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 |
|---|---|---|---|---|---|
| First Community Trust NA | 350 | $7.62K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 316 | $6.88K | 0.00% | −196−38.3% | Reduced |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | −115−31.4% | Reduced |
| Abound Wealth Management | 226 | $4.92K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 218 | $4.75K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 218 | $4.75K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 212 | $4.50K | 0.00% | +212 | New |
| Kelly Financial Services LLC | 200 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 190 | $4.00K | 0.00% | +190 | New |
| Blue Bell Private Wealth Management, LLC | 157 | $3.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 147 | $3.20K | 0.00% | +147 | 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 |
| Fortis Capital Advisors, LLC | 125 | $2.72K | 0.00% | +125 | New |
| Bell Investment Advisors, Inc | 114 | $2.48K | 0.00% | +24+26.7% | Added |
| JFS Wealth Advisors, LLC | 108 | $2.35K | 0.00% | −11−9.2% | Reduced |
| Schubert & Co | 108 | $2.35K | 0.00% | −4−3.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $2.18K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 90 | $2.00K | 0.00% | +55+157.1% | Added |
| Glassman Wealth Services | 79 | $1.72K | 0.00% | +10+14.5% | Added |
| Hoey Investments, Inc | 75 | $1.63K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $1.07K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 48 | $1.05K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 47 | $1.02K | 0.00% | +2+4.4% | Added |
| Earnest Partners LLC | 45 | $980 | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $915 | 0.00% | +42 | New |
| SJS Investment Consulting Inc. | 40 | $872 | 0.00% | −3−7.0% | Reduced |
| Rosenberg Matthew Hamilton | 37 | $806 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 36 | $784 | 0.00% | −6−14.3% | Reduced |
| Massmutual Trust Co FSB | 33 | $719 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $658 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 29 | $631 | 0.00% | −155−84.2% | Reduced |
| IAG Wealth Partners, LLC | 27 | $588 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 26 | $566 | 0.00% | −39−60.0% | Reduced |
| Baker Avenue Asset Management, LP | 21 | $457 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $392 | 0.00% | −277−93.9% | Reduced |
| Laurel Wealth Advisors LLC | 15 | $327 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 11 | $240 | 0.00% | −1−8.3% | Reduced |
| Tradewinds Capital Management, LLC | 8 | $175 | 0.00% | −80−90.9% | Reduced |
| Larson Financial Group LLC | 7 | $152 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 6 | $131 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $87 | 0.00% | −3−42.9% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −951,713−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −689,961−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −422,700−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −276,009−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −240,139−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −147,234−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −130,623−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −105,600−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −75,112−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −61,259−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −56,130−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −48,637−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −34,106−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −27,129−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −24,740−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −23,497−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −16,606−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −14,898−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −14,613−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −13,957−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −11,466−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −9,920−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −9,546−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,426−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −9,121−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −9,058−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −9,014−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −9,011−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,680−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Stormborn Capital Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| True Signal LP | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |
| Pendal Group Limited | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| Cribstone Capital Management, LLC | – | – | – | – | Not filed |
| Red Cedar Capital, LLC | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |