Western Union CO
WU- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001365135
No open-market purchases or sales by Western Union CO insiders were filed in the last 90 days; 484 institutions reported holding it in 13F filings for Q2 2026, worth $2.32B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Western Union CO as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 569
- +1 vs. Q1 2021
- Shares held
- 406.7M
- +2.10M (+0.5%) vs. Q1 2021
- Total value
- $9.34B
- −$624.8M (−6.3%) vs. Q1 2021
- New holders
- 58
- 203 more added
- Sold out
- 57
- 200 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 484 | $2.32B |
| Q1 2026 | 514 | $2.70B |
| Q4 2025 | 485 | $3.10B |
| Q3 2025 | 456 | $2.53B |
| Q2 2025 | 472 | $2.54B |
| Q1 2025 | 468 | $3.36B |
| Q4 2024 | 470 | $3.32B |
| Q3 2024 | 454 | $3.65B |
| Q2 2024 | 444 | $3.77B |
| Q1 2024 | 457 | $4.45B |
| Q4 2023 | 463 | $3.78B |
| Q3 2023 | 437 | $4.37B |
| Q2 2023 | 463 | $3.96B |
| Q1 2023 | 476 | $3.94B |
| Q4 2022 | 506 | $5.22B |
| Q3 2022 | 516 | $5.19B |
| Q2 2022 | 507 | $6.23B |
| Q1 2022 | 514 | $7.28B |
| Q4 2021 | 544 | $6.99B |
| Q3 2021 | 552 | $8.18B |
| Q2 2021 | 569 | $9.34B |
| Q1 2021 | 572 | $10.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 27 | $0 | 0.00% | +7+35.0% | Added |
| Global Retirement Partners, LLC | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $68 | 0.00% | – | New |
| Kelly Financial Services LLC | 2,297 | $100 | 0.00% | +2,197+2,197.0% | Added |
| Tucker Asset Management LLC | 37 | $850 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 37 | $868 | 0.00% | −3,437−98.9% | Reduced |
| Ellevest, Inc. | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 53 | $1.00K | 0.00% | +10+23.3% | Added |
| Carolinas Wealth Consulting LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 81 | $1.00K | 0.00% | +81 | New |
| TD Ameritrade Investment Management, LLC | 87 | $2.00K | 0.00% | −1,744−95.2% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 71 | $2.00K | 0.00% | +1+1.4% | Added |
| FinTrust Capital Advisors, LLC | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 68 | $2.00K | 0.00% | −12−15.0% | Reduced |
| Vectors Research Management, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 77 | $2.00K | 0.00% | +1+1.3% | Added |
| Wolverine Asset Management LLC | 113 | $2.00K | 0.00% | +113 | New |
| Sound Income Strategies, LLC | 74 | $2.00K | 0.00% | +74 | New |
| Sutton Wealth Advisors Inc. | 108 | $2.48K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 142 | $3.00K | 0.00% | −3,035−95.5% | Reduced |
| Creative Financial Designs Inc | 115 | $3.00K | 0.00% | +2+1.8% | Added |
| Smithfield Trust Co | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 112 | $3.00K | 0.00% | +112 | New |
| McIlrath & Eck, LLC | 194 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 169 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 168 | $4.00K | 0.00% | +1+0.6% | Added |
| Private Capital Group, LLC | 177 | $4.00K | 0.00% | +61+52.6% | Added |
| FormulaFolio Investments, LLC | 170 | $4.00K | 0.00% | +170 | New |
| Atlas Capital Advisors LLC | 200 | $4.59K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 220 | $5.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 280 | $6.00K | 0.00% | −4,416−94.0% | Reduced |
| Reilly Financial Advisors, LLC | 270 | $6.00K | 0.00% | −32−10.6% | Reduced |
| Focused Wealth Management, Inc | 317 | $7.00K | 0.00% | +4+1.3% | Added |
| Enterprise Financial Services Corp | 284 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 290 | $7.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 292 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 320 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 298 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 370 | $8.00K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $9.00K | 0.00% | −10,842−96.4% | Reduced |
| Asset Dedication, LLC | 388 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 445 | $10.0K | 0.00% | +95+27.1% | Added |
| Lloyd Advisory Services, LLC. | 509 | $12.0K | 0.01% | +232+83.8% | Added |
| Covington Capital Management | 581 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 572 | $13.0K | 0.00% | +11+2.0% | Added |
| Aua Capital Management, LLC | 551 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 586 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 559 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 576 | $13.0K | 0.00% | +85+17.3% | Added |
| Berman Capital Advisors, LLC | 568 | $13.0K | 0.00% | +42+8.0% | Added |
| Signaturefd, LLC | 630 | $14.0K | 0.00% | −13−2.0% | Reduced |
| Allworth Financial LP | 665 | $15.0K | 0.00% | +4+0.6% | Added |
| First Horizon Advisors, Inc. | 680 | $15.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 651 | $15.0K | 0.00% | +19+3.0% | Added |
| Concord Wealth Partners | 632 | $15.0K | 0.00% | −21−3.2% | Reduced |
| Parallel Advisors, LLC | 709 | $16.0K | 0.00% | +130+22.5% | Added |
| Red Door Wealth Management, LLC | 725 | $16.0K | 0.01% | +725 | New |
| Newbridge Financial Services Group, Inc. | 750 | $17.0K | 0.01% | +650+650.0% | Added |
| Oakworth Capital, Inc. | 800 | $18.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 900 | $21.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 925 | $21.2K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 951 | $22.0K | 0.00% | −15,815−94.3% | Reduced |
| Assetmark, Inc | 979 | $22.0K | 0.00% | −158−13.9% | Reduced |
| Tobam | 957 | $22.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,006 | $23.0K | 0.00% | −1,152−53.4% | Reduced |
| Stonebridge Capital Advisors LLC | 1,000 | $23.0K | 0.00% | −82−7.6% | Reduced |
| Parkside Financial Bank & Trust | 996 | $23.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,025 | $24.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,099 | $25.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,086 | $25.0K | 0.00% | +86+8.6% | Added |
| NEXT Financial Group, Inc | 1,150 | $26.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,167 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,253 | $29.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,209 | $30.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,330 | $31.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,402 | $32.0K | 0.01% | +310+28.4% | Added |
| Loomis Sayles & Co L P | 1,519 | $35.0K | 0.00% | +1,101+263.4% | Added |
| Prestige Wealth Management Group LLC | 1,578 | $36.0K | 0.01% | −42−2.6% | Reduced |
| Private Ocean, LLC | 1,557 | $36.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,579 | $36.3K | 0.00% | −12−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,680 | $39.0K | 0.00% | −333,000−99.5% | Reduced |
| GoalVest Advisory LLC | 1,698 | $39.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,750 | $40.0K | 0.02% | −1,501−46.2% | Reduced |
| National Pension Service | 1,742 | $40.0K | 0.00% | +209+13.6% | Added |