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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$1,598
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
200
shares
|
$1,598
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
175
shares
|
$1,398
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
155
shares
|
$1,238
0.0% of portfolio
|
Q2 2025
Added 86.75%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
154
shares
|
$1,230
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
143
shares
|
$1,142
0.0% of portfolio
|
Q2 2025
Reduced 97.79%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
118
shares
|
$942
0.0% of portfolio
|
Q2 2025
Reduced 58.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
108
shares
|
$862
0.0% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
108
shares
|
$862
0.0% of portfolio
|
Q2 2025
Reduced 93.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
100
shares
|
$799
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
100
shares
|
$799
0.0% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
86
shares
|
$687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
72
shares
|
$575
0.0% of portfolio
|
Q3 2021
Reduced 59.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$519
0.0% of portfolio
|
Q2 2022
Reduced 70.45%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
64
shares
|
$511
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
53
shares
|
$423
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
49
shares
|
$391
0.0% of portfolio
|
Q2 2025
Reduced 86.08%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
48
shares
|
$383
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
46
shares
|
$367
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
45
shares
|
$359
0.0% of portfolio
|
Q2 2023
Reduced 90.04%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
42
shares
|
$335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
39
shares
|
$311
0.0% of portfolio
|
Q2 2025
Added 387.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
36
shares
|
$287
0.0% of portfolio
|
Q2 2025
Reduced 80.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
27
shares
|
$215
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
23
shares
|
$183
0.0% of portfolio
|
Q2 2025
New holding
|