency, LLC176$4.00K0.00%+1+0.6%Added
Clearstead Advisors, LLC155$4.00K0.00%00.0%Unchanged
Castle Financial & Retirement Planning Associates, Inc.159$4.00K0.01%+159New
Quent Capital, LLC171$4.00K0.00%+171New
Carolinas Wealth Consulting LLC106$3.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.144$3.00K0.00%+144New
Fieldpoint Private Securities, LLC75$2.00K0.00%−280−78.9%Reduced
Proequities, Inc.91$2.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc86$2.00K0.00%+1+1.2%Added
First Horizon Advisors, Inc.107$2.00K0.00%+1+0.9%Added
Blue Bell Private Wealth Management, LLC100$2.00K0.00%+100New
Ellevest, Inc.34$1.00K0.00%−2,073−98.4%Reduced
Earnest Partners LLC45$1.00K0.00%00.0%Unchanged
Assetmark, Inc24$1.00K0.00%00.0%Unchanged
Edge Wealth Management LLC41$1.00K0.00%00.0%Unchanged
Glassman Wealth Services37$1.00K0.00%−5−11.9%Reduced
HighMark Wealth Management LLC47$1.00K0.00%+1+2.2%Added
IAG Wealth Partners, LLC27$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc29$1.00K0.00%+13+81.3%Added
Thomas J. Herzfeld Advisors, Inc.42$1.00K0.00%+42New
JFS Wealth Advisors, LLC43$1.00K0.00%+43New
Schubert & Co29$1.00K0.00%+29New
Confluence Wealth Services, Inc.50$1.00K0.00%+50New
Raffa Wealth Management, LLC34$8110.00%00.0%Unchanged
Sutton Wealth Advisors Inc.26$6200.00%+26New
Rise Advisors, LLC25$5930.00%+25New
First Manhattan Co29$00.00%00.0%Unchanged
Parkside Financial Bank & Trust6$00.00%00.0%Unchanged
Eukles Asset Management6$00.00%00.0%Unchanged
Larson Financial Group LLC7$00.00%00.0%Unchanged
Laurel Wealth Advisors LLC15$00.00%00.0%Unchanged
TAP Consulting, LLC5$00.00%+5New
Tyler-Stone Wealth Management4$00.00%+4New
Arrowstreet Capital, Limited Partnership0$00.00%−3,675,826−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−2,045,005−100.0%Sold out
Renaissance Technologies LLC0$00.00%−599,582−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−559,301−100.0%Sold out
Maplelane Capital, LLC0$00.00%−500,000−100.0%Sold out
Twin Tree Management, LP0$00.00%−382,166−100.0%Sold out
Candlestick Capital Management LP0$00.00%−366,216−100.0%Sold out
CastleArk Alternatives, LLC0$00.00%−286,565−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−253,445−100.0%Sold out
Cinctive Capital Management LP0$00.00%−239,799−100.0%Sold out
Dorsal Capital Management, LLC0$00.00%−188,512−100.0%Sold out
Twinbeech Capital LP0$00.00%−145,141−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−107,836−100.0%Sold out
APG Asset Management N.V.0$00.00%−102,800−100.0%Sold out
Franklin Street Capital Partners, LLC0$00.00%−80,734−100.0%Sold out
Atom Investors LP0$00.00%−79,560−100.0%Sold out
Pearl River Capital, LLC0$00.00%−72,392−100.0%Sold out
King Street Capital Management, L.P.0$00.00%−62,400−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−56,665−100.0%Sold out
Spouting Rock Asset Management, LLC0$00.00%−54,844−100.0%Sold out
McDonald Partners LLC0$00.00%−46,329−100.0%Sold out
Paloma Partners Management Co0$00.00%−41,099−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−38,101−100.0%Sold out
PEAK6 Investments LLC0$00.00%−31,272−100.0%Sold out
Wright Investors Service Inc0$00.00%−30,616−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−21,025−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−18,172−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−16,280−100.0%Sold out
Alphasimplex Group, LLC0$00.00%−14,540−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−14,250−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−13,995−100.0%Sold out
Sheaff Brock Investment Advisors, LLC0$00.00%−12,000−100.0%Sold out
Private Advisor Group, LLC0$00.00%−11,508−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−11,028−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−10,366−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−10,009−100.0%Sold out