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, Q3 2024
Institutional positions in Wendy's Co as of Sep 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
- 394
- +6 vs. Q2 2024
- Shares held
- 178.6M
- +22.4M (+14.3%) vs. Q2 2024
- Total value
- $3.13B
- +$479.4M (+18.1%) vs. Q2 2024
- New holders
- 70
- 131 more added
- Sold out
- 64
- 121 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 17 | $0 | 0.00% | +1+6.3% | Added |
| Shell Asset Management Co | 1 | $0 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 5 | $0 | 0.00% | +5 | New |
| Burkett Financial Services, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 7 | $128 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 8 | $140 | 0.00% | +8 | New |
| Laurel Wealth Advisors LLC | 15 | $263 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $298 | 0.00% | +6+54.5% | Added |
| Clearstead Advisors, LLC | 20 | $351 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $385 | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 25 | $438 | 0.00% | +1+4.2% | Added |
| IAG Wealth Partners, LLC | 27 | $473 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $701 | 0.00% | −59−59.6% | Reduced |
| Bell Investment Advisors, Inc | 62 | $1.09K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 68 | $1.19K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 82 | $1.44K | 0.00% | +82 | New |
| Eagle Bay Advisors LLC | 93 | $1.64K | 0.00% | +93 | New |
| Smartleaf Asset Management LLC | 97 | $1.73K | 0.00% | −20−17.1% | Reduced |
| Winch Advisory Services, LLC | 101 | $1.78K | 0.00% | +101 | New |
| JFS Wealth Advisors, LLC | 104 | $1.82K | 0.00% | −3−2.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 108 | $1.89K | 0.00% | +108 | New |
| Red Tortoise LLC | 134 | $2.35K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 143 | $2.50K | 0.00% | +143 | New |
| Assetmark, Inc | 152 | $2.66K | 0.00% | +92+153.3% | Added |
| Blue Bell Private Wealth Management, LLC | 157 | $2.75K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 188 | $3.00K | 0.00% | +188 | New |
| Ronald Blue Trust, Inc. | 182 | $3.09K | 0.00% | +31+20.5% | Added |
| Spire Wealth Management | 183 | $3.21K | 0.00% | +123+205.0% | Added |
| EverSource Wealth Advisors, LLC | 195 | $3.42K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $3.50K | 0.00% | −150−42.9% | Reduced |
| Transcendent Capital Group LLC | 200 | $3.50K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $3.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 185 | $3.76K | 0.00% | −237−56.2% | Reduced |
| Abound Wealth Management | 226 | $3.96K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 257 | $4.50K | 0.00% | +1+0.4% | Added |
| Princeton Global Asset Management LLC | 285 | $4.99K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 285 | $4.99K | 0.00% | +111+63.8% | Added |
| Capital Advisors, Ltd. LLC | 268 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 297 | $5.20K | 0.00% | −44−12.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $5.26K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 339 | $5.94K | 0.00% | +5+1.5% | Added |
| Massmutual Trust Co FSB | 355 | $6.22K | 0.00% | −14−3.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 360 | $6.31K | 0.00% | +10+2.9% | Added |
| Harbor Investment Advisory, LLC | 375 | $6.57K | 0.00% | −2,675−87.7% | Reduced |
| LGT Financial Advisors LLC | 377 | $6.61K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 400 | $7.01K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 423 | $7.41K | 0.00% | +423 | New |
| Farther Finance Advisors, LLC | 424 | $7.43K | 0.00% | +7+1.7% | Added |
| Planning Capital Management Corp | 442 | $7.75K | 0.01% | +442 | New |
| McIlrath & Eck, LLC | 476 | $8.34K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 500 | $8.76K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 505 | $8.85K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 525 | $9.00K | 0.00% | +287+120.6% | Added |
| Indiana Trust & Investment Management CO | 541 | $9.48K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 580 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 600 | $10.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 670 | $11.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 678 | $11.9K | 0.00% | +678 | New |
| Point72 Hong Kong Ltd | 700 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 702 | $12.3K | 0.00% | +345+96.6% | Added |
| Coppell Advisory Solutions LLC | 704 | $12.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 722 | $12.6K | 0.00% | +701+3,338.1% | Added |
| Legacy Investment Solutions, LLC | 706 | $13.0K | 0.01% | +706 | New |
| Legacy Wealth Managment, LLC | 706 | $13.0K | 0.01% | +706 | New |
| Pittenger & Anderson Inc | 750 | $13.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $14.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 827 | $14.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 833 | $14.6K | 0.00% | +150+22.0% | Added |
| Montag A & Associates Inc | 850 | $14.9K | 0.00% | +850 | New |
| Joseph Group Capital Management | 908 | $15.9K | 0.01% | −94,320−99.0% | Reduced |
| Rise Advisors, LLC | 921 | $16.1K | 0.01% | +13+1.4% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,000 | $17.5K | 0.00% | +1,000 | New |
| Creative Financial Designs Inc | 1,026 | $18.0K | 0.00% | +9+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,076 | $18.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,137 | $19.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,226 | $21.5K | 0.00% | +120+10.8% | Added |
| First United Bank Trust | 1,233 | $21.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,237 | $22.0K | 0.00% | −14−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,262 | $22.1K | 0.00% | +873+224.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,287 | $22.5K | 0.00% | +850+194.5% | Added |
| LRI Investments, LLC | 1,258 | $23.2K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,500 | $26.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,530 | $26.8K | 0.00% | −2,348−60.5% | Reduced |
| Versant Capital Management, Inc | 1,555 | $27.2K | 0.01% | +983+171.9% | Added |
| Kovitz Investment Group Partners, LLC | 15,192 | $27.4K | 0.00% | +15,192 | New |
| Strategic Investment Solutions, Inc. | 1,603 | $28.1K | 0.01% | +21+1.3% | Added |
| Johnson Financial Group, Inc. | 1,655 | $29.0K | 0.00% | 00.0% | Unchanged |
| Motco | 1,731 | $30.3K | 0.00% | +314+22.2% | Added |
| CoreCap Advisors, LLC | 1,771 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,835 | $32.1K | 0.00% | +1,835 | New |
| Leonteq Securities AG | 2,089 | $36.6K | 0.00% | −295−12.4% | Reduced |
| Parallel Advisors, LLC | 2,110 | $37.0K | 0.00% | +733+53.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,125 | $37.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,122 | $37.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,213 | $38.8K | 0.00% | +393+21.6% | Added |
| Mather Group, LLC. | 2,263 | $39.6K | 0.00% | −100−4.2% | Reduced |
| Amundi | 2,420 | $42.8K | 0.00% | +2,420 | New |
| Global Retirement Partners, LLC | 2,493 | $43.7K | 0.00% | −63−2.5% | Reduced |