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, Q3 2022
Institutional positions in Wendy's Co as of Sep 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
- 336
- −4 vs. Q2 2022
- Shares held
- 152.2M
- +670.2K (+0.4%) vs. Q2 2022
- Total value
- $2.85B
- −$16.7M (−0.6%) vs. Q2 2022
- New holders
- 48
- 91 more added
- Sold out
- 52
- 114 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 29 | $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 |
| TCI Wealth Advisors, Inc. | 11 | $0 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 21 | $0 | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 34 | $635 | 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 | 69 | $1.00K | 0.00% | −6−8.0% | Reduced |
| Ellevest, Inc. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 75 | $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 |
| Ronald Blue Trust, Inc. | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 31 | $1.00K | 0.00% | +8+34.8% | Added |
| EverSource Wealth Advisors, LLC | 49 | $1.00K | 0.00% | +49 | New |
| Rosenberg Matthew Hamilton | 37 | $1.00K | 0.00% | +37 | New |
| Sutton Wealth Advisors Inc. | 65 | $1.22K | 0.00% | +26+66.7% | Added |
| JFS Wealth Advisors, LLC | 113 | $2.00K | 0.00% | −66−36.9% | Reduced |
| Bell Investment Advisors, Inc | 90 | $2.00K | 0.00% | −82−47.7% | Reduced |
| Proequities, Inc. | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 108 | $2.00K | 0.00% | +1+0.9% | Added |
| Schubert & Co | 114 | $2.00K | 0.00% | +32+39.0% | Added |
| Crewe Advisors LLC | 152 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $3.74K | 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 |
| Professional Financial Advisors, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 200 | $4.00K | 0.00% | +200 | New |
| Abound Wealth Management | 226 | $4.22K | 0.00% | +226 | New |
| Neo Ivy Capital Management | 259 | $5.00K | 0.01% | −3,832−93.7% | Reduced |
| Cutler Group LP | 300 | $5.00K | 0.00% | −3,144−91.3% | Reduced |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 297 | $6.00K | 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 |
| Umb Bank N A | 425 | $8.00K | 0.00% | −118−21.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 402 | $8.00K | 0.00% | −93−18.8% | Reduced |
| Column Capital Advisors, LLC | 452 | $8.00K | 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% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 409 | $8.00K | 0.00% | +311+317.3% | Added |
| McIlrath & Eck, LLC | 476 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 509 | $10.0K | 0.00% | +3+0.6% | Added |
| Quent Capital, LLC | 545 | $10.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 518 | $10.0K | 0.00% | +48+10.2% | Added |
| Goodwin Investment Advisory | 554 | $10.0K | 0.01% | +554 | New |
| AlphaMark Advisors, LLC | 583 | $11.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 586 | $11.0K | 0.00% | +85+17.0% | Added |
| Meeder Asset Management Inc | 623 | $12.0K | 0.00% | −234−27.3% | Reduced |
| Harbour Investments, Inc. | 700 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 709 | $13.0K | 0.00% | +3+0.4% | Added |
| Quadrant Capital Group LLC | 689 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $15.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 863 | $16.0K | 0.00% | −63−6.8% | Reduced |
| Arrow Financial Corp | 850 | $16.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 828 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 887 | $17.0K | 0.00% | −26−2.8% | Reduced |
| Fifth Third Bancorp | 915 | $17.0K | 0.00% | +142+18.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 982 | $18.0K | 0.00% | +3+0.3% | Added |
| Princeton Global Asset Management LLC | 954 | $18.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 865 | $18.0K | 0.00% | +630+268.1% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,142 | $21.0K | 0.00% | +80+7.5% | Added |
| Motco | 1,417 | $26.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,597 | $30.0K | 0.00% | +7+0.4% | Added |
| Coastal Capital Group, Inc. | 1,655 | $31.0K | 0.01% | +9+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,700 | $31.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,700 | $32.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,585 | $34.1K | 0.00% | −10,398−86.8% | Reduced |
| Wipfli Financial Advisors LLC, | 2,049 | $38.0K | 0.00% | +2,049 | New |
| Nisa Investment Advisors, LLC | 2,128 | $40.0K | 0.00% | −3,104−59.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,125 | $40.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,247 | $42.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,574 | $48.1K | 0.00% | −1,378−34.9% | Reduced |
| Ancora Advisors, LLC | 2,700 | $50.0K | 0.00% | −37,550−93.3% | Reduced |
| Van Eck Associates Corp | 2,881 | $54.0K | 0.00% | +1,150+66.4% | Added |
| Leonteq Securities AG | 3,285 | $61.4K | 0.00% | +1,050+47.0% | Added |
| Covestor Ltd | 3,571 | $67.0K | 0.06% | +1,063+42.4% | Added |
| Pflug Koory, LLC | 3,657 | $68.0K | 0.04% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,696 | $69.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,703 | $69.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4,139 | $77.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 4,338 | $81.0K | 0.00% | +520+13.6% | Added |
| Rockefeller Capital Management L.P. | 4,718 | $87.0K | 0.00% | −88−1.8% | Reduced |
| Advisors Asset Management, Inc. | 4,803 | $90.0K | 0.00% | −9,396−66.2% | Reduced |
| State of Wyoming | 4,793 | $90.0K | 0.04% | +4,793 | New |