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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 98,816 | $1.29M | 0.00% | +54,986+125.5% | Added |
| Pallas Capital Advisors LLC | 112,738 | $1.29M | 0.05% | +39,477+53.9% | Added |
| Eagle Harbor Asset Management Inc | 106,129 | $1.21M | 1.17% | +20,809+24.4% | Added |
| Captrust Financial Advisors | 102,127 | $1.17M | 0.00% | +4,655+4.8% | Added |
| KLP Kapitalforvaltning AS | 99,500 | $1.14M | 0.00% | +8,300+9.1% | Added |
| Concurrent Investment Advisors, LLC | 96,916 | $1.11M | 0.02% | +69,676+255.8% | Added |
| Wells Fargo & Company | 92,905 | $1.06M | 0.00% | −30,617−24.8% | Reduced |
| Gabelli Funds LLC | 90,250 | $1.03M | 0.01% | −3,750−4.0% | Reduced |
| MetLife Investment Management | 90,142 | $1.03M | 0.01% | −8,652−8.8% | Reduced |
| ExodusPoint Capital Management, LP | 88,569 | $1.01M | 0.01% | +88,569 | New |
| New York State Common Retirement Fund | 88,431 | $1.01M | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 87,810 | $1.00M | 0.01% | +37,089+73.1% | Added |
| Headlands Technologies LLC | 87,474 | $999.0K | 0.12% | −22,083−20.2% | Reduced |
| SummitTX Capital, L.P. | 84,289 | $962.6K | 0.04% | +60,228+250.3% | Added |
| Ensign Peak Advisors, Inc | 83,240 | $950.6K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 80,217 | $916.1K | 0.01% | −7,907−9.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 79,617 | $909.2K | 0.00% | +21,938+38.0% | Added |
| State of Tennessee, Treasury Department | 77,805 | $888.5K | 0.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 76,403 | $873.0K | 0.00% | −2,517−3.2% | Reduced |
| Amalgamated Bank | 75,723 | $865.0K | 0.01% | −5,218−6.4% | Reduced |
| Virtu Financial LLC | 75,524 | $862.0K | 0.04% | +50,219+198.5% | Added |
| Bridgefront Capital, LLC | 73,073 | $834.5K | 0.22% | +73,073 | New |
| Janney Montgomery Scott LLC | 72,636 | $830.0K | 0.00% | +32,792+82.3% | Added |
| Essential Partners LLC | 72,650 | $829.7K | 0.33% | +72,650 | New |
| CSS LLC | 69,202 | $790.3K | 0.05% | +42,339+157.6% | Added |
| Buckingham Strategic Partners | 66,811 | $763.0K | 0.01% | +11,257+20.3% | Added |
| Mattson Financial Services, LLC | 65,709 | $750.4K | 0.20% | +5,772+9.6% | Added |
| Empowered Funds, LLC | 64,983 | $742.1K | 0.01% | +64,983 | New |
| Commonwealth Equity Services, LLC | 64,096 | $732.0K | 0.00% | −18,797−22.7% | Reduced |
| HighTower Advisors, LLC | 63,808 | $728.7K | 0.00% | +260.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 63,577 | $726.0K | 0.01% | +1,094+1.8% | Added |
| SG Americas Securities, LLC | 63,507 | $725.0K | 0.00% | +3,822+6.4% | Added |
| Raymond James Financial Inc | 63,105 | $720.7K | 0.00% | +12,029+23.6% | Added |
| Aigen Investment Management, LP | 62,181 | $710.1K | 0.10% | −59,153−48.8% | Reduced |
| Mercer Global Advisors Inc | 61,127 | $698.1K | 0.00% | −17,037−21.8% | Reduced |
| Occudo Quantitative Strategies LP | 60,839 | $694.8K | 0.08% | +60,839 | New |
| Colony Group, LLC | 58,790 | $671.4K | 0.00% | +5,252+9.8% | Added |
| Kimelman & Baird, LLC | 58,728 | $670.7K | 0.05% | −150−0.3% | Reduced |
| Fox Run Management, L.L.C. | 58,054 | $663.0K | 0.11% | −13,398−18.8% | Reduced |
| Neuberger Berman Group LLC | 57,694 | $658.9K | 0.00% | −466−0.8% | Reduced |
| Truist Financial Corp | 57,296 | $654.3K | 0.00% | +20,249+54.7% | Added |
| PEAK6 LLC | 56,906 | $649.9K | 0.02% | −204,790−78.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,591 | $646.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 54,907 | $627.0K | 0.00% | −1,936−3.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 54,864 | $626.5K | 0.14% | −2,508−4.4% | Reduced |
| Axq Capital, LP | 54,788 | $625.7K | 0.20% | +34,769+173.7% | Added |
| Exchange Traded Concepts, LLC | 53,250 | $608.1K | 0.01% | +1,024+2.0% | Added |
| Shufro Rose & Co LLC | 41,184 | $602.5K | 0.05% | −500−1.2% | Reduced |
| Jain Global LLC | 52,400 | $598.4K | 0.01% | +40,100+326.0% | Added |
| Cetera Investment Advisers | 52,155 | $595.6K | 0.00% | −4,412−7.8% | Reduced |
| Brighton Jones LLC | 49,848 | $569.3K | 0.02% | +49,848 | New |
| Arizona State Retirement System | 49,712 | $567.7K | 0.00% | +43+0.1% | Added |
| Scientech Research LLC | 49,390 | $564.0K | 0.14% | +49,390 | New |
| Leonteq Securities AG | 48,825 | $557.6K | 0.03% | +47,139+2,795.9% | Added |
| McDonald Partners LLC | 45,654 | $521.5K | 0.13% | −1,511−3.2% | Reduced |
| Louisiana State Employees Retirement System | 45,400 | $518.5K | 0.01% | −2,600−5.4% | Reduced |
| Advisory Services Network, LLC | 51,895 | $511.2K | 0.01% | +3,316+6.8% | Added |
| EntryPoint Capital, LLC | 44,099 | $503.6K | 0.25% | +44,099 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,838 | $489.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 42,388 | $484.1K | 0.02% | +12,553+42.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,443 | $473.3K | 0.00% | +514+1.3% | Added |
| AdvisorShares Investments LLC | 40,100 | $457.9K | 0.08% | +40,100 | New |
| Bank of Nova Scotia | 39,650 | $452.8K | 0.00% | +20,218+104.0% | Added |
| International Assets Investment Management, LLC | 39,252 | $448.3K | 0.04% | +39,252 | New |
| State of Michigan Retirement System | 38,785 | $442.9K | 0.00% | −2,200−5.4% | Reduced |
| Thrivent Financial for Lutherans | 37,979 | $434.0K | 0.00% | −19,277−33.7% | Reduced |
| Yousif Capital Management, LLC | 37,901 | $432.8K | 0.00% | −3,556−8.6% | Reduced |
| Merit Financial Group, LLC | 37,819 | $431.9K | 0.00% | −38,416−50.4% | Reduced |
| FMR LLC | 36,438 | $416.1K | 0.00% | −62,437−63.1% | Reduced |
| Summit Trail Advisors, LLC | 36,350 | $415.1K | 0.01% | −3,094−7.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,015 | $411.3K | 0.01% | −2,055−5.4% | Reduced |
| CI Private Wealth, LLC | 35,969 | $410.8K | 0.00% | −6,559−15.4% | Reduced |
| NCM Capital Management, LLC | 35,695 | $407.6K | 0.17% | −2,000−5.3% | Reduced |
| Cullen Investment Group, Ltd. | 35,512 | $405.5K | 0.06% | −2,546−6.7% | Reduced |
| New Mexico Educational Retirement Board | 34,800 | $397.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 34,674 | $396.0K | 0.00% | +5,149+17.4% | Added |
| Deutsche Bank AG | 33,442 | $381.9K | 0.00% | +4,962+17.4% | Added |
| Oregon Public Employees Retirement Fund | 33,028 | $377.2K | 0.01% | −1,700−4.9% | Reduced |
| Wolverine Trading, LLC | 32,574 | $376.6K | 0.01% | +9,101+38.8% | Added |
| Comerica Bank | 32,334 | $369.3K | 0.00% | −4,169−11.4% | Reduced |
| Ameritas Investment Partners, Inc. | 31,318 | $357.7K | 0.01% | −2,979−8.7% | Reduced |
| Evoke Wealth, LLC | 31,205 | $356.4K | 0.01% | +17,323+124.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 30,994 | $354.0K | 0.06% | +30,994 | New |
| Shelton Capital Management | 30,403 | $347.2K | 0.01% | +1,565+5.4% | Added |
| Point72 (DIFC) Ltd | 30,172 | $344.6K | 0.03% | −10,015−24.9% | Reduced |
| Brown Financial Advisors | 29,908 | $341.5K | 0.13% | +1,339+4.7% | Added |
| Integrated Wealth Concepts LLC | 29,259 | $334.1K | 0.00% | +29,259 | New |
| Kaufman Rossin Wealth, LLC | 29,142 | $332.8K | 0.21% | +5,819+24.9% | Added |
| Farringdon Capital, Ltd. | 28,256 | $322.7K | 0.11% | +28,256 | New |
| Pictet Asset Management Holding SA | 27,916 | $318.8K | 0.00% | +817+3.0% | Added |
| Boyar Asset Management Inc. | 27,878 | $318.4K | 0.21% | +60.0% | Added |
| HSBC Holdings PLC | 27,776 | $317.8K | 0.00% | +16,053+136.9% | Added |
| Handelsbanken Fonder AB | 27,457 | $314.0K | 0.00% | −2,800−9.3% | Reduced |
| Ascent Group, LLC | 26,812 | $306.2K | 0.01% | +1,313+5.1% | Added |
| Kestra Private Wealth Services, LLC | 26,294 | $300.3K | 0.00% | +2,635+11.1% | Added |
| Copley Financial Group, Inc. | 26,194 | $299.1K | 0.22% | −384−1.4% | Reduced |
| Gsa Capital Partners LLP | 26,060 | $298.0K | 0.02% | +26,060 | New |
| Teacher Retirement System of Texas | 25,896 | $295.7K | 0.00% | −3,927−13.2% | Reduced |
| Atom Investors LP | 25,875 | $295.5K | 0.03% | +25,875 | New |
| FORA Capital, LLC | 25,437 | $290.5K | 0.03% | +25,437 | New |