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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
IMC-Chicago, LLC0$00.00%−16,921−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−16,869−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−16,071−100.0%Sold out
XTX Topco Ltd0$00.00%−14,707−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−14,363−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−14,053−100.0%Sold out
Cullen Capital Management LLC0$00.00%−11,900−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−11,286−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−11,151−100.0%Sold out
San Luis Wealth Advisors LLC0$00.00%−10,535−100.0%Sold out
Atom Investors LP0$00.00%−9,985−100.0%Sold out
PDS Planning, Inc0$00.00%−8,889−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−8,290−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−1,432−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−813−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−420−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−127−100.0%Sold out
Earnest Partners LLC0$00.00%−45−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−43−100.0%Sold out
Toronto Dominion Bank0$00.00%−40−100.0%Sold out
Eukles Asset Management0$00.00%−6−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
Quantamental Technologies LLC––––Not filed
Column Capital Advisors, LLC––––Not filed
Steward Financial Group LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed