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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 6,497 | $95.1K | 0.00% | −100−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,635 | $82.4K | 0.00% | −8,186−59.2% | Reduced |
| Hillsdale Investment Management Inc. | 5,300 | $77.5K | 0.00% | +2,500+89.3% | Added |
| Clearstead Advisors, LLC | 5,192 | $76.0K | 0.00% | +5,172+25,860.0% | Added |
| Sterling Capital Management LLC | 5,179 | $75.8K | 0.00% | −1,446−21.8% | Reduced |
| Covestor Ltd | 5,069 | $74.0K | 0.05% | +1,038+25.8% | Added |
| Canada Pension Plan Investment Board | 4,400 | $64.4K | 0.00% | −25,700−85.4% | Reduced |
| Richardson Financial Services Inc. | 4,290 | $62.8K | 0.05% | +510+13.5% | Added |
| GAMMA Investing LLC | 4,266 | $62.4K | 0.00% | +2,033+91.0% | Added |
| Signaturefd, LLC | 4,262 | $62.4K | 0.00% | +917+27.4% | Added |
| Peoples Bank | 3,679 | $53.8K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 3,561 | $52.1K | 0.01% | +138+4.0% | Added |
| Caitong International Asset Management Co., Ltd | 3,422 | $50.1K | 0.04% | +3,375+7,180.9% | Added |
| Continuum Advisory, LLC | 3,284 | $48.0K | 0.01% | +42+1.3% | Added |
| True Wealth Design, LLC | 3,264 | $47.8K | 0.02% | +1,582+94.1% | Added |
| SRS Capital Advisors, Inc. | 3,257 | $47.6K | 0.00% | −8,886−73.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,107 | $45.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,976 | $43.5K | 0.00% | +1,559+110.0% | Added |
| Nisa Investment Advisors, LLC | 2,914 | $42.6K | 0.00% | −9,951−77.3% | Reduced |
| Hexagon Capital Partners LLC | 2,910 | $42.6K | 0.01% | −2,367−44.9% | Reduced |
| Pflug Koory, LLC | 2,805 | $41.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,790 | $40.8K | 0.00% | −405−12.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,538 | $37.1K | 0.00% | +1,868+278.8% | Added |
| High Note Wealth, LLC | 2,428 | $35.5K | 0.01% | 00.0% | Unchanged |
| Amundi | 2,420 | $34.0K | 0.00% | −187,612−98.7% | Reduced |
| Mather Group, LLC. | 2,263 | $33.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,257 | $33.0K | 0.00% | +386+20.6% | Added |
| Lindbrook Capital, LLC | 2,252 | $32.9K | 0.00% | −296−11.6% | Reduced |
| Farther Finance Advisors, LLC | 2,133 | $31.4K | 0.00% | +1,957+1,111.9% | Added |
| Hazlett, Burt & Watson, Inc. | 2,125 | $31.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,731 | $28.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,686 | $24.8K | 0.00% | −1,385−45.1% | Reduced |
| Strategic Investment Solutions, Inc. | 1,650 | $24.1K | 0.01% | +110+7.1% | Added |
| Alpine Bank Wealth Management | 1,637 | $23.9K | 0.00% | +1,637 | New |
| S.A. Mason LLC | 1,600 | $23.4K | 0.01% | −2,000−55.6% | Reduced |
| Fifth Third Bancorp | 1,592 | $23.3K | 0.00% | −588−27.0% | Reduced |
| Parallel Advisors, LLC | 1,586 | $23.2K | 0.00% | −1,404−47.0% | Reduced |
| Field & Main Bank | 1,500 | $21.9K | 0.01% | 00.0% | Unchanged |
| Motco | 1,417 | $20.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,400 | $20.5K | 0.00% | +1,000+250.0% | Added |
| Assetmark, Inc | 1,302 | $19.1K | 0.00% | +1,155+785.7% | Added |
| LRI Investments, LLC | 1,258 | $18.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,250 | $18.3K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 1,233 | $18.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,381 | $17.7K | 0.00% | −743−35.0% | Reduced |
| Farmers & Merchants Investments Inc | 1,204 | $17.6K | 0.00% | +67+5.9% | Added |
| Rossby Financial, LCC | 1,320 | $16.9K | 0.01% | +1,320 | New |
| Walleye Capital LLC | 1,150 | $16.8K | 0.00% | −9,931−89.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,075 | $16.0K | 0.00% | +1,075 | New |
| Cullen/Frost Bankers, Inc. | 1,076 | $15.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,070 | $15.7K | 0.00% | +715+201.4% | Added |
| Creative Financial Designs Inc | 1,044 | $15.3K | 0.00% | +10+1.0% | Added |
| Skopos Labs, Inc. | 1,041 | $15.2K | 0.00% | +1,038+34,600.0% | Added |
| Centerpoint Advisors, LLC | 1,000 | $15.0K | 0.01% | +1,000 | New |
| 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 |
| Quent Capital, LLC | 967 | $14.1K | 0.00% | +214+28.4% | Added |
| Joseph Group Capital Management | 908 | $13.3K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 800 | $11.8K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $11.7K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 750 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 734 | $10.7K | 0.00% | −201−21.5% | Reduced |
| Larson Financial Group LLC | 631 | $9.22K | 0.00% | +624+8,914.3% | Added |
| TD Waterhouse Canada Inc. | 600 | $8.79K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $8.78K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 541 | $7.92K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 531 | $7.77K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 505 | $7.39K | 0.00% | +505 | New |
| Bangor Savings Bank | 500 | $7.32K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 476 | $6.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 425 | $6.22K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 425 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 400 | $5.85K | 0.00% | +400 | New |
| Harbor Investment Advisory, LLC | 375 | $5.49K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 349 | $5.11K | 0.00% | +5+1.5% | Added |
| GeoWealth Management, LLC | 334 | $4.89K | 0.00% | −616−64.8% | Reduced |
| Optiver Holding B.V. | 334 | $4.89K | 0.00% | +334 | New |
| N.E.W. Advisory Services LLC | 288 | $4.21K | 0.00% | +288 | New |
| Princeton Global Asset Management LLC | 285 | $4.17K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 284 | $4.16K | 0.00% | +284 | 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 |
| Atlantic Trust, LLC | 265 | $3.88K | 0.00% | +265 | New |
| Crewe Advisors LLC | 231 | $3.38K | 0.00% | +4+1.8% | Added |
| Abound Wealth Management | 226 | $3.30K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $3.12K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 212 | $3.10K | 0.00% | +212 | New |
| Bessemer Group Inc | 175 | $3.00K | 0.00% | −600−77.4% | Reduced |
| CX Institutional | 207 | $3.00K | 0.00% | +207 | New |
| First Community Trust NA | 200 | $2.93K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 189 | $2.77K | 0.00% | −45−19.2% | Reduced |
| Twin Tree Management, LP | 181 | $2.65K | 0.00% | +181 | New |
| Blue Bell Private Wealth Management, LLC | 157 | $2.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $2.19K | 0.00% | +110+275.0% | Added |
| Park Square Financial Group, LLC | 120 | $1.76K | 0.00% | −125−51.0% | Reduced |
| Danske Bank A/S | 100 | $1.46K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 93 | $1.36K | 0.00% | +93 | New |
| Bruce G. Allen Investments, LLC | 86 | $1.26K | 0.00% | +64+290.9% | Added |
| American Capital Advisory, LLC | 70 | $1.03K | 0.00% | +1+1.4% | Added |
| Smartleaf Asset Management LLC | 69 | $1.01K | 0.00% | −115−62.5% | Reduced |