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, Q1 2022
Institutional positions in Wendy's Co as of Mar 31, 2022. 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
- 356
- −2 vs. Q4 2021
- Shares held
- 151.5M
- +132.5K (+0.1%) vs. Q4 2021
- Total value
- $3.33B
- −$282.2M (−7.8%) vs. Q4 2021
- New holders
- 54
- 113 more added
- Sold out
- 56
- 108 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 6 | $0 | 0.00% | −101−94.4% | Reduced |
| Versant Capital Management, Inc | 16 | $0 | 0.00% | −13−44.8% | Reduced |
| 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 |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 16 | $0 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 30 | $659 | 0.00% | +4+15.4% | Added |
| Raffa Wealth Management, LLC | 34 | $747 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 40 | $1.00K | 0.00% | −35−46.7% | Reduced |
| Earnest Partners LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 27 | $1.00K | 0.00% | −10−27.0% | Reduced |
| Ellevest, Inc. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 36 | $1.00K | 0.00% | +7+24.1% | Added |
| Massmutual Trust Co FSB | 33 | $1.00K | 0.00% | +33 | New |
| Disciplined Investments, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Cordant, Inc. | 63 | $1.00K | 0.00% | +63 | New |
| TCWP LLC | 82 | $1.00K | 0.00% | +82 | New |
| Carolinas Wealth Consulting LLC | 106 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $2.00K | 0.00% | +68+158.1% | Added |
| Hoey Investments, Inc | 75 | $2.00K | 0.00% | +75 | New |
| Clearstead Advisors, LLC | 155 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 178 | $4.00K | 0.01% | −801−81.8% | Reduced |
| Bessemer Group Inc | 183 | $4.00K | 0.00% | −9−4.7% | Reduced |
| Professional Financial Advisors, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $4.00K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 219 | $4.00K | 0.00% | +219 | New |
| Kelly Financial Services LLC | 200 | $4.39K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 218 | $5.00K | 0.00% | −164−42.9% | Reduced |
| Red Cedar Capital, LLC | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 236 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 218 | $5.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 230 | $5.00K | 0.00% | +230 | New |
| Jones Financial Companies LLLP | 252 | $6.00K | 0.00% | −292−53.7% | Reduced |
| Signaturefd, LLC | 269 | $6.00K | 0.00% | +26+10.7% | Added |
| Capital Advisors, Ltd. LLC | 251 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 332 | $7.00K | 0.00% | +332 | New |
| Atlas Capital Advisors LLC | 330 | $7.25K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 350 | $8.00K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 337 | $8.00K | 0.00% | +5+1.5% | Added |
| PSI Advisors, LLC | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 358 | $8.00K | 0.00% | +358 | New |
| Financial Management Professionals, Inc. | 425 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 415 | $9.00K | 0.00% | +415 | New |
| Column Capital Advisors, LLC | 452 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 457 | $10.0K | 0.00% | −23−4.8% | Reduced |
| McIlrath & Eck, LLC | 476 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 502 | $11.0K | 0.00% | +2+0.4% | Added |
| Investment Research & Advisory Group, Inc. | 478 | $11.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 529 | $11.6K | 0.00% | +529 | New |
| First National Bank of South Miami | 535 | $12.0K | 0.01% | −880−62.2% | Reduced |
| Umb Bank N A | 565 | $12.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 555 | $12.0K | 0.01% | +555 | New |
| AlphaMark Advisors, LLC | 583 | $13.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 601 | $13.0K | 0.00% | +430+251.5% | Added |
| Ellis Investment Partners, LLC | 680 | $14.0K | 0.00% | +4+0.6% | Added |
| Hudock, Inc. | 702 | $15.0K | 0.00% | −55−7.3% | Reduced |
| Pittenger & Anderson Inc | 750 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 751 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 765 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 769 | $17.0K | 0.00% | −543−41.4% | Reduced |
| FinTrust Capital Advisors, LLC | 828 | $18.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 887 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 900 | $20.0K | 0.00% | −752−45.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 976 | $21.0K | 0.00% | +3+0.3% | Added |
| Princeton Global Asset Management LLC | 954 | $21.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $22.0K | 0.00% | +1,000 | New |
| Spire Wealth Management | 1,000 | $22.0K | 0.00% | −2,100−67.7% | Reduced |
| Credit Agricole S A | 1,000 | $22.0K | 0.00% | +1,000 | New |
| Farmers & Merchants Investments Inc | 1,062 | $23.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,170 | $26.0K | 0.00% | −300−20.4% | Reduced |
| Ahrens Investment Partners LLC | 1,225 | $27.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,297 | $28.0K | 0.00% | +1,297 | New |
| Money Concepts Capital Corp | 1,309 | $29.0K | 0.00% | +1,309 | New |
| Northwestern Mutual Wealth Management Co | 1,411 | $31.0K | 0.00% | 00.0% | Unchanged |
| Motco | 1,417 | $31.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,472 | $32.0K | 0.00% | +303+25.9% | Added |
| Creative Financial Designs Inc | 1,582 | $35.0K | 0.01% | +7+0.4% | Added |
| Coastal Capital Group, Inc. | 1,634 | $36.0K | 0.01% | +10+0.6% | Added |
| Bartlett & Co. LLC | 1,700 | $37.0K | 0.00% | +1,700 | New |
| Bartlett & Co. Wealth Management LLC | 1,700 | $37.3K | 0.00% | +1,700 | New |
| Hazlett, Burt & Watson, Inc. | 2,125 | $47.0K | 0.04% | +2,125 | New |
| Tradition Wealth Management, LLC | 2,227 | $49.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,084 | $68.0K | 0.00% | +3,084 | New |
| CWM, LLC | 3,448 | $76.0K | 0.00% | +64+1.9% | Added |
| Covestor Ltd | 3,498 | $77.0K | 0.05% | +1,608+85.1% | Added |