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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 0 | $0 | 0.00% | −158,574−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −96,447−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −68,993−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −67,100−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −66,713−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −64,245−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −62,220−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −47,439−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −46,725−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −37,055−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −35,928−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −35,100−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −30,838−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −29,049−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −18,210−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −17,710−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −17,599−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −17,110−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −16,288−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −15,759−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −15,666−100.0% | Sold out |
| Optimist Retirement Group LLC | 0 | $0 | 0.00% | −14,951−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −14,820−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −14,647−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −13,617−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −12,306−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −12,235−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,928−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −10,548−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −10,248−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Cultivar Capital, Inc. | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Private Wealth Strategies, L.L.C. | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |