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 |
|---|---|---|---|---|---|
| CX Institutional | 651 | $15.0K | 0.00% | +19+3.0% | Added |
| Concord Wealth Partners | 632 | $15.0K | 0.00% | −21−3.2% | Reduced |
| Signaturefd, LLC | 630 | $14.0K | 0.00% | −13−2.0% | Reduced |
| 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 |
| Lloyd Advisory Services, LLC. | 509 | $12.0K | 0.01% | +232+83.8% | Added |
| WealthShield Partners, LLC | 445 | $10.0K | 0.00% | +95+27.1% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Atlas Capital Advisors LLC | 200 | $4.59K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 108 | $2.48K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Exane Derivatives | 37 | $868 | 0.00% | −3,437−98.9% | Reduced |
| Tucker Asset Management LLC | 37 | $850 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,297 | $100 | 0.00% | +2,197+2,197.0% | Added |
| WestEnd Advisors, LLC | – | $68 | 0.00% | – | New |
| 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 |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −2,479,404−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −1,278,107−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,236,618−100.0% | Sold out |
| QS Investors, LLC | 0 | $0 | 0.00% | −580,843−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −467,449−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −440,334−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −168,279−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −113,714−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −126,600−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −79,438−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −73,341−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −69,344−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −62,336−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −44,173−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −43,475−100.0% | Sold out |
| CPWM, LLC | 0 | $0 | 0.00% | −42,480−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −41,092−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −41,005−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −27,178−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −26,178−100.0% | Sold out |
| Windsor Capital Management, LLC | 0 | $0 | 0.00% | −24,638−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −24,480−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −14,587−100.0% | Sold out |
| Cascadia Advisory Services, LLC | 0 | $0 | 0.00% | −21,560−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −13,102−100.0% | Sold out |
| Crumly & Associates Inc. | 0 | $0 | 0.00% | −12,860−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −12,162−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −11,869−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −11,785−100.0% | Sold out |