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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 16,111 | $304.0K | 0.01% | +38+0.2% | Added |
| Proequities, Inc. | 16,134 | $304.0K | 0.02% | −727−4.3% | Reduced |
| Toroso Investments, LLC | 16,079 | $302.9K | 0.01% | +1,577+10.9% | Added |
| Capital Fund Management S.A. | 16,051 | $302.4K | 0.00% | +16,051 | New |
| Buckingham Strategic Partners | 15,974 | $300.9K | 0.01% | +15,974 | New |
| Financial Advocates Investment Management | 15,410 | $290.3K | 0.02% | +654+4.4% | Added |
| FSM Wealth Advisors, LLC | 15,300 | $288.3K | 0.10% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 15,208 | $287.0K | 0.01% | −235−1.5% | Reduced |
| Janney Montgomery Scott LLC | 15,170 | $286.0K | 0.00% | +801+5.6% | Added |
| 1st Source Bank | 15,085 | $284.2K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 14,958 | $281.8K | 0.01% | −34,818−69.9% | Reduced |
| HB Wealth Management, LLC | 14,802 | $278.9K | 0.00% | −659−4.3% | Reduced |
| Maryland State Retirement & Pension System | 13,617 | $260.1K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 13,739 | $258.8K | 0.01% | −360−2.6% | Reduced |
| Private Advisor Group, LLC | 13,365 | $251.8K | 0.00% | −978−6.8% | Reduced |
| Los Angeles Capital Management LLC | 13,107 | $246.9K | 0.00% | −47,973−78.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $244.9K | 0.04% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 13,000 | $244.2K | 0.00% | +13,000 | New |
| SG Americas Securities, LLC | 12,800 | $241.0K | 0.00% | −3,731−22.6% | Reduced |
| JustInvest LLC | 12,789 | $241.0K | 0.01% | +12,789 | New |
| Walleye Capital LLC | 12,685 | $239.0K | 0.00% | +11,095+697.8% | Added |
| Ci Investments Inc. | 12,617 | $238.0K | 0.00% | +2,633+26.4% | Added |
| Wolverine Trading, LLC | 12,456 | $234.7K | 0.00% | +12,456 | New |
| Quantinno Capital Management LP | 12,355 | $233.0K | 0.01% | +12,355 | New |
| Point72 (DIFC) Ltd | 12,339 | $232.5K | 0.02% | +12,339 | New |
| Oppenheimer & Co Inc | 12,245 | $230.7K | 0.00% | −1,555−11.3% | Reduced |
| Becker Capital Management Inc | 12,235 | $230.5K | 0.01% | −1,530−11.1% | Reduced |
| King Wealth | 12,137 | $229.0K | 0.04% | −1,042−7.9% | Reduced |
| Cerity Partners LLC | 12,037 | $226.8K | 0.00% | +12,037 | New |
| CWM, LLC | 11,993 | $226.0K | 0.00% | +1,621+15.6% | Added |
| Capital Investment Advisors, LLC | 11,991 | $225.9K | 0.01% | +150+1.3% | Added |
| Capula Management Ltd | 11,982 | $225.7K | 0.01% | +11,982 | New |
| United Services Automobile Association | 11,928 | $224.7K | 0.01% | −1,458−10.9% | Reduced |
| Csenge Advisory Group | 11,684 | $220.1K | 0.01% | +470+4.2% | Added |
| Beverly Hills Private Wealth, LLC | 11,427 | $215.3K | 0.05% | +153+1.4% | Added |
| Johnson Investment Counsel Inc | 11,425 | $215.2K | 0.00% | −272−2.3% | Reduced |
| Semanteon Capital Management, LP | 11,122 | $209.5K | 0.13% | +11,122 | New |
| Whitcomb & Hess, Inc. | 11,079 | $208.7K | 0.07% | +144+1.3% | Added |
| Huntington National Bank | 11,002 | $207.3K | 0.00% | −4,083−27.1% | Reduced |
| Systematic Portfolios LLC | 3,561 | $206.4K | 0.71% | +3,561 | New |
| Stratos Wealth Partners, LTD. | 10,872 | $204.8K | 0.00% | −1,873−14.7% | Reduced |
| Impact Partnership Wealth, LLC | 10,704 | $201.7K | 0.08% | +10,704 | New |
| Cresset Asset Management, LLC | 10,549 | $198.8K | 0.00% | +10,549 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 10,456 | $197.0K | 0.05% | +10,456 | New |
| Everhart Financial Group, Inc. | 10,248 | $193.1K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,288 | $191.3K | 0.00% | +10,288 | New |
| Pinnacle Associates Ltd | 10,040 | $189.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,336 | $175.9K | 0.00% | −14,801−61.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 8,780 | $165.0K | 0.08% | −4,558−34.2% | Reduced |
| DekaBank Deutsche Girozentrale | 7,223 | $135.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 6,800 | $128.1K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 6,575 | $124.0K | 0.08% | +1,269+23.9% | Added |
| Western Pacific Wealth Management, LP | 6,315 | $119.0K | 0.09% | +6,315 | New |
| Umb Bank N A | 5,750 | $108.3K | 0.00% | +5,325+1,252.9% | Added |
| Richardson Financial Services Inc. | 5,270 | $99.3K | 0.07% | +180+3.5% | Added |
| Continuum Advisory, LLC | 4,832 | $93.9K | 0.01% | +4,832 | New |
| FinTrust Capital Advisors, LLC | 4,510 | $85.0K | 0.02% | −640−12.4% | Reduced |
| Allworth Financial LP | 4,366 | $82.3K | 0.00% | −290−6.2% | Reduced |
| IFP Advisors, Inc | 4,324 | $81.5K | 0.00% | +213+5.2% | Added |
| Walleye Trading LLC | 4,225 | $79.6K | 0.00% | +4,225 | New |
| Private Trust Co NA | 4,200 | $79.1K | 0.01% | +3,800+950.0% | Added |
| Hexagon Capital Partners LLC | 4,108 | $77.4K | 0.02% | +1,265+44.5% | Added |
| Peoples Bank | 3,679 | $69.3K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 3,584 | $68.0K | 0.00% | −7,651−68.1% | Reduced |
| Headlands Technologies LLC | 3,566 | $67.2K | 0.02% | +3,566 | New |
| Fifth Third Bancorp | 3,452 | $65.0K | 0.00% | +1,100+46.8% | Added |
| Russell Investments Group, Ltd. | 3,320 | $62.5K | 0.00% | +100+3.1% | Added |
| State of Wyoming | 3,307 | $62.3K | 0.01% | −1,078−24.6% | Reduced |
| Harbor Investment Advisory, LLC | 3,050 | $57.5K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,031 | $57.0K | 0.00% | +141+4.9% | Added |
| Pflug Koory, LLC | 2,805 | $52.8K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,655 | $50.0K | 0.00% | −367−12.1% | Reduced |
| Global Retirement Partners, LLC | 2,552 | $48.1K | 0.00% | −199−7.2% | Reduced |
| Abich Financial Wealth Management LLC | 2,359 | $44.4K | 0.03% | +2,359 | New |
| Mather Group, LLC. | 2,263 | $44.1K | 0.00% | +2,263 | New |
| Ancora Advisors, LLC | 2,280 | $43.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,252 | $42.4K | 0.00% | +105+4.9% | Added |
| Leonteq Securities AG | 2,172 | $40.9K | 0.01% | +1,950+878.4% | Added |
| Hazlett, Burt & Watson, Inc. | 2,125 | $40.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,122 | $40.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,935 | $36.4K | 0.00% | +1,935 | New |
| Bessemer Group Inc | 1,872 | $35.0K | 0.00% | +1,551+483.2% | Added |
| Quadrant Capital Group LLC | 1,716 | $32.3K | 0.00% | −400−18.9% | Reduced |
| Johnson Financial Group, Inc. | 1,655 | $31.2K | 0.00% | −2,755−62.5% | Reduced |
| Salomon & Ludwin, LLC | 1,568 | $29.5K | 0.00% | +1,240+378.0% | Added |
| Field & Main Bank | 1,500 | $28.3K | 0.01% | 00.0% | Unchanged |
| Motco | 1,417 | $26.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,358 | $25.6K | 0.00% | +344+33.9% | Added |
| GWM Advisors LLC | 1,301 | $24.5K | 0.00% | −523−28.7% | Reduced |
| LRI Investments, LLC | 1,258 | $23.7K | 0.01% | +1,258 | New |
| First United Bank Trust | 1,233 | $23.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,198 | $22.6K | 0.00% | −92−7.1% | Reduced |
| Farmers & Merchants Investments Inc | 1,137 | $21.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,090 | $20.5K | 0.00% | −247−18.5% | Reduced |
| Principal Securities, Inc. | 1,065 | $20.1K | 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 |
| 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 |
| Rise Advisors, LLC | 895 | $16.9K | 0.01% | +895 | New |