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 |
|---|---|---|---|---|---|
| Cribstone Capital Management, LLC | 300 | $6.79K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 295 | $6.68K | 0.00% | −114−27.9% | Reduced |
| 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 |
| Abound Wealth Management | 226 | $5.11K | 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 |
| Kelly Financial Services LLC | 200 | $4.53K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,050 | $4.31K | 0.00% | +1,050 | New |
| First Manhattan Co | 184 | $4.16K | 0.00% | +155+534.5% | Added |
| TD Ameritrade Investment Management, LLC | 180 | $4.00K | 0.00% | −222−55.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 157 | $3.55K | 0.00% | +57+57.0% | Added |
| Tradition Wealth Management, LLC | 127 | $3.00K | 0.00% | +127 | New |
| Harbour Investments, Inc. | 122 | $2.76K | 0.00% | −578−82.6% | Reduced |
| JFS Wealth Advisors, LLC | 119 | $2.69K | 0.00% | +6+5.3% | Added |
| Schubert & Co | 112 | $2.54K | 0.00% | −2−1.8% | Reduced |
| Bell Investment Advisors, Inc | 90 | $2.04K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 88 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 82 | $1.87K | 0.00% | −504−86.0% | Reduced |
| Gradient Investments LLC | 76 | $1.72K | 0.00% | +76 | New |
| Hoey Investments, Inc | 75 | $1.70K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 69 | $1.56K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 65 | $1.47K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $1.11K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 48 | $1.08K | 0.00% | +1+2.1% | Added |
| Earnest Partners LLC | 45 | $1.02K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $1.02K | 0.00% | +45 | New |
| 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 |
| SJS Investment Consulting Inc. | 43 | $973 | 0.00% | +22+104.8% | Added |
| Disciplined Investments, LLC | 42 | $950 | 0.00% | +11+35.5% | Added |
| Rosenberg Matthew Hamilton | 37 | $837 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 34 | $769 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $702 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $640 | 0.01% | +23 | New |
| IAG Wealth Partners, LLC | 27 | $611 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $475 | 0.00% | +21 | New |
| Laurel Wealth Advisors LLC | 15 | $340 | 0.00% | +15 | New |
| TCI Wealth Advisors, Inc. | 12 | $272 | 0.00% | +1+9.1% | Added |
| Leonteq Securities AG | 10 | $226 | 0.00% | −3,275−99.7% | Reduced |
| Larson Financial Group LLC | 7 | $158 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |