Institutional Ownership Western Union CO (WU)
This table provides information about the institutional ownership of Western Union CO (WU). We have compiled data on the 514 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,609
shares
|
$13,837
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,600
shares
|
$13,760
0.0% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,592
shares
|
$13,691
0.0% of portfolio
|
Q2 2024
Reduced 30.84%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,548
shares
|
$13,312
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,532
shares
|
$13,175
0.0% of portfolio
|
Q1 2025
Added 128.66%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,505
shares
|
$12,943
0.0% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
1,500
shares
|
$12,900
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,500
shares
|
$12,900
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,464
shares
|
$12,590
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,442
shares
|
$12,401
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,427
shares
|
$12,272
0.0% of portfolio
|
Q1 2025
Added 87.76%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
1,357
shares
|
$11,670
0.0% of portfolio
|
Q4 2023
Reduced 12.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,285
shares
|
$11,051
0.0% of portfolio
|
Q2 2020
Reduced 72.52%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,258
shares
|
$10,818
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,228
shares
|
$10,560
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,187
shares
|
$10,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,100
shares
|
$9,460
0.0% of portfolio
|
Q1 2024
Added 266.67%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
1,083
shares
|
$9,313
0.0% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,037
shares
|
$8,918
0.0% of portfolio
|
Q3 2024
Reduced 19.43%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
1,025
shares
|
$8,815
0.01% of portfolio
|
Q2 2025
Reduced 54.69%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
1,000
shares
|
$8,600
0.0% of portfolio
|
Q1 2023
Reduced 7.92%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$8,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
996
shares
|
$8,565
0.0% of portfolio
|
Q2 2025
Reduced 69.49%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
992
shares
|
$8,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
971
shares
|
$8,350
0.0% of portfolio
|
Q1 2025
Reduced 30.44%
|