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, Q4 2021
Institutional positions in Western Union CO as of Dec 31, 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
- 544
- −1 vs. Q3 2021
- Shares held
- 391.7M
- −12.1M (−3.0%) vs. Q3 2021
- Total value
- $6.99B
- −$1.18B (−14.4%) vs. Q3 2021
- New holders
- 89
- 203 more added
- Sold out
- 90
- 172 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 23 | $0 | 0.00% | −15,506−99.9% | Reduced |
| National Pension Service | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $0 | 0.00% | −13−59.1% | Reduced |
| SOA Wealth Advisors, LLC. | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $0 | 0.00% | −20−50.0% | Reduced |
| Addison Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Curi Capital | 5 | $0 | 0.00% | +5 | New |
| Schubert & Co | 23 | $0 | 0.00% | +23 | New |
| Cassady Schiller Wealth Management, LLC | 22 | $0 | 0.00% | +22 | New |
| Tucker Asset Management LLC | 37 | $667 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $1.00K | 0.00% | −3,121−98.7% | Reduced |
| Private Capital Group, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 73 | $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 |
| TFC Financial Management | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $1.00K | 0.00% | +20+95.2% | Added |
| Capital Advisors, Ltd. LLC | 56 | $1.00K | 0.00% | +41+273.3% | Added |
| JFS Wealth Advisors, LLC | 67 | $1.00K | 0.00% | +67 | New |
| CoreCap Advisors, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Kelly Financial Services LLC | 100 | $1.78K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 101 | $1.81K | 0.00% | +101 | New |
| RWM Asset Management, LLC | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 117 | $2.00K | 0.00% | +1+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 128 | $2.00K | 0.00% | +50+64.1% | Added |
| Sutton Wealth Advisors Inc. | 151 | $2.69K | 0.00% | +43+39.8% | Added |
| Farmers & Merchants Investments Inc | 188 | $3.00K | 0.00% | −304−61.8% | Reduced |
| Massmutual Trust Co FSB | 148 | $3.00K | 0.00% | −33−18.2% | Reduced |
| McIlrath & Eck, LLC | 194 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 152 | $3.00K | 0.00% | −18−10.6% | Reduced |
| Lee Financial Co | 175 | $3.00K | 0.00% | +175 | New |
| Amplius Wealth Advisors, LLC | 196 | $3.00K | 0.00% | +196 | New |
| Confluence Wealth Services, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| Atlas Capital Advisors LLC | 200 | $3.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 201 | $4.00K | 0.00% | −1,312−86.7% | Reduced |
| 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 |
| SJS Investment Consulting Inc. | 200 | $4.00K | 0.00% | +200 | New |
| Fieldpoint Private Securities, LLC | 255 | $5.00K | 0.00% | −974−79.3% | Reduced |
| Johnson Financial Group, Inc. | 292 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 281 | $5.00K | 0.00% | −17−5.7% | Reduced |
| Glassman Wealth Services | 270 | $5.00K | 0.00% | +216+400.0% | Added |
| West Branch Capital LLC | 276 | $5.00K | 0.00% | +276 | New |
| Fortitude Advisory Group L.L.C. | 273 | $5.00K | 0.00% | +273 | New |
| Gemmer Asset Management LLC | 362 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 350 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 324 | $6.00K | 0.00% | +4+1.3% | Added |
| EverSource Wealth Advisors, LLC | 340 | $6.00K | 0.00% | +340 | New |
| Concorde Financial Corp | 300 | $6.00K | 0.00% | +300 | New |
| Asset Dedication, LLC | 388 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 370 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 433 | $8.00K | 0.00% | −130,327−99.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 430 | $8.00K | 0.00% | −2,126−83.2% | Reduced |
| Assetmark, Inc | 471 | $8.00K | 0.00% | −442−48.4% | Reduced |
| Zions Bancorporation, N.A. | 462 | $8.00K | 0.00% | +284+159.6% | Added |
| Concord Wealth Partners | 471 | $8.00K | 0.00% | +471 | New |
| Cribstone Capital Management, LLC | 500 | $9.00K | 0.00% | +500 | New |
| Aua Capital Management, LLC | 551 | $10.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 559 | $10.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 602 | $10.0K | 0.00% | +202+50.5% | Added |
| Quent Capital, LLC | 548 | $10.0K | 0.00% | +548 | New |
| Parkside Financial Bank & Trust | 675 | $12.0K | 0.00% | −211−23.8% | Reduced |
| MV Capital Management, Inc. | 659 | $12.0K | 0.00% | +27+4.3% | Added |
| Bell Investment Advisors, Inc | 714 | $13.0K | 0.00% | +597+510.3% | Added |
| Oakworth Capital, Inc. | 800 | $14.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 800 | $14.0K | 0.00% | +800 | New |
| Lindbrook Capital, LLC | 857 | $15.0K | 0.00% | +271+46.2% | Added |
| Toth Financial Advisory Corp | 900 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 890 | $16.0K | 0.00% | +890 | New |
| Patriot Financial Group Insurance Agency, LLC | 969 | $17.0K | 0.00% | +9+0.9% | Added |
| Riverview Trust Co | 1,025 | $18.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,086 | $19.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,099 | $20.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,125 | $20.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,171 | $21.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,168 | $21.0K | 0.00% | +1+0.1% | Added |
| Cambridge Trust Co | 1,165 | $21.0K | 0.00% | +1,165 | New |
| Sandy Spring Bank | 1,253 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,245 | $22.0K | 0.01% | +153+14.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,271 | $23.0K | 0.00% | +158+14.2% | Added |
| Valley National Advisers Inc | 1,330 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,373 | $24.0K | 0.00% | +1,266+1,183.2% | Added |
| NEXT Financial Group, Inc | 1,425 | $25.0K | 0.00% | −685−32.5% | Reduced |
| Denali Advisors LLC | 1,401 | $25.0K | 0.01% | +1,401 | New |
| Dark Forest Capital Management LP | 1,452 | $26.0K | 0.01% | −1,139−44.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,680 | $30.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,699 | $30.0K | 0.00% | +1,699 | New |
| Pinnacle Bancorp, Inc. | 1,750 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,982 | $35.4K | 0.00% | +476+31.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,000 | $36.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,108 | $38.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,109 | $38.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,160 | $39.0K | 0.03% | 00.0% | Unchanged |