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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 476 | $9.71K | 0.00% | −223−31.9% | Reduced |
| Column Capital Advisors, LLC | 452 | $9.22K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $9.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 425 | $8.67K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 404 | $8.25K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 400 | $8.00K | 0.00% | +400 | New |
| GHP Investment Advisors, Inc. | 420 | $7.81K | 0.00% | +3+0.7% | Added |
| LGT Financial Advisors LLC | 377 | $7.70K | 0.01% | +377 | New |
| First Community Trust NA | 350 | $7.14K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 328 | $6.69K | 0.00% | +328 | New |
| Baystate Wealth Management LLC | 323 | $6.61K | 0.00% | +4+1.3% | Added |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $4.61K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $4.35K | 0.00% | +213 | New |
| Nalls Sherbakoff Group, LLC | 212 | $4.33K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $4.08K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $4.08K | 0.00% | +200 | New |
| Bessemer Group Inc | 191 | $4.00K | 0.00% | −145−43.2% | Reduced |
| NBC Securities, Inc. | 214 | $4.00K | 0.00% | +214 | New |
| EverSource Wealth Advisors, LLC | 187 | $3.82K | 0.00% | +115+159.7% | Added |
| Massmutual Trust Co FSB | 178 | $3.63K | 0.00% | −16−8.2% | Reduced |
| St Germain D J Co Inc | 174 | $3.55K | 0.00% | +106+155.9% | Added |
| Blue Bell Private Wealth Management, LLC | 157 | $3.20K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 134 | $2.73K | 0.00% | +79+143.6% | Added |
| JFS Wealth Advisors, LLC | 108 | $2.21K | 0.00% | −9−7.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $2.04K | 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 |
| Glassman Wealth Services | 79 | $1.61K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 75 | $1.53K | 0.00% | +50+200.0% | Added |
| Bell Investment Advisors, Inc | 70 | $1.43K | 0.00% | −43−38.1% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $1.02K | 0.00% | +50 | New |
| HighMark Wealth Management LLC | 49 | $1.01K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 45 | $918 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 43 | $878 | 0.00% | +22+104.8% | Added |
| SJS Investment Consulting Inc. | 41 | $837 | 0.00% | +9+28.1% | Added |
| Toronto Dominion Bank | 40 | $816 | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 36 | $735 | 0.00% | −112−75.7% | Reduced |
| Versant Capital Management, Inc | 31 | $633 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 29 | $591 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $551 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 26 | $531 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $409 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $307 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $164 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $143 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 6 | $122 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $87 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,167,338−100.0% | Sold out |
| Nine27 Capital Management, LP | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −662,809−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −326,243−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −261,268−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −200,830−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −153,931−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −119,769−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −82,643−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −59,349−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −54,892−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −35,261−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −29,511−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −27,698−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −27,559−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −26,085−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −25,914−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,825−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −22,818−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −21,388−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,903−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −17,808−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −15,933−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −15,768−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −15,037−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,761−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −13,911−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −13,269−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,051−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,395−100.0% | Sold out |
| Wescott Financial Advisory Group, LLC | 0 | $0 | 0.00% | −11,028−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,699−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −10,625−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −9,850−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −9,767−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −9,348−100.0% | Sold out |
| Delta Capital Management LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,907−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,403−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −37−100.0% | Sold out |