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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2022: 336 institutions
Q1 2021: 324 institutionsQ2 2021: 337 institutionsQ3 2021: 351 institutionsQ4 2021: 364 institutionsQ1 2022: 356 institutionsQ2 2022: 341 institutionsQ3 2022: 336 institutionsQ4 2022: 348 institutionsQ1 2023: 343 institutionsQ2 2023: 360 institutionsQ3 2023: 351 institutionsQ4 2023: 388 institutionsQ1 2024: 364 institutionsQ2 2024: 392 institutionsQ3 2024: 394 institutionsQ4 2024: 425 institutionsQ1 2025: 424 institutionsQ2 2025: 402 institutionsQ3 2025: 403 institutionsQ4 2025: 429 institutionsQ1 2026: 412 institutionsQ2 2026: 403 institutions
Value heldQ3 2022: $2.85B
Q1 2021: $3.28BQ2 2021: $3.53BQ3 2021: $3.40BQ4 2021: $3.61BQ1 2022: $3.33BQ2 2022: $2.86BQ3 2022: $2.85BQ4 2022: $3.48BQ1 2023: $3.60BQ2 2023: $3.57BQ3 2023: $3.54BQ4 2023: $3.42BQ1 2024: $3.30BQ2 2024: $2.98BQ3 2024: $3.13BQ4 2024: $3.04BQ1 2025: $2.76BQ2 2025: $2.25BQ3 2025: $1.67BQ4 2025: $1.59BQ1 2026: $1.33BQ2 2026: $1.48B
Institutions holding WEN and their total value by quarter
QuarterHoldersValue
Q2 2026403$1.48B
Q1 2026412$1.33B
Q4 2025429$1.59B
Q3 2025403$1.67B
Q2 2025402$2.25B
Q1 2025424$2.76B
Q4 2024425$3.04B
Q3 2024394$3.13B
Q2 2024392$2.98B
Q1 2024364$3.30B
Q4 2023388$3.42B
Q3 2023351$3.54B
Q2 2023360$3.57B
Q1 2023343$3.60B
Q4 2022348$3.48B
Q3 2022336$2.85B
Q2 2022341$2.86B
Q1 2022356$3.33B
Q4 2021364$3.61B
Q3 2021351$3.40B
Q2 2021337$3.53B
Q1 2021324$3.28B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q2 2022.

Institutions holding WEN in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Abound Wealth Management226$4.22K0.00%+226New
First Command Bank218$4.00K0.00%00.0%Unchanged
First Command Financial Services, Inc.218$4.00K0.00%00.0%Unchanged
Burleson & Company, LLC212$4.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC200$4.00K0.00%00.0%Unchanged
EdgeRock Capital LLC200$4.00K0.00%+200New
Kelly Financial Services LLC200$3.74K0.00%00.0%Unchanged
Crewe Advisors LLC152$3.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC113$2.00K0.00%−66−36.9%Reduced
Bell Investment Advisors, Inc90$2.00K0.00%−82−47.7%Reduced
Proequities, Inc.91$2.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC100$2.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC88$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC108$2.00K0.00%+1+0.9%Added
Schubert & Co114$2.00K0.00%+32+39.0%Added
Sutton Wealth Advisors Inc.65$1.22K0.00%+26+66.7%Added
Earnest Partners LLC45$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB33$1.00K0.00%00.0%Unchanged
Glassman Wealth Services69$1.00K0.00%−6−8.0%Reduced
Ellevest, Inc.34$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc31$1.00K0.00%00.0%Unchanged
Hoey Investments, Inc75$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC47$1.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC27$1.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.53$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC31$1.00K0.00%+8+34.8%Added
EverSource Wealth Advisors, LLC49$1.00K0.00%+49New
Rosenberg Matthew Hamilton37$1.00K0.00%+37New
Raffa Wealth Management, LLC34$6350.00%00.0%Unchanged
Money Concepts Capital Corp5$00.00%00.0%Unchanged
First Manhattan Co29$00.00%00.0%Unchanged
Eukles Asset Management6$00.00%00.0%Unchanged
Larson Financial Group LLC7$00.00%00.0%Unchanged
Tyler-Stone Wealth Management4$00.00%00.0%Unchanged
TCI Wealth Advisors, Inc.11$00.00%+11New
SJS Investment Consulting Inc.21$00.00%+21New
Cooper Creek Partners Management LLC0$00.00%−717,442−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−222,671−100.0%Sold out
Artha Asset Management LLC0$00.00%−200,000−100.0%Sold out
Pentwater Capital Management LP0$00.00%−135,000−100.0%Sold out
Twinbeech Capital LP0$00.00%−119,451−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−110,000−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−61,460−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−58,090−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−52,679−100.0%Sold out
Algert Global LLC0$00.00%−48,110−100.0%Sold out
Contrarian Capital Management, L.L.C.0$00.00%−43,709−100.0%Sold out
Islet Management, LP0$00.00%−38,900−100.0%Sold out
HRT Financial LP0$00.00%−38,187−100.0%Sold out
Paloma Partners Management Co0$00.00%−32,200−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−26,550−100.0%Sold out
Beacon Financial Advisory LLC0$00.00%−18,559−100.0%Sold out
Seven Eight Capital, LP0$00.00%−17,288−100.0%Sold out
Bridgewater Associates, LP0$00.00%−14,353−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−13,617−100.0%Sold out
Secure Asset Management, LLC0$00.00%−11,297−100.0%Sold out
XTX Topco Ltd0$00.00%−11,254−100.0%Sold out
AXA S.A.0$00.00%−11,200−100.0%Sold out
Centiva Capital, LP0$00.00%−10,993−100.0%Sold out
ARS Wealth Advisors Group, LLC0$00.00%−10,586−100.0%Sold out
Pendal Group Limited0$00.00%−10,521−100.0%Sold out
Tokio Marine Asset Management Co Ltd0$00.00%−10,200−100.0%Sold out
Shelton Capital Management0$00.00%−10,001−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−9,370−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−4,702−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−2,227−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−1,945−100.0%Sold out
Prospera Financial Services Inc0$00.00%−1,718−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−1,225−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−853−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−765−100.0%Sold out
Jefferies Group LLC0$00.00%−729−100.0%Sold out
Vectors Research Management, LLC0$00.00%−649−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−684−100.0%Sold out
Spire Wealth Management0$00.00%−515−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−425−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−330−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−252−100.0%Sold out
JNBA Financial Advisors0$00.00%−200−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−236−100.0%Sold out
Bessemer Group Inc0$00.00%−183−100.0%Sold out
Sageworth Trust Co of South Dakota0$00.00%−178−100.0%Sold out
Better Money Decisions, LLC0$00.00%−100−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−42−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−102−100.0%Sold out
Steward Financial Group LLC0$00.00%−79−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−5−100.0%Sold out
Private Ocean, LLC0$00.00%−16−100.0%Sold out
Fieldpoint Private Securities, LLC––––Not filed