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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 909 | $12.0K | 0.00% | −1,047−53.5% | Reduced |
| Delta Asset Management LLC | 1,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 972 | $11.6K | 0.00% | −21,508−95.7% | Reduced |
| Farther Finance Advisors, LLC | 965 | $11.5K | 0.00% | +331+52.2% | Added |
| Valley National Advisers Inc | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 800 | $9.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 800 | $9.54K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 781 | $9.31K | 0.00% | +781 | New |
| Red Tortoise LLC | 680 | $8.11K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 674 | $8.03K | 0.00% | +259+62.4% | Added |
| Clear Street Markets LLC | 700 | $8.00K | 0.00% | +700 | New |
| Massmutual Trust Co FSB | 642 | $7.65K | 0.00% | +17+2.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 632 | $7.54K | 0.00% | +8+1.3% | Added |
| Quent Capital, LLC | 606 | $7.22K | 0.00% | −238−28.2% | Reduced |
| CVA Family Office, LLC | 600 | $7.15K | 0.00% | +600 | New |
| 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 |
| Glassman Wealth Services | 557 | $6.64K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 527 | $6.28K | 0.00% | +10+1.9% | Added |
| Harbour Investments, Inc. | 446 | $5.32K | 0.00% | +260+139.8% | Added |
| Sound Income Strategies, LLC | 410 | $4.89K | 0.00% | +410 | New |
| Venturi Wealth Management, LLC | 385 | $4.59K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 365 | $4.36K | 0.00% | +6+1.7% | Added |
| Nalls Sherbakoff Group, LLC | 350 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 316 | $3.77K | 0.00% | −114−26.5% | Reduced |
| American National Bank | 300 | $3.58K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 296 | $3.53K | 0.00% | −3,879−92.9% | Reduced |
| West Branch Capital LLC | 276 | $3.29K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 273 | $3.26K | 0.00% | +5+1.9% | Added |
| Global Retirement Partners, LLC | 256 | $3.13K | 0.00% | +227+782.8% | Added |
| Signature Resources Capital Management, LLC | 254 | $3.03K | 0.00% | +254 | New |
| Bessemer Group Inc | 282 | $3.00K | 0.00% | −884−75.8% | Reduced |
| Sandy Spring Bank | 213 | $2.54K | 0.00% | −168−44.1% | Reduced |
| 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 |
| McIlrath & Eck, LLC | 194 | $2.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 183 | $2.18K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 175 | $2.09K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 207 | $2.00K | 0.00% | −526−71.8% | Reduced |
| Spire Wealth Management | 158 | $1.91K | 0.00% | −150−48.7% | Reduced |
| Lee Financial Co | 152 | $1.81K | 0.00% | +152 | New |
| Farmers & Merchants Investments Inc | 130 | $1.55K | 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 |
| Avion Wealth | 46 | $1.00K | 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 |
| SJS Investment Consulting Inc. | 57 | $680 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 45 | $536 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 43 | $513 | 0.00% | +43 | 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 |
| Horizon Investments, LLC | 27 | $322 | 0.00% | +27 | New |
| Johnson Financial Group, Inc. | 6 | $72 | 0.00% | +6 | New |
| SOA Wealth Advisors, LLC. | 6 | $69 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $60 | 0.00% | +5 | New |
| Pineridge Advisors LLC | 4 | $48 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | −246−94.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Colonial Trust Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −3,816,182−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −2,698,732−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −1,202,020−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −403,580−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −367,210−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −205,539−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −114,025−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −88,100−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −60,976−100.0% | Sold out |
| Gibraltar Capital Management, Inc. | 0 | $0 | 0.00% | −56,805−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −38,076−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −33,797−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −30,417−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −29,932−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −29,098−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −24,740−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −21,855−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −16,941−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,576−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −15,886−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −13,708−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −12,718−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −11,396−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −10,911−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −10,832−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,826−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,389−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −10,062−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −8,759−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |