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 524 institutions that hold shares in the stock, with a total of 321 Million shares, which have been reported (via 13F filing form) to have a value of $2.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
254
shares
|
$2,242
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
230
shares
|
$2,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
226
shares
|
$1,995
0.0% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
213
shares
|
$1,880
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
213
shares
|
$1,880
0.0% of portfolio
|
Q4 2023
Reduced 44.09%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
212
shares
|
$1,871
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
202
shares
|
$1,783
0.0% of portfolio
|
Q2 2024
Reduced 96.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
202
shares
|
$1,783
0.0% of portfolio
|
Q4 2025
Added 1736.36%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
200
shares
|
$1,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
200
shares
|
$1,766
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
200
shares
|
$1,766
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
190
shares
|
$1,677
0.0% of portfolio
|
Q3 2025
Added 61.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
186
shares
|
$1,642
0.0% of portfolio
|
Q3 2025
Added 250.94%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
175
shares
|
$1,545
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
172
shares
|
$1,518
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
166
shares
|
$1,465
0.0% of portfolio
|
Q4 2025
Added 4050.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
166
shares
|
$1,465
0.0% of portfolio
|
Q4 2025
Added 84.44%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
155
shares
|
$1,368
0.0% of portfolio
|
Q4 2025
Added 93.75%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
154
shares
|
$1,359
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
141
shares
|
$1,245
0.0% of portfolio
|
Q3 2025
Reduced 84.32%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
141
shares
|
$1,245
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
134
shares
|
$1,183
0.0% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
108
shares
|
$953
0.0% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
102
shares
|
$900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
100
shares
|
$883
0.0% of portfolio
|
Q3 2017
New holding
|
|