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, Q2 2026
Institutional positions in Wendy's Co as of Jun 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
- Institutional holders
- 403
- −3 vs. Q1 2026
- Shares held
- 179.0M
- −11.7M (−6.1%) vs. Q1 2026
- Total value
- $1.48B
- +$156.5M (+11.8%) vs. Q1 2026
- New holders
- 78
- 131 more added
- Sold out
- 81
- 138 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CX Institutional | 1,931 | $16.0K | 0.00% | +39+2.1% | Added |
| IFG Advisory, LLC | 1,946 | $16.1K | 0.00% | +1,946 | New |
| Hazlett, Burt & Watson, Inc. | 2,125 | $18.0K | 0.00% | −425−16.7% | Reduced |
| Symmetry Investments LP | 2,200 | $18.2K | 0.00% | +2,200 | New |
| Mather Group, LLC. | 2,263 | $18.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,231 | $19.9K | 0.00% | −721−24.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,508 | $20.8K | 0.00% | −287−10.3% | Reduced |
| Quent Capital, LLC | 2,686 | $22.3K | 0.00% | −3,169−54.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,693 | $22.3K | 0.00% | −695−20.5% | Reduced |
| Pflug Koory, LLC | 2,805 | $23.3K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 3,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,131 | $26.0K | 0.00% | +24+0.8% | Added |
| Hilton Head Capital Partners, LLC | 3,192 | $26.5K | 0.01% | −2,495−43.9% | Reduced |
| Belvedere Trading LLC | 3,243 | $26.9K | 0.00% | +3,243 | New |
| Global Retirement Partners, LLC | 3,273 | $27.1K | 0.00% | +3,273 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,818 | $31.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,855 | $32.0K | 0.00% | +1,638+73.9% | Added |
| Federation des caisses Desjardins du Quebec | 3,900 | $32.3K | 0.00% | −5,574−58.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,007 | $33.2K | 0.00% | +540+15.6% | Added |
| Massmutual Trust Co FSB | 4,213 | $34.9K | 0.00% | −1,590−27.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,250 | $35.2K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 4,410 | $36.6K | 0.00% | +4,410 | New |
| Eurizon Capital SGR S.p.A. | 5,210 | $43.0K | 0.00% | +1,208+30.2% | Added |
| SBI Securities Co., Ltd. | 5,309 | $44.0K | 0.00% | +1,226+30.0% | Added |
| Tower Research Capital LLC (TRC) | 5,663 | $46.9K | 0.00% | −9,426−62.5% | Reduced |
| SJS Investment Consulting Inc. | 5,887 | $48.8K | 0.01% | +1,285+27.9% | Added |
| KBC Group NV | 6,196 | $51.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6,552 | $54.3K | 0.00% | −561−7.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,596 | $54.7K | 0.01% | −1,008−13.3% | Reduced |
| Farther Finance Advisors, LLC | 7,345 | $60.9K | 0.00% | +54+0.7% | Added |
| Rockefeller Capital Management L.P. | 7,368 | $61.1K | 0.00% | +923+14.3% | Added |
| Security National Bank | 8,091 | $67.1K | 0.01% | +40.0% | Added |
| Public Employees Retirement System of Ohio | 8,265 | $68.5K | 0.00% | −45,329−84.6% | Reduced |
| Concurrent Investment Advisors, LLC | 8,361 | $69.3K | 0.00% | +8,361 | New |
| GAMMA Investing LLC | 8,889 | $73.7K | 0.00% | −4,788−35.0% | Reduced |
| Chicago Partners Investment Group LLC | 10,964 | $78.6K | 0.00% | +10,964 | New |
| Covestor Ltd | 9,643 | $80.0K | 0.05% | +1,720+21.7% | Added |
| LSV Asset Management | 9,800 | $81.0K | 0.00% | 00.0% | Unchanged |
| Cherokee Insurance Co | 10,000 | $82.9K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,177 | $84.4K | 0.00% | +10,177 | New |
| Philip James Wealth Mangement, LLC | 10,210 | $84.6K | 0.01% | +10,210 | New |
| Independent Financial Group, LLC | 10,430 | $86.5K | 0.00% | +10,430 | New |
| Allworth Financial LP | 10,597 | $87.8K | 0.00% | −1,329−11.1% | Reduced |
| Virginia Retirement Systems Et Al | 10,700 | $88.7K | 0.00% | +10,700 | New |
| Sargent Investment Group, LLC | 10,928 | $90.6K | 0.01% | +499+4.8% | Added |
| Bull Harbor Capital LLC | 11,069 | $91.8K | 0.02% | +282+2.6% | Added |
| OneAscent Investment Solutions LLC | 11,184 | $92.7K | 0.09% | +11,184 | New |
| AlphaGrep UK Ltd | 11,293 | $93.6K | 0.03% | −3,701−24.7% | Reduced |
| Johnson Investment Counsel Inc | 11,501 | $95.3K | 0.00% | −573−4.7% | Reduced |
| Swiss Life Asset Management Ltd | 11,636 | $96.5K | 0.00% | +1,056+10.0% | Added |
| Citadel Advisors LLC | 11,723 | $97.2K | 0.00% | −1,956,122−99.4% | Reduced |
| 1st Source Bank | 11,785 | $97.7K | 0.00% | −1,120−8.7% | Reduced |
| US Bancorp | 11,846 | $98.2K | 0.00% | −533−4.3% | Reduced |
| Crossmark Global Holdings, Inc. | 12,004 | $99.5K | 0.00% | −798−6.2% | Reduced |
| Ballentine Partners, LLC | 12,023 | $99.7K | 0.00% | −7,126−37.2% | Reduced |
| Syon Capital LLC | 12,071 | $100.1K | 0.00% | −12,885−51.6% | Reduced |
| Ausdal Financial Partners, Inc. | 12,440 | $103.1K | 0.00% | −4,700−27.4% | Reduced |
| Sowell Financial Services LLC | 12,485 | $103.5K | 0.00% | +1,575+14.4% | Added |
| Geneos Wealth Management Inc. | 12,500 | $103.6K | 0.00% | −1,600−11.3% | Reduced |
| Perigon Wealth Management, LLC | 12,605 | $104.5K | 0.00% | +12,605 | New |
| Stelac Advisory Services LLC | 12,706 | $105.3K | 0.02% | +12,706 | New |
| Whitcomb & Hess, Inc. | 12,793 | $106.1K | 0.02% | +247+2.0% | Added |
| GWM Advisors LLC | 12,832 | $106.4K | 0.00% | +12,058+1,557.9% | Added |
| Capital Investment Advisors, LLC | 12,854 | $106.6K | 0.00% | +258+2.0% | Added |
| North Star Investment Management Corp. | 12,969 | $107.5K | 0.01% | +20.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $107.8K | 0.02% | 00.0% | Unchanged |
| Abc Arbitrage SA | 14,196 | $117.7K | 0.01% | +14,196 | New |
| TCG Advisory Services, LLC | 14,400 | $119.4K | 0.00% | −1,282−8.2% | Reduced |
| Towerview LLC | 14,500 | $120.2K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,758 | $122.3K | 0.00% | +14,758 | New |
| Kestra Advisory Services, LLC | 14,800 | $122.7K | 0.00% | −253−1.7% | Reduced |
| ESL Trust Services, LLC | 14,866 | $123.2K | 0.02% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 15,000 | $124.3K | 0.05% | +15,000 | New |
| We Are One Seven, LLC | 15,098 | $125.2K | 0.00% | −2,583−14.6% | Reduced |
| Verition Fund Management LLC | 15,100 | $125.2K | 0.00% | −288,940−95.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,406 | $125.2K | 0.00% | +1,825+14.5% | Added |
| PFG Investments, LLC | 15,107 | $125.2K | 0.00% | +15,107 | New |
| Warren Averett Asset Management, LLC | 15,374 | $127.5K | 0.00% | −2,228−12.7% | Reduced |
| Vise Technologies, Inc. | 15,583 | $129.2K | 0.00% | −20,480−56.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 15,600 | $129.3K | 0.01% | −7,900−33.6% | Reduced |
| AlphaCore Capital LLC | 15,663 | $129.8K | 0.00% | +920+6.2% | Added |
| Xponance, Inc. | 15,718 | $130.3K | 0.00% | −2,634−14.4% | Reduced |
| HB Wealth Management, LLC | 15,736 | $130.5K | 0.00% | −13,398−46.0% | Reduced |
| CIBC Bancorp USA Inc. | 15,872 | $131.6K | 0.00% | +489+3.2% | Added |
| CIBC Asset Management Inc | 16,102 | $133.5K | 0.00% | −372−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,193 | $134.2K | 0.00% | −353−2.1% | Reduced |
| FSM Wealth Advisors, LLC | 16,398 | $135.9K | 0.01% | −236−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 16,403 | $136.0K | 0.00% | −9,422−36.5% | Reduced |
| Sagewood Asset Management LP | 16,588 | $137.5K | 0.03% | +16,588 | New |
| 71 West Capital Partners | 16,761 | $138.9K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 16,928 | $140.0K | 0.01% | −2,535−13.0% | Reduced |
| Franklin Resources Inc | 17,013 | $141.0K | 0.00% | −182,318−91.5% | Reduced |
| MAI Capital Management | 17,367 | $144.0K | 0.00% | −2,223−11.3% | Reduced |
| Parallel Advisors, LLC | 17,603 | $145.9K | 0.00% | +2,652+17.7% | Added |
| Public Employees Retirement Association of Colorado | 17,733 | $147.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 18,108 | $150.1K | 0.00% | +23+0.1% | Added |
| R Squared Ltd | 18,412 | $152.6K | 0.08% | +5,792+45.9% | Added |
| Signaturefd, LLC | 18,447 | $152.9K | 0.00% | +5,424+41.6% | Added |
| Citizens Financial Group Inc | 18,607 | $154.3K | 0.00% | +18,607 | New |
| Polymer Capital Management (US) LLC | 19,125 | $158.5K | 0.02% | +19,125 | New |