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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 6,334 | $138.0K | 0.00% | +5,520+678.1% | Added |
| IFP Advisors, Inc | 9,275 | $149.2K | 0.01% | +3,978+75.1% | Added |
| Advisory Services Network, LLC | 7,450 | $162.3K | 0.00% | +4,580+159.6% | Added |
| S.A. Mason LLC | 7,500 | $163.3K | 0.12% | −1,000−11.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,592 | $165.0K | 0.01% | +3,035+66.6% | Added |
| Walleye Trading LLC | 8,129 | $177.1K | 0.01% | −114,679−93.4% | Reduced |
| Pacer Advisors, Inc. | 8,160 | $177.7K | 0.00% | −24,504−75.0% | Reduced |
| PDS Planning, Inc | 8,419 | $183.4K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 9,054 | $192.0K | 0.00% | +7,264+405.8% | Added |
| ARS Wealth Advisors Group, LLC | 9,348 | $203.6K | 0.04% | 00.0% | Unchanged |
| Utah Retirement Systems | 9,400 | $204.7K | 0.00% | −21,769−69.8% | Reduced |
| Perpetual Ltd | 9,434 | $205.5K | 0.00% | +9,434 | New |
| Delta Capital Management LLC | 9,600 | $209.0K | 0.15% | 00.0% | Unchanged |
| KBC Group NV | 9,594 | $209.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,827 | $214.0K | 0.02% | +9,827 | New |
| ProShare Advisors LLC | 10,138 | $220.8K | 0.00% | −693−6.4% | Reduced |
| Everhart Financial Group, Inc. | 10,249 | $223.2K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,334 | $225.1K | 0.01% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 10,404 | $226.6K | 0.09% | +10,404 | New |
| United Services Automobile Association | 10,469 | $228.0K | 0.01% | −8,414−44.6% | Reduced |
| Pinnacle Associates Ltd | 10,473 | $228.1K | 0.00% | +333+3.3% | Added |
| Prudential Financial Inc | 10,590 | $230.7K | 0.00% | −190−1.8% | Reduced |
| Petrus Trust Company, LTA | 10,601 | $230.9K | 0.03% | +10,601 | New |
| First National Trust Co | 10,625 | $231.4K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 10,879 | $236.9K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,933 | $238.1K | 0.00% | −430−3.8% | Reduced |
| Kula Investments, LLC | 10,984 | $239.2K | 0.06% | +10,984 | New |
| Beverly Hills Private Wealth, LLC | 11,000 | $239.6K | 0.07% | +11,000 | New |
| Contravisory Investment Management, Inc. | 11,150 | $242.8K | 0.07% | +11,150 | New |
| Edgestream Partners, L.P. | 11,270 | $245.5K | 0.03% | −77,945−87.4% | Reduced |
| Johnson Investment Counsel Inc | 11,425 | $248.8K | 0.00% | −295−2.5% | Reduced |
| Capital Investment Advisors, LLC | 11,480 | $250.0K | 0.01% | −99−0.9% | Reduced |
| XTX Topco Ltd | 12,015 | $261.7K | 0.05% | +12,015 | New |
| Janney Montgomery Scott LLC | 12,345 | $269.0K | 0.00% | +975+8.6% | Added |
| Proequities, Inc. | 12,365 | $269.3K | 0.02% | +12,365 | New |
| CWM Advisors, LLC | 12,498 | $272.2K | 0.03% | +2,112+20.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $274.0K | 0.11% | +2,000+18.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,702 | $276.6K | 0.00% | +12,702 | New |
| My Legacy Advisors, LLC | 12,938 | $280.8K | 0.12% | +12,938 | New |
| Nisa Investment Advisors, LLC | 13,428 | $292.0K | 0.00% | +11,300+531.0% | Added |
| Maryland State Retirement & Pension System | 13,617 | $296.6K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,632 | $296.9K | 0.01% | −1,046−7.1% | Reduced |
| Shell Asset Management Co | 13,632 | $297.0K | 0.01% | −48−0.4% | Reduced |
| Becker Capital Management Inc | 13,765 | $299.8K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 13,863 | $302.0K | 0.00% | −461−3.2% | Reduced |
| Financial Advocates Investment Management | 14,071 | $306.5K | 0.02% | +3,646+35.0% | Added |
| Wedbush Securities Inc | 14,446 | $315.0K | 0.02% | −207−1.4% | Reduced |
| HB Wealth Management, LLC | 14,583 | $317.6K | 0.01% | +55+0.4% | Added |
| Quantinno Capital Management LP | 14,669 | $319.0K | 0.02% | −61−0.4% | Reduced |
| Wesbanco Bank Inc | 14,656 | $319.0K | 0.01% | +14,656 | New |
| Eagle Harbor Asset Management Inc | 14,846 | $323.3K | 0.44% | +4,318+41.0% | Added |
| 1st Source Bank | 15,085 | $328.6K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,189 | $330.8K | 0.00% | +3,012+24.7% | Added |
| FSM Wealth Advisors, LLC | 15,300 | $333.2K | 0.19% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 15,473 | $337.0K | 0.03% | +15,473 | New |
| Securian Asset Management, Inc | 15,520 | $338.0K | 0.01% | −140−0.9% | Reduced |
| King Wealth | 15,758 | $343.0K | 0.08% | −810−4.9% | Reduced |
| MQS Management LLC | 16,091 | $350.5K | 0.22% | +16,091 | New |
| Hantz Financial Services, Inc. | 16,377 | $357.0K | 0.01% | +893+5.8% | Added |
| Mariner, LLC | 16,422 | $357.0K | 0.00% | +1,117+7.3% | Added |
| Russell Investments Group, Ltd. | 16,448 | $358.2K | 0.00% | +86+0.5% | Added |
| Huntington National Bank | 16,584 | $361.2K | 0.00% | +1,599+10.7% | Added |
| Private Wealth Strategies, L.L.C. | 17,077 | $371.9K | 0.09% | +10.0% | Added |
| Crossmark Global Holdings, Inc. | 17,111 | $373.0K | 0.01% | +51+0.3% | Added |
| SageView Advisory Group, LLC | 17,242 | $375.5K | 0.02% | +17,242 | New |
| Raymond James Financial Services Advisors, Inc. | 17,446 | $380.0K | 0.00% | −59−0.3% | Reduced |
| Cetera Advisor Networks LLC | 17,644 | $384.3K | 0.00% | +3,980+29.1% | Added |
| SG Americas Securities, LLC | 18,229 | $397.0K | 0.01% | +8,045+79.0% | Added |
| First Republic Investment Management, Inc. | 19,267 | $419.6K | 0.00% | +37+0.2% | Added |
| Pictet Asset Management SA | 19,382 | $422.1K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 20,338 | $443.0K | 0.18% | +20,338 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 20,535 | $447.3K | 0.01% | −34,606−62.8% | Reduced |
| We Are One Seven, LLC | 21,270 | $463.3K | 0.03% | +71+0.3% | Added |
| Paradigm Financial Partners, LLC | 22,225 | $484.1K | 0.13% | +22,225 | New |
| Citigroup Inc | 22,251 | $484.6K | 0.00% | −3,405−13.3% | Reduced |
| The PNC Financial Services Group, Inc. | 22,321 | $486.2K | 0.00% | +1,633+7.9% | Added |
| Williams Jones Wealth Management, LLC. | 22,500 | $490.1K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 22,724 | $495.0K | 0.01% | +22,724 | New |
| State of Wisconsin Investment Board | 22,817 | $497.0K | 0.00% | +269+1.2% | Added |
| Advisors Preferred, LLC | 22,637 | $504.4K | 0.17% | +22,637 | New |
| State of Alaska, Department of Revenue | 23,477 | $511.0K | 0.01% | −140−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 23,587 | $513.7K | 0.02% | +3,664+18.4% | Added |
| Axq Capital, LP | 23,730 | $516.8K | 0.21% | +7,331+44.7% | Added |
| Public Employees Retirement Association of Colorado | 23,805 | $518.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 24,611 | $536.0K | 0.00% | +1,492+6.5% | Added |
| Prelude Capital Management, LLC | 25,304 | $551.1K | 0.04% | +9,536+60.5% | Added |
| Illinois Municipal Retirement Fund | 26,504 | $577.0K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 27,215 | $593.0K | 0.01% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 27,854 | $607.0K | 0.45% | +43+0.2% | Added |
| Pacific Global Investment Management CO | 27,968 | $609.1K | 0.13% | −406−1.4% | Reduced |
| Allianz Asset Management GmbH | 28,041 | $610.7K | 0.00% | +4,185+17.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,062 | $611.2K | 0.00% | +3,791+15.6% | Added |
| CI Private Wealth, LLC | 28,308 | $616.5K | 0.00% | +5,061+21.8% | Added |
| Campbell & CO Investment Adviser LLC | 30,369 | $661.4K | 0.12% | +30,369 | New |
| Handelsbanken Fonder AB | 30,757 | $670.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 31,575 | $670.3K | 0.00% | +164+0.5% | Added |
| New Mexico Educational Retirement Board | 30,900 | $673.0K | 0.03% | +4,000+14.9% | Added |
| Mercer Global Advisors Inc | 31,308 | $682.0K | 0.00% | −1,450−4.4% | Reduced |
| Stephens Inc | 31,654 | $689.4K | 0.01% | +2,294+7.8% | Added |
| Linden Thomas Advisory Services, LLC | 32,190 | $701.1K | 0.17% | +5,056+18.6% | Added |