Wendy's Co
WEN- 交易所
- Nasdaq
- 產業
- Retail-Eating & Drinking Places
- SEC CIK
- 0000030697
近 90 天，Wendy's Co 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 403 家機構在 13F 申報持有，市值合計 $14.8 億；Trian 基金管理、費爾法克斯金融等 3 位大師持有。
2023 年第 3 季 13F 持有人
Wendy's Co 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 351
- 較 2023 年第 2 季 −5 家
- 持有股數
- 1.71 億
- 較 2023 年第 2 季 +739.0 萬 (+4.5%)
- 總市值
- $35.4 億
- 較 2023 年第 2 季 −$2,483 萬 (−0.7%)
- 新進機構
- 48
- 另有 124 家加碼
- 清倉機構
- 53
- 另有 119 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WEN 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 403 | $14.8 億 |
| 2026 年第 1 季 | 412 | $13.3 億 |
| 2025 年第 4 季 | 429 | $15.9 億 |
| 2025 年第 3 季 | 403 | $16.7 億 |
| 2025 年第 2 季 | 402 | $22.5 億 |
| 2025 年第 1 季 | 424 | $27.6 億 |
| 2024 年第 4 季 | 425 | $30.4 億 |
| 2024 年第 3 季 | 394 | $31.3 億 |
| 2024 年第 2 季 | 392 | $29.8 億 |
| 2024 年第 1 季 | 364 | $33.0 億 |
| 2023 年第 4 季 | 388 | $34.2 億 |
| 2023 年第 3 季 | 351 | $35.4 億 |
| 2023 年第 2 季 | 360 | $35.7 億 |
| 2023 年第 1 季 | 343 | $36.0 億 |
| 2022 年第 4 季 | 348 | $34.8 億 |
| 2022 年第 3 季 | 336 | $28.5 億 |
| 2022 年第 2 季 | 341 | $28.6 億 |
| 2022 年第 1 季 | 356 | $33.3 億 |
| 2021 年第 4 季 | 364 | $36.1 億 |
| 2021 年第 3 季 | 351 | $34.0 億 |
| 2021 年第 2 季 | 337 | $35.3 億 |
| 2021 年第 1 季 | 324 | $32.8 億 |
2023 年第 3 季持有機構
每家機構持有 Wendy's Co 的股數、市值與佔組合比重；股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 5,055 | $10.3 萬 | 0.08% | +2,013+66.2% | 加碼 |
| FinTrust Capital Advisors, LLC | 5,150 | $10.5 萬 | 0.02% | +4,322+522.0% | 加碼 |
| SG Americas Securities, LLC | 5,271 | $10.8 萬 | 0.00% | +5,271 | 新進 |
| Steward Partners Investment Advisory, LLC | 5,847 | $11.9 萬 | 0.00% | +65+1.1% | 加碼 |
| Shell Asset Management Co | 6,538 | $13.3 萬 | 0.01% | −103−1.6% | 減碼 |
| Lazard Asset Management LLC | 7,223 | $14.7 萬 | 0.00% | +3,906+117.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 7,223 | $14.7 萬 | 0.00% | +7,223 | 新進 |
| Tower Research Capital LLC (TRC) | 7,320 | $14.9 萬 | 0.00% | −21,641−74.7% | 減碼 |
| S.A. Mason LLC | 7,500 | $15.3 萬 | 0.11% | 00.0% | 不變 |
| Kapitalo Investimentos Ltda | 8,290 | $16.9 萬 | 0.02% | −15,032−64.5% | 減碼 |
| CWM, LLC | 8,538 | $17.4 萬 | 0.00% | +3,830+81.4% | 加碼 |
| PDS Planning, Inc | 8,889 | $18.1 萬 | 0.02% | +470+5.6% | 加碼 |
| Atom Investors LP | 9,985 | $20.4 萬 | 0.05% | −4,083−29.0% | 減碼 |
| Pinnacle Associates Ltd | 10,040 | $20.5 萬 | 0.00% | −100−1.0% | 減碼 |
| Everhart Financial Group, Inc. | 10,248 | $20.9 萬 | 0.09% | 00.0% | 不變 |
| Prudential Financial Inc | 10,387 | $21.2 萬 | 0.00% | −63−0.6% | 減碼 |
| KBC Group NV | 10,378 | $21.2 萬 | 0.00% | +784+8.2% | 加碼 |
| Petrus Trust Company, LTA | 10,436 | $21.3 萬 | 0.02% | +10,436 | 新進 |
| San Luis Wealth Advisors LLC | 10,535 | $21.5 萬 | 0.10% | −18,300−63.5% | 減碼 |
| Quantamental Technologies LLC | 10,625 | $21.7 萬 | 0.20% | −14,336−57.4% | 減碼 |
| Whitcomb & Hess, Inc. | 10,645 | $21.7 萬 | 0.08% | +126+1.2% | 加碼 |
| Susquehanna International Group, LLP | 11,031 | $22.5 萬 | 0.00% | −38,168−77.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 11,135 | $22.7 萬 | 0.07% | +135+1.2% | 加碼 |
| Blueshift Asset Management, LLC | 11,151 | $22.8 萬 | 0.13% | +11,151 | 新進 |
| Contravisory Investment Management, Inc. | 11,286 | $23.0 萬 | 0.07% | +136+1.2% | 加碼 |
| Johnson Investment Counsel Inc | 11,694 | $23.9 萬 | 0.00% | +30.0% | 加碼 |
| Capital Investment Advisors, LLC | 11,706 | $23.9 萬 | 0.01% | +107+0.9% | 加碼 |
| Cullen Capital Management LLC | 11,900 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 12,228 | $25.0 萬 | 0.00% | +10,100+474.6% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $26.5 萬 | 0.13% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $26.5 萬 | 0.04% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 13,391 | $27.3 萬 | 0.00% | −941−6.6% | 減碼 |
| United Services Automobile Association | 13,386 | $27.3 萬 | 0.01% | +2,917+27.9% | 加碼 |
| Maryland State Retirement & Pension System | 13,617 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 13,653 | $27.9 萬 | 0.01% | +498+3.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 13,719 | $28.0 萬 | 0.00% | −5,470−28.5% | 減碼 |
| Oppenheimer & Co Inc | 13,742 | $28.0 萬 | 0.01% | +58+0.4% | 加碼 |
| Becker Capital Management Inc | 13,765 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 14,053 | $28.7 萬 | 0.00% | −89−0.6% | 減碼 |
| Burney Co | 14,081 | $28.7 萬 | 0.01% | −235,897−94.4% | 減碼 |
| Pacer Advisors, Inc. | 14,237 | $29.1 萬 | 0.00% | −28,026−66.3% | 減碼 |
| First Republic Investment Management, Inc. | 14,300 | $29.2 萬 | 0.00% | +489+3.5% | 加碼 |
| Securian Asset Management, Inc | 14,358 | $29.3 萬 | 0.01% | −660−4.4% | 減碼 |
| ISAM Funds (UK) Ltd | 14,363 | $29.3 萬 | 0.19% | +14,363 | 新進 |
| Financial Advocates Investment Management | 14,463 | $29.5 萬 | 0.02% | +227+1.6% | 加碼 |
| HB Wealth Management, LLC | 14,656 | $29.9 萬 | 0.00% | −10.0% | 減碼 |
| XTX Topco Ltd | 14,707 | $30.0 萬 | 0.05% | +14,707 | 新進 |
| Mackenzie Financial Corp | 15,543 | $30.2 萬 | 0.00% | +15,543 | 新進 |
| CWM Advisors, LLC | 14,977 | $30.6 萬 | 0.04% | +495+3.4% | 加碼 |
| 1st Source Bank | 15,085 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 15,300 | $31.2 萬 | 0.16% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 16,111 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 15,353 | $31.3 萬 | 0.00% | +245+1.6% | 加碼 |
| Huntington National Bank | 15,560 | $31.8 萬 | 0.00% | −141−0.9% | 減碼 |
| Proequities, Inc. | 15,579 | $31.8 萬 | 0.02% | +1,951+14.3% | 加碼 |
| Toroso Investments, LLC | 15,707 | $32.1 萬 | 0.01% | +5,025+47.0% | 加碼 |
| King Wealth | 15,758 | $32.2 萬 | 0.07% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 16,026 | $32.7 萬 | 0.01% | +46+0.3% | 加碼 |
| Occudo Quantitative Strategies LP | 16,071 | $32.8 萬 | 0.04% | +16,071 | 新進 |
| Stifel Financial Corp | 16,633 | $33.9 萬 | 0.00% | −2,186−11.6% | 減碼 |
| My Legacy Advisors, LLC | 17,750 | $34.2 萬 | 0.14% | +2,114+13.5% | 加碼 |
| Dark Forest Capital Management LP | 16,869 | $34.4 萬 | 0.03% | +3,754+28.6% | 加碼 |
| IMC-Chicago, LLC | 16,921 | $34.5 萬 | 0.02% | +16,921 | 新進 |
| SageView Advisory Group, LLC | 17,051 | $34.8 萬 | 0.02% | −1,612−8.6% | 減碼 |
| Private Wealth Strategies, L.L.C. | 17,078 | $34.9 萬 | 0.09% | 00.0% | 不變 |
| We Are One Seven, LLC | 17,120 | $34.9 萬 | 0.03% | −4,207−19.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 18,207 | $37.2 萬 | 0.00% | +5,109+39.0% | 加碼 |
| Cetera Advisor Networks LLC | 18,625 | $38.0 萬 | 0.00% | +1,810+10.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 19,000 | $38.8 萬 | 0.01% | −2,500−11.6% | 減碼 |
| Arkadios Wealth Advisors | 19,405 | $39.6 萬 | 0.04% | +19,405 | 新進 |
| Public Employees Retirement Association of Colorado | 19,911 | $40.6 萬 | 0.00% | −3,894−16.4% | 減碼 |
| State of Alaska, Department of Revenue | 20,247 | $41.3 萬 | 0.01% | −650−3.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 20,493 | $41.8 萬 | 0.00% | +20,493 | 新進 |
| Capstone Investment Advisors, LLC | 20,503 | $41.8 萬 | 0.01% | +20,503 | 新進 |
| State of Wisconsin Investment Board | 20,651 | $42.1 萬 | 0.00% | +1,900+10.1% | 加碼 |
| Pictet Asset Management Holding SA | 20,960 | $42.8 萬 | 0.00% | +20,960 | 新進 |
| Bank of Nova Scotia | 21,649 | $44.2 萬 | 0.00% | −522−2.4% | 減碼 |
| Paradigm Financial Partners, LLC | 23,535 | $45.7 萬 | 0.13% | +1,130+5.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 22,800 | $46.5 萬 | 0.02% | +5,200+29.5% | 加碼 |
| Eagle Harbor Asset Management Inc | 23,257 | $47.5 萬 | 0.62% | +1,360+6.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 23,637 | $48.2 萬 | 0.06% | −27,852−54.1% | 減碼 |
| Teza Capital Management LLC | 24,039 | $49.1 萬 | 0.08% | +24,039 | 新進 |
| Empowered Funds, LLC | 24,068 | $49.1 萬 | 0.01% | +24,068 | 新進 |
| Park Avenue Securities LLC | 24,728 | $50.5 萬 | 0.01% | +410+1.7% | 加碼 |
| Pacific Global Investment Management CO | 26,487 | $54.1 萬 | 0.12% | −1,372−4.9% | 減碼 |
| Illinois Municipal Retirement Fund | 26,504 | $54.1 萬 | 0.01% | 00.0% | 不變 |
| Diametric Capital, LP | 26,761 | $54.6 萬 | 0.23% | −28,528−51.6% | 減碼 |
| Exchange Traded Concepts, LLC | 27,753 | $56.6 萬 | 0.02% | −262−0.9% | 減碼 |
| NCM Capital Management, LLC | 27,895 | $56.9 萬 | 0.41% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 27,914 | $57.0 萬 | 0.40% | +15,871+131.8% | 加碼 |
| Intech Investment Management LLC | 27,970 | $57.1 萬 | 0.01% | −11,046−28.3% | 減碼 |
| CI Private Wealth, LLC | 29,180 | $59.6 萬 | 0.00% | +707+2.5% | 加碼 |
| Axq Capital, LP | 29,900 | $61.0 萬 | 0.21% | +29,900 | 新進 |
| Dryden Capital, LLC | 30,000 | $61.2 萬 | 1.01% | +30,000 | 新進 |
| Stephens Inc | 30,295 | $61.8 萬 | 0.01% | −1,882−5.8% | 減碼 |
| Handelsbanken Fonder AB | 30,757 | $62.8 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 30,790 | $62.8 萬 | 0.00% | +1,742+6.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 31,171 | $63.6 萬 | 0.00% | −2,175−6.5% | 減碼 |
| Linden Thomas Advisory Services, LLC | 32,450 | $66.2 萬 | 0.15% | −817−2.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 33,056 | $67.5 萬 | 0.02% | +7,011+26.9% | 加碼 |