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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 24,759 | $282.7K | 0.00% | +3,709+17.6% | Added |
| Xponance, Inc. | 24,866 | $284.0K | 0.00% | −2,799−10.1% | Reduced |
| FORA Capital, LLC | 25,437 | $290.5K | 0.03% | +25,437 | New |
| Atom Investors LP | 25,875 | $295.5K | 0.03% | +25,875 | New |
| Teacher Retirement System of Texas | 25,896 | $295.7K | 0.00% | −3,927−13.2% | Reduced |
| Gsa Capital Partners LLP | 26,060 | $298.0K | 0.02% | +26,060 | New |
| Copley Financial Group, Inc. | 26,194 | $299.1K | 0.22% | −384−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 26,294 | $300.3K | 0.00% | +2,635+11.1% | Added |
| Ascent Group, LLC | 26,812 | $306.2K | 0.01% | +1,313+5.1% | Added |
| Handelsbanken Fonder AB | 27,457 | $314.0K | 0.00% | −2,800−9.3% | Reduced |
| HSBC Holdings PLC | 27,776 | $317.8K | 0.00% | +16,053+136.9% | Added |
| Boyar Asset Management Inc. | 27,878 | $318.4K | 0.21% | +60.0% | Added |
| Pictet Asset Management Holding SA | 27,916 | $318.8K | 0.00% | +817+3.0% | Added |
| Farringdon Capital, Ltd. | 28,256 | $322.7K | 0.11% | +28,256 | New |
| Kaufman Rossin Wealth, LLC | 29,142 | $332.8K | 0.21% | +5,819+24.9% | Added |
| Integrated Wealth Concepts LLC | 29,259 | $334.1K | 0.00% | +29,259 | New |
| Brown Financial Advisors | 29,908 | $341.5K | 0.13% | +1,339+4.7% | Added |
| Point72 (DIFC) Ltd | 30,172 | $344.6K | 0.03% | −10,015−24.9% | Reduced |
| Shelton Capital Management | 30,403 | $347.2K | 0.01% | +1,565+5.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 30,994 | $354.0K | 0.06% | +30,994 | New |
| Evoke Wealth, LLC | 31,205 | $356.4K | 0.01% | +17,323+124.8% | Added |
| Ameritas Investment Partners, Inc. | 31,318 | $357.7K | 0.01% | −2,979−8.7% | Reduced |
| Comerica Bank | 32,334 | $369.3K | 0.00% | −4,169−11.4% | Reduced |
| Wolverine Trading, LLC | 32,574 | $376.6K | 0.01% | +9,101+38.8% | Added |
| Oregon Public Employees Retirement Fund | 33,028 | $377.2K | 0.01% | −1,700−4.9% | Reduced |
| Deutsche Bank AG | 33,442 | $381.9K | 0.00% | +4,962+17.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,674 | $396.0K | 0.00% | +5,149+17.4% | Added |
| New Mexico Educational Retirement Board | 34,800 | $397.0K | 0.01% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 35,512 | $405.5K | 0.06% | −2,546−6.7% | Reduced |
| NCM Capital Management, LLC | 35,695 | $407.6K | 0.17% | −2,000−5.3% | Reduced |
| CI Private Wealth, LLC | 35,969 | $410.8K | 0.00% | −6,559−15.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,015 | $411.3K | 0.01% | −2,055−5.4% | Reduced |
| Summit Trail Advisors, LLC | 36,350 | $415.1K | 0.01% | −3,094−7.8% | Reduced |
| FMR LLC | 36,438 | $416.1K | 0.00% | −62,437−63.1% | Reduced |
| Merit Financial Group, LLC | 37,819 | $431.9K | 0.00% | −38,416−50.4% | Reduced |
| Yousif Capital Management, LLC | 37,901 | $432.8K | 0.00% | −3,556−8.6% | Reduced |
| Thrivent Financial for Lutherans | 37,979 | $434.0K | 0.00% | −19,277−33.7% | Reduced |
| State of Michigan Retirement System | 38,785 | $442.9K | 0.00% | −2,200−5.4% | Reduced |
| International Assets Investment Management, LLC | 39,252 | $448.3K | 0.04% | +39,252 | New |
| Bank of Nova Scotia | 39,650 | $452.8K | 0.00% | +20,218+104.0% | Added |
| AdvisorShares Investments LLC | 40,100 | $457.9K | 0.08% | +40,100 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,443 | $473.3K | 0.00% | +514+1.3% | Added |
| Dark Forest Capital Management LP | 42,388 | $484.1K | 0.02% | +12,553+42.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,838 | $489.2K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 44,099 | $503.6K | 0.25% | +44,099 | New |
| Advisory Services Network, LLC | 51,895 | $511.2K | 0.01% | +3,316+6.8% | Added |
| Louisiana State Employees Retirement System | 45,400 | $518.5K | 0.01% | −2,600−5.4% | Reduced |
| McDonald Partners LLC | 45,654 | $521.5K | 0.13% | −1,511−3.2% | Reduced |
| Leonteq Securities AG | 48,825 | $557.6K | 0.03% | +47,139+2,795.9% | Added |
| Scientech Research LLC | 49,390 | $564.0K | 0.14% | +49,390 | New |
| Arizona State Retirement System | 49,712 | $567.7K | 0.00% | +43+0.1% | Added |
| Brighton Jones LLC | 49,848 | $569.3K | 0.02% | +49,848 | New |
| Cetera Investment Advisers | 52,155 | $595.6K | 0.00% | −4,412−7.8% | Reduced |
| Jain Global LLC | 52,400 | $598.4K | 0.01% | +40,100+326.0% | Added |
| Shufro Rose & Co LLC | 41,184 | $602.5K | 0.05% | −500−1.2% | Reduced |
| Exchange Traded Concepts, LLC | 53,250 | $608.1K | 0.01% | +1,024+2.0% | Added |
| Axq Capital, LP | 54,788 | $625.7K | 0.20% | +34,769+173.7% | Added |
| Aster Capital Management (DIFC) Ltd | 54,864 | $626.5K | 0.14% | −2,508−4.4% | Reduced |
| Public Employees Retirement System of Ohio | 54,907 | $627.0K | 0.00% | −1,936−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,591 | $646.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 56,906 | $649.9K | 0.02% | −204,790−78.3% | Reduced |
| Truist Financial Corp | 57,296 | $654.3K | 0.00% | +20,249+54.7% | Added |
| Neuberger Berman Group LLC | 57,694 | $658.9K | 0.00% | −466−0.8% | Reduced |
| Fox Run Management, L.L.C. | 58,054 | $663.0K | 0.11% | −13,398−18.8% | Reduced |
| Kimelman & Baird, LLC | 58,728 | $670.7K | 0.05% | −150−0.3% | Reduced |
| Colony Group, LLC | 58,790 | $671.4K | 0.00% | +5,252+9.8% | Added |
| Occudo Quantitative Strategies LP | 60,839 | $694.8K | 0.08% | +60,839 | New |
| Mercer Global Advisors Inc | 61,127 | $698.1K | 0.00% | −17,037−21.8% | Reduced |
| Aigen Investment Management, LP | 62,181 | $710.1K | 0.10% | −59,153−48.8% | Reduced |
| Raymond James Financial Inc | 63,105 | $720.7K | 0.00% | +12,029+23.6% | Added |
| SG Americas Securities, LLC | 63,507 | $725.0K | 0.00% | +3,822+6.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 63,577 | $726.0K | 0.01% | +1,094+1.8% | Added |
| HighTower Advisors, LLC | 63,808 | $728.7K | 0.00% | +260.0% | Added |
| Commonwealth Equity Services, LLC | 64,096 | $732.0K | 0.00% | −18,797−22.7% | Reduced |
| Empowered Funds, LLC | 64,983 | $742.1K | 0.01% | +64,983 | New |
| Mattson Financial Services, LLC | 65,709 | $750.4K | 0.20% | +5,772+9.6% | Added |
| Buckingham Strategic Partners | 66,811 | $763.0K | 0.01% | +11,257+20.3% | Added |
| CSS LLC | 69,202 | $790.3K | 0.05% | +42,339+157.6% | Added |
| Essential Partners LLC | 72,650 | $829.7K | 0.33% | +72,650 | New |
| Janney Montgomery Scott LLC | 72,636 | $830.0K | 0.00% | +32,792+82.3% | Added |
| Bridgefront Capital, LLC | 73,073 | $834.5K | 0.22% | +73,073 | New |
| Virtu Financial LLC | 75,524 | $862.0K | 0.04% | +50,219+198.5% | Added |
| Amalgamated Bank | 75,723 | $865.0K | 0.01% | −5,218−6.4% | Reduced |
| Treasurer of the State of North Carolina | 76,403 | $873.0K | 0.00% | −2,517−3.2% | Reduced |
| State of Tennessee, Treasury Department | 77,805 | $888.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 79,617 | $909.2K | 0.00% | +21,938+38.0% | Added |
| Mutual of America Capital Management LLC | 80,217 | $916.1K | 0.01% | −7,907−9.0% | Reduced |
| Ensign Peak Advisors, Inc | 83,240 | $950.6K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 84,289 | $962.6K | 0.04% | +60,228+250.3% | Added |
| Headlands Technologies LLC | 87,474 | $999.0K | 0.12% | −22,083−20.2% | Reduced |
| Toroso Investments, LLC | 87,810 | $1.00M | 0.01% | +37,089+73.1% | Added |
| New York State Common Retirement Fund | 88,431 | $1.01M | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 88,569 | $1.01M | 0.01% | +88,569 | New |
| MetLife Investment Management | 90,142 | $1.03M | 0.01% | −8,652−8.8% | Reduced |
| Gabelli Funds LLC | 90,250 | $1.03M | 0.01% | −3,750−4.0% | Reduced |
| Wells Fargo & Company | 92,905 | $1.06M | 0.00% | −30,617−24.8% | Reduced |
| Concurrent Investment Advisors, LLC | 96,916 | $1.11M | 0.02% | +69,676+255.8% | Added |
| KLP Kapitalforvaltning AS | 99,500 | $1.14M | 0.00% | +8,300+9.1% | Added |
| Captrust Financial Advisors | 102,127 | $1.17M | 0.00% | +4,655+4.8% | Added |
| Eagle Harbor Asset Management Inc | 106,129 | $1.21M | 1.17% | +20,809+24.4% | Added |