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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 2,125 | $41.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,122 | $41.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,116 | $41.2K | 0.00% | +1,255+145.8% | Added |
| Bartlett & Co. Wealth Management LLC | 2,122 | $41.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,147 | $41.8K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 2,201 | $42.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,280 | $44.4K | 0.00% | +190+9.1% | Added |
| Fifth Third Bancorp | 2,352 | $45.8K | 0.00% | +863+58.0% | Added |
| Global Retirement Partners, LLC | 2,751 | $52.3K | 0.00% | +55+2.0% | Added |
| Pflug Koory, LLC | 2,805 | $54.6K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,843 | $55.4K | 0.01% | +2,180+328.8% | Added |
| Van Eck Associates Corp | 2,890 | $56.0K | 0.00% | −1,085−27.3% | Reduced |
| Advisors Asset Management, Inc. | 3,022 | $58.9K | 0.00% | −62−2.0% | Reduced |
| Harbor Investment Advisory, LLC | 3,050 | $59.4K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,220 | $62.7K | 0.00% | +586+22.2% | Added |
| Peoples Bank | 3,679 | $71.6K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,111 | $80.1K | 0.00% | −145−3.4% | Reduced |
| State of Wyoming | 4,385 | $85.4K | 0.02% | +1,479+50.9% | Added |
| Johnson Financial Group, Inc. | 4,410 | $85.9K | 0.00% | +4,410 | New |
| Allworth Financial LP | 4,656 | $90.7K | 0.00% | +114+2.5% | Added |
| Shell Asset Management Co | 5,051 | $98.0K | 0.00% | −1,487−22.7% | Reduced |
| Richardson Financial Services Inc. | 5,090 | $99.2K | 0.09% | +5,090 | New |
| FinTrust Capital Advisors, LLC | 5,150 | $100.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 5,306 | $103.0K | 0.07% | +251+5.0% | Added |
| S.A. Mason LLC | 6,800 | $132.5K | 0.09% | −700−9.3% | Reduced |
| Point72 Hong Kong Ltd | 6,807 | $132.6K | 0.01% | +6,807 | New |
| DekaBank Deutsche Girozentrale | 7,223 | $140.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9,691 | $188.8K | 0.05% | +9,691 | New |
| Ci Investments Inc. | 9,984 | $194.0K | 0.00% | +5,439+119.7% | Added |
| Pinnacle Associates Ltd | 10,040 | $195.6K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 10,248 | $199.6K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 10,372 | $202.0K | 0.00% | +1,834+21.5% | Added |
| Prudential Financial Inc | 10,555 | $205.6K | 0.00% | +168+1.6% | Added |
| Smith, Salley & Associates | 10,625 | $206.9K | 0.01% | +10,625 | New |
| Lazard Asset Management LLC | 10,861 | $210.0K | 0.00% | +3,638+50.4% | Added |
| Whitcomb & Hess, Inc. | 10,935 | $213.0K | 0.07% | +290+2.7% | Added |
| Csenge Advisory Group | 11,214 | $218.4K | 0.01% | +11,214 | New |
| KBC Group NV | 11,235 | $219.0K | 0.00% | +857+8.3% | Added |
| Beverly Hills Private Wealth, LLC | 11,274 | $219.6K | 0.06% | +139+1.2% | Added |
| Gries Financial LLC | 11,320 | $220.5K | 0.05% | +11,320 | New |
| Highland Capital Management Fund Advisors, L.P. | 11,600 | $226.0K | 0.03% | +11,600 | New |
| Johnson Investment Counsel Inc | 11,697 | $227.9K | 0.00% | +30.0% | Added |
| Capital Investment Advisors, LLC | 11,841 | $230.7K | 0.01% | +135+1.2% | Added |
| MBM Wealth Consultants, LLC | 12,021 | $233.2K | 0.09% | +12,021 | New |
| Numerai GP LLC | 12,362 | $240.8K | 0.09% | +12,362 | New |
| The PNC Financial Services Group, Inc. | 12,444 | $242.4K | 0.00% | −1,275−9.3% | Reduced |
| EHP Funds Inc. | 12,500 | $243.5K | 0.12% | +12,500 | New |
| Stratos Wealth Partners, LTD. | 12,745 | $248.3K | 0.00% | −908−6.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $253.2K | 0.05% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $254.0K | 0.11% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 13,085 | $254.9K | 0.00% | +13,085 | New |
| King Wealth | 13,179 | $257.0K | 0.05% | −2,579−16.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 13,338 | $260.0K | 0.11% | +13,338 | New |
| United Services Automobile Association | 13,386 | $260.8K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 13,617 | $265.3K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 13,765 | $268.1K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,800 | $268.8K | 0.00% | +58+0.4% | Added |
| KG&L Capital Management,LLC | 14,044 | $273.6K | 0.11% | +14,044 | New |
| Securian Asset Management, Inc | 14,099 | $274.6K | 0.01% | −259−1.8% | Reduced |
| Private Advisor Group, LLC | 14,343 | $279.4K | 0.00% | +14,343 | New |
| Janney Montgomery Scott LLC | 14,369 | $280.0K | 0.00% | +978+7.3% | Added |
| Toroso Investments, LLC | 14,502 | $282.5K | 0.01% | −1,205−7.7% | Reduced |
| Financial Advocates Investment Management | 14,756 | $287.4K | 0.02% | +293+2.0% | Added |
| Huntington National Bank | 15,085 | $293.9K | 0.00% | −475−3.1% | Reduced |
| 1st Source Bank | 15,085 | $293.9K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 15,172 | $295.6K | 0.00% | −371−2.4% | Reduced |
| FSM Wealth Advisors, LLC | 15,300 | $298.0K | 0.13% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,373 | $299.5K | 0.00% | +15,373 | New |
| Fox Run Management, L.L.C. | 15,374 | $299.5K | 0.08% | +15,374 | New |
| Crossmark Global Holdings, Inc. | 15,443 | $300.0K | 0.01% | −668−4.1% | Reduced |
| HB Wealth Management, LLC | 15,461 | $301.2K | 0.00% | +805+5.5% | Added |
| Bridgefront Capital, LLC | 15,493 | $301.8K | 0.23% | −12,421−44.5% | Reduced |
| Cetera Investment Advisers | 15,598 | $303.8K | 0.00% | +245+1.6% | Added |
| Stephens Inc | 15,882 | $309.4K | 0.01% | −14,413−47.6% | Reduced |
| Hantz Financial Services, Inc. | 16,073 | $313.0K | 0.01% | +47+0.3% | Added |
| Brevan Howard Capital Management LP | 16,077 | $313.2K | 0.03% | +16,077 | New |
| Raymond James Financial Services Advisors, Inc. | 16,262 | $316.8K | 0.00% | −74,235−82.0% | Reduced |
| SG Americas Securities, LLC | 16,531 | $322.0K | 0.00% | +11,260+213.6% | Added |
| Proequities, Inc. | 16,861 | $328.5K | 0.02% | +1,282+8.2% | Added |
| Simplex Trading, LLC | 16,917 | $329.0K | 0.01% | +13,395+380.3% | Added |
| Great Valley Advisor Group, Inc. | 17,000 | $331.2K | 0.01% | −5,800−25.4% | Reduced |
| SageView Advisory Group, LLC | 17,307 | $332.6K | 0.01% | +256+1.5% | Added |
| Stifel Financial Corp | 17,125 | $333.6K | 0.00% | +492+3.0% | Added |
| My Legacy Advisors, LLC | 17,238 | $335.1K | 0.12% | −512−2.9% | Reduced |
| Regions Financial Corp | 17,542 | $341.7K | 0.00% | +17,542 | New |
| We Are One Seven, LLC | 17,780 | $346.3K | 0.02% | +660+3.9% | Added |
| Private Wealth Strategies, L.L.C. | 17,867 | $348.0K | 0.08% | +789+4.6% | Added |
| Mariner, LLC | 18,301 | $356.5K | 0.00% | −12,489−40.6% | Reduced |
| State of Alaska, Department of Revenue | 18,482 | $360.0K | 0.00% | −1,765−8.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,800 | $366.2K | 0.01% | −200−1.1% | Reduced |
| Advisor Resource Council | 19,122 | $372.5K | 0.04% | +19,122 | New |
| Cetera Advisor Networks LLC | 19,305 | $376.1K | 0.00% | +680+3.7% | Added |
| CWM Advisors, LLC | 19,702 | $383.8K | 0.04% | +4,725+31.5% | Added |
| Sherbrooke Park Advisers LLC | 19,912 | $387.9K | 0.18% | +19,912 | New |
| Public Employees Retirement Association of Colorado | 19,911 | $388.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 20,320 | $395.8K | 0.03% | +915+4.7% | Added |
| Bank of Nova Scotia | 20,561 | $400.5K | 0.00% | −1,088−5.0% | Reduced |
| Pictet Asset Management Holding SA | 20,960 | $408.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,094 | $410.9K | 0.00% | +10,063+91.2% | Added |
| Nisa Investment Advisors, LLC | 22,530 | $438.9K | 0.00% | +10,302+84.2% | Added |