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 2023
Institutional positions in Western Union CO as of Mar 31, 2023. 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
- 476
- −22 vs. Q4 2022
- Shares held
- 352.2M
- −26.5M (−7.0%) vs. Q4 2022
- Total value
- $3.94B
- −$1.28B (−24.5%) vs. Q4 2022
- New holders
- 69
- 152 more added
- Sold out
- 91
- 185 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 23 | $0 | 0.00% | +1+4.5% | Added |
| Ci Investments Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $61 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 15 | $168 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 17 | $191 | 0.00% | +17 | New |
| BerganKDV Wealth Management, LLC | 31 | $351 | 0.00% | −16−34.0% | Reduced |
| Tucker Asset Management LLC | 37 | $413 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 53 | $591 | 0.00% | +29+120.8% | Added |
| NewSquare Capital LLC | 55 | $618 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 56 | $624 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 60 | $669 | 0.00% | +10+20.0% | Added |
| AdvisorNet Financial, Inc | 73 | $814 | 0.00% | +2+2.8% | Added |
| Proequities, Inc. | 74 | $825 | 0.00% | −211−74.0% | Reduced |
| FinTrust Capital Advisors, LLC | 66 | $909 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 85 | $948 | 0.00% | −7,373−98.9% | Reduced |
| Glassman Wealth Services | 98 | $1.09K | 0.00% | −273−73.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $1.11K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $1.11K | 0.00% | +100 | New |
| Leonteq Securities AG | 118 | $1.32K | 0.00% | −2,105−94.7% | Reduced |
| Ridgewood Investments LLC | 120 | $1.34K | 0.00% | +120 | New |
| Sutton Wealth Advisors Inc. | 131 | $1.46K | 0.00% | −18−12.1% | Reduced |
| Spire Wealth Management | 135 | $1.50K | 0.00% | −295−68.6% | Reduced |
| Schubert & Co | 139 | $1.55K | 0.00% | +55+65.5% | Added |
| Lansing Street Advisors | 149 | $1.66K | 0.00% | +3+2.1% | Added |
| Farmers & Merchants Investments Inc | 160 | $1.78K | 0.00% | −18−10.1% | Reduced |
| Harbour Investments, Inc. | 186 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 191 | $2.13K | 0.00% | +16+9.1% | Added |
| McIlrath & Eck, LLC | 194 | $2.16K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $2.23K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 200 | $2.23K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $2.23K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $2.23K | 0.00% | +200 | New |
| JFS Wealth Advisors, LLC | 212 | $2.36K | 0.00% | +55+35.0% | Added |
| Earnest Partners LLC | 220 | $2.45K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 246 | $2.74K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 252 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 276 | $3.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 283 | $3.15K | 0.00% | +283 | New |
| American National Bank | 300 | $3.35K | 0.00% | −62,643−99.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 350 | $3.86K | 0.00% | +350 | New |
| Focused Wealth Management, Inc | 352 | $3.92K | 0.00% | +7+2.0% | Added |
| Sandy Spring Bank | 381 | $4.25K | 0.00% | −1,253−76.7% | Reduced |
| ICA Group Wealth Management, LLC | 412 | $4.59K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 415 | $4.63K | 0.00% | −21−4.8% | Reduced |
| Massmutual Trust Co FSB | 419 | $4.67K | 0.00% | +394+1,576.0% | Added |
| Bessemer Group Inc | 461 | $5.00K | 0.00% | +48+11.6% | Added |
| Bokf, NA | 452 | $5.04K | 0.00% | −34,615−98.7% | Reduced |
| Parkside Financial Bank & Trust | 510 | $5.69K | 0.00% | −128−20.1% | Reduced |
| Tradition Wealth Management, LLC | 547 | $6.00K | 0.00% | +547 | New |
| Farther Finance Advisors, LLC | 568 | $6.33K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 619 | $6.91K | 0.00% | +4+0.7% | Added |
| Pointe Capital Management LLC | 625 | $6.97K | 0.01% | +625 | New |
| Lindbrook Capital, LLC | 698 | $7.78K | 0.00% | +198+39.6% | Added |
| Old North State Trust, LLC | 760 | $8.00K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 800 | $8.92K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 800 | $8.92K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 750 | $9.00K | 0.00% | −85,132−99.1% | Reduced |
| Global Retirement Partners, LLC | 786 | $9.15K | 0.00% | −32−3.9% | Reduced |
| International Assets Investment Management, LLC | 856 | $9.54K | 0.00% | +856 | New |
| Quent Capital, LLC | 867 | $9.66K | 0.00% | +160+22.6% | Added |
| Cullen/Frost Bankers, Inc. | 910 | $10.1K | 0.00% | −261−22.3% | Reduced |
| Valley National Advisers Inc | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,000 | $11.2K | 0.00% | −86−7.9% | Reduced |
| Stonebridge Capital Advisors LLC | 1,000 | $11.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,025 | $11.4K | 0.00% | +1,025 | New |
| JNBA Financial Advisors | 1,025 | $11.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,025 | $11.4K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,168 | $13.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,183 | $13.2K | 0.00% | +19+1.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,212 | $13.5K | 0.00% | +20+1.7% | Added |
| Private Trust Co NA | 1,337 | $14.9K | 0.00% | −276−17.1% | Reduced |
| First Horizon Advisors, Inc. | 1,383 | $15.4K | 0.00% | +473+52.0% | Added |
| Fifth Third Bancorp | 1,398 | $15.6K | 0.00% | −1,189−46.0% | Reduced |
| Field & Main Bank | 1,500 | $16.7K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 5,462 | $16.8K | 0.00% | −2,464−31.1% | Reduced |
| MV Capital Management, Inc. | 1,520 | $16.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,547 | $17.2K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,609 | $17.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,750 | $19.5K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 1,810 | $20.2K | 0.00% | +1,810 | New |
| GWM Advisors LLC | 1,841 | $20.5K | 0.00% | −45−2.4% | Reduced |
| National Bank of Canada | 1,850 | $20.6K | 0.00% | −382,400−99.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,000 | $22.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 2,233 | $24.9K | 0.00% | +2,233 | New |
| Studio Investment Management LLC | 2,324 | $25.9K | 0.01% | +1,690+266.6% | Added |
| Loomis Sayles & Co L P | 2,379 | $27.0K | 0.00% | +195+8.9% | Added |
| Investors Research Corp | 2,700 | $30.1K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,752 | $31.0K | 0.00% | −32,336−92.2% | Reduced |
| Hexagon Capital Partners LLC | 2,931 | $32.7K | 0.01% | −3−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,950 | $32.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,516 | $34.0K | 0.00% | −24−0.9% | Reduced |
| CWM, LLC | 3,140 | $35.0K | 0.00% | −1,287−29.1% | Reduced |
| Allworth Financial LP | 3,347 | $37.3K | 0.00% | +364+12.2% | Added |
| Quarry LP | 3,685 | $41.1K | 0.02% | +3,482+1,715.3% | Added |
| Norwood Financial Corp | 3,785 | $42.2K | 0.07% | +1,025+37.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,802 | $42.4K | 0.00% | −5,000−56.8% | Reduced |
| Centennial Bank | 4,347 | $48.5K | 0.03% | −139−3.1% | Reduced |