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, Q4 2024
Institutional positions in Wendy's Co as of Dec 31, 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
- 425
- +38 vs. Q3 2024
- Shares held
- 186.4M
- +8.14M (+4.6%) vs. Q3 2024
- Total value
- $3.04B
- −$84.7M (−2.7%) vs. Q3 2024
- New holders
- 86
- 137 more added
- Sold out
- 48
- 140 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shell Asset Management Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Activest Wealth Management | 1 | $16 | 0.00% | +1 | New |
| Skopos Labs, Inc. | 3 | $49 | 0.00% | −79−96.3% | Reduced |
| Larson Financial Group LLC | 7 | $121 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8 | $130 | 0.00% | −289−97.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 8 | $130 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $147 | 0.00% | +9 | New |
| Parkworth Wealth Management, Inc. | 9 | $147 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 11 | $180 | 0.00% | −6−35.3% | Reduced |
| Laurel Wealth Advisors LLC | 15 | $245 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $326 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $359 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $440 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $522 | 0.00% | +7+28.0% | Added |
| Cornerstone Planning Group LLC | 39 | $568 | 0.00% | −146−78.9% | Reduced |
| UMA Financial Services, Inc. | 38 | $623 | 0.00% | +38 | New |
| Parkside Financial Bank & Trust | 40 | $652 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 45 | $734 | 0.00% | +45 | New |
| Caitong International Asset Management Co., Ltd | 47 | $766 | 0.00% | +47 | New |
| 1620 Investment Advisors, Inc. | 50 | $815 | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 62 | $1.01K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 69 | $1.13K | 0.00% | +1+1.5% | Added |
| Eagle Bay Advisors LLC | 93 | $1.52K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $1.63K | 0.00% | −2,400−96.0% | Reduced |
| JFS Wealth Advisors, LLC | 109 | $1.78K | 0.00% | +5+4.8% | Added |
| National Bank of Canada | 111 | $1.81K | 0.00% | +111 | New |
| Red Tortoise LLC | 134 | $2.18K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 138 | $2.25K | 0.00% | −45−24.6% | Reduced |
| Assetmark, Inc | 147 | $2.39K | 0.00% | −5−3.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 157 | $2.56K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 176 | $2.87K | 0.00% | −248−58.5% | Reduced |
| Smartleaf Asset Management LLC | 184 | $2.99K | 0.00% | +87+89.7% | Added |
| Hemington Wealth Management | 205 | $3.00K | 0.00% | +17+9.0% | Added |
| First Community Trust NA | 200 | $3.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $3.44K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $3.68K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 227 | $3.70K | 0.00% | +227 | New |
| Kestra Investment Management, LLC | 231 | $3.77K | 0.00% | +231 | New |
| Ronald Blue Trust, Inc. | 234 | $3.81K | 0.00% | +52+28.6% | Added |
| Park Square Financial Group, LLC | 245 | $3.99K | 0.00% | +245 | New |
| Capital Advisors, Ltd. LLC | 274 | $4.00K | 0.00% | +6+2.2% | Added |
| St Germain D J Co Inc | 285 | $4.65K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 285 | $4.65K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 344 | $5.60K | 0.00% | +5+1.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 350 | $5.71K | 0.00% | −10−2.8% | Reduced |
| Massmutual Trust Co FSB | 355 | $5.79K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 425 | $6.00K | 0.00% | +425 | New |
| Harbor Investment Advisory, LLC | 375 | $6.11K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 377 | $6.14K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 400 | $6.52K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 423 | $6.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $6.93K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 425 | $6.93K | 0.00% | +425 | New |
| McIlrath & Eck, LLC | 476 | $7.76K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 500 | $8.15K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 531 | $8.65K | 0.00% | +531 | New |
| Indiana Trust & Investment Management CO | 541 | $8.82K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 580 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 600 | $9.77K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $9.78K | 0.00% | +300+100.0% | Added |
| EverSource Wealth Advisors, LLC | 670 | $10.9K | 0.00% | +475+243.6% | Added |
| Coppell Advisory Solutions LLC | 704 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 707 | $11.5K | 0.00% | +5+0.7% | Added |
| Pittenger & Anderson Inc | 750 | $12.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 753 | $12.3K | 0.00% | −74−8.9% | Reduced |
| Bessemer Group Inc | 775 | $13.0K | 0.00% | +250+47.6% | Added |
| Optimum Investment Advisors | 800 | $13.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 800 | $13.0K | 0.01% | +800 | New |
| Joseph Group Capital Management | 908 | $14.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 935 | $15.2K | 0.01% | +14+1.5% | Added |
| GeoWealth Management, LLC | 950 | $15.5K | 0.00% | +272+40.1% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,000 | $16.3K | 0.00% | +1,000 | New |
| Creative Financial Designs Inc | 1,034 | $16.9K | 0.00% | +8+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,076 | $17.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,137 | $18.5K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 1,233 | $20.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,250 | $20.4K | 0.00% | −521−29.4% | Reduced |
| LRI Investments, LLC | 1,258 | $20.5K | 0.00% | 00.0% | Unchanged |
| Motco | 1,417 | $23.1K | 0.00% | −314−18.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,417 | $23.1K | 0.00% | +130+10.1% | Added |
| Field & Main Bank | 1,500 | $24.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,682 | $27.4K | 0.01% | −4,109−71.0% | Reduced |
| Versant Capital Management, Inc | 1,708 | $27.8K | 0.01% | +153+9.8% | Added |
| Principal Securities, Inc. | 1,731 | $28.2K | 0.00% | +505+41.2% | Added |
| Strategic Investment Solutions, Inc. | 1,540 | $29.7K | 0.01% | −63−3.9% | Reduced |
| Bryn Mawr Trust Co | 1,835 | $29.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,124 | $30.1K | 0.00% | +594+38.8% | Added |
| SBI Securities Co., Ltd. | 1,871 | $30.5K | 0.00% | +1,871 | New |
| Colonial Trust Co | 1,898 | $30.9K | 0.00% | +1,898 | New |
| Hazlett, Burt & Watson, Inc. | 2,125 | $35.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,180 | $35.5K | 0.00% | −33−1.5% | Reduced |
| GAMMA Investing LLC | 2,233 | $36.4K | 0.00% | +1,400+168.1% | Added |
| Mather Group, LLC. | 2,263 | $36.9K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,428 | $39.6K | 0.01% | +2,428 | New |
| Global Retirement Partners, LLC | 2,514 | $41.0K | 0.00% | +21+0.8% | Added |
| Lindbrook Capital, LLC | 2,548 | $41.5K | 0.00% | −296−10.4% | Reduced |
| Hillsdale Investment Management Inc. | 2,800 | $45.6K | 0.00% | +2,800 | New |