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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.

Q2 2023 vs. Q1 2023

How the institutions holding Wendy's Co changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of WEN: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders3432360+19
Shares165.3M12.2K164.0M−1.26M (−0.8%)
Value$3.60B$265.9K$3.57B−$34.0M (−0.9%)

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Wendy's Co at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to WEN in Q2 2023
InstitutionSharesValue% of portfolio
Gradient Investments LLC743,689$16.2M0.42%
Mesirow Institutional Investment Management, Inc.349,395$7.60M0.78%
Point72 Asset Management, L.P.261,268$5.68M0.02%
Burney Co249,978$5.44M0.25%
ExodusPoint Capital Management, LP246,282$5.36M0.06%
Connor, Clark & Lunn Investment Management Ltd.200,830$4.37M0.02%
TD Asset Management Inc195,800$4.26M0.00%
Agf Management Ltd155,322$3.38M0.02%
Lighthouse Investment Partners, LLC100,000$2.17M0.17%
Balyasny Asset Management LLC75,101$1.63M0.00%
Donoghue Forlines LLC54,892$1.19M0.37%
Susquehanna International Group, LLP49,199$1.07M0.00%
Intech Investment Management LLC39,016$848.6K0.01%
Convergence Investment Partners, LLC38,010$827.0K0.47%
Duality Advisers, LP35,261$766.9K0.10%
Asset Management One Co.,Ltd.34,390$748.0K0.00%
Landscape Capital Management, L.L.C.29,511$641.9K0.08%
San Luis Wealth Advisors LLC28,835$627.0K0.22%
Pearl River Capital, LLC27,698$602.4K0.10%
Oak Thistle LLC27,559$599.4K0.32%
Caxton Associates LP26,085$567.3K0.08%
Sherbrooke Park Advisers LLC25,914$563.6K0.30%
Quantamental Technologies LLC24,961$542.9K0.23%
Kapitalo Investimentos Ltda23,322$507.3K0.09%
Bank of Nova Scotia22,171$482.2K0.00%
EHP Funds Inc.22,000$478.5K0.14%
Echo Street Capital Management LLC21,388$465.2K0.00%
Fox Run Management, L.L.C.17,903$389.4K0.11%
Great Valley Advisor Group, Inc.17,600$382.8K0.02%
Jefferies Financial Group Inc.15,933$346.5K0.01%
Simplex Trading, LLC15,615$339.0K0.01%
Sciencast Management LP15,768$336.3K0.27%
Atom Investors LP14,068$306.0K0.12%
Moody Lynn & Lieberson, LLC13,269$288.6K0.02%
Mirae Asset Global Investments Co., Ltd.13,098$284.9K0.00%
Gabelli & Co Investment Advisers, Inc.13,000$282.8K0.05%
Virtu Financial LLC12,051$262.0K0.02%
Bridgefront Capital, LLC12,043$261.9K0.14%
Cullen Capital Management LLC11,900$258.8K0.00%
Wescott Financial Advisory Group, LLC11,028$239.9K0.04%
Wolverine Trading, LLC10,699$233.6K0.00%
Toroso Investments, LLC10,682$232.0K0.01%
New York Life Investment Management LLC9,767$212.4K0.00%
Lazard Asset Management LLC3,317$72.0K0.00%
Carolina Wealth Advisors, LLC1,065$23.2K0.01%
Cornerstone Planning Group LLC404$8.79K0.00%
Loomis Sayles & Co L P94$2.00K0.00%
St Germain D J Co Inc68$1.48K0.00%
Sofos Investments, Inc.22$6050.00%
Global Wealth Management Investment Advisory, Inc.25$5440.00%
Clearstead Advisors, LLC20$4350.00%
Parkside Financial Bank & Trust14$3050.00%
Comerica Bank6,657$90.00%
Sound Income Strategies, LLC0$60.00%
Tyler-Stone Wealth Management4$00.00%

Sold out (36)

Institutions that held Wendy's Co at the end of Q1 2023 and filed for Q2 2023 without it.

Not filed for Q2 2023 yet (2)

Institutions that held Wendy's Co at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEN in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Kula Investments, LLC10,984$239.2K
Ahrens Investment Partners LLC1,225$26.7K