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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 13,565 | $298.0K | 0.00% | −298−2.1% | Reduced |
| State of Wisconsin Investment Board | 13,356 | $293.0K | 0.00% | −8,318−38.4% | Reduced |
| Cetera Investment Advisers | 12,898 | $283.0K | 0.00% | −268−2.0% | Reduced |
| Mariner, LLC | 12,603 | $277.0K | 0.00% | +12,603 | New |
| Edgestream Partners, L.P. | 12,623 | $277.0K | 0.02% | +12,623 | New |
| Echo Street Capital Management LLC | 12,542 | $276.0K | 0.00% | +12,542 | New |
| First Commonwealth Financial Corp | 12,500 | $275.0K | 0.09% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,198 | $268.0K | 0.01% | −7,309−37.5% | Reduced |
| Bridgewater Associates, LP | 12,110 | $266.0K | 0.00% | +12,110 | New |
| Pictet Asset Management SA | 11,889 | $261.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 11,814 | $260.0K | 0.00% | −3,056−20.6% | Reduced |
| Johnson Investment Counsel Inc | 11,788 | $259.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 11,466 | $252.0K | 0.00% | −4,242−27.0% | Reduced |
| Pendal Group Limited | 11,426 | $251.0K | 0.00% | −1,355−10.6% | Reduced |
| Capital Investment Advisors, LLC | 11,408 | $251.0K | 0.01% | +1,159+11.3% | Added |
| HB Wealth Management, LLC | 11,400 | $250.0K | 0.00% | +7+0.1% | Added |
| Financial Advocates Investment Management | 11,153 | $245.0K | 0.02% | −3,456−23.7% | Reduced |
| We Are One Seven, LLC | 10,935 | $240.0K | 0.03% | +1,000+10.1% | Added |
| Henshaw Capital LLC | 10,879 | $239.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 10,744 | $236.0K | 0.00% | +5,369+99.9% | Added |
| CWM Advisors, LLC | 10,680 | $235.0K | 0.03% | +385+3.7% | Added |
| Profund Advisors LLC | 10,692 | $235.0K | 0.01% | +633+6.3% | Added |
| ARS Wealth Advisors Group, LLC | 10,586 | $233.0K | 0.04% | −10.0% | Reduced |
| First National Trust Co | 10,625 | $233.0K | 0.01% | +10,625 | New |
| Chesapeake Wealth Management | 10,551 | $232.0K | 0.08% | −1,841−14.9% | Reduced |
| TD Waterhouse Canada Inc. | 10,215 | $225.0K | 0.00% | +4,076+66.4% | Added |
| Tokio Marine Asset Management Co Ltd | 10,200 | $224.0K | 0.02% | −1,700−14.3% | Reduced |
| Pinnacle Associates Ltd | 10,140 | $223.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 10,041 | $221.0K | 0.00% | +10,041 | New |
| Delta Capital Management LLC | 10,020 | $220.0K | 0.15% | −210−2.1% | Reduced |
| Shelton Capital Management | 10,001 | $220.0K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 9,981 | $219.0K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,781 | $215.0K | 0.06% | −200−2.0% | Reduced |
| Cetera Advisor Networks LLC | 9,795 | $215.0K | 0.00% | +9,795 | New |
| Janney Montgomery Scott LLC | 9,719 | $214.0K | 0.00% | −216,386−95.7% | Reduced |
| Two Sigma Securities, LLC | 9,734 | $214.0K | 0.03% | +656+7.2% | Added |
| CIBC Asset Management Inc | 9,526 | $209.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 9,531 | $209.0K | 0.00% | +9,531 | New |
| Edmond de Rothschild Holding S.A. | 9,370 | $206.0K | 0.00% | +9,370 | New |
| MAI Capital Management | 9,295 | $204.0K | 0.00% | +9,295 | New |
| Y-Intercept (Hong Kong) Ltd | 9,202 | $202.0K | 0.05% | −22,558−71.0% | Reduced |
| Hightower 6M Holding, LLC | 9,149 | $201.0K | 0.02% | +9,149 | New |
| Evoke Wealth, LLC | 9,029 | $198.0K | 0.01% | −20−0.2% | Reduced |
| Cutler Group LP | 8,822 | $193.0K | 0.02% | +6,442+270.7% | Added |
| PDS Planning, Inc | 8,718 | $192.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 7,994 | $176.0K | 0.00% | −1,541−16.2% | Reduced |
| S.A. Mason LLC | 7,500 | $165.0K | 0.10% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 6,436 | $141.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,447 | $137.0K | 0.00% | +6,433+319.4% | Added |
| Steward Partners Investment Advisory, LLC | 5,776 | $127.0K | 0.00% | +600+11.6% | Added |
| Harbor Investment Advisory, LLC | 5,170 | $114.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,810 | $105.0K | 0.00% | −352−6.8% | Reduced |
| American Portfolios Advisors | 4,462 | $98.0K | 0.00% | +10+0.2% | Added |
| Bedel Financial Consulting, Inc. | 4,252 | $93.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 4,139 | $91.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,657 | $80.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 3,498 | $77.0K | 0.05% | +1,608+85.1% | Added |
| CWM, LLC | 3,448 | $76.0K | 0.00% | +64+1.9% | Added |
| Prospera Financial Services Inc | 3,084 | $68.0K | 0.00% | +3,084 | New |
| Tradition Wealth Management, LLC | 2,227 | $49.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,125 | $47.0K | 0.04% | +2,125 | New |
| Bartlett & Co. Wealth Management LLC | 1,700 | $37.3K | 0.00% | +1,700 | New |
| Bartlett & Co. LLC | 1,700 | $37.0K | 0.00% | +1,700 | New |
| Coastal Capital Group, Inc. | 1,634 | $36.0K | 0.01% | +10+0.6% | Added |
| Creative Financial Designs Inc | 1,582 | $35.0K | 0.01% | +7+0.4% | Added |
| Fifth Third Bancorp | 1,472 | $32.0K | 0.00% | +303+25.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,411 | $31.0K | 0.00% | 00.0% | Unchanged |
| Motco | 1,417 | $31.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,309 | $29.0K | 0.00% | +1,309 | New |
| Van Eck Associates Corp | 1,297 | $28.0K | 0.00% | +1,297 | New |
| Ahrens Investment Partners LLC | 1,225 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,170 | $26.0K | 0.00% | −300−20.4% | Reduced |
| FourThought Financial, LLC | 1,100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,062 | $23.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Nomura Asset Management Co Ltd | 1,000 | $22.0K | 0.00% | +1,000 | New |
| 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 |
| Vectors Research Management, LLC | 900 | $20.0K | 0.00% | −752−45.5% | Reduced |
| Lindbrook Capital, LLC | 887 | $19.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 828 | $18.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 769 | $17.0K | 0.00% | −543−41.4% | 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 |
| Hudock, Inc. | 702 | $15.0K | 0.00% | −55−7.3% | Reduced |
| Ellis Investment Partners, LLC | 680 | $14.0K | 0.00% | +4+0.6% | Added |
| 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 |
| 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 |
| Leonteq Securities AG | 529 | $11.6K | 0.00% | +529 | New |
| 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 |
| 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 |