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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 476 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 415 | $9.00K | 0.00% | +415 | New |
| 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 |
| Atlas Capital Advisors LLC | 330 | $7.25K | 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 |
| 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 |
| 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 |
| Kelly Financial Services LLC | 200 | $4.39K | 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 |
| Clearstead Advisors, LLC | 155 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 34 | $747 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 30 | $659 | 0.00% | +4+15.4% | Added |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −1,200,000−100.0% | Sold out |
| JCP Investment Management, LLC | 0 | $0 | 0.00% | −575,969−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −497,258−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −464,920−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −344,098−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −283,432−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −263,600−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −189,329−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −131,581−100.0% | Sold out |
| Artha Asset Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −88,615−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −53,441−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −42,017−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −39,915−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −38,373−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −36,413−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −31,092−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −29,174−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −29,011−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −24,253−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −23,550−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,512−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,975−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −16,490−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −16,085−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −15,061−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,732−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,103−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −11,621−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,081−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −9,198−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −8,991−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,589−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −8,482−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,466−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −414−100.0% | Sold out |