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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.

Q3 2024 vs. Q2 2024

How the institutions holding Wendy's Co changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of WEN: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders3924394+6
Shares175.8M19.6M178.6M+22.4M (+14.3%)
Value$2.98B$333.0M$3.13B+$479.4M (+18.1%)

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held Wendy's Co at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to WEN in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.19,727,902$345.6M0.01%
Kodai Capital Management LP1,177,835$20.6M0.43%
Adage Capital Partners GP, L.L.C.513,000$8.99M0.02%
Alps Advisors Inc291,383$5.11M0.03%
Citadel Advisors LLC177,615$3.11M0.00%
Graham Capital Management, L.P.123,342$2.16M0.07%
Healthcare of Ontario Pension Plan Trust Fund94,700$1.66M0.00%
XTX Topco Ltd93,035$1.63M0.12%
Ieq Capital, LLC83,782$1.47M0.02%
Entropy Technologies, LP78,430$1.37M0.14%
Seven Eight Capital, LP75,307$1.32M0.12%
Donoghue Forlines LLC73,213$1.28M0.37%
AMG National Trust Bank62,276$1.09M0.03%
Blueshift Asset Management, LLC60,706$1.06M0.26%
ING Groep NV59,000$1.03M0.01%
Qsemble Capital Management, LP55,231$967.6K0.18%
Y-Intercept (Hong Kong) Ltd54,143$948.6K0.06%
Franklin Resources Inc39,334$763.1K0.00%
Centiva Capital, LP43,420$760.7K0.03%
HRT Financial LP42,728$748.0K0.00%
Crestline Management, LP40,188$704.1K0.04%
Colony Group, LLC36,726$643.4K0.00%
Inceptionr LLC32,130$562.9K0.14%
Garner Asset Management Corp27,586$483.0K0.22%
Headlands Technologies LLC27,351$479.2K0.06%
FORA Capital, LLC26,525$464.7K0.05%
Copley Financial Group, Inc.25,749$451.1K0.41%
Edgestream Partners, L.P.25,026$438.5K0.02%
Claro Advisors LLC22,501$394.2K0.05%
Ariadne Wealth Management, LP19,113$380.2K0.21%
PEAK6 Investments LLC18,883$330.8K0.02%
GTS Securities LLC16,491$288.9K0.01%
Natixis Advisors, L.P.14,737$258.0K0.00%
Oppenheimer & Co Inc13,465$235.9K0.00%
Brevan Howard Capital Management LP12,984$227.5K0.01%
Capital Performance Advisors LLP12,565$220.1K0.07%
DRW Securities, LLC12,530$219.5K0.01%
nVerses Capital, LLC12,100$212.0K0.10%
M&T Bank Corp11,889$208.1K0.00%
Evoke Wealth, LLC11,707$205.1K0.01%
Chicago Partners Investment Group LLC10,132$194.3K0.01%
GW Henssler & Associates Ltd10,698$187.4K0.01%
Ausdal Financial Partners, Inc.10,224$179.1K0.02%
Paladin Wealth, LLC8,211$143.9K0.13%
True Wealth Design, LLC5,791$101.5K0.04%
Sterling Capital Management LLC4,883$85.5K0.00%
Geneos Wealth Management Inc.3,245$56.9K0.00%
Pflug Koory, LLC2,805$49.1K0.02%
AM Squared Ltd2,800$49.1K0.11%
Danske Bank A/S2,500$43.8K0.00%
Amundi2,420$42.8K0.00%
Bryn Mawr Trust Co1,835$32.1K0.00%
Kovitz Investment Group Partners, LLC15,192$27.4K0.00%
Oarsman Capital, Inc.1,000$17.5K0.00%
Montag A & Associates Inc850$14.9K0.00%
Legacy Investment Solutions, LLC706$13.0K0.01%
Legacy Wealth Managment, LLC706$13.0K0.01%
GeoWealth Management, LLC678$11.9K0.00%
Planning Capital Management Corp442$7.75K0.01%
Eastern Bank423$7.41K0.00%
Hemington Wealth Management188$3.00K0.00%
Claris Advisors, LLC143$2.50K0.00%
Newbridge Financial Services Group, Inc.108$1.89K0.00%
Winch Advisory Services, LLC101$1.78K0.00%
Eagle Bay Advisors LLC93$1.64K0.00%
Skopos Labs, Inc.82$1.44K0.00%
Bruce G. Allen Investments, LLC22$3850.00%
Safe Harbor Fiduciary, LLC8$1400.00%
Shell Asset Management Co1$00.00%
Householder Group Estate & Retirement Specialist, LLC5$00.00%

Sold out (64)

Institutions that held Wendy's Co at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WEN in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Capital Research Global Investors1,056,138$17.9M
Assenagon Asset Management S.A.1,007,904$17.1M
Davidson Kempner Capital Management LP650,000$11.0M
FIL Ltd382,915$6.49M
ExodusPoint Capital Management, LP177,601$3.01M
Neo Ivy Capital Management170,264$2.89M
Trexquant Investment LP158,574$2.69M
Illinois Municipal Retirement Fund96,447$1.64M
Clark Capital Management Group, Inc.68,993$1.17M
TD Asset Management Inc67,100$1.14M
Nomura Holdings Inc66,713$1.13M
Aigen Investment Management, LP64,245$1.09M
Capstone Investment Advisors, LLC62,220$1.06M
Regal Investment Advisors LLC47,439$804.6K
Axq Capital, LP46,725$792.5K
Occudo Quantitative Strategies LP37,055$628.5K
Jefferies Financial Group Inc.35,928$609.3K
Rothschild Investment LLC35,100$595.3K
Quinn Opportunity Partners LLC34,000$576.6K
Paloma Partners Management Co30,838$523.0K
Campbell & CO Investment Adviser LLC29,049$492.7K
Petrus Trust Company, LTA18,210$308.8K
ClearAlpha Technologies LP17,710$300.4K
Algert Global LLC17,599$298.5K
Hardy Reed LLC17,110$290.2K
Great Valley Advisor Group, Inc.16,900$286.6K
Omers Administration Corp16,600$281.5K
Burney Co16,288$276.2K
Gries Financial LLC15,759$267.3K
EntryPoint Capital, LLC15,666$265.7K
Optimist Retirement Group LLC14,951$253.6K
Intech Investment Management LLC14,820$251.3K
Merit Financial Group, LLC14,647$248.4K
Maryland State Retirement & Pension System13,617$230.9K
Gabelli & Co Investment Advisers, Inc.13,000$220.5K
Private Advisor Group, LLC12,306$208.7K
Becker Capital Management Inc12,235$207.5K
United Services Automobile Association11,928$202.3K
Stephens Inc10,548$178.9K
Everhart Financial Group, Inc.10,248$173.8K
Caption Management, LLC5,000$84.8K
Van Eck Associates Corp2,760$47.0K
Ancora Advisors, LLC2,280$38.7K
Quarry LP1,779$30.2K
Point72 Asia (Singapore) Pte. Ltd.1,511$25.6K
Cultivar Capital, Inc.850$14.4K
Valley National Advisers Inc689$11.0K
Vermillion & White Wealth Management Group, LLC600$10.2K
Natixis362$6.14K
Salomon & Ludwin, LLC310$5.26K
Oakworth Capital, Inc.257$4.36K
EdgeRock Capital LLC200$3.39K
Kelly Financial Services LLC200$3.39K
Lynx Investment Advisory192$3.26K
Ibex Wealth Advisors173$2.93K
Caldwell Sutter Capital, Inc.100$1.70K
Triad Wealth Partners, LLC87$1.48K
Innealta Capital, LLC84$1.43K
Ashton Thomas Private Wealth, LLC41$695
GHP Investment Advisors, Inc.23$391
Clear Point Advisors Inc.11$192
Scarborough Advisors, LLC9$151
Tyler-Stone Wealth Management4$68
HighMark Wealth Management LLC0$2

Not filed for Q3 2024 yet (4)

Institutions that held Wendy's Co at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEN in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.19,605,130$332.5M
Private Wealth Strategies, L.L.C.17,869$303.1K
Buckingham Strategic Wealth, LLC10,089$171.1K
Benjamin F. Edwards & Company, Inc.1,023$17.0K