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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, Q3 2026

Institutional positions in Wendy's Co as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
4
+1 vs. Q2 2026
Shares held
6.66K
+499 (+8.1%) vs. Q2 2026
Total value
$42.0K
−$9.01K (−17.6%) vs. Q2 2026
New holders
1
2 more added
Sold out
0
1 more reduced

400 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 324 institutionsQ2 2021: 337 institutionsQ3 2021: 351 institutionsQ4 2021: 364 institutionsQ1 2022: 356 institutionsQ2 2022: 341 institutionsQ3 2022: 336 institutionsQ4 2022: 348 institutionsQ1 2023: 343 institutionsQ2 2023: 360 institutionsQ3 2023: 351 institutionsQ4 2023: 388 institutionsQ1 2024: 364 institutionsQ2 2024: 392 institutionsQ3 2024: 394 institutionsQ4 2024: 425 institutionsQ1 2025: 424 institutionsQ2 2025: 402 institutionsQ3 2025: 403 institutionsQ4 2025: 429 institutionsQ1 2026: 412 institutionsQ2 2026: 403 institutions
Value held
Q1 2021: $3.28BQ2 2021: $3.53BQ3 2021: $3.40BQ4 2021: $3.61BQ1 2022: $3.33BQ2 2022: $2.86BQ3 2022: $2.85BQ4 2022: $3.48BQ1 2023: $3.60BQ2 2023: $3.57BQ3 2023: $3.54BQ4 2023: $3.42BQ1 2024: $3.30BQ2 2024: $2.98BQ3 2024: $3.13BQ4 2024: $3.04BQ1 2025: $2.76BQ2 2025: $2.25BQ3 2025: $1.67BQ4 2025: $1.59BQ1 2026: $1.33BQ2 2026: $1.48B
Institutions holding WEN and their total value by quarter
QuarterHoldersValue
Q2 2026403$1.48B
Q1 2026412$1.33B
Q4 2025429$1.59B
Q3 2025403$1.67B
Q2 2025402$2.25B
Q1 2025424$2.76B
Q4 2024425$3.04B
Q3 2024394$3.13B
Q2 2024392$2.98B
Q1 2024364$3.30B
Q4 2023388$3.42B
Q3 2023351$3.54B
Q2 2023360$3.57B
Q1 2023343$3.60B
Q4 2022348$3.48B
Q3 2022336$2.85B
Q2 2022341$2.86B
Q1 2022356$3.33B
Q4 2021364$3.61B
Q3 2021351$3.40B
Q2 2021337$3.53B
Q1 2021324$3.28B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q2 2026.

Institutions holding WEN in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Salomon & Ludwin, LLC––––Not filed
Mather Group, LLC.––––Not filed
Symmetry Investments LP––––Not filed
Hazlett, Burt & Watson, Inc.––––Not filed
IFG Advisory, LLC––––Not filed
Larson Financial Group LLC––––Not filed
ZRC Wealth Management, LLC––––Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP––––Not filed
Nomura Asset Management Co Ltd––––Not filed
Spurstone Advisory Services, LLC––––Not filed
Umb Bank N A––––Not filed
Rothschild Investment LLC––––Not filed
Ares Financial Consulting, LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
First United Bank Trust––––Not filed
Spire Wealth Management––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Atlantic Trust, LLC––––Not filed
Gables Capital Management Inc.––––Not filed
Hoese & Co LLP––––Not filed
CoreCap Advisors, LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
Creative Financial Designs Inc––––Not filed
Assetmark, Inc––––Not filed
Stone House Investment Management, LLC––––Not filed
Sachetta, LLC––––Not filed
Los Angeles Capital Management LLC––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Medallion Wealth Advisors, LLC––––Not filed
Optiver Holding B.V.––––Not filed
Pittenger & Anderson Inc––––Not filed
Align Financial, LLC––––Not filed
Sterling Capital Management LLC––––Not filed
Tounjian Advisory Partners, LLC––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
Atlantic Union Bankshares Corp––––Not filed
Indiana Trust & Investment Management CO––––Not filed
Crews Bank & Trust––––Not filed
N.E.W. Advisory Services LLC––––Not filed
Community Financial Services Group, LLC––––Not filed
JPL Wealth Management, LLC––––Not filed
Financial Management Professionals, Inc.––––Not filed
Harbor Investment Advisory, LLC––––Not filed
Key Capital Management, INC––––Not filed
IFP Advisors, Inc––––Not filed
True Wealth Design, LLC––––Not filed
Commonwealth Retirement Investments LLC––––Not filed
Triumph Capital Management––––Not filed
Alerus Financial NA––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
Bare Financial Services, Inc––––Not filed
St Germain D J Co Inc––––Not filed
Princeton Global Asset Management LLC––––Not filed
Bogart Wealth, LLC––––Not filed
Abound Wealth Management––––Not filed
RMG Wealth Management LLC––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed
National Bank of Canada––––Not filed
First Community Trust NA––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Kilter Group LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Horizon Bancorp Inc––––Not filed
Avion Wealth––––Not filed
Cornerstone Planning Group LLC––––Not filed
First Command Advisory Services, Inc.––––Not filed
Washington Trust Advisors, Inc.––––Not filed
Horizon Investments, LLC––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
SHP Wealth Management––––Not filed
First National Bank––––Not filed
LRI Investments, LLC––––Not filed
Rialto Wealth Management, LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
HighMark Wealth Management LLC––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
Essential Partners LLC––––Not filed
Gill Capital Partners, LLC––––Not filed
TD Capital Management LLC––––Not filed
Trust Co of Vermont––––Not filed
Ankerstar Wealth, LLC––––Not filed
UMA Financial Services, Inc.––––Not filed
MV Capital Management, Inc.––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Gilpin Wealth Management, LLC––––Not filed
West Paces Advisors Inc.––––Not filed
IAG Wealth Partners, LLC––––Not filed
Beacon Investment Advisory Services, Inc.––––Not filed
Clearstead Advisors, LLC––––Not filed
Davis Capital Management––––Not filed
Buck Wealth Strategies, LLC––––Not filed
ROSS\JOHNSON & Associates LLC––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Walleye Capital LLC––––Not filed
Wolff Wiese Magana LLC––––Not filed