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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,818 | $26.5K | 0.00% | +3,605+1,692.5% | Added |
| STRS Ohio | 3,828 | $26.6K | 0.00% | −6−0.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 4,002 | $27.3K | 0.00% | +4,002 | New |
| SBI Securities Co., Ltd. | 4,083 | $28.4K | 0.00% | +1,478+56.7% | Added |
| Cassaday & Co Wealth Management LLC | 4,250 | $29.5K | 0.00% | +4,250 | New |
| SJS Investment Consulting Inc. | 4,602 | $32.0K | 0.00% | +4,602 | New |
| Bangor Savings Bank | 5,000 | $34.8K | 0.00% | +4,000+400.0% | Added |
| Nomura Asset Management Co Ltd | 5,300 | $36.8K | 0.00% | +4,300+430.0% | Added |
| Hilton Head Capital Partners, LLC | 5,687 | $39.5K | 0.02% | +2,080+57.7% | Added |
| Gen-Wealth Partners Inc | 5,765 | $40.1K | 0.01% | +1,811+45.8% | Added |
| MetLife Investment Management | 5,773 | $40.1K | 0.00% | −212−3.5% | Reduced |
| Massmutual Trust Co FSB | 5,803 | $40.3K | 0.00% | +2,240+62.9% | Added |
| Quent Capital, LLC | 5,855 | $40.7K | 0.00% | −4,151−41.5% | Reduced |
| KBC Group NV | 6,196 | $43.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,445 | $44.8K | 0.00% | −4,135−39.1% | Reduced |
| Huntington National Bank | 7,113 | $49.4K | 0.00% | −2,345−24.8% | Reduced |
| Farther Finance Advisors, LLC | 7,291 | $50.3K | 0.00% | −1,101−13.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 7,424 | $51.6K | 0.01% | +7,423+742,300.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,604 | $52.8K | 0.01% | +3,372+79.7% | Added |
| Covestor Ltd | 7,923 | $55.0K | 0.04% | −5,248−39.8% | Reduced |
| Security National Bank | 8,087 | $56.2K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,474 | $65.8K | 0.00% | +9,474 | New |
| LSV Asset Management | 9,800 | $68.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,986 | $69.4K | 0.00% | −15,049−60.1% | Reduced |
| Cherokee Insurance Co | 10,000 | $69.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,080 | $70.1K | 0.00% | −134−1.3% | Reduced |
| Los Angeles Capital Management LLC | 10,171 | $70.7K | 0.00% | +9,290+1,054.5% | Added |
| Oppenheimer & Co Inc | 10,281 | $71.5K | 0.00% | +10,281 | New |
| denkapparat Operations GmbH | 10,338 | $71.8K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 10,429 | $72.5K | 0.01% | +134+1.3% | Added |
| Swiss Life Asset Management Ltd | 10,580 | $73.5K | 0.00% | −14,282−57.4% | Reduced |
| Bull Harbor Capital LLC | 10,787 | $75.0K | 0.02% | +10,787 | New |
| Sowell Financial Services LLC | 10,910 | $75.8K | 0.00% | +586+5.7% | Added |
| HSBC Holdings PLC | 11,049 | $76.8K | 0.00% | +305+2.8% | Added |
| Callan Family Office, LLC | 11,081 | $77.0K | 0.00% | −7−0.1% | Reduced |
| Evolve Private Wealth, LLC | 11,415 | $79.3K | 0.00% | −9,292−44.9% | Reduced |
| Allworth Financial LP | 11,926 | $82.9K | 0.00% | +4,631+63.5% | Added |
| Johnson Investment Counsel Inc | 12,074 | $83.9K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 12,181 | $84.7K | 0.04% | +12,181 | New |
| US Bancorp | 12,379 | $86.0K | 0.00% | −5,738−31.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,581 | $86.2K | 0.00% | −1,273−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 12,458 | $86.6K | 0.00% | −17,939−59.0% | Reduced |
| Whitcomb & Hess, Inc. | 12,546 | $87.2K | 0.02% | +235+1.9% | Added |
| Capital Investment Advisors, LLC | 12,596 | $87.5K | 0.00% | −311−2.4% | Reduced |
| R Squared Ltd | 12,620 | $87.7K | 0.05% | +12,620 | New |
| Magnetar Financial LLC | 12,643 | $87.9K | 0.00% | +12,643 | New |
| Savvy Advisors, Inc. | 12,752 | $88.6K | 0.00% | +12,752 | New |
| Crossmark Global Holdings, Inc. | 12,802 | $89.0K | 0.00% | 00.0% | Unchanged |
| 1st Source Bank | 12,905 | $89.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,967 | $90.1K | 0.01% | −2,997−18.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $90.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 13,023 | $90.5K | 0.00% | −9,297−41.7% | Reduced |
| Quadrature Capital Ltd | 13,440 | $93.4K | 0.00% | +13,440 | New |
| Voya Investment Management LLC | 13,445 | $93.4K | 0.00% | −30,907−69.7% | Reduced |
| Aquatic Capital Management LLC | 13,503 | $93.8K | 0.00% | +13,503 | New |
| PDS Planning, Inc | 13,594 | $94.5K | 0.01% | +1,662+13.9% | Added |
| GAMMA Investing LLC | 13,677 | $95.1K | 0.00% | +3,130+29.7% | Added |
| PharVision Advisers, LLC | 14,068 | $97.8K | 0.99% | +14,068 | New |
| Geneos Wealth Management Inc. | 14,100 | $98.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 14,438 | $100.3K | 0.00% | −1,549,485−99.1% | Reduced |
| Towerview LLC | 14,500 | $100.8K | 0.07% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 14,589 | $101.4K | 0.00% | +14,589 | New |
| AlphaCore Capital LLC | 14,743 | $102.5K | 0.00% | +14,743 | New |
| LMR Partners LLP | 14,788 | $102.8K | 0.00% | +14,788 | New |
| ESL Trust Services, LLC | 14,866 | $103.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14,951 | $103.9K | 0.00% | −3,777−20.2% | Reduced |
| AlphaGrep UK Ltd | 14,994 | $104.2K | 0.03% | +14,994 | New |
| Kestra Advisory Services, LLC | 15,053 | $104.6K | 0.00% | +4,326+40.3% | Added |
| Tower Research Capital LLC (TRC) | 15,089 | $104.9K | 0.00% | +9,213+156.8% | Added |
| CIBC Bancorp USA Inc. | 15,383 | $106.9K | 0.00% | +15,383 | New |
| Essential Partners LLC | 15,673 | $108.9K | 0.04% | −47,238−75.1% | Reduced |
| TCG Advisory Services, LLC | 15,682 | $109.0K | 0.00% | +3,894+33.0% | Added |
| State of Wisconsin Investment Board | 16,058 | $111.6K | 0.00% | −64,720−80.1% | Reduced |
| CIBC Asset Management Inc | 16,474 | $114.5K | 0.00% | −409−2.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,546 | $115.0K | 0.00% | −190−1.1% | Reduced |
| Barnett & Company, Inc. | 16,600 | $115.4K | 0.09% | +1,600+10.7% | Added |
| FSM Wealth Advisors, LLC | 16,634 | $115.6K | 0.01% | +81+0.5% | Added |
| 71 West Capital Partners | 16,761 | $116.5K | 0.01% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 16,883 | $117.3K | 0.02% | −5,917−26.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,000 | $118.2K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 17,140 | $119.1K | 0.01% | −511−2.9% | Reduced |
| Warren Averett Asset Management, LLC | 17,602 | $122.3K | 0.00% | −1,910−9.8% | Reduced |
| We Are One Seven, LLC | 17,681 | $122.9K | 0.00% | +786+4.7% | Added |
| Public Employees Retirement Association of Colorado | 17,733 | $123.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 17,753 | $123.4K | 0.00% | −2,893−14.0% | Reduced |
| Mutual of America Capital Management LLC | 18,085 | $125.7K | 0.00% | +29+0.2% | Added |
| Lido Advisors, LLC | 18,141 | $126.1K | 0.00% | −731−3.9% | Reduced |
| Xponance, Inc. | 18,352 | $127.5K | 0.00% | +3,214+21.2% | Added |
| Hantz Financial Services, Inc. | 18,388 | $128.0K | 0.00% | −12,621−40.7% | Reduced |
| PCM Encore, LLC | 18,612 | $129.4K | 0.03% | +2,019+12.2% | Added |
| Ballentine Partners, LLC | 19,149 | $133.1K | 0.00% | +8,149+74.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,169 | $133.2K | 0.00% | +19,169 | New |
| Everence Capital Management Inc | 19,463 | $135.0K | 0.01% | +19,463 | New |
| MAI Capital Management | 19,590 | $136.2K | 0.00% | +9,426+92.7% | Added |
| Aster Capital Management (DIFC) Ltd | 9,947 | $145.5K | 0.05% | −1,656−14.3% | Reduced |
| Everhart Financial Group, Inc. | 20,995 | $145.9K | 0.01% | +6,618+46.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 21,172 | $147.8K | 0.00% | +2,616+14.1% | Added |
| Nomura Holdings Inc | 21,800 | $151.5K | 0.00% | +21,800 | New |
| Pallas Capital Advisors LLC | 21,882 | $152.1K | 0.01% | −81,463−78.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,906 | $152.2K | 0.00% | +4,130+23.2% | Added |