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 |
|---|---|---|---|---|---|
| Citigroup Inc | 21,498 | $364.6K | 0.00% | −172,757−88.9% | Reduced |
| Wolverine Trading, LLC | 20,425 | $346.4K | 0.01% | +7,969+64.0% | Added |
| Paradigm Financial Partners, LLC | 20,267 | $343.7K | 0.05% | +217+1.1% | Added |
| Public Employees Retirement Association of Colorado | 19,911 | $338.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 19,222 | $326.0K | 0.01% | +3,248+20.3% | Added |
| Williams Jones Wealth Management, LLC. | 18,500 | $313.8K | 0.00% | −300−1.6% | Reduced |
| State of Alaska, Department of Revenue | 18,482 | $313.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 18,291 | $310.2K | 0.01% | +14,066+332.9% | Added |
| Petrus Trust Company, LTA | 18,210 | $308.8K | 0.03% | −14,951−45.1% | Reduced |
| Arkadios Wealth Advisors | 17,944 | $304.3K | 0.02% | −2,106−10.5% | Reduced |
| Private Wealth Strategies, L.L.C. | 17,869 | $303.1K | 0.06% | +10.0% | Added |
| ClearAlpha Technologies LP | 17,710 | $300.4K | 0.12% | +17,710 | New |
| We Are One Seven, LLC | 17,687 | $300.0K | 0.01% | +159+0.9% | Added |
| CIBC Private Wealth Group, LLC | 18,894 | $299.1K | 0.00% | +8,606+83.7% | Added |
| Algert Global LLC | 17,599 | $298.5K | 0.01% | +17,599 | New |
| My Legacy Advisors, LLC | 17,482 | $296.5K | 0.09% | +364+2.1% | Added |
| Regions Financial Corp | 17,471 | $296.3K | 0.00% | 00.0% | Unchanged |
| Hardy Reed LLC | 17,110 | $290.2K | 0.03% | +17,110 | New |
| Great Valley Advisor Group, Inc. | 16,900 | $286.6K | 0.01% | −100−0.6% | Reduced |
| Omers Administration Corp | 16,600 | $281.5K | 0.00% | +16,600 | New |
| Burney Co | 16,288 | $276.2K | 0.01% | −45,880−73.8% | Reduced |
| Hantz Financial Services, Inc. | 16,168 | $274.0K | 0.01% | +57+0.4% | Added |
| Pathstone Holdings, LLC | 16,047 | $272.2K | 0.00% | −677−4.0% | Reduced |
| Gries Financial LLC | 15,759 | $267.3K | 0.05% | +15,759 | New |
| Bank of Nova Scotia | 15,693 | $266.2K | 0.00% | −3,081−16.4% | Reduced |
| EntryPoint Capital, LLC | 15,666 | $265.7K | 0.12% | +15,666 | New |
| Proequities, Inc. | 15,505 | $263.0K | 0.02% | −629−3.9% | Reduced |
| Quest Partners LLC | 15,496 | $262.8K | 0.04% | −71,362−82.2% | Reduced |
| Avantax Advisory Services, Inc. | 15,386 | $261.0K | 0.00% | +15,386 | New |
| FSM Wealth Advisors, LLC | 15,330 | $260.0K | 0.09% | +30+0.2% | Added |
| 1st Source Bank | 15,085 | $255.8K | 0.01% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 14,951 | $253.6K | 0.13% | +14,951 | New |
| Intech Investment Management LLC | 14,820 | $251.3K | 0.00% | +14,820 | New |
| Merit Financial Group, LLC | 14,647 | $248.4K | 0.01% | +14,647 | New |
| Envestnet Asset Management Inc | 14,612 | $247.8K | 0.00% | −265,391−94.8% | Reduced |
| MQS Management LLC | 14,607 | $247.7K | 0.15% | +14,607 | New |
| Crossmark Global Holdings, Inc. | 14,404 | $245.0K | 0.00% | −804−5.3% | Reduced |
| JustInvest LLC | 14,860 | $244.3K | 0.00% | +2,071+16.2% | Added |
| 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 |
| Toroso Investments, LLC | 13,866 | $235.2K | 0.00% | −2,213−13.8% | Reduced |
| Sym Financial Corp | 13,695 | $232.3K | 0.04% | +13,695 | New |
| Maryland State Retirement & Pension System | 13,617 | $230.9K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 13,252 | $224.8K | 0.01% | −487−3.5% | Reduced |
| Savant Capital, LLC | 13,202 | $223.9K | 0.00% | −116,281−89.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $220.5K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,306 | $208.7K | 0.00% | −1,059−7.9% | Reduced |
| Becker Capital Management Inc | 12,235 | $207.5K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,158 | $206.2K | 0.00% | +167+1.4% | Added |
| King Wealth | 12,137 | $206.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 12,113 | $205.0K | 0.00% | −504−4.0% | Reduced |
| Foundations Investment Advisors, LLC | 11,978 | $203.1K | 0.00% | +11,978 | New |
| United Services Automobile Association | 11,928 | $202.3K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 11,882 | $201.5K | 0.01% | −3,528−22.9% | Reduced |
| Johnson Investment Counsel Inc | 11,425 | $193.8K | 0.00% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 11,240 | $190.6K | 0.06% | +161+1.5% | Added |
| Probity Advisors, Inc. | 10,974 | $186.1K | 0.04% | +10,974 | New |
| Independent Advisor Alliance | 10,916 | $185.1K | 0.01% | +10,916 | New |
| Csenge Advisory Group | 10,811 | $183.4K | 0.01% | −873−7.5% | Reduced |
| Huntington National Bank | 10,588 | $179.6K | 0.00% | −414−3.8% | Reduced |
| HB Wealth Management, LLC | 10,562 | $179.1K | 0.00% | −4,240−28.6% | Reduced |
| Stephens Inc | 10,548 | $178.9K | 0.00% | +10,548 | New |
| Arete Wealth Advisors, LLC | 10,417 | $176.0K | 0.01% | +10,417 | New |
| Everhart Financial Group, Inc. | 10,248 | $173.8K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 10,089 | $171.1K | 0.00% | +10,089 | New |
| Pinnacle Associates Ltd | 10,040 | $170.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,515 | $161.4K | 0.00% | +9,515 | New |
| S.A. Mason LLC | 6,800 | $115.3K | 0.07% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 6,315 | $107.1K | 0.08% | 00.0% | Unchanged |
| Umb Bank N A | 5,943 | $100.8K | 0.00% | +193+3.4% | Added |
| DekaBank Deutsche Girozentrale | 5,920 | $100.0K | 0.00% | −1,303−18.0% | 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 |
| Richardson Financial Services Inc. | 4,925 | $83.5K | 0.06% | −345−6.5% | Reduced |
| Continuum Advisory, LLC | 4,882 | $82.8K | 0.01% | +50+1.0% | Added |
| FinTrust Capital Advisors, LLC | 4,510 | $76.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,483 | $76.0K | 0.02% | +375+9.1% | Added |
| Quadrant Capital Group LLC | 4,396 | $74.6K | 0.01% | +2,680+156.2% | Added |
| IFP Advisors, Inc | 4,247 | $72.0K | 0.00% | −77−1.8% | Reduced |
| Covestor Ltd | 4,139 | $70.0K | 0.05% | −2,436−37.0% | Reduced |
| Allworth Financial LP | 3,878 | $68.5K | 0.00% | −488−11.2% | Reduced |
| Peoples Bank | 3,679 | $62.4K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 3,584 | $61.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,122 | $52.9K | 0.01% | −185−5.6% | Reduced |
| Harbor Investment Advisory, LLC | 3,050 | $51.7K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,760 | $47.0K | 0.00% | −271−8.9% | Reduced |
| Signaturefd, LLC | 2,644 | $44.9K | 0.00% | +1,286+94.7% | Added |
| Mather Group, LLC. | 2,363 | $44.5K | 0.00% | +100+4.4% | Added |
| Russell Investments Group, Ltd. | 2,615 | $44.4K | 0.00% | −705−21.2% | Reduced |
| Global Retirement Partners, LLC | 2,556 | $43.3K | 0.00% | +4+0.2% | Added |
| Leonteq Securities AG | 2,384 | $40.4K | 0.01% | +212+9.8% | Added |
| Ancora Advisors, LLC | 2,280 | $38.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,147 | $36.4K | 0.00% | −105−4.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,125 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,122 | $36.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,967 | $33.4K | 0.00% | +1,967 | New |
| Fifth Third Bancorp | 1,820 | $30.9K | 0.00% | −1,632−47.3% | Reduced |
| Quarry LP | 1,779 | $30.2K | 0.01% | +1,779 | New |
| CoreCap Advisors, LLC | 1,771 | $30.0K | 0.00% | −164−8.5% | Reduced |
| Johnson Financial Group, Inc. | 1,655 | $28.1K | 0.00% | 00.0% | Unchanged |