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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
22,762
shares
|
$240,594
0.01% of portfolio
|
Q1 2025
Added 123.75%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
22,427
shares
|
$237,053
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
22,221
shares
|
$234,875
0.01% of portfolio
|
Q1 2025
Added 67.01%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
21,662
shares
|
$228,967
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
21,633
shares
|
$228,660
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,391
shares
|
$226,102
0.0% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
21,227
shares
|
$224,369
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,175
shares
|
$223,819
0.01% of portfolio
|
Q1 2025
Reduced 74.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
21,050
shares
|
$222,498
0.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
21,040
shares
|
$222,392
0.01% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
20,960
shares
|
$221,547
0.0% of portfolio
|
Q2 2023
Added 8.14%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
20,460
shares
|
$216,262
0.02% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
20,019
shares
|
$211,600
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
19,911
shares
|
$210,459
0.0% of portfolio
|
Q3 2023
Reduced 33.75%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
19,432
shares
|
$205,396
0.0% of portfolio
|
Q1 2025
Reduced 91.83%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
19,183
shares
|
$202,764
0.11% of portfolio
|
Q2 2025
Added 32.77%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
19,122
shares
|
$202,119
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,883
shares
|
$199,593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
18,661
shares
|
$197,246
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
18,502
shares
|
$195,566
0.05% of portfolio
|
Q1 2025
Added 58.29%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
18,500
shares
|
$195,545
0.0% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
18,463
shares
|
$195,153
0.0% of portfolio
|
Q1 2025
Added 39.12%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
18,409
shares
|
$194,583
0.01% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
18,155
shares
|
$191,898
0.02% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
18,137
shares
|
$191,708
0.0% of portfolio
|
Q2 2025
Reduced 7.94%
|