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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 699 | $15.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 681 | $14.8K | 0.00% | −83−10.9% | Reduced |
| Arrow Financial Corp | 670 | $14.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 645 | $14.1K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 583 | $13.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 545 | $11.9K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 525 | $11.4K | 0.00% | +49+10.3% | Added |
| Spire Wealth Management | 500 | $10.9K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 452 | $9.83K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 425 | $9.24K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 417 | $8.99K | 0.00% | +2+0.5% | Added |
| Cornerstone Planning Group LLC | 404 | $8.79K | 0.00% | +404 | New |
| First Community Trust NA | 350 | $7.61K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 341 | $7.00K | 0.00% | −200−37.0% | Reduced |
| Bessemer Group Inc | 336 | $7.00K | 0.00% | +146+76.8% | Added |
| Baystate Wealth Management LLC | 319 | $6.95K | 0.00% | +3+0.9% | Added |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $4.91K | 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 |
| Nalls Sherbakoff Group, LLC | 212 | $4.67K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $4.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $4.22K | 0.00% | +161+487.9% | Added |
| Blue Bell Private Wealth Management, LLC | 157 | $3.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 148 | $3.22K | 0.00% | +1+0.7% | Added |
| Tradition Wealth Management, LLC | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 117 | $2.54K | 0.00% | +9+8.3% | Added |
| Bell Investment Advisors, Inc | 113 | $2.46K | 0.00% | −1−0.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $2.17K | 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 |
| Glassman Wealth Services | 79 | $1.72K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 72 | $1.57K | 0.00% | +23+46.9% | Added |
| St Germain D J Co Inc | 68 | $1.48K | 0.00% | +68 | New |
| Leonteq Securities AG | 55 | $1.20K | 0.00% | −699−92.7% | Reduced |
| HighMark Wealth Management LLC | 49 | $1.06K | 0.00% | +1+2.1% | Added |
| Earnest Partners LLC | 45 | $979 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 37 | $805 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 37 | $805 | 0.00% | +1+2.8% | Added |
| SJS Investment Consulting Inc. | 32 | $696 | 0.00% | −8−20.0% | Reduced |
| Versant Capital Management, Inc | 31 | $674 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 29 | $630 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 22 | $605 | 0.00% | +22 | New |
| IAG Wealth Partners, LLC | 27 | $587 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 26 | $566 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 25 | $544 | 0.00% | +25 | New |
| Baker Avenue Asset Management, LP | 21 | $457 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $435 | 0.00% | +20 | New |
| Laurel Wealth Advisors LLC | 15 | $327 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $305 | 0.00% | +14 | New |
| Hexagon Capital Partners LLC | 10 | $218 | 0.00% | −8−44.4% | Reduced |
| Tradewinds Capital Management, LLC | 8 | $174 | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Comerica Bank | 6,657 | $9 | 0.00% | +6,657 | New |
| Sound Income Strategies, LLC | 0 | $6 | 0.00% | 0 | New |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | +4 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −640,063−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −401,091−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −206,269−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −170,700−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −160,800−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −148,947−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −145,078−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −91,959−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −63,151−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −62,804−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −53,497−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −23,730−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −22,637−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −20,535−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −20,338−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,229−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −12,702−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,015−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,270−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −10,879−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −10,601−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,827−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −9,434−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,450−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,012−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |