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, Q1 2026
Institutional positions in Wendy's Co as of Mar 31, 2026. 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
- 412
- −9 vs. Q4 2025
- Shares held
- 191.8M
- +18.6M (+10.7%) vs. Q4 2025
- Total value
- $1.33B
- −$108.5M (−7.5%) vs. Q4 2025
- New holders
- 74
- 141 more added
- Sold out
- 83
- 134 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $15 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $24 | 0.00% | −1−25.0% | Reduced |
| Scarborough Advisors, LLC | 10 | $69 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $70 | 0.00% | −51−83.6% | Reduced |
| Sunbelt Securities, Inc. | 18 | $125 | 0.00% | −193−91.5% | Reduced |
| South State Corp. | 20 | $139 | 0.00% | +20 | New |
| Clearstead Advisors, LLC | 21 | $145 | 0.00% | −301−93.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 26 | $181 | 0.00% | +26 | New |
| IAG Wealth Partners, LLC | 27 | $188 | 0.00% | 00.0% | Unchanged |
| Trust Co | 31 | $215 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 35 | $244 | 0.00% | +35 | New |
| TD Capital Management LLC | 50 | $348 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 50 | $348 | 0.00% | +50 | New |
| Activest Wealth Management | 54 | $375 | 0.00% | +54 | New |
| Fortitude Family Office, LLC | 58 | $403 | 0.00% | −507−89.7% | Reduced |
| Smartleaf Asset Management LLC | 62 | $421 | 0.00% | −6−8.8% | Reduced |
| Bruce G. Allen Investments, LLC | 65 | $452 | 0.00% | −35−35.0% | Reduced |
| SHP Wealth Management | 66 | $459 | 0.00% | +66 | New |
| Rialto Wealth Management, LLC | 72 | $501 | 0.00% | +15+26.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 74 | $514 | 0.00% | +74 | New |
| Highline Wealth Partners LLC | 86 | $598 | 0.00% | +86 | New |
| UMA Financial Services, Inc. | 93 | $648 | 0.00% | −106−53.3% | Reduced |
| Lodestone Wealth Management LLC | 97 | $674 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 107 | $744 | 0.00% | +107 | New |
| First Command Advisory Services, Inc. | 113 | $785 | 0.00% | +113 | New |
| Cornerstone Planning Group LLC | 134 | $884 | 0.00% | +86+179.2% | Added |
| Transamerica Financial Advisors, Inc. | 133 | $924 | 0.00% | +87+189.1% | Added |
| Horizon Investments, LLC | 134 | $931 | 0.00% | +58+76.3% | Added |
| Capital Advisors, Ltd. LLC | 116 | $1.00K | 0.00% | −42−26.6% | Reduced |
| Horizon Bancorp Inc | 124 | $1.00K | 0.00% | +124 | New |
| Kilter Group LLC | 189 | $1.31K | 0.00% | +68+56.2% | Added |
| MV Capital Management, Inc. | 198 | $1.38K | 0.00% | +11+5.9% | Added |
| First Community Trust NA | 200 | $1.39K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 212 | $1.47K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 229 | $1.59K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 260 | $1.81K | 0.00% | +260 | New |
| St Germain D J Co Inc | 285 | $1.98K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 285 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 286 | $1.99K | 0.00% | +286 | New |
| Atlantic Trust, LLC | 290 | $2.02K | 0.00% | +274+1,712.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $2.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 308 | $2.14K | 0.00% | −1,217−79.8% | Reduced |
| Alerus Financial NA | 324 | $2.25K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 325 | $2.26K | 0.00% | −300−48.0% | Reduced |
| Bokf, NA | 327 | $2.27K | 0.00% | +327 | New |
| Harbor Investment Advisory, LLC | 375 | $2.61K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 425 | $2.93K | 0.00% | +425 | New |
| Financial Management Professionals, Inc. | 425 | $2.95K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 425 | $2.95K | 0.00% | +425 | New |
| N.E.W. Advisory Services LLC | 432 | $3.00K | 0.00% | +144+50.0% | Added |
| McIlrath & Eck, LLC | 476 | $3.31K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 505 | $3.51K | 0.00% | −276−35.3% | Reduced |
| Wealth Preservation Advisors, LLC | 522 | $3.63K | 0.00% | +522 | New |
| Crews Bank & Trust | 531 | $3.69K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 538 | $3.74K | 0.00% | +538 | New |
| Indiana Trust & Investment Management CO | 541 | $3.76K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 568 | $3.95K | 0.00% | +560+7,000.0% | Added |
| Atlantic Union Bankshares Corp | 600 | $4.17K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 733 | $5.09K | 0.00% | −11−1.5% | Reduced |
| Pittenger & Anderson Inc | 750 | $5.21K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 750 | $5.21K | 0.00% | −5,498−88.0% | Reduced |
| GWM Advisors LLC | 774 | $5.38K | 0.00% | −12,124−94.0% | Reduced |
| Medallion Wealth Advisors, LLC | 800 | $5.56K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 827 | $5.75K | 0.00% | +575+228.2% | Added |
| Cullen/Frost Bankers, Inc. | 858 | $5.96K | 0.00% | −536−38.5% | Reduced |
| Assetmark, Inc | 955 | $6.64K | 0.00% | −556−36.8% | Reduced |
| Root Financial Partners, LLC | 961 | $6.68K | 0.00% | +915+1,989.1% | Added |
| CoreCap Advisors, LLC | 1,000 | $6.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,137 | $7.90K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,148 | $7.98K | 0.00% | +1,014+756.7% | Added |
| First United Bank Trust | 1,233 | $8.57K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,322 | $9.12K | 0.01% | +1,322 | New |
| Field & Main Bank | 1,500 | $10.4K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 1,573 | $10.9K | 0.01% | −664−29.7% | Reduced |
| Motco | 1,599 | $11.1K | 0.00% | +182+12.8% | Added |
| True Wealth Design, LLC | 1,647 | $11.4K | 0.00% | −740−31.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,706 | $11.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,781 | $12.4K | 0.00% | −341−16.1% | Reduced |
| Versant Capital Management, Inc | 1,787 | $12.4K | 0.00% | −1,947−52.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,848 | $12.8K | 0.00% | −1,406−43.2% | Reduced |
| CX Institutional | 1,892 | $13.0K | 0.00% | +36+1.9% | Added |
| IFP Advisors, Inc | 2,107 | $14.6K | 0.00% | −1,773−45.7% | Reduced |
| Umb Bank N A | 2,111 | $14.7K | 0.00% | +763+56.6% | Added |
| Harbour Investments, Inc. | 2,217 | $15.4K | 0.00% | +806+57.1% | Added |
| Mather Group, LLC. | 2,263 | $15.7K | 0.00% | +2,263 | New |
| Hazlett, Burt & Watson, Inc. | 2,550 | $18.0K | 0.01% | +425+20.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,795 | $19.4K | 0.00% | +30+1.1% | Added |
| Pflug Koory, LLC | 2,805 | $19.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,952 | $20.3K | 0.00% | +1,697+135.2% | Added |
| Bartlett & Co. Wealth Management LLC | 3,107 | $20.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,989 | $20.8K | 0.00% | −4,501−60.1% | Reduced |
| Investors Research Corp | 3,000 | $20.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,388 | $23.5K | 0.00% | −6,778−66.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,467 | $24.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3,469 | $24.1K | 0.01% | +1,646+90.3% | Added |
| Sterling Capital Management LLC | 3,534 | $24.6K | 0.00% | −2,305−39.5% | Reduced |