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 |
|---|---|---|---|---|---|
| Eukles Asset Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Larson Financial Group LLC | 7 | $158 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 10 | $226 | 0.00% | −3,275−99.7% | Reduced |
| TCI Wealth Advisors, Inc. | 12 | $272 | 0.00% | +1+9.1% | Added |
| Laurel Wealth Advisors LLC | 15 | $340 | 0.00% | +15 | New |
| Baker Avenue Asset Management, LP | 21 | $475 | 0.00% | +21 | New |
| IAG Wealth Partners, LLC | 27 | $611 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $640 | 0.01% | +23 | New |
| Versant Capital Management, Inc | 31 | $702 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 34 | $769 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 37 | $837 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 42 | $950 | 0.00% | +11+35.5% | Added |
| SJS Investment Consulting Inc. | 43 | $973 | 0.00% | +22+104.8% | Added |
| Massmutual Trust Co FSB | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $1.00K | 0.00% | −18−34.0% | Reduced |
| Sageworth Trust Co | 29 | $1.00K | 0.00% | +29 | New |
| Transamerica Financial Advisors, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Steward Financial Group LLC | 72 | $1.00K | 0.00% | +72 | New |
| Earnest Partners LLC | 45 | $1.02K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $1.02K | 0.00% | +45 | New |
| HighMark Wealth Management LLC | 48 | $1.08K | 0.00% | +1+2.1% | Added |
| EverSource Wealth Advisors, LLC | 49 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 65 | $1.47K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 69 | $1.56K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 75 | $1.70K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 76 | $1.72K | 0.00% | +76 | New |
| Allworth Financial LP | 82 | $1.87K | 0.00% | −504−86.0% | Reduced |
| Tradewinds Capital Management, LLC | 88 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $2.04K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 112 | $2.54K | 0.00% | −2−1.8% | Reduced |
| JFS Wealth Advisors, LLC | 119 | $2.69K | 0.00% | +6+5.3% | Added |
| Harbour Investments, Inc. | 122 | $2.76K | 0.00% | −578−82.6% | Reduced |
| Tradition Wealth Management, LLC | 127 | $3.00K | 0.00% | +127 | New |
| Blue Bell Private Wealth Management, LLC | 157 | $3.55K | 0.00% | +57+57.0% | Added |
| TD Ameritrade Investment Management, LLC | 180 | $4.00K | 0.00% | −222−55.2% | Reduced |
| First Manhattan Co | 184 | $4.16K | 0.00% | +155+534.5% | Added |
| GWM Advisors LLC | 1,050 | $4.31K | 0.00% | +1,050 | New |
| Kelly Financial Services LLC | 200 | $4.53K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 218 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 218 | $5.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $5.11K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 366 | $6.00K | 0.00% | +115+45.8% | Added |
| Red Cedar Capital, LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 295 | $6.68K | 0.00% | −114−27.9% | Reduced |
| Cribstone Capital Management, LLC | 300 | $6.79K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 310 | $7.03K | 0.00% | +13+4.4% | Added |
| PSI Advisors, LLC | 350 | $7.92K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 350 | $8.00K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 390 | $8.00K | 0.00% | +90+30.0% | Added |
| GHP Investment Advisors, Inc. | 415 | $9.39K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 423 | $9.58K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 425 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $10.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 452 | $10.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 459 | $10.4K | 0.00% | −59−11.4% | Reduced |
| McIlrath & Eck, LLC | 476 | $10.8K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 512 | $12.0K | 0.00% | +3+0.6% | Added |
| Quent Capital, LLC | 545 | $12.3K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 554 | $12.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 582 | $12.9K | 0.01% | +582 | New |
| AlphaMark Advisors, LLC | 583 | $13.0K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 650 | $14.7K | 0.02% | +650 | New |
| Quadrant Capital Group LLC | 654 | $14.8K | 0.00% | −35−5.1% | Reduced |
| Pittenger & Anderson Inc | 750 | $17.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $18.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 814 | $18.4K | 0.00% | −49−5.7% | Reduced |
| FinTrust Capital Advisors, LLC | 828 | $18.7K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 850 | $19.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 985 | $22.0K | 0.00% | +3+0.3% | Added |
| Princeton Global Asset Management LLC | 954 | $22.0K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 989 | $22.4K | 0.00% | +989 | New |
| Nomura Asset Management Co Ltd | 1,000 | $22.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,142 | $25.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,166 | $26.4K | 0.00% | +251+27.4% | Added |
| Lindbrook Capital, LLC | 1,177 | $26.6K | 0.00% | +290+32.7% | Added |
| Coastal Capital Group, Inc. | 1,656 | $31.0K | 0.01% | +1+0.1% | Added |
| Motco | 1,417 | $32.1K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,500 | $33.9K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,583 | $35.8K | 0.00% | +1,578+31,560.0% | Added |
| Creative Financial Designs Inc | 1,604 | $36.3K | 0.01% | +7+0.4% | Added |
| Bartlett & Co. LLC | 1,700 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,700 | $38.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,585 | $39.7K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,790 | $41.0K | 0.00% | +1,790 | New |
| Accurate Wealth Management, LLC | 2,125 | $47.8K | 0.02% | +2,125 | New |
| Hazlett, Burt & Watson, Inc. | 2,125 | $48.0K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,128 | $48.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,135 | $48.3K | 0.00% | +1,270+146.8% | Added |
| CoreCap Advisors, LLC | 2,195 | $49.7K | 0.00% | +2,195 | New |
| Northwestern Mutual Wealth Management Co | 2,247 | $50.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,700 | $61.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,805 | $63.0K | 0.04% | −852−23.3% | Reduced |
| Advisory Services Network, LLC | 2,870 | $65.0K | 0.00% | +2,870 | New |
| AdvisorShares Investments LLC | 2,976 | $67.3K | 0.02% | −720−19.5% | Reduced |
| Van Eck Associates Corp | 3,042 | $69.0K | 0.00% | +161+5.6% | Added |
| Covestor Ltd | 3,533 | $80.0K | 0.07% | −38−1.1% | Reduced |
| IFP Advisors, Inc | 5,297 | $86.0K | 0.00% | −1,136−17.7% | Reduced |
| TSFG, LLC | 4,139 | $94.0K | 0.04% | 00.0% | Unchanged |