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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 2,280 | $38.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,384 | $40.4K | 0.01% | +212+9.8% | Added |
| Global Retirement Partners, LLC | 2,556 | $43.3K | 0.00% | +4+0.2% | Added |
| Russell Investments Group, Ltd. | 2,615 | $44.4K | 0.00% | −705−21.2% | Reduced |
| Mather Group, LLC. | 2,363 | $44.5K | 0.00% | +100+4.4% | Added |
| Signaturefd, LLC | 2,644 | $44.9K | 0.00% | +1,286+94.7% | Added |
| Van Eck Associates Corp | 2,760 | $47.0K | 0.00% | −271−8.9% | Reduced |
| Harbor Investment Advisory, LLC | 3,050 | $51.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,122 | $52.9K | 0.01% | −185−5.6% | Reduced |
| KBC Group NV | 3,584 | $61.0K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 3,679 | $62.4K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 3,878 | $68.5K | 0.00% | −488−11.2% | Reduced |
| Covestor Ltd | 4,139 | $70.0K | 0.05% | −2,436−37.0% | Reduced |
| IFP Advisors, Inc | 4,247 | $72.0K | 0.00% | −77−1.8% | Reduced |
| Quadrant Capital Group LLC | 4,396 | $74.6K | 0.01% | +2,680+156.2% | Added |
| Hexagon Capital Partners LLC | 4,483 | $76.0K | 0.02% | +375+9.1% | Added |
| FinTrust Capital Advisors, LLC | 4,510 | $76.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,882 | $82.8K | 0.01% | +50+1.0% | Added |
| Richardson Financial Services Inc. | 4,925 | $83.5K | 0.06% | −345−6.5% | Reduced |
| Viking Fund Management LLC | 5,000 | $84.8K | 0.02% | +5,000 | New |
| Caption Management, LLC | 5,000 | $84.8K | 0.01% | +5,000 | New |
| DekaBank Deutsche Girozentrale | 5,920 | $100.0K | 0.00% | −1,303−18.0% | Reduced |
| Umb Bank N A | 5,943 | $100.8K | 0.00% | +193+3.4% | Added |
| Western Pacific Wealth Management, LP | 6,315 | $107.1K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 6,800 | $115.3K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,515 | $161.4K | 0.00% | +9,515 | New |
| Pinnacle Associates Ltd | 10,040 | $170.3K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 10,089 | $171.1K | 0.00% | +10,089 | New |
| Everhart Financial Group, Inc. | 10,248 | $173.8K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 10,417 | $176.0K | 0.01% | +10,417 | New |
| Stephens Inc | 10,548 | $178.9K | 0.00% | +10,548 | New |
| HB Wealth Management, LLC | 10,562 | $179.1K | 0.00% | −4,240−28.6% | Reduced |
| Huntington National Bank | 10,588 | $179.6K | 0.00% | −414−3.8% | Reduced |
| Csenge Advisory Group | 10,811 | $183.4K | 0.01% | −873−7.5% | Reduced |
| Independent Advisor Alliance | 10,916 | $185.1K | 0.01% | +10,916 | New |
| Probity Advisors, Inc. | 10,974 | $186.1K | 0.04% | +10,974 | New |
| Whitcomb & Hess, Inc. | 11,240 | $190.6K | 0.06% | +161+1.5% | Added |
| Johnson Investment Counsel Inc | 11,425 | $193.8K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 11,882 | $201.5K | 0.01% | −3,528−22.9% | Reduced |
| United Services Automobile Association | 11,928 | $202.3K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,978 | $203.1K | 0.00% | +11,978 | New |
| Ci Investments Inc. | 12,113 | $205.0K | 0.00% | −504−4.0% | Reduced |
| King Wealth | 12,137 | $206.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,158 | $206.2K | 0.00% | +167+1.4% | Added |
| Becker Capital Management Inc | 12,235 | $207.5K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,306 | $208.7K | 0.00% | −1,059−7.9% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $220.5K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,202 | $223.9K | 0.00% | −116,281−89.8% | Reduced |
| Securian Asset Management, Inc | 13,252 | $224.8K | 0.01% | −487−3.5% | Reduced |
| Maryland State Retirement & Pension System | 13,617 | $230.9K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 13,695 | $232.3K | 0.04% | +13,695 | New |
| Toroso Investments, LLC | 13,866 | $235.2K | 0.00% | −2,213−13.8% | Reduced |
| Janney Montgomery Scott LLC | 14,132 | $240.0K | 0.00% | −1,038−6.8% | Reduced |
| Lazard Asset Management LLC | 14,190 | $240.0K | 0.00% | +14,190 | New |
| JustInvest LLC | 14,860 | $244.3K | 0.00% | +2,071+16.2% | Added |
| Crossmark Global Holdings, Inc. | 14,404 | $245.0K | 0.00% | −804−5.3% | Reduced |
| MQS Management LLC | 14,607 | $247.7K | 0.15% | +14,607 | New |
| Envestnet Asset Management Inc | 14,612 | $247.8K | 0.00% | −265,391−94.8% | Reduced |
| Merit Financial Group, LLC | 14,647 | $248.4K | 0.01% | +14,647 | New |
| Intech Investment Management LLC | 14,820 | $251.3K | 0.00% | +14,820 | New |
| Optimist Retirement Group LLC | 14,951 | $253.6K | 0.13% | +14,951 | New |
| 1st Source Bank | 15,085 | $255.8K | 0.01% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 15,330 | $260.0K | 0.09% | +30+0.2% | Added |
| Avantax Advisory Services, Inc. | 15,386 | $261.0K | 0.00% | +15,386 | New |
| Quest Partners LLC | 15,496 | $262.8K | 0.04% | −71,362−82.2% | Reduced |
| Proequities, Inc. | 15,505 | $263.0K | 0.02% | −629−3.9% | Reduced |
| EntryPoint Capital, LLC | 15,666 | $265.7K | 0.12% | +15,666 | New |
| Bank of Nova Scotia | 15,693 | $266.2K | 0.00% | −3,081−16.4% | Reduced |
| Gries Financial LLC | 15,759 | $267.3K | 0.05% | +15,759 | New |
| Pathstone Holdings, LLC | 16,047 | $272.2K | 0.00% | −677−4.0% | Reduced |
| Hantz Financial Services, Inc. | 16,168 | $274.0K | 0.01% | +57+0.4% | Added |
| Burney Co | 16,288 | $276.2K | 0.01% | −45,880−73.8% | Reduced |
| Omers Administration Corp | 16,600 | $281.5K | 0.00% | +16,600 | New |
| Great Valley Advisor Group, Inc. | 16,900 | $286.6K | 0.01% | −100−0.6% | Reduced |
| Hardy Reed LLC | 17,110 | $290.2K | 0.03% | +17,110 | New |
| Regions Financial Corp | 17,471 | $296.3K | 0.00% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 17,482 | $296.5K | 0.09% | +364+2.1% | Added |
| Algert Global LLC | 17,599 | $298.5K | 0.01% | +17,599 | New |
| CIBC Private Wealth Group, LLC | 18,894 | $299.1K | 0.00% | +8,606+83.7% | Added |
| We Are One Seven, LLC | 17,687 | $300.0K | 0.01% | +159+0.9% | Added |
| ClearAlpha Technologies LP | 17,710 | $300.4K | 0.12% | +17,710 | New |
| Private Wealth Strategies, L.L.C. | 17,869 | $303.1K | 0.06% | +10.0% | Added |
| Arkadios Wealth Advisors | 17,944 | $304.3K | 0.02% | −2,106−10.5% | Reduced |
| Petrus Trust Company, LTA | 18,210 | $308.8K | 0.03% | −14,951−45.1% | Reduced |
| Walleye Trading LLC | 18,291 | $310.2K | 0.01% | +14,066+332.9% | Added |
| State of Alaska, Department of Revenue | 18,482 | $313.0K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 18,500 | $313.8K | 0.00% | −300−1.6% | Reduced |
| Buckingham Strategic Partners | 19,222 | $326.0K | 0.01% | +3,248+20.3% | Added |
| Public Employees Retirement Association of Colorado | 19,911 | $338.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 20,267 | $343.7K | 0.05% | +217+1.1% | Added |
| Wolverine Trading, LLC | 20,425 | $346.4K | 0.01% | +7,969+64.0% | Added |
| Citigroup Inc | 21,498 | $364.6K | 0.00% | −172,757−88.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,592 | $366.2K | 0.00% | −939−4.2% | Reduced |
| Mariner, LLC | 21,650 | $367.2K | 0.00% | +3,293+17.9% | Added |
| Empowered Funds, LLC | 21,979 | $372.8K | 0.01% | +21,979 | New |
| US Bancorp | 22,094 | $374.7K | 0.00% | −181−0.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 22,435 | $380.5K | 0.11% | +2,515+12.6% | Added |
| Towerview LLC | 22,500 | $381.6K | 0.25% | −5,000−18.2% | Reduced |
| Pictet Asset Management Holding SA | 22,533 | $382.2K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 22,614 | $383.5K | 0.10% | +5,168+29.6% | Added |