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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, Q4 2023

Institutional positions in Wendy's Co as of Dec 31, 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
388
+42 vs. Q3 2023
Shares held
175.6M
+4.26M (+2.5%) vs. Q3 2023
Total value
$3.42B
−$120.4M (−3.4%) vs. Q3 2023
New holders
75
143 more added
Sold out
33
98 more reduced

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 388 institutions
Q1 2021: 324 institutionsQ2 2021: 337 institutionsQ3 2021: 351 institutionsQ4 2021: 364 institutionsQ1 2022: 356 institutionsQ2 2022: 341 institutionsQ3 2022: 336 institutionsQ4 2022: 348 institutionsQ1 2023: 343 institutionsQ2 2023: 360 institutionsQ3 2023: 351 institutionsQ4 2023: 388 institutionsQ1 2024: 364 institutionsQ2 2024: 392 institutionsQ3 2024: 394 institutionsQ4 2024: 425 institutionsQ1 2025: 424 institutionsQ2 2025: 402 institutionsQ3 2025: 403 institutionsQ4 2025: 429 institutionsQ1 2026: 412 institutionsQ2 2026: 403 institutions
Value heldQ4 2023: $3.42B
Q1 2021: $3.28BQ2 2021: $3.53BQ3 2021: $3.40BQ4 2021: $3.61BQ1 2022: $3.33BQ2 2022: $2.86BQ3 2022: $2.85BQ4 2022: $3.48BQ1 2023: $3.60BQ2 2023: $3.57BQ3 2023: $3.54BQ4 2023: $3.42BQ1 2024: $3.30BQ2 2024: $2.98BQ3 2024: $3.13BQ4 2024: $3.04BQ1 2025: $2.76BQ2 2025: $2.25BQ3 2025: $1.67BQ4 2025: $1.59BQ1 2026: $1.33BQ2 2026: $1.48B
Institutions holding WEN and their total value by quarter
QuarterHoldersValue
Q2 2026403$1.48B
Q1 2026412$1.33B
Q4 2025429$1.59B
Q3 2025403$1.67B
Q2 2025402$2.25B
Q1 2025424$2.76B
Q4 2024425$3.04B
Q3 2024394$3.13B
Q2 2024392$2.98B
Q1 2024364$3.30B
Q4 2023388$3.42B
Q3 2023351$3.54B
Q2 2023360$3.57B
Q1 2023343$3.60B
Q4 2022348$3.48B
Q3 2022336$2.85B
Q2 2022341$2.86B
Q1 2022356$3.33B
Q4 2021364$3.61B
Q3 2021351$3.40B
Q2 2021337$3.53B
Q1 2021324$3.28B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q3 2023.

Institutions holding WEN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Burkett Financial Services, LLC0$80.00%0New
Tfo-TDC, LLC4$780.00%00.0%Unchanged
Tyler-Stone Wealth Management4$790.00%00.0%Unchanged
Larson Financial Group LLC7$1360.00%00.0%Unchanged
Tradewinds Capital Management, LLC8$1560.00%00.0%Unchanged
Scarborough Advisors, LLC9$1690.00%+9New
Clear Point Advisors Inc.11$2140.00%+11New
Laurel Wealth Advisors LLC15$2930.00%00.0%Unchanged
Clearstead Advisors, LLC20$3900.00%00.0%Unchanged
IAG Wealth Partners, LLC27$5260.00%00.0%Unchanged
First Manhattan Co29$5640.00%00.0%Unchanged
SJS Investment Consulting Inc.35$6820.00%−6−14.6%Reduced
Main Street Group, LTD43$8370.00%+43New
Versant Capital Management, Inc45$8770.00%+14+45.2%Added
HighMark Wealth Management LLC50$9760.00%+1+2.0%Added
Cutler Group LP100$1.00K0.00%+100New
Bell Investment Advisors, Inc62$1.21K0.00%−8−11.4%Reduced
Parkside Financial Bank & Trust64$1.25K0.00%+64New
American Capital Advisory, LLC68$1.32K0.00%+68New
Global Wealth Management Investment Advisory, Inc.75$1.46K0.00%00.0%Unchanged
Glassman Wealth Services79$1.54K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.100$1.95K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.100$1.95K0.00%+100New
Brown Brothers Harriman & Co101$1.97K0.00%+101New
Robeco Institutional Asset Management B.V.102$1.99K0.00%+102New
Harbour Investments, Inc.108$2.10K0.00%+108New
Annis Gardner Whiting Capital Advisors, LLC109$2.12K0.00%+109New
JFS Wealth Advisors, LLC140$2.73K0.00%+32+29.6%Added
Greenwood Gearhart Inc145$2.83K0.00%+145New
Sound Income Strategies, LLC154$2.99K0.00%+154New
NBC Securities, Inc.195$3.00K0.00%−19−8.9%Reduced
Ronald Blue Trust, Inc.133$3.00K0.00%+45+51.1%Added
VitalStone Financial, LLC131$3.00K0.00%+7+5.6%Added
Householder Group Estate & Retirement Specialist, LLC200$3.00K0.00%+200New
Blue Bell Private Wealth Management, LLC157$3.06K0.00%00.0%Unchanged
St Germain D J Co Inc174$3.39K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC184$3.58K0.00%−3−1.6%Reduced
EdgeRock Capital LLC200$3.81K0.00%+200New
Anchor Investment Management, LLC200$3.90K0.00%00.0%Unchanged
Kelly Financial Services LLC200$3.90K0.00%00.0%Unchanged
Asset Dedication, LLC231$4.00K0.00%+231New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.213$4.07K0.00%00.0%Unchanged
Livelsberger Financial Advisory210$4.08K0.00%+210New
Nalls Sherbakoff Group, LLC212$4.13K0.00%00.0%Unchanged
Leonteq Securities AG222$4.33K0.00%+88+65.7%Added
Abound Wealth Management226$4.40K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC251$5.00K0.00%00.0%Unchanged
Neo Ivy Capital Management259$5.00K0.01%+259New
Oakworth Capital, Inc.257$5.01K0.00%+257New
SRS Capital Advisors, Inc.266$5.18K0.00%+216+432.0%Added
Farther Finance Advisors, LLC274$5.34K0.00%+238+661.1%Added
GAMMA Investing LLC281$5.37K0.00%+281New
Natixis295$5.75K0.00%+295New
NBT Bank N A325$6.33K0.00%+325New
Baystate Wealth Management LLC327$6.38K0.00%+4+1.2%Added
Massmutual Trust Co FSB337$6.57K0.00%+159+89.3%Added
Salomon & Ludwin, LLC328$6.69K0.00%00.0%Unchanged
First Community Trust NA350$6.82K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC350$6.82K0.00%+350New
Bessemer Group Inc321$7.00K0.00%+130+68.1%Added
LGT Financial Advisors LLC377$7.34K0.01%00.0%Unchanged
Private Trust Co NA400$7.79K0.00%−1,709−81.0%Reduced
Cornerstone Planning Group LLC409$7.97K0.00%+5+1.2%Added
Financial Management Professionals, Inc.425$8.00K0.00%00.0%Unchanged
Umb Bank N A425$8.28K0.00%00.0%Unchanged
McIlrath & Eck, LLC476$9.27K0.00%00.0%Unchanged
Core Alternative Capital479$9.32K0.00%−47−8.9%Reduced
Indiana Trust & Investment Management CO541$10.5K0.00%00.0%Unchanged
Spire Wealth Management562$10.8K0.00%−954−62.9%Reduced
AlphaMark Advisors, LLC583$11.0K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC566$11.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC600$11.7K0.00%−200−25.0%Reduced
Vermillion & White Wealth Management Group, LLC600$11.7K0.01%+600New
Valley National Advisers Inc669$13.0K0.00%+669New
Arrow Financial Corp670$13.1K0.00%00.0%Unchanged
Quent Capital, LLC681$13.3K0.00%+136+25.0%Added
Pittenger & Anderson Inc750$14.6K0.00%00.0%Unchanged
Assetmark, Inc762$14.8K0.00%+762New
Optimum Investment Advisors800$15.6K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC825$16.1K0.00%−5,022−85.9%Reduced
AdvisorShares Investments LLC976$19.0K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd1,000$19.5K0.00%00.0%Unchanged
Creative Financial Designs Inc1,001$19.5K0.00%+7+0.7%Added
Signaturefd, LLC1,014$19.8K0.00%−430−29.8%Reduced
Principal Securities, Inc.1,065$20.7K0.00%+1,065New
Benjamin F. Edwards & Company, Inc.1,059$21.0K0.00%+57+5.7%Added
Farmers & Merchants Investments Inc1,137$22.1K0.00%00.0%Unchanged
First United Bank Trust1,233$24.0K0.01%+1,233New
Lindbrook Capital, LLC1,290$25.1K0.00%+87+7.2%Added
Parallel Advisors, LLC1,337$26.1K0.00%+307+29.8%Added
Highlander Capital Management, LLC1,400$27.3K0.01%+1,000+250.0%Added
Motco1,417$27.6K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.1,440$28.1K0.00%+1,440New
Field & Main Bank1,500$29.2K0.01%00.0%Unchanged
EntryPoint Capital, LLC1,533$29.9K0.03%+1,533New
Advisory Services Network, LLC1,537$29.9K0.00%+1,537New
Walleye Capital LLC1,590$31.0K0.00%+1,590New
TD Waterhouse Canada Inc.1,585$33.7K0.00%00.0%Unchanged
Quarry LP1,732$33.7K0.02%+1,732New
GWM Advisors LLC1,824$35.5K0.00%+260+16.6%Added