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。
2025 年第 3 季 13F 持有人
Wendy's Co 在 2025/9/30 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
- 403
- 較 2025 年第 2 季 +5 家
- 持有股數
- 1.82 億
- 較 2025 年第 2 季 −1,307 萬 (−6.7%)
- 總市值
- $16.7 億
- 較 2025 年第 2 季 −$5.61 億 (−25.2%)
- 新進機構
- 72
- 另有 137 家加碼
- 清倉機構
- 67
- 另有 126 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 3,257 | $2.98 萬 | 0.00% | +2,189+205.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,467 | $3.18 萬 | 0.00% | −550−13.7% | 減碼 |
| STRS Ohio | 3,827 | $3.51 萬 | 0.00% | −82−2.1% | 減碼 |
| True Wealth Design, LLC | 4,689 | $4.30 萬 | 0.01% | +595+14.5% | 加碼 |
| IFP Advisors, Inc | 4,764 | $4.36 萬 | 0.00% | −2,877−37.7% | 減碼 |
| SJS Investment Consulting Inc. | 5,264 | $4.82 萬 | 0.01% | +5,264 | 新進 |
| Farther Finance Advisors, LLC | 5,400 | $4.95 萬 | 0.00% | +4,539+527.2% | 加碼 |
| Sterling Capital Management LLC | 5,686 | $5.21 萬 | 0.00% | −378−6.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 5,920 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 5,974 | $5.47 萬 | 0.00% | −84,168−93.4% | 減碼 |
| KBC Group NV | 6,196 | $5.70 萬 | 0.00% | +2,848+85.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,683 | $6.12 萬 | 0.00% | −967−12.6% | 減碼 |
| Signaturefd, LLC | 6,721 | $6.16 萬 | 0.00% | +1,385+26.0% | 加碼 |
| Parallel Advisors, LLC | 7,519 | $6.89 萬 | 0.00% | +273+3.8% | 加碼 |
| Security National Bank | 7,962 | $7.29 萬 | 0.01% | +4,010+101.5% | 加碼 |
| Rockefeller Capital Management L.P. | 8,573 | $7.85 萬 | 0.00% | +8,573 | 新進 |
| Covestor Ltd | 8,611 | $7.90 萬 | 0.04% | +3,034+54.4% | 加碼 |
| MAI Capital Management | 9,331 | $8.55 萬 | 0.00% | −74−0.8% | 減碼 |
| LSV Asset Management | 9,800 | $9.00 萬 | 0.00% | 00.0% | 不變 |
| Cherokee Insurance Co | 10,000 | $9.16 萬 | 0.04% | +10,000 | 新進 |
| Pinnacle Associates Ltd | 10,040 | $9.20 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 10,113 | $9.26 萬 | 0.01% | −7,089−41.2% | 減碼 |
| Huntington National Bank | 10,129 | $9.28 萬 | 0.00% | +86+0.9% | 加碼 |
| Bridgefront Capital, LLC | 10,284 | $9.42 萬 | 0.03% | −62,789−85.9% | 減碼 |
| denkapparat Operations GmbH | 10,338 | $9.47 萬 | 0.06% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 10,417 | $9.54 萬 | 0.00% | +10,417 | 新進 |
| Pitcairn Co | 10,846 | $9.93 萬 | 0.01% | +10,846 | 新進 |
| Coldstream Capital Management Inc | 11,060 | $10.1 萬 | 0.00% | +11,060 | 新進 |
| Intech Investment Management LLC | 11,100 | $10.2 萬 | 0.00% | −337,145−96.8% | 減碼 |
| GWM Advisors LLC | 11,251 | $10.3 萬 | 0.00% | −550−4.7% | 減碼 |
| HSBC Holdings PLC | 11,302 | $10.3 萬 | 0.00% | −16,474−59.3% | 減碼 |
| Kestra Advisory Services, LLC | 11,806 | $10.8 萬 | 0.00% | −3,896−24.8% | 減碼 |
| Capital Performance Advisors LLP | 11,814 | $10.8 萬 | 0.02% | +1,151+10.8% | 加碼 |
| CIBC Asset Management Inc | 11,923 | $10.9 萬 | 0.00% | +11,923 | 新進 |
| Johnson Investment Counsel Inc | 11,974 | $11.0 萬 | 0.00% | +426+3.7% | 加碼 |
| Viking Fund Management LLC | 12,000 | $11.0 萬 | 0.01% | +4,000+50.0% | 加碼 |
| Citizens Financial Group Inc | 12,062 | $11.0 萬 | 0.00% | +12,062 | 新進 |
| Whitcomb & Hess, Inc. | 12,116 | $11.1 萬 | 0.03% | +368+3.1% | 加碼 |
| Capital Investment Advisors, LLC | 12,148 | $11.1 萬 | 0.00% | −144−1.2% | 減碼 |
| BTG Pactual Asset Management US LLC | 12,370 | $11.3 萬 | 0.01% | +2,314+23.0% | 加碼 |
| Quarry LP | 12,633 | $11.6 萬 | 0.03% | +12,633 | 新進 |
| Ascent Group, LLC | 12,790 | $11.7 萬 | 0.00% | −14,022−52.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 12,859 | $11.8 萬 | 0.00% | −1,987−13.4% | 減碼 |
| PDS Planning, Inc | 12,893 | $11.8 萬 | 0.01% | +44+0.3% | 加碼 |
| Miller Financial Services LLC | 12,907 | $11.8 萬 | 0.14% | −2,550−16.5% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $11.9 萬 | 0.02% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 13,055 | $12.0 萬 | 0.12% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 13,099 | $12.0 萬 | 0.01% | −106−0.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 13,161 | $12.1 萬 | 0.00% | +286+2.2% | 加碼 |
| Nisa Investment Advisors, LLC | 13,274 | $12.2 萬 | 0.00% | +11,073+503.1% | 加碼 |
| Umb Bank N A | 13,336 | $12.2 萬 | 0.00% | +170+1.3% | 加碼 |
| Paradigm Financial Partners, LLC | 13,684 | $12.5 萬 | 0.01% | −1,055−7.2% | 減碼 |
| Everhart Financial Group, Inc. | 13,854 | $12.7 萬 | 0.01% | +3,692+36.3% | 加碼 |
| Sendero Wealth Management, LLC | 13,865 | $12.7 萬 | 0.01% | −155−1.1% | 減碼 |
| Miracle Mile Advisors, LLC | 14,018 | $12.8 萬 | 0.00% | −2,400−14.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 14,162 | $13.0 萬 | 0.01% | +1,765+14.2% | 加碼 |
| Xponance, Inc. | 14,484 | $13.3 萬 | 0.00% | −10,382−41.8% | 減碼 |
| Towerview LLC | 14,500 | $13.3 萬 | 0.10% | 00.0% | 不變 |
| 1st Source Bank | 14,585 | $13.4 萬 | 0.01% | 00.0% | 不變 |
| Syon Capital LLC | 14,740 | $13.5 萬 | 0.01% | +14,740 | 新進 |
| ESL Trust Services, LLC | 14,866 | $13.6 萬 | 0.03% | 00.0% | 不變 |
| Sym Financial Corp | 14,869 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 14,880 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 14,919 | $13.7 萬 | 0.00% | +8,471+131.4% | 加碼 |
| Barnett & Company, Inc. | 15,000 | $13.7 萬 | 0.11% | +15,000 | 新進 |
| waypoint wealth counsel | 15,045 | $13.8 萬 | 0.05% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 15,442 | $14.1 萬 | 0.02% | −75−0.5% | 減碼 |
| Catalyst Funds Management Pty Ltd | 15,600 | $14.3 萬 | 0.02% | +15,600 | 新進 |
| Lido Advisors, LLC | 15,715 | $14.4 萬 | 0.00% | −1,424−8.3% | 減碼 |
| ISAM Funds (UK) Ltd | 15,718 | $14.4 萬 | 0.03% | +15,718 | 新進 |
| NorthRock Partners, LLC | 15,763 | $14.4 萬 | 0.00% | +2,426+18.2% | 加碼 |
| We Are One Seven, LLC | 15,869 | $14.5 萬 | 0.00% | +3,406+27.3% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 15,960 | $14.6 萬 | 0.07% | −38,904−70.9% | 減碼 |
| North Star Investment Management Corp. | 15,962 | $14.6 萬 | 0.01% | −4,498−22.0% | 減碼 |
| Sherbrooke Park Advisers LLC | 16,316 | $14.9 萬 | 0.07% | +16,316 | 新進 |
| United Capital Financial Advisers, LLC | 16,502 | $15.1 萬 | 0.00% | +5,503+50.0% | 加碼 |
| Fox Run Management, L.L.C. | 16,789 | $15.4 萬 | 0.02% | −41,265−71.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 17,085 | $15.6 萬 | 0.01% | −547−3.1% | 減碼 |
| Lazard Asset Management LLC | 17,267 | $15.8 萬 | 0.00% | +10,368+150.3% | 加碼 |
| Vise Technologies, Inc. | 17,454 | $16.0 萬 | 0.01% | −1,297−6.9% | 減碼 |
| US Bancorp | 17,575 | $16.1 萬 | 0.00% | +507+3.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 17,733 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 17,718 | $16.2 萬 | 0.00% | −62,499−77.9% | 減碼 |
| Diligent Investors, LLC | 18,298 | $16.8 萬 | 0.04% | +18,298 | 新進 |
| Waddell & Associates, LLC | 18,419 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 18,500 | $16.9 萬 | 0.00% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 18,725 | $17.2 萬 | 0.00% | +18,725 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 18,930 | $17.3 萬 | 0.03% | −12,064−38.9% | 減碼 |
| Inceptionr LLC | 19,313 | $17.7 萬 | 0.04% | +19,313 | 新進 |
| HB Wealth Management, LLC | 19,376 | $17.7 萬 | 0.00% | +2,027+11.7% | 加碼 |
| Sanctuary Advisors, LLC | 19,584 | $17.9 萬 | 0.00% | +96+0.5% | 加碼 |
| Polymer Capital Management (HK) LTD | 20,000 | $18.3 萬 | 0.03% | +20,000 | 新進 |
| Drucker Wealth 3.0, LLC | 20,174 | $18.5 萬 | 0.03% | +20,174 | 新進 |
| Jones Financial Companies LLLP | 20,291 | $18.7 萬 | 0.00% | +11,142+121.8% | 加碼 |
| Ballentine Partners, LLC | 20,610 | $18.9 萬 | 0.00% | +20,610 | 新進 |
| TCG Advisory Services, LLC | 20,835 | $19.1 萬 | 0.01% | +20,835 | 新進 |
| Cobblestone Capital Advisors LLC | 20,842 | $19.1 萬 | 0.01% | −1,050−4.8% | 減碼 |
| Summit Financial, LLC | 20,846 | $19.1 萬 | 0.00% | +20,846 | 新進 |
| Teacher Retirement System of Texas | 21,444 | $19.6 萬 | 0.00% | −4,452−17.2% | 減碼 |
| Petrus Trust Company, LTA | 21,494 | $19.7 萬 | 0.02% | +21,494 | 新進 |