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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,434 | $28.0K | 0.00% | +2,434 | New |
| SBI Securities Co., Ltd. | 2,627 | $30.0K | 0.00% | +370+16.4% | Added |
| Pflug Koory, LLC | 2,805 | $32.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,107 | $35.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,348 | $38.0K | 0.00% | −5,309−61.3% | Reduced |
| STRS Ohio | 3,909 | $44.6K | 0.00% | +3,909 | New |
| Security National Bank | 3,952 | $45.1K | 0.01% | +391+11.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,017 | $45.9K | 0.00% | +1,041+35.0% | Added |
| True Wealth Design, LLC | 4,094 | $46.8K | 0.02% | +830+25.4% | Added |
| Richardson Financial Services Inc. | 4,410 | $52.4K | 0.04% | +120+2.8% | Added |
| Signaturefd, LLC | 5,336 | $60.9K | 0.00% | +1,074+25.2% | Added |
| Covestor Ltd | 5,577 | $64.0K | 0.04% | +508+10.0% | Added |
| DekaBank Deutsche Girozentrale | 5,920 | $68.0K | 0.00% | −1,303−18.0% | Reduced |
| Sterling Capital Management LLC | 6,064 | $69.3K | 0.00% | +885+17.1% | Added |
| Allworth Financial LP | 6,448 | $73.6K | 0.00% | +5,067+366.9% | Added |
| Lazard Asset Management LLC | 6,899 | $78.0K | 0.00% | −3,321−32.5% | Reduced |
| Parallel Advisors, LLC | 7,246 | $82.7K | 0.00% | +5,660+356.9% | Added |
| IFP Advisors, Inc | 7,641 | $87.3K | 0.00% | +1,144+17.6% | Added |
| The PNC Financial Services Group, Inc. | 7,650 | $87.4K | 0.00% | −1,311−14.6% | Reduced |
| Viking Fund Management LLC | 8,000 | $91.4K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,398 | $95.9K | 0.00% | +577+7.4% | Added |
| Tower Research Capital LLC (TRC) | 8,629 | $98.5K | 0.00% | +2,994+53.1% | Added |
| Jones Financial Companies LLLP | 9,149 | $105.8K | 0.00% | +1,665+22.2% | Added |
| MAI Capital Management | 9,405 | $107.4K | 0.00% | +224+2.4% | Added |
| LSV Asset Management | 9,800 | $112.0K | 0.00% | +9,800 | New |
| Pinnacle Associates Ltd | 10,040 | $114.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 10,043 | $114.7K | 0.00% | −3,280−24.6% | Reduced |
| BTG Pactual Asset Management US LLC | 10,056 | $114.8K | 0.02% | +10,056 | New |
| SCS Capital Management LLC | 10,155 | $116.0K | 0.00% | +10,155 | New |
| Everhart Financial Group, Inc. | 10,162 | $116.0K | 0.01% | +61+0.6% | Added |
| denkapparat Operations GmbH | 10,338 | $118.1K | 0.09% | 00.0% | Unchanged |
| Marex Group plc | 10,568 | $120.7K | 0.00% | +10,568 | New |
| Capital Performance Advisors LLP | 10,663 | $121.8K | 0.02% | +30.0% | Added |
| GW Henssler & Associates Ltd | 10,703 | $122.2K | 0.01% | +50.0% | Added |
| Paladin Wealth, LLC | 10,895 | $124.4K | 0.10% | +10,895 | New |
| Financial Advocates Investment Management | 10,936 | $124.9K | 0.01% | −502−4.4% | Reduced |
| United Capital Financial Advisers, LLC | 10,999 | $125.6K | 0.00% | +10,999 | New |
| Foundations Investment Advisors, LLC | 11,329 | $129.4K | 0.00% | +80+0.7% | Added |
| Oxford Asset Management LLP | 11,462 | $130.9K | 0.04% | +11,462 | New |
| Johnson Investment Counsel Inc | 11,548 | $131.9K | 0.00% | +123+1.1% | Added |
| Whitcomb & Hess, Inc. | 11,748 | $134.2K | 0.04% | +144+1.2% | Added |
| GWM Advisors LLC | 11,801 | $134.8K | 0.00% | +254+2.2% | Added |
| Securian Asset Management, Inc | 12,284 | $140.3K | 0.00% | −660−5.1% | Reduced |
| Capital Investment Advisors, LLC | 12,292 | $140.4K | 0.00% | +150+1.2% | Added |
| Ausdal Financial Partners, Inc. | 12,397 | $141.6K | 0.01% | −440−3.4% | Reduced |
| We Are One Seven, LLC | 12,463 | $142.3K | 0.00% | −8,577−40.8% | Reduced |
| PDS Planning, Inc | 12,849 | $146.7K | 0.01% | +12,849 | New |
| EverSource Wealth Advisors, LLC | 12,875 | $147.0K | 0.01% | +10,337+407.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $148.5K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 13,055 | $149.1K | 0.14% | 00.0% | Unchanged |
| Umb Bank N A | 13,166 | $150.4K | 0.00% | +4,691+55.4% | Added |
| Transcend Wealth Collective, LLC | 13,205 | $150.8K | 0.01% | +13,205 | New |
| NorthRock Partners, LLC | 13,337 | $152.3K | 0.00% | +13,337 | New |
| Sendero Wealth Management, LLC | 14,020 | $160.1K | 0.02% | +2,013+16.8% | Added |
| Winton Group Ltd | 14,063 | $160.6K | 0.01% | −4,092−22.5% | Reduced |
| MQS Management LLC | 14,102 | $161.0K | 0.09% | +14,102 | New |
| Towerview LLC | 14,500 | $165.6K | 0.12% | 00.0% | Unchanged |
| 1st Source Bank | 14,585 | $166.6K | 0.01% | −500−3.3% | Reduced |
| Paradigm Financial Partners, LLC | 14,739 | $168.3K | 0.02% | +1,121+8.2% | Added |
| Crossmark Global Holdings, Inc. | 14,846 | $169.5K | 0.00% | +440+3.1% | Added |
| ESL Trust Services, LLC | 14,866 | $169.8K | 0.03% | 00.0% | Unchanged |
| Sym Financial Corp | 14,869 | $169.8K | 0.02% | +14,869 | New |
| Warren Averett Asset Management, LLC | 14,880 | $169.9K | 0.00% | +2,333+18.6% | Added |
| waypoint wealth counsel | 15,045 | $171.8K | 0.09% | +15,045 | New |
| FSM Wealth Advisors, LLC | 15,517 | $175.3K | 0.03% | −690−4.3% | Reduced |
| Miller Financial Services LLC | 15,457 | $176.5K | 0.23% | +1,401+10.0% | Added |
| Prudential Financial Inc | 15,687 | $179.1K | 0.00% | +4,067+35.0% | Added |
| Kestra Advisory Services, LLC | 15,702 | $179.3K | 0.00% | +2,147+15.8% | Added |
| Frank, Rimerman Advisors LLC | 16,056 | $183.4K | 0.01% | +16,056 | New |
| Miracle Mile Advisors, LLC | 16,418 | $187.5K | 0.00% | −1,991−10.8% | Reduced |
| Worldquant Millennium Advisors LLC | 16,585 | $189.4K | 0.00% | +16,585 | New |
| M&T Bank Corp | 16,987 | $194.1K | 0.00% | +1,310+8.4% | Added |
| US Bancorp | 17,068 | $194.9K | 0.00% | +2,568+17.7% | Added |
| Lido Advisors, LLC | 17,139 | $195.7K | 0.00% | +55+0.3% | Added |
| State of Wyoming | 17,202 | $196.4K | 0.02% | +6,340+58.4% | Added |
| HB Wealth Management, LLC | 17,349 | $198.1K | 0.00% | +427+2.5% | Added |
| Regions Financial Corp | 17,471 | $199.5K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 17,500 | $199.8K | 0.05% | +17,500 | New |
| Hennion & Walsh Asset Management, Inc. | 17,632 | $201.4K | 0.01% | +17,632 | New |
| Public Employees Retirement Association of Colorado | 17,733 | $203.0K | 0.00% | −2,178−10.9% | Reduced |
| Park Avenue Securities LLC | 17,944 | $205.0K | 0.00% | −3,632−16.8% | Reduced |
| Sigma Planning Corp | 18,004 | $205.6K | 0.01% | +18,004 | New |
| Optimist Retirement Group LLC | 18,103 | $206.7K | 0.10% | +3,369+22.9% | Added |
| State of Alaska, Department of Revenue | 18,137 | $207.0K | 0.00% | −1,565−7.9% | Reduced |
| Waddell & Associates, LLC | 18,419 | $210.3K | 0.02% | +18,419 | New |
| Williams Jones Wealth Management, LLC. | 18,500 | $211.3K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 18,751 | $214.1K | 0.01% | +18,751 | New |
| Stephens Inc | 19,265 | $220.0K | 0.00% | +3,926+25.6% | Added |
| Sanctuary Advisors, LLC | 19,488 | $222.6K | 0.00% | +8,944+84.8% | Added |
| Hantz Financial Services, Inc. | 19,697 | $225.0K | 0.00% | +1,036+5.6% | Added |
| Chicago Partners Investment Group LLC | 20,068 | $227.2K | 0.01% | +7,224+56.2% | Added |
| Caption Management, LLC | 20,000 | $228.4K | 0.02% | +20,000 | New |
| North Star Investment Management Corp. | 20,460 | $233.7K | 0.02% | +10.0% | Added |
| Northwestern Mutual Wealth Management Co | 20,498 | $234.1K | 0.00% | −33,691−62.2% | Reduced |
| State of Wisconsin Investment Board | 21,515 | $245.7K | 0.00% | −63,431−74.7% | Reduced |
| Cobblestone Capital Advisors LLC | 21,892 | $250.0K | 0.01% | +665+3.1% | Added |
| CIBC Private Wealth Group, LLC | 22,189 | $253.4K | 0.00% | +5,181+30.5% | Added |
| Sequoia Financial Advisors, LLC | 23,371 | $266.9K | 0.00% | +23,371 | New |
| JustInvest LLC | 24,038 | $274.5K | 0.00% | +1,276+5.6% | Added |
| Probity Advisors, Inc. | 24,537 | $280.2K | 0.05% | +6,035+32.6% | Added |