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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.

Q4 2024 vs. Q3 2024

How the institutions holding Wendy's Co changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WEN: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3947425+38
Shares178.6M338.9K186.4M+8.14M (+4.6%)
Value$3.13B$5.94M$3.04B−$84.7M (−2.7%)

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held Wendy's Co at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WEN in Q4 2024
InstitutionSharesValue% of portfolio
1832 Asset Management L.P.3,464,600$56.5M0.10%
Trexquant Investment LP1,023,182$16.7M0.19%
Assenagon Asset Management S.A.819,483$13.4M0.02%
ExodusPoint Capital Management, LP492,672$8.03M0.08%
Man Group plc284,880$4.64M0.01%
Neo Ivy Capital Management228,432$3.72M0.75%
Campbell & CO Investment Adviser LLC213,517$3.48M0.27%
Nebula Research & Development LLC174,277$2.84M0.33%
Holocene Advisors, LP166,078$2.71M0.01%
PEAK6 LLC149,668$2.44M0.10%
Fox Run Management, L.L.C.117,845$1.92M0.35%
Lombard Odier Asset Management (USA) Corp100,073$1.63M0.63%
KLP Kapitalforvaltning AS95,700$1.56M0.01%
Boothbay Fund Management, LLC84,014$1.37M0.04%
Parallax Volatility Advisers, L.P.72,160$1.18M0.03%
BW Gestao de Investimentos Ltda.69,000$1.12M0.05%
Police & Firemen's Retirement System of New Jersey62,483$1.02M0.01%
Impact Capital Partners LLC62,444$1.02M0.36%
Renaissance Technologies LLC54,352$885.9K0.00%
Teza Capital Management LLC52,750$859.8K0.13%
Raymond James Financial Inc50,534$823.7K0.00%
Quinn Opportunity Partners LLC44,000$717.2K0.05%
Prasad Wealth Partners, LLC39,573$645.0K0.21%
Intech Investment Management LLC38,573$628.7K0.01%
Freestone Grove Partners LP38,164$622.1K0.01%
PharVision Advisers, LLC32,507$529.9K0.45%
Oak Thistle LLC31,674$516.3K0.15%
Scientech Research LLC31,148$507.7K0.14%
Merit Financial Group, LLC28,440$463.6K0.01%
Virtu Financial LLC28,407$463.0K0.02%
Advisory Services Network, LLC26,816$437.1K0.01%
CCM Investment Group, LLC24,394$396.6K0.04%
Nomura Holdings Inc22,720$370.3K0.00%
EntryPoint Capital, LLC22,242$362.5K0.15%
Miracle Mile Advisors, LLC21,877$356.6K0.01%
Lecap Asset Management Ltd21,451$349.7K0.09%
Summit Trail Advisors, LLC18,740$305.5K0.01%
Farringdon Capital, Ltd.18,622$303.5K0.13%
Winton Group Ltd18,503$301.6K0.02%
Dark Forest Capital Management LP17,947$292.5K0.04%
Polymer Capital Management (US) LLC17,582$286.6K0.09%
Poinciana Advisors Group, LLC17,444$284.3K0.29%
Lido Advisors, LLC17,089$278.6K0.00%
R Squared Ltd16,782$273.5K0.27%
Bayforest Capital Ltd16,562$270.0K0.34%
Total Wealth Planning & Management, Inc.16,100$262.4K0.26%
Sciencast Management LP15,734$256.5K0.07%
ESL Trust Services, LLC14,866$242.3K0.05%
Integrated Wealth Concepts LLC14,260$232.4K0.00%
Miller Financial Services LLC14,056$229.1K0.19%
ISAM Funds (UK) Ltd13,548$220.8K0.16%
Elo Mutual Pension Insurance Co13,305$216.9K0.00%
Jump Financial, LLC13,271$216.3K0.00%
Occudo Quantitative Strategies LP13,185$214.9K0.04%
Krilogy Financial LLC13,003$211.9K0.01%
Gabelli & Co Investment Advisers, Inc.13,000$211.9K0.04%
Allegiance Financial Group Advisory Services LLC11,745$191.4K0.06%
NorthCrest Asset Manangement, LLC11,272$183.7K0.01%
Quarry LP10,973$178.9K0.04%
Evergreen Capital Management LLC10,769$175.5K0.01%
Voloridge Investment Management, LLC10,633$173.3K0.00%
Magnetar Financial LLC10,629$173.3K0.00%
Vise Technologies, Inc.10,469$170.6K0.01%
MAI Capital Management9,135$148.9K0.00%
New Age Alpha Advisors, LLC4,131$67.3K0.00%
Security National Bank3,423$55.8K0.01%
Hillsdale Investment Management Inc.2,800$45.6K0.00%
High Note Wealth, LLC2,428$39.6K0.01%
Colonial Trust Co1,898$30.9K0.00%
SBI Securities Co., Ltd.1,871$30.5K0.00%
Kohmann Bosshard Financial Services, LLC1,000$16.3K0.00%
Medallion Wealth Advisors, LLC800$13.0K0.01%
Crews Bank & Trust531$8.65K0.00%
New Wave Wealth Advisors LLC425$6.93K0.00%
Ogorek Anthony Joseph425$6.00K0.00%
Park Square Financial Group, LLC245$3.99K0.00%
Kestra Investment Management, LLC231$3.77K0.00%
Crewe Advisors LLC227$3.70K0.00%
National Bank of Canada111$1.81K0.00%
1620 Investment Advisors, Inc.50$8150.00%
Caitong International Asset Management Co., Ltd47$7660.00%
Trust Co of Vermont45$7340.00%
UMA Financial Services, Inc.38$6230.00%
Global Financial Private Client, LLC9$1470.00%
Parkworth Wealth Management, Inc.9$1470.00%
Activest Wealth Management1$160.00%

Sold out (48)

Institutions that held Wendy's Co at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WEN in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Kodai Capital Management LP1,177,835$20.6M
Adage Capital Partners GP, L.L.C.513,000$8.99M
NFJ Investment Group, LLC151,394$2.65M
BancorpSouth Bank116,692$2.04M
Concurrent Investment Advisors, LLC105,952$1.86M
Healthcare of Ontario Pension Plan Trust Fund94,700$1.66M
XTX Topco Ltd93,035$1.63M
D. E. Shaw & Co., Inc.92,894$1.63M
Maverick Capital LtdSuperinvestorMaverick Capital89,064$1.56M
Seven Eight Capital, LP75,307$1.32M
Donoghue Forlines LLC73,213$1.28M
ING Groep NV59,000$1.03M
Cresset Asset Management, LLC40,214$704.5K
Inceptionr LLC32,130$562.9K
MQS Management LLC29,306$513.4K
Garner Asset Management Corp27,586$483.0K
Pacific Global Investment Management CO23,543$412.5K
Walleye Trading LLC23,273$407.7K
Longfellow Investment Management Co LLC22,752$398.6K
HSBC Holdings PLC22,136$391.6K
Envestnet Asset Management Inc22,193$388.8K
Ariadne Wealth Management, LP19,113$380.2K
GTS Securities LLC16,491$288.9K
Avantax Advisory Services, Inc.15,941$279.3K
Arete Wealth Advisors, LLC14,854$260.0K
Oppenheimer & Co Inc13,465$235.9K
Ci Investments Inc.12,968$227.0K
DRW Securities, LLC12,530$219.5K
nVerses Capital, LLC12,100$212.0K
King Wealth11,873$208.0K
Arkadios Wealth Advisors11,378$199.3K
Csenge Advisory Group10,030$186.8K
Two Sigma Securities, LLC10,336$181.1K
Brown Brothers Harriman & Co9,515$166.7K
Paladin Wealth, LLC8,211$143.9K
Johnson Financial Group, Inc.1,655$29.0K
Montag A & Associates Inc850$14.9K
Legacy Investment Solutions, LLC706$13.0K
Legacy Wealth Managment, LLC706$13.0K
Optiver Holding B.V.722$12.6K
Arrow Financial Corp670$11.7K
Stone House Investment Management, LLC505$8.85K
Claris Advisors, LLC143$2.50K
Newbridge Financial Services Group, Inc.108$1.89K
Winch Advisory Services, LLC101$1.78K
McClarren Financial Advisors, Inc.17$0
Householder Group Estate & Retirement Specialist, LLC5$0
International Assets Investment Management, LLC32,710–

Not filed for Q4 2024 yet (7)

Institutions that held Wendy's Co at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEN in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Fort Pitt Capital Group, LLC245,595$4.30M
Raymond James & Associates45,241$792.6K
Raymond James Financial Services Advisors, Inc.21,391$374.8K
PEAK6 Investments LLC18,883$330.8K
FinTrust Capital Advisors, LLC4,510$79.0K
AM Squared Ltd2,800$49.1K
Planning Capital Management Corp442$7.75K