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 525 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $2.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
260
shares
|
$2,295
0.0% of portfolio
|
Q2 2025
Reduced 57.02%
|
|
|
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%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
200
shares
|
$1,766
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
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
|
|
|
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
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
154
shares
|
$1,359
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
141
shares
|
$1,245
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
141
shares
|
$1,245
0.0% of portfolio
|
Q3 2025
Reduced 84.32%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
135
shares
|
$1,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$883
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
90
shares
|
$794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
86
shares
|
$759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
80
shares
|
$706
0.0% of portfolio
|
Q3 2025
Added 1042.86%
|
|