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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 1,075,400 | $15.7M | 0.00% | −109,639−9.3% | Reduced |
| UBS Group AG | 1,331,688 | $19.5M | 0.00% | −492,522−27.0% | Reduced |
| Qube Research & Technologies Ltd | 1,637,789 | $24.0M | 0.04% | −273,535−14.3% | Reduced |
| Norges Bank | 1,872,016 | $27.4M | 0.00% | +1,607,105+606.7% | Added |
| Invesco Ltd. | 1,953,963 | $28.6M | 0.01% | +71,134+3.8% | Added |
| Bank of America Corp | 2,049,888 | $30.0M | 0.00% | +1,551,346+311.2% | Added |
| Royal Bank of Canada | 2,386,586 | $34.9M | 0.01% | −13,089−0.5% | Reduced |
| Bank of New York Mellon Corp | 2,577,359 | $37.7M | 0.01% | +142,500+5.9% | Added |
| Morgan Stanley | 2,951,321 | $43.2M | 0.00% | +245,747+9.1% | Added |
| Northern Trust Corp | 2,987,332 | $43.7M | 0.01% | +1,411,912+89.6% | Added |
| Arrowstreet Capital, Limited Partnership | 3,125,547 | $45.7M | 0.04% | +1,901,723+155.4% | Added |
| Janus Henderson Group PLC | 3,213,883 | $47.0M | 0.03% | +80,051+2.6% | Added |
| Geode Capital Management, LLC | 3,332,671 | $48.8M | 0.00% | +227,485+7.3% | Added |
| Millennium Management LLC | 3,823,492 | $55.9M | 0.05% | +1,756,929+85.0% | Added |
| Dimensional Fund Advisors LP | 4,117,736 | $60.2M | 0.01% | +84,176+2.1% | Added |
| JPMorgan Chase & Co | 4,469,344 | $65.4M | 0.00% | −109,274−2.4% | Reduced |
| State Street Corp | 5,668,068 | $82.9M | 0.00% | +209,397+3.8% | Added |
| Point72 Asset Management, L.P. | 6,008,697 | $87.9M | 0.25% | +3,049,258+103.0% | Added |
| Charles Schwab Investment Management Inc | 6,767,723 | $99.0M | 0.02% | +464,444+7.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,751,310 | $142.7M | 0.24% | +502,005+5.4% | Added |
| AQR Capital Management LLC | 10,638,169 | $155.0M | 0.16% | +217,055+2.1% | Added |
| BlackRock, Inc. | 19,774,487 | $289.3M | 0.01% | −31,427−0.2% | Reduced |
| Vanguard Group Inc | 21,634,226 | $316.5M | 0.01% | +536,071+2.5% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 30,423,683 | $445.1M | 11.91% | −101,346−0.3% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −12,626−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,976,780−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −3,464,600−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −923,115−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −492,672−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −424,605−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −213,517−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −193,600−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −128,959−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −100,073−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −90,821−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −84,333−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −83,544−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −77,303−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −75,759−100.0% | Sold out |
| Impact Capital Partners LLC | 0 | $0 | 0.00% | −62,444−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −61,257−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −54,352−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −52,750−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −46,907−100.0% | Sold out |
| Prasad Wealth Partners, LLC | 0 | $0 | 0.00% | −39,573−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −38,537−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −32,507−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −31,180−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −31,148−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −30,137−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −29,115−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −28,552−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,809−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −25,529−100.0% | Sold out |
| CCM Investment Group, LLC | 0 | $0 | 0.00% | −24,394−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −22,720−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −22,460−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −22,242−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −21,451−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −18,631−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −18,622−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −17,582−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,529−100.0% | Sold out |
| Poinciana Advisors Group, LLC | 0 | $0 | 0.00% | −17,444−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −15,734−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −15,091−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −14,260−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,185−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −13,003−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,002−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,430−100.0% | Sold out |
| Allegiance Financial Group Advisory Services LLC | 0 | $0 | 0.00% | −11,745−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,633−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,629−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −7,749−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −4,131−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −1,898−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,835−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −4,869−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |