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Institutional Ownership · SEC Form 13F

Who owns WU (WU)


Which tracked institutional funds hold WU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WU company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

506
Institutional holders
300,524,720
Shares held (tracked funds)
95.2%
Of shares outstanding

How the tape is positioned

71 tracked funds added or opened WU while 91 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

WU’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WU more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in WU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 506 tracked filers holding WU, 281 increased or opened the position and 230 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in WU between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 23

  • VANGUARD PORTFOLIO MANAGEMENT LLC$158M
  • VANGUARD CAPITAL MANAGEMENT LLC$124M
  • VANGUARD FIDUCIARY TRUST CO$17M
  • BALYASNY ASSET MANAGEMENT L.P.$13M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12M
  • VANGUARD ASSET MANAGEMENT, Ltd$3M

Full exits 21

  • VANGUARD GROUP INC$298M
  • Meridiem Capital Partners LP$32M
  • TWO SIGMA ADVISERS, LP$29M
  • Fourth Sail Capital LP$24M
  • Qsemble Capital Management, LP$6M
  • Neo Ivy Capital Management$5M

Largest adds

  • Capital Research Global Investors$31M
  • NORGES BANK$19M
  • Allianz Asset Management GmbH$17M
  • FRANKLIN RESOURCES INC$15M
  • Focus Partners Wealth$12M
  • JPMORGAN CHASE & CO$9M

Largest trims

  • BlackRock, Inc.$153M
  • SG Americas Securities, LLC$73M
  • STATE STREET CORP$32M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$26M
  • UBS Group AG$24M
  • Discerene Group LP$22M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
VANGUARD PORTFOLIO MANAGEMENT LLC new18,080,563$158M5.4%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added16,806,220$147M5.0%2026-Q1
BlackRock, Inc. trimmed16,373,094$143M4.9%2026-Q1
Capital Research Global Investors added14,646,547$128M4.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new14,187,010$124M4.2%2026-Q1
STATE STREET CORP trimmed11,282,347$98M3.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed10,957,104$96M3.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed10,683,539$93M3.2%2026-Q1
Allianz Asset Management GmbH added10,313,472$90M3.1%2026-Q1
LSV ASSET MANAGEMENT added10,017,734$87M3.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added7,997,812$70M2.4%2026-Q1
MORGAN STANLEY trimmed7,962,309$70M2.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added7,902,175$69M2.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed7,087,234$62M2.1%2026-Q1
NORTHERN TRUST CORP added6,581,224$57M2.0%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed5,018,966$44M1.5%2026-Q1
Ranmore Fund Management Ltd added5,000,000$44M1.5%2026-Q1
FRANKLIN RESOURCES INC added4,619,115$40M1.4%2026-Q1
MARSHALL WACE, LLP added4,135,618$36M1.2%2026-Q1
FIRST TRUST ADVISORS LP added3,966,409$35M1.2%2026-Q1
BANK OF AMERICA CORP /DE/ added3,838,382$34M1.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed3,686,217$32M1.1%2026-Q1
Discerene Group LP trimmed3,672,417$32M1.1%2026-Q1
Brickwood Asset Management LLP trimmed3,537,577$31M1.1%2026-Q1
Gotham Asset Management, LLC added3,132,112$27M0.9%2026-Q1
Squarepoint Ops LLC trimmed2,923,436$26M0.9%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added2,864,947$25M0.9%2026-Q1
AMERIPRISE FINANCIAL INC trimmed2,820,267$25M0.8%2026-Q1
Bank of New York Mellon Corp added2,789,861$24M0.8%2026-Q1
MACQUARIE GROUP LTD trimmed2,752,947$24M0.8%2026-Q1
UBS Group AG trimmed2,720,572$24M0.8%2026-Q1
Invesco Ltd. trimmed2,475,253$22M0.7%2026-Q1
NORGES BANK added2,008,674$21M0.7%2026-Q1
J. Goldman & Co LP trimmed2,254,146$20M0.7%2026-Q1
ALPS ADVISORS INC trimmed2,152,391$19M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,967,019$17M0.6%2026-Q1
ROYAL BANK OF CANADA added1,922,728$17M0.6%2026-Q1
JPMORGAN CHASE & CO added1,704,226$15M0.5%2026-Q1
STOREBRAND ASSET MANAGEMENT AS trimmed1,593,816$14M0.5%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added1,539,938$13M0.5%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added1,448,760$13M0.4%2026-Q1
Focus Partners Wealth added1,364,400$12M0.4%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added1,340,000$12M0.4%2026-Q1
CONTINENTAL ADVISORS LLC added1,333,083$12M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added1,304,402$11M0.4%2026-Q1
SCHWARTZ INVESTMENT COUNSEL INC added1,300,000$11M0.4%2026-Q1
Point72 Asset Management, L.P. trimmed1,249,261$11M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,175,031$10M0.4%2026-Q1
Public Sector Pension Investment Board added1,137,086$10M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed1,041,444$9M0.3%2026-Q1
Cambria Investment Management, L.P. added1,017,957$9M0.3%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed995,218$9M0.3%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed983,809$9M0.3%2026-Q1
SEI INVESTMENTS CO added915,992$8M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed798,784$7M0.3%2026-Q1
Legal & General Group Plc trimmed827,236$7M0.2%2026-Q1
OLD NATIONAL BANCORP /IN/ added814,364$7M0.2%2026-Q1
FMR LLC added801,951$7M0.2%2026-Q1
Gilman Hill Asset Management, LLC added799,012$7M0.2%2026-Q1
FEDERATED HERMES, INC. added772,473$7M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed742,742$6M0.2%2026-Q1
Quantinno Capital Management LP added657,225$6M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed652,219$6M0.2%2026-Q1
Swiss National Bank trimmed629,200$5M0.2%2026-Q1
Nuveen, LLC trimmed600,343$5M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed589,739$5M0.2%2026-Q1
Amundi added576,465$5M0.2%2026-Q1
Mitsubishi UFJ Trust & Banking Corp trimmed561,719$5M0.2%2026-Q1
CITIGROUP INC trimmed554,274$5M0.2%2026-Q1
Brevan Howard Capital Management LP added546,901$5M0.2%2026-Q1
Robeco Institutional Asset Management B.V.536,884$5M0.2%2026-Q1
BESSEMER GROUP INC added520,779$5M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added482,559$4M0.1%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC added481,199$4M0.1%2026-Q1
SummitTX Capital, L.P. added480,458$4M0.1%2026-Q1
1834 INVESTMENT ADVISORS CO trimmed471,116$4M0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC added461,881$4M0.1%2026-Q1
BARCLAYS PLC added450,929$4M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed393,417$3M0.1%2026-Q1
VANGUARD GROUP INC trimmed32,017,744$298M10.2%2025-Q4 stale
Meridiem Capital Partners LP trimmed3,388,600$32M1.1%2025-Q4 stale
TWO SIGMA ADVISERS, LP added3,070,400$29M1.0%2025-Q4 stale
Fourth Sail Capital LP added2,589,752$24M0.8%2025-Q4 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed2,261,861$19M0.7%2025-Q2 stale
Trexquant Investment LP added1,488,167$13M0.4%2025-Q2 stale
California Public Employees Retirement System trimmed1,223,742$10M0.4%2025-Q2 stale
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added1,206,242$10M0.3%2025-Q2 stale
RENAISSANCE TECHNOLOGIES LLC trimmed852,200$9M0.3%2025-Q1 stale
Qube Research & Technologies Ltd trimmed843,817$7M0.2%2025-Q3 stale
Allspring Global Investments Holdings, LLC trimmed568,323$6M0.2%2025-Q1 stale
Qsemble Capital Management, LP added604,135$6M0.2%2025-Q4 stale
Neo Ivy Capital Management added504,258$5M0.2%2025-Q4 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed546,458$5M0.2%2025-Q2 stale
ENVESTNET ASSET MANAGEMENT INC added405,839$4M0.1%2025-Q1 stale
Aquatic Capital Management LLC trimmed436,672$4M0.1%2025-Q4 stale
Corebridge Financial, Inc. trimmed373,881$4M0.1%2025-Q1 stale
Hillman Capital Management, Inc. trimmed369,190$4M0.1%2025-Q1 stale
TSP Capital Management Group, LLC trimmed461,197$4M0.1%2025-Q3 stale
Man Group plc added456,441$4M0.1%2025-Q3 stale
WINTON GROUP Ltd trimmed343,317$4M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership