Institutional Ownership Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN). We have compiled data on the 479 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
14,544
shares
|
$153,730
0.0% of portfolio
|
Q1 2025
Reduced 33.39%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
14,500
shares
|
$153,265
0.0% of portfolio
|
Q1 2025
Reduced 20.84%
|
|
|
Towerview LLC
|
May 06, 2025 Q1 2025 |
14,500
shares
|
$153,265
0.16% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
14,406
shares
|
$152,271
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,300
shares
|
$151,151
0.0% of portfolio
|
Q3 2023
Added 3.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
14,101
shares
|
$149,047
0.01% of portfolio
|
Q1 2025
Added 305.43%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
14,056
shares
|
$148,571
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
13,882
shares
|
$146,732
0.01% of portfolio
|
Q1 2025
Added 30.6%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
13,604
shares
|
$143,794
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,555
shares
|
$143,276
0.0% of portfolio
|
Q1 2025
Reduced 39.41%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
13,323
shares
|
$140,824
0.0% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
13,166
shares
|
$139,164
0.0% of portfolio
|
Q2 2025
Added 55.35%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
13,055
shares
|
$137,991
0.15% of portfolio
|
Q1 2025
Added 38.37%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
13,000
shares
|
$137,410
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
12,944
shares
|
$136,818
0.01% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,844
shares
|
$135,761
0.01% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
12,837
shares
|
$135,687
0.02% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
12,547
shares
|
$132,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,519
shares
|
$132,325
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,300
shares
|
$130,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,292
shares
|
$129,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
12,007
shares
|
$126,913
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,000
shares
|
$126,840
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,816
shares
|
$124,895
0.0% of portfolio
|
Q1 2025
Reduced 39.31%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
11,748
shares
|
$124,176
0.04% of portfolio
|
Q2 2025
Added 1.24%
|