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Western Union (WU) Institutional Ownership

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$7.85 -0.02 (-0.23%)
As of 09:59 AM Eastern
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Institutional Ownership Changes (13F Filings) for Western Union (NYSE:WU)

Current
Institutional Ownership
Percentage
91.81%
Number of
Institutional Buyers
(last 12 months)
311
Total
Institutional Inflows
(last 12 months)
$875.70M
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$628.56M
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WU Institutional Buying and Selling by Quarter

Western Union Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Accel Wealth Management18,604$143K0.0%N/A0.006%
7/10/2026 Ramsey Quantitative Systems17,966$138K0.1%N/A0.006%
7/9/2026 Hennion & Walsh Asset Management Inc.26,680$205K0.0%-55.1%0.009%
7/7/2026 GAMMA Investing LLC7,931$61K0.0%+27.9%0.003%
6/3/2026Parallel Advisors LLC6,516$57K0.0%+197.3%0.002%
5/23/2026Ritter Alpha LP28,398$248K5.2%N/A0.009%
5/19/2026Bank of America Corp DE3,838,382$33.51M0.0%+43.5%1.229%
5/19/2026Kentucky Retirement Systems45,595$398K0.0%N/A0.015%
5/19/2026Arkadios Wealth Advisors10,226$89K0.0%N/A0.003%
5/18/2026Amundi576,465$5.03M0.0%+1,179.5%0.185%
5/18/2026Parvin Asset Management LLC16,625$145K0.1%+56.1%0.005%
5/18/2026EverSource Wealth Advisors LLC8,020$70K0.0%+23.2%0.003%
5/18/2026California State Teachers Retirement System383,223$3.35M0.0%+18.3%0.123%
5/18/2026Royal Bank of Canada1,922,728$16.79M0.0%+28.5%0.615%
5/18/2026Empowered Funds LLC57,621$503K0.0%+76.8%0.018%
5/16/2026The Manufacturers Life Insurance Company 68,082$594K0.0%+9.2%0.022%
5/16/2026Infrastructure Capital Advisors LLC46,387$405K0.0%+15.6%0.015%
5/16/2026Quantinno Capital Management LP657,225$5.74M0.0%+44.8%0.210%
5/16/2026SummitTX Capital L.P.480,458$4.19M0.1%+86.7%0.154%
5/16/2026Lazard Asset Management LLC288,771$2.52M0.0%-30.8%0.092%
5/15/2026Weiss Asset Management LP50,100$437K0.0%N/A0.016%
5/15/2026Discerene Group LP3,672,417$32.06M3.4%-36.7%1.175%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,340,000$11.70M0.0%N/A0.429%
5/14/2026Morningstar Investment Management LLC17,198$150K0.0%-14.3%0.006%
5/14/2026Public Employees Retirement System of Ohio128,879$1.13M0.0%-6.8%0.041%
5/14/2026Compound Planning Inc.22,680$198K0.0%+31.3%0.007%
5/14/2026Caxton Associates LLP11,347$99K0.0%-56.9%0.004%
5/14/2026Sei Investments Co.915,992$8.00M0.0%+5.4%0.293%
5/14/2026State of Wyoming7,383$64K0.0%N/A0.002%
5/13/2026Cetera Investment Advisers225,206$1.97M0.0%+9.8%0.072%
5/13/2026WealthCollab LLC2,875$25K0.0%-30.8%0.001%
5/13/2026First Trust Advisors LP3,966,409$34.63M0.0%+19.4%1.270%
5/7/2026Meeder Advisory Services Inc.47,661$416K0.0%-8.8%0.015%
5/7/2026Dimensional Fund Advisors LP7,902,175$68.99M0.0%+15.1%2.529%
5/7/2026Parallel Advisors LLC6,516$57K0.0%+197.3%0.002%
5/7/2026KBC Group NV12,701$111K0.0%+65.9%0.004%
5/7/2026Swiss National Bank629,200$5.49M0.0%-1.2%0.201%
5/6/2026Annis Gardner Whiting Capital Advisors LLC9,080$79K0.0%N/A0.003%
5/6/2026German American Bancorp Inc.21,038$184K0.0%N/A0.007%
5/6/2026Aire Advisors LLC12,376$108K0.0%N/A0.004%
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5/6/2026Bessemer Group Inc.520,779$4.55M0.0%+52.6%0.167%
5/5/2026D.A. Davidson & CO.199,015$1.74M0.0%+160.1%0.064%
5/5/2026Bank of New York Mellon Corp2,789,861$24.36M0.0%+0.4%0.893%
5/5/2026Illinois Municipal Retirement Fund158,920$1.39M0.0%-2.5%0.051%
5/5/2026Sanctuary Advisors LLC35,619$311K0.0%N/A0.011%
5/4/2026Principal Financial Group Inc.1,539,938$13.44M0.0%+2.0%0.493%
5/4/2026Schwartz Investment Counsel Inc.1,300,000$11.35M0.4%+30.0%0.416%
5/4/2026Chicago Partners Investment Group LLC14,915$142K0.0%N/A0.005%
5/2/2026Diversify Wealth Management LLC15,482$139K0.0%N/A0.005%
5/1/2026Fifth Third Bancorp73,241$639K0.0%+2,098.8%0.023%
4/30/2026Hsbc Holdings PLC168,492$1.48M0.0%-67.6%0.054%
4/30/2026Elevated Capital Advisors LLC59,924$523K0.1%+16.1%0.019%
4/30/2026Range Financial Group LLC202,520$1.77M0.6%+1.6%0.065%
4/30/2026Kestra Advisory Services LLC27,589$241K0.0%+6.4%0.009%
4/29/2026Resonant Capital Advisors LLC15,195$133K0.0%N/A0.005%
4/29/2026Burney Co.31,358$274K0.0%+180.3%0.010%
4/28/2026Abel Hall LLC23,224$203K0.0%+80.3%0.007%
4/28/2026DGS Capital Management LLC60,181$525K0.1%+9.4%0.019%
4/28/2026Ascentis Independent Advisors3,389$30K0.0%N/A0.001%
4/28/2026Praxis Investment Management Inc.12,550$110K0.0%N/A0.004%
4/28/2026QRG Capital Management Inc.241,380$2.11M0.0%+22.8%0.077%
4/27/2026HB Wealth Management LLC11,804$103K0.0%N/A0.004%
4/27/2026Counterpoint Mutual Funds LLC63,428$554K0.1%N/A0.020%
4/27/2026PFG Investments LLC23,382$204K0.0%+6.6%0.007%
4/27/2026World Investment Advisors40,565$354K0.0%+26.1%0.013%
4/27/2026New York State Teachers Retirement System393,417$3.44M0.0%-2.5%0.126%
4/27/2026Y Intercept Hong Kong Ltd177,314$1.55M0.0%-17.9%0.057%
4/25/2026Able Wealth Management LLC14,133$123K0.0%N/A0.005%
4/24/2026Essex Financial Services Inc.55,411$484K0.0%-2.6%0.018%
4/24/2026CHICAGO TRUST Co NA24,825$217K0.0%-12.2%0.008%
4/24/2026TSP Capital Management Group LLC1,091,864$9.53M2.3%+209.2%0.348%
4/24/2026Impact Partnership Wealth LLC65,998$576K0.1%N/A0.021%
4/23/2026Tred Avon Family Wealth LLC76,615$669K0.2%+43.2%0.024%
4/22/2026Janney Montgomery Scott LLC181,212$1.58M0.0%-7.2%0.058%
4/22/2026Pictet Asset Management Holding SA53,543$467K0.0%+11.3%0.017%
4/22/2026Sterling Capital Management LLC10,651$93K0.0%-43.3%0.003%
4/21/2026OLD National Bancorp IN814,364$7.11M0.1%+4.6%0.260%
4/21/2026Louisiana State Employees Retirement System141,000$1.23M0.0%N/A0.045%
4/21/2026Silver Oak Securities Incorporated12,000$105K0.0%N/A0.004%
4/20/2026William B. Walkup & Associates Inc.15,070$132K0.1%-59.7%0.005%
4/20/2026Ritholtz Wealth Management82,747$722K0.0%+142.0%0.026%
4/20/2026Friedenthal Financial122,541$1.07M0.5%N/A0.039%
4/20/2026Fifth Third Wealth Advisors LLC12,970$113K0.0%+14.4%0.004%
4/18/2026Cidel Asset Management Inc.12,337$108K0.0%N/A0.004%
4/16/2026SG Americas Securities LLC132,958$1.16M0.0%-98.3%0.042%
4/16/2026Quotient Wealth Partners LLC13,464$118K0.0%N/A0.004%
4/16/2026 Baron Wealth Management LLC19,992$175K0.1%+73.9%0.006%
3/20/2026Hsbc Holdings PLC520,789$4.85M0.0%+221.6%0.166%
3/13/2026World Investment Advisors32,162$299K0.0%N/A0.010%
3/9/2026Corient Private Wealth LLC45,641$425K0.0%+64.7%0.015%
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3/6/2026Hsbc Holdings PLC520,789$4.85M0.0%+221.6%0.166%
3/3/2026Caitong International Asset Management Co. Ltd3,341$31K0.0%+179.6%0.001%
2/24/2026DGS Capital Management LLC55,002$512K0.1%+59.5%0.017%
2/23/2026Virtu Financial LLC48,391$451K0.0%N/A0.015%
2/19/2026Compound Planning Inc.17,272$161K0.0%N/A0.005%
2/19/2026Invesco Ltd.2,811,947$26.18M0.0%-51.9%0.885%
2/19/2026Michels Family Financial LLC44,434$414K0.3%-4.9%0.014%
2/19/2026Corient Private Wealth LLC45,641$425K0.0%+64.7%0.014%
2/18/2026Mercer Global Advisors Inc. ADV177,765$1.66M0.0%+5.3%0.056%
2/18/2026Vident Advisory LLC14,827$138K0.0%-25.6%0.005%


WU Institutional Ownership - Frequently Asked Questions

During the previous two years, 526 institutional investors and hedge funds held shares of Western Union. The most heavily invested institutionals were Vanguard Group Inc. ($320.93M), Schroder Investment Management Group ($154.53M), State Street Corp ($130.20M), Jupiter Asset Management Ltd. ($129.88M), Charles Schwab Investment Management Inc. ($121.79M), AQR Capital Management LLC ($99.89M), and Capital Research Global Investors ($96.90M).Learn more on Western Union's institutional investors.

91.81% of Western Union's stock is owned by institutional investors. Learn more on WU's institutional investor holdings.

Of the 456 institutional investors that purchased Western Union's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Schroder Investment Management Group ($10.22M), SG Americas Securities LLC ($8.02M), Goldman Sachs Group Inc. ($6.51M), AQR Capital Management LLC ($5.94M), Meridiem Capital Partners LP ($4.96M), Marshall Wace LLP ($4.78M), and Price T Rowe Associates Inc. MD ($4.44M).

Institutional investors have bought a total of 100,663,871 shares in the last 24 months. This purchase volume represents approximately $875.70M in transactions.

Of the 180 institutional investors that sold Western Union's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($10.64M), SG Americas Securities LLC ($7.89M), Discerene Group LP ($6.69M), First Trust Advisors LP ($3.70M), Invesco Ltd. ($3.36M), Qube Research & Technologies Ltd ($3.33M), and AQR Capital Management LLC ($3.26M).

Institutional investors have sold a total of 71,901,840 shares in the last 24 months. This volume of shares sold represents approximately $628.56M in transactions.



This page (NYSE:WU) was last updated on 7/14/2026 by MarketBeat.com Staff.
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