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, Q3 2021
Institutional positions in Western Union CO as of Sep 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
- 552
- −11 vs. Q2 2021
- Shares held
- 404.1M
- −2.23M (−0.5%) vs. Q2 2021
- Total value
- $8.18B
- −$1.15B (−12.4%) vs. Q2 2021
- New holders
- 46
- 197 more added
- Sold out
- 57
- 207 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Pension Service | 4 | $0 | 0.00% | −1,738−99.8% | Reduced |
| Versant Capital Management, Inc | 22 | $0 | 0.00% | −46−67.6% | Reduced |
| 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. | 33 | $0 | 0.00% | +6+22.2% | Added |
| Consolidated Planning Corp | 11 | $0 | 0.00% | +11 | New |
| Eagle Bay Advisors LLC | 40 | $0 | 0.00% | +40 | New |
| WestEnd Advisors, LLC | – | $60 | 0.00% | – | – |
| Tucker Asset Management LLC | 37 | $674 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 78 | $1.00K | 0.00% | −40−33.9% | Reduced |
| Winch Advisory Services, LLC | 72 | $1.00K | 0.00% | +1+1.4% | Added |
| FinTrust Capital Advisors, LLC | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 74 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 81 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 54 | $1.00K | 0.00% | +1+1.9% | Added |
| Carolinas Wealth Consulting LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $1.00K | 0.00% | +39+557.1% | Added |
| Meridian Wealth Partners, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Arkadios Wealth Advisors | 92 | $1.00K | 0.00% | +92 | New |
| Private Capital Group, LLC | 72 | $2.00K | 0.00% | −105−59.3% | Reduced |
| Creative Financial Designs Inc | 116 | $2.00K | 0.00% | +1+0.9% | Added |
| Smithfield Trust Co | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 107 | $2.00K | 0.00% | +42+64.6% | Added |
| Bell Investment Advisors, Inc | 117 | $2.00K | 0.00% | +117 | New |
| Kelly Financial Services LLC | 100 | $2.02K | 0.00% | −2,197−95.6% | Reduced |
| Sutton Wealth Advisors Inc. | 108 | $2.18K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 169 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 170 | $3.00K | 0.00% | +2+1.2% | Added |
| RWM Asset Management, LLC | 133 | $3.00K | 0.00% | +133 | New |
| Optimum Investment Advisors | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 220 | $4.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 194 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 178 | $4.00K | 0.00% | +36+25.4% | Added |
| Massmutual Trust Co FSB | 181 | $4.00K | 0.00% | +155+596.2% | Added |
| Guidance Point Advisors, LLC | 203 | $4.00K | 0.00% | +203 | New |
| Atlas Capital Advisors LLC | 200 | $4.04K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 244 | $5.00K | 0.00% | −36−12.9% | Reduced |
| Johnson Financial Group, Inc. | 292 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 320 | $6.00K | 0.00% | +3+0.9% | Added |
| Tarbox Family Office, Inc. | 298 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 370 | $7.00K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 362 | $7.00K | 0.00% | +196+118.1% | Added |
| D'Orazio & Associates, Inc. | 336 | $7.00K | 0.00% | +336 | New |
| Berman Capital Advisors, LLC | 407 | $8.00K | 0.00% | −161−28.3% | Reduced |
| Asset Dedication, LLC | 388 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 435 | $9.00K | 0.00% | −216−33.2% | Reduced |
| Signaturefd, LLC | 442 | $9.00K | 0.00% | −188−29.8% | Reduced |
| Harvest Fund Management Co., Ltd | 523 | $10.0K | 0.00% | −1,517−74.4% | Reduced |
| Parallel Advisors, LLC | 490 | $10.0K | 0.00% | −219−30.9% | Reduced |
| Farmers & Merchants Investments Inc | 492 | $10.0K | 0.00% | +202+69.7% | Added |
| Total Clarity Wealth Management, Inc. | 500 | $10.0K | 0.00% | +500 | New |
| Aua Capital Management, LLC | 551 | $11.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 559 | $11.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 581 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 586 | $12.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 584 | $13.0K | 0.01% | −37,203−98.5% | Reduced |
| MV Capital Management, Inc. | 632 | $13.0K | 0.00% | +60+10.5% | Added |
| Allworth Financial LP | 674 | $14.0K | 0.00% | +9+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 750 | $15.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 800 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 886 | $18.0K | 0.01% | −110−11.0% | Reduced |
| Assetmark, Inc | 913 | $18.0K | 0.00% | −66−6.7% | Reduced |
| Toth Financial Advisory Corp | 900 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 957 | $19.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 960 | $19.0K | 0.00% | +9+0.9% | Added |
| Stonebridge Capital Advisors LLC | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,009 | $20.0K | 0.00% | +3+0.3% | Added |
| Antonetti Capital Management LLC | 1,000 | $20.0K | 0.02% | +1,000 | New |
| Financial Enhancement Group LLC | 1,000 | $20.0K | 0.00% | +1,000 | New |
| Ade, LLC | 1,041 | $21.0K | 0.02% | −2,575−71.2% | Reduced |
| Riverview Trust Co | 1,025 | $21.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,086 | $22.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,099 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,092 | $22.0K | 0.01% | +583+114.5% | Added |
| American Portfolios Advisors | 1,125 | $22.7K | 0.00% | +200+21.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,113 | $23.0K | 0.01% | −289−20.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,171 | $24.0K | 0.00% | −2,915−71.3% | Reduced |
| Huntington National Bank | 1,167 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,229 | $25.0K | 0.01% | −1,842−60.0% | Reduced |
| Sandy Spring Bank | 1,253 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,298 | $26.0K | 0.00% | +618+90.9% | Added |
| Valley National Advisers Inc | 1,330 | $27.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,442 | $29.0K | 0.00% | +1,442 | New |
| TD Private Client Wealth LLC | 1,506 | $30.5K | 0.00% | −73−4.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,513 | $31.0K | 0.01% | −65−4.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,680 | $34.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,750 | $35.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,746 | $35.0K | 0.00% | +227+14.9% | Added |
| Cutler Group LP | 1,859 | $37.0K | 0.00% | −1,479−44.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,000 | $40.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,000 | $40.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,110 | $42.0K | 0.00% | +960+83.5% | Added |