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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 1 | $0 | 0.00% | −5,050−100.0% | Reduced |
| Cutler Group LP | 18 | $0 | 0.00% | −82−82.0% | Reduced |
| HighMark Wealth Management LLC | 0 | $2 | 0.00% | −50−100.0% | Reduced |
| Burkett Financial Services, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 4 | $75 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4 | $76 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $95 | 0.00% | +5 | New |
| Larson Financial Group LLC | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 9 | $166 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 11 | $210 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $283 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 15 | $283 | 0.00% | +15 | New |
| Clearstead Advisors, LLC | 20 | $368 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $509 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 29 | $546 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $566 | 0.00% | −5−14.3% | Reduced |
| Versant Capital Management, Inc | 31 | $584 | 0.00% | −14−31.1% | Reduced |
| SRS Capital Advisors, Inc. | 39 | $741 | 0.00% | −227−85.3% | Reduced |
| AdvisorNet Financial, Inc | 41 | $772 | 0.00% | +41 | New |
| American Capital Advisory, LLC | 36 | $785 | 0.00% | −32−47.1% | Reduced |
| Main Street Group, LTD | 43 | $799 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $1.17K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $2.02K | 0.00% | −33−23.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 157 | $2.96K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 149 | $3.00K | 0.00% | +18+13.7% | Added |
| EverSource Wealth Advisors, LLC | 153 | $3.06K | 0.00% | −31−16.8% | Reduced |
| St Germain D J Co Inc | 174 | $3.28K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $3.77K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $3.77K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $3.77K | 0.00% | +200 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $4.01K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 251 | $4.66K | 0.00% | +251 | New |
| Oakworth Capital, Inc. | 257 | $4.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 272 | $5.06K | 0.00% | −2−0.7% | Reduced |
| GAMMA Investing LLC | 277 | $5.22K | 0.00% | −4−1.4% | Reduced |
| Princeton Global Asset Management LLC | 285 | $5.37K | 0.00% | −315−52.5% | Reduced |
| NBT Bank N A | 329 | $6.20K | 0.00% | +4+1.2% | Added |
| GoalVest Advisory LLC | 340 | $6.41K | 0.00% | +340 | New |
| First Community Trust NA | 350 | $6.59K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 350 | $6.59K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 355 | $6.68K | 0.00% | +201+130.5% | Added |
| Natixis | 362 | $6.82K | 0.00% | +67+22.7% | Added |
| LGT Financial Advisors LLC | 377 | $7.10K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 408 | $7.69K | 0.00% | −354−46.5% | Reduced |
| Financial Management Professionals, Inc. | 425 | $8.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 432 | $8.14K | 0.00% | +432 | New |
| Cornerstone Planning Group LLC | 415 | $8.28K | 0.00% | +6+1.5% | Added |
| Massmutual Trust Co FSB | 466 | $8.78K | 0.00% | +129+38.3% | Added |
| Harbour Investments, Inc. | 468 | $8.82K | 0.00% | +360+333.3% | Added |
| McIlrath & Eck, LLC | 476 | $8.97K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 506 | $9.53K | 0.00% | −56−10.0% | Reduced |
| Indiana Trust & Investment Management CO | 541 | $10.2K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 583 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $11.3K | 0.00% | −225−27.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 600 | $11.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 678 | $12.0K | 0.00% | +9+1.3% | Added |
| Arrow Financial Corp | 670 | $12.6K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $14.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 753 | $14.2K | 0.00% | +72+10.6% | Added |
| TD Waterhouse Canada Inc. | 600 | $15.1K | 0.00% | −985−62.1% | Reduced |
| Optimum Investment Advisors | 800 | $15.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 895 | $16.9K | 0.01% | +895 | New |
| Highlander Capital Management, LLC | 1,000 | $18.8K | 0.01% | −400−28.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,016 | $19.0K | 0.00% | −43−4.1% | Reduced |
| Creative Financial Designs Inc | 1,009 | $19.0K | 0.00% | +8+0.8% | Added |
| Principal Securities, Inc. | 1,065 | $20.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,090 | $20.5K | 0.00% | −247−18.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,137 | $21.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,198 | $22.6K | 0.00% | −92−7.1% | Reduced |
| First United Bank Trust | 1,233 | $23.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,258 | $23.7K | 0.01% | +1,258 | New |
| GWM Advisors LLC | 1,301 | $24.5K | 0.00% | −523−28.7% | Reduced |
| Signaturefd, LLC | 1,358 | $25.6K | 0.00% | +344+33.9% | Added |
| Motco | 1,417 | $26.7K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,500 | $28.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,568 | $29.5K | 0.00% | +1,240+378.0% | Added |
| Johnson Financial Group, Inc. | 1,655 | $31.2K | 0.00% | −2,755−62.5% | Reduced |
| Quadrant Capital Group LLC | 1,716 | $32.3K | 0.00% | −400−18.9% | Reduced |
| Bessemer Group Inc | 1,872 | $35.0K | 0.00% | +1,551+483.2% | Added |
| CoreCap Advisors, LLC | 1,935 | $36.4K | 0.00% | +1,935 | New |
| Bartlett & Co. Wealth Management LLC | 2,122 | $40.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,125 | $40.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,172 | $40.9K | 0.01% | +1,950+878.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,252 | $42.4K | 0.00% | +105+4.9% | Added |
| Ancora Advisors, LLC | 2,280 | $43.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,263 | $44.1K | 0.00% | +2,263 | New |
| Abich Financial Wealth Management LLC | 2,359 | $44.4K | 0.03% | +2,359 | New |
| Global Retirement Partners, LLC | 2,552 | $48.1K | 0.00% | −199−7.2% | Reduced |
| Advisors Asset Management, Inc. | 2,655 | $50.0K | 0.00% | −367−12.1% | Reduced |
| Pflug Koory, LLC | 2,805 | $52.8K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,031 | $57.0K | 0.00% | +141+4.9% | Added |
| Harbor Investment Advisory, LLC | 3,050 | $57.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,307 | $62.3K | 0.01% | −1,078−24.6% | Reduced |
| Russell Investments Group, Ltd. | 3,320 | $62.5K | 0.00% | +100+3.1% | Added |
| Fifth Third Bancorp | 3,452 | $65.0K | 0.00% | +1,100+46.8% | Added |
| Headlands Technologies LLC | 3,566 | $67.2K | 0.02% | +3,566 | New |