Who owns Western Union (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
48 tracked funds added or opened WU while 135 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 451 tracked filers holding WU, 208 increased or opened the position and 308 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 19
- ALGEBRIS (UK) LTD$21M
- Fourth Sail Capital LP$16M
- TSP Capital Management Group, LLC$9M
- LONGFELLOW INVESTMENT MANAGEMENT CO LLC$7M
- Kore Advisors LP$6M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$4M
Full exits 40
- LSV ASSET MANAGEMENT$87M
- Ranmore Fund Management Ltd$44M
- J. Goldman & Co LP$20M
- Focus Partners Wealth$12M
- CITADEL ADVISORS LLC$5M
- Amundi$5M
Largest adds
- BlackRock, Inc.$99M
- MILLENNIUM MANAGEMENT LLC$35M
- Fideuram Asset Management (Ireland) dac$18M
- Engineers Gate Manager LP$10M
- UBS Group AG$4M
- Invesco Ltd.$4M
Largest trims
- MORGAN STANLEY$43M
- TWO SIGMA INVESTMENTS, LP$42M
- MARSHALL WACE, LLP$30M
- Squarepoint Ops LLC$25M
- VANGUARD PORTFOLIO MANAGEMENT LLC$20M
- NORGES BANK$20M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 31,403,327 | $242M | 11.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 17,907,483 | $138M | 6.6% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 17,339,510 | $134M | 6.4% | 2026-Q2 |
| Capital Research Global Investors added | 14,673,095 | $113M | 5.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 14,018,732 | $108M | 5.1% | 2026-Q2 |
| STATE STREET CORP added | 11,310,742 | $87M | 4.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 11,246,081 | $87M | 4.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 10,364,220 | $81M | 3.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 10,111,595 | $77M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 8,258,864 | $64M | 3.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 7,675,440 | $59M | 2.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,168,209 | $47M | 2.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 5,709,723 | $44M | 2.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 5,225,882 | $40M | 1.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 4,022,630 | $31M | 1.5% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,824,912 | $29M | 1.4% | 2026-Q2 |
| UBS Group AG added | 3,585,843 | $28M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,579,409 | $28M | 1.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,442,768 | $27M | 1.3% | 2026-Q2 |
| Discerene Group LP trimmed | 3,433,523 | $26M | 1.3% | 2026-Q2 |
| Brickwood Asset Management LLP trimmed | 3,345,007 | $26M | 1.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 3,342,179 | $26M | 1.2% | 2026-Q2 |
| Invesco Ltd. added | 3,281,741 | $25M | 1.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 2,925,607 | $23M | 1.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 2,813,607 | $22M | 1.0% | 2026-Q2 |
| ALGEBRIS (UK) LTD new | 2,765,094 | $21M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,637,935 | $20M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,304,334 | $18M | 0.8% | 2026-Q2 |
| ALPS ADVISORS INC added | 2,183,543 | $17M | 0.8% | 2026-Q2 |
| Fourth Sail Capital LP trimmed | 2,120,585 | $16M | 0.8% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 2,063,824 | $16M | 0.8% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac added | 2,059,763 | $18M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,974,081 | $15M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 1,857,989 | $14M | 0.7% | 2026-Q2 |
| Engineers Gate Manager LP added | 1,699,841 | $13M | 0.6% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS | 1,593,816 | $12M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,506,974 | $12M | 0.6% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,460,730 | $11M | 0.5% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 1,350,000 | $10M | 0.5% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 1,334,697 | $10M | 0.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,214,093 | $9M | 0.4% | 2026-Q2 |
| TSP Capital Management Group, LLC added | 1,125,159 | $9M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,091,703 | $8M | 0.4% | 2026-Q2 |
| CONTINENTAL ADVISORS LLC trimmed | 1,083,891 | $8M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 1,080,151 | $8M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 1,073,393 | $8M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,070,067 | $8M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 941,075 | $7M | 0.3% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ added | 872,148 | $7M | 0.3% | 2026-Q2 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC new | 869,891 | $7M | 0.3% | 2026-Q2 |
| Gilman Hill Asset Management, LLC added | 844,517 | $7M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 818,489 | $6M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 794,588 | $7M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 794,555 | $6M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 793,293 | $6M | 0.3% | 2026-Q2 |
| Kore Advisors LP new | 717,632 | $6M | 0.3% | 2026-Q2 |
| FMR LLC trimmed | 659,663 | $5M | 0.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 643,783 | $5M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 637,257 | $5M | 0.2% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 630,617 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank | 629,200 | $5M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 601,558 | $5M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 592,506 | $5M | 0.2% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC new | 565,000 | $4M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 544,995 | $4M | 0.2% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 544,107 | $4M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 537,450 | $4M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 522,313 | $4M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 512,000 | $4M | 0.2% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP added | 510,444 | $4M | 0.2% | 2026-Q2 |
| 1834 INVESTMENT ADVISORS CO added | 499,965 | $4M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 497,859 | $4M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 493,513 | $4M | 0.2% | 2026-Q2 |
| SummitTX Capital, L.P. added | 491,857 | $4M | 0.2% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 490,608 | $4M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 490,257 | $4M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 466,039 | $4M | 0.2% | 2026-Q2 |
| Collar Capital Management, LLC new | 443,887 | $3M | 0.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 439,002 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 407,112 | $3M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 377,517 | $3M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 373,379 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 365,941 | $3M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 362,055 | $3M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 358,369 | $3M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 355,035 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 321,481 | $2M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 315,081 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 306,063 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 297,992 | $2M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 291,264 | $2M | 0.1% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 288,065 | $2M | 0.1% | 2026-Q2 |
| Optimist Retirement Group LLC trimmed | 281,609 | $2M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 278,557 | $2M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 277,352 | $2M | 0.1% | 2026-Q2 |
| Tweedy, Browne Co LLC added | 272,476 | $2M | 0.1% | 2026-Q2 |
| Arnhold LLC | 271,020 | $2M | 0.1% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 266,344 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 263,942 | $2M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 261,084 | $2M | 0.1% | 2026-Q2 |
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.
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.