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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 18,500 | $301.6K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 18,503 | $301.6K | 0.02% | +18,503 | New |
| Hantz Financial Services, Inc. | 18,507 | $302.0K | 0.01% | +2,285+14.1% | Added |
| Farringdon Capital, Ltd. | 18,622 | $303.5K | 0.13% | +18,622 | New |
| Crestline Management, LP | 18,631 | $303.7K | 0.01% | −21,557−53.6% | Reduced |
| Simplex Trading, LLC | 18,667 | $304.0K | 0.01% | +1,630+9.6% | Added |
| Summit Trail Advisors, LLC | 18,740 | $305.5K | 0.01% | +18,740 | New |
| Susquehanna International Group, LLP | 19,470 | $317.4K | 0.00% | +5,829+42.7% | Added |
| State of Alaska, Department of Revenue | 19,522 | $318.0K | 0.00% | −305−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 19,523 | $318.2K | 0.00% | −3,339−14.6% | Reduced |
| Stifel Financial Corp | 19,848 | $323.5K | 0.00% | −314−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 19,911 | $325.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 20,248 | $330.0K | 0.00% | −1,830−8.3% | Reduced |
| Lecap Asset Management Ltd | 21,451 | $349.7K | 0.09% | +21,451 | New |
| Pathstone Holdings, LLC | 21,834 | $356.0K | 0.00% | +2,801+14.7% | Added |
| Miracle Mile Advisors, LLC | 21,877 | $356.6K | 0.01% | +21,877 | New |
| EntryPoint Capital, LLC | 22,242 | $362.5K | 0.15% | +22,242 | New |
| Pictet Asset Management Holding SA | 22,250 | $362.7K | 0.00% | +1,805+8.8% | Added |
| Kestra Advisory Services, LLC | 22,373 | $364.7K | 0.00% | +1,247+5.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 22,460 | $366.1K | 0.10% | 00.0% | Unchanged |
| Nomura Holdings Inc | 22,720 | $370.3K | 0.00% | +22,720 | New |
| Kestra Private Wealth Services, LLC | 23,526 | $383.5K | 0.01% | −7,701−24.7% | Reduced |
| CCM Investment Group, LLC | 24,394 | $396.6K | 0.04% | +24,394 | New |
| Pacer Advisors, Inc. | 25,529 | $416.1K | 0.00% | +717+2.9% | Added |
| Copley Financial Group, Inc. | 26,053 | $424.7K | 0.33% | +304+1.2% | Added |
| Asset Management One Co.,Ltd. | 26,439 | $436.2K | 0.00% | −160−0.6% | Reduced |
| Advisory Services Network, LLC | 26,816 | $437.1K | 0.01% | +26,816 | New |
| Brown Financial Advisors | 26,984 | $439.8K | 0.18% | +1,135+4.4% | Added |
| Xponance, Inc. | 27,325 | $445.4K | 0.00% | +2,004+7.9% | Added |
| Capital Fund Management S.A. | 27,809 | $453.3K | 0.00% | −123,988−81.7% | Reduced |
| Teacher Retirement System of Texas | 27,849 | $454.0K | 0.00% | −41,477−59.8% | Reduced |
| Brevan Howard Capital Management LP | 27,967 | $455.9K | 0.01% | +14,983+115.4% | Added |
| Virtu Financial LLC | 28,407 | $463.0K | 0.02% | +28,407 | New |
| Merit Financial Group, LLC | 28,440 | $463.6K | 0.01% | +28,440 | New |
| Redwood Investment Management, LLC | 28,552 | $465.0K | 0.05% | −606−2.1% | Reduced |
| Shelton Capital Management | 28,838 | $470.1K | 0.01% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 29,115 | $474.6K | 0.16% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 29,155 | $475.2K | 0.00% | −4,053−12.2% | Reduced |
| Boyar Asset Management Inc. | 29,487 | $480.6K | 0.32% | +70.0% | Added |
| Ascent Group, LLC | 30,011 | $489.2K | 0.04% | −151−0.5% | Reduced |
| Canada Pension Plan Investment Board | 30,100 | $490.6K | 0.00% | −30,600−50.4% | Reduced |
| Empowered Funds, LLC | 30,137 | $491.2K | 0.01% | −5,589−15.6% | Reduced |
| Sanctuary Advisors, LLC | 33,054 | $492.2K | 0.00% | −35,262−51.6% | Reduced |
| Handelsbanken Fonder AB | 30,257 | $493.0K | 0.00% | −3,200−9.6% | Reduced |
| Mariner, LLC | 31,070 | $506.4K | 0.00% | +11,916+62.2% | Added |
| Scientech Research LLC | 31,148 | $507.7K | 0.14% | +31,148 | New |
| Point72 Hong Kong Ltd | 31,180 | $508.2K | 0.03% | +30,480+4,354.3% | Added |
| Oak Thistle LLC | 31,674 | $516.3K | 0.15% | +31,674 | New |
| PharVision Advisers, LLC | 32,507 | $529.9K | 0.45% | +32,507 | New |
| North Star Investment Management Corp. | 32,647 | $532.1K | 0.04% | −148,268−82.0% | Reduced |
| Point72 (DIFC) Ltd | 33,238 | $541.8K | 0.05% | −15,126−31.3% | Reduced |
| Ameritas Investment Partners, Inc. | 34,297 | $559.0K | 0.02% | −1,045−3.0% | Reduced |
| New Mexico Educational Retirement Board | 34,800 | $567.0K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 34,828 | $567.7K | 0.01% | +300+0.9% | Added |
| American Century Companies Inc | 35,428 | $577.5K | 0.00% | +126+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,453 | $578.0K | 0.00% | +2,422+7.3% | Added |
| Truist Financial Corp | 36,465 | $594.4K | 0.00% | −17,609−32.6% | Reduced |
| Comerica Bank | 36,502 | $595.0K | 0.00% | −2,215−5.7% | Reduced |
| NCM Capital Management, LLC | 37,695 | $614.4K | 0.28% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,817 | $616.4K | 0.00% | +184+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 38,055 | $620.3K | 0.01% | +178+0.5% | Added |
| Freestone Grove Partners LP | 38,164 | $622.1K | 0.01% | +38,164 | New |
| Legato Capital Management LLC | 38,537 | $628.2K | 0.08% | −51,146−57.0% | Reduced |
| Intech Investment Management LLC | 38,573 | $628.7K | 0.01% | +38,573 | New |
| Deutsche Bank AG | 39,072 | $636.9K | 0.00% | +3,522+9.9% | Added |
| Prasad Wealth Partners, LLC | 39,573 | $645.0K | 0.21% | +39,573 | New |
| State of Michigan Retirement System | 40,585 | $661.5K | 0.00% | +600+1.5% | Added |
| Cetera Investment Advisers | 41,507 | $676.6K | 0.00% | +2,579+6.6% | Added |
| Yousif Capital Management, LLC | 42,700 | $696.0K | 0.01% | −2,107−4.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,838 | $698.3K | 0.00% | +4,955+13.1% | Added |
| Cullen Investment Group, Ltd. | 42,868 | $698.7K | 0.10% | −895−2.0% | Reduced |
| Quinn Opportunity Partners LLC | 44,000 | $717.2K | 0.05% | +44,000 | New |
| Exchange Traded Concepts, LLC | 44,056 | $718.1K | 0.01% | +1,115+2.6% | Added |
| Frank, Rimerman Advisors LLC | 46,907 | $764.6K | 0.06% | +33,819+258.4% | Added |
| Louisiana State Employees Retirement System | 47,500 | $774.3K | 0.01% | +200+0.4% | Added |
| McDonald Partners LLC | 47,861 | $780.1K | 0.20% | +410+0.9% | Added |
| Arizona State Retirement System | 50,124 | $817.0K | 0.00% | −83−0.2% | Reduced |
| Raymond James Financial Inc | 50,534 | $823.7K | 0.00% | +50,534 | New |
| Neuberger Berman Group LLC | 51,696 | $842.6K | 0.00% | −627−1.2% | Reduced |
| Mercer Global Advisors Inc | 52,429 | $854.6K | 0.00% | +2,339+4.7% | Added |
| Teza Capital Management LLC | 52,750 | $859.8K | 0.13% | +52,750 | New |
| Shufro Rose & Co LLC | 52,834 | $861.2K | 0.07% | −19,108−26.6% | Reduced |
| Pallas Capital Advisors LLC | 53,512 | $872.2K | 0.04% | −13,331−19.9% | Reduced |
| Renaissance Technologies LLC | 54,352 | $885.9K | 0.00% | +54,352 | New |
| Mattson Financial Services, LLC | 50,623 | $886.9K | 0.28% | −14,626−22.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,591 | $923.0K | 0.01% | −1,190−2.1% | Reduced |
| Kimelman & Baird, LLC | 58,878 | $959.7K | 0.08% | 00.0% | Unchanged |
| Colony Group, LLC | 59,243 | $965.7K | 0.00% | +22,517+61.3% | Added |
| Thrivent Financial for Lutherans | 57,400 | $979.0K | 0.00% | +797+1.4% | Added |
| Dean Capital Management | 61,257 | $998.5K | 0.43% | −80,604−56.8% | Reduced |
| IMC-Chicago, LLC | 61,301 | $999.2K | 0.03% | +29,896+95.2% | Added |
| Eagle Harbor Asset Management Inc | 61,869 | $1.01M | 1.01% | −10,698−14.7% | Reduced |
| Impact Capital Partners LLC | 62,444 | $1.02M | 0.36% | +62,444 | New |
| Police & Firemen's Retirement System of New Jersey | 62,483 | $1.02M | 0.01% | +62,483 | New |
| Public Employees Retirement System of Ohio | 62,621 | $1.02M | 0.00% | −3,243−4.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 69,000 | $1.12M | 0.05% | +69,000 | New |
| HighTower Advisors, LLC | 69,137 | $1.13M | 0.00% | +2,431+3.6% | Added |
| Parallax Volatility Advisers, L.P. | 72,160 | $1.18M | 0.03% | +72,160 | New |
| Commonwealth Equity Services, LLC | 72,559 | $1.18M | 0.00% | −5,521−7.1% | Reduced |
| Franklin Resources Inc | 74,242 | $1.21M | 0.00% | +34,908+88.7% | Added |