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 477 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,573
shares
|
$73,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
7,962
shares
|
$68,632
0.01% of portfolio
|
Q3 2025
Added 101.47%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,519
shares
|
$64,813
0.0% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
6,721
shares
|
$57,935
0.0% of portfolio
|
Q3 2025
Added 25.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,683
shares
|
$57,607
0.0% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
5,974
shares
|
$51,495
0.0% of portfolio
|
Q3 2025
Reduced 93.37%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
5,920
shares
|
$51,030
0.0% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,686
shares
|
$49,013
0.0% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,400
shares
|
$46,547
0.0% of portfolio
|
Q3 2025
Added 527.18%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
5,264
shares
|
$45,375
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,765
shares
|
$41,074
0.0% of portfolio
|
Q3 2025
Reduced 37.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
4,689
shares
|
$40,419
0.01% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,510
shares
|
$38,876
0.01% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
3,827
shares
|
$32,988
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,467
shares
|
$29,885
0.0% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,348
shares
|
$28,859
0.0% of portfolio
|
Q2 2025
Reduced 61.33%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
3,257
shares
|
$28,075
0.0% of portfolio
|
Q3 2025
Added 204.96%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
3,167
shares
|
$27,299
0.0% of portfolio
|
Q3 2025
Added 19693.75%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,107
shares
|
$26,782
0.0% of portfolio
|
Q4 2024
Added 46.42%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
3,000
shares
|
$25,859
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
2,895
shares
|
$24,954
0.02% of portfolio
|
Q3 2025
Reduced 34.35%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
2,805
shares
|
$24,179
0.01% of portfolio
|
Q4 2022
Reduced 23.3%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
2,800
shares
|
$24,135
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,710
shares
|
$23,360
0.0% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,574
shares
|
$22,187
0.0% of portfolio
|
Q2 2020
Added 0.06%
|
|