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 478 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 |
|---|---|---|---|---|---|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
2,434
shares
|
$20,981
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,263
shares
|
$19,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,252
shares
|
$19,412
0.0% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,235
shares
|
$19,265
0.0% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,125
shares
|
$18,317
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,122
shares
|
$18,291
0.0% of portfolio
|
Q3 2023
Added 24.82%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,049
shares
|
$17,662
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,016
shares
|
$17,377
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,840
shares
|
$15,860
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,825
shares
|
$15,731
0.0% of portfolio
|
Q2 2025
Added 781.64%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,704
shares
|
$14,688
0.01% of portfolio
|
Q2 2023
Added 1.13%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,600
shares
|
$13,791
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$12,929
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,467
shares
|
$12,645
0.0% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,417
shares
|
$12,214
0.0% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,411
shares
|
$12,162
0.0% of portfolio
|
Q3 2025
Reduced 93.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,392
shares
|
$11,999
0.0% of portfolio
|
Q3 2025
Added 17300.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,302
shares
|
$11,223
0.0% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,297
shares
|
$11,180
0.0% of portfolio
|
Q3 2025
Reduced 25.42%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
1,233
shares
|
$10,628
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,225
shares
|
$10,559
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,212
shares
|
$10,447
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
1,200
shares
|
$10,343
0.16% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,100
shares
|
$9,482
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
1,100
shares
|
$9,482
0.0% of portfolio
|
Q3 2025
Reduced 79.25%
|
|