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 539 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
662
shares
|
$5,289
0.0% of portfolio
|
Q2 2025
Added 263.74%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
615
shares
|
$4,913
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
600
shares
|
$4,794
0.0% of portfolio
|
Q2 2024
Reduced 14.53%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
600
shares
|
$4,794
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
566
shares
|
$4,522
0.0% of portfolio
|
Q3 2024
Added 757.58%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
537
shares
|
$4,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
495
shares
|
$3,955
0.0% of portfolio
|
Q1 2025
Added 25.32%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
488
shares
|
$3,899
0.0% of portfolio
|
Q1 2025
Reduced 52.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
462
shares
|
$3,691
0.0% of portfolio
|
Q2 2025
Added 74.34%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
444
shares
|
$3,547
0.0% of portfolio
|
Q4 2024
Added 3292.79%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
429
shares
|
$3,427
0.0% of portfolio
|
Q1 2024
Reduced 98.86%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
400
shares
|
$3,196
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
377
shares
|
$3,012
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
368
shares
|
$2,940
0.0% of portfolio
|
Q4 2024
Reduced 86.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
350
shares
|
$2,796
0.0% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
276
shares
|
$2,205
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
260
shares
|
$2,077
0.0% of portfolio
|
Q2 2025
Reduced 57.02%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
254
shares
|
$2,029
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
230
shares
|
$1,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
219
shares
|
$1,749
0.0% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
215
shares
|
$1,717
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
213
shares
|
$1,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
213
shares
|
$1,701
0.0% of portfolio
|
Q4 2023
Reduced 44.09%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
206
shares
|
$1,645
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
202
shares
|
$1,613
0.0% of portfolio
|
Q2 2024
Reduced 96.55%
|