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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 13,632 | $297.0K | 0.01% | −48−0.4% | Reduced |
| Oppenheimer & Co Inc | 13,632 | $296.9K | 0.01% | −1,046−7.1% | Reduced |
| Maryland State Retirement & Pension System | 13,617 | $296.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13,428 | $292.0K | 0.00% | +11,300+531.0% | Added |
| My Legacy Advisors, LLC | 12,938 | $280.8K | 0.12% | +12,938 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 12,702 | $276.6K | 0.00% | +12,702 | New |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $274.0K | 0.11% | +2,000+18.2% | Added |
| CWM Advisors, LLC | 12,498 | $272.2K | 0.03% | +2,112+20.3% | Added |
| Proequities, Inc. | 12,365 | $269.3K | 0.02% | +12,365 | New |
| Janney Montgomery Scott LLC | 12,345 | $269.0K | 0.00% | +975+8.6% | Added |
| XTX Topco Ltd | 12,015 | $261.7K | 0.05% | +12,015 | New |
| Capital Investment Advisors, LLC | 11,480 | $250.0K | 0.01% | −99−0.9% | Reduced |
| Johnson Investment Counsel Inc | 11,425 | $248.8K | 0.00% | −295−2.5% | Reduced |
| Edgestream Partners, L.P. | 11,270 | $245.5K | 0.03% | −77,945−87.4% | Reduced |
| Contravisory Investment Management, Inc. | 11,150 | $242.8K | 0.07% | +11,150 | New |
| Beverly Hills Private Wealth, LLC | 11,000 | $239.6K | 0.07% | +11,000 | New |
| Kula Investments, LLC | 10,984 | $239.2K | 0.06% | +10,984 | New |
| Baird Financial Group, Inc. | 10,933 | $238.1K | 0.00% | −430−3.8% | Reduced |
| Henshaw Capital LLC | 10,879 | $236.9K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 10,625 | $231.4K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 10,601 | $230.9K | 0.03% | +10,601 | New |
| Prudential Financial Inc | 10,590 | $230.7K | 0.00% | −190−1.8% | Reduced |
| Pinnacle Associates Ltd | 10,473 | $228.1K | 0.00% | +333+3.3% | Added |
| United Services Automobile Association | 10,469 | $228.0K | 0.01% | −8,414−44.6% | Reduced |
| Whitcomb & Hess, Inc. | 10,404 | $226.6K | 0.09% | +10,404 | New |
| Stratos Wealth Partners, LTD. | 10,334 | $225.1K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 10,249 | $223.2K | 0.10% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,138 | $220.8K | 0.00% | −693−6.4% | Reduced |
| Quantbot Technologies LP | 9,827 | $214.0K | 0.02% | +9,827 | 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 |
| Perpetual Ltd | 9,434 | $205.5K | 0.00% | +9,434 | New |
| Utah Retirement Systems | 9,400 | $204.7K | 0.00% | −21,769−69.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 9,348 | $203.6K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 9,054 | $192.0K | 0.00% | +7,264+405.8% | Added |
| PDS Planning, Inc | 8,419 | $183.4K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 8,160 | $177.7K | 0.00% | −24,504−75.0% | Reduced |
| Walleye Trading LLC | 8,129 | $177.1K | 0.01% | −114,679−93.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,592 | $165.0K | 0.01% | +3,035+66.6% | Added |
| S.A. Mason LLC | 7,500 | $163.3K | 0.12% | −1,000−11.8% | Reduced |
| Advisory Services Network, LLC | 7,450 | $162.3K | 0.00% | +4,580+159.6% | Added |
| IFP Advisors, Inc | 9,275 | $149.2K | 0.01% | +3,978+75.1% | Added |
| Steward Partners Investment Advisory, LLC | 6,334 | $138.0K | 0.00% | +5,520+678.1% | Added |
| Harbor Investment Advisory, LLC | 5,170 | $112.6K | 0.02% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,976 | $108.4K | 0.03% | +2,000+67.2% | Added |
| State of Wyoming | 4,733 | $103.1K | 0.03% | −6,659−58.5% | Reduced |
| CWM, LLC | 4,252 | $93.0K | 0.00% | −132−3.0% | Reduced |
| Ci Investments Inc. | 4,244 | $92.0K | 0.00% | +30+0.7% | Added |
| TSFG, LLC | 4,139 | $90.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,707 | $80.7K | 0.02% | +3,707 | New |
| Covestor Ltd | 3,519 | $77.0K | 0.07% | −14−0.4% | Reduced |
| Group One Trading, L.P. | 3,317 | $72.2K | 0.00% | +3,317 | New |
| Allworth Financial LP | 3,137 | $68.3K | 0.00% | +3,055+3,725.6% | Added |
| Van Eck Associates Corp | 3,127 | $68.0K | 0.00% | +85+2.8% | Added |
| International Assets Investment Management, LLC | 3,012 | $65.6K | 0.01% | +3,012 | New |
| Pflug Koory, LLC | 2,805 | $61.1K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,700 | $58.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,196 | $48.1K | 0.00% | +61+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,147 | $46.8K | 0.00% | −100−4.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,125 | $46.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,035 | $44.3K | 0.00% | +869+74.5% | Added |
| Fred Alger Management, LLC | 1,866 | $40.6K | 0.00% | +877+88.7% | Added |
| TD Waterhouse Canada Inc. | 1,585 | $39.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,700 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,700 | $37.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,685 | $36.7K | 0.01% | +29+1.8% | Added |
| Field & Main Bank | 1,500 | $32.7K | 0.02% | 00.0% | Unchanged |
| Motco | 1,417 | $30.9K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,392 | $30.3K | 0.00% | +1,392 | New |
| Strategic Investment Solutions, Inc. | 1,390 | $30.3K | 0.01% | +1,390 | New |
| Benjamin F. Edwards & Company, Inc. | 1,241 | $27.0K | 0.00% | +256+26.0% | Added |
| Ahrens Investment Partners LLC | 1,225 | $26.7K | 0.01% | +1,225 | New |
| Lindbrook Capital, LLC | 1,177 | $25.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,142 | $24.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 980 | $21.4K | 0.00% | −624−38.9% | Reduced |
| FinTrust Capital Advisors, LLC | 828 | $18.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 853 | $18.6K | 0.00% | −197−18.8% | Reduced |
| 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 |
| Signaturefd, LLC | 764 | $16.6K | 0.00% | +305+66.4% | Added |
| Leonteq Securities AG | 754 | $16.4K | 0.00% | +744+7,440.0% | Added |
| Pittenger & Anderson Inc | 750 | $16.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 699 | $15.2K | 0.00% | +223+46.8% | Added |
| Arrow Financial Corp | 670 | $14.6K | 0.00% | −180−21.2% | Reduced |
| Parallel Advisors, LLC | 645 | $14.1K | 0.00% | +335+108.1% | Added |
| AlphaMark Advisors, LLC | 583 | $13.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 545 | $11.9K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 541 | $11.0K | 0.00% | +151+38.7% | Added |
| Belpointe Asset Management LLC | 505 | $11.0K | 0.00% | +505 | New |
| Spire Wealth Management | 500 | $10.9K | 0.00% | +500 | New |
| Quadrant Capital Group LLC | 494 | $10.8K | 0.00% | −160−24.5% | Reduced |
| Core Alternative Capital | 476 | $10.4K | 0.00% | +53+12.5% | Added |
| Column Capital Advisors, LLC | 452 | $9.85K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 442 | $9.63K | 0.01% | +442 | New |
| Umb Bank N A | 425 | $9.26K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 415 | $9.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 361 | $8.03K | 0.00% | +361 | New |