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 |
|---|---|---|---|---|---|
| SEI Investments Co | 14,359 | $324.9K | 0.00% | −178,781−92.6% | Reduced |
| Natixis Advisors, L.P. | 14,324 | $324.0K | 0.00% | +1,086+8.2% | Added |
| Boenning & Scattergood, Inc. | 14,710 | $323.0K | 0.05% | −4,300−22.6% | Reduced |
| ISAM Funds (UK) Ltd | 13,957 | $315.8K | 0.95% | +13,957 | New |
| Becker Capital Management Inc | 13,765 | $311.5K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 13,680 | $310.0K | 0.01% | −2,776−16.9% | Reduced |
| Cetera Advisor Networks LLC | 13,664 | $309.2K | 0.00% | +7+0.1% | Added |
| Maryland State Retirement & Pension System | 13,617 | $308.2K | 0.01% | +13,617 | New |
| Cetera Investment Advisers | 12,177 | $275.6K | 0.00% | −53−0.4% | Reduced |
| Shay Capital LLC | 12,000 | $271.6K | 0.17% | −34,000−73.9% | Reduced |
| Johnson Investment Counsel Inc | 11,720 | $265.2K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 11,579 | $262.0K | 0.01% | +56+0.5% | Added |
| Bridgewater Associates, LP | 11,466 | $259.5K | 0.00% | +11,466 | New |
| State of Wyoming | 11,392 | $257.8K | 0.09% | +6,599+137.7% | Added |
| Baird Financial Group, Inc. | 11,363 | $257.0K | 0.00% | +78+0.7% | Added |
| Janney Montgomery Scott LLC | 11,370 | $257.0K | 0.00% | +431+3.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,081 | $250.8K | 0.04% | −31,553−74.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 11,000 | $249.0K | 0.07% | 00.0% | Unchanged |
| Henshaw Capital LLC | 10,879 | $246.2K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,831 | $245.1K | 0.00% | +10,831 | New |
| Prudential Financial Inc | 10,780 | $244.0K | 0.00% | −1,490−12.1% | Reduced |
| First National Trust Co | 10,625 | $240.4K | 0.01% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 10,528 | $238.2K | 0.35% | −30−0.3% | Reduced |
| Financial Advocates Investment Management | 10,425 | $235.9K | 0.02% | −139−1.3% | Reduced |
| CWM Advisors, LLC | 10,386 | $235.0K | 0.03% | −701−6.3% | Reduced |
| Stratos Wealth Partners, LTD. | 10,334 | $233.9K | 0.01% | −12,010−53.8% | Reduced |
| Everhart Financial Group, Inc. | 10,249 | $231.9K | 0.12% | −159−1.5% | Reduced |
| SG Americas Securities, LLC | 10,184 | $230.0K | 0.00% | −5,511−35.1% | Reduced |
| Pinnacle Associates Ltd | 10,140 | $229.5K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 9,920 | $224.5K | 0.02% | −15,700−61.3% | Reduced |
| Pendal Group Limited | 9,607 | $217.4K | 0.00% | +9,607 | New |
| KBC Group NV | 9,594 | $217.0K | 0.00% | −27,340−74.0% | Reduced |
| Delta Capital Management LLC | 9,600 | $217.0K | 0.16% | +9,600 | New |
| Farmers & Merchants Trust Co of Long Beach | 9,546 | $216.0K | 0.06% | +9,546 | New |
| Bayesian Capital Management, LP | 9,426 | $213.3K | 0.03% | −8,491−47.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 9,348 | $211.6K | 0.03% | +9,348 | New |
| Evoke Wealth, LLC | 9,121 | $206.4K | 0.01% | +114+1.3% | Added |
| Kestra Advisory Services, LLC | 9,058 | $205.0K | 0.00% | −2,326−20.4% | Reduced |
| Shelton Capital Management | 9,014 | $204.0K | 0.02% | +9,014 | New |
| Forum Financial Management, LP | 9,011 | $203.9K | 0.01% | +9,011 | New |
| S.A. Mason LLC | 8,500 | $192.4K | 0.14% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,419 | $190.5K | 0.03% | −701−7.7% | Reduced |
| Harbor Investment Advisory, LLC | 5,170 | $117.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,680 | $105.0K | 0.00% | −38−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,557 | $103.0K | 0.00% | −4,645−50.5% | Reduced |
| CWM, LLC | 4,384 | $99.0K | 0.00% | +46+1.1% | Added |
| Ci Investments Inc. | 4,214 | $95.0K | 0.00% | −959−18.5% | Reduced |
| TSFG, LLC | 4,139 | $94.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,297 | $86.0K | 0.00% | −1,136−17.7% | Reduced |
| Covestor Ltd | 3,533 | $80.0K | 0.07% | −38−1.1% | Reduced |
| Van Eck Associates Corp | 3,042 | $69.0K | 0.00% | +161+5.6% | Added |
| AdvisorShares Investments LLC | 2,976 | $67.3K | 0.02% | −720−19.5% | Reduced |
| Advisory Services Network, LLC | 2,870 | $65.0K | 0.00% | +2,870 | New |
| Pflug Koory, LLC | 2,805 | $63.0K | 0.04% | −852−23.3% | Reduced |
| Ancora Advisors, LLC | 2,700 | $61.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,247 | $50.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,195 | $49.7K | 0.00% | +2,195 | New |
| Global Retirement Partners, LLC | 2,135 | $48.3K | 0.00% | +1,270+146.8% | Added |
| 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 |
| Accurate Wealth Management, LLC | 2,125 | $47.8K | 0.02% | +2,125 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,790 | $41.0K | 0.00% | +1,790 | New |
| TD Waterhouse Canada Inc. | 1,585 | $39.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,700 | $38.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,700 | $38.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,604 | $36.3K | 0.01% | +7+0.4% | Added |
| Money Concepts Capital Corp | 1,583 | $35.8K | 0.00% | +1,578+31,560.0% | Added |
| Field & Main Bank | 1,500 | $33.9K | 0.02% | 00.0% | Unchanged |
| Motco | 1,417 | $32.1K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,656 | $31.0K | 0.01% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 1,177 | $26.6K | 0.00% | +290+32.7% | Added |
| Fifth Third Bancorp | 1,166 | $26.4K | 0.00% | +251+27.4% | Added |
| Farmers & Merchants Investments Inc | 1,142 | $25.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $22.6K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 989 | $22.4K | 0.00% | +989 | New |
| 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 |
| Arrow Financial Corp | 850 | $19.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 828 | $18.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 814 | $18.4K | 0.00% | −49−5.7% | Reduced |
| Optimum Investment Advisors | 800 | $18.1K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 654 | $14.8K | 0.00% | −35−5.1% | Reduced |
| MRP Capital Investments, LLC | 650 | $14.7K | 0.02% | +650 | New |
| AlphaMark Advisors, LLC | 583 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 582 | $12.9K | 0.01% | +582 | New |
| Goodwin Investment Advisory | 554 | $12.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 545 | $12.3K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 512 | $12.0K | 0.00% | +3+0.6% | Added |
| McIlrath & Eck, LLC | 476 | $10.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 459 | $10.4K | 0.00% | −59−11.4% | Reduced |
| Column Capital Advisors, LLC | 452 | $10.2K | 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 |
| Core Alternative Capital | 423 | $9.58K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 415 | $9.39K | 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 |
| PSI Advisors, LLC | 350 | $7.92K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 310 | $7.03K | 0.00% | +13+4.4% | Added |