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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 5,803 | $40.3K | 0.00% | +2,240+62.9% | Added |
| MetLife Investment Management | 5,773 | $40.1K | 0.00% | −212−3.5% | Reduced |
| Gen-Wealth Partners Inc | 5,765 | $40.1K | 0.01% | +1,811+45.8% | Added |
| Hilton Head Capital Partners, LLC | 5,687 | $39.5K | 0.02% | +2,080+57.7% | Added |
| Nomura Asset Management Co Ltd | 5,300 | $36.8K | 0.00% | +4,300+430.0% | Added |
| Bangor Savings Bank | 5,000 | $34.8K | 0.00% | +4,000+400.0% | Added |
| SJS Investment Consulting Inc. | 4,602 | $32.0K | 0.00% | +4,602 | New |
| Cassaday & Co Wealth Management LLC | 4,250 | $29.5K | 0.00% | +4,250 | New |
| SBI Securities Co., Ltd. | 4,083 | $28.4K | 0.00% | +1,478+56.7% | Added |
| Eurizon Capital SGR S.p.A. | 4,002 | $27.3K | 0.00% | +4,002 | New |
| STRS Ohio | 3,828 | $26.6K | 0.00% | −6−0.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,818 | $26.5K | 0.00% | +3,605+1,692.5% | Added |
| Sterling Capital Management LLC | 3,534 | $24.6K | 0.00% | −2,305−39.5% | Reduced |
| ZRC Wealth Management, LLC | 3,469 | $24.1K | 0.01% | +1,646+90.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,467 | $24.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,388 | $23.5K | 0.00% | −6,778−66.7% | Reduced |
| Investors Research Corp | 3,000 | $20.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,989 | $20.8K | 0.00% | −4,501−60.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,107 | $20.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,952 | $20.3K | 0.00% | +1,697+135.2% | Added |
| Pflug Koory, LLC | 2,805 | $19.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,795 | $19.4K | 0.00% | +30+1.1% | Added |
| Hazlett, Burt & Watson, Inc. | 2,550 | $18.0K | 0.01% | +425+20.0% | Added |
| Mather Group, LLC. | 2,263 | $15.7K | 0.00% | +2,263 | New |
| Harbour Investments, Inc. | 2,217 | $15.4K | 0.00% | +806+57.1% | Added |
| Umb Bank N A | 2,111 | $14.7K | 0.00% | +763+56.6% | Added |
| IFP Advisors, Inc | 2,107 | $14.6K | 0.00% | −1,773−45.7% | Reduced |
| CX Institutional | 1,892 | $13.0K | 0.00% | +36+1.9% | Added |
| SRS Capital Advisors, Inc. | 1,848 | $12.8K | 0.00% | −1,406−43.2% | Reduced |
| Versant Capital Management, Inc | 1,787 | $12.4K | 0.00% | −1,947−52.1% | Reduced |
| Larson Financial Group LLC | 1,781 | $12.4K | 0.00% | −341−16.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,706 | $11.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,647 | $11.4K | 0.00% | −740−31.0% | Reduced |
| Motco | 1,599 | $11.1K | 0.00% | +182+12.8% | Added |
| Key Capital Management, INC | 1,573 | $10.9K | 0.01% | −664−29.7% | Reduced |
| Field & Main Bank | 1,500 | $10.4K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,322 | $9.12K | 0.01% | +1,322 | New |
| First United Bank Trust | 1,233 | $8.57K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,148 | $7.98K | 0.00% | +1,014+756.7% | Added |
| Farmers & Merchants Investments Inc | 1,137 | $7.90K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $6.95K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 961 | $6.68K | 0.00% | +915+1,989.1% | Added |
| Assetmark, Inc | 955 | $6.64K | 0.00% | −556−36.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 858 | $5.96K | 0.00% | −536−38.5% | Reduced |
| Sachetta, LLC | 827 | $5.75K | 0.00% | +575+228.2% | Added |
| Medallion Wealth Advisors, LLC | 800 | $5.56K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 774 | $5.38K | 0.00% | −12,124−94.0% | 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 |
| Creative Financial Designs Inc | 733 | $5.09K | 0.00% | −11−1.5% | Reduced |
| Atlantic Union Bankshares Corp | 600 | $4.17K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 568 | $3.95K | 0.00% | +560+7,000.0% | Added |
| Indiana Trust & Investment Management CO | 541 | $3.76K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 538 | $3.74K | 0.00% | +538 | New |
| Crews Bank & Trust | 531 | $3.69K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 522 | $3.63K | 0.00% | +522 | New |
| Stone House Investment Management, LLC | 505 | $3.51K | 0.00% | −276−35.3% | Reduced |
| McIlrath & Eck, LLC | 476 | $3.31K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 432 | $3.00K | 0.00% | +144+50.0% | Added |
| Financial Management Professionals, Inc. | 425 | $2.95K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 425 | $2.95K | 0.00% | +425 | New |
| Community Financial Services Group, LLC | 425 | $2.93K | 0.00% | +425 | New |
| Harbor Investment Advisory, LLC | 375 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 327 | $2.27K | 0.00% | +327 | New |
| Triumph Capital Management | 325 | $2.26K | 0.00% | −300−48.0% | Reduced |
| Alerus Financial NA | 324 | $2.25K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 308 | $2.14K | 0.00% | −1,217−79.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $2.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 290 | $2.02K | 0.00% | +274+1,712.5% | Added |
| Bare Financial Services, Inc | 286 | $1.99K | 0.00% | +286 | 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 |
| Magnolia Wealth Management, LLC | 260 | $1.81K | 0.00% | +260 | New |
| Bullseye Investment Management, LLC | 229 | $1.59K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 226 | $1.57K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 212 | $1.47K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $1.39K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 198 | $1.38K | 0.00% | +11+5.9% | Added |
| Kilter Group LLC | 189 | $1.31K | 0.00% | +68+56.2% | Added |
| Capital Advisors, Ltd. LLC | 116 | $1.00K | 0.00% | −42−26.6% | Reduced |
| Horizon Bancorp Inc | 124 | $1.00K | 0.00% | +124 | New |
| Horizon Investments, LLC | 134 | $931 | 0.00% | +58+76.3% | Added |
| Transamerica Financial Advisors, Inc. | 133 | $924 | 0.00% | +87+189.1% | Added |
| Cornerstone Planning Group LLC | 134 | $884 | 0.00% | +86+179.2% | Added |
| First Command Advisory Services, Inc. | 113 | $785 | 0.00% | +113 | New |
| TD Private Client Wealth LLC | 107 | $744 | 0.00% | +107 | New |
| Lodestone Wealth Management LLC | 97 | $674 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 93 | $648 | 0.00% | −106−53.3% | Reduced |
| Highline Wealth Partners LLC | 86 | $598 | 0.00% | +86 | New |
| Twin Peaks Wealth Advisors, LLC | 74 | $514 | 0.00% | +74 | New |
| Rialto Wealth Management, LLC | 72 | $501 | 0.00% | +15+26.3% | Added |
| SHP Wealth Management | 66 | $459 | 0.00% | +66 | New |
| Bruce G. Allen Investments, LLC | 65 | $452 | 0.00% | −35−35.0% | Reduced |
| Smartleaf Asset Management LLC | 62 | $421 | 0.00% | −6−8.8% | Reduced |
| Fortitude Family Office, LLC | 58 | $403 | 0.00% | −507−89.7% | Reduced |
| Activest Wealth Management | 54 | $375 | 0.00% | +54 | New |
| TD Capital Management LLC | 50 | $348 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 50 | $348 | 0.00% | +50 | New |
| Financial Consulate, Inc | 35 | $244 | 0.00% | +35 | New |
| Trust Co | 31 | $215 | 0.00% | 00.0% | Unchanged |