WU · Company research
The Western Union Company (WU): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29042 | 223622 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 544995 | 4196462 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155117 | 1194 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200199 | 1541531 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22798 | 175530 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bridgefront Capital, LLC | 1725690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30300 | 233310 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176029 | 1533 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20300 | 156 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108373 | 834472 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 332 | 2556 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4142 | 31893 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 770 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MANNING & NAPIER ADVISORS LLC | 62039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 741 | 5654 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 4620 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RAMSEY QUANTITATIVE SYSTEMS | 1132897 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17966 | 138338 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 308 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Investors Research Corp | 1730630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2700 | 20790 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21480 | 165396 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1974081 | 15200424 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14018732 | 107944236 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 321481 | 2475404 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Gilman Hill Asset Management, LLC | 1551969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 844517 | 6502780 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13078 | 100701 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MPWM ADVISORY SOLUTIONS, LLC | 2056693 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30736 | 236666 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CVA Family Office, LLC | 1802084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 246 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ZACKS INVESTMENT MANAGEMENT | 1086483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11683 | 89962 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 312943 | 2409661 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 424 | 3266 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123197 | 948617 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Elevated Capital Advisors, LLC | 1802387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35741 | 275207 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38837 | 299045 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500000 | 3850000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42093 | 324117 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47345 | 364557 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44667 | 343936 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 291264 | 2242733 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dakota Wealth Management | 1631353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54163 | 417056 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Treasurer of the State of North Carolina | 1761054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132130 | 1017 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6619 | 50966 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Medallion Wealth Advisors, LLC | 2131139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 550 | 4235 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MIRABELLA FINANCIAL SERVICES LLP | 1538853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35279 | 271648 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 173502 | 1335966 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Retirement Wealth Solutions LLC | 2044741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117 | 901 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 612106 | 4713216 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| J. Goldman & Co LP | 1412741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450000 | 3465000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14283 | 109981 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PICTON MAHONEY ASSET MANAGEMENT | 1539041 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 164586 | 1267313 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25531 | 214971 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213 | 1641 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TRUE Private Wealth Advisors | 1667074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37549 | 289127 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Centiva Capital, LP | 1692507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18224 | 140325 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 3925 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| ALGEBRIS (UK) LTD | 1700286 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2765094 | 21224174 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161 | 1240 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kore Advisors LP | 1971339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 717632 | 5525766 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| William B. Walkup & Associates, Inc. | 2034054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30440 | 234388 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 278 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mirae Asset Global Investments Co., Ltd. | 1569395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 261084 | 2010347 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| PARSONS CAPITAL MANAGEMENT INC/RI | 1018674 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51716 | 398214 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3138 | 24166 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 887748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15496 | 119319 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 302393 | 2329 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3100 | 23870 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 1745981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16916 | 130253 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 695197 | 5353017 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 592506 | 4562296 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35537 | 274 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246467 | 1897800 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Moors & Cabot, Inc. | 1607239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63985 | 492685 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3622 | 27889 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 1671754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 565000 | 4350500 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ifrah Financial Services, Inc. | 1382646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11863 | 91345 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 760129 | 5853 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7419728 | 57143552 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Illinois Municipal Retirement Fund | 1541910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185996 | 1432169 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126902 | 977145 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54261 | 417809 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1593816 | 12272383 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2817746 | 365941 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.