The Wendy'sWEN
13F holders, Q4 2024 (December 31)424holders +31
64new positions
46sold out
8famous investors
$16.30avg. 13F price*
At the end of Q4 2024, 424 institutions reported holding The Wendy's Co. (WEN) in their 13F filings, up 31 from Q3 2024. 64 opened new positions and 46 sold out. The largest holders were Trian Fund Management ($497.6M), Vanguard Group Inc. ($343.9M) and BlackRock, Inc. ($322.8M). 8 famous investors held it, including Nelson Peltz (12.8% of Trian Fund Management's portfolio), Bill Nygren (0.2% of Harris Associates (Oakmark Funds)'s portfolio) and Cliff Asness (0.2% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $131.0M |
| Exits | 46 | $52.4M |
All 13F filers, Q3 2024 → Q4 2024: 25,359,713 shares bought and 17,776,412 shares sold, net +7,583,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 424 holders
| Trian Fund Management | 12.82% | Add +0.0% | 30,525,029 | $497.6M |
| Vanguard Group Inc. | 0.01% | Reduce -4.2% | 21,098,155 | $343.9M |
| BlackRock, Inc. | 0.01% | Add +0.4% | 19,805,914 | $322.8M |
| AQR Capital Management | 0.22% | Reduce -6.3% | 10,421,114 | $169.9M |
| Harris Associates (Oakmark Funds) | 0.25% | Add +1.8% | 9,249,305 | $150.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +7.8% | 6,303,279 | $102.7M |
| State Street Corp. | 0.00% | Add +5.2% | 5,458,671 | $89.0M |
| Squarepoint Ops LLC | 0.21% | Add +50.3% | 4,976,780 | $81.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.5% | 4,578,618 | $74.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.1% | 4,033,560 | $65.7M |
| 1832 Asset Management L.P. | 0.10% | New | 3,464,600 | $56.5M |
| Janus Henderson Group PLC | 0.03% | Add +3.0% | 3,133,832 | $51.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 3,105,186 | $50.6M |
| Point72 Asset Management | 0.14% | Reduce -54.0% | 2,959,439 | $48.2M |
| Morgan Stanley | 0.00% | Add +26.7% | 2,705,574 | $44.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.6% | 2,434,859 | $39.7M |
| Royal Bank of Canada | 0.01% | Reduce -7.8% | 2,399,675 | $39.1M |
| Millennium Management | 0.03% | Reduce -24.7% | 2,066,563 | $33.7M |
| Qube Research & Technologies Ltd | 0.05% | Add +597.5% | 1,911,324 | $31.2M |
| Invesco Ltd. | 0.01% | Add +296.1% | 1,882,829 | $30.7M |
| UBS Group AG | 0.01% | Add +435.2% | 1,824,210 | $29.7M |
| Victory Capital Management Inc. | 0.03% | Add +93.0% | 1,591,281 | $25.9M |
| Northern Trust Corp. | 0.00% | Add +24.3% | 1,575,420 | $25.7M |
| Cubist Systematic Strategies, LLC | 0.42% | Add +3249.7% | 1,568,348 | $25.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -32.6% | 1,223,824 | $19.9M |
| Verition Fund Management LLC | 0.10% | Add +2166.2% | 1,192,325 | $19.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +95.5% | 1,185,039 | $19.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.8% | 1,053,355 | $17.2M |
| Trexquant Investment LP | 0.19% | New | 1,023,182 | $16.7M |
| Two Sigma Investments, LP | 0.04% | Reduce -57.0% | 923,115 | $15.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -81.8% | 898,319 | $14.5M |
| Voya Investment Management LLC | 0.02% | Reduce -2.0% | 843,645 | $13.8M |
| Jane Street Group, LLC | 0.02% | Add +459.7% | 826,696 | $13.5M |
| Assenagon Asset Management S.A. | 0.02% | New | 819,483 | $13.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +46.5% | 801,536 | $13.1M |
| California Public Employees Retirement System | 0.01% | Add +4.6% | 801,070 | $13.1M |
| Horizon Kinetics Asset Management LLC | 0.16% | Reduce -7.7% | 782,621 | $12.8M |
| Gradient Investments LLC | 0.26% | Add +11.6% | 772,575 | $12.6M |
| Retirement Systems of Alabama | 0.04% | Add +0.1% | 712,078 | $11.6M |
| Citadel Advisors | 0.01% | Add +281.0% | 676,734 | $11.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +5.3% | 676,493 | $11.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.0% | 628,013 | $10.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.2% | 583,148 | $9.5M |
| First Trust Advisors LP | 0.01% | Add +5.4% | 525,528 | $8.6M |
| Bank of America Corp. | 0.00% | Reduce -10.7% | 498,542 | $8.1M |
| ExodusPoint Capital Management, LP | 0.08% | New | 492,672 | $8.0M |
| Federated Hermes, Inc. | 0.02% | Reduce -8.3% | 472,256 | $7.7M |
| HRT Financial LP | 0.04% | Add +989.8% | 465,653 | $7.6M |
| Two Sigma Advisers, LP | 0.02% | Reduce -59.4% | 424,605 | $6.9M |
| FMR LLC | 0.00% | Add +92.4% | 406,078 | $6.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.6% | 395,142 | $6.4M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.3% | 357,937 | $5.8M |
| Gotham Asset Management | 0.05% | Add +282.6% | 347,408 | $5.7M |
| Alps Advisors Inc. | 0.04% | Add +18.5% | 345,266 | $5.6M |
| Swiss National Bank | 0.00% | No change | 340,300 | $5.5M |
| Citigroup Inc. | 0.00% | Reduce -17.7% | 310,248 | $5.1M |
| Quantinno Capital Management LP | 0.05% | Add +170.8% | 297,187 | $4.8M |
| Legal & General Group Plc | 0.00% | Add +2.5% | 291,896 | $4.8M |
| Man Group plc | 0.01% | New | 284,880 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +85.5% | 279,041 | $4.5M |
| Advisors Asset Management, Inc. | 0.08% | Add +29.9% | 271,398 | $4.4M |
| Ieq Capital, LLC | 0.04% | Add +220.5% | 268,531 | $4.4M |
| Norges Bank | 0.00% | Reduce -14.1% | 264,911 | $4.3M |
| NorthCoast Asset Management LLC | 0.02% | Add +1636.2% | 263,767 | $4.3M |
| Barclays PLC | 0.00% | Add +96.7% | 253,256 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Add +769.5% | 250,144 | $4.1M |
| Bank of Nova Scotia | 0.01% | Add +1072.8% | 237,979 | $3.9M |
| Centiva Capital, LP | 0.15% | Add +444.3% | 236,318 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 232,261 | $3.8M |
| Neo Ivy Capital Management | 0.75% | New | 228,432 | $3.7M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 226,768 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 217,638 | $3.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.4% | 217,591 | $3.5M |
| Campbell & CO Investment Adviser LLC | 0.27% | New | 213,517 | $3.5M |
| Creative Planning | 0.00% | Add +0.7% | 204,501 | $3.3M |
| Cerity Partners LLC | 0.01% | Reduce -22.8% | 195,268 | $3.2M |
| Guggenheim Capital LLC | 0.03% | Add +6.4% | 195,372 | $3.2M |
| Corebridge Financial, Inc. | 0.02% | Reduce -4.0% | 194,735 | $3.2M |
| Nicholas Company, Inc. | 0.05% | Reduce -0.8% | 193,600 | $3.2M |
| Amundi | 0.00% | Add +7752.6% | 190,032 | $2.9M |
| Nebula Research & Development LLC | 0.33% | New | 174,277 | $2.8M |
| Sei Investments Co. | 0.00% | Reduce -55.7% | 173,701 | $2.8M |
| Holocene Advisors, LP | 0.01% | New | 166,078 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -6.8% | 163,421 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.0% | 161,645 | $2.6M |
| PEAK6 LLC | 0.10% | — | 149,668 | $2.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.8% | 147,262 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -23.3% | 140,706 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 138,958 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -3.0% | 135,300 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -27.3% | 130,320 | $2.1M |
| Quantbot Technologies LP | 0.08% | Add +105.1% | 128,959 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +22.0% | 123,568 | $2.0M |
| Engineers Gate Manager LP | 0.03% | Add +10.3% | 121,691 | $2.0M |
| AlphaQuest LLC | 0.26% | Add +2759.3% | 120,578 | $2.0M |
| Fox Run Management, L.L.C. | 0.35% | New | 117,845 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.5% | 116,491 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -31.1% | 116,303 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Reduce -7.0% | 111,070 | $1.8M |
| Aquatic Capital Management LLC | 0.05% | Reduce -16.2% | 110,326 | $1.8M |
"% of holder's portfolio" is WEN's weight in each manager's 13F, not the share of The Wendy's Co. the manager owns.