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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 2,805 | $45.7K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,987 | $48.7K | 0.00% | −904−23.2% | Reduced |
| Parallel Advisors, LLC | 2,990 | $48.7K | 0.00% | +880+41.7% | Added |
| Leonteq Securities AG | 3,071 | $50.1K | 0.00% | +982+47.0% | Added |
| Bartlett & Co. Wealth Management LLC | 3,107 | $50.6K | 0.00% | +985+46.4% | Added |
| Geneos Wealth Management Inc. | 3,195 | $52.1K | 0.00% | −50−1.5% | Reduced |
| Continuum Advisory, LLC | 3,242 | $52.8K | 0.01% | −1,555−32.4% | Reduced |
| Signaturefd, LLC | 3,345 | $54.5K | 0.00% | −345−9.3% | Reduced |
| Security National Bank | 3,423 | $55.8K | 0.01% | +3,423 | New |
| Quadrant Capital Group LLC | 3,478 | $56.7K | 0.00% | −849−19.6% | Reduced |
| S.A. Mason LLC | 3,600 | $58.7K | 0.03% | −1,400−28.0% | Reduced |
| Peoples Bank | 3,679 | $59.9K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,780 | $61.5K | 0.04% | −1,145−23.2% | Reduced |
| Covestor Ltd | 4,031 | $66.0K | 0.04% | −384−8.7% | Reduced |
| New Age Alpha Advisors, LLC | 4,131 | $67.3K | 0.00% | +4,131 | New |
| Headlands Technologies LLC | 4,238 | $69.1K | 0.01% | −23,113−84.5% | Reduced |
| Viking Fund Management LLC | 5,000 | $81.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,277 | $86.0K | 0.02% | −155−2.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,920 | $97.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,102 | $99.0K | 0.00% | +2,518+70.3% | Added |
| Umb Bank N A | 6,329 | $103.2K | 0.00% | +336+5.6% | Added |
| Jones Financial Companies LLLP | 6,488 | $105.8K | 0.00% | +5,251+424.5% | Added |
| IFP Advisors, Inc | 6,597 | $107.5K | 0.00% | +2,338+54.9% | Added |
| Sterling Capital Management LLC | 6,625 | $108.0K | 0.00% | +1,742+35.7% | Added |
| Venturi Wealth Management, LLC | 7,749 | $126.3K | 0.01% | +1,666+27.4% | Added |
| Lazard Asset Management LLC | 8,198 | $133.0K | 0.00% | −5,987−42.2% | Reduced |
| MAI Capital Management | 9,135 | $148.9K | 0.00% | +9,135 | New |
| Western Pacific Wealth Management, LP | 9,435 | $153.8K | 0.12% | +3,120+49.4% | Added |
| Pinnacle Associates Ltd | 10,040 | $163.7K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,076 | $164.0K | 0.00% | −4,374−30.3% | Reduced |
| JustInvest LLC | 10,173 | $165.8K | 0.00% | −3,651−26.4% | Reduced |
| Buckingham Strategic Partners | 10,194 | $166.2K | 0.00% | −13,450−56.9% | Reduced |
| HB Wealth Management, LLC | 10,365 | $169.0K | 0.00% | −630−5.7% | Reduced |
| Vise Technologies, Inc. | 10,469 | $170.6K | 0.01% | +10,469 | New |
| M&T Bank Corp | 10,514 | $171.4K | 0.00% | −1,375−11.6% | Reduced |
| Magnetar Financial LLC | 10,629 | $173.3K | 0.00% | +10,629 | New |
| Evoke Wealth, LLC | 10,629 | $173.3K | 0.00% | −1,078−9.2% | Reduced |
| Voloridge Investment Management, LLC | 10,633 | $173.3K | 0.00% | +10,633 | New |
| Evergreen Capital Management LLC | 10,769 | $175.5K | 0.01% | +10,769 | New |
| Claro Advisors LLC | 10,962 | $178.7K | 0.02% | −11,539−51.3% | Reduced |
| Quarry LP | 10,973 | $178.9K | 0.04% | +10,973 | New |
| Proequities, Inc. | 12,626 | $178.9K | 0.01% | −831−6.2% | Reduced |
| Huntington National Bank | 10,988 | $179.1K | 0.00% | −856−7.2% | Reduced |
| Independent Advisor Alliance | 11,038 | $179.9K | 0.00% | +123+1.1% | Added |
| Walleye Capital LLC | 11,081 | $180.6K | 0.00% | −36,533−76.7% | Reduced |
| Foundations Investment Advisors, LLC | 11,180 | $182.2K | 0.00% | −126−1.1% | Reduced |
| Ausdal Financial Partners, Inc. | 11,232 | $183.1K | 0.02% | +1,008+9.9% | Added |
| NorthCrest Asset Manangement, LLC | 11,272 | $183.7K | 0.01% | +11,272 | New |
| Whitcomb & Hess, Inc. | 11,341 | $184.9K | 0.06% | −52−0.5% | Reduced |
| Financial Advocates Investment Management | 11,413 | $186.0K | 0.01% | −250−2.1% | Reduced |
| Johnson Investment Counsel Inc | 11,443 | $186.5K | 0.00% | −82−0.7% | Reduced |
| GW Henssler & Associates Ltd | 10,698 | $187.4K | 0.01% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 12,394 | $187.5K | 0.07% | −325−2.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 11,745 | $191.4K | 0.06% | +11,745 | New |
| Capital Performance Advisors LLP | 11,869 | $193.5K | 0.06% | −696−5.5% | Reduced |
| Capital Investment Advisors, LLC | 11,952 | $194.8K | 0.00% | +485+4.2% | Added |
| Towerview LLC | 12,000 | $195.6K | 0.14% | −10,500−46.7% | Reduced |
| SRS Capital Advisors, Inc. | 12,143 | $197.9K | 0.01% | +10,881+862.2% | Added |
| Northwestern Mutual Wealth Management Co | 12,166 | $198.3K | 0.00% | +9,519+359.6% | Added |
| State of Wyoming | 12,197 | $198.8K | 0.03% | −3,776−23.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,430 | $202.6K | 0.01% | −41,713−77.0% | Reduced |
| Paradigm Financial Partners, LLC | 12,616 | $205.6K | 0.03% | −5,453−30.2% | Reduced |
| Nisa Investment Advisors, LLC | 12,865 | $209.7K | 0.00% | −14,000−52.1% | Reduced |
| Securian Asset Management, Inc | 12,944 | $211.0K | 0.01% | −308−2.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $211.9K | 0.04% | +13,000 | New |
| FORA Capital, LLC | 13,002 | $211.9K | 0.02% | −13,523−51.0% | Reduced |
| Krilogy Financial LLC | 13,003 | $211.9K | 0.01% | +13,003 | New |
| Occudo Quantitative Strategies LP | 13,185 | $214.9K | 0.04% | +13,185 | New |
| Jump Financial, LLC | 13,271 | $216.3K | 0.00% | +13,271 | New |
| Elo Mutual Pension Insurance Co | 13,305 | $216.9K | 0.00% | +13,305 | New |
| GWM Advisors LLC | 13,354 | $217.7K | 0.00% | +13,097+5,096.1% | Added |
| ISAM Funds (UK) Ltd | 13,548 | $220.8K | 0.16% | +13,548 | New |
| Tower Research Capital LLC (TRC) | 13,821 | $225.3K | 0.00% | +6,480+88.3% | Added |
| FSM Wealth Advisors, LLC | 15,365 | $228.2K | 0.06% | +58+0.4% | Added |
| Miller Financial Services LLC | 14,056 | $229.1K | 0.19% | +14,056 | New |
| Probity Advisors, Inc. | 14,253 | $232.3K | 0.04% | +2,564+21.9% | Added |
| Integrated Wealth Concepts LLC | 14,260 | $232.4K | 0.00% | +14,260 | New |
| Crossmark Global Holdings, Inc. | 14,323 | $234.0K | 0.00% | −44−0.3% | Reduced |
| Wolverine Trading, LLC | 14,488 | $235.6K | 0.01% | −17,477−54.7% | Reduced |
| ESL Trust Services, LLC | 14,866 | $242.3K | 0.05% | +14,866 | New |
| 1st Source Bank | 15,085 | $245.9K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 15,091 | $246.0K | 0.03% | −498−3.2% | Reduced |
| Toroso Investments, LLC | 15,403 | $251.1K | 0.00% | +5,270+52.0% | Added |
| Natixis Advisors, L.P. | 15,634 | $255.0K | 0.00% | +897+6.1% | Added |
| Sciencast Management LP | 15,734 | $256.5K | 0.07% | +15,734 | New |
| Total Wealth Planning & Management, Inc. | 16,100 | $262.4K | 0.26% | +16,100 | New |
| SG Americas Securities, LLC | 16,401 | $267.0K | 0.00% | −13,621−45.4% | Reduced |
| CIBC Private Wealth Group, LLC | 17,590 | $267.0K | 0.00% | −2,349−11.8% | Reduced |
| Bayforest Capital Ltd | 16,562 | $270.0K | 0.34% | +16,562 | New |
| Chicago Partners Investment Group LLC | 17,963 | $272.7K | 0.01% | +7,831+77.3% | Added |
| R Squared Ltd | 16,782 | $273.5K | 0.27% | +16,782 | New |
| Prosperity Consulting Group, LLC | 17,074 | $278.3K | 0.02% | −17,034−49.9% | Reduced |
| Lido Advisors, LLC | 17,089 | $278.6K | 0.00% | +17,089 | New |
| Poinciana Advisors Group, LLC | 17,444 | $284.3K | 0.29% | +17,444 | New |
| Regions Financial Corp | 17,471 | $284.8K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 17,529 | $285.7K | 0.10% | −43,177−71.1% | Reduced |
| Polymer Capital Management (US) LLC | 17,582 | $286.6K | 0.09% | +17,582 | New |
| Dark Forest Capital Management LP | 17,947 | $292.5K | 0.04% | +17,947 | New |
| We Are One Seven, LLC | 18,233 | $297.2K | 0.01% | −146−0.8% | Reduced |
| US Bancorp | 18,317 | $298.6K | 0.00% | −2,423−11.7% | Reduced |