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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 24,866 | $284.0K | 0.00% | −2,799−10.1% | Reduced |
| Stifel Financial Corp | 24,759 | $282.7K | 0.00% | +3,709+17.6% | Added |
| Probity Advisors, Inc. | 24,537 | $280.2K | 0.05% | +6,035+32.6% | Added |
| JustInvest LLC | 24,038 | $274.5K | 0.00% | +1,276+5.6% | Added |
| Sequoia Financial Advisors, LLC | 23,371 | $266.9K | 0.00% | +23,371 | New |
| CIBC Private Wealth Group, LLC | 22,189 | $253.4K | 0.00% | +5,181+30.5% | Added |
| Cobblestone Capital Advisors LLC | 21,892 | $250.0K | 0.01% | +665+3.1% | Added |
| State of Wisconsin Investment Board | 21,515 | $245.7K | 0.00% | −63,431−74.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,498 | $234.1K | 0.00% | −33,691−62.2% | Reduced |
| North Star Investment Management Corp. | 20,460 | $233.7K | 0.02% | +10.0% | Added |
| Caption Management, LLC | 20,000 | $228.4K | 0.02% | +20,000 | New |
| Chicago Partners Investment Group LLC | 20,068 | $227.2K | 0.01% | +7,224+56.2% | Added |
| Hantz Financial Services, Inc. | 19,697 | $225.0K | 0.00% | +1,036+5.6% | Added |
| Sanctuary Advisors, LLC | 19,488 | $222.6K | 0.00% | +8,944+84.8% | Added |
| Stephens Inc | 19,265 | $220.0K | 0.00% | +3,926+25.6% | Added |
| Vise Technologies, Inc. | 18,751 | $214.1K | 0.01% | +18,751 | New |
| Williams Jones Wealth Management, LLC. | 18,500 | $211.3K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 18,419 | $210.3K | 0.02% | +18,419 | New |
| State of Alaska, Department of Revenue | 18,137 | $207.0K | 0.00% | −1,565−7.9% | Reduced |
| Optimist Retirement Group LLC | 18,103 | $206.7K | 0.10% | +3,369+22.9% | Added |
| Sigma Planning Corp | 18,004 | $205.6K | 0.01% | +18,004 | New |
| Park Avenue Securities LLC | 17,944 | $205.0K | 0.00% | −3,632−16.8% | Reduced |
| Public Employees Retirement Association of Colorado | 17,733 | $203.0K | 0.00% | −2,178−10.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,632 | $201.4K | 0.01% | +17,632 | New |
| Paloma Partners Management Co | 17,500 | $199.8K | 0.05% | +17,500 | New |
| Regions Financial Corp | 17,471 | $199.5K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 17,349 | $198.1K | 0.00% | +427+2.5% | Added |
| State of Wyoming | 17,202 | $196.4K | 0.02% | +6,340+58.4% | Added |
| Lido Advisors, LLC | 17,139 | $195.7K | 0.00% | +55+0.3% | Added |
| US Bancorp | 17,068 | $194.9K | 0.00% | +2,568+17.7% | Added |
| M&T Bank Corp | 16,987 | $194.1K | 0.00% | +1,310+8.4% | Added |
| Worldquant Millennium Advisors LLC | 16,585 | $189.4K | 0.00% | +16,585 | New |
| Miracle Mile Advisors, LLC | 16,418 | $187.5K | 0.00% | −1,991−10.8% | Reduced |
| Frank, Rimerman Advisors LLC | 16,056 | $183.4K | 0.01% | +16,056 | New |
| Kestra Advisory Services, LLC | 15,702 | $179.3K | 0.00% | +2,147+15.8% | Added |
| Prudential Financial Inc | 15,687 | $179.1K | 0.00% | +4,067+35.0% | Added |
| Miller Financial Services LLC | 15,457 | $176.5K | 0.23% | +1,401+10.0% | Added |
| FSM Wealth Advisors, LLC | 15,517 | $175.3K | 0.03% | −690−4.3% | Reduced |
| waypoint wealth counsel | 15,045 | $171.8K | 0.09% | +15,045 | New |
| Warren Averett Asset Management, LLC | 14,880 | $169.9K | 0.00% | +2,333+18.6% | Added |
| Sym Financial Corp | 14,869 | $169.8K | 0.02% | +14,869 | New |
| ESL Trust Services, LLC | 14,866 | $169.8K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 14,846 | $169.5K | 0.00% | +440+3.1% | Added |
| Paradigm Financial Partners, LLC | 14,739 | $168.3K | 0.02% | +1,121+8.2% | Added |
| 1st Source Bank | 14,585 | $166.6K | 0.01% | −500−3.3% | Reduced |
| Towerview LLC | 14,500 | $165.6K | 0.12% | 00.0% | Unchanged |
| MQS Management LLC | 14,102 | $161.0K | 0.09% | +14,102 | New |
| Winton Group Ltd | 14,063 | $160.6K | 0.01% | −4,092−22.5% | Reduced |
| Sendero Wealth Management, LLC | 14,020 | $160.1K | 0.02% | +2,013+16.8% | Added |
| NorthRock Partners, LLC | 13,337 | $152.3K | 0.00% | +13,337 | New |
| Transcend Wealth Collective, LLC | 13,205 | $150.8K | 0.01% | +13,205 | New |
| Umb Bank N A | 13,166 | $150.4K | 0.00% | +4,691+55.4% | Added |
| Western Pacific Wealth Management, LP | 13,055 | $149.1K | 0.14% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $148.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12,875 | $147.0K | 0.01% | +10,337+407.3% | Added |
| PDS Planning, Inc | 12,849 | $146.7K | 0.01% | +12,849 | New |
| We Are One Seven, LLC | 12,463 | $142.3K | 0.00% | −8,577−40.8% | Reduced |
| Ausdal Financial Partners, Inc. | 12,397 | $141.6K | 0.01% | −440−3.4% | Reduced |
| Capital Investment Advisors, LLC | 12,292 | $140.4K | 0.00% | +150+1.2% | Added |
| Securian Asset Management, Inc | 12,284 | $140.3K | 0.00% | −660−5.1% | Reduced |
| GWM Advisors LLC | 11,801 | $134.8K | 0.00% | +254+2.2% | Added |
| Whitcomb & Hess, Inc. | 11,748 | $134.2K | 0.04% | +144+1.2% | Added |
| Johnson Investment Counsel Inc | 11,548 | $131.9K | 0.00% | +123+1.1% | Added |
| Oxford Asset Management LLP | 11,462 | $130.9K | 0.04% | +11,462 | New |
| Foundations Investment Advisors, LLC | 11,329 | $129.4K | 0.00% | +80+0.7% | Added |
| United Capital Financial Advisers, LLC | 10,999 | $125.6K | 0.00% | +10,999 | New |
| Financial Advocates Investment Management | 10,936 | $124.9K | 0.01% | −502−4.4% | Reduced |
| Paladin Wealth, LLC | 10,895 | $124.4K | 0.10% | +10,895 | New |
| GW Henssler & Associates Ltd | 10,703 | $122.2K | 0.01% | +50.0% | Added |
| Capital Performance Advisors LLP | 10,663 | $121.8K | 0.02% | +30.0% | Added |
| Marex Group plc | 10,568 | $120.7K | 0.00% | +10,568 | New |
| denkapparat Operations GmbH | 10,338 | $118.1K | 0.09% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 10,162 | $116.0K | 0.01% | +61+0.6% | Added |
| SCS Capital Management LLC | 10,155 | $116.0K | 0.00% | +10,155 | New |
| BTG Pactual Asset Management US LLC | 10,056 | $114.8K | 0.02% | +10,056 | New |
| Huntington National Bank | 10,043 | $114.7K | 0.00% | −3,280−24.6% | Reduced |
| Pinnacle Associates Ltd | 10,040 | $114.7K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 9,800 | $112.0K | 0.00% | +9,800 | New |
| MAI Capital Management | 9,405 | $107.4K | 0.00% | +224+2.4% | Added |
| Jones Financial Companies LLLP | 9,149 | $105.8K | 0.00% | +1,665+22.2% | Added |
| Tower Research Capital LLC (TRC) | 8,629 | $98.5K | 0.00% | +2,994+53.1% | Added |
| Russell Investments Group, Ltd. | 8,398 | $95.9K | 0.00% | +577+7.4% | Added |
| Viking Fund Management LLC | 8,000 | $91.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,650 | $87.4K | 0.00% | −1,311−14.6% | Reduced |
| IFP Advisors, Inc | 7,641 | $87.3K | 0.00% | +1,144+17.6% | Added |
| Parallel Advisors, LLC | 7,246 | $82.7K | 0.00% | +5,660+356.9% | Added |
| Lazard Asset Management LLC | 6,899 | $78.0K | 0.00% | −3,321−32.5% | Reduced |
| Allworth Financial LP | 6,448 | $73.6K | 0.00% | +5,067+366.9% | Added |
| Sterling Capital Management LLC | 6,064 | $69.3K | 0.00% | +885+17.1% | Added |
| DekaBank Deutsche Girozentrale | 5,920 | $68.0K | 0.00% | −1,303−18.0% | Reduced |
| Covestor Ltd | 5,577 | $64.0K | 0.04% | +508+10.0% | Added |
| Signaturefd, LLC | 5,336 | $60.9K | 0.00% | +1,074+25.2% | Added |
| Richardson Financial Services Inc. | 4,410 | $52.4K | 0.04% | +120+2.8% | Added |
| True Wealth Design, LLC | 4,094 | $46.8K | 0.02% | +830+25.4% | Added |
| Steward Partners Investment Advisory, LLC | 4,017 | $45.9K | 0.00% | +1,041+35.0% | Added |
| Security National Bank | 3,952 | $45.1K | 0.01% | +391+11.0% | Added |
| STRS Ohio | 3,909 | $44.6K | 0.00% | +3,909 | New |
| KBC Group NV | 3,348 | $38.0K | 0.00% | −5,309−61.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,107 | $35.5K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,805 | $32.0K | 0.02% | 00.0% | Unchanged |