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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 288,710 | $6.53M | 0.00% | −619−0.2% | Reduced |
| Davidson Kempner Capital Management LP | 422,700 | $9.56M | 0.20% | +422,700 | New |
| Nicholas Company, Inc. | 427,445 | $9.67M | 0.21% | +5,410+1.3% | Added |
| Swiss National Bank | 436,800 | $9.88M | 0.01% | +5,000+1.2% | Added |
| FMR LLC | 457,564 | $10.4M | 0.00% | −23,587−4.9% | Reduced |
| Rhumbline Advisers | 505,966 | $11.4M | 0.02% | +5,967+1.2% | Added |
| Squarepoint Ops LLC | 583,368 | $13.2M | 0.10% | +551,027+1,703.8% | Added |
| Renaissance Technologies LLC | 611,382 | $13.8M | 0.02% | −14,500−2.3% | Reduced |
| Amundi | 628,364 | $13.9M | 0.01% | −16,401−2.5% | Reduced |
| Goldman Sachs Group Inc | 614,209 | $13.9M | 0.00% | −347,714−36.1% | Reduced |
| Invesco Ltd. | 640,424 | $14.5M | 0.00% | +201,172+45.8% | Added |
| Voya Investment Management LLC | 662,516 | $15.0M | 0.02% | +69,157+11.7% | Added |
| Victory Capital Management Inc | 668,328 | $15.1M | 0.02% | −10,461−1.5% | Reduced |
| Principal Financial Group Inc | 673,920 | $15.3M | 0.01% | +9,080+1.4% | Added |
| Qube Research & Technologies Ltd | 680,871 | $15.4M | 0.09% | +609,701+856.7% | Added |
| Walleye Capital LLC | 689,961 | $15.6M | 0.34% | +689,961 | New |
| NFJ Investment Group, LLC | 722,230 | $16.3M | 0.43% | +81,298+12.7% | Added |
| Morgan Stanley | 731,676 | $16.6M | 0.00% | +59,080+8.8% | Added |
| Nuveen Asset Management, LLC | 906,808 | $20.5M | 0.01% | −66,019−6.8% | Reduced |
| Bank of America Corp | 907,295 | $20.5M | 0.00% | −426,419−32.0% | Reduced |
| Balyasny Asset Management LLC | 951,713 | $21.5M | 0.08% | +371,178+63.9% | Added |
| Two Sigma Investments, LP | 1,035,564 | $23.4M | 0.08% | −41,419−3.8% | Reduced |
| Marshall Wace, LLP | 1,102,893 | $25.0M | 0.06% | +1,102,893 | New |
| Horizon Kinetics Asset Management LLC | 1,245,897 | $28.2M | 0.47% | −36,948−2.9% | Reduced |
| Northern Trust Corp | 1,281,745 | $29.0M | 0.01% | +35,698+2.9% | Added |
| Two Sigma Advisers, LP | 1,582,605 | $35.8M | 0.10% | −251,400−13.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,586,996 | $35.9M | 0.30% | +1,260,639+386.3% | Added |
| Wellington Management Group LLP | 1,656,979 | $37.5M | 0.01% | +1,102,174+198.7% | Added |
| Deutsche Bank AG | 1,771,214 | $40.1M | 0.02% | −1,800,856−50.4% | Reduced |
| Assenagon Asset Management S.A. | 1,826,841 | $41.3M | 0.17% | +1,826,841 | New |
| Norges Bank | 1,963,998 | $44.4M | 0.01% | +298,890+18.0% | Added |
| Charles Schwab Investment Management Inc | 2,094,160 | $47.4M | 0.02% | −29,985−1.4% | Reduced |
| Bank of New York Mellon Corp | 2,140,307 | $48.4M | 0.01% | −194,324−8.3% | Reduced |
| Millennium Management LLC | 2,296,722 | $52.0M | 0.06% | −3,017,546−56.8% | Reduced |
| Macquarie Group Ltd | 2,340,738 | $53.0M | 0.06% | +34,876+1.5% | Added |
| Geode Capital Management, LLC | 2,452,015 | $55.5M | 0.01% | +114,232+4.9% | Added |
| Price T Rowe Associates Inc | 2,707,875 | $61.3M | 0.01% | +46,124+1.7% | Added |
| Janus Henderson Group PLC | 3,604,067 | $81.6M | 0.06% | −380,469−9.5% | Reduced |
| Dimensional Fund Advisors LP | 4,023,519 | $91.1M | 0.03% | +101,157+2.6% | Added |
| State Street Corp | 4,848,118 | $109.7M | 0.01% | −14,137−0.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,940,755 | $111.8M | 0.23% | −1,964,472−28.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,131,185 | $116.1M | 0.20% | +2,367,870+85.7% | Added |
| JPMorgan Chase & Co | 5,846,924 | $132.3M | 0.02% | −320,173−5.2% | Reduced |
| Massachusetts Financial Services Co | 11,433,642 | $258.7M | 0.09% | −28,650−0.2% | Reduced |
| BlackRock Inc. | 15,356,422 | $347.5M | 0.01% | +459,107+3.1% | Added |
| Vanguard Group Inc | 18,405,437 | $416.5M | 0.01% | +796,999+4.5% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 25,333,339 | $573.3M | 11.76% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | – | – | +7 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −429,000−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −282,000−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −152,580−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −147,338−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −134,898−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −121,283−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −81,826−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −72,169−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −63,853−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −58,540−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −52,806−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −48,102−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −42,780−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −31,725−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,094−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −19,163−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −14,186−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,125−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,002−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −11,809−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,734−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,610−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,280−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −5,522−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −4,803−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −623−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Burleson & Company, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Budros, Ruhlin & Roe, Inc. | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |