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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 1,568,348 | $25.6M | 0.42% | +1,521,527+3,249.7% | Added |
| Northern Trust Corp | 1,575,420 | $25.7M | 0.00% | +308,142+24.3% | Added |
| Victory Capital Management Inc | 1,591,281 | $25.9M | 0.03% | +766,910+93.0% | Added |
| UBS Group AG | 1,824,210 | $29.7M | 0.01% | +1,483,368+435.2% | Added |
| Invesco Ltd. | 1,882,829 | $30.7M | 0.01% | +1,407,503+296.1% | Added |
| Qube Research & Technologies Ltd | 1,911,324 | $31.2M | 0.05% | +1,637,281+597.5% | Added |
| Millennium Management LLC | 2,066,563 | $33.7M | 0.03% | −678,669−24.7% | Reduced |
| Royal Bank of Canada | 2,399,675 | $39.1M | 0.01% | −201,853−7.8% | Reduced |
| Bank of New York Mellon Corp | 2,434,859 | $39.7M | 0.01% | −116,476−4.6% | Reduced |
| Morgan Stanley | 2,705,574 | $44.1M | 0.00% | +570,758+26.7% | Added |
| Point72 Asset Management, L.P. | 2,959,439 | $48.2M | 0.13% | −3,481,441−54.1% | Reduced |
| Geode Capital Management, LLC | 3,105,186 | $50.6M | 0.00% | +7,350+0.2% | Added |
| Janus Henderson Group PLC | 3,133,832 | $51.1M | 0.03% | +90,380+3.0% | Added |
| 1832 Asset Management L.P. | 3,464,600 | $56.5M | 0.10% | +3,464,600 | New |
| Dimensional Fund Advisors LP | 4,033,560 | $65.7M | 0.02% | +43,805+1.1% | Added |
| JPMorgan Chase & Co | 4,578,618 | $74.6M | 0.01% | −115,858−2.5% | Reduced |
| Squarepoint Ops LLC | 4,976,780 | $81.1M | 0.21% | +1,666,514+50.3% | Added |
| State Street Corp | 5,458,671 | $89.0M | 0.00% | +271,078+5.2% | Added |
| Charles Schwab Investment Management Inc | 6,303,279 | $102.7M | 0.02% | +458,106+7.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,249,305 | $150.8M | 0.20% | +160,760+1.8% | Added |
| AQR Capital Management LLC | 10,421,114 | $169.9M | 0.22% | −699,024−6.3% | Reduced |
| BlackRock, Inc. | 19,805,914 | $322.8M | 0.01% | +78,012+0.4% | Added |
| Vanguard Group Inc | 21,098,155 | $343.9M | 0.01% | −930,189−4.2% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 30,525,029 | $497.6M | 12.82% | +12,4340.0% | Added |
| Transcendent Capital Group LLC | 4,869 | – | – | +4,669+2,334.5% | Added |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −1,177,835−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −513,000−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −151,394−100.0% | Sold out |
| BancorpSouth Bank | 0 | $0 | 0.00% | −116,692−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −105,952−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −94,700−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −93,035−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −92,894−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −89,064−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −75,307−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −73,213−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −40,214−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −32,130−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −29,306−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −27,586−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −23,543−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −23,273−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −22,752−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −22,136−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −22,193−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −19,113−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −16,491−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −15,941−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,854−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −13,465−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −12,968−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,530−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| King Wealth | 0 | $0 | 0.00% | −11,873−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −11,378−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −10,030−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,336−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −9,515−100.0% | Sold out |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −8,211−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Legacy Investment Solutions, LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −32,710−100.0% | Sold out |
| Fort Pitt Capital Group, LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| AM Squared Ltd | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |