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 |
|---|---|---|---|---|---|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
29,823
shares
|
$315,229
0.0% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
29,525
shares
|
$312,079
0.0% of portfolio
|
Q1 2025
Reduced 16.72%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
29,142
shares
|
$308,030
0.21% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
28,890
shares
|
$305,367
0.45% of portfolio
|
Q1 2025
Added 72.15%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
28,838
shares
|
$304,817
0.01% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
28,569
shares
|
$301,974
0.17% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
28,480
shares
|
$301,033
0.0% of portfolio
|
Q4 2024
Added 37.19%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
27,872
shares
|
$294,607
0.31% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
27,665
shares
|
$292,419
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
27,240
shares
|
$287,926
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
27,099
shares
|
$286,436
0.0% of portfolio
|
Q1 2025
Added 21.79%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,863
shares
|
$283,941
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
26,233
shares
|
$277,282
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
26,053
shares
|
$275,380
0.33% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
25,499
shares
|
$269,524
0.02% of portfolio
|
Q1 2025
Reduced 15.03%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
25,468
shares
|
$269,196
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
25,305
shares
|
$267,473
0.02% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
25,049
shares
|
$264,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
24,700
shares
|
$261,079
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Diametric Capital, LP
Boston, MA |
May 14, 2025 Q1 2025 |
24,197
shares
|
$255,762
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
24,061
shares
|
$254,324
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
23,659
shares
|
$250,075
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,473
shares
|
$248,109
0.0% of portfolio
|
Q1 2025
Added 62.02%
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
23,409
shares
|
$247,433
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
23,023
shares
|
$243,353
0.05% of portfolio
|
Q3 2021
Reduced 0.02%
|