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 |
|---|---|---|---|---|---|
| Mariner, LLC | 18,301 | $356.5K | 0.00% | −12,489−40.6% | Reduced |
| Private Wealth Strategies, L.L.C. | 17,867 | $348.0K | 0.08% | +789+4.6% | Added |
| We Are One Seven, LLC | 17,780 | $346.3K | 0.02% | +660+3.9% | Added |
| Regions Financial Corp | 17,542 | $341.7K | 0.00% | +17,542 | New |
| My Legacy Advisors, LLC | 17,238 | $335.1K | 0.12% | −512−2.9% | Reduced |
| Stifel Financial Corp | 17,125 | $333.6K | 0.00% | +492+3.0% | Added |
| SageView Advisory Group, LLC | 17,307 | $332.6K | 0.01% | +256+1.5% | Added |
| Great Valley Advisor Group, Inc. | 17,000 | $331.2K | 0.01% | −5,800−25.4% | Reduced |
| Simplex Trading, LLC | 16,917 | $329.0K | 0.01% | +13,395+380.3% | Added |
| Proequities, Inc. | 16,861 | $328.5K | 0.02% | +1,282+8.2% | Added |
| SG Americas Securities, LLC | 16,531 | $322.0K | 0.00% | +11,260+213.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,262 | $316.8K | 0.00% | −74,235−82.0% | Reduced |
| Brevan Howard Capital Management LP | 16,077 | $313.2K | 0.03% | +16,077 | New |
| Hantz Financial Services, Inc. | 16,073 | $313.0K | 0.01% | +47+0.3% | Added |
| Stephens Inc | 15,882 | $309.4K | 0.01% | −14,413−47.6% | Reduced |
| Cetera Investment Advisers | 15,598 | $303.8K | 0.00% | +245+1.6% | Added |
| Bridgefront Capital, LLC | 15,493 | $301.8K | 0.23% | −12,421−44.5% | Reduced |
| HB Wealth Management, LLC | 15,461 | $301.2K | 0.00% | +805+5.5% | Added |
| Crossmark Global Holdings, Inc. | 15,443 | $300.0K | 0.01% | −668−4.1% | Reduced |
| Fox Run Management, L.L.C. | 15,374 | $299.5K | 0.08% | +15,374 | New |
| Pathstone Holdings, LLC | 15,373 | $299.5K | 0.00% | +15,373 | New |
| FSM Wealth Advisors, LLC | 15,300 | $298.0K | 0.13% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 15,172 | $295.6K | 0.00% | −371−2.4% | Reduced |
| 1st Source Bank | 15,085 | $293.9K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 15,085 | $293.9K | 0.00% | −475−3.1% | Reduced |
| Financial Advocates Investment Management | 14,756 | $287.4K | 0.02% | +293+2.0% | Added |
| Toroso Investments, LLC | 14,502 | $282.5K | 0.01% | −1,205−7.7% | Reduced |
| Janney Montgomery Scott LLC | 14,369 | $280.0K | 0.00% | +978+7.3% | Added |
| Private Advisor Group, LLC | 14,343 | $279.4K | 0.00% | +14,343 | New |
| Securian Asset Management, Inc | 14,099 | $274.6K | 0.01% | −259−1.8% | Reduced |
| KG&L Capital Management,LLC | 14,044 | $273.6K | 0.11% | +14,044 | New |
| Oppenheimer & Co Inc | 13,800 | $268.8K | 0.00% | +58+0.4% | Added |
| Becker Capital Management Inc | 13,765 | $268.1K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 13,617 | $265.3K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 13,386 | $260.8K | 0.01% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 13,338 | $260.0K | 0.11% | +13,338 | New |
| King Wealth | 13,179 | $257.0K | 0.05% | −2,579−16.4% | Reduced |
| Voloridge Investment Management, LLC | 13,085 | $254.9K | 0.00% | +13,085 | New |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $254.0K | 0.11% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $253.2K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,745 | $248.3K | 0.00% | −908−6.7% | Reduced |
| EHP Funds Inc. | 12,500 | $243.5K | 0.12% | +12,500 | New |
| The PNC Financial Services Group, Inc. | 12,444 | $242.4K | 0.00% | −1,275−9.3% | Reduced |
| Numerai GP LLC | 12,362 | $240.8K | 0.09% | +12,362 | New |
| MBM Wealth Consultants, LLC | 12,021 | $233.2K | 0.09% | +12,021 | New |
| Capital Investment Advisors, LLC | 11,841 | $230.7K | 0.01% | +135+1.2% | Added |
| Johnson Investment Counsel Inc | 11,697 | $227.9K | 0.00% | +30.0% | Added |
| Highland Capital Management Fund Advisors, L.P. | 11,600 | $226.0K | 0.03% | +11,600 | New |
| Gries Financial LLC | 11,320 | $220.5K | 0.05% | +11,320 | New |
| Beverly Hills Private Wealth, LLC | 11,274 | $219.6K | 0.06% | +139+1.2% | Added |
| KBC Group NV | 11,235 | $219.0K | 0.00% | +857+8.3% | Added |
| Csenge Advisory Group | 11,214 | $218.4K | 0.01% | +11,214 | New |
| Whitcomb & Hess, Inc. | 10,935 | $213.0K | 0.07% | +290+2.7% | Added |
| Lazard Asset Management LLC | 10,861 | $210.0K | 0.00% | +3,638+50.4% | Added |
| Smith, Salley & Associates | 10,625 | $206.9K | 0.01% | +10,625 | New |
| Prudential Financial Inc | 10,555 | $205.6K | 0.00% | +168+1.6% | Added |
| CWM, LLC | 10,372 | $202.0K | 0.00% | +1,834+21.5% | Added |
| Everhart Financial Group, Inc. | 10,248 | $199.6K | 0.07% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,040 | $195.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 9,984 | $194.0K | 0.00% | +5,439+119.7% | Added |
| Longfellow Investment Management Co LLC | 9,691 | $188.8K | 0.05% | +9,691 | New |
| DekaBank Deutsche Girozentrale | 7,223 | $140.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 6,807 | $132.6K | 0.01% | +6,807 | New |
| S.A. Mason LLC | 6,800 | $132.5K | 0.09% | −700−9.3% | Reduced |
| Covestor Ltd | 5,306 | $103.0K | 0.07% | +251+5.0% | Added |
| FinTrust Capital Advisors, LLC | 5,150 | $100.3K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5,090 | $99.2K | 0.09% | +5,090 | New |
| Shell Asset Management Co | 5,051 | $98.0K | 0.00% | −1,487−22.7% | Reduced |
| Allworth Financial LP | 4,656 | $90.7K | 0.00% | +114+2.5% | Added |
| Johnson Financial Group, Inc. | 4,410 | $85.9K | 0.00% | +4,410 | New |
| State of Wyoming | 4,385 | $85.4K | 0.02% | +1,479+50.9% | Added |
| IFP Advisors, Inc | 4,111 | $80.1K | 0.00% | −145−3.4% | Reduced |
| Peoples Bank | 3,679 | $71.6K | 0.06% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,220 | $62.7K | 0.00% | +586+22.2% | Added |
| Harbor Investment Advisory, LLC | 3,050 | $59.4K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,022 | $58.9K | 0.00% | −62−2.0% | Reduced |
| Van Eck Associates Corp | 2,890 | $56.0K | 0.00% | −1,085−27.3% | Reduced |
| Hexagon Capital Partners LLC | 2,843 | $55.4K | 0.01% | +2,180+328.8% | Added |
| Pflug Koory, LLC | 2,805 | $54.6K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,751 | $52.3K | 0.00% | +55+2.0% | Added |
| Fifth Third Bancorp | 2,352 | $45.8K | 0.00% | +863+58.0% | Added |
| Ancora Advisors, LLC | 2,280 | $44.4K | 0.00% | +190+9.1% | Added |
| Caption Management, LLC | 2,201 | $42.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,147 | $41.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,122 | $41.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,116 | $41.2K | 0.00% | +1,255+145.8% | Added |
| 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 |
| GWM Advisors LLC | 1,824 | $35.5K | 0.00% | +260+16.6% | Added |
| Quarry LP | 1,732 | $33.7K | 0.02% | +1,732 | New |
| TD Waterhouse Canada Inc. | 1,585 | $33.7K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,590 | $31.0K | 0.00% | +1,590 | New |
| Advisory Services Network, LLC | 1,537 | $29.9K | 0.00% | +1,537 | New |
| EntryPoint Capital, LLC | 1,533 | $29.9K | 0.03% | +1,533 | New |
| Field & Main Bank | 1,500 | $29.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,440 | $28.1K | 0.00% | +1,440 | New |
| Motco | 1,417 | $27.6K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,400 | $27.3K | 0.01% | +1,000+250.0% | Added |
| Parallel Advisors, LLC | 1,337 | $26.1K | 0.00% | +307+29.8% | Added |
| Lindbrook Capital, LLC | 1,290 | $25.1K | 0.00% | +87+7.2% | Added |