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 |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
11,723
shares
|
$123,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
11,620
shares
|
$122,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11,547
shares
|
$122,051
0.0% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
11,438
shares
|
$120,899
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
11,425
shares
|
$120,762
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,249
shares
|
$118,901
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
11,124
shares
|
$117,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
11,021
shares
|
$116,491
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
11,019
shares
|
$116,470
0.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
10,984
shares
|
$116,100
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
10,895
shares
|
$115,160
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
10,887
shares
|
$115,075
0.02% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
10,862
shares
|
$114,811
0.02% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
10,698
shares
|
$113,077
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
10,660
shares
|
$112,676
0.03% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
10,625
shares
|
$112,306
0.21% of portfolio
|
Q3 2023
Reduced 57.43%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
10,469
shares
|
$110,657
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
10,338
shares
|
$109,272
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,220
shares
|
$108,025
0.0% of portfolio
|
Q1 2025
Added 24.66%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,155
shares
|
$107,338
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
10,101
shares
|
$106,767
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,089
shares
|
$106,640
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
10,040
shares
|
$106,122
0.0% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
9,607
shares
|
$101,545
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
9,181
shares
|
$97,043
0.0% of portfolio
|
Q1 2025
Added 0.5%
|