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 470 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
7,246
shares
|
$71,228
0.0% of portfolio
|
Q2 2025
Added 356.87%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,899
shares
|
$67,817
0.0% of portfolio
|
Q2 2025
Reduced 32.5%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,448
shares
|
$63,383
0.0% of portfolio
|
Q2 2025
Added 366.91%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
6,064
shares
|
$59,609
0.0% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
5,920
shares
|
$58,193
0.0% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
5,577
shares
|
$54,821
0.04% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,336
shares
|
$52,452
0.0% of portfolio
|
Q2 2025
Added 25.2%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,300
shares
|
$52,099
0.0% of portfolio
|
Q1 2025
Added 89.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,510
shares
|
$44,333
0.01% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
4,410
shares
|
$43,350
0.04% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
4,094
shares
|
$40,244
0.02% of portfolio
|
Q2 2025
Added 25.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,017
shares
|
$39,487
0.0% of portfolio
|
Q2 2025
Added 34.98%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
3,952
shares
|
$38,848
0.01% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
3,909
shares
|
$38,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,348
shares
|
$32,910
0.0% of portfolio
|
Q2 2025
Reduced 61.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,107
shares
|
$30,541
0.0% of portfolio
|
Q4 2024
Added 46.42%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,805
shares
|
$27,573
0.02% of portfolio
|
Q4 2022
Reduced 23.3%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
2,800
shares
|
$27,524
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2,627
shares
|
$25,823
0.0% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,574
shares
|
$25,302
0.0% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
2,434
shares
|
$23,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
2,289
shares
|
$22,500
0.0% of portfolio
|
Q2 2025
Added 99.04%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,252
shares
|
$22,137
0.0% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,201
shares
|
$21,635
0.0% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,167
shares
|
$21,301
0.0% of portfolio
|
Q2 2025
New holding
|