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 4 季 13F 持有人
Wendy's Co 在 2025/12/31 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
- 429
- 較 2025 年第 3 季 +33 家
- 持有股數
- 1.90 億
- 較 2025 年第 3 季 +921.8 萬 (+5.1%)
- 總市值
- $15.9 億
- 較 2025 年第 3 季 −$7,312 萬 (−4.4%)
- 新進機構
- 97
- 另有 148 家加碼
- 清倉機構
- 64
- 另有 131 家減碼
另有 7 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 2,765 | $2.30 萬 | 0.00% | +1,354+96.0% | 加碼 |
| Pflug Koory, LLC | 2,805 | $2.34 萬 | 0.01% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,952 | $2.46 萬 | 0.00% | −10,322−77.8% | 減碼 |
| Investors Research Corp | 3,000 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 3,107 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3,254 | $2.71 萬 | 0.00% | −234,591−98.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,467 | $2.89 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 3,563 | $2.97 萬 | 0.00% | +306+9.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,571 | $3.00 萬 | 0.00% | +1,137+46.7% | 加碼 |
| Hilton Head Capital Partners, LLC | 3,607 | $3.00 萬 | 0.02% | +3,607 | 新進 |
| Versant Capital Management, Inc | 3,734 | $3.11 萬 | 0.00% | +567+17.9% | 加碼 |
| Fifth Third Bancorp | 3,829 | $3.19 萬 | 0.00% | +2,362+161.0% | 加碼 |
| STRS Ohio | 3,834 | $3.19 萬 | 0.00% | +7+0.2% | 加碼 |
| IFP Advisors, Inc | 3,880 | $3.23 萬 | 0.00% | −884−18.6% | 減碼 |
| Gen-Wealth Partners Inc | 3,954 | $3.29 萬 | 0.01% | +3,954 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 4,232 | $3.53 萬 | 0.00% | +4,232 | 新進 |
| Ancora Advisors, LLC | 4,670 | $3.89 萬 | 0.00% | +4,670 | 新進 |
| Sterling Capital Management LLC | 5,839 | $4.86 萬 | 0.00% | +153+2.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,876 | $4.89 萬 | 0.00% | −27,810−82.6% | 減碼 |
| MetLife Investment Management | 5,985 | $4.99 萬 | 0.00% | +11+0.2% | 加碼 |
| KBC Group NV | 6,196 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 6,416 | $5.34 萬 | 0.01% | −6,217−49.2% | 減碼 |
| Quest Partners LLC | 7,049 | $5.87 萬 | 0.00% | −44,442−86.3% | 減碼 |
| Allworth Financial LP | 7,295 | $6.08 萬 | 0.00% | −7,624−51.1% | 減碼 |
| Rothschild Investment LLC | 7,490 | $6.24 萬 | 0.00% | +7,480+74,800.0% | 加碼 |
| Security National Bank | 8,087 | $6.74 萬 | 0.01% | +125+1.6% | 加碼 |
| Farther Finance Advisors, LLC | 8,392 | $6.99 萬 | 0.00% | +2,992+55.4% | 加碼 |
| Huntington National Bank | 9,458 | $7.88 萬 | 0.00% | −671−6.6% | 減碼 |
| LSV Asset Management | 9,800 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 10,000 | $8.30 萬 | 0.02% | +10,000 | 新進 |
| Cherokee Insurance Co | 10,000 | $8.33 萬 | 0.03% | 00.0% | 不變 |
| Cane Capital Partners, LLC | 10,000 | $8.33 萬 | 0.03% | +10,000 | 新進 |
| Quent Capital, LLC | 10,006 | $8.34 萬 | 0.01% | +9,094+997.1% | 加碼 |
| KG&L Capital Management,LLC | 10,020 | $8.35 萬 | 0.02% | +10,020 | 新進 |
| Independent Advisor Alliance | 10,039 | $8.36 萬 | 0.00% | +10,039 | 新進 |
| MAI Capital Management | 10,164 | $8.47 萬 | 0.00% | +833+8.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 10,166 | $8.47 萬 | 0.00% | −2,995−22.8% | 減碼 |
| Pinnacle Associates Ltd | 10,214 | $8.51 萬 | 0.00% | +174+1.7% | 加碼 |
| Baird Financial Group, Inc. | 10,230 | $8.52 萬 | 0.00% | −293,102−96.6% | 減碼 |
| Sargent Investment Group, LLC | 10,295 | $8.58 萬 | 0.01% | +10,295 | 新進 |
| Sowell Financial Services LLC | 10,324 | $8.60 萬 | 0.00% | +10,324 | 新進 |
| denkapparat Operations GmbH | 10,338 | $8.61 萬 | 0.05% | 00.0% | 不變 |
| Atlas Brown,Inc. | 10,361 | $8.63 萬 | 0.03% | +10,361 | 新進 |
| GAMMA Investing LLC | 10,547 | $8.79 萬 | 0.00% | +9,984+1,773.4% | 加碼 |
| Rockefeller Capital Management L.P. | 10,580 | $8.81 萬 | 0.00% | +2,007+23.4% | 加碼 |
| Kestra Advisory Services, LLC | 10,727 | $8.94 萬 | 0.00% | −1,079−9.1% | 減碼 |
| HSBC Holdings PLC | 10,744 | $8.95 萬 | 0.00% | −558−4.9% | 減碼 |
| Miller Financial Services LLC | 10,907 | $9.09 萬 | 0.11% | −2,000−15.5% | 減碼 |
| Ballentine Partners, LLC | 11,000 | $9.16 萬 | 0.00% | −9,610−46.6% | 減碼 |
| Kera Capital Partners, Inc. | 11,855 | $9.23 萬 | 0.01% | +11,855 | 新進 |
| Callan Family Office, LLC | 11,088 | $9.24 萬 | 0.00% | +11,088 | 新進 |
| West Family Investments, Inc. | 11,166 | $9.30 萬 | 0.02% | +11,166 | 新進 |
| CSS LLC | 11,350 | $9.45 萬 | 0.01% | −79,522−87.5% | 減碼 |
| Coldstream Capital Management Inc | 11,368 | $9.47 萬 | 0.00% | +308+2.8% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 11,603 | $9.67 萬 | 0.04% | −4,357−27.3% | 減碼 |
| Wexford Capital LP | 11,614 | $9.67 萬 | 0.02% | +11,614 | 新進 |
| Altar Rock LLC | 11,643 | $9.70 萬 | 0.12% | +11,643 | 新進 |
| TCG Advisory Services, LLC | 11,788 | $9.82 萬 | 0.00% | −9,047−43.4% | 減碼 |
| Oasis Management Co Ltd. | 11,903 | $9.92 萬 | 0.01% | +11,903 | 新進 |
| PDS Planning, Inc | 11,932 | $9.94 萬 | 0.01% | −961−7.5% | 減碼 |
| Sym Financial Corp | 12,038 | $10.0 萬 | 0.01% | −2,831−19.0% | 減碼 |
| Sagewood Asset Management LP | 12,065 | $10.1 萬 | 0.04% | +12,065 | 新進 |
| Johnson Investment Counsel Inc | 12,074 | $10.1 萬 | 0.00% | +100+0.8% | 加碼 |
| Semanteon Capital Management, LP | 12,112 | $10.1 萬 | 13.52% | +12,112 | 新進 |
| Greenleaf Trust | 12,299 | $10.2 萬 | 0.00% | +12,299 | 新進 |
| Whitcomb & Hess, Inc. | 12,311 | $10.3 萬 | 0.02% | +195+1.6% | 加碼 |
| United Capital Financial Advisers, LLC | 12,491 | $10.4 萬 | 0.00% | −4,011−24.3% | 減碼 |
| Aigen Investment Management, LP | 12,662 | $10.5 萬 | 0.02% | +12,662 | 新進 |
| Vista Investment Partners LLC | 12,791 | $10.7 萬 | 0.03% | +12,791 | 新進 |
| Crossmark Global Holdings, Inc. | 12,802 | $10.7 萬 | 0.00% | −57−0.4% | 減碼 |
| Capital Performance Advisors LLP | 12,819 | $10.7 萬 | 0.01% | +1,005+8.5% | 加碼 |
| GWM Advisors LLC | 12,898 | $10.7 萬 | 0.00% | +1,647+14.6% | 加碼 |
| 1st Source Bank | 12,905 | $10.7 萬 | 0.01% | −1,680−11.5% | 減碼 |
| Capital Investment Advisors, LLC | 12,907 | $10.8 萬 | 0.00% | +759+6.2% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $10.8 萬 | 0.02% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 13,070 | $10.9 萬 | 0.00% | −948−6.8% | 減碼 |
| Covestor Ltd | 13,171 | $11.0 萬 | 0.06% | +4,560+53.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 13,854 | $11.5 萬 | 0.00% | +13,854 | 新進 |
| Geneos Wealth Management Inc. | 14,100 | $11.7 萬 | 0.00% | +14,100 | 新進 |
| Everhart Financial Group, Inc. | 14,377 | $12.0 萬 | 0.01% | +523+3.8% | 加碼 |
| Transcend Wealth Collective, LLC | 14,449 | $12.0 萬 | 0.01% | +1,350+10.3% | 加碼 |
| Towerview LLC | 14,500 | $12.1 萬 | 0.09% | 00.0% | 不變 |
| Marex Group plc | 14,844 | $12.4 萬 | 0.00% | +14,844 | 新進 |
| ESL Trust Services, LLC | 14,866 | $12.4 萬 | 0.02% | 00.0% | 不變 |
| Barnett & Company, Inc. | 15,000 | $12.5 萬 | 0.10% | 00.0% | 不變 |
| Xponance, Inc. | 15,138 | $12.6 萬 | 0.00% | +654+4.5% | 加碼 |
| Catalyst Funds Management Pty Ltd | 15,600 | $13.0 萬 | 0.03% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 5,920 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Waddell & Associates, LLC | 15,807 | $13.2 萬 | 0.01% | −2,612−14.2% | 減碼 |
| waypoint wealth counsel | 15,933 | $13.3 萬 | 0.05% | +888+5.9% | 加碼 |
| North Star Investment Management Corp. | 15,964 | $13.3 萬 | 0.01% | +20.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 16,203 | $13.5 萬 | 0.00% | −8,191−33.6% | 減碼 |
| Brinker Capital Investments, LLC | 16,240 | $13.5 萬 | 0.00% | −5,786−26.3% | 減碼 |
| EP Wealth Advisors, LLC | 16,256 | $13.5 萬 | 0.00% | +16,256 | 新進 |
| Profund Advisors LLC | 16,262 | $13.5 萬 | 0.00% | +16,262 | 新進 |
| FSM Wealth Advisors, LLC | 16,553 | $13.8 萬 | 0.02% | +1,111+7.2% | 加碼 |
| PCM Encore, LLC | 16,593 | $13.8 萬 | 0.03% | +16,593 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 16,736 | $13.9 萬 | 0.00% | −349−2.0% | 減碼 |
| 71 West Capital Partners | 16,761 | $14.0 萬 | 0.01% | +16,761 | 新進 |
| CIBC Asset Management Inc | 16,883 | $14.1 萬 | 0.00% | +4,960+41.6% | 加碼 |