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, Q2 2023
Institutional positions in Western Union CO as of Jun 30, 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
- 463
- −11 vs. Q1 2023
- Shares held
- 337.8M
- −13.6M (−3.9%) vs. Q1 2023
- Total value
- $3.96B
- +$28.4M (+0.7%) vs. Q1 2023
- New holders
- 51
- 152 more added
- Sold out
- 62
- 180 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boyar Asset Management Inc. | 17,258 | $202.4K | 0.15% | −1,550−8.2% | Reduced |
| First Republic Investment Management, Inc. | 17,184 | $201.6K | 0.00% | −11,141−39.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,568 | $194.4K | 0.06% | +16,568 | New |
| Edmp, Inc. | 16,479 | $193.3K | 0.18% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 16,473 | $193.2K | 0.01% | +16,473 | New |
| Ieq Capital, LLC | 16,456 | $193.0K | 0.00% | +3,869+30.7% | Added |
| Financial Advisory Corp | 16,463 | $193.0K | 0.09% | −15,331−48.2% | Reduced |
| Metis Global Partners, LLC | 16,428 | $192.7K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 16,357 | $191.9K | 0.01% | +3,491+27.1% | Added |
| Counterpoint Mutual Funds LLC | 16,090 | $188.7K | 0.17% | +16,090 | New |
| Caldwell Trust Co | 15,890 | $186.4K | 0.02% | −9,249−36.8% | Reduced |
| Axq Capital, LP | 15,632 | $183.4K | 0.23% | +15,632 | New |
| Principle Wealth Partners LLC | 15,630 | $183.3K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 15,100 | $177.1K | 0.01% | +4,320+40.1% | Added |
| Quantinno Capital Management LP | 15,040 | $176.0K | 0.01% | +15,040 | New |
| Arcus Capital Partners, LLC | 15,000 | $175.9K | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 14,882 | $174.6K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 14,603 | $171.3K | 0.05% | −500−3.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,384 | $168.7K | 0.01% | −381−2.6% | Reduced |
| Ifrah Financial Services, Inc. | 14,274 | $167.4K | 0.05% | +480+3.5% | Added |
| Personal Cfo Solutions, LLC | 14,227 | $166.9K | 0.03% | +877+6.6% | Added |
| Boothbay Fund Management, LLC | 14,206 | $166.6K | 0.01% | −40,248−73.9% | Reduced |
| Regions Financial Corp | 14,004 | $164.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,965 | $164.0K | 0.00% | +466+3.5% | Added |
| Hunter Associates Investment Management LLC | 13,690 | $161.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 13,708 | $161.0K | 0.03% | +13,708 | New |
| Ritholtz Wealth Management | 13,525 | $158.7K | 0.01% | −8,859−39.6% | Reduced |
| Covestor Ltd | 13,491 | $158.0K | 0.12% | +4,984+58.6% | Added |
| Kapitalo Investimentos Ltda | 13,445 | $157.7K | 0.03% | +4,232+45.9% | Added |
| One Wealth Advisors, LLC | 13,217 | $155.0K | 0.03% | −844−6.0% | Reduced |
| Morningstar Investment Services LLC | 13,274 | $154.0K | 0.00% | −135,833−91.1% | Reduced |
| CIBC Private Wealth Group, LLC | 13,126 | $154.0K | 0.00% | −4,430−25.2% | Reduced |
| Commerce Bank | 13,107 | $153.7K | 0.00% | −20,185−60.6% | Reduced |
| TD Waterhouse Canada Inc. | 13,014 | $152.5K | 0.00% | +13,014 | New |
| Fort, L.P. | 12,915 | $151.5K | 0.40% | −5,641−30.4% | Reduced |
| Pathstone Family Office, LLC | 13,028 | $151.4K | 0.00% | +734+6.0% | Added |
| M&T Bank Corp | 12,374 | $145.1K | 0.00% | −9,820−44.2% | Reduced |
| Inceptionr LLC | 12,023 | $141.0K | 0.08% | −21,839−64.5% | Reduced |
| Equitable Holdings, Inc. | 11,818 | $138.6K | 0.00% | +984+9.1% | Added |
| Bartlett & Co. LLC | 11,640 | $137.0K | 0.00% | −4,430−27.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,640 | $136.5K | 0.00% | −4,430−27.6% | Reduced |
| Veriti Management LLC | 11,391 | $133.6K | 0.01% | +11,391 | New |
| Crescent Grove Advisors, LLC | 11,345 | $133.1K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,311 | $132.7K | 0.00% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 11,303 | $132.6K | 0.15% | −1,300−10.3% | Reduced |
| Profund Advisors LLC | 11,286 | $132.4K | 0.01% | −2,118−15.8% | Reduced |
| Philadelphia Trust Co | 11,200 | $131.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,046 | $129.6K | 0.00% | +842+8.3% | Added |
| Dorsey & Whitney Trust CO LLC | 11,026 | $129.3K | 0.01% | −878−7.4% | Reduced |
| First National Trust Co | 10,777 | $126.4K | 0.01% | −396−3.5% | Reduced |
| Segall Bryant & Hamill, LLC | 10,625 | $124.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,487 | $123.0K | 0.00% | −14−0.1% | Reduced |
| US Bancorp | 10,366 | $121.6K | 0.00% | −8,317−44.5% | Reduced |
| Woodmont Investment Counsel LLC | 10,218 | $119.9K | 0.01% | +10,218 | New |
| Northwest Bancshares, Inc. | 10,163 | $119.2K | 0.02% | −202−1.9% | Reduced |
| Avalon Trust Co | 8,600 | $100.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 7,827 | $91.8K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 7,264 | $85.0K | 0.00% | +4,124+131.3% | Added |
| First Manhattan Co | 6,175 | $72.4K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 6,000 | $70.4K | 0.06% | +6,000 | New |
| Whittier Trust Co of Nevada Inc | 5,904 | $69.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,515 | $64.7K | 0.00% | +4,117+294.5% | Added |
| Nomura Asset Management Co Ltd | 5,100 | $59.8K | 0.00% | −36,705−87.8% | Reduced |
| Y.D. More Investments Ltd | 5,002 | $58.7K | 0.01% | −460−8.4% | Reduced |
| Signaturefd, LLC | 4,732 | $55.5K | 0.00% | −580−10.9% | Reduced |
| Parallel Advisors, LLC | 4,558 | $53.5K | 0.00% | −5,867−56.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,541 | $53.3K | 0.01% | +3,516+343.0% | Added |
| Centennial Bank | 4,347 | $51.0K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 3,822 | $44.8K | 0.01% | +1,498+64.5% | Added |
| Norwood Financial Corp | 3,785 | $44.4K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,525 | $41.3K | 0.00% | −277−7.3% | Reduced |
| KBC Group NV | 3,368 | $39.0K | 0.00% | −85,335−96.2% | Reduced |
| Hexagon Capital Partners LLC | 3,268 | $38.3K | 0.01% | +337+11.5% | Added |
| Cutler Group LP | 3,301 | $38.0K | 0.01% | +3,301 | New |
| Hanson & Doremus Investment Management | 3,115 | $37.0K | 0.01% | −10,713−77.5% | Reduced |
| Quadrant Capital Group LLC | 2,852 | $33.5K | 0.00% | −2,021−41.5% | Reduced |
| Investors Research Corp | 2,700 | $31.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,527 | $29.6K | 0.02% | +2,527 | New |
| Steward Partners Investment Advisory, LLC | 2,488 | $29.2K | 0.00% | −462−15.7% | Reduced |
| Riverview Trust Co | 2,262 | $26.5K | 0.02% | +1,237+120.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,000 | $23.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,966 | $23.1K | 0.00% | −1,381−41.3% | Reduced |
| ING Groep NV | 1,810 | $21.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,750 | $20.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,732 | $20.3K | 0.00% | +564+48.3% | Added |
| Gables Capital Management Inc. | 1,609 | $18.9K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 1,548 | $18.2K | 0.01% | +1,548 | New |
| Boyd Watterson Asset Management LLC | 1,547 | $18.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,520 | $17.8K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,500 | $17.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,423 | $16.7K | 0.00% | +86+6.4% | Added |
| First Horizon Advisors, Inc. | 1,304 | $15.3K | 0.00% | −79−5.7% | Reduced |
| Glassman Wealth Services | 1,284 | $15.1K | 0.00% | +1,186+1,210.2% | Added |
| GHP Investment Advisors, Inc. | 1,231 | $14.6K | 0.00% | +48+4.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,237 | $14.5K | 0.00% | +25+2.1% | Added |
| GWM Advisors LLC | 1,141 | $13.4K | 0.00% | −700−38.0% | Reduced |
| Quarry LP | 1,121 | $13.1K | 0.01% | −2,564−69.6% | Reduced |
| Denali Advisors LLC | 1,100 | $12.9K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,025 | $12.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |