# WESTERN UN CO (WU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WU/

- Reporting holders: 14
- Reported value: $509.3K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $273.0K | 46,271 | 0.0% | 5 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $73.4K | 11,589 | 0.0% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $59.2K | 10,037 | 0.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $53.8K | 9,124 | 0.0% | 11 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $15.9K | 2,700 | 0.0% | 11 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $14.8K | 2,500 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.9K | 1,512 | 0.0% | 16 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $4.7K | 800 | 0.0% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $3.0K | 509 | 0.0% | 1 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $1.4K | 240 | 0.0% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $667 | 113 | 0.0% | 15 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $266 | 45 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $112 | 19 | 0.0% | 9 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $77 | 13 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $509.3K |
| Q2 2026 | 491 | $2.6B |
| Q1 2026 | 511 | $2.8B |
| Q4 2025 | 484 | $3.2B |
| Q3 2025 | 455 | $2.6B |
| Q2 2025 | 469 | $2.6B |
| Q1 2025 | 467 | $3.4B |
| Q4 2024 | 471 | $3.4B |
| Q3 2024 | 450 | $3.7B |
| Q2 2024 | 444 | $3.8B |
| Q1 2024 | 454 | $4.6B |
| Q4 2023 | 459 | $3.9B |