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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 25,529 | $416.1K | 0.00% | +717+2.9% | Added |
| CCM Investment Group, LLC | 24,394 | $396.6K | 0.04% | +24,394 | New |
| Kestra Private Wealth Services, LLC | 23,526 | $383.5K | 0.01% | −7,701−24.7% | Reduced |
| Nomura Holdings Inc | 22,720 | $370.3K | 0.00% | +22,720 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 22,460 | $366.1K | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 22,373 | $364.7K | 0.00% | +1,247+5.9% | Added |
| Pictet Asset Management Holding SA | 22,250 | $362.7K | 0.00% | +1,805+8.8% | Added |
| EntryPoint Capital, LLC | 22,242 | $362.5K | 0.15% | +22,242 | New |
| Miracle Mile Advisors, LLC | 21,877 | $356.6K | 0.01% | +21,877 | New |
| Pathstone Holdings, LLC | 21,834 | $356.0K | 0.00% | +2,801+14.7% | Added |
| Lecap Asset Management Ltd | 21,451 | $349.7K | 0.09% | +21,451 | New |
| Park Avenue Securities LLC | 20,248 | $330.0K | 0.00% | −1,830−8.3% | Reduced |
| Public Employees Retirement Association of Colorado | 19,911 | $325.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 19,848 | $323.5K | 0.00% | −314−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 19,523 | $318.2K | 0.00% | −3,339−14.6% | Reduced |
| State of Alaska, Department of Revenue | 19,522 | $318.0K | 0.00% | −305−1.5% | Reduced |
| Susquehanna International Group, LLP | 19,470 | $317.4K | 0.00% | +5,829+42.7% | Added |
| Summit Trail Advisors, LLC | 18,740 | $305.5K | 0.01% | +18,740 | New |
| Simplex Trading, LLC | 18,667 | $304.0K | 0.01% | +1,630+9.6% | Added |
| Crestline Management, LP | 18,631 | $303.7K | 0.01% | −21,557−53.6% | Reduced |
| Farringdon Capital, Ltd. | 18,622 | $303.5K | 0.13% | +18,622 | New |
| Hantz Financial Services, Inc. | 18,507 | $302.0K | 0.01% | +2,285+14.1% | Added |
| Winton Group Ltd | 18,503 | $301.6K | 0.02% | +18,503 | New |
| Williams Jones Wealth Management, LLC. | 18,500 | $301.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 18,317 | $298.6K | 0.00% | −2,423−11.7% | Reduced |
| We Are One Seven, LLC | 18,233 | $297.2K | 0.01% | −146−0.8% | Reduced |
| Dark Forest Capital Management LP | 17,947 | $292.5K | 0.04% | +17,947 | New |
| Polymer Capital Management (US) LLC | 17,582 | $286.6K | 0.09% | +17,582 | New |
| Blueshift Asset Management, LLC | 17,529 | $285.7K | 0.10% | −43,177−71.1% | Reduced |
| Regions Financial Corp | 17,471 | $284.8K | 0.00% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 17,444 | $284.3K | 0.29% | +17,444 | New |
| Lido Advisors, LLC | 17,089 | $278.6K | 0.00% | +17,089 | New |
| Prosperity Consulting Group, LLC | 17,074 | $278.3K | 0.02% | −17,034−49.9% | Reduced |
| R Squared Ltd | 16,782 | $273.5K | 0.27% | +16,782 | New |
| Chicago Partners Investment Group LLC | 17,963 | $272.7K | 0.01% | +7,831+77.3% | Added |
| Bayforest Capital Ltd | 16,562 | $270.0K | 0.34% | +16,562 | New |
| CIBC Private Wealth Group, LLC | 17,590 | $267.0K | 0.00% | −2,349−11.8% | Reduced |
| SG Americas Securities, LLC | 16,401 | $267.0K | 0.00% | −13,621−45.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 16,100 | $262.4K | 0.26% | +16,100 | New |
| Sciencast Management LP | 15,734 | $256.5K | 0.07% | +15,734 | New |
| Natixis Advisors, L.P. | 15,634 | $255.0K | 0.00% | +897+6.1% | Added |
| Toroso Investments, LLC | 15,403 | $251.1K | 0.00% | +5,270+52.0% | Added |
| Sym Financial Corp | 15,091 | $246.0K | 0.03% | −498−3.2% | Reduced |
| 1st Source Bank | 15,085 | $245.9K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 14,866 | $242.3K | 0.05% | +14,866 | New |
| Wolverine Trading, LLC | 14,488 | $235.6K | 0.01% | −17,477−54.7% | Reduced |
| Crossmark Global Holdings, Inc. | 14,323 | $234.0K | 0.00% | −44−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 14,260 | $232.4K | 0.00% | +14,260 | New |
| Probity Advisors, Inc. | 14,253 | $232.3K | 0.04% | +2,564+21.9% | Added |
| Miller Financial Services LLC | 14,056 | $229.1K | 0.19% | +14,056 | New |
| FSM Wealth Advisors, LLC | 15,365 | $228.2K | 0.06% | +58+0.4% | Added |
| Tower Research Capital LLC (TRC) | 13,821 | $225.3K | 0.00% | +6,480+88.3% | Added |
| ISAM Funds (UK) Ltd | 13,548 | $220.8K | 0.16% | +13,548 | New |
| GWM Advisors LLC | 13,354 | $217.7K | 0.00% | +13,097+5,096.1% | Added |
| Elo Mutual Pension Insurance Co | 13,305 | $216.9K | 0.00% | +13,305 | New |
| Jump Financial, LLC | 13,271 | $216.3K | 0.00% | +13,271 | New |
| Occudo Quantitative Strategies LP | 13,185 | $214.9K | 0.04% | +13,185 | New |
| Krilogy Financial LLC | 13,003 | $211.9K | 0.01% | +13,003 | New |
| FORA Capital, LLC | 13,002 | $211.9K | 0.02% | −13,523−51.0% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $211.9K | 0.04% | +13,000 | New |
| Securian Asset Management, Inc | 12,944 | $211.0K | 0.01% | −308−2.3% | Reduced |
| Nisa Investment Advisors, LLC | 12,865 | $209.7K | 0.00% | −14,000−52.1% | Reduced |
| Paradigm Financial Partners, LLC | 12,616 | $205.6K | 0.03% | −5,453−30.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,430 | $202.6K | 0.01% | −41,713−77.0% | Reduced |
| State of Wyoming | 12,197 | $198.8K | 0.03% | −3,776−23.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,166 | $198.3K | 0.00% | +9,519+359.6% | Added |
| SRS Capital Advisors, Inc. | 12,143 | $197.9K | 0.01% | +10,881+862.2% | Added |
| Towerview LLC | 12,000 | $195.6K | 0.14% | −10,500−46.7% | Reduced |
| Capital Investment Advisors, LLC | 11,952 | $194.8K | 0.00% | +485+4.2% | Added |
| Capital Performance Advisors LLP | 11,869 | $193.5K | 0.06% | −696−5.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 11,745 | $191.4K | 0.06% | +11,745 | New |
| My Legacy Advisors, LLC | 12,394 | $187.5K | 0.07% | −325−2.6% | Reduced |
| GW Henssler & Associates Ltd | 10,698 | $187.4K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 11,443 | $186.5K | 0.00% | −82−0.7% | Reduced |
| Financial Advocates Investment Management | 11,413 | $186.0K | 0.01% | −250−2.1% | Reduced |
| Whitcomb & Hess, Inc. | 11,341 | $184.9K | 0.06% | −52−0.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 11,272 | $183.7K | 0.01% | +11,272 | New |
| Ausdal Financial Partners, Inc. | 11,232 | $183.1K | 0.02% | +1,008+9.9% | Added |
| Foundations Investment Advisors, LLC | 11,180 | $182.2K | 0.00% | −126−1.1% | Reduced |
| Walleye Capital LLC | 11,081 | $180.6K | 0.00% | −36,533−76.7% | Reduced |
| Independent Advisor Alliance | 11,038 | $179.9K | 0.00% | +123+1.1% | Added |
| Huntington National Bank | 10,988 | $179.1K | 0.00% | −856−7.2% | Reduced |
| Proequities, Inc. | 12,626 | $178.9K | 0.01% | −831−6.2% | Reduced |
| Quarry LP | 10,973 | $178.9K | 0.04% | +10,973 | New |
| Claro Advisors LLC | 10,962 | $178.7K | 0.02% | −11,539−51.3% | Reduced |
| Evergreen Capital Management LLC | 10,769 | $175.5K | 0.01% | +10,769 | New |
| Voloridge Investment Management, LLC | 10,633 | $173.3K | 0.00% | +10,633 | New |
| Evoke Wealth, LLC | 10,629 | $173.3K | 0.00% | −1,078−9.2% | Reduced |
| Magnetar Financial LLC | 10,629 | $173.3K | 0.00% | +10,629 | New |
| M&T Bank Corp | 10,514 | $171.4K | 0.00% | −1,375−11.6% | Reduced |
| Vise Technologies, Inc. | 10,469 | $170.6K | 0.01% | +10,469 | New |
| HB Wealth Management, LLC | 10,365 | $169.0K | 0.00% | −630−5.7% | Reduced |
| Buckingham Strategic Partners | 10,194 | $166.2K | 0.00% | −13,450−56.9% | Reduced |
| JustInvest LLC | 10,173 | $165.8K | 0.00% | −3,651−26.4% | Reduced |
| Janney Montgomery Scott LLC | 10,076 | $164.0K | 0.00% | −4,374−30.3% | Reduced |
| Pinnacle Associates Ltd | 10,040 | $163.7K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 9,435 | $153.8K | 0.12% | +3,120+49.4% | Added |
| MAI Capital Management | 9,135 | $148.9K | 0.00% | +9,135 | New |
| Lazard Asset Management LLC | 8,198 | $133.0K | 0.00% | −5,987−42.2% | Reduced |
| Venturi Wealth Management, LLC | 7,749 | $126.3K | 0.01% | +1,666+27.4% | Added |