Western Union Co (WU) Ownership

10.43 ↑0.00 (0.00%)

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 37.7 million shares. Combined, the top 39 institutional holders of WU own 93.47% of the company with a total of 322.7 million shares.

In the latest ownership report on September 30th 2024, the top 39 institutional holders decreased their combined ownership of WU by 6.6 million shares. 11 institutions bought 16,759,069 total additional shares and increased their ownership by an average of 88.30%. However 8 institutions sold 23,318,636 total shares and decreased their ownership by an average of 23.43%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Western Union Co decreased by a net total of -6,559,567 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	11.172%	-2.243%	37,737,950	-865,874	2024-09-30
T. Rowe Price Associates, Inc.	7.270%	9.987%	24,557,139	2,229,894	2024-09-30
State Street Corp	3.827%	0.405%	12,926,192	52,081	2024-09-30
Charles Schwab Investment Management Inc	3.534%	-0.026%	11,939,148	-3,133	2024-09-30
LSV Asset Management	3.106%	7.760%	10,492,473	755,543	2024-09-30
AQR Capital Management LLC	2.386%	-26.879%	8,060,036	-2,962,775	2024-09-30
Citadel Advisors Llc	2.371%	641.915%	8,010,097	6,930,445	2024-09-30
Allianz Asset Management AG	2.366%	3.414%	7,991,718	263,796	2024-09-30
Capital Research Global Investors	2.269%	-59.962%	7,662,881	-11,476,308	2024-09-30
Geode Capital Management, LLC	2.125%	0.356%	7,179,698	25,458	2024-09-30
Northern Trust Corp	2.079%	-6.906%	7,022,497	-520,918	2024-09-30
Jupiter Asset Management Limited	2.058%	-34.583%	6,952,570	-3,675,548	2024-09-30
Schroder Investment Management Group	2.021%	8.234%	6,826,905	519,363	2024-09-30
Discerene Group LP	1.978%	0.000%	6,682,192	0	2024-09-30
Millennium Management LLC	1.967%	78.146%	6,645,630	2,915,180	2024-09-30
Dimensional Fund Advisors, Inc.	1.375%	1.018%	4,643,771	46,808	2024-09-30
Bank of New York Mellon Corp	1.317%	-9.670%	4,448,921	-476,285	2024-09-30
Bank of America Corp	1.232%	213.703%	4,163,208	2,836,089	2024-09-30
Morgan Stanley - Brokerage Accounts	1.108%	-47.141%	3,742,617	-3,337,795	2024-09-30
First Trust Advisors L.P.	0.908%	6.395%	3,068,088	184,412	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.172%	-2.243%	37,737,950	-865,874	2024-09-30
BlackRock Inc	10.030%	-1.818%	33,881,720	-627,514	2024-06-30
T. Rowe Price Associates, Inc.	7.270%	9.987%	24,557,139	2,229,894	2024-09-30
State Street Corporation	3.847%	-4.778%	12,994,360	-651,955	2024-03-31
State Street Corp	3.827%	0.405%	12,926,192	52,081	2024-09-30
Charles Schwab Investment Management Inc	3.534%	-0.026%	11,939,148	-3,133	2024-09-30
LSV Asset Management	3.106%	7.760%	10,492,473	755,543	2024-09-30
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
AQR Capital Management LLC	2.386%	-26.879%	8,060,036	-2,962,775	2024-09-30
Citadel Advisors Llc	2.371%	641.915%	8,010,097	6,930,445	2024-09-30
Allianz Asset Management AG	2.366%	3.414%	7,991,718	263,796	2024-09-30
Capital Research Global Investors	2.269%	-59.962%	7,662,881	-11,476,308	2024-09-30
Van Eck Associates Corporation	1.992%	-40.447%	7,461,474	-5,067,599	2023-03-31
Geode Capital Management, LLC	2.125%	0.356%	7,179,698	25,458	2024-09-30
Northern Trust Corp	2.079%	-6.906%	7,022,497	-520,918	2024-09-30
Jupiter Asset Management Limited	2.058%	-34.583%	6,952,570	-3,675,548	2024-09-30
Schroder Investment Management Group	2.021%	8.234%	6,826,905	519,363	2024-09-30
Amundi	1.815%	13.803%	6,796,965	824,392	2022-12-31
Discerene Group LP	1.978%	0.000%	6,682,192	0	2024-09-30
Millennium Management LLC	1.967%	78.146%	6,645,630	2,915,180	2024-09-30
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
Dimensional Fund Advisors, Inc.	1.375%	1.018%	4,643,771	46,808	2024-09-30
Bank of New York Mellon Corp	1.317%	-9.670%	4,448,921	-476,285	2024-09-30
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
Bank of America Corp	1.232%	213.703%	4,163,208	2,836,089	2024-09-30
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
Morgan Stanley - Brokerage Accounts	1.108%	-47.141%	3,742,617	-3,337,795	2024-09-30
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
First Trust Advisors L.P.	0.908%	6.395%	3,068,088	184,412	2024-09-30
Legal & General Group PLC	0.775%	-4.970%	2,990,704	-156,412	2022-06-30
WEDGE Capital Management, LLP	0.838%	-6.313%	2,830,744	-190,737	2024-06-30

Mutual Fund Ownership

T. Rowe Price Mid-Cap Value is the biggest individual fund holder of Western Union Co (WU), owning a total of 16 million shares. Combined, the top 42 mutual fund holders of WU own 63.10% of the company with a total of 218.6 million shares.

In the latest ownership report on November 30th 2024, the top 42 fund holders increased their combined ownership of WU by 268 thousand shares. 6 funds bought 292,502 total additional shares and increased their ownership by an average of 1.33%. However 1 funds sold 24,237 total shares and decreased their ownership by an average of 0.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Western Union Co increased by a net total of 268,265 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	3.164%	0.000%	10,686,536	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.131%	-0.229%	10,575,746	-24,237	2024-11-30
Schwab US Dividend Equity ETF™	2.548%	0.217%	8,606,123	18,600	2024-11-30
Vanguard Small Cap Index	2.523%	0.588%	8,521,702	49,800	2024-11-30
iShares Select Dividend ETF	2.252%	0.000%	7,607,494	0	2024-11-30
Vanguard Small Cap Value Index Inv	1.707%	0.734%	5,765,361	42,020	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.487%	0.433%	5,023,436	21,645	2024-11-30
SEI World Equity Ex-US A (SIIT)	0.821%	2.911%	2,773,459	78,459	2024-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.811%	3.086%	2,738,722	81,978	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.636%	0.000%	2,148,515	0	2024-11-30
iShares S&P Mid-Cap 400 Value ETF	0.547%	0.000%	1,848,890	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Mid-Cap Value	4.736%	18.739%	15,998,519	2,524,829	2024-10-31
T. Rowe Price US Mid-Cap Value Equity	3.989%	10.229%	13,473,690	1,250,311	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
iShares Core S&P Mid-Cap ETF	3.164%	0.000%	10,686,536	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.131%	-0.229%	10,575,746	-24,237	2024-11-30
Schwab US Dividend Equity ETF™	2.548%	0.217%	8,606,123	18,600	2024-11-30
Vanguard Small Cap Index	2.523%	0.588%	8,521,702	49,800	2024-11-30
iShares Select Dividend ETF	2.252%	0.000%	7,607,494	0	2024-11-30
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	1.707%	0.734%	5,765,361	42,020	2024-11-30
Vanguard Extended Market Index Investor	1.402%	0.551%	5,250,422	28,760	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.487%	0.433%	5,023,436	21,645	2024-11-30
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
SEI World Equity Ex-US A (SIIT)	0.821%	2.911%	2,773,459	78,459	2024-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.811%	3.086%	2,738,722	81,978	2024-11-30
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
Schroder Global Sust Val Eq X Acc	0.636%	24.107%	2,318,371	450,322	2023-09-30
Jupiter UK Dynamic Equity L Inc	0.681%	-4.366%	2,300,000	-105,000	2024-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.636%	0.000%	2,148,515	0	2024-11-30
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
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
Fidelity Extended Market Index	0.558%	-4.171%	1,883,749	-81,991	2024-10-31
iShares S&P Mid-Cap 400 Value ETF	0.547%	0.000%	1,848,890	0	2024-11-30
Macquarie Growth and Income A	0.488%	0.000%	1,648,116	0	2024-10-31
Delaware Growth and Income A	0.488%	0.000%	1,648,116	0	2024-10-31