Skip to main content

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.

Institutional holdersQ2 2026: 403 institutions
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 heldQ2 2026: $1.48B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q1 2026.

Institutions holding WEN in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
PDS Planning, Inc19,314$160.1K0.01%+5,720+42.1%Added
Ensign Peak Advisors, Inc19,740$163.6K0.00%−8,450−30.0%Reduced
VARCOV Co.19,793$164.1K0.06%−67,492−77.3%Reduced
Frec Markets, Inc.20,393$169.1K0.02%−44,649−68.6%Reduced
Vista Investment Partners LLC20,792$172.4K0.04%+20,792New
Everhart Financial Group, Inc.20,953$173.7K0.01%−42−0.2%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH21,151$175.3K0.00%−2,794−11.7%Reduced
Pictet Asset Management Holding SA22,159$183.7K0.00%−4,919−18.2%Reduced
Robertson Stephens Wealth Management, LLC22,232$184.3K0.00%−2,000−8.3%Reduced
The PNC Financial Services Group, Inc.22,541$186.9K0.00%+10,083+80.9%Added
Maryland State Retirement & Pension System22,665$187.9K0.00%−9,844−30.3%Reduced
ProShare Advisors LLC23,139$191.8K0.00%+23,139New
Sanctuary Advisors, LLC23,363$193.7K0.00%+5,610+31.6%Added
Wiley Bros.-Aintree Capital, LLC23,580$195.5K0.00%+2,408+11.4%Added
Virtu Financial LLC23,607$196.0K0.01%+23,607New
J. Safra Sarasin Holding AG23,919$198.3K0.00%+23,919New
Intech Investment Management LLC23,934$198.4K0.00%+23,934New
Nisa Investment Advisors, LLC24,495$203.1K0.00%+836+3.5%Added
Boyar Asset Management Inc.24,534$203.4K0.12%−1,208−4.7%Reduced
Janney Montgomery Scott LLC24,596$204.0K0.00%−54,074−68.7%Reduced
Spreng Capital Management, Inc.24,850$206.0K0.07%+24,850New
Westend Capital Management, LLC25,000$207.3K0.05%+25,000New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.25,053$207.7K0.00%−1,365−5.2%Reduced
Cambridge Investment Research Advisors, Inc.25,062$208.0K0.00%−3,669−12.8%Reduced
Hantz Financial Services, Inc.25,043$208.0K0.00%+6,655+36.2%Added
Keybank National Association25,382$210.4K0.00%+25,382New
Jane Street Group, LLC26,347$218.4K0.00%−1,675,761−98.5%Reduced
Marex Group plc26,765$221.9K0.00%−13,795−34.0%Reduced
Sequoia Financial Advisors, LLC27,105$224.7K0.00%−36,078−57.1%Reduced
Fox Run Management, L.L.C.27,184$225.4K0.04%+27,184New
Yousif Capital Management, LLC27,628$229.0K0.00%+183+0.7%Added
Jones Financial Companies LLLP29,693$231.6K0.00%−962−3.1%Reduced
Action Point Financial Planning, LLC28,815$238.9K0.02%+28,815New
Fifth Third Bancorp29,897$247.8K0.00%−844−2.7%Reduced
SRS Capital Advisors, Inc.30,168$250.1K0.00%+28,320+1,532.5%Added
Voya Investment Management LLC30,226$250.6K0.00%+16,781+124.8%Added
Colony Group, LLC30,262$250.9K0.00%−1,017,185−97.1%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC30,683$254.4K0.00%+11,514+60.1%Added
DRW Securities, LLC31,036$257.3K0.02%−9,110−22.7%Reduced
Optimist Retirement Group LLC31,051$257.4K0.10%00.0%Unchanged
STRS Ohio31,400$260.3K0.00%+27,572+720.3%Added
Pathstone Holdings, LLC31,428$260.5K0.00%−20,032−38.9%Reduced
NCM Capital Management, LLC31,534$261.4K0.08%00.0%Unchanged
Barnett & Company, Inc.32,100$266.1K0.20%+15,500+93.4%Added
Annis Gardner Whiting Capital Advisors, LLC33,495$277.3K0.04%00.0%Unchanged
JustInvest LLC34,740$288.0K0.00%+7,692+28.4%Added
Cerity Partners LLC34,749$288.1K0.00%−110,451−76.1%Reduced
Quadrature Capital Ltd34,878$289.1K0.00%+21,438+159.5%Added
Atlas Brown,Inc.35,000$290.1K0.08%+5,000+16.7%Added
Oregon Public Employees Retirement Fund35,800$296.8K0.00%−300−0.8%Reduced
State of Tennessee, Treasury Department35,874$297.4K0.00%00.0%Unchanged
Landscape Capital Management, L.L.C.36,921$306.1K0.02%−419,987−91.9%Reduced
Teachers Retirement System of the State of Kentucky38,963$323.0K0.00%00.0%Unchanged
HighTower Advisors, LLC39,011$323.4K0.00%−11,475−22.7%Reduced
Worldquant Millennium Advisors LLC39,109$324.2K0.00%−70,799−64.4%Reduced
Vanguard Investments Australia, Ltd.39,577$328.1K0.00%00.0%Unchanged
Amundi40,301$334.1K0.00%+15,948+65.5%Added
Kestra Private Wealth Services, LLC40,720$337.6K0.00%+40,720New
PVG Asset Management Corp41,447$343.6K0.20%−9,010−17.9%Reduced
Amalgamated Bank42,591$353.0K0.00%−7,824−15.5%Reduced
D. E. Shaw & Co., Inc.43,067$357.0K0.00%+43,067New
Bayesian Capital Management, LP43,100$357.3K0.23%−58,000−57.4%Reduced
Ancora Advisors, LLC43,300$359.0K0.01%+43,300New
Arizona State Retirement System44,647$370.1K0.00%+208+0.5%Added
Toroso Investments, LLC44,724$370.8K0.00%−4,573−9.3%Reduced
New York State Common Retirement Fund45,500$377.2K0.00%−42,931−48.5%Reduced
Lighthouse Investment Partners, LLC45,950$380.9K0.01%+45,950New
Probity Advisors, Inc.47,527$394.0K0.06%+4,520+10.5%Added
Police & Firemen's Retirement System of New Jersey47,962$397.6K0.00%−20,421−29.9%Reduced
M&T Bank Corp48,496$401.9K0.00%−26,609−35.4%Reduced
Kimelman & Baird, LLC50,355$417.4K0.03%00.0%Unchanged
New Age Alpha Advisors, LLC51,409$426.2K0.02%+51,409New
Mercer Global Advisors Inc51,725$428.8K0.00%−27,126−34.4%Reduced
State Board of Administration of Florida Retirement System51,947$430.6K0.00%−144,657−73.6%Reduced
Evergreen Capital Management LLC52,155$432.4K0.01%−9,417−15.3%Reduced
Neuberger Berman Group LLC56,192$465.8K0.00%+5,093+10.0%Added
Advisory Services Network, LLC57,527$476.9K0.01%+4,756+9.0%Added
Vanguard Global Advisers, LLC59,790$495.7K0.00%−4,464−6.9%Reduced
Truist Financial Corp59,886$496.5K0.00%+280.0%Added
Legacy Capital Group California, Inc.60,186$498.9K0.15%−1,500−2.4%Reduced
State of Wisconsin Investment Board63,130$523.3K0.00%+47,072+293.1%Added
State of Alaska, Department of Revenue63,508$525.0K0.01%−26,554−29.5%Reduced
Cetera Investment Advisers64,167$531.9K0.00%−5,309−7.6%Reduced
Russell Investments Group, Ltd.65,386$542.1K0.00%+23,673+56.8%Added
Advisor Group Holdings, Inc.65,504$543.0K0.00%+29,473+81.8%Added
T3 Companies, LLC66,000$547.1K0.63%+66,000New
Captrust Financial Advisors66,304$549.7K0.00%−11,896−15.2%Reduced
KLP Kapitalforvaltning AS67,400$558.7K0.00%−38,200−36.2%Reduced
Mariner, LLC67,407$558.8K0.00%+67,407New
Louisiana State Employees Retirement System69,300$574.5K0.01%−800−1.1%Reduced
Mitsubishi UFJ Trust & Banking Corp71,378$591.7K0.00%+40,173+128.7%Added
Envestnet Asset Management Inc74,030$613.7K0.00%+28,508+62.6%Added
International Assets Investment Management, LLC69,100$617.8K0.04%+7,675+12.5%Added
Mirae Asset Global ETFs Holdings Ltd.74,564$618.1K0.00%+74,564New
Zurcher Kantonalbank (Zurich Cantonalbank)75,438$625.4K0.00%−44,213−37.0%Reduced
Stifel Financial Corp77,054$638.8K0.00%+20,591+36.5%Added
Wealth Enhancement Advisory Services, LLC91,902$693.9K0.00%+3,134+3.5%Added
Gabelli Funds LLC84,000$696.4K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The86,902$720.4K0.00%+49,124+130.0%Added
Krane Funds Advisors LLC87,409$724.6K0.03%+23,677+37.2%Added