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, Q2 2025
Institutional positions in Wendy's Co as of Jun 30, 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
- 402
- −20 vs. Q1 2025
- Shares held
- 196.6M
- +8.23M (+4.4%) vs. Q1 2025
- Total value
- $2.25B
- −$509.7M (−18.5%) vs. Q1 2025
- New holders
- 63
- 165 more added
- Sold out
- 83
- 118 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Newbridge Financial Services Group, Inc. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3 | $34 | 0.00% | −106,302−100.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $35 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 8 | $91 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 8 | $91 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 9 | $108 | 0.00% | +9 | New |
| Rothschild Investment LLC | 10 | $114 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 11 | $126 | 0.00% | +7+175.0% | Added |
| Smallwood Wealth Investment Management, LLC | 12 | $137 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $137 | 0.00% | +4+50.0% | Added |
| Bruce G. Allen Investments, LLC | 14 | $160 | 0.00% | −72−83.7% | Reduced |
| Versant Capital Management, Inc | 16 | $183 | 0.00% | −23,793−99.9% | Reduced |
| Optiver Holding B.V. | 16 | $183 | 0.00% | −318−95.2% | Reduced |
| Total Investment Management Inc | 17 | $192 | 0.00% | +17 | New |
| Caitong International Asset Management Co., Ltd | 18 | $206 | 0.00% | −3,404−99.5% | Reduced |
| South State Corp. | 20 | $229 | 0.00% | −980−98.0% | Reduced |
| IAG Wealth Partners, LLC | 27 | $308 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 27 | $308 | 0.00% | +18+200.0% | Added |
| JFS Wealth Advisors, LLC | 34 | $389 | 0.00% | +11+47.8% | Added |
| UMA Financial Services, Inc. | 38 | $436 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 45 | $514 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $525 | 0.00% | +46 | New |
| 1620 Investment Advisors, Inc. | 50 | $571 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $571 | 0.00% | +50 | New |
| SRS Capital Advisors, Inc. | 64 | $726 | 0.00% | −3,193−98.0% | Reduced |
| First Horizon Advisors, Inc. | 69 | $787 | 0.00% | +69 | New |
| Smartleaf Asset Management LLC | 69 | $797 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 71 | $811 | 0.00% | +1+1.4% | Added |
| MV Capital Management, Inc. | 81 | $926 | 0.00% | +77+1,925.0% | Added |
| Bell Investment Advisors, Inc | 82 | $937 | 0.00% | +82 | New |
| Hemington Wealth Management | 157 | $1.00K | 0.00% | −118−42.9% | Reduced |
| Bare Financial Services, Inc | 109 | $1.25K | 0.00% | +109 | New |
| Sachetta, LLC | 113 | $1.29K | 0.00% | +113 | New |
| Park Square Financial Group, LLC | 120 | $1.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 131 | $1.49K | 0.00% | +131 | New |
| Clearstead Advisors, LLC | 197 | $2.25K | 0.00% | −4,995−96.2% | Reduced |
| First Community Trust NA | 200 | $2.28K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 212 | $2.42K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $2.43K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $2.58K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 234 | $2.67K | 0.00% | +3+1.3% | Added |
| Capital Advisors, Ltd. LLC | 251 | $3.00K | 0.00% | −27−9.7% | Reduced |
| Avalon Trust Co | 284 | $3.24K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 285 | $3.25K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 285 | $3.25K | 0.00% | +217+319.1% | Added |
| N.E.W. Advisory Services LLC | 288 | $3.29K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 310 | $3.54K | 0.00% | −1,010−76.5% | Reduced |
| Ogorek Anthony Joseph | 425 | $4.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 354 | $4.04K | 0.00% | +5+1.4% | Added |
| Ameritas Advisory Services, LLC | 361 | $4.13K | 0.00% | +361 | New |
| GoalVest Advisory LLC | 365 | $4.17K | 0.00% | +365 | New |
| Harbor Investment Advisory, LLC | 375 | $4.28K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 400 | $4.57K | 0.00% | −1,000−71.4% | Reduced |
| Financial Management Professionals, Inc. | 425 | $4.85K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 429 | $4.90K | 0.00% | +164+61.9% | Added |
| McIlrath & Eck, LLC | 476 | $5.44K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 505 | $5.77K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 531 | $6.06K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 541 | $6.18K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 600 | $6.85K | 0.10% | +600 | New |
| TD Waterhouse Canada Inc. | 600 | $7.11K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 662 | $7.56K | 0.00% | −7,374−91.8% | Reduced |
| Rise Advisors, LLC | 743 | $8.48K | 0.00% | +9+1.2% | Added |
| Pittenger & Anderson Inc | 750 | $8.56K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 767 | $8.76K | 0.00% | −964−55.7% | Reduced |
| Farther Finance Advisors, LLC | 861 | $9.84K | 0.00% | −1,272−59.6% | Reduced |
| Joseph Group Capital Management | 908 | $10.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,000 | $11.4K | 0.00% | +500+100.0% | Added |
| Creative Financial Designs Inc | 1,052 | $12.0K | 0.00% | +8+0.8% | Added |
| Massmutual Trust Co FSB | 1,068 | $12.2K | 0.00% | −2−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,076 | $12.3K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,085 | $12.4K | 0.00% | +44+4.2% | Added |
| Hillsdale Investment Management Inc. | 1,100 | $12.6K | 0.00% | −4,200−79.2% | Reduced |
| LRI Investments, LLC | 1,200 | $13.7K | 0.00% | −58−4.6% | Reduced |
| Farmers & Merchants Investments Inc | 1,204 | $13.8K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,214 | $13.9K | 0.00% | −1,214−50.0% | Reduced |
| Motco | 1,417 | $14.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 1,233 | $14.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,250 | $14.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,300 | $14.8K | 0.00% | +1,200+1,200.0% | Added |
| Parkside Financial Bank & Trust | 1,372 | $15.7K | 0.00% | +1,222+814.7% | Added |
| Harvest Fund Management Co., Ltd | 1,075 | $16.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,462 | $16.7K | 0.00% | +160+12.3% | Added |
| Field & Main Bank | 1,500 | $17.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,544 | $17.6K | 0.00% | −2,722−63.8% | Reduced |
| S.A. Mason LLC | 1,600 | $18.3K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,637 | $18.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,600 | $19.0K | 0.01% | +800+100.0% | Added |
| Larson Financial Group LLC | 1,739 | $19.9K | 0.00% | +1,108+175.6% | Added |
| Fifth Third Bancorp | 1,783 | $20.4K | 0.00% | +191+12.0% | Added |
| Geneos Wealth Management Inc. | 1,795 | $20.5K | 0.00% | −995−35.7% | Reduced |
| CX Institutional | 1,825 | $21.0K | 0.00% | +1,618+781.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,100 | $24.0K | 0.00% | +1,500+250.0% | Added |
| Hazlett, Burt & Watson, Inc. | 2,125 | $24.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,143 | $24.5K | 0.00% | +2,143 | New |
| Mount Yale Investment Advisors, LLC | 2,167 | $24.7K | 0.00% | +2,167 | New |
| Nisa Investment Advisors, LLC | 2,201 | $25.1K | 0.00% | −713−24.5% | Reduced |
| Walleye Capital LLC | 2,289 | $26.1K | 0.00% | +1,139+99.0% | Added |