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 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 2,428 | $35.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,538 | $37.1K | 0.00% | +1,868+278.8% | Added |
| Geneos Wealth Management Inc. | 2,790 | $40.8K | 0.00% | −405−12.7% | Reduced |
| Pflug Koory, LLC | 2,805 | $41.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,910 | $42.6K | 0.01% | −2,367−44.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,914 | $42.6K | 0.00% | −9,951−77.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,976 | $43.5K | 0.00% | +1,559+110.0% | Added |
| Bartlett & Co. Wealth Management LLC | 3,107 | $45.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,257 | $47.6K | 0.00% | −8,886−73.2% | Reduced |
| True Wealth Design, LLC | 3,264 | $47.8K | 0.02% | +1,582+94.1% | Added |
| Continuum Advisory, LLC | 3,284 | $48.0K | 0.01% | +42+1.3% | Added |
| Caitong International Asset Management Co., Ltd | 3,422 | $50.1K | 0.04% | +3,375+7,180.9% | Added |
| Security National Bank | 3,561 | $52.1K | 0.01% | +138+4.0% | Added |
| Peoples Bank | 3,679 | $53.8K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,262 | $62.4K | 0.00% | +917+27.4% | Added |
| GAMMA Investing LLC | 4,266 | $62.4K | 0.00% | +2,033+91.0% | Added |
| Richardson Financial Services Inc. | 4,290 | $62.8K | 0.05% | +510+13.5% | Added |
| Canada Pension Plan Investment Board | 4,400 | $64.4K | 0.00% | −25,700−85.4% | Reduced |
| Covestor Ltd | 5,069 | $74.0K | 0.05% | +1,038+25.8% | Added |
| Sterling Capital Management LLC | 5,179 | $75.8K | 0.00% | −1,446−21.8% | Reduced |
| Clearstead Advisors, LLC | 5,192 | $76.0K | 0.00% | +5,172+25,860.0% | Added |
| Hillsdale Investment Management Inc. | 5,300 | $77.5K | 0.00% | +2,500+89.3% | Added |
| Tower Research Capital LLC (TRC) | 5,635 | $82.4K | 0.00% | −8,186−59.2% | Reduced |
| IFP Advisors, Inc | 6,497 | $95.1K | 0.00% | −100−1.5% | Reduced |
| DekaBank Deutsche Girozentrale | 7,223 | $105.0K | 0.00% | +1,303+22.0% | Added |
| Jones Financial Companies LLLP | 7,484 | $109.5K | 0.00% | +996+15.4% | Added |
| Russell Investments Group, Ltd. | 7,821 | $114.4K | 0.00% | +4,834+161.8% | Added |
| Viking Fund Management LLC | 8,000 | $117.0K | 0.02% | +3,000+60.0% | Added |
| Bayforest Capital Ltd | 8,036 | $117.6K | 0.05% | −8,526−51.5% | Reduced |
| Quarry LP | 8,405 | $123.0K | 0.03% | −2,568−23.4% | Reduced |
| Umb Bank N A | 8,475 | $124.0K | 0.00% | +2,146+33.9% | Added |
| KBC Group NV | 8,657 | $127.0K | 0.00% | +2,555+41.9% | Added |
| The PNC Financial Services Group, Inc. | 8,961 | $131.1K | 0.00% | −10,562−54.1% | Reduced |
| MAI Capital Management | 9,181 | $134.3K | 0.00% | +46+0.5% | Added |
| Pinnacle Associates Ltd | 10,040 | $146.9K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 10,101 | $147.8K | 0.02% | +10,101 | New |
| Prelude Capital Management, LLC | 10,155 | $148.6K | 0.01% | +10,155 | New |
| Lazard Asset Management LLC | 10,220 | $149.0K | 0.00% | +2,022+24.7% | Added |
| Chicago Partners Investment Group LLC | 12,844 | $151.0K | 0.01% | −5,119−28.5% | Reduced |
| denkapparat Operations GmbH | 10,338 | $151.2K | 0.16% | +10,338 | New |
| Sanctuary Advisors, LLC | 10,544 | $154.3K | 0.00% | −22,510−68.1% | Reduced |
| Capital Performance Advisors LLP | 10,660 | $156.0K | 0.03% | −1,209−10.2% | Reduced |
| GW Henssler & Associates Ltd | 10,698 | $156.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 10,862 | $158.9K | 0.02% | −1,335−10.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,873 | $159.1K | 0.00% | −399−3.5% | Reduced |
| Claro Advisors LLC | 10,887 | $159.3K | 0.02% | −75−0.7% | Reduced |
| Global Assets Advisory, LLC | 12,000 | $161.0K | 0.03% | +12,000 | New |
| Independent Advisor Alliance | 11,019 | $161.2K | 0.01% | −19−0.2% | Reduced |
| United Services Automobile Association | 11,021 | $161.2K | 0.00% | +11,021 | New |
| Coldstream Capital Management Inc | 11,124 | $162.7K | 0.00% | +11,124 | New |
| Foundations Investment Advisors, LLC | 11,249 | $164.6K | 0.00% | +69+0.6% | Added |
| Johnson Investment Counsel Inc | 11,425 | $167.1K | 0.00% | −18−0.2% | Reduced |
| Financial Advocates Investment Management | 11,438 | $167.3K | 0.01% | +25+0.2% | Added |
| GWM Advisors LLC | 11,547 | $168.9K | 0.00% | −1,807−13.5% | Reduced |
| Whitcomb & Hess, Inc. | 11,604 | $169.8K | 0.05% | +263+2.3% | Added |
| Prudential Financial Inc | 11,620 | $170.0K | 0.00% | +11,620 | New |
| HSBC Holdings PLC | 11,723 | $171.4K | 0.00% | +11,723 | New |
| Susquehanna International Group, LLP | 11,816 | $172.9K | 0.00% | −7,654−39.3% | Reduced |
| Sendero Wealth Management, LLC | 12,007 | $175.7K | 0.02% | +12,007 | New |
| My Legacy Advisors, LLC | 12,060 | $176.4K | 0.07% | −334−2.7% | Reduced |
| Capital Investment Advisors, LLC | 12,142 | $177.6K | 0.00% | +190+1.6% | Added |
| Jain Global LLC | 12,300 | $179.9K | 0.00% | +12,300 | New |
| Two Sigma Securities, LLC | 12,519 | $183.2K | 0.03% | +12,519 | New |
| Warren Averett Asset Management, LLC | 12,547 | $183.6K | 0.00% | +12,547 | New |
| Ausdal Financial Partners, Inc. | 12,837 | $187.8K | 0.01% | +1,605+14.3% | Added |
| Securian Asset Management, Inc | 12,944 | $189.4K | 0.01% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $190.2K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 13,055 | $191.0K | 0.17% | +3,620+38.4% | Added |
| Huntington National Bank | 13,323 | $194.9K | 0.00% | +2,335+21.3% | Added |
| Kestra Advisory Services, LLC | 13,555 | $198.3K | 0.00% | −8,818−39.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 13,604 | $199.0K | 0.05% | +13,604 | New |
| Paradigm Financial Partners, LLC | 13,618 | $199.2K | 0.02% | +1,002+7.9% | Added |
| Evoke Wealth, LLC | 13,882 | $203.1K | 0.01% | +3,253+30.6% | Added |
| Miller Financial Services LLC | 14,056 | $205.6K | 0.30% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 14,101 | $206.3K | 0.01% | +10,623+305.4% | Added |
| Crossmark Global Holdings, Inc. | 14,406 | $210.8K | 0.00% | +83+0.6% | Added |
| CIBC Private Wealth Group, LLC | 17,008 | $211.2K | 0.00% | −582−3.3% | Reduced |
| US Bancorp | 14,500 | $212.1K | 0.00% | −3,817−20.8% | Reduced |
| Towerview LLC | 14,500 | $212.1K | 0.15% | +2,500+20.8% | Added |
| Pathstone Holdings, LLC | 14,544 | $212.8K | 0.00% | −7,290−33.4% | Reduced |
| Optimist Retirement Group LLC | 14,734 | $215.6K | 0.11% | +14,734 | New |
| ESL Trust Services, LLC | 14,866 | $217.5K | 0.05% | 00.0% | Unchanged |
| 1st Source Bank | 15,085 | $220.7K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 15,339 | $224.4K | 0.00% | +15,339 | New |
| Cresset Asset Management, LLC | 15,380 | $225.0K | 0.00% | +15,380 | New |
| Syon Capital LLC | 15,559 | $227.6K | 0.02% | +15,559 | New |
| M&T Bank Corp | 15,677 | $229.1K | 0.00% | +5,163+49.1% | Added |
| Schonfeld Strategic Advisors LLC | 15,676 | $229.3K | 0.00% | −78,646−83.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 16,100 | $235.5K | 0.24% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 16,207 | $237.1K | 0.05% | +842+5.5% | Added |
| Prosperity Consulting Group, LLC | 16,856 | $246.6K | 0.02% | −218−1.3% | Reduced |
| HB Wealth Management, LLC | 16,922 | $247.6K | 0.00% | +6,557+63.3% | Added |
| Sherbrooke Park Advisers LLC | 17,074 | $249.8K | 0.12% | +17,074 | New |
| Lido Advisors, LLC | 17,084 | $250.0K | 0.00% | −50.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,251 | $252.4K | 0.00% | +17,251 | New |
| Regions Financial Corp | 17,471 | $255.6K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 17,937 | $262.0K | 0.00% | +2,303+14.7% | Added |
| Evergreen Capital Management LLC | 18,010 | $263.5K | 0.01% | +7,241+67.2% | Added |
| Winton Group Ltd | 18,155 | $265.6K | 0.02% | −348−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 18,409 | $269.3K | 0.01% | −3,468−15.9% | Reduced |