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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 75,645 | $1.23M | 0.03% | +13,369+21.5% | Added |
| Gsa Capital Partners LLP | 75,759 | $1.24M | 0.09% | −10,148−11.8% | Reduced |
| Treasurer of the State of North Carolina | 75,850 | $1.24M | 0.00% | +480+0.6% | Added |
| Savant Capital, LLC | 77,303 | $1.26M | 0.01% | −72,623−48.4% | Reduced |
| State of Tennessee, Treasury Department | 77,805 | $1.27M | 0.00% | +27,805+55.6% | Added |
| Amalgamated Bank | 82,787 | $1.35M | 0.01% | +2,353+2.9% | Added |
| Advisor Group Holdings, Inc. | 83,051 | $1.35M | 0.00% | +1,210+1.5% | Added |
| Ensign Peak Advisors, Inc | 83,240 | $1.36M | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 83,544 | $1.36M | 0.02% | −10,898−11.5% | Reduced |
| Boothbay Fund Management, LLC | 84,014 | $1.37M | 0.04% | +84,014 | New |
| Qsemble Capital Management, LP | 84,247 | $1.37M | 0.18% | +29,016+52.5% | Added |
| Entropy Technologies, LP | 84,333 | $1.37M | 0.14% | +5,903+7.5% | Added |
| Graham Capital Management, L.P. | 87,199 | $1.42M | 0.04% | −36,143−29.3% | Reduced |
| Edgestream Partners, L.P. | 88,909 | $1.45M | 0.06% | +63,883+255.3% | Added |
| Mutual of America Capital Management LLC | 90,450 | $1.47M | 0.02% | −1,817−2.0% | Reduced |
| Dean Investment Associates, LLC | 90,821 | $1.48M | 0.21% | −138,033−60.3% | Reduced |
| Bank of Montreal | 94,007 | $1.53M | 0.00% | −33,880−26.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 94,322 | $1.54M | 0.01% | +52,898+127.7% | Added |
| KLP Kapitalforvaltning AS | 95,700 | $1.56M | 0.01% | +95,700 | New |
| Wells Fargo & Company | 99,937 | $1.63M | 0.00% | −22,745−18.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 100,073 | $1.63M | 0.63% | +100,073 | New |
| MetLife Investment Management | 100,284 | $1.63M | 0.01% | +8,152+8.8% | Added |
| New York State Common Retirement Fund | 101,931 | $1.66M | 0.00% | −1,000−1.0% | Reduced |
| Gabelli Funds LLC | 110,000 | $1.79M | 0.01% | −3,000−2.7% | Reduced |
| Aquatic Capital Management LLC | 110,326 | $1.80M | 0.05% | −21,374−16.2% | Reduced |
| State of Wisconsin Investment Board | 111,070 | $1.81M | 0.00% | −8,341−7.0% | Reduced |
| LPL Financial LLC | 116,303 | $1.90M | 0.00% | −52,608−31.1% | Reduced |
| State of New Jersey Common Pension Fund D | 116,491 | $1.90M | 0.01% | −534−0.5% | Reduced |
| Fox Run Management, L.L.C. | 117,845 | $1.92M | 0.35% | +117,845 | New |
| Quest Partners LLC | 120,578 | $1.97M | 0.26% | +116,361+2,759.3% | Added |
| Engineers Gate Manager LP | 121,691 | $1.98M | 0.03% | +11,326+10.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 123,568 | $2.04M | 0.01% | +22,250+22.0% | Added |
| Quantbot Technologies LP | 128,959 | $2.10M | 0.08% | +66,071+105.1% | Added |
| Price T Rowe Associates Inc | 130,320 | $2.13M | 0.00% | −49,022−27.3% | Reduced |
| Captrust Financial Advisors | 135,300 | $2.21M | 0.01% | −4,125−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 138,958 | $2.27M | 0.00% | −3,069−2.2% | Reduced |
| Agf Management Ltd | 140,706 | $2.29M | 0.01% | −42,774−23.3% | Reduced |
| Great West Life Assurance Co | 147,262 | $2.40M | 0.00% | +2,581+1.8% | Added |
| PEAK6 LLC | 149,668 | $2.44M | 0.10% | +149,668 | New |
| California State Teachers Retirement System | 161,645 | $2.63M | 0.00% | −3,268−2.0% | Reduced |
| CWM, LLC | 163,421 | $2.66M | 0.01% | −11,866−6.8% | Reduced |
| Holocene Advisors, LP | 166,078 | $2.71M | 0.01% | +166,078 | New |
| SEI Investments Co | 173,701 | $2.83M | 0.00% | −218,706−55.7% | Reduced |
| Nebula Research & Development LLC | 174,277 | $2.84M | 0.33% | +174,277 | New |
| Amundi | 190,032 | $2.88M | 0.00% | +187,612+7,752.6% | Added |
| Nicholas Company, Inc. | 193,600 | $3.16M | 0.05% | −1,560−0.8% | Reduced |
| Corebridge Financial, Inc. | 194,735 | $3.17M | 0.02% | −8,164−4.0% | Reduced |
| Guggenheim Capital LLC | 195,372 | $3.18M | 0.03% | +11,812+6.4% | Added |
| Cerity Partners LLC | 195,268 | $3.21M | 0.01% | −57,768−22.8% | Reduced |
| Creative Planning | 204,501 | $3.33M | 0.00% | +1,339+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 213,517 | $3.48M | 0.27% | +213,517 | New |
| New York State Teachers Retirement System | 217,591 | $3.55M | 0.01% | −5,400−2.4% | Reduced |
| Ameriprise Financial Inc | 217,638 | $3.55M | 0.00% | +6,065+2.9% | Added |
| State Board of Administration of Florida Retirement System | 226,768 | $3.70M | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 228,432 | $3.72M | 0.75% | +228,432 | New |
| Alliancebernstein L.P. | 232,261 | $3.79M | 0.00% | −560.0% | Reduced |
| Centiva Capital, LP | 236,318 | $3.85M | 0.15% | +192,898+444.3% | Added |
| Bank of Nova Scotia | 237,979 | $3.88M | 0.01% | +217,688+1,072.8% | Added |
| BNP Paribas Arbitrage, SA | 250,144 | $4.08M | 0.00% | +221,376+769.5% | Added |
| Barclays PLC | 253,256 | $4.13M | 0.00% | +124,496+96.7% | Added |
| Kovitz Investment Group Partners, LLC | 263,767 | $4.30M | 0.02% | +248,575+1,636.2% | Added |
| Norges Bank | 264,911 | $4.32M | 0.00% | −43,290−14.0% | Reduced |
| Ieq Capital, LLC | 268,531 | $4.38M | 0.04% | +184,749+220.5% | Added |
| Advisors Asset Management, Inc. | 271,398 | $4.42M | 0.08% | +62,518+29.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 279,041 | $4.55M | 0.01% | +128,579+85.5% | Added |
| Man Group plc | 284,880 | $4.64M | 0.01% | +284,880 | New |
| Legal & General Group Plc | 291,896 | $4.76M | 0.00% | +7,188+2.5% | Added |
| Quantinno Capital Management LP | 297,187 | $4.84M | 0.05% | +187,440+170.8% | Added |
| Citigroup Inc | 310,248 | $5.06M | 0.00% | −66,730−17.7% | Reduced |
| Swiss National Bank | 340,300 | $5.55M | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 345,266 | $5.63M | 0.04% | +53,883+18.5% | Added |
| Gotham Asset Management, LLC | 347,408 | $5.66M | 0.05% | +256,604+282.6% | Added |
| Macquarie Group Ltd | 357,937 | $5.83M | 0.01% | −906−0.3% | Reduced |
| Principal Financial Group Inc | 395,142 | $6.44M | 0.00% | −2,249−0.6% | Reduced |
| FMR LLC | 406,078 | $6.62M | 0.00% | +195,003+92.4% | Added |
| Two Sigma Advisers, LP | 424,605 | $6.92M | 0.02% | −620,000−59.4% | Reduced |
| HRT Financial LP | 465,653 | $7.59M | 0.04% | +422,925+989.8% | Added |
| Federated Hermes, Inc. | 472,256 | $7.70M | 0.02% | −42,468−8.3% | Reduced |
| ExodusPoint Capital Management, LP | 492,672 | $8.03M | 0.08% | +492,672 | New |
| Bank of America Corp | 498,542 | $8.13M | 0.00% | −59,854−10.7% | Reduced |
| First Trust Advisors LP | 525,528 | $8.57M | 0.01% | +26,867+5.4% | Added |
| Rhumbline Advisers | 583,148 | $9.51M | 0.01% | −1,112−0.2% | Reduced |
| UBS Asset Management Americas Inc | 628,013 | $10.2M | 0.00% | +72,033+13.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 676,493 | $11.0M | 0.02% | +34,187+5.3% | Added |
| Citadel Advisors LLC | 676,734 | $11.0M | 0.01% | +499,119+281.0% | Added |
| Retirement Systems of Alabama | 712,078 | $11.6M | 0.04% | +811+0.1% | Added |
| Gradient Investments LLC | 772,575 | $12.6M | 0.26% | +80,055+11.6% | Added |
| Horizon Kinetics Asset Management LLC | 782,621 | $12.8M | 0.16% | −64,895−7.7% | Reduced |
| California Public Employees Retirement System | 801,070 | $13.1M | 0.01% | +35,016+4.6% | Added |
| Nuveen Asset Management, LLC | 801,536 | $13.1M | 0.00% | +254,443+46.5% | Added |
| Assenagon Asset Management S.A. | 819,483 | $13.4M | 0.02% | +819,483 | New |
| Jane Street Group, LLC | 826,696 | $13.5M | 0.02% | +678,990+459.7% | Added |
| Voya Investment Management LLC | 843,645 | $13.8M | 0.01% | −17,268−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 898,319 | $14.5M | 0.02% | −4,031,007−81.8% | Reduced |
| Two Sigma Investments, LP | 923,115 | $15.0M | 0.03% | −1,224,618−57.0% | Reduced |
| Trexquant Investment LP | 1,023,182 | $16.7M | 0.19% | +1,023,182 | New |
| Massachusetts Financial Services Co | 1,053,355 | $17.2M | 0.01% | −8,348−0.8% | Reduced |
| Goldman Sachs Group Inc | 1,185,039 | $19.3M | 0.00% | +578,716+95.4% | Added |
| Verition Fund Management LLC | 1,192,325 | $19.4M | 0.10% | +1,139,711+2,166.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,223,824 | $19.9M | 0.02% | −592,574−32.6% | Reduced |