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 2022
Institutional positions in Western Union CO as of Dec 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
- 506
- +2 vs. Q3 2022
- Shares held
- 379.3M
- −4.20M (−1.1%) vs. Q3 2022
- Total value
- $5.22B
- +$36.1M (+0.7%) vs. Q3 2022
- New holders
- 57
- 180 more added
- Sold out
- 55
- 195 more reduced
12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | −180−92.3% | Reduced |
| Massmutual Trust Co FSB | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 22 | $0 | 0.00% | +1+4.8% | Added |
| Hazlett, Burt & Watson, Inc. | 22 | $0 | 0.00% | +22 | New |
| National Pension Service | 5 | $69 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $74 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $83 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 15 | $207 | 0.00% | −1−6.3% | Reduced |
| CIBC Private Wealth Group, LLC | 16,430 | $226 | 0.00% | −570−3.4% | Reduced |
| CoreCap Advisors, LLC | 19 | $262 | 0.00% | +19 | New |
| EWG Elevate Inc. | 20 | $275 | 0.00% | +20 | New |
| Disciplined Investments, LLC | 24 | $330 | 0.00% | −14−36.8% | Reduced |
| Tucker Asset Management LLC | 37 | $514 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,886 | $639 | 0.00% | +1,886 | New |
| BerganKDV Wealth Management, LLC | 47 | $654 | 0.00% | −158−77.1% | Reduced |
| SJS Investment Consulting Inc. | 50 | $688 | 0.00% | −14−21.9% | Reduced |
| NewSquare Capital LLC | 55 | $763 | 0.00% | −218,876−100.0% | Reduced |
| New Millennium Group LLC | 58 | $799 | 0.00% | +58 | New |
| FinTrust Capital Advisors, LLC | 66 | $909 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 71 | $978 | 0.00% | +71 | New |
| Umb Bank N A | 56 | $1.00K | 0.00% | −1,249−95.7% | Reduced |
| Sound Income Strategies, LLC | 74 | $1.02K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 84 | $1.16K | 0.00% | +28+50.0% | Added |
| My Personal CFO, LLC | 94 | $1.29K | 0.00% | +94 | New |
| Kelly Financial Services LLC | 100 | $1.38K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.38K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 106 | $1.46K | 0.00% | +106 | New |
| Trustcore Financial Services, LLC | 108 | $1.49K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 146 | $2.02K | 0.00% | +2+1.4% | Added |
| Sutton Wealth Advisors Inc. | 149 | $2.05K | 0.00% | +141+1,762.5% | Added |
| JFS Wealth Advisors, LLC | 157 | $2.16K | 0.00% | +97+161.7% | Added |
| JJJ Advisors Inc. | 161 | $2.35K | 0.00% | +113+235.4% | Added |
| Bell Investment Advisors, Inc | 175 | $2.41K | 0.00% | −310−63.9% | Reduced |
| Farmers & Merchants Investments Inc | 178 | $2.45K | 0.00% | −188−51.4% | Reduced |
| Harbour Investments, Inc. | 186 | $2.56K | 0.00% | +1+0.5% | Added |
| McIlrath & Eck, LLC | 194 | $2.67K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $2.75K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 203 | $2.79K | 0.00% | +203 | New |
| Webster Bank, N. A. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 200 | $3.00K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 252 | $3.00K | 0.00% | +252 | New |
| Earnest Partners LLC | 220 | $3.03K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 246 | $3.39K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 276 | $3.80K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 285 | $3.92K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 331 | $4.47K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 345 | $4.74K | 0.00% | +6+1.8% | Added |
| Glassman Wealth Services | 371 | $5.11K | 0.00% | −330−47.1% | Reduced |
| ICA Group Wealth Management, LLC | 412 | $5.67K | 0.00% | +412 | New |
| Concord Wealth Partners | 415 | $5.71K | 0.00% | +415 | New |
| Bessemer Group Inc | 413 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 430 | $6.00K | 0.00% | +300+230.8% | Added |
| Assetmark, Inc | 436 | $6.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 438 | $6.03K | 0.00% | −12,600−96.6% | Reduced |
| Lindbrook Capital, LLC | 500 | $6.88K | 0.00% | −396−44.2% | Reduced |
| Prestige Wealth Management Group LLC | 525 | $7.23K | 0.00% | +487+1,281.6% | Added |
| Farther Finance Advisors, LLC | 568 | $7.82K | 0.00% | +568 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 615 | $8.47K | 0.00% | +4+0.7% | Added |
| Studio Investment Management LLC | 634 | $8.73K | 0.00% | +634 | New |
| Parkside Financial Bank & Trust | 638 | $8.79K | 0.00% | +114+21.8% | Added |
| Quent Capital, LLC | 707 | $9.74K | 0.00% | +455+180.6% | Added |
| Old North State Trust, LLC | 760 | $10.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 800 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 800 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 818 | $11.3K | 0.00% | +651+389.8% | Added |
| First Horizon Advisors, Inc. | 910 | $12.5K | 0.00% | −1,240−57.7% | Reduced |
| Stonebridge Capital Advisors LLC | 1,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,025 | $14.0K | 0.01% | −916−47.2% | Reduced |
| Valley National Advisers Inc | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,017 | $14.0K | 0.00% | +1,017 | New |
| JNBA Financial Advisors | 1,025 | $14.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,086 | $15.0K | 0.00% | +1,086 | New |
| Denali Advisors LLC | 1,100 | $15.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,145 | $15.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,164 | $16.0K | 0.00% | −4,496−79.4% | Reduced |
| Huntington National Bank | 1,168 | $16.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,171 | $16.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,192 | $16.4K | 0.00% | +20+1.7% | Added |
| Centerpoint Advisors, LLC | 1,481 | $20.0K | 0.01% | +1,481 | New |
| Field & Main Bank | 1,500 | $20.7K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 1,500 | $20.7K | 0.02% | +1,500 | New |
| MV Capital Management, Inc. | 1,520 | $20.9K | 0.00% | −409−21.2% | Reduced |
| Boyd Watterson Asset Management LLC | 1,547 | $21.3K | 0.01% | +1,547 | New |
| Private Trust Co NA | 1,613 | $22.0K | 0.00% | +405+33.5% | Added |
| Money Concepts Capital Corp | 1,600 | $22.0K | 0.00% | +600+60.0% | Added |
| Gables Capital Management Inc. | 1,609 | $22.2K | 0.02% | −500−23.7% | Reduced |
| Sandy Spring Bank | 1,634 | $22.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,750 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,955 | $26.9K | 0.00% | +535+37.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,000 | $27.5K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,184 | $30.0K | 0.00% | +1,824+506.7% | Added |
| Leonteq Securities AG | 2,223 | $30.6K | 0.00% | +2,212+20,109.1% | Added |
| Y.D. More Investments Ltd | 7,926 | $31.2K | 0.01% | +7,926 | New |
| Ronald Blue Trust, Inc. | 2,540 | $34.0K | 0.00% | +1,554+157.6% | Added |
| Fifth Third Bancorp | 2,587 | $35.6K | 0.00% | +397+18.1% | Added |
| Investors Research Corp | 2,700 | $37.2K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,716 | $37.4K | 0.00% | −2,557−48.5% | Reduced |
| Norwood Financial Corp | 2,760 | $38.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,934 | $40.4K | 0.01% | +396+15.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,950 | $40.6K | 0.00% | 00.0% | Unchanged |