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 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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$573
0.0% of portfolio
|
Q2 2022
Reduced 70.45%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
64
shares
|
$565
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
63
shares
|
$556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
63
shares
|
$556
0.0% of portfolio
|
Q3 2025
Added 36.96%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
62
shares
|
$547
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
52
shares
|
$459
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
39
shares
|
$344
0.0% of portfolio
|
Q2 2025
Added 387.5%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
30
shares
|
$264
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
28
shares
|
$247
0.0% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
28
shares
|
$247
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
27
shares
|
$238
0.0% of portfolio
|
Q3 2025
Added 107.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
19
shares
|
$167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
19
shares
|
$167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
15
shares
|
$132
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
12
shares
|
$105
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11
shares
|
$97
0.0% of portfolio
|
Q3 2025
Reduced 69.44%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
11
shares
|
$97
0.0% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
9
shares
|
$79
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
9
shares
|
$79
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
7
shares
|
$61
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$35
0.0% of portfolio
|
Q3 2025
Reduced 99.85%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
3
shares
|
$26
0.0% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|