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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 6,625 | $108.0K | 0.00% | +1,742+35.7% | Added |
| IFP Advisors, Inc | 6,597 | $107.5K | 0.00% | +2,338+54.9% | Added |
| Jones Financial Companies LLLP | 6,488 | $105.8K | 0.00% | +5,251+424.5% | Added |
| Umb Bank N A | 6,329 | $103.2K | 0.00% | +336+5.6% | Added |
| KBC Group NV | 6,102 | $99.0K | 0.00% | +2,518+70.3% | Added |
| DekaBank Deutsche Girozentrale | 5,920 | $97.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,277 | $86.0K | 0.02% | −155−2.9% | Reduced |
| Viking Fund Management LLC | 5,000 | $81.5K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 4,238 | $69.1K | 0.01% | −23,113−84.5% | Reduced |
| New Age Alpha Advisors, LLC | 4,131 | $67.3K | 0.00% | +4,131 | New |
| Covestor Ltd | 4,031 | $66.0K | 0.04% | −384−8.7% | Reduced |
| Richardson Financial Services Inc. | 3,780 | $61.5K | 0.04% | −1,145−23.2% | Reduced |
| Peoples Bank | 3,679 | $59.9K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,600 | $58.7K | 0.03% | −1,400−28.0% | Reduced |
| Quadrant Capital Group LLC | 3,478 | $56.7K | 0.00% | −849−19.6% | Reduced |
| Security National Bank | 3,423 | $55.8K | 0.01% | +3,423 | New |
| Signaturefd, LLC | 3,345 | $54.5K | 0.00% | −345−9.3% | Reduced |
| Continuum Advisory, LLC | 3,242 | $52.8K | 0.01% | −1,555−32.4% | Reduced |
| Geneos Wealth Management Inc. | 3,195 | $52.1K | 0.00% | −50−1.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,107 | $50.6K | 0.00% | +985+46.4% | Added |
| Leonteq Securities AG | 3,071 | $50.1K | 0.00% | +982+47.0% | Added |
| Parallel Advisors, LLC | 2,990 | $48.7K | 0.00% | +880+41.7% | Added |
| Russell Investments Group, Ltd. | 2,987 | $48.7K | 0.00% | −904−23.2% | Reduced |
| Pflug Koory, LLC | 2,805 | $45.7K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,800 | $45.6K | 0.00% | +2,800 | New |
| Lindbrook Capital, LLC | 2,548 | $41.5K | 0.00% | −296−10.4% | Reduced |
| Global Retirement Partners, LLC | 2,514 | $41.0K | 0.00% | +21+0.8% | Added |
| High Note Wealth, LLC | 2,428 | $39.6K | 0.01% | +2,428 | New |
| Mather Group, LLC. | 2,263 | $36.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,233 | $36.4K | 0.00% | +1,400+168.1% | Added |
| Fifth Third Bancorp | 2,180 | $35.5K | 0.00% | −33−1.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,125 | $35.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 1,898 | $30.9K | 0.00% | +1,898 | New |
| SBI Securities Co., Ltd. | 1,871 | $30.5K | 0.00% | +1,871 | New |
| Allworth Financial LP | 2,124 | $30.1K | 0.00% | +594+38.8% | Added |
| Bryn Mawr Trust Co | 1,835 | $29.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,540 | $29.7K | 0.01% | −63−3.9% | Reduced |
| Principal Securities, Inc. | 1,731 | $28.2K | 0.00% | +505+41.2% | Added |
| Versant Capital Management, Inc | 1,708 | $27.8K | 0.01% | +153+9.8% | Added |
| True Wealth Design, LLC | 1,682 | $27.4K | 0.01% | −4,109−71.0% | Reduced |
| Field & Main Bank | 1,500 | $24.4K | 0.01% | 00.0% | Unchanged |
| Motco | 1,417 | $23.1K | 0.00% | −314−18.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,417 | $23.1K | 0.00% | +130+10.1% | Added |
| LRI Investments, LLC | 1,258 | $20.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,250 | $20.4K | 0.00% | −521−29.4% | Reduced |
| First United Bank Trust | 1,233 | $20.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,137 | $18.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,076 | $17.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,034 | $16.9K | 0.00% | +8+0.8% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,000 | $16.3K | 0.00% | +1,000 | New |
| GeoWealth Management, LLC | 950 | $15.5K | 0.00% | +272+40.1% | Added |
| Rise Advisors, LLC | 935 | $15.2K | 0.01% | +14+1.5% | Added |
| Joseph Group Capital Management | 908 | $14.8K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $13.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 800 | $13.0K | 0.01% | +800 | New |
| Bessemer Group Inc | 775 | $13.0K | 0.00% | +250+47.6% | Added |
| Quent Capital, LLC | 753 | $12.3K | 0.00% | −74−8.9% | Reduced |
| Pittenger & Anderson Inc | 750 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 707 | $11.5K | 0.00% | +5+0.7% | Added |
| Coppell Advisory Solutions LLC | 704 | $11.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 670 | $10.9K | 0.00% | +475+243.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $9.78K | 0.00% | +300+100.0% | Added |
| TD Waterhouse Canada Inc. | 600 | $9.77K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 580 | $9.00K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 541 | $8.82K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 531 | $8.65K | 0.00% | +531 | New |
| Bangor Savings Bank | 500 | $8.15K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 476 | $7.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $6.93K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 425 | $6.93K | 0.00% | +425 | New |
| Eastern Bank | 423 | $6.89K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 400 | $6.52K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 377 | $6.14K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $6.11K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 425 | $6.00K | 0.00% | +425 | New |
| Massmutual Trust Co FSB | 355 | $5.79K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 350 | $5.71K | 0.00% | −10−2.8% | Reduced |
| NBT Bank N A | 344 | $5.60K | 0.00% | +5+1.5% | Added |
| St Germain D J Co Inc | 285 | $4.65K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 285 | $4.65K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 274 | $4.00K | 0.00% | +6+2.2% | Added |
| Park Square Financial Group, LLC | 245 | $3.99K | 0.00% | +245 | New |
| Ronald Blue Trust, Inc. | 234 | $3.81K | 0.00% | +52+28.6% | Added |
| Kestra Investment Management, LLC | 231 | $3.77K | 0.00% | +231 | New |
| Crewe Advisors LLC | 227 | $3.70K | 0.00% | +227 | New |
| Abound Wealth Management | 226 | $3.68K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $3.44K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $3.26K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 205 | $3.00K | 0.00% | +17+9.0% | Added |
| Smartleaf Asset Management LLC | 184 | $2.99K | 0.00% | +87+89.7% | Added |
| Farther Finance Advisors, LLC | 176 | $2.87K | 0.00% | −248−58.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 157 | $2.56K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 147 | $2.39K | 0.00% | −5−3.3% | Reduced |
| Spire Wealth Management | 138 | $2.25K | 0.00% | −45−24.6% | Reduced |
| Red Tortoise LLC | 134 | $2.18K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 111 | $1.81K | 0.00% | +111 | New |
| JFS Wealth Advisors, LLC | 109 | $1.78K | 0.00% | +5+4.8% | Added |
| Danske Bank A/S | 100 | $1.63K | 0.00% | −2,400−96.0% | Reduced |