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 |
|---|---|---|---|---|---|
| VARCOV Co. | 19,793 | $164.1K | 0.06% | −67,492−77.3% | Reduced |
| Ensign Peak Advisors, Inc | 19,740 | $163.6K | 0.00% | −8,450−30.0% | Reduced |
| PDS Planning, Inc | 19,314 | $160.1K | 0.01% | +5,720+42.1% | Added |
| Polymer Capital Management (US) LLC | 19,125 | $158.5K | 0.02% | +19,125 | New |
| Citizens Financial Group Inc | 18,607 | $154.3K | 0.00% | +18,607 | New |
| Signaturefd, LLC | 18,447 | $152.9K | 0.00% | +5,424+41.6% | Added |
| R Squared Ltd | 18,412 | $152.6K | 0.08% | +5,792+45.9% | Added |
| Mutual of America Capital Management LLC | 18,108 | $150.1K | 0.00% | +23+0.1% | Added |
| Public Employees Retirement Association of Colorado | 17,733 | $147.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,603 | $145.9K | 0.00% | +2,652+17.7% | Added |
| MAI Capital Management | 17,367 | $144.0K | 0.00% | −2,223−11.3% | Reduced |
| Franklin Resources Inc | 17,013 | $141.0K | 0.00% | −182,318−91.5% | Reduced |
| Everence Capital Management Inc | 16,928 | $140.0K | 0.01% | −2,535−13.0% | Reduced |
| 71 West Capital Partners | 16,761 | $138.9K | 0.00% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 16,588 | $137.5K | 0.03% | +16,588 | New |
| United Capital Financial Advisers, LLC | 16,403 | $136.0K | 0.00% | −9,422−36.5% | Reduced |
| FSM Wealth Advisors, LLC | 16,398 | $135.9K | 0.01% | −236−1.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,193 | $134.2K | 0.00% | −353−2.1% | Reduced |
| CIBC Asset Management Inc | 16,102 | $133.5K | 0.00% | −372−2.3% | Reduced |
| CIBC Bancorp USA Inc. | 15,872 | $131.6K | 0.00% | +489+3.2% | Added |
| HB Wealth Management, LLC | 15,736 | $130.5K | 0.00% | −13,398−46.0% | Reduced |
| Xponance, Inc. | 15,718 | $130.3K | 0.00% | −2,634−14.4% | Reduced |
| AlphaCore Capital LLC | 15,663 | $129.8K | 0.00% | +920+6.2% | Added |
| Catalyst Funds Management Pty Ltd | 15,600 | $129.3K | 0.01% | −7,900−33.6% | Reduced |
| Vise Technologies, Inc. | 15,583 | $129.2K | 0.00% | −20,480−56.8% | Reduced |
| Warren Averett Asset Management, LLC | 15,374 | $127.5K | 0.00% | −2,228−12.7% | Reduced |
| PFG Investments, LLC | 15,107 | $125.2K | 0.00% | +15,107 | New |
| Allspring Global Investments Holdings, LLC | 14,406 | $125.2K | 0.00% | +1,825+14.5% | Added |
| Verition Fund Management LLC | 15,100 | $125.2K | 0.00% | −288,940−95.0% | Reduced |
| We Are One Seven, LLC | 15,098 | $125.2K | 0.00% | −2,583−14.6% | Reduced |
| Cooper/Haims Advisors, LLC | 15,000 | $124.3K | 0.05% | +15,000 | New |
| ESL Trust Services, LLC | 14,866 | $123.2K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,800 | $122.7K | 0.00% | −253−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 14,758 | $122.3K | 0.00% | +14,758 | New |
| Towerview LLC | 14,500 | $120.2K | 0.08% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 14,400 | $119.4K | 0.00% | −1,282−8.2% | Reduced |
| Abc Arbitrage SA | 14,196 | $117.7K | 0.01% | +14,196 | New |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $107.8K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,969 | $107.5K | 0.01% | +20.0% | Added |
| Capital Investment Advisors, LLC | 12,854 | $106.6K | 0.00% | +258+2.0% | Added |
| GWM Advisors LLC | 12,832 | $106.4K | 0.00% | +12,058+1,557.9% | Added |
| Whitcomb & Hess, Inc. | 12,793 | $106.1K | 0.02% | +247+2.0% | Added |
| Stelac Advisory Services LLC | 12,706 | $105.3K | 0.02% | +12,706 | New |
| Perigon Wealth Management, LLC | 12,605 | $104.5K | 0.00% | +12,605 | New |
| Geneos Wealth Management Inc. | 12,500 | $103.6K | 0.00% | −1,600−11.3% | Reduced |
| Sowell Financial Services LLC | 12,485 | $103.5K | 0.00% | +1,575+14.4% | Added |
| Ausdal Financial Partners, Inc. | 12,440 | $103.1K | 0.00% | −4,700−27.4% | Reduced |
| Syon Capital LLC | 12,071 | $100.1K | 0.00% | −12,885−51.6% | Reduced |
| Ballentine Partners, LLC | 12,023 | $99.7K | 0.00% | −7,126−37.2% | Reduced |
| Crossmark Global Holdings, Inc. | 12,004 | $99.5K | 0.00% | −798−6.2% | Reduced |
| US Bancorp | 11,846 | $98.2K | 0.00% | −533−4.3% | Reduced |
| 1st Source Bank | 11,785 | $97.7K | 0.00% | −1,120−8.7% | Reduced |
| Citadel Advisors LLC | 11,723 | $97.2K | 0.00% | −1,956,122−99.4% | Reduced |
| Swiss Life Asset Management Ltd | 11,636 | $96.5K | 0.00% | +1,056+10.0% | Added |
| Johnson Investment Counsel Inc | 11,501 | $95.3K | 0.00% | −573−4.7% | Reduced |
| AlphaGrep UK Ltd | 11,293 | $93.6K | 0.03% | −3,701−24.7% | Reduced |
| OneAscent Investment Solutions LLC | 11,184 | $92.7K | 0.09% | +11,184 | New |
| Bull Harbor Capital LLC | 11,069 | $91.8K | 0.02% | +282+2.6% | Added |
| Sargent Investment Group, LLC | 10,928 | $90.6K | 0.01% | +499+4.8% | Added |
| Virginia Retirement Systems Et Al | 10,700 | $88.7K | 0.00% | +10,700 | New |
| Allworth Financial LP | 10,597 | $87.8K | 0.00% | −1,329−11.1% | Reduced |
| Independent Financial Group, LLC | 10,430 | $86.5K | 0.00% | +10,430 | New |
| Philip James Wealth Mangement, LLC | 10,210 | $84.6K | 0.01% | +10,210 | New |
| Stratos Wealth Partners, LTD. | 10,177 | $84.4K | 0.00% | +10,177 | New |
| Cherokee Insurance Co | 10,000 | $82.9K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 9,800 | $81.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9,643 | $80.0K | 0.05% | +1,720+21.7% | Added |
| Chicago Partners Investment Group LLC | 10,964 | $78.6K | 0.00% | +10,964 | New |
| GAMMA Investing LLC | 8,889 | $73.7K | 0.00% | −4,788−35.0% | Reduced |
| Concurrent Investment Advisors, LLC | 8,361 | $69.3K | 0.00% | +8,361 | New |
| Public Employees Retirement System of Ohio | 8,265 | $68.5K | 0.00% | −45,329−84.6% | Reduced |
| Security National Bank | 8,091 | $67.1K | 0.01% | +40.0% | Added |
| Rockefeller Capital Management L.P. | 7,368 | $61.1K | 0.00% | +923+14.3% | Added |
| Farther Finance Advisors, LLC | 7,345 | $60.9K | 0.00% | +54+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,596 | $54.7K | 0.01% | −1,008−13.3% | Reduced |
| Huntington National Bank | 6,552 | $54.3K | 0.00% | −561−7.9% | Reduced |
| KBC Group NV | 6,196 | $51.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5,887 | $48.8K | 0.01% | +1,285+27.9% | Added |
| Tower Research Capital LLC (TRC) | 5,663 | $46.9K | 0.00% | −9,426−62.5% | Reduced |
| SBI Securities Co., Ltd. | 5,309 | $44.0K | 0.00% | +1,226+30.0% | Added |
| Eurizon Capital SGR S.p.A. | 5,210 | $43.0K | 0.00% | +1,208+30.2% | Added |
| Nykredit A/S | 4,410 | $36.6K | 0.00% | +4,410 | New |
| Cassaday & Co Wealth Management LLC | 4,250 | $35.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,213 | $34.9K | 0.00% | −1,590−27.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,007 | $33.2K | 0.00% | +540+15.6% | Added |
| Federation des caisses Desjardins du Quebec | 3,900 | $32.3K | 0.00% | −5,574−58.8% | Reduced |
| Harbour Investments, Inc. | 3,855 | $32.0K | 0.00% | +1,638+73.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,818 | $31.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,273 | $27.1K | 0.00% | +3,273 | New |
| Belvedere Trading LLC | 3,243 | $26.9K | 0.00% | +3,243 | New |
| Hilton Head Capital Partners, LLC | 3,192 | $26.5K | 0.01% | −2,495−43.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,131 | $26.0K | 0.00% | +24+0.8% | Added |
| Investors Research Corp | 3,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,805 | $23.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,693 | $22.3K | 0.00% | −695−20.5% | Reduced |
| Quent Capital, LLC | 2,686 | $22.3K | 0.00% | −3,169−54.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,508 | $20.8K | 0.00% | −287−10.3% | Reduced |
| Salomon & Ludwin, LLC | 2,231 | $19.9K | 0.00% | −721−24.4% | Reduced |
| Mather Group, LLC. | 2,263 | $18.8K | 0.00% | 00.0% | Unchanged |
| Symmetry Investments LP | 2,200 | $18.2K | 0.00% | +2,200 | New |