Western Union Co (WU) Ownership

10.72 ↓0.03 (-0.28%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Western Union Co (WU), owning a total of 38.6 million shares. Combined, the top 38 institutional holders of WU own 97.59% of the company with a total of 336.8 million shares.

In the latest ownership report on June 30th 2024, the top 38 institutional holders increased their combined ownership of WU by 2.4 million shares. 8 institutions bought 12,782,272 total additional shares and increased their ownership by an average of 24.70%. However 12 institutions sold 10,393,663 total shares and decreased their ownership by an average of 7.51%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Western Union Co increased by a net total of 2,388,609 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.428%	-3.404%	38,603,824	-1,360,534	2024-06-30
BlackRock Inc	10.030%	-1.818%	33,881,720	-627,514	2024-06-30
T. Rowe Price Associates, Inc.	6.610%	60.560%	22,327,245	8,421,354	2024-06-30
Capital Research Global Investors	5.666%	-0.009%	19,139,189	-1,794	2024-06-30
State Street Corp	3.811%	-0.925%	12,874,111	-120,249	2024-06-30
Charles Schwab Investment Management Inc	3.535%	-2.541%	11,942,281	-311,324	2024-06-30
AQR Capital Management LLC	3.263%	-8.975%	11,022,811	-1,086,817	2024-06-30
Jupiter Asset Management Limited	3.146%	-30.767%	10,628,118	-4,723,107	2024-06-30
LSV Asset Management	2.882%	17.680%	9,736,930	1,462,853	2024-06-30
Allianz Asset Management AG	2.288%	-4.589%	7,727,922	-371,645	2024-06-30
Northern Trust Corp	2.233%	2.994%	7,543,415	219,279	2024-06-30
Geode Capital Management, LLC	2.118%	0.409%	7,154,240	29,154	2024-06-30
Morgan Stanley - Brokerage Accounts	2.096%	-11.105%	7,080,412	-884,530	2024-06-30
Discerene Group LP	1.978%	0.000%	6,682,192	0	2024-06-30
Schroder Investment Management Group	1.867%	0.958%	6,307,542	59,851	2024-06-30
Bank of New York Mellon Corp	1.458%	0.164%	4,925,206	8,071	2024-06-30
Dimensional Fund Advisors, Inc.	1.361%	-2.648%	4,596,963	-125,048	2024-06-30
Millennium Management LLC	1.104%	62.821%	3,730,450	1,439,310	2024-06-30
Marshall Wace Asset Management Ltd	0.988%	52.044%	3,337,466	1,142,400	2024-06-30
First Trust Advisors L.P.	0.854%	-16.994%	2,883,676	-590,364	2024-06-30
WEDGE Capital Management, LLP	0.838%	-6.313%	2,830,744	-190,737	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.428%	-3.404%	38,603,824	-1,360,534	2024-06-30
BlackRock Inc	10.030%	-1.818%	33,881,720	-627,514	2024-06-30
T. Rowe Price Associates, Inc.	6.610%	60.560%	22,327,245	8,421,354	2024-06-30
Capital Research Global Investors	5.666%	-0.009%	19,139,189	-1,794	2024-06-30
State Street Corporation	3.847%	-4.778%	12,994,360	-651,955	2024-03-31
State Street Corp	3.811%	-0.925%	12,874,111	-120,249	2024-06-30
Charles Schwab Investment Management Inc	3.535%	-2.541%	11,942,281	-311,324	2024-06-30
AQR Capital Management LLC	3.263%	-8.975%	11,022,811	-1,086,817	2024-06-30
Jupiter Asset Management Limited	3.146%	-30.767%	10,628,118	-4,723,107	2024-06-30
Citadel Advisors Llc	2.888%	15.251%	9,882,826	1,307,741	2023-09-30
LSV Asset Management	2.882%	17.680%	9,736,930	1,462,853	2024-06-30
FMR Inc	2.551%	-2.869%	9,551,358	-282,164	2022-12-31
Independent Franchise Partners LLP	2.187%	-50.733%	8,190,782	-8,434,556	2022-12-31
Allianz Asset Management AG	2.288%	-4.589%	7,727,922	-371,645	2024-06-30
Northern Trust Corp	2.233%	2.994%	7,543,415	219,279	2024-06-30
Van Eck Associates Corporation	1.992%	-40.447%	7,461,474	-5,067,599	2023-03-31
Geode Capital Management, LLC	2.118%	0.409%	7,154,240	29,154	2024-06-30
Morgan Stanley - Brokerage Accounts	2.096%	-11.105%	7,080,412	-884,530	2024-06-30
Amundi	1.815%	13.803%	6,796,965	824,392	2022-12-31
Discerene Group LP	1.978%	0.000%	6,682,192	0	2024-06-30
Schroder Investment Management Group	1.867%	0.958%	6,307,542	59,851	2024-06-30
Arrowstreet Capital Limited Partnership	1.482%	106.282%	5,550,664	2,859,852	2023-03-31
Amvescap Plc.	1.629%	64.551%	5,503,918	2,159,114	2024-03-31
UBS Asset Mgmt Americas Inc	1.460%	34.200%	5,468,777	1,393,691	2022-12-31
Federated Hermes Inc	1.298%	-7.154%	5,012,885	-386,227	2022-06-30
Bank of New York Mellon Corp	1.458%	0.164%	4,925,206	8,071	2024-06-30
Dimensional Fund Advisors, Inc.	1.361%	-2.648%	4,596,963	-125,048	2024-06-30
Two Sigma Advisers, LLC	1.135%	-10.626%	4,239,200	-504,000	2022-09-30
Allspring Global Investments Holdings, LLC	1.112%	12.410%	4,164,658	459,786	2023-03-31
Contour Asset Management LLC	1.047%	0.000%	3,816,182	3,816,182	2023-09-30
JPMorgan Chase & Co	1.044%	-32.481%	3,803,333	-1,829,664	2023-06-30
Millennium Management LLC	1.104%	62.821%	3,730,450	1,439,310	2024-06-30
Marshall Wace Asset Management Ltd	0.988%	52.044%	3,337,466	1,142,400	2024-06-30
Goldman Sachs Group Inc	0.974%	0.496%	3,296,716	16,276	2023-12-31
Two Sigma Investments LLC	0.800%	-30.229%	3,089,270	-1,338,432	2022-06-30
Legal & General Group PLC	0.775%	-4.970%	2,990,704	-156,412	2022-06-30
First Trust Advisors L.P.	0.854%	-16.994%	2,883,676	-590,364	2024-06-30
WEDGE Capital Management, LLP	0.838%	-6.313%	2,830,744	-190,737	2024-06-30

Mutual Fund Ownership

T. Rowe Price US Mid-Cap Value Equity is the biggest individual fund holder of Western Union Co (WU), owning a total of 13.5 million shares. Combined, the top 41 mutual fund holders of WU own 61.75% of the company with a total of 214.1 million shares.

In the latest ownership report on October 31st 2024, the top 41 fund holders increased their combined ownership of WU by 186 thousand shares. 1 funds bought 7,440 total additional shares and increased their ownership by an average of 0.09%. However 1 funds sold 193,800 total shares and decreased their ownership by an average of 8.27%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Western Union Co decreased by a net total of -186,360 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.118%	0.000%	10,532,072	0	2024-10-31
Schwab US Dividend Equity ETF™	2.474%	0.089%	8,356,035	7,440	2024-10-31
iShares Select Dividend ETF	2.252%	0.000%	7,607,494	0	2024-10-31
SEI World Equity Ex-US A (SIIT)	0.798%	0.000%	2,695,000	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.636%	-8.274%	2,148,515	-193,800	2024-10-31
iShares S&P Mid-Cap 400 Value ETF	0.546%	0.000%	1,844,520	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price US Mid-Cap Value Equity	3.989%	10.229%	13,473,690	1,250,311	2024-09-30
T. Rowe Price Mid-Cap Value	3.989%	0.000%	13,473,690	0	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.169%	-1.664%	11,546,678	-195,409	2023-03-31
American Funds American Mutual A	3.352%	-0.071%	11,321,272	-8,016	2024-06-30
Capital Group American Mutual Comp	3.352%	-0.071%	11,321,272	-8,016	2024-06-30
Vanguard Total Stock Mkt Idx Inv	3.146%	0.060%	10,628,627	6,392	2024-09-30
iShares Core S&P Mid-Cap ETF	3.118%	0.000%	10,532,072	0	2024-10-31
Vanguard Small Cap Index	2.503%	-1.226%	8,455,322	-104,939	2024-09-30
Schwab US Dividend Equity ETF™	2.474%	0.089%	8,356,035	7,440	2024-10-31
iShares Select Dividend ETF	2.252%	0.000%	7,607,494	0	2024-10-31
American Funds Capital Income Bldr A	2.225%	0.000%	7,516,724	0	2024-09-30
VanEck Morningstar Wide Moat ETF	1.907%	0.000%	7,140,822	0	2023-05-31
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z	2.108%	10.811%	7,119,310	694,589	2024-09-30
VanEck Morningstar Wide Moat	1.735%	-42.644%	6,497,039	-4,830,610	2023-03-31
iShares MSCI USA Min Vol Factor ETF	1.671%	0.000%	6,240,040	0	2023-01-31
Vanguard Small Cap Value Index Inv	1.695%	-0.292%	5,725,323	-16,780	2024-09-30
Vanguard Extended Market Index Investor	1.402%	0.551%	5,250,422	28,760	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.489%	-1.977%	5,029,708	-101,465	2024-09-30
Vanguard Equity-Income Inv	1.136%	-16.065%	3,837,520	-734,502	2024-09-30
Jupiter Income Trust L Inc	1.116%	0.000%	3,800,000	0	2023-12-31
Invesco S&P MidCap Quality ETF	0.966%	-1.134%	3,267,544	-37,492	2024-05-31
Fidelity® Series Intrinsic Opps	0.824%	-27.143%	3,182,406	-1,185,594	2022-08-31
Fidelity® Low-Priced Stock	0.840%	-55.104%	3,146,469	-3,861,835	2023-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.798%	-0.131%	2,695,860	-3,532	2024-09-30
SEI World Equity Ex-US A (SIIT)	0.798%	0.000%	2,695,000	0	2024-10-31
JNL/Goldman Sachs 4 A	0.685%	-29.732%	2,646,941	-1,119,966	2022-09-30
WEDGE QVM-Large Cap Value	0.771%	-7.843%	2,603,356	-221,565	2024-09-30
Jupiter UK Special Situations L Inc	0.749%	-1.938%	2,530,000	-50,000	2024-06-30
Jupiter UK Dynamic Equity L Inc	0.712%	-4.941%	2,405,000	-125,000	2024-07-31
Schroder Global Sust Val Eq X Acc	0.636%	24.107%	2,318,371	450,322	2023-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.636%	-8.274%	2,148,515	-193,800	2024-10-31
Xtrackers S&P 500 Swap ETF 1C	0.573%	-8.286%	2,147,536	-194,017	2023-08-31
Jupiter Global Value Equity X Acc	0.617%	0.000%	2,100,000	0	2024-02-29
Jupiter UK Income Fund L Inc	0.591%	-47.368%	2,000,000	-1,800,000	2024-03-31
State St S&P Midcap® Indx SL Cl II	0.533%	1.903%	1,997,170	37,300	2023-05-31
Fidelity® Extended Market Index	0.546%	2.063%	1,988,856	40,205	2023-10-31
Fidelity Extended Market Index	0.582%	-2.638%	1,965,740	-53,251	2024-09-30
Independent Franchise Partners US Equity	0.525%	0.000%	1,960,940	0	2022-09-30
Vanguard Information Technology ETF	0.510%	-1.328%	1,911,240	-25,719	2023-04-30
iShares S&P Mid-Cap 400 Value ETF	0.546%	0.000%	1,844,520	0	2024-10-31
Delaware Growth and Income A	0.488%	0.000%	1,648,116	0	2024-09-30