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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 2,247 | $42.0K | 0.00% | +836+59.2% | Added |
| Leonteq Securities AG | 2,235 | $42.2K | 0.00% | +1,706+322.5% | Added |
| Covestor Ltd | 2,508 | $47.0K | 0.04% | −990−28.3% | Reduced |
| Cutler Group LP | 3,444 | $65.0K | 0.01% | −5,378−61.0% | Reduced |
| Lazard Asset Management LLC | 3,703 | $69.0K | 0.00% | −14,905−80.1% | Reduced |
| Pflug Koory, LLC | 3,657 | $69.0K | 0.04% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,696 | $70.0K | 0.02% | −2,740−42.6% | Reduced |
| CWM, LLC | 3,818 | $72.0K | 0.00% | +370+10.7% | Added |
| American Portfolios Advisors | 3,952 | $74.6K | 0.00% | −510−11.4% | Reduced |
| Neo Ivy Capital Management | 4,091 | $77.0K | 0.21% | +4,091 | New |
| TSFG, LLC | 4,139 | $78.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,702 | $88.8K | 0.01% | +4,702 | New |
| Rockefeller Capital Management L.P. | 4,806 | $90.0K | 0.00% | −4−0.1% | Reduced |
| Harbor Investment Advisory, LLC | 5,170 | $98.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,232 | $99.0K | 0.00% | −44,288−89.4% | Reduced |
| Ci Investments Inc. | 5,279 | $100.0K | 0.00% | −2,715−34.0% | Reduced |
| IFP Advisors, Inc | 6,433 | $104.0K | 0.00% | −2,014−23.8% | Reduced |
| S.A. Mason LLC | 7,500 | $142.0K | 0.10% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 9,043 | $171.0K | 0.01% | +14+0.2% | Added |
| PDS Planning, Inc | 9,120 | $172.0K | 0.03% | +402+4.6% | Added |
| Edmond de Rothschild Holding S.A. | 9,370 | $177.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 10,001 | $189.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,140 | $191.0K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,200 | $193.0K | 0.02% | 00.0% | Unchanged |
| Pendal Group Limited | 10,521 | $199.0K | 0.00% | −905−7.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 10,586 | $200.0K | 0.03% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 10,553 | $200.0K | 0.12% | +572+5.7% | Added |
| First National Trust Co | 10,625 | $201.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 10,707 | $202.0K | 0.02% | −446−4.0% | Reduced |
| Henshaw Capital LLC | 10,879 | $205.4K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,031 | $207.0K | 0.00% | +1,312+13.5% | Added |
| Centiva Capital, LP | 10,993 | $208.0K | 0.01% | +10,993 | New |
| AXA S.A. | 11,200 | $211.5K | 0.00% | −31,000−73.5% | Reduced |
| CWM Advisors, LLC | 11,248 | $212.0K | 0.03% | +568+5.3% | Added |
| XTX Topco Ltd | 11,254 | $212.0K | 0.09% | +11,254 | New |
| Secure Asset Management, LLC | 11,297 | $213.0K | 0.12% | +11,297 | New |
| Tower Research Capital LLC (TRC) | 11,412 | $215.0K | 0.00% | −19,256−62.8% | Reduced |
| Capital Investment Advisors, LLC | 11,482 | $217.0K | 0.01% | +74+0.6% | Added |
| HB Wealth Management, LLC | 11,500 | $217.0K | 0.00% | +100+0.9% | Added |
| Cetera Advisor Networks LLC | 11,672 | $220.0K | 0.00% | +1,877+19.2% | Added |
| Johnson Investment Counsel Inc | 11,788 | $223.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,868 | $224.0K | 0.00% | −20,074−62.8% | Reduced |
| Pictet Asset Management SA | 11,889 | $224.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,061 | $228.0K | 0.00% | +247+2.1% | Added |
| Cetera Investment Advisers | 12,195 | $230.0K | 0.00% | −703−5.5% | Reduced |
| TD Waterhouse Canada Inc. | 11,983 | $235.5K | 0.00% | +1,768+17.3% | Added |
| Prudential Financial Inc | 12,892 | $243.0K | 0.00% | −33,990−72.5% | Reduced |
| Stephens Inc | 13,065 | $247.0K | 0.00% | −20,348−60.9% | Reduced |
| Mariner, LLC | 13,158 | $248.0K | 0.00% | +555+4.4% | Added |
| Maryland State Retirement & Pension System | 13,617 | $257.0K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 13,765 | $260.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 14,199 | $268.0K | 0.00% | +14,199 | New |
| Bridgewater Associates, LP | 14,353 | $271.0K | 0.00% | +2,243+18.5% | Added |
| HAP Trading, LLC | 14,792 | $279.0K | 0.03% | +14,792 | New |
| Wolverine Trading, LLC | 14,939 | $283.0K | 0.01% | +14,939 | New |
| 1st Source Bank | 15,085 | $285.0K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 15,625 | $295.0K | 0.01% | −212−1.3% | Reduced |
| Wedbush Securities Inc | 15,882 | $300.0K | 0.02% | +1,310+9.0% | Added |
| BNP Paribas Arbitrage, SA | 16,098 | $303.9K | 0.00% | −68,943−81.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,113 | $304.0K | 0.00% | +2,548+18.8% | Added |
| D. E. Shaw & Co., Inc. | 16,434 | $310.0K | 0.00% | −1,894−10.3% | Reduced |
| First Republic Investment Management, Inc. | 16,454 | $311.0K | 0.00% | +1,415+9.4% | Added |
| Russell Investments Group, Ltd. | 16,848 | $318.0K | 0.00% | 00.0% | Unchanged |
| King Wealth | 17,169 | $324.0K | 0.08% | −25,937−60.2% | Reduced |
| Seven Eight Capital, LP | 17,288 | $326.0K | 0.13% | +17,288 | New |
| Cambridge Investment Research Advisors, Inc. | 17,469 | $330.0K | 0.00% | −3,566−17.0% | Reduced |
| The PNC Financial Services Group, Inc. | 17,828 | $338.0K | 0.00% | +1,605+9.9% | Added |
| Huntington National Bank | 18,089 | $342.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 18,240 | $345.0K | 0.01% | −1,580−8.0% | Reduced |
| Boenning & Scattergood, Inc. | 18,510 | $349.0K | 0.07% | +3,800+25.8% | Added |
| Beacon Financial Advisory LLC | 18,559 | $350.0K | 0.20% | 00.0% | Unchanged |
| United Services Automobile Association | 18,883 | $357.0K | 0.01% | +18,883 | New |
| Gabelli & Co Investment Advisers, Inc. | 20,000 | $378.0K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 20,218 | $382.0K | 0.01% | +23+0.1% | Added |
| Segall Bryant & Hamill, LLC | 20,316 | $384.0K | 0.00% | +4,071+25.1% | Added |
| Shell Asset Management Co | 20,767 | $392.0K | 0.01% | +35+0.2% | Added |
| We Are One Seven, LLC | 20,834 | $393.0K | 0.05% | +9,899+90.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,116 | $418.0K | 0.00% | −2,673−10.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 22,500 | $425.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 22,968 | $433.0K | 0.00% | −3,289−12.5% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 23,023 | $435.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 23,544 | $445.0K | 0.01% | −200−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 23,805 | $449.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 24,526 | $463.0K | 0.01% | +7,210+41.6% | Added |
| State of Alaska, Department of Revenue | 24,627 | $464.0K | 0.01% | −570−2.3% | Reduced |
| Gotham Asset Management, LLC | 24,703 | $466.0K | 0.01% | +6,297+34.2% | Added |
| SG Americas Securities, LLC | 26,203 | $495.0K | 0.01% | −28,842−52.4% | Reduced |
| Illinois Municipal Retirement Fund | 26,504 | $500.0K | 0.01% | +12,340+87.1% | Added |
| Exchange Traded Concepts, LLC | 26,550 | $501.0K | 0.01% | +608+2.3% | Added |
| New Mexico Educational Retirement Board | 26,900 | $508.0K | 0.02% | −10,200−27.5% | Reduced |
| NCM Capital Management, LLC | 27,770 | $524.0K | 0.37% | +25+0.1% | Added |
| Aigen Investment Management, LP | 28,116 | $531.0K | 0.09% | +28,116 | New |
| Pacific Global Investment Management CO | 28,275 | $534.0K | 0.13% | −3,301−10.5% | Reduced |
| KBC Group NV | 28,422 | $536.0K | 0.00% | +17,678+164.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,689 | $542.0K | 0.01% | −627−2.1% | Reduced |
| Prelude Capital Management, LLC | 29,310 | $553.0K | 0.03% | +17,112+140.3% | Added |
| Advisor Group Holdings, Inc. | 29,496 | $556.0K | 0.00% | −1,224−4.0% | Reduced |
| Verition Fund Management LLC | 29,810 | $563.0K | 0.01% | −53,997−64.4% | Reduced |
| Teacher Retirement System of Texas | 29,796 | $563.0K | 0.00% | −8,769−22.7% | Reduced |
| Mercer Global Advisors Inc | 30,674 | $579.0K | 0.00% | −90.0% | Reduced |