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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 18,463 | $270.1K | 0.00% | +5,192+39.1% | Added |
| Williams Jones Wealth Management, LLC. | 18,500 | $270.7K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 18,502 | $270.7K | 0.05% | +4,249+29.8% | Added |
| Hantz Financial Services, Inc. | 18,661 | $273.0K | 0.00% | +154+0.8% | Added |
| Advisor Resource Council | 19,122 | $279.8K | 0.02% | +19,122 | New |
| Bank of Nova Scotia | 19,432 | $284.3K | 0.00% | −218,547−91.8% | Reduced |
| State of Alaska, Department of Revenue | 19,702 | $288.0K | 0.00% | +180+0.9% | Added |
| Public Employees Retirement Association of Colorado | 19,911 | $291.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 20,019 | $292.9K | 0.12% | +20,019 | New |
| North Star Investment Management Corp. | 20,459 | $299.3K | 0.02% | −12,188−37.3% | Reduced |
| We Are One Seven, LLC | 21,040 | $307.8K | 0.01% | +2,807+15.4% | Added |
| Stifel Financial Corp | 21,050 | $308.0K | 0.00% | +1,202+6.1% | Added |
| Boothbay Fund Management, LLC | 21,175 | $309.8K | 0.01% | −62,839−74.8% | Reduced |
| Cobblestone Capital Advisors LLC | 21,227 | $310.6K | 0.02% | +21,227 | New |
| Park Avenue Securities LLC | 21,576 | $316.0K | 0.00% | +1,328+6.6% | Added |
| Asset Management One Co.,Ltd. | 21,633 | $316.5K | 0.00% | −4,806−18.2% | Reduced |
| Simon Quick Advisors, LLC | 21,662 | $316.9K | 0.02% | +21,662 | New |
| Elo Mutual Pension Insurance Co | 22,221 | $325.1K | 0.01% | +8,916+67.0% | Added |
| Sivia Capital Partners, LLC | 22,251 | $325.5K | 0.15% | +22,251 | New |
| Inceptionr LLC | 22,427 | $328.1K | 0.10% | +22,427 | New |
| JustInvest LLC | 22,762 | $333.0K | 0.00% | +12,589+123.7% | Added |
| Kaufman Rossin Wealth, LLC | 23,323 | $341.2K | 0.24% | +23,323 | New |
| Numerai GP LLC | 23,409 | $342.5K | 0.06% | +23,409 | New |
| Wolverine Trading, LLC | 23,473 | $343.4K | 0.01% | +8,985+62.0% | Added |
| Kestra Private Wealth Services, LLC | 23,659 | $346.1K | 0.01% | +133+0.6% | Added |
| Versant Capital Management, Inc | 23,809 | $348.3K | 0.06% | +22,101+1,294.0% | Added |
| SummitTX Capital, L.P. | 24,061 | $352.0K | 0.02% | +24,061 | New |
| Diametric Capital, LP | 24,197 | $354.0K | 0.42% | +24,197 | New |
| Kingsview Wealth Management, LLC | 24,700 | $361.4K | 0.01% | +24,700 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,049 | $366.5K | 0.00% | +25,049 | New |
| Virtu Financial LLC | 25,305 | $370.0K | 0.02% | −3,102−10.9% | Reduced |
| Petrus Trust Company, LTA | 25,468 | $372.6K | 0.03% | +25,468 | New |
| Ascent Group, LLC | 25,499 | $373.1K | 0.02% | −4,512−15.0% | Reduced |
| 111 Capital | 26,233 | $383.8K | 0.07% | +26,233 | New |
| Ballentine Partners, LLC | 26,519 | $388.0K | 0.01% | +26,519 | New |
| Copley Financial Group, Inc. | 26,578 | $388.8K | 0.30% | +525+2.0% | Added |
| CSS LLC | 26,863 | $393.0K | 0.03% | +26,863 | New |
| Pictet Asset Management Holding SA | 27,099 | $396.5K | 0.00% | +4,849+21.8% | Added |
| Concurrent Investment Advisors, LLC | 27,240 | $398.5K | 0.01% | +27,240 | New |
| Xponance, Inc. | 27,665 | $404.7K | 0.00% | +340+1.2% | Added |
| Boyar Asset Management Inc. | 27,872 | $407.8K | 0.30% | −1,615−5.5% | Reduced |
| Deutsche Bank AG | 28,480 | $416.7K | 0.00% | −10,592−27.1% | Reduced |
| Brown Financial Advisors | 28,569 | $418.0K | 0.17% | +1,585+5.9% | Added |
| Shelton Capital Management | 28,838 | $421.9K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 28,890 | $422.7K | 0.45% | +12,108+72.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,525 | $432.0K | 0.00% | −5,928−16.7% | Reduced |
| Teacher Retirement System of Texas | 29,823 | $436.3K | 0.00% | +1,974+7.1% | Added |
| Dark Forest Capital Management LP | 29,835 | $436.5K | 0.02% | +11,888+66.2% | Added |
| Handelsbanken Fonder AB | 30,257 | $443.0K | 0.00% | 00.0% | Unchanged |
| Sig Brokerage, LP | 32,740 | $479.0K | 0.14% | +32,740 | New |
| Ameritas Investment Partners, Inc. | 34,297 | $501.8K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 34,728 | $508.1K | 0.01% | −100−0.3% | Reduced |
| New Mexico Educational Retirement Board | 34,800 | $509.0K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 36,503 | $534.0K | 0.00% | +10.0% | Added |
| Truist Financial Corp | 37,047 | $542.0K | 0.00% | +582+1.6% | Added |
| NCM Capital Management, LLC | 37,695 | $551.5K | 0.25% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 37,720 | $551.8K | 0.00% | +37,720 | New |
| Cullen Investment Group, Ltd. | 38,058 | $556.8K | 0.08% | −4,810−11.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 38,070 | $557.0K | 0.01% | +150.0% | Added |
| Summit Trail Advisors, LLC | 39,444 | $577.1K | 0.02% | +20,704+110.5% | Added |
| Janney Montgomery Scott LLC | 39,844 | $583.0K | 0.00% | +29,768+295.4% | Added |
| Point72 (DIFC) Ltd | 40,187 | $587.9K | 0.06% | +6,949+20.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,929 | $598.8K | 0.00% | +3,112+8.2% | Added |
| State of Michigan Retirement System | 40,985 | $599.6K | 0.00% | +400+1.0% | Added |
| Yousif Capital Management, LLC | 41,457 | $606.5K | 0.01% | −1,243−2.9% | Reduced |
| Shufro Rose & Co LLC | 41,684 | $609.8K | 0.05% | −11,150−21.1% | Reduced |
| CI Private Wealth, LLC | 42,528 | $622.2K | 0.00% | +13,373+45.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,838 | $626.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 43,830 | $641.3K | 0.00% | −39,221−47.2% | Reduced |
| CAPROCK Group, Inc. | 44,265 | $647.6K | 0.02% | +44,265 | New |
| Freestone Grove Partners LP | 45,643 | $667.8K | 0.01% | +7,479+19.6% | Added |
| McDonald Partners LLC | 47,165 | $690.1K | 0.18% | −696−1.5% | Reduced |
| Edgestream Partners, L.P. | 47,866 | $700.3K | 0.02% | −41,043−46.2% | Reduced |
| Louisiana State Employees Retirement System | 48,000 | $702.2K | 0.01% | +500+1.1% | Added |
| Advisory Services Network, LLC | 48,579 | $710.7K | 0.01% | +21,763+81.2% | Added |
| Arizona State Retirement System | 49,669 | $726.7K | 0.00% | −455−0.9% | Reduced |
| American Century Companies Inc | 50,383 | $737.1K | 0.00% | +14,955+42.2% | Added |
| Toroso Investments, LLC | 50,721 | $742.0K | 0.01% | +35,318+229.3% | Added |
| Raymond James Financial Inc | 51,076 | $747.2K | 0.00% | +542+1.1% | Added |
| Exchange Traded Concepts, LLC | 52,226 | $764.1K | 0.01% | +8,170+18.5% | Added |
| Colony Group, LLC | 53,538 | $783.3K | 0.00% | −5,705−9.6% | Reduced |
| Quinn Opportunity Partners LLC | 54,000 | $790.0K | 0.06% | +10,000+22.7% | Added |
| Northwestern Mutual Wealth Management Co | 54,189 | $792.8K | 0.00% | +42,023+345.4% | Added |
| Buckingham Strategic Partners | 55,554 | $812.8K | 0.01% | +45,360+445.0% | Added |
| Cetera Investment Advisers | 56,567 | $827.6K | 0.00% | +15,060+36.3% | Added |
| Teachers Retirement System of the State of Kentucky | 56,591 | $828.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 56,843 | $831.6K | 0.00% | −5,778−9.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 57,679 | $843.8K | 0.00% | +57,679 | New |
| Neuberger Berman Group LLC | 58,160 | $850.9K | 0.00% | +6,464+12.5% | Added |
| Kimelman & Baird, LLC | 58,878 | $861.4K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 59,685 | $873.0K | 0.00% | +43,284+263.9% | Added |
| Mattson Financial Services, LLC | 59,937 | $876.9K | 0.26% | +9,314+18.4% | Added |
| Aster Capital Management (DIFC) Ltd | 57,372 | $889.3K | 0.16% | +57,372 | New |
| Thrivent Financial for Lutherans | 57,256 | $909.0K | 0.00% | −144−0.3% | Reduced |
| Mariner, LLC | 62,226 | $910.4K | 0.00% | +31,156+100.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 62,483 | $914.1K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 63,782 | $933.1K | 0.00% | −5,355−7.7% | Reduced |
| ISAM Funds (UK) Ltd | 66,391 | $971.3K | 0.48% | +52,843+390.0% | Added |
| Oak Thistle LLC | 68,073 | $995.9K | 0.20% | +36,399+114.9% | Added |
| BW Gestao de Investimentos Ltda. | 69,000 | $1.01M | 0.11% | 00.0% | Unchanged |