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, Q4 2022
Institutional positions in Wendy's Co as of Dec 31, 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
- 348
- +16 vs. Q3 2022
- Shares held
- 153.6M
- +1.44M (+0.9%) vs. Q3 2022
- Total value
- $3.48B
- +$630.0M (+22.1%) vs. Q3 2022
- New holders
- 55
- 102 more added
- Sold out
- 39
- 119 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 25,333,339 | $573.3M | 11.76% | 00.0% | Unchanged |
| Vanguard Group Inc | 18,405,437 | $416.5M | 0.01% | +796,999+4.5% | Added |
| BlackRock Inc. | 15,356,422 | $347.5M | 0.01% | +459,107+3.1% | Added |
| Massachusetts Financial Services Co | 11,433,642 | $258.7M | 0.09% | −28,650−0.2% | Reduced |
| JPMorgan Chase & Co | 5,846,924 | $132.3M | 0.02% | −320,173−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,131,185 | $116.1M | 0.20% | +2,367,870+85.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,940,755 | $111.8M | 0.23% | −1,964,472−28.4% | Reduced |
| State Street Corp | 4,848,118 | $109.7M | 0.01% | −14,137−0.3% | Reduced |
| Dimensional Fund Advisors LP | 4,023,519 | $91.1M | 0.03% | +101,157+2.6% | Added |
| Janus Henderson Group PLC | 3,604,067 | $81.6M | 0.06% | −380,469−9.5% | Reduced |
| Price T Rowe Associates Inc | 2,707,875 | $61.3M | 0.01% | +46,124+1.7% | Added |
| Geode Capital Management, LLC | 2,452,015 | $55.5M | 0.01% | +114,232+4.9% | Added |
| Macquarie Group Ltd | 2,340,738 | $53.0M | 0.06% | +34,876+1.5% | Added |
| Millennium Management LLC | 2,296,722 | $52.0M | 0.06% | −3,017,546−56.8% | Reduced |
| Bank of New York Mellon Corp | 2,140,307 | $48.4M | 0.01% | −194,324−8.3% | Reduced |
| Charles Schwab Investment Management Inc | 2,094,160 | $47.4M | 0.02% | −29,985−1.4% | Reduced |
| Norges Bank | 1,963,998 | $44.4M | 0.01% | +298,890+18.0% | Added |
| Assenagon Asset Management S.A. | 1,826,841 | $41.3M | 0.17% | +1,826,841 | New |
| Deutsche Bank AG | 1,771,214 | $40.1M | 0.02% | −1,800,856−50.4% | Reduced |
| Wellington Management Group LLP | 1,656,979 | $37.5M | 0.01% | +1,102,174+198.7% | Added |
| Schonfeld Strategic Advisors LLC | 1,586,996 | $35.9M | 0.30% | +1,260,639+386.3% | Added |
| Two Sigma Advisers, LP | 1,582,605 | $35.8M | 0.10% | −251,400−13.7% | Reduced |
| Northern Trust Corp | 1,281,745 | $29.0M | 0.01% | +35,698+2.9% | Added |
| Horizon Kinetics Asset Management LLC | 1,245,897 | $28.2M | 0.47% | −36,948−2.9% | Reduced |
| Marshall Wace, LLP | 1,102,893 | $25.0M | 0.06% | +1,102,893 | New |
| Two Sigma Investments, LP | 1,035,564 | $23.4M | 0.08% | −41,419−3.8% | Reduced |
| Balyasny Asset Management LLC | 951,713 | $21.5M | 0.08% | +371,178+63.9% | Added |
| Bank of America Corp | 907,295 | $20.5M | 0.00% | −426,419−32.0% | Reduced |
| Nuveen Asset Management, LLC | 906,808 | $20.5M | 0.01% | −66,019−6.8% | Reduced |
| Morgan Stanley | 731,676 | $16.6M | 0.00% | +59,080+8.8% | Added |
| NFJ Investment Group, LLC | 722,230 | $16.3M | 0.43% | +81,298+12.7% | Added |
| Walleye Capital LLC | 689,961 | $15.6M | 0.34% | +689,961 | New |
| Qube Research & Technologies Ltd | 680,871 | $15.4M | 0.09% | +609,701+856.7% | Added |
| Principal Financial Group Inc | 673,920 | $15.3M | 0.01% | +9,080+1.4% | Added |
| Victory Capital Management Inc | 668,328 | $15.1M | 0.02% | −10,461−1.5% | Reduced |
| Voya Investment Management LLC | 662,516 | $15.0M | 0.02% | +69,157+11.7% | Added |
| Invesco Ltd. | 640,424 | $14.5M | 0.00% | +201,172+45.8% | Added |
| Goldman Sachs Group Inc | 614,209 | $13.9M | 0.00% | −347,714−36.1% | Reduced |
| Amundi | 628,364 | $13.9M | 0.01% | −16,401−2.5% | Reduced |
| Renaissance Technologies LLC | 611,382 | $13.8M | 0.02% | −14,500−2.3% | Reduced |
| Squarepoint Ops LLC | 583,368 | $13.2M | 0.10% | +551,027+1,703.8% | Added |
| Rhumbline Advisers | 505,966 | $11.4M | 0.02% | +5,967+1.2% | Added |
| FMR LLC | 457,564 | $10.4M | 0.00% | −23,587−4.9% | Reduced |
| Swiss National Bank | 436,800 | $9.88M | 0.01% | +5,000+1.2% | Added |
| Nicholas Company, Inc. | 427,445 | $9.67M | 0.21% | +5,410+1.3% | Added |
| Davidson Kempner Capital Management LP | 422,700 | $9.56M | 0.20% | +422,700 | New |
| UBS Asset Management Americas Inc | 288,710 | $6.53M | 0.00% | −619−0.2% | Reduced |
| Legal & General Group Plc | 279,719 | $6.33M | 0.00% | −640.0% | Reduced |
| Twinbeech Capital LP | 276,009 | $6.25M | 0.12% | +276,009 | New |
| American International Group, Inc. | 266,280 | $6.03M | 0.04% | −3,259−1.2% | Reduced |
| Stormborn Capital Management, LLC | 250,000 | $5.66M | 2.25% | +250,000 | New |
| Alliancebernstein L.P. | 244,726 | $5.54M | 0.00% | −20,691−7.8% | Reduced |
| Chimera Capital Management LLC | 240,139 | $5.43M | 1.52% | +240,139 | New |
| State Board of Administration of Florida Retirement System | 239,548 | $5.42M | 0.01% | −13,380−5.3% | Reduced |
| New York State Teachers Retirement System | 233,791 | $5.29M | 0.01% | −3,000−1.3% | Reduced |
| California Public Employees Retirement System | 231,350 | $5.24M | 0.00% | −48,674−17.4% | Reduced |
| Ameriprise Financial Inc | 229,984 | $5.20M | 0.00% | −17,186−7.0% | Reduced |
| California State Teachers Retirement System | 225,873 | $5.11M | 0.01% | +1,426+0.6% | Added |
| Retirement Systems of Alabama | 224,620 | $5.08M | 0.02% | +1,740+0.8% | Added |
| Credit Suisse AG | 219,028 | $4.96M | 0.01% | +36,954+20.3% | Added |
| Arrowstreet Capital, Limited Partnership | 204,328 | $4.62M | 0.01% | −428,278−67.7% | Reduced |
| Envestnet Asset Management Inc | 194,486 | $4.40M | 0.00% | +23,388+13.7% | Added |
| New York State Common Retirement Fund | 193,762 | $4.38M | 0.01% | +10,293+5.6% | Added |
| Creative Planning | 182,392 | $4.13M | 0.01% | +2,370+1.3% | Added |
| First Trust Advisors LP | 177,638 | $4.02M | 0.00% | −12,774−6.7% | Reduced |
| Barclays PLC | 157,728 | $3.57M | 0.00% | −29,026−15.5% | Reduced |
| UBS Group AG | 152,112 | $3.44M | 0.00% | −29,551−16.3% | Reduced |
| Amalgamated Bank | 151,216 | $3.42M | 0.03% | +21,374+16.5% | Added |
| Trexquant Investment LP | 149,979 | $3.39M | 0.10% | −122,278−44.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 147,234 | $3.33M | 0.02% | +147,234 | New |
| Winton Group Ltd | 146,347 | $3.31M | 0.22% | −32,537−18.2% | Reduced |
| Cubist Systematic Strategies, LLC | 145,311 | $3.29M | 0.03% | −259,944−64.1% | Reduced |
| Mutual of America Capital Management LLC | 140,008 | $3.17M | 0.04% | +3,219+2.4% | Added |
| Manufacturers Life Insurance Company, The | 139,571 | $3.16M | 0.00% | +119+0.1% | Added |
| Man Group plc | 136,531 | $3.09M | 0.01% | −153,115−52.9% | Reduced |
| Great West Life Assurance Co | 135,594 | $3.07M | 0.01% | +10,314+8.2% | Added |
| Philadelphia Trust Co | 130,623 | $2.96M | 0.32% | +130,623 | New |
| Neuberger Berman Group LLC | 128,229 | $2.90M | 0.00% | +20,997+19.6% | Added |
| Walleye Trading LLC | 122,808 | $2.78M | 0.07% | −12,020−8.9% | Reduced |
| Canada Pension Plan Investment Board | 119,245 | $2.70M | 0.00% | −5,300−4.3% | Reduced |
| Gabelli Funds LLC | 117,000 | $2.65M | 0.02% | 00.0% | Unchanged |
| Texas Permanent School Fund | 114,572 | $2.59M | 0.04% | −6,859−5.6% | Reduced |
| MetLife Investment Management | 114,087 | $2.58M | 0.02% | −2,324−2.0% | Reduced |
| Citadel Advisors LLC | 111,788 | $2.53M | 0.00% | +81,394+267.8% | Added |
| Captrust Financial Advisors | 111,488 | $2.52M | 0.01% | −140−0.1% | Reduced |
| Wells Fargo & Company | 108,682 | $2.46M | 0.00% | +2,865+2.7% | Added |
| State of New Jersey Common Pension Fund D | 106,264 | $2.40M | 0.01% | −14,795−12.2% | Reduced |
| Aquatic Capital Management LLC | 105,600 | $2.39M | 0.17% | +77,600+277.1% | Added |
| AQR Capital Management LLC | 99,943 | $2.26M | 0.01% | −19,831−16.6% | Reduced |
| Shufro Rose & Co LLC | 99,381 | $2.25M | 0.19% | −250−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 98,234 | $2.22M | 0.00% | +63,492+182.8% | Added |
| Dean Investment Associates, LLC | 94,484 | $2.14M | 0.36% | +9,409+11.1% | Added |
| Susquehanna Fundamental Investments, LLC | 91,959 | $2.08M | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 90,438 | $2.05M | 0.01% | −6,143−6.4% | Reduced |
| Edgestream Partners, L.P. | 89,215 | $2.02M | 0.23% | +89,215 | New |
| State of Tennessee, Treasury Department | 88,038 | $1.99M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 82,954 | $1.88M | 0.00% | −168−0.2% | Reduced |
| VELA Investment Management, LLC | 81,473 | $1.84M | 0.91% | +22,961+39.2% | Added |
| Sendero Wealth Management, LLC | 80,355 | $1.82M | 0.65% | +27,079+50.8% | Added |
| Commonwealth Equity Services, LLC | 79,773 | $1.80M | 0.00% | −2,754−3.3% | Reduced |