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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 22,099 | $153.6K | 0.00% | +51+0.2% | Added |
| Catalyst Funds Management Pty Ltd | 23,500 | $163.3K | 0.03% | +7,900+50.6% | Added |
| Integrated Wealth Concepts LLC | 23,651 | $164.4K | 0.00% | −5,271−18.2% | Reduced |
| Nisa Investment Advisors, LLC | 23,659 | $164.4K | 0.00% | +20,707+701.5% | Added |
| Merit Financial Group, LLC | 23,761 | $165.1K | 0.00% | −27,015−53.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 23,945 | $166.4K | 0.00% | −24,224−50.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 24,232 | $168.4K | 0.00% | +2,823+13.2% | Added |
| Amundi | 24,353 | $169.3K | 0.00% | −28,806−54.2% | Reduced |
| Syon Capital LLC | 24,956 | $173.4K | 0.01% | +5,356+27.3% | Added |
| Odyssean, LLC | 25,420 | $176.7K | 0.06% | +25,420 | New |
| Boyar Asset Management Inc. | 25,742 | $178.9K | 0.10% | −116−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 25,825 | $179.5K | 0.00% | +13,334+106.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,418 | $183.6K | 0.00% | +22,847+639.8% | Added |
| JustInvest LLC | 27,048 | $188.0K | 0.00% | −5,812−17.7% | Reduced |
| Pictet Asset Management Holding SA | 27,078 | $188.2K | 0.00% | −838−3.0% | Reduced |
| Yousif Capital Management, LLC | 27,445 | $190.7K | 0.00% | −280−1.0% | Reduced |
| Deutsche Bank AG | 27,454 | $190.8K | 0.00% | −320,469−92.1% | Reduced |
| Summit Financial, LLC | 28,113 | $195.4K | 0.00% | +973+3.6% | Added |
| Ensign Peak Advisors, Inc | 28,190 | $195.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 28,731 | $200.0K | 0.00% | −11,232−28.1% | Reduced |
| HB Wealth Management, LLC | 29,134 | $202.5K | 0.00% | −707−2.4% | Reduced |
| Diametric Capital, LP | 29,629 | $205.9K | 0.05% | +29,629 | New |
| Shelton Capital Management | 29,639 | $206.0K | 0.00% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 29,697 | $206.4K | 0.08% | +7,206+32.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 29,766 | $206.9K | 0.01% | +11,733+65.1% | Added |
| GDS Wealth Management | 29,767 | $206.9K | 0.01% | +29,767 | New |
| Jones Financial Companies LLLP | 30,655 | $208.5K | 0.00% | +1,805+6.3% | Added |
| Atlas Brown,Inc. | 30,000 | $208.5K | 0.06% | +19,639+189.5% | Added |
| Fifth Third Bancorp | 30,741 | $213.7K | 0.00% | +26,912+702.8% | Added |
| Handelsbanken Fonder AB | 30,857 | $214.0K | 0.00% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 31,051 | $215.8K | 0.10% | +31,051 | New |
| Mitsubishi UFJ Trust & Banking Corp | 31,205 | $216.9K | 0.00% | −34,430−52.5% | Reduced |
| NCM Capital Management, LLC | 31,534 | $219.2K | 0.08% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 32,509 | $225.9K | 0.00% | −466−1.4% | Reduced |
| Squarepoint Ops LLC | 32,922 | $228.8K | 0.00% | −872,082−96.4% | Reduced |
| Frank, Rimerman Advisors LLC | 32,973 | $229.2K | 0.02% | +32,973 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 33,495 | $233.2K | 0.04% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 35,874 | $249.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 36,031 | $250.4K | 0.00% | −3,515−8.9% | Reduced |
| Oregon Public Employees Retirement Fund | 36,100 | $250.9K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 36,236 | $251.8K | 0.02% | +36,236 | New |
| Skopos Labs, Inc. | 36,824 | $255.9K | 0.01% | +14,595+65.7% | Added |
| Manufacturers Life Insurance Company, The | 37,778 | $262.6K | 0.00% | +3,516+10.3% | Added |
| Headlands Technologies LLC | 38,309 | $266.2K | 0.03% | +38,309 | New |
| Teachers Retirement System of the State of Kentucky | 38,963 | $271.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,080 | $271.6K | 0.00% | −31−0.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 39,577 | $275.1K | 0.00% | +39,577 | New |
| DRW Securities, LLC | 40,146 | $279.0K | 0.02% | +40,146 | New |
| Eagle Harbor Asset Management Inc | 40,287 | $280.0K | 0.24% | −10,294−20.4% | Reduced |
| Marex Group plc | 40,560 | $281.9K | 0.00% | +25,716+173.2% | Added |
| Russell Investments Group, Ltd. | 41,713 | $289.9K | 0.00% | −22,056−34.6% | Reduced |
| Probity Advisors, Inc. | 43,007 | $298.9K | 0.05% | +5,280+14.0% | Added |
| Vise Technologies, Inc. | 36,063 | $300.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 44,390 | $308.5K | 0.00% | +44,390 | New |
| Arizona State Retirement System | 44,439 | $308.9K | 0.00% | −712−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 45,375 | $312.6K | 0.00% | +5,981+15.2% | Added |
| Envestnet Asset Management Inc | 45,522 | $316.4K | 0.00% | +16,103+54.7% | Added |
| Holocene Advisors, LP | 46,890 | $325.9K | 0.00% | −412,167−89.8% | Reduced |
| Toroso Investments, LLC | 49,297 | $342.6K | 0.00% | −2,559−4.9% | Reduced |
| SG Americas Securities, LLC | 50,001 | $348.0K | 0.00% | −76,034−60.3% | Reduced |
| PVG Asset Management Corp | 50,457 | $348.7K | 0.21% | +50,457 | New |
| Kimelman & Baird, LLC | 50,355 | $350.0K | 0.03% | −7,000−12.2% | Reduced |
| Amalgamated Bank | 50,415 | $350.0K | 0.00% | −663−1.3% | Reduced |
| HighTower Advisors, LLC | 50,486 | $350.9K | 0.00% | +350+0.7% | Added |
| Neuberger Berman Group LLC | 51,099 | $355.1K | 0.00% | +12,562+32.6% | Added |
| Pathstone Holdings, LLC | 51,460 | $357.6K | 0.00% | +15,464+43.0% | Added |
| Advisory Services Network, LLC | 52,771 | $366.8K | 0.00% | +4,689+9.8% | Added |
| Public Employees Retirement System of Ohio | 53,594 | $372.5K | 0.00% | −313−0.6% | Reduced |
| Bridgewater Associates, LP | 53,949 | $374.9K | 0.00% | −33,582−38.4% | Reduced |
| Stifel Financial Corp | 56,463 | $392.4K | 0.00% | −7,655−11.9% | Reduced |
| Freestone Grove Partners LP | 56,746 | $394.4K | 0.00% | +56,746 | New |
| Occudo Quantitative Strategies LP | 59,332 | $413.0K | 0.02% | −35,714−37.6% | Reduced |
| Truist Financial Corp | 59,858 | $416.0K | 0.00% | +5,117+9.3% | Added |
| Jefferies Financial Group Inc. | 60,180 | $418.3K | 0.01% | +60,180 | New |
| International Assets Investment Management, LLC | 61,425 | $423.8K | 0.03% | +9,365+18.0% | Added |
| Evergreen Capital Management LLC | 61,572 | $427.9K | 0.01% | +8,840+16.8% | Added |
| Legacy Capital Group California, Inc. | 61,686 | $428.7K | 0.16% | −6,755−9.9% | Reduced |
| Walleye Capital LLC | 62,881 | $437.0K | 0.00% | +62,784+64,725.8% | Added |
| Sequoia Financial Advisors, LLC | 63,183 | $439.1K | 0.00% | +5,339+9.2% | Added |
| Vanguard Global Advisers, LLC | 64,254 | $446.6K | 0.00% | +64,254 | New |
| Frec Markets, Inc. | 65,042 | $452.0K | 0.08% | +65,042 | New |
| Krane Funds Advisors LLC | 63,732 | $455.0K | 0.02% | +63,732 | New |
| ExodusPoint Capital Management, LP | 68,296 | $474.7K | 0.00% | −46,743−40.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 68,383 | $475.3K | 0.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 68,520 | $476.0K | 0.00% | +1,457+2.2% | Added |
| CI Private Wealth, LLC | 69,326 | $481.2K | 0.00% | −1,601−2.3% | Reduced |
| CWM, LLC | 69,470 | $482.8K | 0.00% | −162,977−70.1% | Reduced |
| Cetera Investment Advisers | 69,476 | $482.9K | 0.00% | −7,754−10.0% | Reduced |
| Louisiana State Employees Retirement System | 70,100 | $487.2K | 0.01% | −2,300−3.2% | Reduced |
| Walleye Trading LLC | 74,310 | $516.5K | 0.01% | −16,005−17.7% | Reduced |
| M&T Bank Corp | 75,105 | $522.0K | 0.00% | −2,828−3.6% | Reduced |
| Empowered Funds, LLC | 76,790 | $533.7K | 0.00% | +14,438+23.2% | Added |
| Captrust Financial Advisors | 78,200 | $543.5K | 0.00% | −66,361−45.9% | Reduced |
| Janney Montgomery Scott LLC | 78,670 | $547.0K | 0.00% | +4,583+6.2% | Added |
| Mercer Global Advisors Inc | 78,851 | $548.0K | 0.00% | −20,060−20.3% | Reduced |
| Gabelli Funds LLC | 84,000 | $583.8K | 0.00% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 84,065 | $584.3K | 0.28% | +17,782+26.8% | Added |
| Axq Capital, LP | 85,606 | $595.0K | 0.08% | +38,811+82.9% | Added |
| Dark Forest Capital Management LP | 87,120 | $605.5K | 0.05% | −448,983−83.7% | Reduced |
| Illinois Municipal Retirement Fund | 87,227 | $606.2K | 0.01% | −1,521−1.7% | Reduced |