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 2023
Institutional positions in Western Union CO as of Dec 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
- 463
- +32 vs. Q3 2023
- Shares held
- 317.0M
- −12.5M (−3.8%) vs. Q3 2023
- Total value
- $3.78B
- −$587.5M (−13.5%) vs. Q3 2023
- New holders
- 79
- 139 more added
- Sold out
- 47
- 176 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | −246−94.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 4 | $48 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $60 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 6 | $69 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $72 | 0.00% | +6 | New |
| Horizon Investments, LLC | 27 | $322 | 0.00% | +27 | New |
| Tucker Asset Management LLC | 37 | $441 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $441 | 0.00% | +36 | New |
| Bogart Wealth, LLC | 37 | $441 | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 43 | $513 | 0.00% | +43 | New |
| Bokf, NA | 45 | $536 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $680 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 66 | $787 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 66 | $787 | 0.00% | +66 | New |
| Avion Wealth | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $1.19K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 100 | $1.19K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 130 | $1.55K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 152 | $1.81K | 0.00% | +152 | New |
| Spire Wealth Management | 158 | $1.91K | 0.00% | −150−48.7% | Reduced |
| Loomis Sayles & Co L P | 207 | $2.00K | 0.00% | −526−71.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 175 | $2.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 183 | $2.18K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 194 | $2.31K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $2.38K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $2.38K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 200 | $2.38K | 0.00% | +200 | New |
| Sandy Spring Bank | 213 | $2.54K | 0.00% | −168−44.1% | Reduced |
| Bessemer Group Inc | 282 | $3.00K | 0.00% | −884−75.8% | Reduced |
| Signature Resources Capital Management, LLC | 254 | $3.03K | 0.00% | +254 | New |
| Global Retirement Partners, LLC | 256 | $3.13K | 0.00% | +227+782.8% | Added |
| SRS Capital Advisors, Inc. | 273 | $3.26K | 0.00% | +5+1.9% | Added |
| West Branch Capital LLC | 276 | $3.29K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 296 | $3.53K | 0.00% | −3,879−92.9% | Reduced |
| American National Bank | 300 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 316 | $3.77K | 0.00% | −114−26.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 350 | $4.17K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 365 | $4.36K | 0.00% | +6+1.7% | Added |
| Venturi Wealth Management, LLC | 385 | $4.59K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 410 | $4.89K | 0.00% | +410 | New |
| Harbour Investments, Inc. | 446 | $5.32K | 0.00% | +260+139.8% | Added |
| Parkside Financial Bank & Trust | 527 | $6.28K | 0.00% | +10+1.9% | Added |
| Glassman Wealth Services | 557 | $6.64K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 579 | $7.00K | 0.00% | +10+1.8% | Added |
| CVA Family Office, LLC | 600 | $7.15K | 0.00% | +600 | New |
| Quent Capital, LLC | 606 | $7.22K | 0.00% | −238−28.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 632 | $7.54K | 0.00% | +8+1.3% | Added |
| Massmutual Trust Co FSB | 642 | $7.65K | 0.00% | +17+2.7% | Added |
| Clear Street Markets LLC | 700 | $8.00K | 0.00% | +700 | New |
| Assetmark, Inc | 674 | $8.03K | 0.00% | +259+62.4% | Added |
| Red Tortoise LLC | 680 | $8.11K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 781 | $9.31K | 0.00% | +781 | New |
| Toth Financial Advisory Corp | 800 | $9.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 800 | $9.54K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 965 | $11.5K | 0.00% | +331+52.2% | Added |
| Geneos Wealth Management Inc. | 972 | $11.6K | 0.00% | −21,508−95.7% | Reduced |
| Delta Asset Management LLC | 1,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 909 | $12.0K | 0.00% | −1,047−53.5% | Reduced |
| JNBA Financial Advisors | 1,025 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,097 | $13.1K | 0.00% | +1,097 | New |
| GWM Advisors LLC | 1,132 | $13.5K | 0.00% | −1,028−47.6% | Reduced |
| First Horizon Advisors, Inc. | 1,247 | $14.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,339 | $16.0K | 0.00% | −280−17.3% | Reduced |
| Boyd Watterson Asset Management LLC | 1,357 | $16.2K | 0.01% | −190−12.3% | Reduced |
| Private Trust Co NA | 1,428 | $17.0K | 0.00% | −86−5.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,442 | $17.2K | 0.01% | +1,442 | New |
| Central Trust Co | 1,444 | $17.2K | 0.00% | +1,444 | New |
| Field & Main Bank | 1,500 | $17.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,520 | $18.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,597 | $19.0K | 0.00% | −316−16.5% | Reduced |
| Gables Capital Management Inc. | 1,609 | $19.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,671 | $19.9K | 0.00% | −524−23.9% | Reduced |
| Pinnacle Bancorp, Inc. | 1,750 | $20.9K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,945 | $23.0K | 0.05% | +1,945 | New |
| Long Island Wealth Management, Inc. | 1,907 | $23.0K | 0.02% | +1,907 | New |
| First Manhattan Co | 1,975 | $23.5K | 0.00% | −2,200−52.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,000 | $23.8K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,000 | $23.8K | 0.01% | +2,000 | New |
| Abich Financial Wealth Management LLC | 2,059 | $24.5K | 0.02% | +2,059 | New |
| Point72 Hong Kong Ltd | 2,200 | $26.2K | 0.00% | +2,200 | New |
| Whittier Trust Co of Nevada Inc | 2,302 | $27.4K | 0.00% | −3,602−61.0% | Reduced |
| GHP Investment Advisors, Inc. | 2,389 | $28.5K | 0.00% | +23+1.0% | Added |
| Leonteq Securities AG | 2,433 | $29.0K | 0.00% | +818+50.7% | Added |
| WealthCollab, LLC | 2,547 | $30.4K | 0.02% | +2,547 | New |
| Quarry LP | 2,615 | $31.2K | 0.02% | +1,978+310.5% | Added |
| Global X Japan Co., Ltd. | 2,678 | $31.9K | 0.02% | +2,678 | New |
| Norwood Financial Corp | 3,105 | $37.0K | 0.06% | −200−6.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,320 | $39.6K | 0.00% | +65+2.0% | Added |
| Signaturefd, LLC | 3,470 | $41.4K | 0.00% | −75−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,586 | $42.7K | 0.00% | +98+2.8% | Added |
| Y.D. More Investments Ltd | 3,742 | $44.7K | 0.01% | −150−3.9% | Reduced |
| Daiwa Securities Group Inc. | 3,900 | $46.0K | 0.00% | +3,900 | New |
| EverSource Wealth Advisors, LLC | 4,052 | $48.3K | 0.00% | −770−16.0% | Reduced |
| Parallel Advisors, LLC | 4,318 | $51.5K | 0.00% | −42−1.0% | Reduced |
| Hexagon Capital Partners LLC | 4,778 | $57.0K | 0.01% | +771+19.2% | Added |
| Fifth Third Bancorp | 4,967 | $59.2K | 0.00% | −1,826−26.9% | Reduced |