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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 13,657 | $255.0K | 0.00% | +1,985+17.0% | Added |
| Natixis Advisors, L.P. | 13,238 | $247.0K | 0.00% | +1,177+9.8% | Added |
| Bridgefront Capital, LLC | 13,125 | $245.0K | 0.25% | +13,125 | New |
| Prudential Financial Inc | 12,270 | $229.0K | 0.00% | −622−4.8% | Reduced |
| Cetera Investment Advisers | 12,230 | $229.0K | 0.00% | +35+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 12,002 | $224.0K | 0.05% | +12,002 | New |
| FNY Investment Advisers, LLC | 12,000 | $224.0K | 0.16% | +12,000 | New |
| Pictet Asset Management SA | 11,889 | $222.0K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 11,809 | $221.0K | 0.08% | +11,809 | New |
| Johnson Investment Counsel Inc | 11,720 | $219.0K | 0.00% | −68−0.6% | Reduced |
| IMC-Chicago, LLC | 11,734 | $219.0K | 0.02% | +11,734 | New |
| Fox Run Management, L.L.C. | 11,610 | $217.0K | 0.08% | +11,610 | New |
| HB Wealth Management, LLC | 11,576 | $216.0K | 0.00% | +76+0.7% | Added |
| Capital Investment Advisors, LLC | 11,523 | $215.0K | 0.01% | +41+0.4% | Added |
| Kestra Advisory Services, LLC | 11,384 | $213.0K | 0.00% | −484−4.1% | Reduced |
| Wolverine Trading, LLC | 11,280 | $212.0K | 0.01% | −3,659−24.5% | Reduced |
| DuPont Capital Management Corp | 11,265 | $211.0K | 0.01% | +11,265 | New |
| Baird Financial Group, Inc. | 11,285 | $211.0K | 0.00% | +11,285 | New |
| CWM Advisors, LLC | 11,087 | $207.0K | 0.03% | −161−1.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 11,000 | $206.0K | 0.06% | +11,000 | New |
| Janney Montgomery Scott LLC | 10,939 | $204.0K | 0.00% | −92−0.8% | Reduced |
| Henshaw Capital LLC | 10,879 | $203.3K | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 10,625 | $199.0K | 0.01% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 10,558 | $197.3K | 0.34% | +10,558 | New |
| Financial Advocates Investment Management | 10,564 | $197.0K | 0.02% | −143−1.3% | Reduced |
| Everhart Financial Group, Inc. | 10,408 | $195.0K | 0.11% | −145−1.4% | Reduced |
| Pinnacle Associates Ltd | 10,140 | $190.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,202 | $172.0K | 0.00% | −2,210−19.4% | Reduced |
| PDS Planning, Inc | 9,120 | $170.0K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 9,007 | $168.0K | 0.01% | −36−0.4% | Reduced |
| S.A. Mason LLC | 8,500 | $159.0K | 0.13% | +1,000+13.3% | Added |
| Pacer Advisors, Inc. | 6,924 | $129.0K | 0.00% | +6,924 | New |
| IFP Advisors, Inc | 6,433 | $104.0K | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 5,522 | $103.0K | 0.07% | +5,522 | New |
| Ci Investments Inc. | 5,173 | $97.0K | 0.00% | −106−2.0% | Reduced |
| Harbor Investment Advisory, LLC | 5,170 | $97.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Rockefeller Capital Management L.P. | 4,718 | $87.0K | 0.00% | −88−1.8% | Reduced |
| CWM, LLC | 4,338 | $81.0K | 0.00% | +520+13.6% | Added |
| TSFG, LLC | 4,139 | $77.0K | 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 |
| Pflug Koory, LLC | 3,657 | $68.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 3,571 | $67.0K | 0.06% | +1,063+42.4% | Added |
| Leonteq Securities AG | 3,285 | $61.4K | 0.00% | +1,050+47.0% | Added |
| Van Eck Associates Corp | 2,881 | $54.0K | 0.00% | +1,150+66.4% | Added |
| Ancora Advisors, LLC | 2,700 | $50.0K | 0.00% | −37,550−93.3% | Reduced |
| American Portfolios Advisors | 2,574 | $48.1K | 0.00% | −1,378−34.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,247 | $42.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wipfli Financial Advisors LLC, | 2,049 | $38.0K | 0.00% | +2,049 | New |
| TD Waterhouse Canada Inc. | 1,585 | $34.1K | 0.00% | −10,398−86.8% | Reduced |
| Bartlett & Co. LLC | 1,700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,700 | $31.8K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,655 | $31.0K | 0.01% | +9+0.5% | Added |
| Creative Financial Designs Inc | 1,597 | $30.0K | 0.00% | +7+0.4% | Added |
| Field & Main Bank | 1,500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Motco | 1,417 | $26.0K | 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 |
| Nomura Asset Management Co Ltd | 1,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Optimum Investment Advisors | 800 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Meeder Asset Management Inc | 623 | $12.0K | 0.00% | −234−27.3% | Reduced |
| 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 |
| 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 |
| McIlrath & Eck, LLC | 476 | $9.00K | 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 |
| First Community Trust NA | 350 | $7.00K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 350 | $7.00K | 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 |
| 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 |