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, Q2 2023
Institutional positions in Wendy's Co as of Jun 30, 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
- 360
- +19 vs. Q1 2023
- Shares held
- 164.0M
- −1.26M (−0.8%) vs. Q1 2023
- Total value
- $3.57B
- −$34.0M (−0.9%) vs. Q1 2023
- New holders
- 55
- 125 more added
- Sold out
- 36
- 107 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 20,732,628 | $450.9M | 11.62% | −973,142−4.5% | Reduced |
| BlackRock Inc. | 20,510,492 | $446.1M | 0.01% | +114,831+0.6% | Added |
| Vanguard Group Inc | 19,085,872 | $415.1M | 0.01% | −1,032,777−5.1% | Reduced |
| Massachusetts Financial Services Co | 11,080,205 | $241.0M | 0.08% | −131,875−1.2% | Reduced |
| JPMorgan Chase & Co | 5,933,749 | $129.1M | 0.01% | −55,574−0.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,600,304 | $121.8M | 0.23% | −111,504−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,199,890 | $113.1M | 0.18% | +20,684+0.4% | Added |
| State Street Corp | 4,903,059 | $106.6M | 0.01% | −8,608−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 4,657,392 | $101.3M | 0.03% | +75,755+1.7% | Added |
| Dimensional Fund Advisors LP | 4,087,070 | $88.9M | 0.03% | +4,767+0.1% | Added |
| Janus Henderson Group PLC | 3,331,731 | $72.5M | 0.05% | +147,384+4.6% | Added |
| Royal Bank of Canada | 3,095,476 | $67.3M | 0.02% | +470,814+17.9% | Added |
| Price T Rowe Associates Inc | 2,755,648 | $59.9M | 0.01% | +8,387+0.3% | Added |
| Geode Capital Management, LLC | 2,669,901 | $58.1M | 0.01% | +130,820+5.2% | Added |
| Millennium Management LLC | 2,450,946 | $53.3M | 0.06% | −485,516−16.5% | Reduced |
| Bank of New York Mellon Corp | 2,104,900 | $45.8M | 0.01% | −23,405−1.1% | Reduced |
| Two Sigma Advisers, LP | 2,075,805 | $45.1M | 0.11% | +811,500+64.2% | Added |
| Macquarie Group Ltd | 1,973,987 | $42.9M | 0.05% | −480,090−19.6% | Reduced |
| Deutsche Bank AG | 1,777,912 | $38.7M | 0.02% | +6,606+0.4% | Added |
| Norges Bank | 1,701,322 | $37.0M | 0.01% | −352,719−17.2% | Reduced |
| Two Sigma Investments, LP | 1,656,064 | $36.0M | 0.10% | +554,012+50.3% | Added |
| Qube Research & Technologies Ltd | 1,348,012 | $29.3M | 0.11% | −2,714−0.2% | Reduced |
| Invesco Ltd. | 1,335,605 | $29.0M | 0.01% | +907,970+212.3% | Added |
| Renaissance Technologies LLC | 1,323,282 | $28.8M | 0.04% | −1,556,000−54.0% | Reduced |
| Northern Trust Corp | 1,264,495 | $27.5M | 0.01% | −34,263−2.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,198,905 | $26.1M | 0.56% | −17,246−1.4% | Reduced |
| Wellington Management Group LLP | 1,167,338 | $25.4M | 0.00% | −322,913−21.7% | Reduced |
| Victory Capital Management Inc | 1,151,773 | $25.1M | 0.03% | +141,543+14.0% | Added |
| Morgan Stanley | 1,038,171 | $22.6M | 0.00% | +276,110+36.2% | Added |
| California Public Employees Retirement System | 895,029 | $19.5M | 0.02% | +387,190+76.2% | Added |
| Squarepoint Ops LLC | 886,979 | $19.3M | 0.11% | +88,150+11.0% | Added |
| Bank of America Corp | 814,242 | $17.7M | 0.00% | −292,627−26.4% | Reduced |
| Nine27 Capital Management, LP | 800,000 | $17.4M | 11.54% | +600,000+300.0% | Added |
| Voya Investment Management LLC | 770,811 | $16.8M | 0.02% | +109,037+16.5% | Added |
| Gradient Investments LLC | 743,689 | $16.2M | 0.42% | +743,689 | New |
| Goldman Sachs Group Inc | 672,666 | $14.6M | 0.00% | +380,570+130.3% | Added |
| Amundi | 662,809 | $14.4M | 0.01% | −41,243−5.9% | Reduced |
| Principal Financial Group Inc | 640,167 | $13.9M | 0.01% | −35,514−5.3% | Reduced |
| Nuveen Asset Management, LLC | 639,786 | $13.9M | 0.00% | −92,472−12.6% | Reduced |
| Rhumbline Advisers | 548,235 | $11.9M | 0.01% | +28,708+5.5% | Added |
| Boothbay Fund Management, LLC | 544,653 | $11.8M | 0.41% | +349,848+179.6% | Added |
| Cubist Systematic Strategies, LLC | 528,935 | $11.5M | 0.13% | +488,803+1,218.0% | Added |
| NFJ Investment Group, LLC | 517,000 | $11.2M | 0.30% | −146,416−22.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 513,417 | $11.2M | 0.01% | −12,929−2.5% | Reduced |
| Retirement Systems of Alabama | 502,760 | $10.9M | 0.05% | −5,415−1.1% | Reduced |
| AQR Capital Management LLC | 435,102 | $9.43M | 0.02% | +165,870+61.6% | Added |
| Nicholas Company, Inc. | 427,225 | $9.29M | 0.18% | −260−0.1% | Reduced |
| Swiss National Bank | 392,400 | $8.53M | 0.01% | +1,600+0.4% | Added |
| Mesirow Institutional Investment Management, Inc. | 349,395 | $7.60M | 0.78% | +349,395 | New |
| SEI Investments Co | 338,401 | $7.36M | 0.01% | +9,483+2.9% | Added |
| Marshall Wace, LLP | 326,243 | $7.10M | 0.02% | −1,484,962−82.0% | Reduced |
| UBS Asset Management Americas Inc | 286,607 | $6.24M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 284,305 | $6.18M | 0.00% | +3,252+1.2% | Added |
| State Board of Administration of Florida Retirement System | 276,831 | $6.02M | 0.01% | +19,601+7.6% | Added |
| Barclays PLC | 271,122 | $5.90M | 0.00% | +127,519+88.8% | Added |
| Point72 Asset Management, L.P. | 261,268 | $5.68M | 0.02% | +261,268 | New |
| American International Group, Inc. | 255,999 | $5.57M | 0.03% | −7,781−2.9% | Reduced |
| Ameriprise Financial Inc | 255,467 | $5.56M | 0.00% | −105,846−29.3% | Reduced |
| First Trust Advisors LP | 252,758 | $5.50M | 0.01% | −372,940−59.6% | Reduced |
| Burney Co | 249,978 | $5.44M | 0.25% | +249,978 | New |
| ExodusPoint Capital Management, LP | 246,282 | $5.36M | 0.06% | +246,282 | New |
| Baird Financial Group, Inc. | 245,591 | $5.34M | 0.01% | +234,658+2,146.3% | Added |
| Credit Suisse AG | 241,724 | $5.26M | 0.01% | +20,480+9.3% | Added |
| Los Angeles Capital Management LLC | 235,381 | $5.12M | 0.02% | −205,082−46.6% | Reduced |
| New York State Teachers Retirement System | 231,291 | $5.03M | 0.01% | −1,800−0.8% | Reduced |
| UBS Group AG | 230,706 | $5.02M | 0.00% | +117,725+104.2% | Added |
| Federated Hermes, Inc. | 229,235 | $4.99M | 0.01% | −34,540−13.1% | Reduced |
| Man Group plc | 226,499 | $4.93M | 0.02% | – | – |
| Alliancebernstein L.P. | 224,982 | $4.89M | 0.00% | −2,962−1.3% | Reduced |
| Envestnet Asset Management Inc | 221,916 | $4.83M | 0.00% | +21,799+10.9% | Added |
| California State Teachers Retirement System | 216,654 | $4.71M | 0.01% | −6,252−2.8% | Reduced |
| Trexquant Investment LP | 209,420 | $4.55M | 0.12% | +175,019+508.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 200,830 | $4.37M | 0.02% | +200,830 | New |
| Gsa Capital Partners LLP | 199,654 | $4.34M | 0.43% | +184,181+1,190.3% | Added |
| TD Asset Management Inc | 195,800 | $4.26M | 0.00% | +195,800 | New |
| Creative Planning | 185,844 | $4.04M | 0.01% | −397,234−68.1% | Reduced |
| New York State Common Retirement Fund | 184,163 | $4.01M | 0.01% | −9,623−5.0% | Reduced |
| Thrivent Financial for Lutherans | 171,933 | $3.74M | 0.01% | −1,461−0.8% | Reduced |
| Gotham Asset Management, LLC | 160,016 | $3.48M | 0.08% | +19,402+13.8% | Added |
| North Star Investment Management Corp. | 157,325 | $3.42M | 0.28% | +43,291+38.0% | Added |
| Agf Management Ltd | 155,322 | $3.38M | 0.02% | +155,322 | New |
| Tudor Investment Corp Et Al | 153,931 | $3.35M | 0.05% | +51,245+49.9% | Added |
| Texas Permanent School Fund | 147,437 | $3.21M | 0.03% | −4,456−2.9% | Reduced |
| Great West Life Assurance Co | 144,564 | $3.15M | 0.01% | +11,097+8.3% | Added |
| Manufacturers Life Insurance Company, The | 128,155 | $2.79M | 0.00% | −6,182−4.6% | Reduced |
| Mutual of America Capital Management LLC | 122,399 | $2.66M | 0.03% | −14,731−10.7% | Reduced |
| Amalgamated Bank | 122,125 | $2.66M | 0.02% | −3,525−2.8% | Reduced |
| HSBC Holdings PLC | 119,769 | $2.60M | 0.00% | +57,132+91.2% | Added |
| Wells Fargo & Company | 119,702 | $2.60M | 0.00% | +8,126+7.3% | Added |
| Gabelli Funds LLC | 117,000 | $2.54M | 0.02% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 116,733 | $2.54M | 0.41% | +17,572+17.7% | Added |
| Captrust Financial Advisors | 112,476 | $2.45M | 0.01% | +200+0.2% | Added |
| MetLife Investment Management | 108,320 | $2.36M | 0.02% | −2,987−2.7% | Reduced |
| State of New Jersey Common Pension Fund D | 106,264 | $2.31M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 103,099 | $2.24M | 0.00% | −109,317−51.5% | Reduced |
| Lighthouse Investment Partners, LLC | 100,000 | $2.17M | 0.17% | +100,000 | New |
| Neuberger Berman Group LLC | 99,466 | $2.16M | 0.00% | −14,732−12.9% | Reduced |
| VELA Investment Management, LLC | 96,542 | $2.10M | 0.97% | +840+0.9% | Added |
| Engineers Gate Manager LP | 95,253 | $2.07M | 0.08% | +3,533+3.9% | Added |
| Advisor Group Holdings, Inc. | 94,254 | $2.05M | 0.00% | +25,730+37.5% | Added |