Запись по ценной бумаге · архивный квартал
WEN
The Wendy's Company · Consumer Cyclical · Restaurants
117Отслеживаемые держатели
+1Δ держателей
174.75MАкций в держании
$1.46BОтчётная стоимость
+1Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +0.9% ·
поток акций +0.1% ·
новые чистые позиции +0.9%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 123.39K | $767,540 | n/a | n/a |
| Q2 2026 | 110 | -3 | 151.22M | $1.25B | +7 | −12 |
| Q1 2026 | 118 | 0 | 164.34M | $1.14B | +7 | −7 |
| Q4 2025 | 117 | +1 | 174.75M | $1.46B | +1 | n/a |
| Q3 2025 | 20 | +3 | 125.45M | $1.15B | +3 | −1 |
| Q2 2025 | 15 | 0 | 124.76M | $1.42B | n/a | n/a |
| Q1 2025 | 12 | -2 | 75.37M | $1.10B | n/a | −2 |
| Q4 2024 | 14 | -1 | 67.41M | $1.10B | +1 | −2 |
| Q3 2024 | 14 | +2 | 68.33M | $1.20B | +2 | n/a |
| Q2 2024 | 12 | n/a | 59.28M | $1.01B | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Trian Fund Management ✦ | 30.44M | 0.0% | $253.57M | 6.4% | ▲ Add | 7 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (пассивный) | 24.91M | +3.3% | $207.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×17 |
| 3 | The Vanguard Group ✦ (пассивный) | 17.13M | -7.8% | $142.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | AQR Capital Management ✦ | 11.71M | +38.1% | $97.51M | 0.1% | ▲ Add | 7 | SEC ↗ ×6 |
| 5 | Harris Associates (Oakmark) ✦ | 9.97M | -6.0% | $83.02M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 6 | Charles Schwab Investment… | 7.09M | n/a | $59.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 6.55M | +5.8% | $54.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 8 | State Street Global Advisors ✦ (пассивный) | 5.45M | +1.9% | $45.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 4.29M | +0.3% | $35.72M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 4.26M | n/a | $35.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Wells Fargo & Company/Mn | 4.22M | n/a | $35.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Dimensional Fund Advisors Lp | 3.95M | n/a | $32.87M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | Geode Capital Management ✦ (пассивный) | 3.20M | -10.8% | $26.63M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 3.16M | n/a | $26.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Millennium Management ✦ | 2.38M | +19.1% | $19.83M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 16 | Northern Trust Corp | 2.27M | n/a | $18.88M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 17 | Bank of New York Mellon Corp | 2.22M | n/a | $18.46M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 18 | UBS Group AG | 2.01M | n/a | $16.76M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | Fidelity (FMR) ✦ | 1.83M | +20.4% | $15.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Gotham Asset Management ✦ | 1.81M | +22.0% | $15.04M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 21 | Connor, Clark & Lunn Investment… | 1.69M | n/a | $14.07M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Point72 Asset Management ✦ | 1.56M | -46.7% | $13.03M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 1.32M | +74.3% | $10.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Citadel Advisors ✦ | 1.27M | +232.8% | $10.60M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Marshall Wace ✦ | 1.14M | -71.8% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Invesco Ltd. | 1.08M | n/a | $9.03M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 27 | Quantinno Capital Management LP | 951.67K | n/a | $7.93M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Squarepoint Ops LLC | 905.00K | n/a | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Janus Henderson Group Plc | 879.50K | n/a | $7.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Susquehanna International Group, Llp | 851.54K | n/a | $7.09M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Principal Financial Group Inc | 750.43K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Focus Partners Wealth | 712.05K | n/a | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | First Trust Advisors Lp | 652.33K | n/a | $5.43M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rhumbline Advisers | 547.45K | n/a | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 537.49K | n/a | $4.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Creative Planning | 520.69K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Royal Bank Of Canada | 498.70K | n/a | $4.15M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 38 | UBS AM, a distinct business unit of… | 492.57K | n/a | $4.10M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 39 | Holocene Advisors, LP | 459.06K | n/a | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Legal & General Group Plc | 444.53K | n/a | $3.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Franklin Resources Inc | 419.19K | n/a | $3.49M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 42 | IMC-Chicago, LLC | 366.44K | n/a | $3.05M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 347.92K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 44 | Victory Capital Management Inc | 342.89K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Swiss National Bank | 319.40K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 315.11K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | Hrt Financial Lp | 295.05K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | American Century Companies Inc | 283.15K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Nuveen, LLC | 275.50K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | JPMorgan Chase ✦ | 255.49K | -44.4% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 51 | Cwm, Llc | 232.45K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 210.52K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | State Board Of Administration Of… | 196.60K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of Nova Scotia | 190.14K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | LPL Financial LLC | 183.63K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Peak6 Llc | 182.67K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 57 | Simplex Trading, Llc | 172.49K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | T. Rowe Price ✦ | 166.90K | +11.2% | $1.39M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 59 | Federated Hermes, Inc. | 164.97K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Group One Trading Llc | 163.69K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Mariner, LLC | 163.46K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | California State Teachers… | 148.23K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Sei Investments Co | 147.36K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Prudential Financial Inc | 146.38K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Captrust Financial Advisors | 144.56K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Mirae Asset Global Investments Co.… | 142.82K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bnp Paribas Financial Markets | 131.51K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Citigroup Inc | 127.02K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Bank Of Montreal /Can/ | 123.92K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 70 | Alliancebernstein L.P. | 119.47K | n/a | $995,160 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Corient Private Wealth LP | 117.86K | n/a | $981,781 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 72 | Barclays Plc | 116.15K | n/a | $967,546 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 73 | D. E. Shaw & Co. ✦ | 107.34K | +263.7% | $894,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Mercer Global Advisors Inc /Adv | 98.91K | n/a | $823,930 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Assenagon Asset Management S.A. | 93.73K | n/a | $780,813 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Walleye Trading LLC | 90.31K | n/a | $752,324 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | New York State Common Retirement… | 88.43K | n/a | $736,630 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Bridgewater Associates ✦ | 87.53K | -9.9% | $729,133 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Renaissance Technologies ✦ | 86.28K | Новый | $718,729 | 0.0% | New | 1 | SEC ↗ |
| 80 | Commonwealth Equity Services, Llc | 83.38K | n/a | $694,569 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | State Of Wisconsin Investment Board | 80.78K | n/a | $672,881 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Cetera Investment Advisers | 77.23K | n/a | $643,329 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Raymond James Financial Inc | 73.54K | n/a | $612,556 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Mitsubishi UFJ Trust & Banking Corp | 65.64K | n/a | $546,740 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Stifel Financial Corp | 64.12K | n/a | $534,106 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Russell Investments Group, Ltd. | 63.77K | n/a | $531,199 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 87 | Truist Financial Corp | 54.74K | n/a | $455,993 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 88 | Amundi | 53.16K | n/a | $442,814 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Tidal Investments LLC | 51.86K | n/a | $431,960 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | HighTower Advisors, LLC | 50.14K | n/a | $417,629 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Universal- Beteiligungs- und… | 48.17K | n/a | $400,037 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Voya Investment Management Llc | 44.35K | n/a | $369,452 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Zurcher Kantonalbank (Zurich… | 42.84K | n/a | $356,841 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 39.55K | n/a | $329,409 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 95 | TD Waterhouse Canada Inc. | 39.39K | n/a | $328,152 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Neuberger Berman Group LLC | 38.54K | n/a | $321,013 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Manufacturers Life Insurance… | 34.26K | n/a | $285,402 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Pnc Financial Services Group, Inc. | 30.40K | n/a | $253,208 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 99 | Envestnet Asset Management Inc | 29.42K | n/a | $245,059 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Jones Financial Companies Lllp | 28.85K | n/a | $240,321 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Renaissance Technologies | $718,729 | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 405 держатели, 191.38M акции, $1.32B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Jul 31
SC 13G: VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 30
SC 13G/A: BlackRock, Inc.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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