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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 800 | $15.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 600 | $15.1K | 0.00% | −985−62.1% | Reduced |
| Quent Capital, LLC | 753 | $14.2K | 0.00% | +72+10.6% | Added |
| Pittenger & Anderson Inc | 750 | $14.1K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 670 | $12.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 678 | $12.0K | 0.00% | +9+1.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 600 | $11.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $11.3K | 0.00% | −225−27.3% | Reduced |
| AlphaMark Advisors, LLC | 583 | $11.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 541 | $10.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 506 | $9.53K | 0.00% | −56−10.0% | Reduced |
| McIlrath & Eck, LLC | 476 | $8.97K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 468 | $8.82K | 0.00% | +360+333.3% | Added |
| Massmutual Trust Co FSB | 466 | $8.78K | 0.00% | +129+38.3% | Added |
| Cornerstone Planning Group LLC | 415 | $8.28K | 0.00% | +6+1.5% | Added |
| Venturi Wealth Management, LLC | 432 | $8.14K | 0.00% | +432 | New |
| Financial Management Professionals, Inc. | 425 | $8.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 408 | $7.69K | 0.00% | −354−46.5% | Reduced |
| LGT Financial Advisors LLC | 377 | $7.10K | 0.01% | 00.0% | Unchanged |
| Natixis | 362 | $6.82K | 0.00% | +67+22.7% | Added |
| Sound Income Strategies, LLC | 355 | $6.68K | 0.00% | +201+130.5% | Added |
| 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 |
| GoalVest Advisory LLC | 340 | $6.41K | 0.00% | +340 | New |
| NBT Bank N A | 329 | $6.20K | 0.00% | +4+1.2% | Added |
| Princeton Global Asset Management LLC | 285 | $5.37K | 0.00% | −315−52.5% | Reduced |
| GAMMA Investing LLC | 277 | $5.22K | 0.00% | −4−1.4% | Reduced |
| Farther Finance Advisors, LLC | 272 | $5.06K | 0.00% | −2−0.7% | Reduced |
| Capital Advisors, Ltd. LLC | 251 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 257 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 251 | $4.66K | 0.00% | +251 | New |
| Abound Wealth Management | 226 | $4.25K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $4.01K | 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 |
| St Germain D J Co Inc | 174 | $3.28K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 153 | $3.06K | 0.00% | −31−16.8% | Reduced |
| VitalStone Financial, LLC | 149 | $3.00K | 0.00% | +18+13.7% | Added |
| Blue Bell Private Wealth Management, LLC | 157 | $2.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $2.02K | 0.00% | −33−23.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $1.17K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 43 | $799 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 36 | $785 | 0.00% | −32−47.1% | Reduced |
| AdvisorNet Financial, Inc | 41 | $772 | 0.00% | +41 | New |
| SRS Capital Advisors, Inc. | 39 | $741 | 0.00% | −227−85.3% | Reduced |
| Versant Capital Management, Inc | 31 | $584 | 0.00% | −14−31.1% | Reduced |
| SJS Investment Consulting Inc. | 30 | $566 | 0.00% | −5−14.3% | Reduced |
| First Manhattan Co | 29 | $546 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $509 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $368 | 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 |
| Clear Point Advisors Inc. | 11 | $210 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 9 | $166 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $134 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $95 | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 4 | $76 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $75 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| HighMark Wealth Management LLC | 0 | $2 | 0.00% | −50−100.0% | Reduced |
| Shell Asset Management Co | 1 | $0 | 0.00% | −5,050−100.0% | Reduced |
| Cutler Group LP | 18 | $0 | 0.00% | −82−82.0% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −419,928−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −367,868−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −237,410−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −130,493−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −100,116−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −94,310−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −94,500−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −81,522−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −78,481−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −61,600−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −52,700−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −49,368−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −48,531−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −41,241−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −39,694−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −37,192−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −32,513−100.0% | Sold out |
| Dryden Capital, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −29,806−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −25,707−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −22,923−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,094−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −19,912−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −19,702−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −19,305−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −19,122−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −17,307−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −16,917−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,077−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −15,882−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,374−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −15,172−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −14,044−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −13,085−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |