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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $87 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 6 | $122 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $143 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $164 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $307 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $409 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 26 | $531 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $551 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 29 | $591 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $633 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 36 | $735 | 0.00% | −112−75.7% | Reduced |
| Toronto Dominion Bank | 40 | $816 | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 41 | $837 | 0.00% | +9+28.1% | Added |
| Baker Avenue Asset Management, LP | 43 | $878 | 0.00% | +22+104.8% | Added |
| Earnest Partners LLC | 45 | $918 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 49 | $1.01K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $1.02K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 70 | $1.43K | 0.00% | −43−38.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 75 | $1.53K | 0.00% | +50+200.0% | Added |
| Glassman Wealth Services | 79 | $1.61K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 88 | $2.00K | 0.00% | −2−2.2% | Reduced |
| Steward Financial Group LLC | 127 | $2.00K | 0.00% | +127 | New |
| VitalStone Financial, LLC | 124 | $2.00K | 0.00% | +124 | New |
| Caldwell Sutter Capital, Inc. | 100 | $2.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 108 | $2.21K | 0.00% | −9−7.7% | Reduced |
| Leonteq Securities AG | 134 | $2.73K | 0.00% | +79+143.6% | Added |
| Tradition Wealth Management, LLC | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 157 | $3.20K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 174 | $3.55K | 0.00% | +106+155.9% | Added |
| Massmutual Trust Co FSB | 178 | $3.63K | 0.00% | −16−8.2% | Reduced |
| EverSource Wealth Advisors, LLC | 187 | $3.82K | 0.00% | +115+159.7% | Added |
| Bessemer Group Inc | 191 | $4.00K | 0.00% | −145−43.2% | Reduced |
| NBC Securities, Inc. | 214 | $4.00K | 0.00% | +214 | New |
| Kelly Financial Services LLC | 200 | $4.08K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $4.08K | 0.00% | +200 | New |
| Nalls Sherbakoff Group, LLC | 212 | $4.33K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $4.35K | 0.00% | +213 | New |
| Abound Wealth Management | 226 | $4.61K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 323 | $6.61K | 0.00% | +4+1.3% | Added |
| Salomon & Ludwin, LLC | 328 | $6.69K | 0.00% | +328 | New |
| First Community Trust NA | 350 | $7.14K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 377 | $7.70K | 0.01% | +377 | New |
| GHP Investment Advisors, Inc. | 420 | $7.81K | 0.00% | +3+0.7% | Added |
| Highlander Capital Management, LLC | 400 | $8.00K | 0.00% | +400 | New |
| Cornerstone Planning Group LLC | 404 | $8.25K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 425 | $8.67K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $9.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 452 | $9.22K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 476 | $9.71K | 0.00% | −223−31.9% | Reduced |
| Core Alternative Capital | 526 | $10.7K | 0.00% | +1+0.2% | Added |
| Indiana Trust & Investment Management CO | 541 | $11.0K | 0.01% | +541 | New |
| Quent Capital, LLC | 545 | $11.1K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 566 | $11.6K | 0.00% | +566 | New |
| AlphaMark Advisors, LLC | 583 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 663 | $13.5K | 0.00% | +653+6,530.0% | Added |
| Arrow Financial Corp | 670 | $13.7K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $15.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $16.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 800 | $16.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 813 | $16.6K | 0.00% | +813 | New |
| Quadrant Capital Group LLC | 861 | $17.6K | 0.00% | −739−46.2% | Reduced |
| AdvisorShares Investments LLC | 976 | $19.9K | 0.01% | +40+4.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,002 | $20.0K | 0.00% | +6+0.6% | Added |
| Creative Financial Designs Inc | 994 | $20.3K | 0.00% | +7+0.7% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $20.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,030 | $21.0K | 0.00% | +385+59.7% | Added |
| Farmers & Merchants Investments Inc | 1,137 | $23.2K | 0.00% | −5−0.4% | Reduced |
| Lindbrook Capital, LLC | 1,203 | $24.6K | 0.00% | +26+2.2% | Added |
| Motco | 1,417 | $28.9K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,432 | $29.0K | 0.00% | −358−20.0% | Reduced |
| Signaturefd, LLC | 1,444 | $29.5K | 0.00% | +763+112.0% | Added |
| Fifth Third Bancorp | 1,489 | $30.4K | 0.00% | +168+12.7% | Added |
| Field & Main Bank | 1,500 | $30.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,516 | $30.9K | 0.00% | +1,016+203.2% | Added |
| GWM Advisors LLC | 1,564 | $31.9K | 0.00% | +507+48.0% | Added |
| TD Waterhouse Canada Inc. | 1,585 | $36.2K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,081 | $42.5K | 0.00% | +2,081 | New |
| Ancora Advisors, LLC | 2,090 | $42.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,125 | $43.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,122 | $43.0K | 0.00% | +422+24.8% | Added |
| Private Trust Co NA | 2,109 | $43.0K | 0.01% | +2,109 | New |
| Bartlett & Co. Wealth Management LLC | 2,122 | $43.3K | 0.00% | +422+24.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,147 | $43.8K | 0.00% | −177−7.6% | Reduced |
| Caption Management, LLC | 2,201 | $44.9K | 0.01% | +2,201 | New |
| Global Retirement Partners, LLC | 2,696 | $52.1K | 0.00% | +499+22.7% | Added |
| Russell Investments Group, Ltd. | 2,634 | $53.8K | 0.00% | −14,044−84.2% | Reduced |
| Pflug Koory, LLC | 2,805 | $57.3K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 2,906 | $59.3K | 0.01% | −1,906−39.6% | Reduced |
| Point72 Middle East FZE | 3,040 | $62.0K | 0.00% | +3,040 | New |
| Harbor Investment Advisory, LLC | 3,050 | $62.3K | 0.01% | −1,233−28.8% | Reduced |
| Advisors Asset Management, Inc. | 3,084 | $62.9K | 0.00% | −9−0.3% | Reduced |
| Simplex Trading, LLC | 3,522 | $71.0K | 0.00% | −12,093−77.4% | Reduced |
| Peoples Bank | 3,679 | $75.1K | 0.06% | +3,679 | New |
| Van Eck Associates Corp | 3,975 | $81.0K | 0.00% | +848+27.1% | Added |
| TSFG, LLC | 4,139 | $84.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,256 | $86.9K | 0.00% | +220+5.5% | Added |
| Allworth Financial LP | 4,542 | $92.7K | 0.00% | +1,265+38.6% | Added |
| Ci Investments Inc. | 4,545 | $93.0K | 0.00% | +77+1.7% | Added |