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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 0 | $6 | 0.00% | 0 | New |
| Comerica Bank | 6,657 | $9 | 0.00% | +6,657 | New |
| Tfo-TDC, LLC | 4 | $87 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 6 | $131 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $152 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $174 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $218 | 0.00% | −8−44.4% | Reduced |
| Parkside Financial Bank & Trust | 14 | $305 | 0.00% | +14 | New |
| Laurel Wealth Advisors LLC | 15 | $327 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $435 | 0.00% | +20 | New |
| Baker Avenue Asset Management, LP | 21 | $457 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 25 | $544 | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 26 | $566 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $587 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 22 | $605 | 0.00% | +22 | New |
| First Manhattan Co | 29 | $630 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $674 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $696 | 0.00% | −8−20.0% | Reduced |
| Rosenberg Matthew Hamilton | 37 | $805 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 37 | $805 | 0.00% | +1+2.8% | Added |
| Earnest Partners LLC | 45 | $979 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 49 | $1.06K | 0.00% | +1+2.1% | Added |
| Leonteq Securities AG | 55 | $1.20K | 0.00% | −699−92.7% | Reduced |
| St Germain D J Co Inc | 68 | $1.48K | 0.00% | +68 | New |
| EverSource Wealth Advisors, LLC | 72 | $1.57K | 0.00% | +23+46.9% | Added |
| Glassman Wealth Services | 79 | $1.72K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 78 | $2.00K | 0.00% | −60−43.5% | Reduced |
| Ronald Blue Trust, Inc. | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 94 | $2.00K | 0.00% | +94 | New |
| Caldwell Sutter Capital, Inc. | 100 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $2.46K | 0.00% | −1−0.9% | Reduced |
| JFS Wealth Advisors, LLC | 117 | $2.54K | 0.00% | +9+8.3% | Added |
| Tradition Wealth Management, LLC | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 148 | $3.22K | 0.00% | +1+0.7% | Added |
| Blue Bell Private Wealth Management, LLC | 157 | $3.42K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $4.22K | 0.00% | +161+487.9% | Added |
| Kelly Financial Services LLC | 200 | $4.35K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 212 | $4.67K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 218 | $4.74K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 218 | $4.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $4.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 319 | $6.95K | 0.00% | +3+0.9% | Added |
| Cutler Group LP | 341 | $7.00K | 0.00% | −200−37.0% | Reduced |
| Bessemer Group Inc | 336 | $7.00K | 0.00% | +146+76.8% | Added |
| First Community Trust NA | 350 | $7.61K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 404 | $8.79K | 0.00% | +404 | New |
| GHP Investment Advisors, Inc. | 417 | $8.99K | 0.00% | +2+0.5% | Added |
| Financial Management Professionals, Inc. | 425 | $9.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 425 | $9.24K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 452 | $9.83K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $10.9K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 525 | $11.4K | 0.00% | +49+10.3% | Added |
| Quent Capital, LLC | 545 | $11.9K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 583 | $13.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 645 | $14.1K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 670 | $14.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 681 | $14.8K | 0.00% | −83−10.9% | Reduced |
| McIlrath & Eck, LLC | 699 | $15.2K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $16.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $17.4K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 800 | $17.4K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 828 | $18.7K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 895 | $19.5K | 0.00% | −971−52.0% | Reduced |
| AdvisorShares Investments LLC | 936 | $20.4K | 0.01% | −4,040−81.2% | Reduced |
| Creative Financial Designs Inc | 987 | $21.5K | 0.00% | +7+0.7% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 996 | $22.0K | 0.00% | −245−19.7% | Reduced |
| GWM Advisors LLC | 1,057 | $23.0K | 0.00% | +204+23.9% | Added |
| Carolina Wealth Advisors, LLC | 1,065 | $23.2K | 0.01% | +1,065 | New |
| Farmers & Merchants Investments Inc | 1,142 | $24.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,177 | $25.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,321 | $28.7K | 0.00% | −714−35.1% | Reduced |
| Quarry LP | 1,403 | $30.5K | 0.02% | +961+217.4% | Added |
| Motco | 1,417 | $30.8K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,500 | $32.6K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,600 | $34.8K | 0.00% | +1,106+223.9% | Added |
| 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. | 1,704 | $37.1K | 0.01% | +19+1.1% | Added |
| TD Waterhouse Canada Inc. | 1,585 | $38.7K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,790 | $39.0K | 0.00% | −7,264−80.2% | Reduced |
| Ancora Advisors, LLC | 2,090 | $45.5K | 0.00% | −610−22.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,125 | $46.0K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,128 | $46.3K | 0.00% | −11,300−84.2% | Reduced |
| Global Retirement Partners, LLC | 2,197 | $47.8K | 0.00% | +10.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,324 | $50.5K | 0.00% | +177+8.2% | Added |
| Pflug Koory, LLC | 2,805 | $61.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,036 | $64.9K | 0.00% | −5,239−56.5% | Reduced |
| Covestor Ltd | 3,042 | $66.0K | 0.05% | −477−13.6% | Reduced |
| Advisors Asset Management, Inc. | 3,093 | $67.3K | 0.00% | +1,701+122.2% | Added |
| Van Eck Associates Corp | 3,127 | $68.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,277 | $71.3K | 0.00% | +140+4.5% | Added |
| Lazard Asset Management LLC | 3,317 | $72.0K | 0.00% | +3,317 | New |
| TSFG, LLC | 4,139 | $90.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,283 | $93.2K | 0.01% | −887−17.2% | Reduced |
| Ci Investments Inc. | 4,468 | $97.0K | 0.00% | +224+5.3% | Added |
| CWM, LLC | 4,708 | $102.0K | 0.00% | +456+10.7% | Added |
| State of Wyoming | 4,812 | $104.7K | 0.03% | +79+1.7% | Added |