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 |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 1,582 | $26.8K | 0.01% | +1,582 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,511 | $25.6K | 0.01% | −8,945−85.5% | Reduced |
| Field & Main Bank | 1,500 | $25.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,434 | $24.3K | 0.00% | +236+19.7% | Added |
| Motco | 1,417 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,377 | $23.4K | 0.00% | +287+26.3% | Added |
| LRI Investments, LLC | 1,258 | $21.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,251 | $21.2K | 0.00% | +1,251 | New |
| First United Bank Trust | 1,233 | $20.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,162 | $19.7K | 0.00% | +730+169.0% | Added |
| Farmers & Merchants Investments Inc | 1,137 | $19.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,106 | $18.8K | 0.00% | +41+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,076 | $18.2K | 0.00% | +1,076 | New |
| Creative Financial Designs Inc | 1,017 | $17.3K | 0.00% | +8+0.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,023 | $17.0K | 0.00% | +7+0.7% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 908 | $15.4K | 0.01% | +13+1.5% | Added |
| Cultivar Capital, Inc. | 850 | $14.4K | 0.01% | +850 | New |
| Quent Capital, LLC | 827 | $14.0K | 0.00% | +74+9.8% | Added |
| Optimum Investment Advisors | 800 | $13.6K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $12.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 704 | $11.9K | 0.00% | +704 | New |
| Point72 Hong Kong Ltd | 700 | $11.9K | 0.00% | +700 | New |
| GAMMA Investing LLC | 683 | $11.6K | 0.00% | +406+146.6% | Added |
| Arrow Financial Corp | 670 | $11.4K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 689 | $11.0K | 0.00% | +11+1.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 600 | $10.2K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 580 | $10.0K | 0.00% | −3−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 600 | $9.90K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 572 | $9.70K | 0.00% | +541+1,745.2% | Added |
| Indiana Trust & Investment Management CO | 541 | $9.18K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 505 | $8.56K | 0.00% | +505 | New |
| Bangor Savings Bank | 500 | $8.48K | 0.00% | +500 | New |
| McIlrath & Eck, LLC | 476 | $8.07K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 437 | $7.41K | 0.00% | −163−27.2% | Reduced |
| Cornerstone Planning Group LLC | 422 | $7.04K | 0.00% | +7+1.7% | Added |
| Financial Management Professionals, Inc. | 425 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 417 | $6.86K | 0.00% | +145+53.3% | Added |
| Private Trust Co NA | 400 | $6.78K | 0.00% | −3,800−90.5% | Reduced |
| SRS Capital Advisors, Inc. | 389 | $6.60K | 0.00% | +350+897.4% | Added |
| LGT Financial Advisors LLC | 377 | $6.39K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 369 | $6.26K | 0.00% | −97−20.8% | Reduced |
| Natixis | 362 | $6.14K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 357 | $6.05K | 0.00% | +2+0.6% | Added |
| 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 |
| Harbour Investments, Inc. | 341 | $5.78K | 0.00% | −127−27.1% | Reduced |
| NBT Bank N A | 334 | $5.67K | 0.00% | +5+1.5% | Added |
| Salomon & Ludwin, LLC | 310 | $5.26K | 0.00% | −1,258−80.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $5.09K | 0.00% | +300 | New |
| Capital Advisors, Ltd. LLC | 268 | $5.00K | 0.00% | +17+6.8% | Added |
| Princeton Global Asset Management LLC | 285 | $4.83K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 257 | $4.36K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 256 | $4.34K | 0.00% | −1,045−80.3% | Reduced |
| Bessemer Group Inc | 238 | $4.00K | 0.00% | −1,634−87.3% | Reduced |
| Abound Wealth Management | 226 | $3.83K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $3.61K | 0.00% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 195 | $3.30K | 0.00% | +42+27.5% | Added |
| Lynx Investment Advisory | 192 | $3.26K | 0.00% | +192 | New |
| St Germain D J Co Inc | 174 | $2.95K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 173 | $2.93K | 0.00% | +173 | New |
| Ronald Blue Trust, Inc. | 151 | $2.85K | 0.00% | +151 | New |
| Blue Bell Private Wealth Management, LLC | 157 | $2.66K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 134 | $2.27K | 0.00% | +134 | New |
| Smartleaf Asset Management LLC | 117 | $1.98K | 0.00% | +117 | New |
| JFS Wealth Advisors, LLC | 107 | $1.81K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $1.70K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 99 | $1.68K | 0.00% | +99 | New |
| Triad Wealth Partners, LLC | 87 | $1.48K | 0.00% | +87 | New |
| Innealta Capital, LLC | 84 | $1.43K | 0.00% | +84 | New |
| American Capital Advisory, LLC | 68 | $1.32K | 0.00% | +32+88.9% | Added |
| Bell Investment Advisors, Inc | 62 | $1.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 60 | $1.02K | 0.00% | −446−88.1% | Reduced |
| Assetmark, Inc | 60 | $1.02K | 0.00% | −348−85.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 41 | $695 | 0.00% | +41 | New |
| IAG Wealth Partners, LLC | 27 | $458 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $408 | 0.00% | −6−20.0% | Reduced |
| GHP Investment Advisors, Inc. | 23 | $391 | 0.00% | +23 | New |
| Optiver Holding B.V. | 21 | $356 | 0.00% | +21 | New |
| Clearstead Advisors, LLC | 20 | $340 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $255 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 11 | $192 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $187 | 0.00% | +6+120.0% | Added |
| Scarborough Advisors, LLC | 9 | $151 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $122 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4 | $68 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| HighMark Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 16 | $0 | 0.00% | +16 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,496,415−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −478,345−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −346,005−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −268,789−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −222,582−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −157,969−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −146,503−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −144,353−100.0% | Sold out |