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, Q2 2024
Institutional positions in Wendy's Co as of Jun 30, 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
- 392
- +34 vs. Q1 2024
- Shares held
- 175.8M
- +834.5K (+0.5%) vs. Q1 2024
- Total value
- $2.98B
- −$315.6M (−9.6%) vs. Q1 2024
- New holders
- 76
- 130 more added
- Sold out
- 42
- 119 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 16 | $0 | 0.00% | +16 | New |
| HighMark Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Burkett Financial Services, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Tyler-Stone Wealth Management | 4 | $68 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $122 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 9 | $151 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $187 | 0.00% | +6+120.0% | Added |
| Clear Point Advisors Inc. | 11 | $192 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $255 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $340 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 21 | $356 | 0.00% | +21 | New |
| GHP Investment Advisors, Inc. | 23 | $391 | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 24 | $408 | 0.00% | −6−20.0% | Reduced |
| IAG Wealth Partners, LLC | 27 | $458 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 41 | $695 | 0.00% | +41 | New |
| Spire Wealth Management | 60 | $1.02K | 0.00% | −446−88.1% | Reduced |
| Assetmark, Inc | 60 | $1.02K | 0.00% | −348−85.3% | Reduced |
| Bell Investment Advisors, Inc | 62 | $1.05K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 68 | $1.32K | 0.00% | +32+88.9% | Added |
| Innealta Capital, LLC | 84 | $1.43K | 0.00% | +84 | New |
| Triad Wealth Partners, LLC | 87 | $1.48K | 0.00% | +87 | New |
| Parkside Financial Bank & Trust | 99 | $1.68K | 0.00% | +99 | New |
| Caldwell Sutter Capital, Inc. | 100 | $1.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $1.81K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 117 | $1.98K | 0.00% | +117 | New |
| Red Tortoise LLC | 134 | $2.27K | 0.00% | +134 | New |
| Blue Bell Private Wealth Management, LLC | 157 | $2.66K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 151 | $2.85K | 0.00% | +151 | New |
| Ibex Wealth Advisors | 173 | $2.93K | 0.00% | +173 | New |
| St Germain D J Co Inc | 174 | $2.95K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 192 | $3.26K | 0.00% | +192 | New |
| EverSource Wealth Advisors, LLC | 195 | $3.30K | 0.00% | +42+27.5% | Added |
| Transcendent Capital Group LLC | 200 | $3.39K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $3.39K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 200 | $3.39K | 0.00% | +200 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $3.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 238 | $4.00K | 0.00% | −1,634−87.3% | Reduced |
| GWM Advisors LLC | 256 | $4.34K | 0.00% | −1,045−80.3% | Reduced |
| Oakworth Capital, Inc. | 257 | $4.36K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 285 | $4.83K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 268 | $5.00K | 0.00% | +17+6.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $5.09K | 0.00% | +300 | New |
| Salomon & Ludwin, LLC | 310 | $5.26K | 0.00% | −1,258−80.2% | Reduced |
| NBT Bank N A | 334 | $5.67K | 0.00% | +5+1.5% | Added |
| Harbour Investments, Inc. | 341 | $5.78K | 0.00% | −127−27.1% | Reduced |
| First Community Trust NA | 350 | $5.94K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 350 | $5.94K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 357 | $6.05K | 0.00% | +2+0.6% | Added |
| Natixis | 362 | $6.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 369 | $6.26K | 0.00% | −97−20.8% | Reduced |
| LGT Financial Advisors LLC | 377 | $6.39K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 389 | $6.60K | 0.00% | +350+897.4% | Added |
| Private Trust Co NA | 400 | $6.78K | 0.00% | −3,800−90.5% | Reduced |
| Farther Finance Advisors, LLC | 417 | $6.86K | 0.00% | +145+53.3% | Added |
| Financial Management Professionals, Inc. | 425 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 422 | $7.04K | 0.00% | +7+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 437 | $7.41K | 0.00% | −163−27.2% | Reduced |
| McIlrath & Eck, LLC | 476 | $8.07K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 500 | $8.48K | 0.00% | +500 | New |
| Stone House Investment Management, LLC | 505 | $8.56K | 0.00% | +505 | New |
| Indiana Trust & Investment Management CO | 541 | $9.18K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 572 | $9.70K | 0.00% | +541+1,745.2% | Added |
| TD Waterhouse Canada Inc. | 600 | $9.90K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 580 | $10.0K | 0.00% | −3−0.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 600 | $10.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 689 | $11.0K | 0.00% | +11+1.6% | Added |
| Arrow Financial Corp | 670 | $11.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 683 | $11.6K | 0.00% | +406+146.6% | Added |
| Point72 Hong Kong Ltd | 700 | $11.9K | 0.00% | +700 | New |
| Coppell Advisory Solutions LLC | 704 | $11.9K | 0.00% | +704 | New |
| Pittenger & Anderson Inc | 750 | $12.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $13.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 827 | $14.0K | 0.00% | +74+9.8% | Added |
| Cultivar Capital, Inc. | 850 | $14.4K | 0.01% | +850 | New |
| Rise Advisors, LLC | 908 | $15.4K | 0.01% | +13+1.5% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,023 | $17.0K | 0.00% | +7+0.7% | Added |
| Creative Financial Designs Inc | 1,017 | $17.3K | 0.00% | +8+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,076 | $18.2K | 0.00% | +1,076 | New |
| Principal Securities, Inc. | 1,106 | $18.8K | 0.00% | +41+3.8% | Added |
| Farmers & Merchants Investments Inc | 1,137 | $19.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,162 | $19.7K | 0.00% | +730+169.0% | Added |
| First United Bank Trust | 1,233 | $20.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,251 | $21.2K | 0.00% | +1,251 | New |
| LRI Investments, LLC | 1,258 | $21.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,377 | $23.4K | 0.00% | +287+26.3% | Added |
| Motco | 1,417 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,434 | $24.3K | 0.00% | +236+19.7% | Added |
| Field & Main Bank | 1,500 | $25.4K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,511 | $25.6K | 0.01% | −8,945−85.5% | Reduced |
| Strategic Investment Solutions, Inc. | 1,582 | $26.8K | 0.01% | +1,582 | New |
| Johnson Financial Group, Inc. | 1,655 | $28.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,771 | $30.0K | 0.00% | −164−8.5% | Reduced |
| Quarry LP | 1,779 | $30.2K | 0.01% | +1,779 | New |
| Fifth Third Bancorp | 1,820 | $30.9K | 0.00% | −1,632−47.3% | Reduced |
| International Assets Investment Management, LLC | 1,967 | $33.4K | 0.00% | +1,967 | New |
| Bartlett & Co. Wealth Management LLC | 2,122 | $36.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,125 | $36.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,147 | $36.4K | 0.00% | −105−4.7% | Reduced |