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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 23,473 | $343.4K | 0.01% | +8,985+62.0% | Added |
| Numerai GP LLC | 23,409 | $342.5K | 0.06% | +23,409 | New |
| Kaufman Rossin Wealth, LLC | 23,323 | $341.2K | 0.24% | +23,323 | New |
| JustInvest LLC | 22,762 | $333.0K | 0.00% | +12,589+123.7% | Added |
| Inceptionr LLC | 22,427 | $328.1K | 0.10% | +22,427 | New |
| Sivia Capital Partners, LLC | 22,251 | $325.5K | 0.15% | +22,251 | New |
| Elo Mutual Pension Insurance Co | 22,221 | $325.1K | 0.01% | +8,916+67.0% | Added |
| Simon Quick Advisors, LLC | 21,662 | $316.9K | 0.02% | +21,662 | New |
| Asset Management One Co.,Ltd. | 21,633 | $316.5K | 0.00% | −4,806−18.2% | Reduced |
| Park Avenue Securities LLC | 21,576 | $316.0K | 0.00% | +1,328+6.6% | Added |
| Cobblestone Capital Advisors LLC | 21,227 | $310.6K | 0.02% | +21,227 | New |
| Boothbay Fund Management, LLC | 21,175 | $309.8K | 0.01% | −62,839−74.8% | Reduced |
| Stifel Financial Corp | 21,050 | $308.0K | 0.00% | +1,202+6.1% | Added |
| We Are One Seven, LLC | 21,040 | $307.8K | 0.01% | +2,807+15.4% | Added |
| North Star Investment Management Corp. | 20,459 | $299.3K | 0.02% | −12,188−37.3% | Reduced |
| Axq Capital, LP | 20,019 | $292.9K | 0.12% | +20,019 | New |
| Public Employees Retirement Association of Colorado | 19,911 | $291.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 19,702 | $288.0K | 0.00% | +180+0.9% | Added |
| Bank of Nova Scotia | 19,432 | $284.3K | 0.00% | −218,547−91.8% | Reduced |
| Advisor Resource Council | 19,122 | $279.8K | 0.02% | +19,122 | New |
| Hantz Financial Services, Inc. | 18,661 | $273.0K | 0.00% | +154+0.8% | Added |
| Probity Advisors, Inc. | 18,502 | $270.7K | 0.05% | +4,249+29.8% | Added |
| Williams Jones Wealth Management, LLC. | 18,500 | $270.7K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 18,463 | $270.1K | 0.00% | +5,192+39.1% | Added |
| Miracle Mile Advisors, LLC | 18,409 | $269.3K | 0.01% | −3,468−15.9% | Reduced |
| Winton Group Ltd | 18,155 | $265.6K | 0.02% | −348−1.9% | Reduced |
| Evergreen Capital Management LLC | 18,010 | $263.5K | 0.01% | +7,241+67.2% | Added |
| Natixis Advisors, L.P. | 17,937 | $262.0K | 0.00% | +2,303+14.7% | Added |
| Regions Financial Corp | 17,471 | $255.6K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 17,251 | $252.4K | 0.00% | +17,251 | New |
| Lido Advisors, LLC | 17,084 | $250.0K | 0.00% | −50.0% | Reduced |
| Sherbrooke Park Advisers LLC | 17,074 | $249.8K | 0.12% | +17,074 | New |
| HB Wealth Management, LLC | 16,922 | $247.6K | 0.00% | +6,557+63.3% | Added |
| Prosperity Consulting Group, LLC | 16,856 | $246.6K | 0.02% | −218−1.3% | Reduced |
| FSM Wealth Advisors, LLC | 16,207 | $237.1K | 0.05% | +842+5.5% | Added |
| Total Wealth Planning & Management, Inc. | 16,100 | $235.5K | 0.24% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 15,676 | $229.3K | 0.00% | −78,646−83.4% | Reduced |
| M&T Bank Corp | 15,677 | $229.1K | 0.00% | +5,163+49.1% | Added |
| Syon Capital LLC | 15,559 | $227.6K | 0.02% | +15,559 | New |
| Cresset Asset Management, LLC | 15,380 | $225.0K | 0.00% | +15,380 | New |
| Stephens Inc | 15,339 | $224.4K | 0.00% | +15,339 | New |
| 1st Source Bank | 15,085 | $220.7K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 14,866 | $217.5K | 0.05% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 14,734 | $215.6K | 0.11% | +14,734 | New |
| Pathstone Holdings, LLC | 14,544 | $212.8K | 0.00% | −7,290−33.4% | 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 |
| CIBC Private Wealth Group, LLC | 17,008 | $211.2K | 0.00% | −582−3.3% | Reduced |
| Crossmark Global Holdings, Inc. | 14,406 | $210.8K | 0.00% | +83+0.6% | Added |
| Quadrant Capital Group LLC | 14,101 | $206.3K | 0.01% | +10,623+305.4% | Added |
| Miller Financial Services LLC | 14,056 | $205.6K | 0.30% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 13,882 | $203.1K | 0.01% | +3,253+30.6% | Added |
| Paradigm Financial Partners, LLC | 13,618 | $199.2K | 0.02% | +1,002+7.9% | Added |
| Catalyst Funds Management Pty Ltd | 13,604 | $199.0K | 0.05% | +13,604 | New |
| Kestra Advisory Services, LLC | 13,555 | $198.3K | 0.00% | −8,818−39.4% | Reduced |
| Huntington National Bank | 13,323 | $194.9K | 0.00% | +2,335+21.3% | Added |
| Western Pacific Wealth Management, LP | 13,055 | $191.0K | 0.17% | +3,620+38.4% | Added |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $190.2K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 12,944 | $189.4K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 12,837 | $187.8K | 0.01% | +1,605+14.3% | Added |
| Warren Averett Asset Management, LLC | 12,547 | $183.6K | 0.00% | +12,547 | New |
| Two Sigma Securities, LLC | 12,519 | $183.2K | 0.03% | +12,519 | New |
| Jain Global LLC | 12,300 | $179.9K | 0.00% | +12,300 | New |
| Capital Investment Advisors, LLC | 12,142 | $177.6K | 0.00% | +190+1.6% | Added |
| My Legacy Advisors, LLC | 12,060 | $176.4K | 0.07% | −334−2.7% | Reduced |
| Sendero Wealth Management, LLC | 12,007 | $175.7K | 0.02% | +12,007 | New |
| Susquehanna International Group, LLP | 11,816 | $172.9K | 0.00% | −7,654−39.3% | Reduced |
| HSBC Holdings PLC | 11,723 | $171.4K | 0.00% | +11,723 | New |
| Prudential Financial Inc | 11,620 | $170.0K | 0.00% | +11,620 | New |
| Whitcomb & Hess, Inc. | 11,604 | $169.8K | 0.05% | +263+2.3% | Added |
| GWM Advisors LLC | 11,547 | $168.9K | 0.00% | −1,807−13.5% | Reduced |
| Financial Advocates Investment Management | 11,438 | $167.3K | 0.01% | +25+0.2% | Added |
| Johnson Investment Counsel Inc | 11,425 | $167.1K | 0.00% | −18−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 11,249 | $164.6K | 0.00% | +69+0.6% | Added |
| Coldstream Capital Management Inc | 11,124 | $162.7K | 0.00% | +11,124 | New |
| United Services Automobile Association | 11,021 | $161.2K | 0.00% | +11,021 | New |
| Independent Advisor Alliance | 11,019 | $161.2K | 0.01% | −19−0.2% | Reduced |
| Global Assets Advisory, LLC | 12,000 | $161.0K | 0.03% | +12,000 | New |
| Claro Advisors LLC | 10,887 | $159.3K | 0.02% | −75−0.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,873 | $159.1K | 0.00% | −399−3.5% | Reduced |
| State of Wyoming | 10,862 | $158.9K | 0.02% | −1,335−10.9% | Reduced |
| GW Henssler & Associates Ltd | 10,698 | $156.5K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 10,660 | $156.0K | 0.03% | −1,209−10.2% | Reduced |
| Sanctuary Advisors, LLC | 10,544 | $154.3K | 0.00% | −22,510−68.1% | Reduced |
| denkapparat Operations GmbH | 10,338 | $151.2K | 0.16% | +10,338 | New |
| Chicago Partners Investment Group LLC | 12,844 | $151.0K | 0.01% | −5,119−28.5% | Reduced |
| Lazard Asset Management LLC | 10,220 | $149.0K | 0.00% | +2,022+24.7% | Added |
| Prelude Capital Management, LLC | 10,155 | $148.6K | 0.01% | +10,155 | New |
| Everhart Financial Group, Inc. | 10,101 | $147.8K | 0.02% | +10,101 | New |
| Pinnacle Associates Ltd | 10,040 | $146.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 9,181 | $134.3K | 0.00% | +46+0.5% | Added |
| The PNC Financial Services Group, Inc. | 8,961 | $131.1K | 0.00% | −10,562−54.1% | Reduced |
| KBC Group NV | 8,657 | $127.0K | 0.00% | +2,555+41.9% | Added |
| Umb Bank N A | 8,475 | $124.0K | 0.00% | +2,146+33.9% | Added |
| Quarry LP | 8,405 | $123.0K | 0.03% | −2,568−23.4% | Reduced |
| Bayforest Capital Ltd | 8,036 | $117.6K | 0.05% | −8,526−51.5% | Reduced |
| Viking Fund Management LLC | 8,000 | $117.0K | 0.02% | +3,000+60.0% | Added |
| Russell Investments Group, Ltd. | 7,821 | $114.4K | 0.00% | +4,834+161.8% | Added |
| Jones Financial Companies LLLP | 7,484 | $109.5K | 0.00% | +996+15.4% | Added |
| DekaBank Deutsche Girozentrale | 7,223 | $105.0K | 0.00% | +1,303+22.0% | Added |