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。
2026 年第 1 季 13F 持有人
Wendy's Co 在 2026/3/31 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
- 412
- 較 2025 年第 4 季 −9 家
- 持有股數
- 1.92 億
- 較 2025 年第 4 季 +1,859 萬 (+10.7%)
- 總市值
- $13.3 億
- 較 2025 年第 4 季 −$1.08 億 (−7.5%)
- 新進機構
- 74
- 另有 141 家加碼
- 清倉機構
- 83
- 另有 134 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,818 | $2.65 萬 | 0.00% | +3,605+1,692.5% | 加碼 |
| STRS Ohio | 3,828 | $2.66 萬 | 0.00% | −6−0.2% | 減碼 |
| Eurizon Capital SGR S.p.A. | 4,002 | $2.73 萬 | 0.00% | +4,002 | 新進 |
| SBI Securities Co., Ltd. | 4,083 | $2.84 萬 | 0.00% | +1,478+56.7% | 加碼 |
| Cassaday & Co Wealth Management LLC | 4,250 | $2.95 萬 | 0.00% | +4,250 | 新進 |
| SJS Investment Consulting Inc. | 4,602 | $3.20 萬 | 0.00% | +4,602 | 新進 |
| Bangor Savings Bank | 5,000 | $3.48 萬 | 0.00% | +4,000+400.0% | 加碼 |
| Nomura Asset Management Co Ltd | 5,300 | $3.68 萬 | 0.00% | +4,300+430.0% | 加碼 |
| Hilton Head Capital Partners, LLC | 5,687 | $3.95 萬 | 0.02% | +2,080+57.7% | 加碼 |
| Gen-Wealth Partners Inc | 5,765 | $4.01 萬 | 0.01% | +1,811+45.8% | 加碼 |
| MetLife Investment Management | 5,773 | $4.01 萬 | 0.00% | −212−3.5% | 減碼 |
| Massmutual Trust Co FSB | 5,803 | $4.03 萬 | 0.00% | +2,240+62.9% | 加碼 |
| Quent Capital, LLC | 5,855 | $4.07 萬 | 0.00% | −4,151−41.5% | 減碼 |
| KBC Group NV | 6,196 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 6,445 | $4.48 萬 | 0.00% | −4,135−39.1% | 減碼 |
| Huntington National Bank | 7,113 | $4.94 萬 | 0.00% | −2,345−24.8% | 減碼 |
| Farther Finance Advisors, LLC | 7,291 | $5.03 萬 | 0.00% | −1,101−13.1% | 減碼 |
| Caitong International Asset Management Co., Ltd | 7,424 | $5.16 萬 | 0.01% | +7,423+742,300.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 7,604 | $5.28 萬 | 0.01% | +3,372+79.7% | 加碼 |
| Covestor Ltd | 7,923 | $5.50 萬 | 0.04% | −5,248−39.8% | 減碼 |
| Security National Bank | 8,087 | $5.62 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 9,474 | $6.58 萬 | 0.00% | +9,474 | 新進 |
| LSV Asset Management | 9,800 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 9,986 | $6.94 萬 | 0.00% | −15,049−60.1% | 減碼 |
| Cherokee Insurance Co | 10,000 | $6.95 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 10,080 | $7.01 萬 | 0.00% | −134−1.3% | 減碼 |
| Los Angeles Capital Management LLC | 10,171 | $7.07 萬 | 0.00% | +9,290+1,054.5% | 加碼 |
| Oppenheimer & Co Inc | 10,281 | $7.15 萬 | 0.00% | +10,281 | 新進 |
| denkapparat Operations GmbH | 10,338 | $7.18 萬 | 0.03% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 10,429 | $7.25 萬 | 0.01% | +134+1.3% | 加碼 |
| Swiss Life Asset Management Ltd | 10,580 | $7.35 萬 | 0.00% | −14,282−57.4% | 減碼 |
| Bull Harbor Capital LLC | 10,787 | $7.50 萬 | 0.02% | +10,787 | 新進 |
| Sowell Financial Services LLC | 10,910 | $7.58 萬 | 0.00% | +586+5.7% | 加碼 |
| HSBC Holdings PLC | 11,049 | $7.68 萬 | 0.00% | +305+2.8% | 加碼 |
| Callan Family Office, LLC | 11,081 | $7.70 萬 | 0.00% | −7−0.1% | 減碼 |
| Evolve Private Wealth, LLC | 11,415 | $7.93 萬 | 0.00% | −9,292−44.9% | 減碼 |
| Allworth Financial LP | 11,926 | $8.29 萬 | 0.00% | +4,631+63.5% | 加碼 |
| Johnson Investment Counsel Inc | 12,074 | $8.39 萬 | 0.00% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 12,181 | $8.47 萬 | 0.04% | +12,181 | 新進 |
| US Bancorp | 12,379 | $8.60 萬 | 0.00% | −5,738−31.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 12,581 | $8.62 萬 | 0.00% | −1,273−9.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 12,458 | $8.66 萬 | 0.00% | −17,939−59.0% | 減碼 |
| Whitcomb & Hess, Inc. | 12,546 | $8.72 萬 | 0.02% | +235+1.9% | 加碼 |
| Capital Investment Advisors, LLC | 12,596 | $8.75 萬 | 0.00% | −311−2.4% | 減碼 |
| R Squared Ltd | 12,620 | $8.77 萬 | 0.05% | +12,620 | 新進 |
| Magnetar Financial LLC | 12,643 | $8.79 萬 | 0.00% | +12,643 | 新進 |
| Savvy Advisors, Inc. | 12,752 | $8.86 萬 | 0.00% | +12,752 | 新進 |
| Crossmark Global Holdings, Inc. | 12,802 | $8.90 萬 | 0.00% | 00.0% | 不變 |
| 1st Source Bank | 12,905 | $8.97 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 12,967 | $9.01 萬 | 0.01% | −2,997−18.8% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $9.04 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 13,023 | $9.05 萬 | 0.00% | −9,297−41.7% | 減碼 |
| Quadrature Capital Ltd | 13,440 | $9.34 萬 | 0.00% | +13,440 | 新進 |
| Voya Investment Management LLC | 13,445 | $9.34 萬 | 0.00% | −30,907−69.7% | 減碼 |
| Aquatic Capital Management LLC | 13,503 | $9.38 萬 | 0.00% | +13,503 | 新進 |
| PDS Planning, Inc | 13,594 | $9.45 萬 | 0.01% | +1,662+13.9% | 加碼 |
| GAMMA Investing LLC | 13,677 | $9.51 萬 | 0.00% | +3,130+29.7% | 加碼 |
| PharVision Advisers, LLC | 14,068 | $9.78 萬 | 0.99% | +14,068 | 新進 |
| Geneos Wealth Management Inc. | 14,100 | $9.80 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 14,438 | $10.0 萬 | 0.00% | −1,549,485−99.1% | 減碼 |
| Towerview LLC | 14,500 | $10.1 萬 | 0.07% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 14,589 | $10.1 萬 | 0.00% | +14,589 | 新進 |
| AlphaCore Capital LLC | 14,743 | $10.2 萬 | 0.00% | +14,743 | 新進 |
| LMR Partners LLP | 14,788 | $10.3 萬 | 0.00% | +14,788 | 新進 |
| ESL Trust Services, LLC | 14,866 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| Parallel Advisors, LLC | 14,951 | $10.4 萬 | 0.00% | −3,777−20.2% | 減碼 |
| AlphaGrep UK Ltd | 14,994 | $10.4 萬 | 0.03% | +14,994 | 新進 |
| Kestra Advisory Services, LLC | 15,053 | $10.5 萬 | 0.00% | +4,326+40.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 15,089 | $10.5 萬 | 0.00% | +9,213+156.8% | 加碼 |
| CIBC Bancorp USA Inc. | 15,383 | $10.7 萬 | 0.00% | +15,383 | 新進 |
| Essential Partners LLC | 15,673 | $10.9 萬 | 0.04% | −47,238−75.1% | 減碼 |
| TCG Advisory Services, LLC | 15,682 | $10.9 萬 | 0.00% | +3,894+33.0% | 加碼 |
| State of Wisconsin Investment Board | 16,058 | $11.2 萬 | 0.00% | −64,720−80.1% | 減碼 |
| CIBC Asset Management Inc | 16,474 | $11.4 萬 | 0.00% | −409−2.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 16,546 | $11.5 萬 | 0.00% | −190−1.1% | 減碼 |
| Barnett & Company, Inc. | 16,600 | $11.5 萬 | 0.09% | +1,600+10.7% | 加碼 |
| FSM Wealth Advisors, LLC | 16,634 | $11.6 萬 | 0.01% | +81+0.5% | 加碼 |
| 71 West Capital Partners | 16,761 | $11.6 萬 | 0.01% | 00.0% | 不變 |
| Cullen Investment Group, Ltd. | 16,883 | $11.7 萬 | 0.02% | −5,917−26.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 17,000 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 17,140 | $11.9 萬 | 0.01% | −511−2.9% | 減碼 |
| Warren Averett Asset Management, LLC | 17,602 | $12.2 萬 | 0.00% | −1,910−9.8% | 減碼 |
| We Are One Seven, LLC | 17,681 | $12.3 萬 | 0.00% | +786+4.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 17,733 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 17,753 | $12.3 萬 | 0.00% | −2,893−14.0% | 減碼 |
| Mutual of America Capital Management LLC | 18,085 | $12.6 萬 | 0.00% | +29+0.2% | 加碼 |
| Lido Advisors, LLC | 18,141 | $12.6 萬 | 0.00% | −731−3.9% | 減碼 |
| Xponance, Inc. | 18,352 | $12.8 萬 | 0.00% | +3,214+21.2% | 加碼 |
| Hantz Financial Services, Inc. | 18,388 | $12.8 萬 | 0.00% | −12,621−40.7% | 減碼 |
| PCM Encore, LLC | 18,612 | $12.9 萬 | 0.03% | +2,019+12.2% | 加碼 |
| Ballentine Partners, LLC | 19,149 | $13.3 萬 | 0.00% | +8,149+74.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,169 | $13.3 萬 | 0.00% | +19,169 | 新進 |
| Everence Capital Management Inc | 19,463 | $13.5 萬 | 0.01% | +19,463 | 新進 |
| MAI Capital Management | 19,590 | $13.6 萬 | 0.00% | +9,426+92.7% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 9,947 | $14.6 萬 | 0.05% | −1,656−14.3% | 減碼 |
| Everhart Financial Group, Inc. | 20,995 | $14.6 萬 | 0.01% | +6,618+46.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 21,172 | $14.8 萬 | 0.00% | +2,616+14.1% | 加碼 |
| Nomura Holdings Inc | 21,800 | $15.2 萬 | 0.00% | +21,800 | 新進 |
| Pallas Capital Advisors LLC | 21,882 | $15.2 萬 | 0.01% | −81,463−78.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 21,906 | $15.2 萬 | 0.00% | +4,130+23.2% | 加碼 |