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 |
|---|---|---|---|---|---|
| FSM Wealth Advisors, LLC | 15,300 | $31.2 萬 | 0.16% | 00.0% | 不變 |
| 1st Source Bank | 15,085 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| CWM Advisors, LLC | 14,977 | $30.6 萬 | 0.04% | +495+3.4% | 加碼 |
| Mackenzie Financial Corp | 15,543 | $30.2 萬 | 0.00% | +15,543 | 新進 |
| XTX Topco Ltd | 14,707 | $30.0 萬 | 0.05% | +14,707 | 新進 |
| HB Wealth Management, LLC | 14,656 | $29.9 萬 | 0.00% | −10.0% | 減碼 |
| Financial Advocates Investment Management | 14,463 | $29.5 萬 | 0.02% | +227+1.6% | 加碼 |
| ISAM Funds (UK) Ltd | 14,363 | $29.3 萬 | 0.19% | +14,363 | 新進 |
| Securian Asset Management, Inc | 14,358 | $29.3 萬 | 0.01% | −660−4.4% | 減碼 |
| First Republic Investment Management, Inc. | 14,300 | $29.2 萬 | 0.00% | +489+3.5% | 加碼 |
| Pacer Advisors, Inc. | 14,237 | $29.1 萬 | 0.00% | −28,026−66.3% | 減碼 |
| Burney Co | 14,081 | $28.7 萬 | 0.01% | −235,897−94.4% | 減碼 |
| Natixis Advisors, L.P. | 14,053 | $28.7 萬 | 0.00% | −89−0.6% | 減碼 |
| Becker Capital Management Inc | 13,765 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 13,742 | $28.0 萬 | 0.01% | +58+0.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 13,719 | $28.0 萬 | 0.00% | −5,470−28.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 13,653 | $27.9 萬 | 0.01% | +498+3.8% | 加碼 |
| Maryland State Retirement & Pension System | 13,617 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| United Services Automobile Association | 13,386 | $27.3 萬 | 0.01% | +2,917+27.9% | 加碼 |
| Janney Montgomery Scott LLC | 13,391 | $27.3 萬 | 0.00% | −941−6.6% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $26.5 萬 | 0.04% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $26.5 萬 | 0.13% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 12,228 | $25.0 萬 | 0.00% | +10,100+474.6% | 加碼 |
| Cullen Capital Management LLC | 11,900 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 11,706 | $23.9 萬 | 0.01% | +107+0.9% | 加碼 |
| Johnson Investment Counsel Inc | 11,694 | $23.9 萬 | 0.00% | +30.0% | 加碼 |
| Contravisory Investment Management, Inc. | 11,286 | $23.0 萬 | 0.07% | +136+1.2% | 加碼 |
| Blueshift Asset Management, LLC | 11,151 | $22.8 萬 | 0.13% | +11,151 | 新進 |
| Beverly Hills Private Wealth, LLC | 11,135 | $22.7 萬 | 0.07% | +135+1.2% | 加碼 |
| Susquehanna International Group, LLP | 11,031 | $22.5 萬 | 0.00% | −38,168−77.6% | 減碼 |
| Whitcomb & Hess, Inc. | 10,645 | $21.7 萬 | 0.08% | +126+1.2% | 加碼 |
| Quantamental Technologies LLC | 10,625 | $21.7 萬 | 0.20% | −14,336−57.4% | 減碼 |
| San Luis Wealth Advisors LLC | 10,535 | $21.5 萬 | 0.10% | −18,300−63.5% | 減碼 |
| Petrus Trust Company, LTA | 10,436 | $21.3 萬 | 0.02% | +10,436 | 新進 |
| KBC Group NV | 10,378 | $21.2 萬 | 0.00% | +784+8.2% | 加碼 |
| Prudential Financial Inc | 10,387 | $21.2 萬 | 0.00% | −63−0.6% | 減碼 |
| Everhart Financial Group, Inc. | 10,248 | $20.9 萬 | 0.09% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 10,040 | $20.5 萬 | 0.00% | −100−1.0% | 減碼 |
| Atom Investors LP | 9,985 | $20.4 萬 | 0.05% | −4,083−29.0% | 減碼 |
| PDS Planning, Inc | 8,889 | $18.1 萬 | 0.02% | +470+5.6% | 加碼 |
| CWM, LLC | 8,538 | $17.4 萬 | 0.00% | +3,830+81.4% | 加碼 |
| Kapitalo Investimentos Ltda | 8,290 | $16.9 萬 | 0.02% | −15,032−64.5% | 減碼 |
| S.A. Mason LLC | 7,500 | $15.3 萬 | 0.11% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7,320 | $14.9 萬 | 0.00% | −21,641−74.7% | 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 |
| Shell Asset Management Co | 6,538 | $13.3 萬 | 0.01% | −103−1.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 5,847 | $11.9 萬 | 0.00% | +65+1.1% | 加碼 |
| SG Americas Securities, LLC | 5,271 | $10.8 萬 | 0.00% | +5,271 | 新進 |
| FinTrust Capital Advisors, LLC | 5,150 | $10.5 萬 | 0.02% | +4,322+522.0% | 加碼 |
| Covestor Ltd | 5,055 | $10.3 萬 | 0.08% | +2,013+66.2% | 加碼 |
| Ci Investments Inc. | 4,545 | $9.30 萬 | 0.00% | +77+1.7% | 加碼 |
| Allworth Financial LP | 4,542 | $9.27 萬 | 0.00% | +1,265+38.6% | 加碼 |
| IFP Advisors, Inc | 4,256 | $8.69 萬 | 0.00% | +220+5.5% | 加碼 |
| TSFG, LLC | 4,139 | $8.40 萬 | 0.03% | 00.0% | 不變 |
| Van Eck Associates Corp | 3,975 | $8.10 萬 | 0.00% | +848+27.1% | 加碼 |
| Peoples Bank | 3,679 | $7.51 萬 | 0.06% | +3,679 | 新進 |
| Simplex Trading, LLC | 3,522 | $7.10 萬 | 0.00% | −12,093−77.4% | 減碼 |
| Advisors Asset Management, Inc. | 3,084 | $6.29 萬 | 0.00% | −9−0.3% | 減碼 |
| Harbor Investment Advisory, LLC | 3,050 | $6.23 萬 | 0.01% | −1,233−28.8% | 減碼 |
| Point72 Middle East FZE | 3,040 | $6.20 萬 | 0.00% | +3,040 | 新進 |
| State of Wyoming | 2,906 | $5.93 萬 | 0.01% | −1,906−39.6% | 減碼 |
| Pflug Koory, LLC | 2,805 | $5.72 萬 | 0.03% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 2,634 | $5.38 萬 | 0.00% | −14,044−84.2% | 減碼 |
| Global Retirement Partners, LLC | 2,696 | $5.21 萬 | 0.00% | +499+22.7% | 加碼 |
| Caption Management, LLC | 2,201 | $4.49 萬 | 0.01% | +2,201 | 新進 |
| Northwestern Mutual Wealth Management Co | 2,147 | $4.38 萬 | 0.00% | −177−7.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 2,122 | $4.33 萬 | 0.00% | +422+24.8% | 加碼 |
| Private Trust Co NA | 2,109 | $4.30 萬 | 0.01% | +2,109 | 新進 |
| Hazlett, Burt & Watson, Inc. | 2,125 | $4.30 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. LLC | 2,122 | $4.30 萬 | 0.00% | +422+24.8% | 加碼 |
| Ancora Advisors, LLC | 2,090 | $4.27 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 2,081 | $4.25 萬 | 0.00% | +2,081 | 新進 |
| TD Waterhouse Canada Inc. | 1,585 | $3.62 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,564 | $3.19 萬 | 0.00% | +507+48.0% | 加碼 |
| Spire Wealth Management | 1,516 | $3.09 萬 | 0.00% | +1,016+203.2% | 加碼 |
| Field & Main Bank | 1,500 | $3.06 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,489 | $3.04 萬 | 0.00% | +168+12.7% | 加碼 |
| Signaturefd, LLC | 1,444 | $2.95 萬 | 0.00% | +763+112.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,432 | $2.90 萬 | 0.00% | −358−20.0% | 減碼 |
| Motco | 1,417 | $2.89 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 1,203 | $2.46 萬 | 0.00% | +26+2.2% | 加碼 |
| Farmers & Merchants Investments Inc | 1,137 | $2.32 萬 | 0.00% | −5−0.4% | 減碼 |
| Parallel Advisors, LLC | 1,030 | $2.10 萬 | 0.00% | +385+59.7% | 加碼 |
| Nomura Asset Management Co Ltd | 1,000 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 994 | $2.03 萬 | 0.00% | +7+0.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 1,002 | $2.00 萬 | 0.00% | +6+0.6% | 加碼 |
| AdvisorShares Investments LLC | 976 | $1.99 萬 | 0.01% | +40+4.3% | 加碼 |
| Quadrant Capital Group LLC | 861 | $1.76 萬 | 0.00% | −739−46.2% | 減碼 |
| Geneos Wealth Management Inc. | 813 | $1.66 萬 | 0.00% | +813 | 新進 |
| Optimum Investment Advisors | 800 | $1.63 萬 | 0.01% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 800 | $1.63 萬 | 0.00% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 750 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Arrow Financial Corp | 670 | $1.37 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 663 | $1.35 萬 | 0.00% | +653+6,530.0% | 加碼 |
| AlphaMark Advisors, LLC | 583 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 566 | $1.16 萬 | 0.00% | +566 | 新進 |
| Quent Capital, LLC | 545 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 541 | $1.10 萬 | 0.01% | +541 | 新進 |
| Core Alternative Capital | 526 | $1.07 萬 | 0.00% | +1+0.2% | 加碼 |