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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 110,000 | $1.79M | 0.01% | −3,000−2.7% | Reduced |
| New York State Common Retirement Fund | 101,931 | $1.66M | 0.00% | −1,000−1.0% | Reduced |
| MetLife Investment Management | 100,284 | $1.63M | 0.01% | +8,152+8.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 100,073 | $1.63M | 0.63% | +100,073 | New |
| Wells Fargo & Company | 99,937 | $1.63M | 0.00% | −22,745−18.5% | Reduced |
| KLP Kapitalforvaltning AS | 95,700 | $1.56M | 0.01% | +95,700 | New |
| Schonfeld Strategic Advisors LLC | 94,322 | $1.54M | 0.01% | +52,898+127.7% | Added |
| Bank of Montreal | 94,007 | $1.53M | 0.00% | −33,880−26.5% | Reduced |
| Dean Investment Associates, LLC | 90,821 | $1.48M | 0.21% | −138,033−60.3% | Reduced |
| Mutual of America Capital Management LLC | 90,450 | $1.47M | 0.02% | −1,817−2.0% | Reduced |
| Edgestream Partners, L.P. | 88,909 | $1.45M | 0.06% | +63,883+255.3% | Added |
| Graham Capital Management, L.P. | 87,199 | $1.42M | 0.04% | −36,143−29.3% | Reduced |
| Entropy Technologies, LP | 84,333 | $1.37M | 0.14% | +5,903+7.5% | Added |
| Qsemble Capital Management, LP | 84,247 | $1.37M | 0.18% | +29,016+52.5% | Added |
| Boothbay Fund Management, LLC | 84,014 | $1.37M | 0.04% | +84,014 | New |
| Atria Investments LLC | 83,544 | $1.36M | 0.02% | −10,898−11.5% | Reduced |
| Ensign Peak Advisors, Inc | 83,240 | $1.36M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 83,051 | $1.35M | 0.00% | +1,210+1.5% | Added |
| Amalgamated Bank | 82,787 | $1.35M | 0.01% | +2,353+2.9% | Added |
| State of Tennessee, Treasury Department | 77,805 | $1.27M | 0.00% | +27,805+55.6% | Added |
| Savant Capital, LLC | 77,303 | $1.26M | 0.01% | −72,623−48.4% | Reduced |
| Treasurer of the State of North Carolina | 75,850 | $1.24M | 0.00% | +480+0.6% | Added |
| Gsa Capital Partners LLP | 75,759 | $1.24M | 0.09% | −10,148−11.8% | Reduced |
| AMG National Trust Bank | 75,645 | $1.23M | 0.03% | +13,369+21.5% | Added |
| Franklin Resources Inc | 74,242 | $1.21M | 0.00% | +34,908+88.7% | Added |
| Commonwealth Equity Services, LLC | 72,559 | $1.18M | 0.00% | −5,521−7.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 72,160 | $1.18M | 0.03% | +72,160 | New |
| HighTower Advisors, LLC | 69,137 | $1.13M | 0.00% | +2,431+3.6% | Added |
| BW Gestao de Investimentos Ltda. | 69,000 | $1.12M | 0.05% | +69,000 | New |
| Public Employees Retirement System of Ohio | 62,621 | $1.02M | 0.00% | −3,243−4.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 62,483 | $1.02M | 0.01% | +62,483 | New |
| Impact Capital Partners LLC | 62,444 | $1.02M | 0.36% | +62,444 | New |
| Eagle Harbor Asset Management Inc | 61,869 | $1.01M | 1.01% | −10,698−14.7% | Reduced |
| IMC-Chicago, LLC | 61,301 | $999.2K | 0.03% | +29,896+95.2% | Added |
| Dean Capital Management | 61,257 | $998.5K | 0.43% | −80,604−56.8% | Reduced |
| Thrivent Financial for Lutherans | 57,400 | $979.0K | 0.00% | +797+1.4% | Added |
| Colony Group, LLC | 59,243 | $965.7K | 0.00% | +22,517+61.3% | Added |
| Kimelman & Baird, LLC | 58,878 | $959.7K | 0.08% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 56,591 | $923.0K | 0.01% | −1,190−2.1% | Reduced |
| Mattson Financial Services, LLC | 50,623 | $886.9K | 0.28% | −14,626−22.4% | Reduced |
| Renaissance Technologies LLC | 54,352 | $885.9K | 0.00% | +54,352 | New |
| Pallas Capital Advisors LLC | 53,512 | $872.2K | 0.04% | −13,331−19.9% | Reduced |
| Shufro Rose & Co LLC | 52,834 | $861.2K | 0.07% | −19,108−26.6% | Reduced |
| Teza Capital Management LLC | 52,750 | $859.8K | 0.13% | +52,750 | New |
| Mercer Global Advisors Inc | 52,429 | $854.6K | 0.00% | +2,339+4.7% | Added |
| Neuberger Berman Group LLC | 51,696 | $842.6K | 0.00% | −627−1.2% | Reduced |
| Raymond James Financial Inc | 50,534 | $823.7K | 0.00% | +50,534 | New |
| Arizona State Retirement System | 50,124 | $817.0K | 0.00% | −83−0.2% | Reduced |
| McDonald Partners LLC | 47,861 | $780.1K | 0.20% | +410+0.9% | Added |
| Louisiana State Employees Retirement System | 47,500 | $774.3K | 0.01% | +200+0.4% | Added |
| Frank, Rimerman Advisors LLC | 46,907 | $764.6K | 0.06% | +33,819+258.4% | Added |
| Exchange Traded Concepts, LLC | 44,056 | $718.1K | 0.01% | +1,115+2.6% | Added |
| Quinn Opportunity Partners LLC | 44,000 | $717.2K | 0.05% | +44,000 | New |
| Cullen Investment Group, Ltd. | 42,868 | $698.7K | 0.10% | −895−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,838 | $698.3K | 0.00% | +4,955+13.1% | Added |
| Yousif Capital Management, LLC | 42,700 | $696.0K | 0.01% | −2,107−4.7% | Reduced |
| Cetera Investment Advisers | 41,507 | $676.6K | 0.00% | +2,579+6.6% | Added |
| State of Michigan Retirement System | 40,585 | $661.5K | 0.00% | +600+1.5% | Added |
| Prasad Wealth Partners, LLC | 39,573 | $645.0K | 0.21% | +39,573 | New |
| Deutsche Bank AG | 39,072 | $636.9K | 0.00% | +3,522+9.9% | Added |
| Intech Investment Management LLC | 38,573 | $628.7K | 0.01% | +38,573 | New |
| Legato Capital Management LLC | 38,537 | $628.2K | 0.08% | −51,146−57.0% | Reduced |
| Freestone Grove Partners LP | 38,164 | $622.1K | 0.01% | +38,164 | New |
| Northwestern Mutual Investment Management Company, LLC | 38,055 | $620.3K | 0.01% | +178+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,817 | $616.4K | 0.00% | +184+0.5% | Added |
| NCM Capital Management, LLC | 37,695 | $614.4K | 0.28% | 00.0% | Unchanged |
| Comerica Bank | 36,502 | $595.0K | 0.00% | −2,215−5.7% | Reduced |
| Truist Financial Corp | 36,465 | $594.4K | 0.00% | −17,609−32.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,453 | $578.0K | 0.00% | +2,422+7.3% | Added |
| American Century Companies Inc | 35,428 | $577.5K | 0.00% | +126+0.4% | Added |
| Oregon Public Employees Retirement Fund | 34,828 | $567.7K | 0.01% | +300+0.9% | Added |
| New Mexico Educational Retirement Board | 34,800 | $567.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 34,297 | $559.0K | 0.02% | −1,045−3.0% | Reduced |
| Point72 (DIFC) Ltd | 33,238 | $541.8K | 0.05% | −15,126−31.3% | Reduced |
| North Star Investment Management Corp. | 32,647 | $532.1K | 0.04% | −148,268−82.0% | Reduced |
| PharVision Advisers, LLC | 32,507 | $529.9K | 0.45% | +32,507 | New |
| Oak Thistle LLC | 31,674 | $516.3K | 0.15% | +31,674 | New |
| Point72 Hong Kong Ltd | 31,180 | $508.2K | 0.03% | +30,480+4,354.3% | Added |
| Scientech Research LLC | 31,148 | $507.7K | 0.14% | +31,148 | New |
| Mariner, LLC | 31,070 | $506.4K | 0.00% | +11,916+62.2% | Added |
| Handelsbanken Fonder AB | 30,257 | $493.0K | 0.00% | −3,200−9.6% | Reduced |
| Sanctuary Advisors, LLC | 33,054 | $492.2K | 0.00% | −35,262−51.6% | Reduced |
| Empowered Funds, LLC | 30,137 | $491.2K | 0.01% | −5,589−15.6% | Reduced |
| Canada Pension Plan Investment Board | 30,100 | $490.6K | 0.00% | −30,600−50.4% | Reduced |
| Ascent Group, LLC | 30,011 | $489.2K | 0.04% | −151−0.5% | Reduced |
| Boyar Asset Management Inc. | 29,487 | $480.6K | 0.32% | +70.0% | Added |
| CI Private Wealth, LLC | 29,155 | $475.2K | 0.00% | −4,053−12.2% | Reduced |
| VELA Investment Management, LLC | 29,115 | $474.6K | 0.16% | 00.0% | Unchanged |
| Shelton Capital Management | 28,838 | $470.1K | 0.01% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 28,552 | $465.0K | 0.05% | −606−2.1% | Reduced |
| Merit Financial Group, LLC | 28,440 | $463.6K | 0.01% | +28,440 | New |
| Virtu Financial LLC | 28,407 | $463.0K | 0.02% | +28,407 | New |
| Brevan Howard Capital Management LP | 27,967 | $455.9K | 0.01% | +14,983+115.4% | Added |
| Teacher Retirement System of Texas | 27,849 | $454.0K | 0.00% | −41,477−59.8% | Reduced |
| Capital Fund Management S.A. | 27,809 | $453.3K | 0.00% | −123,988−81.7% | Reduced |
| Xponance, Inc. | 27,325 | $445.4K | 0.00% | +2,004+7.9% | Added |
| Brown Financial Advisors | 26,984 | $439.8K | 0.18% | +1,135+4.4% | Added |
| Advisory Services Network, LLC | 26,816 | $437.1K | 0.01% | +26,816 | New |
| Asset Management One Co.,Ltd. | 26,439 | $436.2K | 0.00% | −160−0.6% | Reduced |
| Copley Financial Group, Inc. | 26,053 | $424.7K | 0.33% | +304+1.2% | Added |