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, Q1 2023
Institutional positions in Wendy's Co as of Mar 31, 2023. 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
- 343
- +5 vs. Q4 2022
- Shares held
- 165.3M
- +12.1M (+7.9%) vs. Q4 2022
- Total value
- $3.60B
- +$134.8M (+3.9%) vs. Q4 2022
- New holders
- 48
- 137 more added
- Sold out
- 43
- 94 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 21,705,770 | $472.8M | 12.60% | −3,627,569−14.3% | Reduced |
| BlackRock Inc. | 20,395,661 | $444.2M | 0.01% | +5,039,239+32.8% | Added |
| Vanguard Group Inc | 20,118,649 | $438.2M | 0.01% | +1,713,212+9.3% | Added |
| Massachusetts Financial Services Co | 11,212,080 | $244.2M | 0.08% | −221,562−1.9% | Reduced |
| JPMorgan Chase & Co | 5,989,323 | $130.4M | 0.02% | +142,399+2.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,711,808 | $124.4M | 0.24% | +771,053+15.6% | Added |
| Allspring Global Investments Holdings, LLC | 5,179,206 | $112.8M | 0.19% | +48,021+0.9% | Added |
| State Street Corp | 4,911,667 | $107.0M | 0.01% | +63,549+1.3% | Added |
| Charles Schwab Investment Management Inc | 4,581,637 | $99.8M | 0.03% | +2,487,477+118.8% | Added |
| Dimensional Fund Advisors LP | 4,082,303 | $88.9M | 0.03% | +58,784+1.5% | Added |
| Janus Henderson Group PLC | 3,184,347 | $69.4M | 0.05% | −419,720−11.6% | Reduced |
| Millennium Management LLC | 2,936,462 | $64.0M | 0.07% | +639,740+27.9% | Added |
| Renaissance Technologies LLC | 2,879,282 | $62.7M | 0.08% | +2,267,900+370.9% | Added |
| Price T Rowe Associates Inc | 2,747,261 | $59.8M | 0.01% | +39,386+1.5% | Added |
| Royal Bank of Canada | 2,624,662 | $57.2M | 0.02% | +2,559,582+3,933.0% | Added |
| Geode Capital Management, LLC | 2,539,081 | $55.3M | 0.01% | +87,066+3.6% | Added |
| Macquarie Group Ltd | 2,454,077 | $53.5M | 0.06% | +113,339+4.8% | Added |
| Bank of New York Mellon Corp | 2,128,305 | $46.4M | 0.01% | −12,002−0.6% | Reduced |
| Norges Bank | 2,054,041 | $44.7M | 0.01% | +90,043+4.6% | Added |
| Marshall Wace, LLP | 1,811,205 | $39.4M | 0.10% | +708,312+64.2% | Added |
| Deutsche Bank AG | 1,771,306 | $38.6M | 0.02% | +920.0% | Added |
| Wellington Management Group LLP | 1,490,251 | $32.5M | 0.01% | −166,728−10.1% | Reduced |
| Qube Research & Technologies Ltd | 1,350,726 | $29.4M | 0.17% | +669,855+98.4% | Added |
| Northern Trust Corp | 1,298,758 | $28.3M | 0.01% | +17,013+1.3% | Added |
| Two Sigma Advisers, LP | 1,264,305 | $27.5M | 0.07% | −318,300−20.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,216,151 | $26.5M | 0.51% | −29,746−2.4% | Reduced |
| Bank of America Corp | 1,106,869 | $24.1M | 0.00% | +199,574+22.0% | Added |
| Two Sigma Investments, LP | 1,102,052 | $24.0M | 0.07% | +66,488+6.4% | Added |
| Victory Capital Management Inc | 1,010,230 | $22.0M | 0.02% | +341,902+51.2% | Added |
| Squarepoint Ops LLC | 798,829 | $17.4M | 0.12% | +215,461+36.9% | Added |
| Morgan Stanley | 762,061 | $16.6M | 0.00% | +30,385+4.2% | Added |
| Nuveen Asset Management, LLC | 732,258 | $15.9M | 0.01% | −174,550−19.2% | Reduced |
| Amundi | 704,052 | $15.3M | 0.01% | +75,688+12.0% | Added |
| Principal Financial Group Inc | 675,681 | $14.7M | 0.01% | +1,761+0.3% | Added |
| NFJ Investment Group, LLC | 663,416 | $14.4M | 0.39% | −58,814−8.1% | Reduced |
| Voya Investment Management LLC | 661,774 | $14.4M | 0.02% | −742−0.1% | Reduced |
| Citadel Advisors LLC | 640,063 | $13.9M | 0.02% | +528,275+472.6% | Added |
| First Trust Advisors LP | 625,698 | $13.6M | 0.02% | +448,060+252.2% | Added |
| Creative Planning | 583,078 | $12.7M | 0.02% | +400,686+219.7% | Added |
| Jane Street Group, LLC | 527,860 | $11.5M | 0.02% | +461,111+690.8% | Added |
| Arrowstreet Capital, Limited Partnership | 526,346 | $11.5M | 0.01% | +322,018+157.6% | Added |
| Rhumbline Advisers | 519,527 | $11.3M | 0.01% | +13,561+2.7% | Added |
| Retirement Systems of Alabama | 508,175 | $11.1M | 0.05% | +283,555+126.2% | Added |
| California Public Employees Retirement System | 507,839 | $11.1M | 0.01% | +276,489+119.5% | Added |
| Los Angeles Capital Management LLC | 440,463 | $9.59M | 0.04% | +440,463 | New |
| Invesco Ltd. | 427,635 | $9.31M | 0.00% | −212,789−33.2% | Reduced |
| Nicholas Company, Inc. | 427,485 | $9.31M | 0.19% | +400.0% | Added |
| Assenagon Asset Management S.A. | 401,091 | $8.74M | 0.03% | −1,425,750−78.0% | Reduced |
| Swiss National Bank | 390,800 | $8.51M | 0.01% | −46,000−10.5% | Reduced |
| Ameriprise Financial Inc | 361,313 | $7.87M | 0.00% | +131,329+57.1% | Added |
| Schonfeld Strategic Advisors LLC | 351,664 | $7.66M | 0.07% | −1,235,332−77.8% | Reduced |
| SEI Investments Co | 328,918 | $7.16M | 0.01% | +314,559+2,190.7% | Added |
| Goldman Sachs Group Inc | 292,096 | $6.36M | 0.00% | −322,113−52.4% | Reduced |
| UBS Asset Management Americas Inc | 286,607 | $6.24M | 0.00% | −2,103−0.7% | Reduced |
| Legal & General Group Plc | 281,053 | $6.12M | 0.00% | +1,334+0.5% | Added |
| AQR Capital Management LLC | 269,232 | $5.81M | 0.01% | +169,289+169.4% | Added |
| American International Group, Inc. | 263,780 | $5.75M | 0.04% | −2,500−0.9% | Reduced |
| Federated Hermes, Inc. | 263,775 | $5.75M | 0.01% | +184,391+232.3% | Added |
| State Board of Administration of Florida Retirement System | 257,230 | $5.60M | 0.01% | +17,682+7.4% | Added |
| New York State Teachers Retirement System | 233,091 | $5.08M | 0.01% | −700−0.3% | Reduced |
| Alliancebernstein L.P. | 227,944 | $4.96M | 0.00% | −16,782−6.9% | Reduced |
| California State Teachers Retirement System | 222,906 | $4.85M | 0.01% | −2,967−1.3% | Reduced |
| Credit Suisse AG | 221,244 | $4.82M | 0.00% | +2,216+1.0% | Added |
| D. E. Shaw & Co., Inc. | 212,416 | $4.63M | 0.01% | +114,182+116.2% | Added |
| Voloridge Investment Management, LLC | 206,269 | $4.49M | 0.02% | +206,269 | New |
| Envestnet Asset Management Inc | 200,117 | $4.36M | 0.00% | +5,631+2.9% | Added |
| Nine27 Capital Management, LP | 200,000 | $4.36M | 4.76% | +200,000 | New |
| Boothbay Fund Management, LLC | 194,805 | $4.24M | 0.12% | +122,171+168.2% | Added |
| New York State Common Retirement Fund | 193,786 | $4.22M | 0.01% | +240.0% | Added |
| Thrivent Financial for Lutherans | 173,394 | $3.78M | 0.01% | +128,000+282.0% | Added |
| Canada Pension Plan Investment Board | 170,700 | $3.72M | 0.01% | +51,455+43.2% | Added |
| Natixis | 160,800 | $3.50M | 0.03% | +160,800 | New |
| Texas Permanent School Fund | 151,893 | $3.31M | 0.03% | +37,321+32.6% | Added |
| Holocene Advisors, LP | 148,947 | $3.24M | 0.02% | +99,929+203.9% | Added |
| Concentric Capital Strategies, LP | 145,078 | $3.16M | 1.06% | +95,560+193.0% | Added |
| Barclays PLC | 143,603 | $3.13M | 0.00% | −14,125−9.0% | Reduced |
| Gotham Asset Management, LLC | 140,614 | $3.06M | 0.07% | +82,011+139.9% | Added |
| Mutual of America Capital Management LLC | 137,130 | $2.99M | 0.04% | −2,878−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 134,337 | $2.93M | 0.00% | −5,234−3.8% | Reduced |
| Great West Life Assurance Co | 133,467 | $2.90M | 0.01% | −2,127−1.6% | Reduced |
| Winton Group Ltd | 129,193 | $2.81M | 0.17% | −17,154−11.7% | Reduced |
| Amalgamated Bank | 125,650 | $2.74M | 0.02% | −25,566−16.9% | Reduced |
| FMR LLC | 124,631 | $2.71M | 0.00% | −332,933−72.8% | Reduced |
| Gabelli Funds LLC | 117,000 | $2.55M | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 116,577 | $2.54M | 0.07% | +116,577 | New |
| Neuberger Berman Group LLC | 114,198 | $2.49M | 0.00% | −14,031−10.9% | Reduced |
| North Star Investment Management Corp. | 114,034 | $2.48M | 0.20% | +41,489+57.2% | Added |
| UBS Group AG | 112,981 | $2.46M | 0.00% | −39,131−25.7% | Reduced |
| Captrust Financial Advisors | 112,276 | $2.45M | 0.01% | +788+0.7% | Added |
| Wells Fargo & Company | 111,576 | $2.43M | 0.00% | +2,894+2.7% | Added |
| MetLife Investment Management | 111,307 | $2.42M | 0.02% | −2,780−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 106,264 | $2.31M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 102,686 | $2.24M | 0.04% | +102,686 | New |
| Dean Investment Associates, LLC | 99,161 | $2.16M | 0.35% | +4,677+5.0% | Added |
| VELA Investment Management, LLC | 95,702 | $2.08M | 0.95% | +14,229+17.5% | Added |
| Aigen Investment Management, LP | 92,637 | $2.02M | 0.28% | +92,637 | New |
| Susquehanna Fundamental Investments, LLC | 91,959 | $2.00M | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 91,720 | $2.00M | 0.08% | +35,949+64.5% | Added |
| Shufro Rose & Co LLC | 91,311 | $1.99M | 0.18% | −8,070−8.1% | Reduced |
| Public Employees Retirement System of Ohio | 87,788 | $1.91M | 0.01% | −2,650−2.9% | Reduced |