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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
421,643
shares
|
$4.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 37.44%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
391,514
shares
|
$3.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 51.5%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
376,443
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.09%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
369,399
shares
|
$3.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
366,515
shares
|
$3.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
361,084
shares
|
$3.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
348,626
shares
|
$3.43 Million
0.18% of portfolio
|
Q2 2025
Added 370.72%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
348,245
shares
|
$3.42 Million
0.04% of portfolio
|
Q2 2025
Added 81.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
346,971
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Added 2836.45%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
335,700
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
320,512
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
308,828
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
304,875
shares
|
$3 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
304,496
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Added 40.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
294,979
shares
|
$2.9 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
282,761
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
Added 116.42%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
275,214
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
271,314
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2025
Added 58.78%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 08, 2025 Q2 2025 |
252,040
shares
|
$2.48 Million
0.27% of portfolio
|
Q2 2025
Added 366.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
250,227
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.02%
|
|
|
Stormborn Capital Management, LLC
Greenwich, CT |
Feb 14, 2023 Q4 2022 |
250,000
shares
|
$2.46 Million
2.15% of portfolio
|
Q4 2022
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
249,277
shares
|
$2.45 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
245,595
shares
|
$2.41 Million
0.12% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
239,299
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
Added 19.43%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
237,535
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 43.3%
|