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 475 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
123,041
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
121,492
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 95.24%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
121,334
shares
|
$1.04 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
119,756
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Added 23.57%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
113,967
shares
|
$973,278
0.0% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
112,738
shares
|
$962,782
0.05% of portfolio
|
Q2 2025
Added 53.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
102,127
shares
|
$872,164
0.0% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
99,500
shares
|
$849,729
0.0% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
98,816
shares
|
$843,888
0.0% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
92,905
shares
|
$793,408
0.0% of portfolio
|
Q2 2025
Reduced 24.79%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
90,564
shares
|
$773,416
0.01% of portfolio
|
Q3 2025
Added 399.33%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
90,250
shares
|
$770,734
0.01% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
90,142
shares
|
$769,812
0.01% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
88,569
shares
|
$756,379
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
88,431
shares
|
$755,200
0.0% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
87,810
shares
|
$749,897
0.01% of portfolio
|
Q2 2025
Added 73.12%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
87,474
shares
|
$747,027
0.13% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
84,289
shares
|
$719,828
0.04% of portfolio
|
Q2 2025
Added 250.31%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
83,240
shares
|
$710,869
0.0% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
81,150
shares
|
$693,020
0.0% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
78,152
shares
|
$667,418
0.01% of portfolio
|
Q3 2025
Added 46.76%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
77,805
shares
|
$664,454
0.0% of portfolio
|
Q4 2024
Added 55.61%
|
|
|
Treasurer Of The State Of North Carolina
|
Aug 14, 2025 Q2 2025 |
76,403
shares
|
$652,481
0.0% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
75,524
shares
|
$644,974
0.04% of portfolio
|
Q2 2025
Added 198.45%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
73,073
shares
|
$624,043
0.24% of portfolio
|
Q2 2025
New holding
|