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 |
|---|---|---|---|---|---|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
30,257
shares
|
$351,586
0.0% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
29,835
shares
|
$346,682
0.02% of portfolio
|
Q1 2025
Added 66.24%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
29,823
shares
|
$346,543
0.0% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
29,525
shares
|
$343,080
0.0% of portfolio
|
Q1 2025
Reduced 16.72%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
28,890
shares
|
$335,701
0.45% of portfolio
|
Q1 2025
Added 72.15%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
28,838
shares
|
$335,097
0.01% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
28,569
shares
|
$331,971
0.17% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
28,480
shares
|
$330,937
0.0% of portfolio
|
Q1 2025
Reduced 27.11%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
27,872
shares
|
$323,872
0.31% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
27,665
shares
|
$321,467
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
27,240
shares
|
$316,528
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
27,099
shares
|
$314,890
0.0% of portfolio
|
Q1 2025
Added 21.79%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,863
shares
|
$312,148
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
26,519
shares
|
$308,150
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
26,233
shares
|
$304,827
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
25,749
shares
|
$299,203
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
25,499
shares
|
$296,298
0.02% of portfolio
|
Q1 2025
Reduced 15.03%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
25,468
shares
|
$295,938
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
25,305
shares
|
$294,044
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
|
$291,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
24,700
shares
|
$287,014
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Diametric Capital, LP
Boston, MA |
May 14, 2025 Q1 2025 |
24,197
shares
|
$281,169
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
24,061
shares
|
$279,588
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
23,809
shares
|
$276,660
0.06% of portfolio
|
Q1 2025
Added 1293.97%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
23,659
shares
|
$274,917
0.01% of portfolio
|
Q1 2025
Added 0.57%
|