Skip to main content

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.

Institutional holdersQ3 2023: 437 institutions
Q1 2021: 572 institutionsQ2 2021: 569 institutionsQ3 2021: 552 institutionsQ4 2021: 544 institutionsQ1 2022: 514 institutionsQ2 2022: 507 institutionsQ3 2022: 516 institutionsQ4 2022: 506 institutionsQ1 2023: 476 institutionsQ2 2023: 463 institutionsQ3 2023: 437 institutionsQ4 2023: 463 institutionsQ1 2024: 457 institutionsQ2 2024: 444 institutionsQ3 2024: 454 institutionsQ4 2024: 470 institutionsQ1 2025: 468 institutionsQ2 2025: 472 institutionsQ3 2025: 456 institutionsQ4 2025: 485 institutionsQ1 2026: 514 institutionsQ2 2026: 484 institutions
Value heldQ3 2023: $4.37B
Q1 2021: $10.1BQ2 2021: $9.34BQ3 2021: $8.18BQ4 2021: $6.99BQ1 2022: $7.28BQ2 2022: $6.23BQ3 2022: $5.19BQ4 2022: $5.22BQ1 2023: $3.94BQ2 2023: $3.96BQ3 2023: $4.37BQ4 2023: $3.78BQ1 2024: $4.45BQ2 2024: $3.77BQ3 2024: $3.65BQ4 2024: $3.32BQ1 2025: $3.36BQ2 2025: $2.54BQ3 2025: $2.53BQ4 2025: $3.10BQ1 2026: $2.70BQ2 2026: $2.32B
Institutions holding WU and their total value by quarter
QuarterHoldersValue
Q2 2026484$2.32B
Q1 2026514$2.70B
Q4 2025485$3.10B
Q3 2025456$2.53B
Q2 2025472$2.54B
Q1 2025468$3.36B
Q4 2024470$3.32B
Q3 2024454$3.65B
Q2 2024444$3.77B
Q1 2024457$4.45B
Q4 2023463$3.78B
Q3 2023437$4.37B
Q2 2023463$3.96B
Q1 2023476$3.94B
Q4 2022506$5.22B
Q3 2022516$5.19B
Q2 2022507$6.23B
Q1 2022514$7.28B
Q4 2021544$6.99B
Q3 2021552$8.18B
Q2 2021569$9.34B
Q1 2021572$10.1B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q2 2023.

Institutions holding WU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hunter Associates Investment Management LLC13,690$182.0K0.04%00.0%Unchanged
Harvest Fund Management Co., Ltd13,708$181.0K0.03%00.0%Unchanged
Caldwell Trust Co13,698$180.5K0.02%−2,192−13.8%Reduced
SageView Advisory Group, LLC13,692$180.5K0.01%−1,408−9.3%Reduced
Principle Wealth Partners LLC13,520$178.2K0.02%−2,110−13.5%Reduced
IFP Advisors, Inc13,440$177.1K0.01%−1,031−7.1%Reduced
Covestor Ltd13,436$177.0K0.13%−55−0.4%Reduced
Morningstar Investment Services LLC13,167$177.0K0.00%−107−0.8%Reduced
Diligent Investors, LLC13,203$174.0K0.05%−1,400−9.6%Reduced
Foundry Partners, LLC13,050$172.0K0.01%+13,050New
TD Waterhouse Canada Inc.12,814$168.2K0.00%−200−1.5%Reduced
Summit Trail Advisors, LLC12,718$167.6K0.01%+12,718New
Coldstream Capital Management Inc12,556$165.5K0.01%+12,556New
Versor Investments LP12,437$163.9K0.03%−28,521−69.6%Reduced
Y-Intercept (Hong Kong) Ltd12,325$162.4K0.02%−43,109−77.8%Reduced
Equitable Holdings, Inc.11,791$155.4K0.00%−27−0.2%Reduced
Bartlett & Co. Wealth Management LLC11,640$153.4K0.00%00.0%Unchanged
Bartlett & Co. LLC11,640$153.0K0.00%00.0%Unchanged
CWM, LLC11,588$153.0K0.00%+4,324+59.5%Added
First Republic Investment Management, Inc.11,596$152.8K0.00%−5,588−32.5%Reduced
Mather Group, LLC.11,396$150.2K0.00%+11,396New
Crescent Grove Advisors, LLC11,345$149.5K0.02%00.0%Unchanged
CIBC Asset Management Inc11,311$149.1K0.00%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG11,300$148.9K0.00%−38,179−77.2%Reduced
Advisory Services Network, LLC11,263$148.4K0.00%+776+7.4%Added
Philadelphia Trust Co11,200$148.0K0.02%00.0%Unchanged
Dorsey & Whitney Trust CO LLC11,026$145.3K0.01%00.0%Unchanged
D.A. Davidson & Co.11,019$145.2K0.00%−27−0.2%Reduced
M&T Bank Corp10,911$143.8K0.00%−1,463−11.8%Reduced
Regions Financial Corp10,832$142.8K0.00%−3,172−22.7%Reduced
Boothbay Fund Management, LLC10,826$142.7K0.01%−3,380−23.8%Reduced
Ritholtz Wealth Management10,694$140.9K0.01%−2,831−20.9%Reduced
GTS Securities LLC10,402$137.1K0.00%+10,402New
Wolverine Trading, LLC10,389$136.9K0.00%+10,389New
Profund Advisors LLC10,149$133.8K0.01%−1,137−10.1%Reduced
First National Trust Co10,062$132.6K0.01%−715−6.6%Reduced
KBC Group NV8,848$116.0K0.00%+5,480+162.7%Added
Counterpoint Mutual Funds LLC8,759$115.4K0.10%−7,331−45.6%Reduced
Avalon Trust Co8,600$113.3K0.01%00.0%Unchanged
US Bancorp8,507$112.1K0.00%−1,859−17.9%Reduced
Deseret Mutual Benefit Administrators8,301$109.4K0.05%+474+6.1%Added
State of Wyoming7,912$104.3K0.02%+7,582+2,297.6%Added
Fifth Third Bancorp6,793$89.5K0.00%+1,278+23.2%Added
Annis Gardner Whiting Capital Advisors, LLC6,280$82.8K0.04%+6,280New
Salomon & Ludwin, LLC6,023$79.4K0.01%+6,023New
Whittier Trust Co of Nevada Inc5,904$77.8K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd5,100$67.2K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC4,822$63.5K0.01%+281+6.2%Added
Parallel Advisors, LLC4,360$57.5K0.00%−198−4.3%Reduced
Centennial Bank4,175$55.0K0.04%−172−4.0%Reduced
First Manhattan Co4,175$55.0K0.00%−2,000−32.4%Reduced
Hexagon Capital Partners LLC4,007$52.8K0.01%+739+22.6%Added
Y.D. More Investments Ltd3,892$49.4K0.01%−1,110−22.2%Reduced
Signaturefd, LLC3,545$46.7K0.00%−1,187−25.1%Reduced
Steward Partners Investment Advisory, LLC3,488$46.0K0.00%+1,000+40.2%Added
Norwood Financial Corp3,305$43.6K0.07%−480−12.7%Reduced
Northwestern Mutual Wealth Management Co3,255$42.9K0.00%−270−7.7%Reduced
Investors Research Corp2,700$35.6K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.2,366$31.1K0.00%+1,135+92.2%Added
Riverview Trust Co2,262$29.8K0.03%00.0%Unchanged
Cary Street Partner Investment Advisory LLC2,233$29.4K0.00%+2,233New
Quadrant Capital Group LLC2,195$28.9K0.00%−657−23.0%Reduced
GWM Advisors LLC2,160$28.5K0.00%+1,019+89.3%Added
Mark Sheptoff Financial Planning, LLC2,000$26.4K0.02%00.0%Unchanged
Allworth Financial LP1,913$25.2K0.00%−53−2.7%Reduced
ING Groep NV1,810$23.9K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.1,750$23.1K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.1,956$23.0K0.00%+1,123+134.8%Added
Impact Partnership Wealth, LLC1,690$22.3K0.01%−77,236−97.9%Reduced
Huntington National Bank1,619$21.3K0.00%−113−6.5%Reduced
Leonteq Securities AG1,615$21.3K0.00%+1,615New
Gables Capital Management Inc.1,609$21.2K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC1,547$20.4K0.01%00.0%Unchanged
MV Capital Management, Inc.1,520$20.0K0.00%00.0%Unchanged
Private Trust Co NA1,514$20.0K0.00%+91+6.4%Added
Field & Main Bank1,500$19.8K0.01%00.0%Unchanged
Studio Investment Management LLC1,440$19.0K0.01%−2,382−62.3%Reduced
First Horizon Advisors, Inc.1,247$16.4K0.00%−57−4.4%Reduced
Plante Moran Financial Advisors, LLC1,237$16.3K0.00%00.0%Unchanged
Eagle Bay Advisors LLC1,139$15.0K0.01%−1,388−54.9%Reduced
Bessemer Group Inc1,166$15.0K0.00%+388+49.9%Added
JNBA Financial Advisors1,025$13.5K0.00%00.0%Unchanged
Delta Asset Management LLC1,000$13.2K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC1,000$13.2K0.00%00.0%Unchanged
Valley National Advisers Inc1,000$13.0K0.00%00.0%Unchanged
Quent Capital, LLC844$11.1K0.00%+4+0.5%Added
Toth Financial Advisory Corp800$10.5K0.00%00.0%Unchanged
Oakworth Capital, Inc.800$10.5K0.00%00.0%Unchanged
Loomis Sayles & Co L P733$10.0K0.00%+733New
Red Tortoise LLC680$8.96K0.01%−4−0.6%Reduced
Quarry LP637$8.40K0.01%−484−43.2%Reduced
Farther Finance Advisors, LLC634$8.36K0.00%+46+7.8%Added
Massmutual Trust Co FSB625$8.24K0.00%−92−12.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC624$8.23K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.600$8.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC569$8.00K0.00%+11+2.0%Added
Ci Investments Inc.572$8.00K0.00%+46+8.7%Added
Glassman Wealth Services557$7.34K0.00%−727−56.6%Reduced
Parkside Financial Bank & Trust517$6.82K0.00%−50−8.8%Reduced
Bell Investment Advisors, Inc430$5.67K0.00%−4−0.9%Reduced