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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2,627 | $30.0K | 0.00% | +370+16.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,434 | $28.0K | 0.00% | +2,434 | New |
| Walleye Capital LLC | 2,289 | $26.1K | 0.00% | +1,139+99.0% | Added |
| Nisa Investment Advisors, LLC | 2,201 | $25.1K | 0.00% | −713−24.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,167 | $24.7K | 0.00% | +2,167 | New |
| Global Retirement Partners, LLC | 2,143 | $24.5K | 0.00% | +2,143 | New |
| Hazlett, Burt & Watson, Inc. | 2,125 | $24.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,100 | $24.0K | 0.00% | +1,500+250.0% | Added |
| CX Institutional | 1,825 | $21.0K | 0.00% | +1,618+781.6% | Added |
| Geneos Wealth Management Inc. | 1,795 | $20.5K | 0.00% | −995−35.7% | Reduced |
| Fifth Third Bancorp | 1,783 | $20.4K | 0.00% | +191+12.0% | Added |
| Larson Financial Group LLC | 1,739 | $19.9K | 0.00% | +1,108+175.6% | Added |
| Medallion Wealth Advisors, LLC | 1,600 | $19.0K | 0.01% | +800+100.0% | Added |
| Alpine Bank Wealth Management | 1,637 | $18.7K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,600 | $18.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,544 | $17.6K | 0.00% | −2,722−63.8% | Reduced |
| Field & Main Bank | 1,500 | $17.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,462 | $16.7K | 0.00% | +160+12.3% | Added |
| Harvest Fund Management Co., Ltd | 1,075 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,372 | $15.7K | 0.00% | +1,222+814.7% | Added |
| Danske Bank A/S | 1,300 | $14.8K | 0.00% | +1,200+1,200.0% | Added |
| CoreCap Advisors, LLC | 1,250 | $14.3K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 1,233 | $14.1K | 0.00% | 00.0% | Unchanged |
| Motco | 1,417 | $14.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,214 | $13.9K | 0.00% | −1,214−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 1,204 | $13.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,200 | $13.7K | 0.00% | −58−4.6% | Reduced |
| Hillsdale Investment Management Inc. | 1,100 | $12.6K | 0.00% | −4,200−79.2% | Reduced |
| Skopos Labs, Inc. | 1,085 | $12.4K | 0.00% | +44+4.2% | Added |
| Cullen/Frost Bankers, Inc. | 1,076 | $12.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,068 | $12.2K | 0.00% | −2−0.2% | Reduced |
| Creative Financial Designs Inc | 1,052 | $12.0K | 0.00% | +8+0.8% | Added |
| 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 |
| Joseph Group Capital Management | 908 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 861 | $9.84K | 0.00% | −1,272−59.6% | Reduced |
| Principal Securities, Inc. | 767 | $8.76K | 0.00% | −964−55.7% | Reduced |
| Pittenger & Anderson Inc | 750 | $8.56K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 743 | $8.48K | 0.00% | +9+1.2% | Added |
| Bayforest Capital Ltd | 662 | $7.56K | 0.00% | −7,374−91.8% | Reduced |
| TD Waterhouse Canada Inc. | 600 | $7.11K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 600 | $6.85K | 0.10% | +600 | New |
| Indiana Trust & Investment Management CO | 541 | $6.18K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 531 | $6.06K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 505 | $5.77K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 476 | $5.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 429 | $4.90K | 0.00% | +164+61.9% | Added |
| Financial Management Professionals, Inc. | 425 | $4.85K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 400 | $4.57K | 0.00% | −1,000−71.4% | Reduced |
| Harbor Investment Advisory, LLC | 375 | $4.28K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 365 | $4.17K | 0.00% | +365 | New |
| Ameritas Advisory Services, LLC | 361 | $4.13K | 0.00% | +361 | New |
| NBT Bank N A | 354 | $4.04K | 0.00% | +5+1.4% | Added |
| Ogorek Anthony Joseph | 425 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 310 | $3.54K | 0.00% | −1,010−76.5% | Reduced |
| N.E.W. Advisory Services LLC | 288 | $3.29K | 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 |
| Avalon Trust Co | 284 | $3.24K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 251 | $3.00K | 0.00% | −27−9.7% | Reduced |
| Crewe Advisors LLC | 234 | $2.67K | 0.00% | +3+1.3% | Added |
| Abound Wealth Management | 226 | $2.58K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $2.43K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 212 | $2.42K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $2.28K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 197 | $2.25K | 0.00% | −4,995−96.2% | Reduced |
| Spire Wealth Management | 131 | $1.49K | 0.00% | +131 | New |
| Park Square Financial Group, LLC | 120 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 113 | $1.29K | 0.00% | +113 | New |
| Bare Financial Services, Inc | 109 | $1.25K | 0.00% | +109 | New |
| Hemington Wealth Management | 157 | $1.00K | 0.00% | −118−42.9% | Reduced |
| Bell Investment Advisors, Inc | 82 | $937 | 0.00% | +82 | New |
| MV Capital Management, Inc. | 81 | $926 | 0.00% | +77+1,925.0% | Added |
| American Capital Advisory, LLC | 71 | $811 | 0.00% | +1+1.4% | Added |
| Smartleaf Asset Management LLC | 69 | $797 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 69 | $787 | 0.00% | +69 | New |
| SRS Capital Advisors, Inc. | 64 | $726 | 0.00% | −3,193−98.0% | Reduced |
| 1620 Investment Advisors, Inc. | 50 | $571 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $571 | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 46 | $525 | 0.00% | +46 | New |
| Trust Co of Vermont | 45 | $514 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 38 | $436 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $389 | 0.00% | +11+47.8% | Added |
| IAG Wealth Partners, LLC | 27 | $308 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 27 | $308 | 0.00% | +18+200.0% | Added |
| South State Corp. | 20 | $229 | 0.00% | −980−98.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 18 | $206 | 0.00% | −3,404−99.5% | Reduced |
| Total Investment Management Inc | 17 | $192 | 0.00% | +17 | New |
| 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 |
| Bruce G. Allen Investments, LLC | 14 | $160 | 0.00% | −72−83.7% | Reduced |
| 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 |
| HFM Investment Advisors, LLC | 11 | $126 | 0.00% | +7+175.0% | Added |
| Rothschild Investment LLC | 10 | $114 | 0.00% | +10 | New |
| Scarborough Advisors, LLC | 9 | $108 | 0.00% | +9 | New |
| Harbour Investments, Inc. | 8 | $91 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 8 | $91 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $35 | 0.00% | +3 | New |
| Quest Partners LLC | 3 | $34 | 0.00% | −106,302−100.0% | Reduced |