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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 22,193 | $388.8K | 0.00% | +7,581+51.9% | Added |
| Park Avenue Securities LLC | 22,078 | $387.0K | 0.00% | −1,584−6.7% | Reduced |
| Ariadne Wealth Management, LP | 19,113 | $380.2K | 0.21% | +19,113 | New |
| Raymond James Financial Services Advisors, Inc. | 21,391 | $374.8K | 0.00% | −201−0.9% | Reduced |
| Kestra Advisory Services, LLC | 21,126 | $370.1K | 0.00% | −3,483−14.2% | Reduced |
| US Bancorp | 20,740 | $363.4K | 0.00% | −1,354−6.1% | Reduced |
| Pictet Asset Management Holding SA | 20,445 | $358.2K | 0.00% | −2,088−9.3% | Reduced |
| Bank of Nova Scotia | 20,291 | $355.5K | 0.00% | +4,598+29.3% | Added |
| Stifel Financial Corp | 20,162 | $353.2K | 0.00% | −5,992−22.9% | Reduced |
| CIBC Private Wealth Group, LLC | 19,939 | $349.3K | 0.00% | +1,045+5.5% | Added |
| Public Employees Retirement Association of Colorado | 19,911 | $349.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 19,827 | $347.0K | 0.00% | +1,345+7.3% | Added |
| Mariner, LLC | 19,154 | $335.7K | 0.00% | −2,496−11.5% | Reduced |
| Pathstone Holdings, LLC | 19,033 | $333.5K | 0.00% | +2,986+18.6% | Added |
| Paradigm Financial Partners, LLC | 18,069 | $332.8K | 0.05% | −2,198−10.8% | Reduced |
| PEAK6 Investments LLC | 18,883 | $330.8K | 0.02% | +18,883 | New |
| Williams Jones Wealth Management, LLC. | 18,500 | $324.1K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 18,379 | $322.0K | 0.01% | +692+3.9% | Added |
| Regions Financial Corp | 17,471 | $306.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 17,037 | $298.0K | 0.01% | −26,557−60.9% | Reduced |
| GTS Securities LLC | 16,491 | $288.9K | 0.01% | +16,491 | New |
| Hantz Financial Services, Inc. | 16,222 | $284.0K | 0.01% | +54+0.3% | Added |
| State of Wyoming | 15,973 | $279.8K | 0.04% | +12,851+411.6% | Added |
| Avantax Advisory Services, Inc. | 15,941 | $279.3K | 0.00% | +555+3.6% | Added |
| Sym Financial Corp | 15,589 | $273.1K | 0.04% | +1,894+13.8% | Added |
| FSM Wealth Advisors, LLC | 15,307 | $268.2K | 0.07% | −23−0.2% | Reduced |
| 1st Source Bank | 15,085 | $264.3K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 14,854 | $260.0K | 0.02% | +4,437+42.6% | Added |
| Natixis Advisors, L.P. | 14,737 | $258.0K | 0.00% | +14,737 | New |
| Janney Montgomery Scott LLC | 14,450 | $253.0K | 0.00% | +318+2.3% | Added |
| Crossmark Global Holdings, Inc. | 14,367 | $252.0K | 0.00% | −37−0.3% | Reduced |
| Lazard Asset Management LLC | 14,185 | $246.0K | 0.00% | −50.0% | Reduced |
| JustInvest LLC | 13,824 | $242.2K | 0.00% | −1,036−7.0% | Reduced |
| Susquehanna International Group, LLP | 13,641 | $239.0K | 0.00% | −14,639−51.8% | Reduced |
| Oppenheimer & Co Inc | 13,465 | $235.9K | 0.00% | +13,465 | New |
| Proequities, Inc. | 13,457 | $235.8K | 0.01% | −2,048−13.2% | Reduced |
| Securian Asset Management, Inc | 13,252 | $232.2K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 13,088 | $229.3K | 0.02% | −14,068−51.8% | Reduced |
| Brevan Howard Capital Management LP | 12,984 | $227.5K | 0.01% | +12,984 | New |
| Ci Investments Inc. | 12,968 | $227.0K | 0.00% | +855+7.1% | Added |
| My Legacy Advisors, LLC | 12,719 | $222.8K | 0.09% | −4,763−27.2% | Reduced |
| Capital Performance Advisors LLP | 12,565 | $220.1K | 0.07% | +12,565 | New |
| DRW Securities, LLC | 12,530 | $219.5K | 0.01% | +12,530 | New |
| nVerses Capital, LLC | 12,100 | $212.0K | 0.10% | +12,100 | New |
| M&T Bank Corp | 11,889 | $208.1K | 0.00% | +11,889 | New |
| King Wealth | 11,873 | $208.0K | 0.03% | −264−2.2% | Reduced |
| Huntington National Bank | 11,844 | $207.5K | 0.00% | +1,256+11.9% | Added |
| Evoke Wealth, LLC | 11,707 | $205.1K | 0.01% | +11,707 | New |
| Probity Advisors, Inc. | 11,689 | $204.8K | 0.04% | +715+6.5% | Added |
| Financial Advocates Investment Management | 11,663 | $204.3K | 0.01% | −219−1.8% | Reduced |
| Johnson Investment Counsel Inc | 11,525 | $201.9K | 0.00% | +100+0.9% | Added |
| Capital Investment Advisors, LLC | 11,467 | $200.9K | 0.00% | −691−5.7% | Reduced |
| Whitcomb & Hess, Inc. | 11,393 | $199.6K | 0.06% | +153+1.4% | Added |
| Arkadios Wealth Advisors | 11,378 | $199.3K | 0.01% | −6,566−36.6% | Reduced |
| Foundations Investment Advisors, LLC | 11,306 | $198.1K | 0.00% | −672−5.6% | Reduced |
| Pinnacle Associates Ltd | 10,040 | $195.6K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,132 | $194.3K | 0.01% | +10,132 | New |
| HB Wealth Management, LLC | 10,995 | $192.6K | 0.00% | +433+4.1% | Added |
| Independent Advisor Alliance | 10,915 | $191.2K | 0.01% | −10.0% | Reduced |
| GW Henssler & Associates Ltd | 10,698 | $187.4K | 0.01% | +10,698 | New |
| Csenge Advisory Group | 10,030 | $186.8K | 0.01% | −781−7.2% | Reduced |
| Two Sigma Securities, LLC | 10,336 | $181.1K | 0.01% | −14,864−59.0% | Reduced |
| Ausdal Financial Partners, Inc. | 10,224 | $179.1K | 0.02% | +10,224 | New |
| Toroso Investments, LLC | 10,133 | $177.5K | 0.00% | −3,733−26.9% | Reduced |
| Brown Brothers Harriman & Co | 9,515 | $166.7K | 0.00% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 8,211 | $143.9K | 0.13% | +8,211 | New |
| Tower Research Capital LLC (TRC) | 7,341 | $128.6K | 0.00% | −43,663−85.6% | Reduced |
| Western Pacific Wealth Management, LP | 6,315 | $110.6K | 0.07% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6,083 | $106.6K | 0.01% | +4,921+423.5% | Added |
| Umb Bank N A | 5,993 | $105.0K | 0.00% | +50+0.8% | Added |
| DekaBank Deutsche Girozentrale | 5,920 | $104.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5,791 | $101.5K | 0.04% | +5,791 | New |
| Hexagon Capital Partners LLC | 5,432 | $95.2K | 0.02% | +949+21.2% | Added |
| Continuum Advisory, LLC | 4,797 | $88.6K | 0.01% | −85−1.7% | Reduced |
| 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 |
| Sterling Capital Management LLC | 4,883 | $85.5K | 0.00% | +4,883 | New |
| Richardson Financial Services Inc. | 4,925 | $83.5K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,510 | $79.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 4,415 | $77.0K | 0.05% | +276+6.7% | Added |
| Quadrant Capital Group LLC | 4,327 | $75.8K | 0.01% | −69−1.6% | Reduced |
| IFP Advisors, Inc | 4,259 | $74.6K | 0.00% | +12+0.3% | Added |
| Quest Partners LLC | 4,217 | $73.9K | 0.01% | −11,279−72.8% | Reduced |
| Russell Investments Group, Ltd. | 3,891 | $68.2K | 0.00% | +1,276+48.8% | Added |
| Signaturefd, LLC | 3,690 | $64.6K | 0.00% | +1,046+39.6% | Added |
| Peoples Bank | 3,679 | $64.5K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 3,584 | $63.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,245 | $56.9K | 0.00% | +3,245 | New |
| Lindbrook Capital, LLC | 2,844 | $49.8K | 0.00% | +1,410+98.3% | Added |
| Pflug Koory, LLC | 2,805 | $49.1K | 0.02% | +2,805 | New |
| AM Squared Ltd | 2,800 | $49.1K | 0.11% | +2,800 | New |
| Northwestern Mutual Wealth Management Co | 2,647 | $46.4K | 0.00% | +500+23.3% | Added |
| Danske Bank A/S | 2,500 | $43.8K | 0.00% | +2,500 | New |
| Global Retirement Partners, LLC | 2,493 | $43.7K | 0.00% | −63−2.5% | Reduced |
| Amundi | 2,420 | $42.8K | 0.00% | +2,420 | New |
| Mather Group, LLC. | 2,263 | $39.6K | 0.00% | −100−4.2% | Reduced |
| Fifth Third Bancorp | 2,213 | $38.8K | 0.00% | +393+21.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,122 | $37.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,125 | $37.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,110 | $37.0K | 0.00% | +733+53.2% | Added |