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, Q3 2023
Institutional positions in Western Union CO as of Sep 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
- 437
- −20 vs. Q2 2023
- Shares held
- 329.8M
- −7.90M (−2.3%) vs. Q2 2023
- Total value
- $4.37B
- +$415.9M (+10.5%) vs. Q2 2023
- New holders
- 44
- 140 more added
- Sold out
- 64
- 176 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 24 | $0 | 0.00% | +1+4.3% | Added |
| Avion Wealth | 46 | $0 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 0 | $7 | 0.00% | −5−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 6 | $75 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 17 | $225 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 29 | $383 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 37 | $488 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 45 | $508 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 55 | $725 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $752 | 0.00% | +6+11.8% | Added |
| FinTrust Capital Advisors, LLC | 66 | $870 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $1.32K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $1.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 130 | $1.71K | 0.00% | −30−18.8% | Reduced |
| Steward Financial Group LLC | 154 | $2.00K | 0.00% | +154 | New |
| Caldwell Sutter Capital, Inc. | 175 | $2.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 183 | $2.41K | 0.00% | +5+2.8% | Added |
| Harbour Investments, Inc. | 186 | $2.45K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 194 | $2.56K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $2.64K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $2.64K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 200 | $2.64K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 203 | $2.68K | 0.00% | +203 | New |
| Concord Wealth Partners | 215 | $2.83K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 220 | $2.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 261 | $3.00K | 0.00% | +246+1,640.0% | Added |
| SRS Capital Advisors, Inc. | 268 | $3.53K | 0.00% | +175+188.2% | Added |
| West Branch Capital LLC | 276 | $3.64K | 0.00% | 00.0% | Unchanged |
| American National Bank | 300 | $3.95K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 308 | $4.06K | 0.00% | +170+123.2% | Added |
| Nalls Sherbakoff Group, LLC | 350 | $4.61K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 359 | $4.73K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 381 | $5.02K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 385 | $5.08K | 0.00% | +385 | New |
| Assetmark, Inc | 415 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 430 | $5.67K | 0.00% | −4−0.9% | Reduced |
| Parkside Financial Bank & Trust | 517 | $6.82K | 0.00% | −50−8.8% | Reduced |
| Glassman Wealth Services | 557 | $7.34K | 0.00% | −727−56.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 569 | $8.00K | 0.00% | +11+2.0% | Added |
| Ci Investments Inc. | 572 | $8.00K | 0.00% | +46+8.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 624 | $8.23K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 625 | $8.24K | 0.00% | −92−12.8% | Reduced |
| Farther Finance Advisors, LLC | 634 | $8.36K | 0.00% | +46+7.8% | Added |
| Quarry LP | 637 | $8.40K | 0.01% | −484−43.2% | Reduced |
| Red Tortoise LLC | 680 | $8.96K | 0.01% | −4−0.6% | Reduced |
| Loomis Sayles & Co L P | 733 | $10.0K | 0.00% | +733 | New |
| Toth Financial Advisory Corp | 800 | $10.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 800 | $10.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 844 | $11.1K | 0.00% | +4+0.5% | Added |
| Valley National Advisers Inc | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,025 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,166 | $15.0K | 0.00% | +388+49.9% | Added |
| Eagle Bay Advisors LLC | 1,139 | $15.0K | 0.01% | −1,388−54.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,237 | $16.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,247 | $16.4K | 0.00% | −57−4.4% | Reduced |
| Studio Investment Management LLC | 1,440 | $19.0K | 0.01% | −2,382−62.3% | Reduced |
| Field & Main Bank | 1,500 | $19.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,514 | $20.0K | 0.00% | +91+6.4% | Added |
| MV Capital Management, Inc. | 1,520 | $20.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,547 | $20.4K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,609 | $21.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,615 | $21.3K | 0.00% | +1,615 | New |
| Huntington National Bank | 1,619 | $21.3K | 0.00% | −113−6.5% | Reduced |
| Impact Partnership Wealth, LLC | 1,690 | $22.3K | 0.01% | −77,236−97.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,956 | $23.0K | 0.00% | +1,123+134.8% | Added |
| Pinnacle Bancorp, Inc. | 1,750 | $23.1K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 1,810 | $23.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,913 | $25.2K | 0.00% | −53−2.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,000 | $26.4K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,160 | $28.5K | 0.00% | +1,019+89.3% | Added |
| Quadrant Capital Group LLC | 2,195 | $28.9K | 0.00% | −657−23.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,233 | $29.4K | 0.00% | +2,233 | New |
| Riverview Trust Co | 2,262 | $29.8K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,366 | $31.1K | 0.00% | +1,135+92.2% | Added |
| Investors Research Corp | 2,700 | $35.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,255 | $42.9K | 0.00% | −270−7.7% | Reduced |
| Norwood Financial Corp | 3,305 | $43.6K | 0.07% | −480−12.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,488 | $46.0K | 0.00% | +1,000+40.2% | Added |
| Signaturefd, LLC | 3,545 | $46.7K | 0.00% | −1,187−25.1% | Reduced |
| Y.D. More Investments Ltd | 3,892 | $49.4K | 0.01% | −1,110−22.2% | Reduced |
| Hexagon Capital Partners LLC | 4,007 | $52.8K | 0.01% | +739+22.6% | Added |
| First Manhattan Co | 4,175 | $55.0K | 0.00% | −2,000−32.4% | Reduced |
| Centennial Bank | 4,175 | $55.0K | 0.04% | −172−4.0% | Reduced |
| Parallel Advisors, LLC | 4,360 | $57.5K | 0.00% | −198−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,822 | $63.5K | 0.01% | +281+6.2% | Added |
| Nomura Asset Management Co Ltd | 5,100 | $67.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,904 | $77.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,023 | $79.4K | 0.01% | +6,023 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 6,280 | $82.8K | 0.04% | +6,280 | New |
| Fifth Third Bancorp | 6,793 | $89.5K | 0.00% | +1,278+23.2% | Added |
| State of Wyoming | 7,912 | $104.3K | 0.02% | +7,582+2,297.6% | Added |
| Deseret Mutual Benefit Administrators | 8,301 | $109.4K | 0.05% | +474+6.1% | Added |
| US Bancorp | 8,507 | $112.1K | 0.00% | −1,859−17.9% | Reduced |
| Avalon Trust Co | 8,600 | $113.3K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 8,759 | $115.4K | 0.10% | −7,331−45.6% | Reduced |
| KBC Group NV | 8,848 | $116.0K | 0.00% | +5,480+162.7% | Added |