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, Q1 2025
Institutional positions in Wendy's Co as of Mar 31, 2025. 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
- 424
- +3 vs. Q4 2024
- Shares held
- 188.4M
- +2.90M (+1.6%) vs. Q4 2024
- Total value
- $2.76B
- −$267.5M (−8.8%) vs. Q4 2024
- New holders
- 73
- 172 more added
- Sold out
- 70
- 113 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 14 | $0 | 0.00% | +14 | New |
| Burkett Financial Services, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $15 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 4 | $59 | 0.00% | −7−63.6% | Reduced |
| HFM Investment Advisors, LLC | 4 | $59 | 0.00% | +4 | New |
| Greenline Partners, LLC | 5 | $73 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 8 | $117 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 8 | $117 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $117 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 9 | $132 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $171 | 0.00% | +12 | New |
| Smallwood Wealth Investment Management, LLC | 12 | $175 | 0.00% | +12 | New |
| Laurel Wealth Advisors LLC | 15 | $220 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 22 | $322 | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 23 | $337 | 0.00% | −86−78.9% | Reduced |
| IAG Wealth Partners, LLC | 27 | $395 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $439 | 0.00% | −2−6.3% | Reduced |
| Global Financial Private Client, LLC | 32 | $468 | 0.00% | +23+255.6% | Added |
| Cornerstone Planning Group LLC | 40 | $506 | 0.00% | +1+2.6% | Added |
| UMA Financial Services, Inc. | 38 | $559 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 41 | $600 | 0.00% | +41 | New |
| Trust Co of Vermont | 45 | $658 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $732 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 68 | $995 | 0.00% | −217−76.1% | Reduced |
| Smartleaf Asset Management LLC | 69 | $1.01K | 0.00% | −115−62.5% | Reduced |
| American Capital Advisory, LLC | 70 | $1.03K | 0.00% | +1+1.4% | Added |
| Bruce G. Allen Investments, LLC | 86 | $1.26K | 0.00% | +64+290.9% | Added |
| New Millennium Group LLC | 93 | $1.36K | 0.00% | +93 | New |
| Danske Bank A/S | 100 | $1.46K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 120 | $1.76K | 0.00% | −125−51.0% | Reduced |
| Parkside Financial Bank & Trust | 150 | $2.19K | 0.00% | +110+275.0% | Added |
| Blue Bell Private Wealth Management, LLC | 157 | $2.30K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 181 | $2.65K | 0.00% | +181 | New |
| Ronald Blue Trust, Inc. | 189 | $2.77K | 0.00% | −45−19.2% | Reduced |
| First Community Trust NA | 200 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 175 | $3.00K | 0.00% | −600−77.4% | Reduced |
| CX Institutional | 207 | $3.00K | 0.00% | +207 | New |
| Nalls Sherbakoff Group, LLC | 212 | $3.10K | 0.00% | +212 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $3.12K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $3.30K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 231 | $3.38K | 0.00% | +4+1.8% | Added |
| Atlantic Trust, LLC | 265 | $3.88K | 0.00% | +265 | New |
| Capital Advisors, Ltd. LLC | 278 | $4.00K | 0.00% | +4+1.5% | Added |
| Hemington Wealth Management | 275 | $4.00K | 0.00% | +70+34.1% | Added |
| Avalon Trust Co | 284 | $4.16K | 0.00% | +284 | New |
| Princeton Global Asset Management LLC | 285 | $4.17K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 288 | $4.21K | 0.00% | +288 | New |
| GeoWealth Management, LLC | 334 | $4.89K | 0.00% | −616−64.8% | Reduced |
| Optiver Holding B.V. | 334 | $4.89K | 0.00% | +334 | New |
| NBT Bank N A | 349 | $5.11K | 0.00% | +5+1.5% | Added |
| Harbor Investment Advisory, LLC | 375 | $5.49K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 400 | $5.85K | 0.00% | +400 | New |
| Ogorek Anthony Joseph | 425 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $6.22K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 476 | $6.96K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 500 | $7.32K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 505 | $7.39K | 0.00% | +505 | New |
| Crews Bank & Trust | 531 | $7.77K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 541 | $7.92K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $8.78K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 600 | $8.79K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 631 | $9.22K | 0.00% | +624+8,914.3% | Added |
| Rise Advisors, LLC | 734 | $10.7K | 0.00% | −201−21.5% | Reduced |
| Pittenger & Anderson Inc | 750 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $11.7K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 800 | $11.8K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 908 | $13.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 967 | $14.1K | 0.00% | +214+28.4% | Added |
| Nomura Asset Management Co Ltd | 1,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $14.6K | 0.00% | +1,000 | New |
| Centerpoint Advisors, LLC | 1,000 | $15.0K | 0.01% | +1,000 | New |
| Skopos Labs, Inc. | 1,041 | $15.2K | 0.00% | +1,038+34,600.0% | Added |
| Creative Financial Designs Inc | 1,044 | $15.3K | 0.00% | +10+1.0% | Added |
| Massmutual Trust Co FSB | 1,070 | $15.7K | 0.00% | +715+201.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,076 | $15.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,075 | $16.0K | 0.00% | +1,075 | New |
| Walleye Capital LLC | 1,150 | $16.8K | 0.00% | −9,931−89.6% | Reduced |
| Rossby Financial, LCC | 1,320 | $16.9K | 0.01% | +1,320 | New |
| Farmers & Merchants Investments Inc | 1,204 | $17.6K | 0.00% | +67+5.9% | Added |
| Allworth Financial LP | 1,381 | $17.7K | 0.00% | −743−35.0% | Reduced |
| First United Bank Trust | 1,233 | $18.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,250 | $18.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,258 | $18.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,302 | $19.1K | 0.00% | +1,155+785.7% | Added |
| Private Trust Co NA | 1,400 | $20.5K | 0.00% | +1,000+250.0% | Added |
| Motco | 1,417 | $20.7K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,500 | $21.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,586 | $23.2K | 0.00% | −1,404−47.0% | Reduced |
| Fifth Third Bancorp | 1,592 | $23.3K | 0.00% | −588−27.0% | Reduced |
| S.A. Mason LLC | 1,600 | $23.4K | 0.01% | −2,000−55.6% | Reduced |
| Alpine Bank Wealth Management | 1,637 | $23.9K | 0.00% | +1,637 | New |
| Strategic Investment Solutions, Inc. | 1,650 | $24.1K | 0.01% | +110+7.1% | Added |
| Leonteq Securities AG | 1,686 | $24.8K | 0.00% | −1,385−45.1% | Reduced |
| Principal Securities, Inc. | 1,731 | $28.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,125 | $31.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,133 | $31.4K | 0.00% | +1,957+1,111.9% | Added |
| Lindbrook Capital, LLC | 2,252 | $32.9K | 0.00% | −296−11.6% | Reduced |
| SBI Securities Co., Ltd. | 2,257 | $33.0K | 0.00% | +386+20.6% | Added |
| Mather Group, LLC. | 2,263 | $33.1K | 0.00% | 00.0% | Unchanged |
| Amundi | 2,420 | $34.0K | 0.00% | −187,612−98.7% | Reduced |