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, Q2 2022
Institutional positions in Wendy's Co as of Jun 30, 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
- 341
- −9 vs. Q1 2022
- Shares held
- 151.5M
- +839.1K (+0.6%) vs. Q1 2022
- Total value
- $2.86B
- −$446.6M (−13.5%) vs. Q1 2022
- New holders
- 46
- 111 more added
- Sold out
- 55
- 104 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 5 | $0 | 0.00% | −1,304−99.6% | Reduced |
| Disciplined Investments, LLC | 23 | $0 | 0.00% | −9−28.1% | Reduced |
| First Manhattan Co | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 16 | $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 |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 34 | $642 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 39 | $736 | 0.00% | +9+30.0% | Added |
| Hoey Investments, Inc | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 75 | $1.00K | 0.00% | +48+177.8% | Added |
| Ellevest, Inc. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 30 | $1.00K | 0.00% | −10−25.0% | Reduced |
| HighMark Wealth Management LLC | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 102 | $1.00K | 0.00% | +96+1,600.0% | Added |
| Versant Capital Management, Inc | 31 | $1.00K | 0.00% | +15+93.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $1.00K | 0.00% | +42 | New |
| Ronald Blue Trust, Inc. | 53 | $1.00K | 0.00% | +53 | New |
| Steward Financial Group LLC | 79 | $1.00K | 0.00% | +79 | New |
| Proequities, Inc. | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 107 | $2.00K | 0.00% | +1+0.9% | Added |
| Schubert & Co | 82 | $2.00K | 0.00% | +46+127.8% | Added |
| Tradewinds Capital Management, LLC | 88 | $2.00K | 0.00% | +88 | New |
| Hexagon Capital Partners LLC | 98 | $2.00K | 0.00% | +98 | New |
| Better Money Decisions, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Bessemer Group Inc | 183 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 178 | $3.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 179 | $3.00K | 0.00% | +68+61.3% | Added |
| Crewe Advisors LLC | 152 | $3.00K | 0.00% | +152 | New |
| Bell Investment Advisors, Inc | 172 | $3.00K | 0.00% | +172 | New |
| Kelly Financial Services LLC | 200 | $3.78K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 218 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 218 | $4.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 212 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 236 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 235 | $4.00K | 0.00% | +16+7.3% | Added |
| Professional Financial Advisors, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 252 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 297 | $6.00K | 0.00% | −40−11.9% | Reduced |
| Cribstone Capital Management, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 330 | $6.23K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 350 | $7.00K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 415 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 423 | $8.00K | 0.00% | +91+27.4% | Added |
| Total Clarity Wealth Management, Inc. | 425 | $8.00K | 0.00% | +425 | New |
| Column Capital Advisors, LLC | 452 | $9.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 476 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 470 | $9.00K | 0.00% | +201+74.7% | Added |
| TD Ameritrade Investment Management, LLC | 495 | $9.00K | 0.00% | +265+115.2% | Added |
| Allworth Financial LP | 501 | $9.00K | 0.00% | +501 | New |
| Spire Wealth Management | 515 | $10.0K | 0.00% | −485−48.5% | Reduced |
| Quent Capital, LLC | 545 | $10.0K | 0.00% | −56−9.3% | Reduced |
| Umb Bank N A | 543 | $10.0K | 0.00% | −22−3.9% | Reduced |
| Baystate Wealth Management LLC | 506 | $10.0K | 0.00% | +4+0.8% | Added |
| AlphaMark Advisors, LLC | 583 | $11.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 649 | $12.0K | 0.00% | −251−27.9% | Reduced |
| Ellis Investment Partners, LLC | 684 | $12.0K | 0.00% | +4+0.6% | Added |
| Hudock, Inc. | 706 | $13.0K | 0.00% | +4+0.6% | Added |
| Quadrant Capital Group LLC | 689 | $13.0K | 0.00% | +232+50.8% | Added |
| Harbour Investments, Inc. | 700 | $13.0K | 0.00% | +700 | New |
| Jefferies Group LLC | 729 | $13.8K | 0.00% | +729 | New |
| Pittenger & Anderson Inc | 750 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 765 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 773 | $15.0K | 0.00% | −699−47.5% | Reduced |
| Optimum Investment Advisors | 800 | $15.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 857 | $16.0K | 0.00% | +499+139.4% | Added |
| Arrow Financial Corp | 850 | $16.0K | 0.00% | +850 | New |
| SeaCrest Wealth Management, LLC | 853 | $16.0K | 0.00% | +853 | New |
| Steward Partners Investment Advisory, LLC | 926 | $17.0K | 0.00% | −4,850−84.0% | Reduced |
| Lindbrook Capital, LLC | 913 | $17.0K | 0.00% | +26+2.9% | Added |
| FinTrust Capital Advisors, LLC | 828 | $17.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 979 | $18.0K | 0.00% | +3+0.3% | Added |
| Princeton Global Asset Management LLC | 954 | $18.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,062 | $20.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,225 | $23.0K | 0.01% | 00.0% | Unchanged |
| Motco | 1,417 | $27.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,500 | $28.0K | 0.02% | +1,500 | New |
| Creative Financial Designs Inc | 1,590 | $30.0K | 0.00% | +8+0.5% | Added |
| Coastal Capital Group, Inc. | 1,646 | $31.0K | 0.01% | +12+0.7% | Added |
| Prospera Financial Services Inc | 1,718 | $32.0K | 0.00% | −1,366−44.3% | Reduced |
| Bartlett & Co. LLC | 1,700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,700 | $32.1K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,731 | $33.0K | 0.00% | +434+33.5% | Added |
| CoreCap Advisors, LLC | 1,945 | $37.0K | 0.00% | +1,945 | New |
| Hazlett, Burt & Watson, Inc. | 2,125 | $40.0K | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,210 | $41.0K | 0.00% | +2,210 | New |
| Tradition Wealth Management, LLC | 2,227 | $42.0K | 0.01% | 00.0% | Unchanged |