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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 4 | $87 | 0.00% | −3−42.9% | Reduced |
| Eukles Asset Management | 6 | $131 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $152 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $175 | 0.00% | −80−90.9% | Reduced |
| TCI Wealth Advisors, Inc. | 11 | $240 | 0.00% | −1−8.3% | Reduced |
| Laurel Wealth Advisors LLC | 15 | $327 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $392 | 0.00% | −277−93.9% | Reduced |
| Baker Avenue Asset Management, LP | 21 | $457 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 26 | $566 | 0.00% | −39−60.0% | Reduced |
| IAG Wealth Partners, LLC | 27 | $588 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 29 | $631 | 0.00% | −155−84.2% | Reduced |
| Versant Capital Management, Inc | 31 | $658 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $719 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 36 | $784 | 0.00% | −6−14.3% | Reduced |
| Rosenberg Matthew Hamilton | 37 | $806 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $872 | 0.00% | −3−7.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $915 | 0.00% | +42 | New |
| Earnest Partners LLC | 45 | $980 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 47 | $1.02K | 0.00% | +2+4.4% | Added |
| HighMark Wealth Management LLC | 48 | $1.05K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $1.07K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 75 | $1.63K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 79 | $1.72K | 0.00% | +10+14.5% | Added |
| Ronald Blue Trust, Inc. | 90 | $2.00K | 0.00% | +55+157.1% | Added |
| Caldwell Sutter Capital, Inc. | 100 | $2.18K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 108 | $2.35K | 0.00% | −11−9.2% | Reduced |
| Schubert & Co | 108 | $2.35K | 0.00% | −4−3.6% | Reduced |
| Bell Investment Advisors, Inc | 114 | $2.48K | 0.00% | +24+26.7% | Added |
| Fortis Capital Advisors, LLC | 125 | $2.72K | 0.00% | +125 | New |
| TD Ameritrade Investment Management, LLC | 138 | $3.00K | 0.00% | −42−23.3% | Reduced |
| Tradition Wealth Management, LLC | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 150 | $3.00K | 0.00% | +78+108.3% | Added |
| Farther Finance Advisors, LLC | 147 | $3.20K | 0.00% | +147 | New |
| Blue Bell Private Wealth Management, LLC | 157 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 190 | $4.00K | 0.00% | +190 | New |
| Kelly Financial Services LLC | 200 | $4.36K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 212 | $4.50K | 0.00% | +212 | New |
| First Command Bank | 218 | $4.75K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 218 | $4.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $4.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | −115−31.4% | Reduced |
| Baystate Wealth Management LLC | 316 | $6.88K | 0.00% | −196−38.3% | Reduced |
| First Community Trust NA | 350 | $7.62K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 361 | $8.03K | 0.00% | +361 | New |
| Financial Management Professionals, Inc. | 425 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 415 | $9.04K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 425 | $9.26K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 442 | $9.63K | 0.01% | +442 | New |
| Column Capital Advisors, LLC | 452 | $9.85K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 476 | $10.4K | 0.00% | +53+12.5% | Added |
| Quadrant Capital Group LLC | 494 | $10.8K | 0.00% | −160−24.5% | Reduced |
| Spire Wealth Management | 500 | $10.9K | 0.00% | +500 | New |
| Belpointe Asset Management LLC | 505 | $11.0K | 0.00% | +505 | New |
| Cutler Group LP | 541 | $11.0K | 0.00% | +151+38.7% | Added |
| Quent Capital, LLC | 545 | $11.9K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 583 | $13.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 645 | $14.1K | 0.00% | +335+108.1% | Added |
| Arrow Financial Corp | 670 | $14.6K | 0.00% | −180−21.2% | Reduced |
| McIlrath & Eck, LLC | 699 | $15.2K | 0.00% | +223+46.8% | Added |
| Pittenger & Anderson Inc | 750 | $16.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 754 | $16.4K | 0.00% | +744+7,440.0% | Added |
| Signaturefd, LLC | 764 | $16.6K | 0.00% | +305+66.4% | Added |
| Princeton Global Asset Management LLC | 800 | $17.4K | 0.01% | −154−16.1% | Reduced |
| Optimum Investment Advisors | 800 | $17.4K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 800 | $17.4K | 0.02% | +800 | New |
| GWM Advisors LLC | 853 | $18.6K | 0.00% | −197−18.8% | Reduced |
| FinTrust Capital Advisors, LLC | 828 | $18.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 980 | $21.4K | 0.00% | −624−38.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,142 | $24.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,177 | $25.6K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,225 | $26.7K | 0.01% | +1,225 | New |
| Benjamin F. Edwards & Company, Inc. | 1,241 | $27.0K | 0.00% | +256+26.0% | Added |
| Strategic Investment Solutions, Inc. | 1,390 | $30.3K | 0.01% | +1,390 | New |
| Advisors Asset Management, Inc. | 1,392 | $30.3K | 0.00% | +1,392 | New |
| Motco | 1,417 | $30.9K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,500 | $32.7K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,685 | $36.7K | 0.01% | +29+1.8% | Added |
| Bartlett & Co. LLC | 1,700 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,700 | $37.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,585 | $39.9K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 1,866 | $40.6K | 0.00% | +877+88.7% | Added |
| Fifth Third Bancorp | 2,035 | $44.3K | 0.00% | +869+74.5% | Added |
| Hazlett, Burt & Watson, Inc. | 2,125 | $46.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,147 | $46.8K | 0.00% | −100−4.5% | Reduced |
| Global Retirement Partners, LLC | 2,196 | $48.1K | 0.00% | +61+2.9% | Added |
| Ancora Advisors, LLC | 2,700 | $58.8K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,805 | $61.1K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,012 | $65.6K | 0.01% | +3,012 | New |
| Van Eck Associates Corp | 3,127 | $68.0K | 0.00% | +85+2.8% | Added |
| Allworth Financial LP | 3,137 | $68.3K | 0.00% | +3,055+3,725.6% | Added |
| Group One Trading, L.P. | 3,317 | $72.2K | 0.00% | +3,317 | New |
| Covestor Ltd | 3,519 | $77.0K | 0.07% | −14−0.4% | Reduced |
| Dark Forest Capital Management LP | 3,707 | $80.7K | 0.02% | +3,707 | New |
| TSFG, LLC | 4,139 | $90.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,244 | $92.0K | 0.00% | +30+0.7% | Added |
| CWM, LLC | 4,252 | $93.0K | 0.00% | −132−3.0% | Reduced |
| State of Wyoming | 4,733 | $103.1K | 0.03% | −6,659−58.5% | Reduced |
| AdvisorShares Investments LLC | 4,976 | $108.4K | 0.03% | +2,000+67.2% | Added |
| Harbor Investment Advisory, LLC | 5,170 | $112.6K | 0.02% | 00.0% | Unchanged |