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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 15,980 | $348.0K | 0.01% | −397−2.4% | Reduced |
| Jefferies Financial Group Inc. | 15,933 | $346.5K | 0.01% | +15,933 | New |
| Crossmark Global Holdings, Inc. | 16,111 | $346.0K | 0.01% | −1,000−5.8% | Reduced |
| King Wealth | 15,758 | $343.0K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 15,701 | $341.5K | 0.00% | −883−5.3% | Reduced |
| Simplex Trading, LLC | 15,615 | $339.0K | 0.01% | +15,615 | New |
| Sciencast Management LP | 15,768 | $336.3K | 0.27% | +15,768 | New |
| My Legacy Advisors, LLC | 15,636 | $333.7K | 0.13% | +2,698+20.9% | Added |
| Cetera Investment Advisers | 15,108 | $328.6K | 0.00% | −81−0.5% | Reduced |
| 1st Source Bank | 15,085 | $328.1K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 15,300 | $327.1K | 0.16% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 15,037 | $327.0K | 0.02% | +368+2.5% | Added |
| Securian Asset Management, Inc | 15,018 | $326.6K | 0.01% | −502−3.2% | Reduced |
| Aigen Investment Management, LP | 14,761 | $321.1K | 0.05% | −77,876−84.1% | Reduced |
| HB Wealth Management, LLC | 14,657 | $318.8K | 0.01% | +74+0.5% | Added |
| CWM Advisors, LLC | 14,482 | $315.0K | 0.04% | +1,984+15.9% | Added |
| Janney Montgomery Scott LLC | 14,332 | $312.0K | 0.00% | +1,987+16.1% | Added |
| Financial Advocates Investment Management | 14,236 | $309.6K | 0.02% | +165+1.2% | Added |
| Natixis Advisors, L.P. | 14,142 | $308.0K | 0.00% | +279+2.0% | Added |
| Atom Investors LP | 14,068 | $306.0K | 0.12% | +14,068 | New |
| Wedbush Securities Inc | 13,911 | $303.0K | 0.01% | −535−3.7% | Reduced |
| First Republic Investment Management, Inc. | 13,811 | $300.4K | 0.00% | −5,456−28.3% | Reduced |
| Becker Capital Management Inc | 13,765 | $299.4K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,684 | $297.6K | 0.01% | +52+0.4% | Added |
| Proequities, Inc. | 13,628 | $296.4K | 0.02% | +1,263+10.2% | Added |
| Maryland State Retirement & Pension System | 13,617 | $296.2K | 0.01% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 13,269 | $288.6K | 0.02% | +13,269 | New |
| Stratos Wealth Partners, LTD. | 13,155 | $286.1K | 0.01% | +2,821+27.3% | Added |
| Dark Forest Capital Management LP | 13,115 | $285.3K | 0.03% | +9,408+253.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,098 | $284.9K | 0.00% | +13,098 | New |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $284.0K | 0.14% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $282.8K | 0.05% | +13,000 | New |
| Virtu Financial LLC | 12,051 | $262.0K | 0.02% | +12,051 | New |
| Bridgefront Capital, LLC | 12,043 | $261.9K | 0.14% | +12,043 | New |
| Cullen Capital Management LLC | 11,900 | $258.8K | 0.00% | +11,900 | New |
| Johnson Investment Counsel Inc | 11,691 | $254.3K | 0.00% | +266+2.3% | Added |
| Capital Investment Advisors, LLC | 11,599 | $252.3K | 0.01% | +119+1.0% | Added |
| Winton Group Ltd | 11,395 | $247.8K | 0.02% | −117,798−91.2% | Reduced |
| Contravisory Investment Management, Inc. | 11,150 | $242.5K | 0.06% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 11,028 | $239.9K | 0.04% | +11,028 | New |
| Beverly Hills Private Wealth, LLC | 11,000 | $237.5K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,699 | $233.6K | 0.00% | +10,699 | New |
| Toroso Investments, LLC | 10,682 | $232.0K | 0.01% | +10,682 | New |
| First National Trust Co | 10,625 | $231.1K | 0.01% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 10,519 | $228.8K | 0.08% | +115+1.1% | Added |
| United Services Automobile Association | 10,469 | $227.7K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,450 | $227.3K | 0.00% | −140−1.3% | Reduced |
| Everhart Financial Group, Inc. | 10,248 | $222.9K | 0.09% | −10.0% | Reduced |
| Pinnacle Associates Ltd | 10,140 | $220.5K | 0.00% | −333−3.2% | Reduced |
| ProShare Advisors LLC | 9,850 | $214.2K | 0.00% | −288−2.8% | Reduced |
| New York Life Investment Management LLC | 9,767 | $212.4K | 0.00% | +9,767 | New |
| KBC Group NV | 9,594 | $209.0K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 9,400 | $204.4K | 0.00% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 9,348 | $203.3K | 0.03% | 00.0% | Unchanged |
| Delta Capital Management LLC | 9,350 | $203.0K | 0.14% | −250−2.6% | Reduced |
| PDS Planning, Inc | 8,419 | $183.1K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 7,500 | $163.3K | 0.12% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,641 | $144.0K | 0.01% | −6,991−51.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,782 | $125.8K | 0.00% | −552−8.7% | Reduced |
| Group One Trading, L.P. | 4,907 | $106.7K | 0.00% | +1,590+47.9% | Added |
| State of Wyoming | 4,812 | $104.7K | 0.03% | +79+1.7% | Added |
| CWM, LLC | 4,708 | $102.0K | 0.00% | +456+10.7% | Added |
| Ci Investments Inc. | 4,468 | $97.0K | 0.00% | +224+5.3% | Added |
| Harbor Investment Advisory, LLC | 4,283 | $93.2K | 0.01% | −887−17.2% | Reduced |
| TSFG, LLC | 4,139 | $90.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,317 | $72.0K | 0.00% | +3,317 | New |
| Allworth Financial LP | 3,277 | $71.3K | 0.00% | +140+4.5% | Added |
| Van Eck Associates Corp | 3,127 | $68.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,093 | $67.3K | 0.00% | +1,701+122.2% | Added |
| Covestor Ltd | 3,042 | $66.0K | 0.05% | −477−13.6% | Reduced |
| IFP Advisors, Inc | 4,036 | $64.9K | 0.00% | −5,239−56.5% | Reduced |
| Pflug Koory, LLC | 2,805 | $61.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,324 | $50.5K | 0.00% | +177+8.2% | Added |
| Global Retirement Partners, LLC | 2,197 | $47.8K | 0.00% | +10.0% | Added |
| Nisa Investment Advisors, LLC | 2,128 | $46.3K | 0.00% | −11,300−84.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,125 | $46.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,090 | $45.5K | 0.00% | −610−22.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,790 | $39.0K | 0.00% | −7,264−80.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,585 | $38.7K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,704 | $37.1K | 0.01% | +19+1.1% | Added |
| Bartlett & Co. LLC | 1,700 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,700 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,600 | $34.8K | 0.00% | +1,106+223.9% | Added |
| Field & Main Bank | 1,500 | $32.6K | 0.02% | 00.0% | Unchanged |
| Motco | 1,417 | $30.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,403 | $30.5K | 0.02% | +961+217.4% | Added |
| Fifth Third Bancorp | 1,321 | $28.7K | 0.00% | −714−35.1% | Reduced |
| Lindbrook Capital, LLC | 1,177 | $25.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,142 | $24.8K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,065 | $23.2K | 0.01% | +1,065 | New |
| GWM Advisors LLC | 1,057 | $23.0K | 0.00% | +204+23.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 996 | $22.0K | 0.00% | −245−19.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 987 | $21.5K | 0.00% | +7+0.7% | Added |
| AdvisorShares Investments LLC | 936 | $20.4K | 0.01% | −4,040−81.2% | Reduced |
| Fred Alger Management, LLC | 895 | $19.5K | 0.00% | −971−52.0% | Reduced |
| FinTrust Capital Advisors, LLC | 828 | $18.7K | 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 |
| Pittenger & Anderson Inc | 750 | $16.3K | 0.00% | 00.0% | Unchanged |