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Livermore
Livermore
ZHEN

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.

Q2 2024 vs. Q1 2024

How the institutions holding Wendy's Co changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of WEN: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders3646392+34
Shares175.3M321.4K175.8M+834.5K (+0.5%)
Value$3.30B$6.06M$2.98B−$315.6M (−9.6%)

6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Wendy's Co at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to WEN in Q2 2024
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.2,481,400$42.1M0.14%
Assenagon Asset Management S.A.1,007,904$17.1M0.04%
Davidson Kempner Capital Management LP650,000$11.0M0.18%
Mirae Asset Global ETFs Holdings Ltd.644,615$10.9M0.03%
Corebridge Financial, Inc.211,252$3.58M0.02%
Neo Ivy Capital Management170,264$2.89M0.57%
Trexquant Investment LP158,574$2.69M0.04%
Concurrent Investment Advisors, LLC97,076$1.65M0.05%
Nomura Holdings Inc66,713$1.13M0.01%
Mattson Financial Services, LLC65,691$1.11M0.40%
Aigen Investment Management, LP64,245$1.09M0.21%
HSBC Holdings PLC62,605$1.06M0.00%
Canada Pension Plan Investment Board60,700$1.03M0.00%
Kimelman & Baird, LLC58,878$998.6K0.08%
Atria Investments LLC52,856$896.4K0.01%
Regal Investment Advisors LLC47,439$804.6K0.05%
Axq Capital, LP46,725$792.5K0.19%
Simplex Trading, LLC43,594$739.0K0.02%
Pallas Capital Advisors LLC38,854$702.1K0.03%
Brown Financial Advisors39,943$677.4K0.30%
Rothschild Investment LLC35,100$595.3K0.04%
State of Tennessee, Treasury Department35,000$593.6K0.00%
Quinn Opportunity Partners LLC34,000$576.6K0.07%
Redwood Investment Management, LLC31,786$539.0K0.05%
Paloma Partners Management Co30,838$523.0K0.05%
Sanctuary Advisors, LLC24,841$500.3K0.00%
Susquehanna International Group, LLP28,280$479.6K0.00%
Frank, Rimerman Advisors LLC27,156$460.6K0.03%
Two Sigma Securities, LLC25,200$427.4K0.02%
Empowered Funds, LLC21,979$372.8K0.01%
ClearAlpha Technologies LP17,710$300.4K0.12%
Algert Global LLC17,599$298.5K0.01%
Hardy Reed LLC17,110$290.2K0.03%
Omers Administration Corp16,600$281.5K0.00%
Gries Financial LLC15,759$267.3K0.05%
EntryPoint Capital, LLC15,666$265.7K0.12%
Avantax Advisory Services, Inc.15,386$261.0K0.00%
Optimist Retirement Group LLC14,951$253.6K0.13%
Intech Investment Management LLC14,820$251.3K0.00%
Merit Financial Group, LLC14,647$248.4K0.01%
MQS Management LLC14,607$247.7K0.15%
Lazard Asset Management LLC14,190$240.0K0.00%
Sym Financial Corp13,695$232.3K0.04%
Foundations Investment Advisors, LLC11,978$203.1K0.00%
Probity Advisors, Inc.10,974$186.1K0.04%
Independent Advisor Alliance10,916$185.1K0.01%
Stephens Inc10,548$178.9K0.00%
Arete Wealth Advisors, LLC10,417$176.0K0.01%
Buckingham Strategic Wealth, LLC10,089$171.1K0.00%
Brown Brothers Harriman & Co9,515$161.4K0.00%
Viking Fund Management LLC5,000$84.8K0.02%
Caption Management, LLC5,000$84.8K0.01%
International Assets Investment Management, LLC1,967$33.4K0.00%
Quarry LP1,779$30.2K0.01%
Strategic Investment Solutions, Inc.1,582$26.8K0.01%
Jones Financial Companies LLLP1,251$21.2K0.00%
Cullen/Frost Bankers, Inc.1,076$18.2K0.00%
Cultivar Capital, Inc.850$14.4K0.01%
Coppell Advisory Solutions LLC704$11.9K0.00%
Point72 Hong Kong Ltd700$11.9K0.00%
Stone House Investment Management, LLC505$8.56K0.00%
Bangor Savings Bank500$8.48K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.300$5.09K0.00%
EdgeRock Capital LLC200$3.39K0.00%
Lynx Investment Advisory192$3.26K0.00%
Ibex Wealth Advisors173$2.93K0.00%
Ronald Blue Trust, Inc.151$2.85K0.00%
Red Tortoise LLC134$2.27K0.00%
Smartleaf Asset Management LLC117$1.98K0.00%
Parkside Financial Bank & Trust99$1.68K0.00%
Triad Wealth Partners, LLC87$1.48K0.00%
Innealta Capital, LLC84$1.43K0.00%
Ashton Thomas Private Wealth, LLC41$6950.00%
GHP Investment Advisors, Inc.23$3910.00%
Optiver Holding B.V.21$3560.00%
McClarren Financial Advisors, Inc.16$00.00%

Sold out (42)

Institutions that held Wendy's Co at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of WEN in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Citadel Advisors LLC1,496,415$28.2M
Man Group plc478,345$9.01M
Baird Financial Group, Inc.346,005$6.52M
Landscape Capital Management, L.L.C.268,789$5.06M
American International Group, Inc.222,582$4.19M
Twinbeech Capital LP157,969$2.98M
Qsemble Capital Management, LP146,503$2.76M
Texas Permanent School Fund144,353$2.72M
Graham Capital Management, L.P.141,727$2.67M
HRT Financial LP129,581$2.44M
Savoir Faire Capital Management, L.P.82,216$1.55M
Numerai GP LLC73,202$1.38M
Bridgefront Capital, LLC55,229$1.04M
Teza Capital Management LLC49,027$923.7K
Allianz Asset Management GmbH44,198$832.7K
Wesbanco Bank Inc42,915$808.5K
Duality Advisers, LP37,471$706.0K
Linden Thomas Advisory Services, LLC32,727$616.6K
PEAK6 Investments LLC32,337$609.2K
Jump Financial, LLC30,000$565.2K
Highland Capital Management Fund Advisors, L.P.20,871$393.2K
Boothbay Fund Management, LLC14,958$281.8K
Los Angeles Capital Management LLC13,107$246.9K
Phoenix Holdings Ltd.13,000$244.2K
Oppenheimer & Co Inc12,245$230.7K
Capula Management Ltd11,982$225.7K
Beverly Hills Private Wealth, LLC11,427$215.3K
Semanteon Capital Management, LP11,122$209.5K
Systematic Portfolios LLC3,561$206.4K
Stratos Wealth Partners, LTD.10,872$204.8K
Impact Partnership Wealth, LLC10,704$201.7K
Headlands Technologies LLC3,566$67.2K
Abich Financial Wealth Management LLC2,359$44.4K
GoalVest Advisory LLC340$6.41K
Bullock Wealth Management Group251$4.66K
Anchor Investment Management, LLC200$3.77K
VitalStone Financial, LLC149$3.00K
Main Street Group, LTD43$799
AdvisorNet Financial, Inc41$772
First Manhattan Co29$546
Opal Wealth Advisors, LLC15$283
Tfo-TDC, LLC4$75

Not filed for Q2 2024 yet (6)

Institutions that held Wendy's Co at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEN in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG308,828$5.82M
Handelsinvest Investeringsforvaltning8,780$165.0K
Pflug Koory, LLC2,805$52.8K
Highlander Capital Management, LLC1,000$18.8K
Shell Asset Management Co1$0
Cutler Group LP18$0