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, Q1 2022
Institutional positions in Western Union CO as of Mar 31, 2022. 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
- 514
- −25 vs. Q4 2021
- Shares held
- 388.5M
- −2.68M (−0.7%) vs. Q4 2021
- Total value
- $7.28B
- +$303.8M (+4.4%) vs. Q4 2021
- New holders
- 52
- 173 more added
- Sold out
- 77
- 209 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | −41−73.2% | Reduced |
| Ci Investments Inc. | 23 | $0 | 0.00% | 00.0% | Unchanged |
| National Pension Service | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 37 | $693 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 74 | $1.00K | 0.00% | −207−73.7% | Reduced |
| Evoke Wealth, LLC | 50 | $1.00K | 0.00% | −78−60.9% | Reduced |
| AdvisorNet Financial, Inc | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 74 | $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 |
| Private Capital Group, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 40 | $1.00K | 0.00% | +17+73.9% | Added |
| Global Retirement Partners, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Disciplined Investments, LLC | 45 | $1.00K | 0.00% | +45 | New |
| Cordant, Inc. | 73 | $1.00K | 0.00% | +73 | New |
| Kelly Financial Services LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 104 | $1.95K | 0.00% | −47−31.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 85 | $2.00K | 0.00% | −345−80.2% | Reduced |
| Massmutual Trust Co FSB | 128 | $2.00K | 0.00% | −20−13.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 103 | $2.00K | 0.00% | +2+2.0% | Added |
| CNB Bank | 100 | $2.00K | 0.00% | +100 | New |
| BerganKDV Wealth Management, LLC | 154 | $3.00K | 0.00% | +2+1.3% | Added |
| JFS Wealth Advisors, LLC | 179 | $3.00K | 0.00% | +112+167.2% | Added |
| Lansing Street Advisors | 144 | $3.00K | 0.00% | +144 | New |
| Atlas Capital Advisors LLC | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 220 | $4.00K | 0.00% | −35−13.7% | 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 | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 207 | $4.00K | 0.00% | +7+3.5% | Added |
| Farmers & Merchants Investments Inc | 188 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 194 | $4.00K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 223 | $4.00K | 0.00% | +223 | New |
| Beacon Capital Management, LLC | 206 | $4.00K | 0.00% | +206 | New |
| Spire Wealth Management | 293 | $5.00K | 0.00% | −2,038−87.4% | Reduced |
| Glassman Wealth Services | 281 | $5.00K | 0.00% | +11+4.1% | Added |
| West Branch Capital LLC | 276 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 273 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 344 | $6.00K | 0.00% | −315−47.8% | Reduced |
| Key Financial Inc | 331 | $6.00K | 0.00% | −228−40.8% | Reduced |
| Quent Capital, LLC | 340 | $6.00K | 0.00% | −208−38.0% | Reduced |
| Focused Wealth Management, Inc | 328 | $6.00K | 0.00% | +4+1.2% | Added |
| Gemmer Asset Management LLC | 362 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 295 | $6.00K | 0.00% | −45−13.2% | Reduced |
| TCI Wealth Advisors, Inc. | 318 | $6.00K | 0.00% | +318 | New |
| TD Private Client Wealth LLC | 335 | $6.28K | 0.00% | −1,647−83.1% | Reduced |
| Cambridge Trust Co | 400 | $7.00K | 0.00% | −765−65.7% | Reduced |
| Asset Dedication, LLC | 388 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 370 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 400 | $7.00K | 0.01% | +400 | New |
| HM Payson & Co | 433 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 449 | $8.00K | 0.00% | −13−2.8% | Reduced |
| Loomis Sayles & Co L P | 448 | $8.00K | 0.00% | +448 | New |
| Cribstone Capital Management, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 463 | $9.00K | 0.00% | −8−1.7% | Reduced |
| Concord Wealth Partners | 472 | $9.00K | 0.00% | +1+0.2% | Added |
| First Horizon Advisors, Inc. | 509 | $10.0K | 0.00% | −2,171−81.0% | Reduced |
| Parkside Financial Bank & Trust | 562 | $10.0K | 0.00% | −113−16.7% | Reduced |
| Aua Capital Management, LLC | 551 | $10.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 605 | $11.0K | 0.00% | +3+0.5% | Added |
| Prospera Financial Services Inc | 692 | $13.0K | 0.00% | −65,000−98.9% | Reduced |
| Allworth Financial LP | 685 | $13.0K | 0.00% | −1,993−74.4% | Reduced |
| Ellevest, Inc. | 777 | $15.0K | 0.00% | −596−43.4% | Reduced |
| Toth Financial Advisory Corp | 800 | $15.0K | 0.00% | −100−11.1% | Reduced |
| Oakworth Capital, Inc. | 800 | $15.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 865 | $16.0K | 0.00% | +664+330.3% | Added |
| Geneos Wealth Management Inc. | 946 | $17.0K | 0.00% | −2,482−72.4% | Reduced |
| Lindbrook Capital, LLC | 889 | $17.0K | 0.00% | +32+3.7% | Added |
| Dark Forest Capital Management LP | 1,000 | $18.0K | 0.00% | −452−31.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 979 | $18.0K | 0.00% | +10+1.0% | Added |
| Stonebridge Capital Advisors LLC | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,000 | $19.0K | 0.00% | +1,000 | New |
| Plante Moran Financial Advisors, LLC | 1,141 | $21.0K | 0.00% | −130−10.2% | Reduced |
| JNBA Financial Advisors | 1,099 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,143 | $21.0K | 0.01% | +253+28.4% | Added |
| TCWP LLC | 1,154 | $21.0K | 0.00% | +1,154 | New |
| Cullen/Frost Bankers, Inc. | 1,171 | $22.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,168 | $22.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,214 | $22.8K | 0.00% | +89+7.9% | Added |
| Sandy Spring Bank | 1,253 | $23.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,267 | $24.0K | 0.00% | −1,511−54.4% | Reduced |
| CWM, LLC | 1,338 | $25.0K | 0.00% | −361−21.2% | Reduced |
| Valley National Advisers Inc | 1,330 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,495 | $28.0K | 0.01% | +250+20.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,680 | $31.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,750 | $33.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,801 | $34.0K | 0.01% | +400+28.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,000 | $37.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 2,047 | $38.0K | 0.03% | +1,022+99.7% | Added |
| Trustcore Financial Services, LLC | 2,108 | $40.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,109 | $40.0K | 0.03% | 00.0% | Unchanged |