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, Q1 2024
Institutional positions in Wendy's Co as of Mar 31, 2024. 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
- 364
- −19 vs. Q4 2023
- Shares held
- 175.3M
- −358.9K (−0.2%) vs. Q4 2023
- Total value
- $3.30B
- −$118.4M (−3.5%) vs. Q4 2023
- New holders
- 44
- 125 more added
- Sold out
- 63
- 127 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 31,467,150 | $592.8M | 7.39% | 00.0% | Unchanged |
| Vanguard Group Inc | 21,097,095 | $397.5M | 0.01% | +1,273,140+6.4% | Added |
| BlackRock Inc. | 19,752,320 | $372.1M | 0.01% | −1,077,693−5.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 8,643,075 | $162.8M | 0.26% | +3,700,859+74.9% | Added |
| Charles Schwab Investment Management Inc | 5,958,435 | $112.3M | 0.03% | +1,252,383+26.6% | Added |
| JPMorgan Chase & Co | 5,911,981 | $111.4M | 0.01% | −31,130−0.5% | Reduced |
| Massachusetts Financial Services Co | 5,791,608 | $109.1M | 0.03% | −4,919,521−45.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,344,118 | $100.7M | 0.16% | +111,626+2.1% | Added |
| State Street Corp | 5,148,982 | $97.0M | 0.00% | +157,867+3.2% | Added |
| Dimensional Fund Advisors LP | 4,024,180 | $75.8M | 0.02% | −116,844−2.8% | Reduced |
| AQR Capital Management LLC | 3,853,260 | $72.6M | 0.12% | +432,950+12.7% | Added |
| Janus Henderson Group PLC | 3,321,275 | $62.6M | 0.03% | +68,356+2.1% | Added |
| Royal Bank of Canada | 3,107,570 | $58.5M | 0.01% | −151,885−4.7% | Reduced |
| Millennium Management LLC | 3,100,482 | $58.4M | 0.05% | +733,803+31.0% | Added |
| Geode Capital Management, LLC | 2,914,416 | $54.9M | 0.01% | +110,345+3.9% | Added |
| Bank of New York Mellon Corp | 2,642,690 | $49.8M | 0.01% | −114,423−4.2% | Reduced |
| Two Sigma Advisers, LP | 2,091,905 | $39.4M | 0.09% | −128,500−5.8% | Reduced |
| Two Sigma Investments, LP | 2,024,243 | $38.1M | 0.09% | −320,088−13.7% | Reduced |
| Morgan Stanley | 1,745,814 | $32.9M | 0.00% | +7,132+0.4% | Added |
| Squarepoint Ops LLC | 1,634,406 | $30.8M | 0.13% | +1,175,100+255.8% | Added |
| Citadel Advisors LLC | 1,496,415 | $28.2M | 0.03% | +1,378,181+1,165.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,328,380 | $25.0M | 0.02% | +569,129+75.0% | Added |
| Invesco Ltd. | 1,239,491 | $23.4M | 0.01% | +240,278+24.0% | Added |
| Norges Bank | 1,227,038 | $23.1M | 0.00% | −191,190−13.5% | Reduced |
| California Public Employees Retirement System | 1,197,597 | $22.6M | 0.02% | +101,434+9.3% | Added |
| Qube Research & Technologies Ltd | 1,157,069 | $21.8M | 0.04% | +376,058+48.2% | Added |
| Northern Trust Corp | 1,090,323 | $20.5M | 0.00% | −146,896−11.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,065,402 | $20.1M | 0.38% | −65,605−5.8% | Reduced |
| Capital Research Global Investors | 1,056,138 | $19.9M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 964,055 | $18.2M | 0.02% | +57,121+6.3% | Added |
| Nuveen Asset Management, LLC | 838,848 | $15.8M | 0.00% | +23,655+2.9% | Added |
| Gradient Investments LLC | 838,680 | $15.8M | 0.37% | +74,007+9.7% | Added |
| Victory Capital Management Inc | 793,968 | $15.0M | 0.01% | +209,207+35.8% | Added |
| Principal Financial Group Inc | 632,121 | $11.9M | 0.01% | +11,710+1.9% | Added |
| Retirement Systems of Alabama | 613,218 | $11.6M | 0.04% | +95,525+18.5% | Added |
| FMR LLC | 573,253 | $10.8M | 0.00% | +155,279+37.2% | Added |
| Rhumbline Advisers | 559,964 | $10.5M | 0.01% | +35,159+6.7% | Added |
| UBS Group AG | 492,310 | $9.28M | 0.00% | −63,408−11.4% | Reduced |
| Man Group plc | 478,345 | $9.01M | 0.02% | −1,639,247−77.4% | Reduced |
| Bank of America Corp | 453,294 | $8.54M | 0.00% | −245,529−35.1% | Reduced |
| Nicholas Company, Inc. | 448,585 | $8.45M | 0.14% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 426,031 | $8.03M | 0.00% | −120,053−22.0% | Reduced |
| BancorpSouth Bank | 420,395 | $7.92M | 0.58% | +136,982+48.3% | Added |
| FIL Ltd | 362,991 | $6.84M | 0.01% | +292,742+416.7% | Added |
| Macquarie Group Ltd | 361,293 | $6.81M | 0.01% | −7,900−2.1% | Reduced |
| SEI Investments Co | 353,095 | $6.65M | 0.01% | −418−0.1% | Reduced |
| Swiss National Bank | 346,200 | $6.52M | 0.00% | −4,400−1.3% | Reduced |
| Baird Financial Group, Inc. | 346,005 | $6.52M | 0.01% | +57,247+19.8% | Added |
| Credit Suisse AG | 308,828 | $5.82M | 0.01% | −10,743−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 257,230 | $5.60M | 0.01% | −19,861−7.2% | Reduced |
| Dean Investment Associates, LLC | 293,529 | $5.53M | 0.76% | +32,071+12.3% | Added |
| North Star Investment Management Corp. | 290,676 | $5.48M | 0.39% | +12,003+4.3% | Added |
| UBS Asset Management Americas Inc | 288,015 | $5.43M | 0.00% | −468−0.2% | Reduced |
| Barclays PLC | 285,350 | $5.38M | 0.00% | +26,484+10.2% | Added |
| Envestnet Asset Management Inc | 280,003 | $5.28M | 0.00% | +32,769+13.3% | Added |
| Legal & General Group Plc | 273,649 | $5.16M | 0.00% | +2,099+0.8% | Added |
| Landscape Capital Management, L.L.C. | 268,789 | $5.06M | 0.44% | +268,789 | New |
| Aquatic Capital Management LLC | 262,200 | $4.94M | 0.16% | +127,700+94.9% | Added |
| Capstone Investment Advisors, LLC | 255,069 | $4.81M | 0.09% | +180,772+243.3% | Added |
| Alliancebernstein L.P. | 244,685 | $4.61M | 0.00% | −25,895−9.6% | Reduced |
| Federated Hermes, Inc. | 239,874 | $4.52M | 0.01% | +28,289+13.4% | Added |
| Gotham Asset Management, LLC | 235,535 | $4.44M | 0.07% | +143,971+157.2% | Added |
| New York State Teachers Retirement System | 230,091 | $4.33M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 222,582 | $4.19M | 0.02% | −4,606−2.0% | Reduced |
| Price T Rowe Associates Inc | 218,729 | $4.12M | 0.00% | −1,422,931−86.7% | Reduced |
| Ameriprise Financial Inc | 203,527 | $3.83M | 0.00% | −6,200−3.0% | Reduced |
| TD Asset Management Inc | 202,900 | $3.82M | 0.00% | −2,600−1.3% | Reduced |
| Fort Pitt Capital Group, LLC | 199,981 | $3.77M | 0.12% | +26,889+15.5% | Added |
| Citigroup Inc | 194,255 | $3.66M | 0.00% | −19,356−9.1% | Reduced |
| NFJ Investment Group, LLC | 188,889 | $3.56M | 0.10% | −308,280−62.0% | Reduced |
| Creative Planning | 186,279 | $3.51M | 0.00% | −2,241−1.2% | Reduced |
| Engineers Gate Manager LP | 185,357 | $3.49M | 0.09% | +72,494+64.2% | Added |
| California State Teachers Retirement System | 174,720 | $3.29M | 0.00% | −12,074−6.5% | Reduced |
| Thrivent Financial for Lutherans | 173,639 | $3.27M | 0.01% | +2,279+1.3% | Added |
| Wells Fargo & Company | 168,222 | $3.17M | 0.00% | +31,192+22.8% | Added |
| LPL Financial LLC | 159,163 | $3.00M | 0.00% | +2,040+1.3% | Added |
| Twinbeech Capital LP | 157,969 | $2.98M | 0.06% | +80,710+104.5% | Added |
| Manufacturers Life Insurance Company, The | 155,320 | $2.93M | 0.00% | +8,145+5.5% | Added |
| Great West Life Assurance Co | 153,434 | $2.89M | 0.01% | −21,972−12.5% | Reduced |
| State of New Jersey Common Pension Fund D | 153,193 | $2.89M | 0.01% | +20,925+15.8% | Added |
| First Trust Advisors LP | 152,075 | $2.87M | 0.00% | −228,197−60.0% | Reduced |
| Qsemble Capital Management, LP | 146,503 | $2.76M | 0.60% | +146,503 | New |
| Schonfeld Strategic Advisors LLC | 145,169 | $2.73M | 0.02% | −506,527−77.7% | Reduced |
| Texas Permanent School Fund | 144,353 | $2.72M | 0.02% | +1,692+1.2% | Added |
| Graham Capital Management, L.P. | 141,727 | $2.67M | 0.08% | −88,119−38.3% | Reduced |
| VELA Investment Management, LLC | 141,642 | $2.67M | 0.98% | +9,107+6.9% | Added |
| HRT Financial LP | 129,581 | $2.44M | 0.02% | +101,119+355.3% | Added |
| Savant Capital, LLC | 129,483 | $2.44M | 0.03% | +129,483 | New |
| Guggenheim Capital LLC | 129,127 | $2.43M | 0.02% | +44,678+52.9% | Added |
| D. E. Shaw & Co., Inc. | 126,241 | $2.38M | 0.00% | +49,791+65.1% | Added |
| Agf Management Ltd | 125,480 | $2.36M | 0.01% | −21,027−14.4% | Reduced |
| Bank of Montreal | 120,502 | $2.28M | 0.00% | +42,472+54.4% | Added |
| Gabelli Funds LLC | 117,000 | $2.20M | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 115,200 | $2.17M | 0.00% | −27,600−19.3% | Reduced |
| Amalgamated Bank | 103,012 | $1.94M | 0.02% | −13,639−11.7% | Reduced |
| Legato Capital Management LLC | 100,484 | $1.89M | 0.23% | +11,978+13.5% | Added |
| Dean Capital Management | 100,484 | $1.89M | 1.10% | +11,978+13.5% | Added |
| Advisor Group Holdings, Inc. | 99,696 | $1.88M | 0.00% | −71,264−41.7% | Reduced |
| Mutual of America Capital Management LLC | 99,545 | $1.88M | 0.02% | −3,770−3.6% | Reduced |
| MetLife Investment Management | 98,757 | $1.86M | 0.01% | −2,547−2.5% | Reduced |