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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 11,788 | $223.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,672 | $220.0K | 0.00% | +1,877+19.2% | Added |
| 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 |
| Tower Research Capital LLC (TRC) | 11,412 | $215.0K | 0.00% | −19,256−62.8% | Reduced |
| Secure Asset Management, LLC | 11,297 | $213.0K | 0.12% | +11,297 | New |
| 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 |
| AXA S.A. | 11,200 | $211.5K | 0.00% | −31,000−73.5% | Reduced |
| Centiva Capital, LP | 10,993 | $208.0K | 0.01% | +10,993 | New |
| Janney Montgomery Scott LLC | 11,031 | $207.0K | 0.00% | +1,312+13.5% | Added |
| Henshaw Capital LLC | 10,879 | $205.4K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 10,707 | $202.0K | 0.02% | −446−4.0% | Reduced |
| First National Trust Co | 10,625 | $201.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Pendal Group Limited | 10,521 | $199.0K | 0.00% | −905−7.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,200 | $193.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,140 | $191.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 10,001 | $189.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 9,370 | $177.0K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 9,120 | $172.0K | 0.03% | +402+4.6% | Added |
| Evoke Wealth, LLC | 9,043 | $171.0K | 0.01% | +14+0.2% | Added |
| S.A. Mason LLC | 7,500 | $142.0K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,433 | $104.0K | 0.00% | −2,014−23.8% | Reduced |
| Ci Investments Inc. | 5,279 | $100.0K | 0.00% | −2,715−34.0% | Reduced |
| Nisa Investment Advisors, LLC | 5,232 | $99.0K | 0.00% | −44,288−89.4% | Reduced |
| Harbor Investment Advisory, LLC | 5,170 | $98.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,806 | $90.0K | 0.00% | −4−0.1% | Reduced |
| Venture Visionary Partners LLC | 4,702 | $88.8K | 0.01% | +4,702 | New |
| TSFG, LLC | 4,139 | $78.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 4,091 | $77.0K | 0.21% | +4,091 | New |
| American Portfolios Advisors | 3,952 | $74.6K | 0.00% | −510−11.4% | Reduced |
| CWM, LLC | 3,818 | $72.0K | 0.00% | +370+10.7% | Added |
| AdvisorShares Investments LLC | 3,696 | $70.0K | 0.02% | −2,740−42.6% | 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 |
| Cutler Group LP | 3,444 | $65.0K | 0.01% | −5,378−61.0% | Reduced |
| Covestor Ltd | 2,508 | $47.0K | 0.04% | −990−28.3% | Reduced |
| Leonteq Securities AG | 2,235 | $42.2K | 0.00% | +1,706+322.5% | Added |
| Tradition Wealth Management, LLC | 2,227 | $42.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,247 | $42.0K | 0.00% | +836+59.2% | Added |
| Quantbot Technologies LP | 2,210 | $41.0K | 0.00% | +2,210 | New |
| Hazlett, Burt & Watson, Inc. | 2,125 | $40.0K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,945 | $37.0K | 0.00% | +1,945 | New |
| Van Eck Associates Corp | 1,731 | $33.0K | 0.00% | +434+33.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,700 | $32.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Coastal Capital Group, Inc. | 1,646 | $31.0K | 0.01% | +12+0.7% | Added |
| Creative Financial Designs Inc | 1,590 | $30.0K | 0.00% | +8+0.5% | Added |
| Field & Main Bank | 1,500 | $28.0K | 0.02% | +1,500 | New |
| Motco | 1,417 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,225 | $23.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,062 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $18.9K | 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 |
| 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 |
| 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 |
| Fifth Third Bancorp | 773 | $15.0K | 0.00% | −699−47.5% | Reduced |
| Optimum Investment Advisors | 800 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 765 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Group LLC | 729 | $13.8K | 0.00% | +729 | New |
| 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 |
| 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 |
| AlphaMark Advisors, LLC | 583 | $11.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| First Community Trust NA | 350 | $7.00K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 330 | $6.23K | 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 |
| 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 |
| First Command Bank | 218 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 218 | $4.00K | 0.00% | 00.0% | Unchanged |