Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in WU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | First Nebraska Trust Co | 65K | $1.45B | — | 0.033% | 0.01% |
| 2 | BlackRock, Inc. | 31.4M | $241.8M | +26.2% | 15.827% | 0.00% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 17.9M | $137.9M | -1.0% | 9.025% | 0.01% |
| 4 | SCHRODER INVESTMENT MANAGEMENT GROUP | 17.3M | $133.5M | +3.2% | 8.739% | 0.09% |
| 5 | Capital Research Global Investors | 14.7M | $113.0M | +0.2% | 7.395% | 0.02% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 14.0M | $107.9M | -1.2% | 7.065% | 0.00% |
| 7 | Allianz Asset Management GmbH | 11.6M | $89.5M | +12.6% | 5.855% | 0.04% |
| 8 | STATE STREET CORP | 11.3M | $87.1M | +0.3% | 5.700% | 0.00% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11.2M | $86.6M | +2.6% | 5.668% | 0.01% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 10.1M | $76.7M | -5.5% | 5.096% | 0.03% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 8.3M | $63.6M | +3.3% | 4.162% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 7.7M | $59.1M | -2.9% | 3.868% | 0.01% |
| 13 | GOLDMAN SACHS GROUP INC | 6.2M | $47.5M | -13.0% | 3.109% | 0.00% |
| 14 | NORTHERN TRUST CORP | 5.7M | $44.0M | -13.2% | 2.878% | 0.01% |
| 15 | MILLENNIUM MANAGEMENT LLC | 5.2M | $40.2M | +701.3% | 2.634% | 0.01% |
| 16 | FIRST TRUST ADVISORS LP | 4.0M | $31.0M | +1.4% | 2.027% | 0.02% |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.8M | $29.5M | +3.8% | 1.928% | 0.04% |
| 18 | UBS Group AG | 3.6M | $27.6M | +31.8% | 1.807% | 0.00% |
| 19 | AMERIPRISE FINANCIAL INC | 3.6M | $27.6M | +26.9% | 1.804% | 0.01% |
| 20 | MORGAN STANLEY | 3.4M | $26.5M | -56.8% | 1.735% | 0.00% |
| 21 | Discerene Group LP | 3.4M | $26.4M | -6.5% | 1.730% | 2.97% |
| 22 | Brickwood Asset Management LLP | 3.3M | $25.8M | -5.4% | 1.686% | 18.50% |
| 23 | FRANKLIN RESOURCES INC | 3.3M | $25.7M | -27.6% | 1.684% | 0.01% |
| 24 | Invesco Ltd. | 3.3M | $25.3M | +18.0% | 1.654% | 0.00% |
| 25 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.9M | $22.5M | +2.1% | 1.474% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WU — a direct measure of their conviction.
Filings activity in WU during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 491 | 2.8% | 154.13% | +54.11 pp | $3.70B | +40% |
| Q1 2026 | 505 | +5.6% | 100.02% | 7.96 pp | $2.64B | 11% |
| Q4 2025 | 478 | +6.9% | 107.98% | +8.04 pp | $2.97B | +22% |
| Q3 2025 | 447 | 2.2% | 99.94% | +8.34 pp | $2.44B | +3.9% |
| Q2 2025 | 457 | +0.2% | 91.60% | 2.52 pp | $2.35B | 17% |
| Q1 2025 | 456 | 1.1% | 94.12% | +2.01 pp | $2.82B | 22% |
| Q4 2024 | 461 | +5.5% | 92.11% | +5.00 pp | $3.63B | +20% |
| Q3 2024 | 437 | — | 87.11% | — | $3.02B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WU stock.
Based on Q2 2026 13F filings, institutional ownership of The Western Union Company stands at 154.1%, held across 491 reporting institutions.
First Nebraska Trust Co is the largest reported institutional holder of WU, with approximately 64,675 shares worth $1.45B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of WU, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for WU is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
79 institutions opened new positions in WU during Q2 2026, while 96 fully exited. 74 added to existing positions and 316 trimmed.
WU institutional ownership rose by 54.11 percentage points quarter-over-quarter, with a net change of -14 holders.
The top 10 institutions account for 68.2% of all reported 13F value in WU, and the top 25 account for 82.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Western Union Company (WU) Institutional Ownership