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 2024
Institutional positions in Western Union CO as of Sep 30, 2024. 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
- 454
- +13 vs. Q2 2024
- Shares held
- 306.3M
- +31.4M (+11.4%) vs. Q2 2024
- Total value
- $3.65B
- +$296.2M (+8.8%) vs. Q2 2024
- New holders
- 65
- 146 more added
- Sold out
- 52
- 169 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Western Union CO; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 26 | $0 | 0.00% | +1+4.0% | Added |
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 80 | $0 | 0.00% | +80 | New |
| ORG Partners LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $74 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $119 | 0.00% | +10 | New |
| Hallmark Capital Management Inc | 15 | $179 | 0.00% | +15 | New |
| Claris Advisors, LLC | 17 | $203 | 0.00% | +17 | New |
| Central Trust Co | 18 | $215 | 0.00% | −1,444−98.8% | Reduced |
| CoreCap Advisors, LLC | 19 | $227 | 0.00% | +19 | New |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $441 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 45 | $526 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 46 | $549 | 0.00% | −9−16.4% | Reduced |
| Bruce G. Allen Investments, LLC | 48 | $573 | 0.00% | −8−14.3% | Reduced |
| SJS Investment Consulting Inc. | 55 | $657 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 64 | $764 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 114 | $1.36K | 0.00% | −69−37.7% | Reduced |
| Farmers & Merchants Investments Inc | 130 | $1.55K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 175 | $2.09K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 194 | $2.31K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 200 | $2.39K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $2.39K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 200 | $2.39K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 202 | $2.41K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 204 | $2.43K | 0.00% | +204 | New |
| Sandy Spring Bank | 213 | $2.54K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 215 | $2.56K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 215 | $2.56K | 0.00% | +22+11.4% | Added |
| GAMMA Investing LLC | 231 | $2.76K | 0.00% | +124+115.9% | Added |
| Signature Resources Capital Management, LLC | 254 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 265 | $3.16K | 0.00% | +265 | New |
| Parkside Financial Bank & Trust | 272 | $3.25K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 276 | $3.29K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 296 | $3.53K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 300 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 357 | $4.26K | 0.00% | 00.0% | Unchanged |
| City State Bank | 395 | $4.71K | 0.00% | +395 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $4.77K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 429 | $5.12K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 446 | $5.32K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 486 | $5.80K | 0.00% | +387+390.9% | Added |
| Huntington National Bank | 488 | $5.82K | 0.00% | −107−18.0% | Reduced |
| Lindbrook Capital, LLC | 500 | $5.96K | 0.00% | +500 | New |
| Skopos Labs, Inc. | 505 | $6.03K | 0.00% | +505 | New |
| Quent Capital, LLC | 551 | $6.57K | 0.00% | −104−15.9% | Reduced |
| FinTrust Capital Advisors, LLC | 566 | $6.75K | 0.00% | +500+757.6% | Added |
| CVA Family Office, LLC | 600 | $7.16K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 635 | $7.58K | 0.00% | +48+8.2% | Added |
| Assetmark, Inc | 636 | $7.59K | 0.00% | −38−5.6% | Reduced |
| Manchester Capital Management LLC | 644 | $7.68K | 0.00% | −336−34.3% | Reduced |
| Continuum Advisory, LLC | 744 | $7.86K | 0.00% | +77+11.5% | Added |
| FNY Investment Advisers, LLC | 722 | $8.00K | 0.00% | −778−51.9% | Reduced |
| Red Tortoise LLC | 680 | $8.11K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 760 | $9.07K | 0.00% | +143+23.2% | Added |
| Geneos Wealth Management Inc. | 778 | $9.29K | 0.00% | +175+29.0% | Added |
| Toth Financial Advisory Corp | 800 | $9.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 800 | $9.54K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 802 | $9.57K | 0.00% | +802 | New |
| Bessemer Group Inc | 806 | $10.0K | 0.00% | +208+34.8% | Added |
| EverSource Wealth Advisors, LLC | 860 | $10.3K | 0.00% | −2,456−74.1% | Reduced |
| Valley National Advisers Inc | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,037 | $12.4K | 0.00% | −250−19.4% | Reduced |
| Coppell Advisory Solutions LLC | 1,043 | $12.7K | 0.00% | +1,043 | New |
| American National Bank | 1,100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,134 | $13.5K | 0.00% | −1,025−47.5% | Reduced |
| Rothschild Investment LLC | 1,173 | $14.0K | 0.00% | +35+3.1% | Added |
| Beach Investment Counsel Inc | 1,200 | $14.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,200 | $14.0K | 0.00% | +1,200 | New |
| MV Capital Management, Inc. | 1,182 | $14.1K | 0.00% | −6−0.5% | Reduced |
| Rise Advisors, LLC | 1,186 | $14.1K | 0.01% | +22+1.9% | Added |
| Smartleaf Asset Management LLC | 1,253 | $15.2K | 0.00% | +195+18.4% | Added |
| Boyd Watterson Asset Management LLC | 1,357 | $16.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,442 | $17.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,465 | $17.5K | 0.00% | +97+7.1% | Added |
| Field & Main Bank | 1,500 | $17.9K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,523 | $18.2K | 0.01% | +1,523 | New |
| Private Trust Co NA | 1,525 | $18.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,592 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,619 | $19.0K | 0.00% | +1,619 | New |
| Larson Financial Group LLC | 1,595 | $19.0K | 0.00% | +90+6.0% | Added |
| Gables Capital Management Inc. | 1,609 | $19.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,621 | $19.3K | 0.00% | −36−2.2% | Reduced |
| Global X Japan Co., Ltd. | 1,628 | $19.4K | 0.00% | −315−16.2% | Reduced |
| Abich Financial Wealth Management LLC | 1,706 | $20.4K | 0.05% | −2,610−60.5% | Reduced |
| Pinnacle Bancorp, Inc. | 1,750 | $20.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,909 | $22.8K | 0.00% | +21+1.1% | Added |
| Credit Agricole S A | 1,935 | $23.1K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,888 | $23.2K | 0.00% | −433−18.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,000 | $23.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,013 | $24.0K | 0.00% | −483−19.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,090 | $24.9K | 0.01% | +2,090 | New |
| True Wealth Design, LLC | 2,119 | $25.3K | 0.01% | +2,119 | New |
| Riverview Trust Co | 2,262 | $27.0K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 2,347 | $28.0K | 0.02% | −90−3.7% | Reduced |
| Mather Group, LLC. | 2,439 | $29.1K | 0.00% | −5,081−67.6% | Reduced |
| LRI Investments, LLC | 2,774 | $29.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,467 | $29.4K | 0.00% | +270+12.3% | Added |
| Quarry LP | 2,532 | $30.2K | 0.01% | −56−2.2% | Reduced |