The Wendy'sWEN
13F holders, Q1 2024 (March 31)361holders
8famous investors
$18.85avg. 13F price*
At the end of Q1 2024, 361 institutions reported holding The Wendy's Co. (WEN) in their 13F filings. The largest holders were Trian Fund Management ($592.8M), Vanguard Group Inc. ($397.5M) and BlackRock Inc. ($372.1M). 8 famous investors held it, including Nelson Peltz (7.4% of Trian Fund Management's portfolio), Bill Nygren (0.3% of Harris Associates (Oakmark Funds)'s portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- The Wendy's Co.
- CUSIP
- 95058W100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $20.8M |
| Exits | 61 | $40.7M |
Ownership 361 holders
| Trian Fund Management | 7.39% | No change | 31,467,150 | $592.8M |
| Vanguard Group Inc. | 0.01% | Add +6.4% | 21,097,095 | $397.5M |
| BlackRock Inc. | 0.01% | Reduce -5.2% | 19,752,320 | $372.1M |
| Harris Associates (Oakmark Funds) | 0.26% | Add +74.9% | 8,643,075 | $162.8M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +26.6% | 5,958,435 | $112.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.5% | 5,911,981 | $111.4M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -45.9% | 5,791,608 | $109.1M |
| Allspring Global Investments Holdings, LLC | 0.16% | Add +2.1% | 5,344,118 | $100.7M |
| State Street Corp. | 0.00% | Add +3.2% | 5,148,982 | $97.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.8% | 4,024,180 | $75.8M |
| AQR Capital Management | 0.12% | Add +12.7% | 3,853,260 | $72.6M |
| Janus Henderson Group PLC | 0.03% | Add +2.1% | 3,321,275 | $62.6M |
| Royal Bank of Canada | 0.01% | Reduce -4.7% | 3,107,570 | $58.5M |
| Millennium Management | 0.05% | Add +31.0% | 3,100,482 | $58.4M |
| Geode Capital Management, LLC | 0.01% | Add +3.9% | 2,914,416 | $54.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.2% | 2,642,690 | $49.8M |
| Two Sigma Advisers, LP | 0.09% | Reduce -5.8% | 2,091,905 | $39.4M |
| Two Sigma Investments, LP | 0.10% | Reduce -13.7% | 2,024,243 | $38.1M |
| Morgan Stanley | 0.00% | Add +0.4% | 1,745,814 | $32.9M |
| Squarepoint Ops LLC | 0.13% | Add +255.8% | 1,634,406 | $30.8M |
| Citadel Advisors | 0.03% | Add +1165.6% | 1,496,415 | $28.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +75.0% | 1,328,380 | $25.0M |
| Invesco Ltd. | 0.01% | Add +24.1% | 1,239,491 | $23.4M |
| Norges Bank | 0.00% | Reduce -13.5% | 1,227,038 | $23.1M |
| California Public Employees Retirement System | 0.02% | Add +9.3% | 1,197,597 | $22.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +48.1% | 1,157,069 | $21.8M |
| Northern Trust Corp. | 0.00% | Reduce -11.9% | 1,090,323 | $20.5M |
| Horizon Kinetics Asset Management LLC | 0.39% | Reduce -5.8% | 1,065,402 | $20.1M |
| Capital Research Global Investors | 0.00% | No change | 1,056,138 | $19.9M |
| Voya Investment Management LLC | 0.02% | Add +6.3% | 964,055 | $18.2M |
| Nuveen Asset Management, LLC | 0.00% | Add +2.9% | 838,848 | $15.8M |
| Gradient Investments LLC | 0.37% | Add +9.7% | 838,680 | $15.8M |
| Victory Capital Management Inc. | 0.01% | Add +35.8% | 793,968 | $15.0M |
| Principal Financial Group Inc. | 0.01% | Add +1.9% | 632,121 | $11.9M |
| Retirement Systems of Alabama | 0.04% | Add +18.4% | 613,218 | $11.6M |
| FMR LLC | 0.00% | Add +37.1% | 573,253 | $10.8M |
| Rhumbline Advisers | 0.01% | Add +6.7% | 559,964 | $10.5M |
| UBS Group AG | 0.00% | Reduce -11.4% | 492,310 | $9.3M |
| Man Group plc | 0.02% | Reduce -77.4% | 478,345 | $9.0M |
| Bank of America Corp. | 0.00% | Reduce -35.1% | 453,294 | $8.5M |
| Nicholas Company, Inc. | 0.14% | No change | 448,585 | $8.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.0% | 426,031 | $8.0M |
| Cadence Bank | 0.58% | Add +48.3% | 420,395 | $7.9M |
| FIL Ltd | 0.01% | Add +416.7% | 362,991 | $6.8M |
| Macquarie Group Ltd. | 0.01% | Reduce -2.1% | 361,293 | $6.8M |
| Sei Investments Co. | 0.01% | Reduce -0.1% | 353,095 | $6.7M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 346,200 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Add +19.8% | 346,005 | $6.5M |
| Credit Suisse AG/ | 0.01% | Reduce -3.4% | 308,828 | $5.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -7.2% | 257,230 | $5.6M |
| Dean Investment Associates, LLC | 0.76% | Add +12.3% | 293,529 | $5.5M |
| North Star Investment Management Corp. | 0.39% | Add +4.3% | 290,676 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.2% | 288,015 | $5.4M |
| Barclays PLC | 0.00% | Add +10.2% | 285,350 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.3% | 280,003 | $5.3M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 273,649 | $5.2M |
| Landscape Capital Management, L.L.C. | 0.44% | New | 268,789 | $5.1M |
| Aquatic Capital Management LLC | 0.16% | Add +94.9% | 262,200 | $4.9M |
| Capstone Investment Advisors, LLC | 0.17% | Add +243.3% | 255,069 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.6% | 244,685 | $4.6M |
| Federated Hermes, Inc. | 0.01% | Add +13.4% | 239,874 | $4.5M |
| Gotham Asset Management | 0.07% | Add +157.2% | 235,535 | $4.4M |
| New York State Teachers Retirement System | 0.01% | No change | 230,091 | $4.3M |
| American International Group, Inc. | 0.01% | Reduce -2.0% | 222,582 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -86.7% | 218,729 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 203,527 | $3.8M |
| TD Asset Management Inc | 0.00% | Reduce -1.3% | 202,900 | $3.8M |
| Fort Pitt Capital Group, LLC | 0.12% | Add +15.5% | 199,981 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -9.1% | 194,255 | $3.7M |
| NFJ Investment Group, LLC | 0.10% | Reduce -62.0% | 188,889 | $3.6M |
| Creative Planning | 0.00% | Reduce -1.2% | 186,279 | $3.5M |
| Engineers Gate Manager LP | 0.09% | Add +64.2% | 185,357 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -6.5% | 174,720 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.3% | 173,639 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +22.8% | 168,222 | $3.2M |
| LPL Financial LLC | 0.00% | Add +1.3% | 159,163 | $3.0M |
| Twinbeech Capital LP | 0.06% | Add +104.5% | 157,969 | $3.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.5% | 155,320 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -12.5% | 153,434 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +15.8% | 153,193 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -60.0% | 152,075 | $2.9M |
| Qsemble Capital Management, LP | 0.60% | New | 146,503 | $2.8M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -77.7% | 145,169 | $2.7M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.2% | 144,353 | $2.7M |
| Graham Capital Management, L.P. | 0.14% | Reduce -38.3% | 141,727 | $2.7M |
| VELA Investment Management, LLC | 0.98% | Add +6.9% | 141,642 | $2.7M |
| HRT Financial LP | 0.01% | Add +355.3% | 129,581 | $2.4M |
| Savant Capital, LLC | 0.03% | New | 129,483 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Add +52.9% | 129,127 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Add +65.1% | 126,241 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -14.3% | 125,480 | $2.4M |
| Bank of Montreal | 0.00% | Add +54.4% | 120,502 | $2.3M |
| Gabelli Funds LLC | 0.02% | No change | 117,000 | $2.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -19.3% | 115,200 | $2.2M |
| Amalgamated Bank | 0.02% | Reduce -11.7% | 103,012 | $1.9M |
| Dean Capital Management | 1.10% | Add +13.5% | 100,484 | $1.9M |
| Legato Capital Management LLC | 0.23% | Add +13.5% | 100,484 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.7% | 99,696 | $1.9M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.6% | 99,545 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.5% | 98,757 | $1.9M |
"% of holder's portfolio" is WEN's weight in each manager's 13F, not the share of The Wendy's Co. the manager owns.