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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 2,500 | $43.8K | 0.00% | +2,500 | New |
| Northwestern Mutual Wealth Management Co | 2,647 | $46.4K | 0.00% | +500+23.3% | Added |
| AM Squared Ltd | 2,800 | $49.1K | 0.11% | +2,800 | New |
| Pflug Koory, LLC | 2,805 | $49.1K | 0.02% | +2,805 | New |
| Lindbrook Capital, LLC | 2,844 | $49.8K | 0.00% | +1,410+98.3% | Added |
| Geneos Wealth Management Inc. | 3,245 | $56.9K | 0.00% | +3,245 | New |
| KBC Group NV | 3,584 | $63.0K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 3,679 | $64.5K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,690 | $64.6K | 0.00% | +1,046+39.6% | Added |
| Russell Investments Group, Ltd. | 3,891 | $68.2K | 0.00% | +1,276+48.8% | Added |
| Quest Partners LLC | 4,217 | $73.9K | 0.01% | −11,279−72.8% | Reduced |
| IFP Advisors, Inc | 4,259 | $74.6K | 0.00% | +12+0.3% | Added |
| Quadrant Capital Group LLC | 4,327 | $75.8K | 0.01% | −69−1.6% | Reduced |
| Covestor Ltd | 4,415 | $77.0K | 0.05% | +276+6.7% | Added |
| FinTrust Capital Advisors, LLC | 4,510 | $79.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4,925 | $83.5K | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,883 | $85.5K | 0.00% | +4,883 | New |
| S.A. Mason LLC | 5,000 | $87.6K | 0.05% | −1,800−26.5% | Reduced |
| Viking Fund Management LLC | 5,000 | $87.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,797 | $88.6K | 0.01% | −85−1.7% | Reduced |
| Hexagon Capital Partners LLC | 5,432 | $95.2K | 0.02% | +949+21.2% | Added |
| True Wealth Design, LLC | 5,791 | $101.5K | 0.04% | +5,791 | New |
| DekaBank Deutsche Girozentrale | 5,920 | $104.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5,993 | $105.0K | 0.00% | +50+0.8% | Added |
| Venturi Wealth Management, LLC | 6,083 | $106.6K | 0.01% | +4,921+423.5% | Added |
| Western Pacific Wealth Management, LP | 6,315 | $110.6K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,341 | $128.6K | 0.00% | −43,663−85.6% | Reduced |
| Paladin Wealth, LLC | 8,211 | $143.9K | 0.13% | +8,211 | New |
| Brown Brothers Harriman & Co | 9,515 | $166.7K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,133 | $177.5K | 0.00% | −3,733−26.9% | Reduced |
| Ausdal Financial Partners, Inc. | 10,224 | $179.1K | 0.02% | +10,224 | New |
| Two Sigma Securities, LLC | 10,336 | $181.1K | 0.01% | −14,864−59.0% | Reduced |
| Csenge Advisory Group | 10,030 | $186.8K | 0.01% | −781−7.2% | Reduced |
| GW Henssler & Associates Ltd | 10,698 | $187.4K | 0.01% | +10,698 | New |
| Independent Advisor Alliance | 10,915 | $191.2K | 0.01% | −10.0% | Reduced |
| HB Wealth Management, LLC | 10,995 | $192.6K | 0.00% | +433+4.1% | Added |
| Chicago Partners Investment Group LLC | 10,132 | $194.3K | 0.01% | +10,132 | New |
| Pinnacle Associates Ltd | 10,040 | $195.6K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,306 | $198.1K | 0.00% | −672−5.6% | Reduced |
| Arkadios Wealth Advisors | 11,378 | $199.3K | 0.01% | −6,566−36.6% | Reduced |
| Whitcomb & Hess, Inc. | 11,393 | $199.6K | 0.06% | +153+1.4% | Added |
| Capital Investment Advisors, LLC | 11,467 | $200.9K | 0.00% | −691−5.7% | Reduced |
| Johnson Investment Counsel Inc | 11,525 | $201.9K | 0.00% | +100+0.9% | Added |
| Financial Advocates Investment Management | 11,663 | $204.3K | 0.01% | −219−1.8% | Reduced |
| Probity Advisors, Inc. | 11,689 | $204.8K | 0.04% | +715+6.5% | Added |
| Evoke Wealth, LLC | 11,707 | $205.1K | 0.01% | +11,707 | New |
| Huntington National Bank | 11,844 | $207.5K | 0.00% | +1,256+11.9% | Added |
| King Wealth | 11,873 | $208.0K | 0.03% | −264−2.2% | Reduced |
| M&T Bank Corp | 11,889 | $208.1K | 0.00% | +11,889 | New |
| nVerses Capital, LLC | 12,100 | $212.0K | 0.10% | +12,100 | New |
| DRW Securities, LLC | 12,530 | $219.5K | 0.01% | +12,530 | New |
| Capital Performance Advisors LLP | 12,565 | $220.1K | 0.07% | +12,565 | New |
| My Legacy Advisors, LLC | 12,719 | $222.8K | 0.09% | −4,763−27.2% | Reduced |
| Ci Investments Inc. | 12,968 | $227.0K | 0.00% | +855+7.1% | Added |
| Brevan Howard Capital Management LP | 12,984 | $227.5K | 0.01% | +12,984 | New |
| Frank, Rimerman Advisors LLC | 13,088 | $229.3K | 0.02% | −14,068−51.8% | Reduced |
| Securian Asset Management, Inc | 13,252 | $232.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 13,457 | $235.8K | 0.01% | −2,048−13.2% | Reduced |
| Oppenheimer & Co Inc | 13,465 | $235.9K | 0.00% | +13,465 | New |
| Susquehanna International Group, LLP | 13,641 | $239.0K | 0.00% | −14,639−51.8% | Reduced |
| JustInvest LLC | 13,824 | $242.2K | 0.00% | −1,036−7.0% | Reduced |
| Lazard Asset Management LLC | 14,185 | $246.0K | 0.00% | −50.0% | Reduced |
| Crossmark Global Holdings, Inc. | 14,367 | $252.0K | 0.00% | −37−0.3% | Reduced |
| Janney Montgomery Scott LLC | 14,450 | $253.0K | 0.00% | +318+2.3% | Added |
| Natixis Advisors, L.P. | 14,737 | $258.0K | 0.00% | +14,737 | New |
| Arete Wealth Advisors, LLC | 14,854 | $260.0K | 0.02% | +4,437+42.6% | Added |
| 1st Source Bank | 15,085 | $264.3K | 0.01% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 15,307 | $268.2K | 0.07% | −23−0.2% | Reduced |
| Sym Financial Corp | 15,589 | $273.1K | 0.04% | +1,894+13.8% | Added |
| Avantax Advisory Services, Inc. | 15,941 | $279.3K | 0.00% | +555+3.6% | Added |
| State of Wyoming | 15,973 | $279.8K | 0.04% | +12,851+411.6% | Added |
| Hantz Financial Services, Inc. | 16,222 | $284.0K | 0.01% | +54+0.3% | Added |
| GTS Securities LLC | 16,491 | $288.9K | 0.01% | +16,491 | New |
| Simplex Trading, LLC | 17,037 | $298.0K | 0.01% | −26,557−60.9% | Reduced |
| Regions Financial Corp | 17,471 | $306.1K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 18,379 | $322.0K | 0.01% | +692+3.9% | Added |
| Williams Jones Wealth Management, LLC. | 18,500 | $324.1K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 18,883 | $330.8K | 0.02% | +18,883 | New |
| Paradigm Financial Partners, LLC | 18,069 | $332.8K | 0.05% | −2,198−10.8% | Reduced |
| Pathstone Holdings, LLC | 19,033 | $333.5K | 0.00% | +2,986+18.6% | Added |
| Mariner, LLC | 19,154 | $335.7K | 0.00% | −2,496−11.5% | Reduced |
| State of Alaska, Department of Revenue | 19,827 | $347.0K | 0.00% | +1,345+7.3% | Added |
| Public Employees Retirement Association of Colorado | 19,911 | $349.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 19,939 | $349.3K | 0.00% | +1,045+5.5% | Added |
| Stifel Financial Corp | 20,162 | $353.2K | 0.00% | −5,992−22.9% | Reduced |
| Bank of Nova Scotia | 20,291 | $355.5K | 0.00% | +4,598+29.3% | Added |
| Pictet Asset Management Holding SA | 20,445 | $358.2K | 0.00% | −2,088−9.3% | Reduced |
| US Bancorp | 20,740 | $363.4K | 0.00% | −1,354−6.1% | Reduced |
| Kestra Advisory Services, LLC | 21,126 | $370.1K | 0.00% | −3,483−14.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,391 | $374.8K | 0.00% | −201−0.9% | Reduced |
| Ariadne Wealth Management, LP | 19,113 | $380.2K | 0.21% | +19,113 | New |
| Park Avenue Securities LLC | 22,078 | $387.0K | 0.00% | −1,584−6.7% | Reduced |
| Envestnet Asset Management Inc | 22,193 | $388.8K | 0.00% | +7,581+51.9% | Added |
| HSBC Holdings PLC | 22,136 | $391.6K | 0.00% | −40,469−64.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 22,460 | $393.5K | 0.11% | +25+0.1% | Added |
| Towerview LLC | 22,500 | $394.2K | 0.25% | 00.0% | Unchanged |
| Claro Advisors LLC | 22,501 | $394.2K | 0.05% | +22,501 | New |
| Longfellow Investment Management Co LLC | 22,752 | $398.6K | 0.10% | +138+0.6% | Added |
| The PNC Financial Services Group, Inc. | 22,862 | $400.5K | 0.00% | +36+0.2% | Added |
| Walleye Trading LLC | 23,273 | $407.7K | 0.01% | +4,982+27.2% | Added |