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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 25,825 | $179.5K | 0.00% | +13,334+106.7% | Added |
| Boyar Asset Management Inc. | 25,742 | $178.9K | 0.10% | −116−0.4% | Reduced |
| Odyssean, LLC | 25,420 | $176.7K | 0.06% | +25,420 | New |
| Syon Capital LLC | 24,956 | $173.4K | 0.01% | +5,356+27.3% | Added |
| Amundi | 24,353 | $169.3K | 0.00% | −28,806−54.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 24,232 | $168.4K | 0.00% | +2,823+13.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 23,945 | $166.4K | 0.00% | −24,224−50.3% | Reduced |
| Merit Financial Group, LLC | 23,761 | $165.1K | 0.00% | −27,015−53.2% | Reduced |
| Nisa Investment Advisors, LLC | 23,659 | $164.4K | 0.00% | +20,707+701.5% | Added |
| Integrated Wealth Concepts LLC | 23,651 | $164.4K | 0.00% | −5,271−18.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 23,500 | $163.3K | 0.03% | +7,900+50.6% | Added |
| Pensionmark Financial Group, LLC | 22,099 | $153.6K | 0.00% | +51+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 21,906 | $152.2K | 0.00% | +4,130+23.2% | Added |
| Pallas Capital Advisors LLC | 21,882 | $152.1K | 0.01% | −81,463−78.8% | Reduced |
| Nomura Holdings Inc | 21,800 | $151.5K | 0.00% | +21,800 | New |
| Wiley Bros.-Aintree Capital, LLC | 21,172 | $147.8K | 0.00% | +2,616+14.1% | Added |
| Everhart Financial Group, Inc. | 20,995 | $145.9K | 0.01% | +6,618+46.0% | Added |
| Aster Capital Management (DIFC) Ltd | 9,947 | $145.5K | 0.05% | −1,656−14.3% | Reduced |
| MAI Capital Management | 19,590 | $136.2K | 0.00% | +9,426+92.7% | Added |
| Everence Capital Management Inc | 19,463 | $135.0K | 0.01% | +19,463 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,169 | $133.2K | 0.00% | +19,169 | New |
| Ballentine Partners, LLC | 19,149 | $133.1K | 0.00% | +8,149+74.1% | Added |
| PCM Encore, LLC | 18,612 | $129.4K | 0.03% | +2,019+12.2% | Added |
| Hantz Financial Services, Inc. | 18,388 | $128.0K | 0.00% | −12,621−40.7% | Reduced |
| Xponance, Inc. | 18,352 | $127.5K | 0.00% | +3,214+21.2% | Added |
| Lido Advisors, LLC | 18,141 | $126.1K | 0.00% | −731−3.9% | Reduced |
| Mutual of America Capital Management LLC | 18,085 | $125.7K | 0.00% | +29+0.2% | Added |
| Sanctuary Advisors, LLC | 17,753 | $123.4K | 0.00% | −2,893−14.0% | Reduced |
| Public Employees Retirement Association of Colorado | 17,733 | $123.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 17,681 | $122.9K | 0.00% | +786+4.7% | Added |
| Warren Averett Asset Management, LLC | 17,602 | $122.3K | 0.00% | −1,910−9.8% | Reduced |
| Ausdal Financial Partners, Inc. | 17,140 | $119.1K | 0.01% | −511−2.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,000 | $118.2K | 0.00% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 16,883 | $117.3K | 0.02% | −5,917−26.0% | Reduced |
| 71 West Capital Partners | 16,761 | $116.5K | 0.01% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 16,634 | $115.6K | 0.01% | +81+0.5% | Added |
| Barnett & Company, Inc. | 16,600 | $115.4K | 0.09% | +1,600+10.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,546 | $115.0K | 0.00% | −190−1.1% | Reduced |
| CIBC Asset Management Inc | 16,474 | $114.5K | 0.00% | −409−2.4% | Reduced |
| State of Wisconsin Investment Board | 16,058 | $111.6K | 0.00% | −64,720−80.1% | Reduced |
| TCG Advisory Services, LLC | 15,682 | $109.0K | 0.00% | +3,894+33.0% | Added |
| Essential Partners LLC | 15,673 | $108.9K | 0.04% | −47,238−75.1% | Reduced |
| CIBC Bancorp USA Inc. | 15,383 | $106.9K | 0.00% | +15,383 | New |
| Tower Research Capital LLC (TRC) | 15,089 | $104.9K | 0.00% | +9,213+156.8% | Added |
| Kestra Advisory Services, LLC | 15,053 | $104.6K | 0.00% | +4,326+40.3% | Added |
| AlphaGrep UK Ltd | 14,994 | $104.2K | 0.03% | +14,994 | New |
| Parallel Advisors, LLC | 14,951 | $103.9K | 0.00% | −3,777−20.2% | Reduced |
| ESL Trust Services, LLC | 14,866 | $103.3K | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 14,788 | $102.8K | 0.00% | +14,788 | New |
| AlphaCore Capital LLC | 14,743 | $102.5K | 0.00% | +14,743 | New |
| Journey Strategic Wealth LLC | 14,589 | $101.4K | 0.00% | +14,589 | New |
| Towerview LLC | 14,500 | $100.8K | 0.07% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 14,438 | $100.3K | 0.00% | −1,549,485−99.1% | Reduced |
| Geneos Wealth Management Inc. | 14,100 | $98.0K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 14,068 | $97.8K | 0.99% | +14,068 | New |
| GAMMA Investing LLC | 13,677 | $95.1K | 0.00% | +3,130+29.7% | Added |
| PDS Planning, Inc | 13,594 | $94.5K | 0.01% | +1,662+13.9% | Added |
| Aquatic Capital Management LLC | 13,503 | $93.8K | 0.00% | +13,503 | New |
| Voya Investment Management LLC | 13,445 | $93.4K | 0.00% | −30,907−69.7% | Reduced |
| Quadrature Capital Ltd | 13,440 | $93.4K | 0.00% | +13,440 | New |
| Signaturefd, LLC | 13,023 | $90.5K | 0.00% | −9,297−41.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $90.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,967 | $90.1K | 0.01% | −2,997−18.8% | Reduced |
| 1st Source Bank | 12,905 | $89.7K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 12,802 | $89.0K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 12,752 | $88.6K | 0.00% | +12,752 | New |
| Magnetar Financial LLC | 12,643 | $87.9K | 0.00% | +12,643 | New |
| R Squared Ltd | 12,620 | $87.7K | 0.05% | +12,620 | New |
| Capital Investment Advisors, LLC | 12,596 | $87.5K | 0.00% | −311−2.4% | Reduced |
| Whitcomb & Hess, Inc. | 12,546 | $87.2K | 0.02% | +235+1.9% | Added |
| The PNC Financial Services Group, Inc. | 12,458 | $86.6K | 0.00% | −17,939−59.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,581 | $86.2K | 0.00% | −1,273−9.2% | Reduced |
| US Bancorp | 12,379 | $86.0K | 0.00% | −5,738−31.7% | Reduced |
| ISAM Funds (UK) Ltd | 12,181 | $84.7K | 0.04% | +12,181 | New |
| Johnson Investment Counsel Inc | 12,074 | $83.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11,926 | $82.9K | 0.00% | +4,631+63.5% | Added |
| Evolve Private Wealth, LLC | 11,415 | $79.3K | 0.00% | −9,292−44.9% | Reduced |
| Callan Family Office, LLC | 11,081 | $77.0K | 0.00% | −7−0.1% | Reduced |
| HSBC Holdings PLC | 11,049 | $76.8K | 0.00% | +305+2.8% | Added |
| Sowell Financial Services LLC | 10,910 | $75.8K | 0.00% | +586+5.7% | Added |
| Bull Harbor Capital LLC | 10,787 | $75.0K | 0.02% | +10,787 | New |
| Swiss Life Asset Management Ltd | 10,580 | $73.5K | 0.00% | −14,282−57.4% | Reduced |
| Sargent Investment Group, LLC | 10,429 | $72.5K | 0.01% | +134+1.3% | Added |
| denkapparat Operations GmbH | 10,338 | $71.8K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,281 | $71.5K | 0.00% | +10,281 | New |
| Los Angeles Capital Management LLC | 10,171 | $70.7K | 0.00% | +9,290+1,054.5% | Added |
| Pinnacle Associates Ltd | 10,080 | $70.1K | 0.00% | −134−1.3% | Reduced |
| Cherokee Insurance Co | 10,000 | $69.5K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,986 | $69.4K | 0.00% | −15,049−60.1% | Reduced |
| LSV Asset Management | 9,800 | $68.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,474 | $65.8K | 0.00% | +9,474 | New |
| Security National Bank | 8,087 | $56.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 7,923 | $55.0K | 0.04% | −5,248−39.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,604 | $52.8K | 0.01% | +3,372+79.7% | Added |
| Caitong International Asset Management Co., Ltd | 7,424 | $51.6K | 0.01% | +7,423+742,300.0% | Added |
| Farther Finance Advisors, LLC | 7,291 | $50.3K | 0.00% | −1,101−13.1% | Reduced |
| Huntington National Bank | 7,113 | $49.4K | 0.00% | −2,345−24.8% | Reduced |
| Rockefeller Capital Management L.P. | 6,445 | $44.8K | 0.00% | −4,135−39.1% | Reduced |
| KBC Group NV | 6,196 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,855 | $40.7K | 0.00% | −4,151−41.5% | Reduced |