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, Q3 2023
Institutional positions in Wendy's Co as of Sep 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
- 351
- −5 vs. Q2 2023
- Shares held
- 171.4M
- +7.39M (+4.5%) vs. Q2 2023
- Total value
- $3.54B
- −$24.8M (−0.7%) vs. Q2 2023
- New holders
- 48
- 124 more added
- Sold out
- 53
- 119 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 33,350,743 | $680.7M | 10.35% | +12,618,115+60.9% | Added |
| Vanguard Group Inc | 20,248,412 | $413.3M | 0.01% | +1,162,540+6.1% | Added |
| BlackRock Inc. | 20,220,040 | $412.7M | 0.01% | −290,452−1.4% | Reduced |
| Massachusetts Financial Services Co | 10,893,673 | $222.3M | 0.08% | −186,532−1.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,746,996 | $158.1M | 0.31% | +2,146,692+38.3% | Added |
| JPMorgan Chase & Co | 5,842,638 | $119.2M | 0.01% | −91,111−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,270,722 | $107.6M | 0.19% | +70,832+1.4% | Added |
| State Street Corp | 4,848,960 | $99.0M | 0.01% | −54,099−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 4,674,711 | $95.4M | 0.03% | +17,319+0.4% | Added |
| Dimensional Fund Advisors LP | 4,077,097 | $83.2M | 0.03% | −9,973−0.2% | Reduced |
| Janus Henderson Group PLC | 3,234,376 | $66.0M | 0.04% | −97,355−2.9% | Reduced |
| Royal Bank of Canada | 3,208,882 | $65.5M | 0.02% | +113,406+3.7% | Added |
| Geode Capital Management, LLC | 2,726,583 | $55.7M | 0.01% | +56,682+2.1% | Added |
| Price T Rowe Associates Inc | 2,169,535 | $44.3M | 0.01% | −586,113−21.3% | Reduced |
| Man Group plc | – | $44.1M | 0.14% | – | – |
| Bank of New York Mellon Corp | 2,059,287 | $42.0M | 0.01% | −45,613−2.2% | Reduced |
| Balyasny Asset Management LLC | 2,024,742 | $41.3M | 0.12% | +1,949,641+2,596.0% | Added |
| Millennium Management LLC | 1,830,061 | $37.4M | 0.04% | −620,885−25.3% | Reduced |
| Two Sigma Advisers, LP | 1,579,305 | $32.2M | 0.08% | −496,500−23.9% | Reduced |
| Squarepoint Ops LLC | 1,552,539 | $31.7M | 0.15% | +665,560+75.0% | Added |
| Morgan Stanley | 1,382,908 | $28.2M | 0.00% | +344,737+33.2% | Added |
| AQR Capital Management LLC | 1,277,958 | $26.1M | 0.05% | +842,856+193.7% | Added |
| Victory Capital Management Inc | 1,259,156 | $25.7M | 0.03% | +107,383+9.3% | Added |
| Northern Trust Corp | 1,246,803 | $25.4M | 0.00% | −17,692−1.4% | Reduced |
| Invesco Ltd. | 1,179,900 | $24.1M | 0.01% | −155,705−11.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,168,190 | $23.8M | 0.47% | −30,715−2.6% | Reduced |
| Norges Bank | 1,109,322 | $22.6M | 0.00% | −592,000−34.8% | Reduced |
| California Public Employees Retirement System | 1,074,897 | $21.9M | 0.02% | +179,868+20.1% | Added |
| Voya Investment Management LLC | 853,353 | $17.4M | 0.02% | +82,542+10.7% | Added |
| Two Sigma Investments, LP | 848,666 | $17.3M | 0.05% | −807,398−48.8% | Reduced |
| Nuveen Asset Management, LLC | 792,694 | $16.2M | 0.01% | +152,908+23.9% | Added |
| Bank of America Corp | 773,310 | $15.8M | 0.00% | −40,932−5.0% | Reduced |
| Gradient Investments LLC | 740,700 | $15.1M | 0.40% | −2,989−0.4% | Reduced |
| Principal Financial Group Inc | 632,590 | $12.9M | 0.01% | −7,577−1.2% | Reduced |
| Woodline Partners LP | 603,953 | $12.3M | 0.14% | +603,953 | New |
| Rhumbline Advisers | 536,764 | $11.0M | 0.01% | −11,471−2.1% | Reduced |
| NFJ Investment Group, LLC | 525,394 | $10.7M | 0.31% | +8,394+1.6% | Added |
| Retirement Systems of Alabama | 497,168 | $10.1M | 0.05% | −5,592−1.1% | Reduced |
| UBS Group AG | 490,683 | $10.0M | 0.00% | +259,977+112.7% | Added |
| Goldman Sachs Group Inc | 449,513 | $9.17M | 0.00% | −223,153−33.2% | Reduced |
| Nicholas Company, Inc. | 448,585 | $9.16M | 0.18% | +21,360+5.0% | Added |
| Ameriprise Financial Inc | 424,723 | $8.67M | 0.00% | +169,256+66.3% | Added |
| Mesirow Institutional Investment Management, Inc. | 424,275 | $8.66M | 0.88% | +74,880+21.4% | Added |
| First Trust Advisors LP | 410,831 | $8.39M | 0.01% | +158,073+62.5% | Added |
| Swiss National Bank | 393,800 | $8.04M | 0.01% | +1,400+0.4% | Added |
| Macquarie Group Ltd | 367,846 | $7.51M | 0.01% | −1,606,141−81.4% | Reduced |
| SEI Investments Co | 323,494 | $6.60M | 0.01% | −14,907−4.4% | Reduced |
| UBS Asset Management Americas Inc | 309,873 | $6.32M | 0.00% | +23,266+8.1% | Added |
| State Board of Administration of Florida Retirement System | 277,091 | $5.66M | 0.01% | +260+0.1% | Added |
| Aquatic Capital Management LLC | 273,100 | $5.57M | 0.23% | +273,100 | New |
| Legal & General Group Plc | 269,790 | $5.51M | 0.00% | −14,515−5.1% | Reduced |
| Baird Financial Group, Inc. | 267,446 | $5.46M | 0.01% | +21,855+8.9% | Added |
| Envestnet Asset Management Inc | 258,021 | $5.27M | 0.00% | +36,105+16.3% | Added |
| Gotham Asset Management, LLC | 255,960 | $5.22M | 0.11% | +95,944+60.0% | Added |
| Renaissance Technologies LLC | 254,182 | $5.19M | 0.01% | −1,069,100−80.8% | Reduced |
| North Star Investment Management Corp. | 252,293 | $5.15M | 0.43% | +94,968+60.4% | Added |
| American International Group, Inc. | 240,417 | $4.91M | 0.03% | −15,582−6.1% | Reduced |
| Credit Suisse AG | 237,889 | $4.86M | 0.01% | −3,835−1.6% | Reduced |
| New York State Teachers Retirement System | 230,091 | $4.70M | 0.01% | −1,200−0.5% | Reduced |
| Federated Hermes, Inc. | 218,768 | $4.47M | 0.01% | −10,467−4.6% | Reduced |
| Alliancebernstein L.P. | 215,998 | $4.41M | 0.00% | −8,984−4.0% | Reduced |
| Savoir Faire Capital Management, L.P. | 210,527 | $4.30M | 2.38% | +210,527 | New |
| Ibex Wealth Advisors | 210,027 | $4.29M | 1.09% | +210,027 | New |
| Citigroup Inc | 209,718 | $4.28M | 0.01% | +173,805+484.0% | Added |
| TD Asset Management Inc | 205,500 | $4.19M | 0.01% | +9,700+5.0% | Added |
| Qube Research & Technologies Ltd | 204,232 | $4.17M | 0.01% | −1,143,780−84.8% | Reduced |
| California State Teachers Retirement System | 196,906 | $4.02M | 0.01% | −19,748−9.1% | Reduced |
| Barclays PLC | 193,717 | $3.95M | 0.00% | −77,405−28.5% | Reduced |
| FMR LLC | 192,104 | $3.92M | 0.00% | +106,420+124.2% | Added |
| Creative Planning | 185,484 | $3.79M | 0.01% | −360−0.2% | Reduced |
| Dean Investment Associates, LLC | 181,743 | $3.71M | 0.61% | +65,010+55.7% | Added |
| Advisor Group Holdings, Inc. | 181,600 | $3.71M | 0.01% | +87,346+92.7% | Added |
| Thrivent Financial for Lutherans | 170,865 | $3.49M | 0.01% | −1,068−0.6% | Reduced |
| Gsa Capital Partners LLP | 166,826 | $3.40M | 0.29% | −32,828−16.4% | Reduced |
| New York State Common Retirement Fund | 154,300 | $3.15M | 0.00% | −29,863−16.2% | Reduced |
| Manufacturers Life Insurance Company, The | 153,222 | $3.13M | 0.00% | +25,067+19.6% | Added |
| Agf Management Ltd | 149,725 | $3.06M | 0.02% | −5,597−3.6% | Reduced |
| Great West Life Assurance Co | 149,583 | $3.05M | 0.01% | +5,019+3.5% | Added |
| HRT Financial LP | 147,676 | $3.01M | 0.03% | +147,676 | New |
| Texas Permanent School Fund | 143,911 | $2.94M | 0.03% | −3,526−2.4% | Reduced |
| Jane Street Group, LLC | 134,957 | $2.75M | 0.00% | +63,680+89.3% | Added |
| Amalgamated Bank | 129,402 | $2.64M | 0.02% | +7,277+6.0% | Added |
| BancorpSouth Bank | 125,679 | $2.57M | 0.23% | +125,679 | New |
| State of New Jersey Common Pension Fund D | 123,255 | $2.52M | 0.01% | +16,991+16.0% | Added |
| Wells Fargo & Company | 119,790 | $2.44M | 0.00% | +88+0.1% | Added |
| Gabelli Funds LLC | 117,000 | $2.39M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 114,079 | $2.33M | 0.01% | +1,603+1.4% | Added |
| Graham Capital Management, L.P. | 113,634 | $2.32M | 0.07% | +113,634 | New |
| Engineers Gate Manager LP | 112,098 | $2.29M | 0.08% | +16,845+17.7% | Added |
| Mutual of America Capital Management LLC | 110,241 | $2.25M | 0.03% | −12,158−9.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 105,011 | $2.14M | 0.00% | −408,406−79.5% | Reduced |
| MetLife Investment Management | 104,420 | $2.13M | 0.02% | −3,900−3.6% | Reduced |
| Fort Pitt Capital Group, LLC | 101,241 | $2.07M | 0.08% | +50,134+98.1% | Added |
| VELA Investment Management, LLC | 99,039 | $2.02M | 0.89% | +2,497+2.6% | Added |
| Granite Bay Wealth Management, LLC | 94,500 | $1.97M | 0.02% | +94,500 | New |
| Sendero Wealth Management, LLC | 95,271 | $1.94M | 0.42% | +7,559+8.6% | Added |
| Neuberger Berman Group LLC | 93,720 | $1.91M | 0.00% | −5,746−5.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 90,497 | $1.85M | 0.00% | −490−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 90,098 | $1.84M | 0.02% | −156,184−63.4% | Reduced |
| Trexquant Investment LP | 87,912 | $1.79M | 0.05% | −121,508−58.0% | Reduced |