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 489 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 $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
47,165
shares
|
$548,057
0.18% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
45,643
shares
|
$530,371
0.01% of portfolio
|
Q1 2025
Added 19.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,241
shares
|
$525,700
0.0% of portfolio
|
Q3 2024
Added 17.72%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
44,265
shares
|
$514,359
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
43,830
shares
|
$509,304
0.0% of portfolio
|
Q1 2025
Reduced 40.16%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
42,838
shares
|
$497,777
0.0% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
42,528
shares
|
$494,175
0.0% of portfolio
|
Q1 2025
Added 45.87%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
41,684
shares
|
$484,368
0.06% of portfolio
|
Q1 2025
Reduced 21.1%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
41,457
shares
|
$481,730
0.01% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
40,985
shares
|
$476,245
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
40,929
shares
|
$475,594
0.0% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
40,187
shares
|
$466,972
0.02% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
39,844
shares
|
$462,987
0.0% of portfolio
|
Q1 2025
Added 295.43%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
39,444
shares
|
$458,339
0.02% of portfolio
|
Q1 2025
Added 110.48%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
38,070
shares
|
$442,373
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
38,058
shares
|
$442,233
0.08% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
37,720
shares
|
$438,306
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
37,695
shares
|
$438,015
0.26% of portfolio
|
Q2 2024
Added 36.11%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
37,047
shares
|
$430,486
0.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
36,503
shares
|
$424,164
0.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
34,800
shares
|
$404,376
0.02% of portfolio
|
Q1 2024
Reduced 6.2%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
34,728
shares
|
$403,539
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
34,297
shares
|
$398,531
0.02% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
33,054
shares
|
$384,087
0.0% of portfolio
|
Q4 2024
Reduced 51.62%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
32,740
shares
|
$380,438
0.02% of portfolio
|
Q1 2025
New holding
|