WESTERN UN CO (WU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
461
Reporting holders
$2.3B
Reported value
95.3%
Of shares outstanding
2.4%
Held as options
-21
Holder change
Institutions report 297,204,023 shares against 311,878,981 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $241.8M | 31,403,327 | 0.00% | 8q | +26.2%+$50.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $137.9M | 17,907,483 | 0.01% | 2q | -1.0%-$1.3M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $133.5M | 17,339,510 | 0.09% | 31q | +3.2%+$4.1M |
| Capital Research Global Investors | $113.0M | 14,673,095 | 0.02% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $107.9M | 14,018,732 | 0.00% | 2q | -1.2%-$1.3M |
| STATE STREET CORP | $87.1M | 11,310,742 | 0.00% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $86.6M | 11,246,081 | 0.01% | 31q | +2.6%+$2.2M |
| Sixth Street Partners Management Company, L.P. | $86.6M | 11,246,081 | 0.01% | new | NEW |
| Allianz Asset Management GmbH | $81.0M | 10,364,220 | 0.07% | 40q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $76.7M | 10,111,595 | 0.03% | 31q | -5.5%-$4.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $63.6M | 8,258,864 | 0.00% | 31q | +3.3%+$2.0M |
| DIMENSIONAL FUND ADVISORS LP | $59.1M | 7,675,440 | 0.01% | 31q | -2.9%-$1.7M |
| GOLDMAN SACHS GROUP INC | $47.5M | 6,168,209 | 0.00% | 31q | -13.0%-$7.1M |
| NORTHERN TRUST CORP | $44.0M | 5,709,723 | 0.01% | 31q | -13.2%-$6.7M |
| MILLENNIUM MANAGEMENT LLC | $40.2M | 5,225,882 | 0.01% | 29q | +701.2%+$35.2M |
| FIRST TRUST ADVISORS LP | $31.0M | 4,022,630 | 0.02% | 31q | +1.4%+$432.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $29.5M | 3,824,912 | 0.04% | 9q | +3.8%+$1.1M |
| UBS Group AG | $27.6M | 3,585,843 | 0.00% | 31q | +31.8%+$6.7M |
| AMERIPRISE FINANCIAL INC | $27.6M | 3,579,409 | 0.01% | 31q | -36.5%-$15.9M |
| MORGAN STANLEY | $26.5M | 3,442,768 | 0.00% | 35q | -56.8%-$34.8M |
| Discerene Group LP | $26.4M | 3,433,523 | 2.97% | 23q | -6.5%-$1.8M |
| Brickwood Asset Management LLP | $25.8M | 3,345,007 | 18.50% | 7q | -5.4%-$1.5M |
| FRANKLIN RESOURCES INC | $25.7M | 3,342,179 | 0.01% | 27q | -27.6%-$9.8M |
| Invesco Ltd. | $25.3M | 3,281,741 | 0.00% | 31q | +18.0%+$3.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $22.5M | 2,925,607 | 0.03% | 3q | +2.1%+$467.1K |
| MACQUARIE GROUP LTD | $21.7M | 2,813,607 | 0.09% | 32q | +2.2%+$467.1K |
| ALGEBRIS (UK) LTD | $21.2M | 2,765,094 | 1.40% | new | NEW |
| Bank of New York Mellon Corp | $20.3M | 2,637,935 | 0.00% | 31q | -5.4%-$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.2M | 466,039 | 0.00% | 31q | -64.3%-$36.3M |
| Fideuram Asset Management (Ireland) dac | $18.1M | 2,059,763 | 0.34% | 2q | +3739.3%+$17.7M |
| BANK OF AMERICA CORP /DE/ | $17.7M | 2,304,334 | 0.00% | 31q | -40.0%-$11.8M |
| ALPS ADVISORS INC | $16.8M | 2,183,543 | 0.08% | 23q | +1.4%+$239.9K |
| Public Sector Pension Investment Board | $16.5M | 2,146,786 | 0.02% | 3q | +88.8%+$7.8M |
| Fourth Sail Capital LP | $16.3M | 2,120,585 | 2.47% | new | NEW |
| CONTINENTAL ADVISORS LLC | $16.1M | 1,083,891 | 6.79% | 19q | -18.7%-$3.7M |
| Gotham Asset Management, LLC | $15.9M | 2,063,824 | 0.04% | 31q | -34.1%-$8.2M |
| VANGUARD FIDUCIARY TRUST CO | $15.2M | 1,974,081 | 0.00% | 2q | HELD |
| Point72 Asset Management, L.P. | $14.3M | 1,857,989 | 0.02% | 6q | +48.7%+$4.7M |
| Engineers Gate Manager LP | $13.1M | 1,699,841 | 0.17% | 5q | +467.6%+$10.8M |
| STOREBRAND ASSET MANAGEMENT AS | $12.3M | 1,593,816 | 0.03% | 3q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $11.6M | 1,506,974 | 0.01% | 31q | -2.1%-$253.8K |
| Connor, Clark & Lunn Investment Management Ltd. | $11.2M | 1,460,730 | 0.02% | 3q | +48.5%+$3.7M |
| SCHWARTZ INVESTMENT COUNSEL INC | $10.4M | 1,350,000 | 0.34% | 6q | +3.8%+$385.0K |
| Cambria Investment Management, L.P. | $10.3M | 1,334,697 | 0.51% | 29q | +31.1%+$2.4M |
| VICTORY CAPITAL MANAGEMENT INC | $9.3M | 1,214,093 | 0.01% | 31q | +22.0%+$1.7M |
| TSP Capital Management Group, LLC | $8.7M | 1,125,159 | 2.07% | 31q | +3.0%+$256.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.4M | 1,091,703 | 0.00% | 31q | +4.8%+$387.0K |
| Nuveen, LLC | $8.3M | 1,080,151 | 0.00% | 6q | +79.9%+$3.7M |
| Balyasny Asset Management L.P. | $8.2M | 1,070,067 | 0.01% | 2q | -26.1%-$2.9M |
| JANE STREET GROUP, LLC | $8.2M | options only | 0.00% | 28q | OPTIONS |
| CITADEL ADVISORS LLC | $7.3M | options only | 0.00% | 31q | OPTIONS |
| SEI INVESTMENTS CO | $7.2M | 941,075 | 0.01% | 31q | +2.7%+$193.1K |
| ALLIANCEBERNSTEIN L.P. | $6.9M | 794,588 | 0.00% | 31q | -0.5%-$36.6K |
| OLD NATIONAL BANCORP /IN/ | $6.7M | 872,148 | 0.13% | 20q | +7.1%+$444.9K |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $6.7M | 869,891 | 1.37% | new | NEW |
| Gilman Hill Asset Management, LLC | $6.5M | 844,517 | 0.89% | 19q | +5.7%+$350.4K |
| Legal & General Group Plc | $6.3M | 818,489 | 0.00% | 31q | -1.1%-$67.4K |
| MARSHALL WACE, LLP | $6.1M | 794,555 | 0.00% | 4q | -80.8%-$25.7M |
| CITIGROUP INC | $6.1M | 793,293 | 0.00% | 31q | +43.1%+$1.8M |
| GROUP ONE TRADING LLC | $5.7M | 235,735 | 0.01% | 31q | +13.4%+$676.9K |
| Kore Advisors LP | $5.5M | 717,632 | 5.74% | new | NEW |
| FMR LLC | $5.1M | 659,663 | 0.00% | 31q | -17.7%-$1.1M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $5.0M | 643,783 | 0.01% | 25q | +33.8%+$1.3M |
| FEDERATED HERMES, INC. | $4.9M | 637,257 | 0.01% | 31q | -17.5%-$1.0M |
| Brevan Howard Capital Management LP | $4.9M | 630,617 | 0.04% | 10q | +15.3%+$644.6K |
| Swiss National Bank | $4.8M | 629,200 | 0.00% | 31q | HELD |
| IMC-Chicago, LLC | $4.8M | 117,565 | 0.00% | 7q | -29.9%-$2.0M |
| RHUMBLINE ADVISERS | $4.6M | 601,558 | 0.00% | 31q | -19.0%-$1.1M |
| AMERICAN CENTURY COMPANIES INC | $4.6M | 592,506 | 0.00% | 31q | +28.3%+$1.0M |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $4.4M | 565,000 | 0.45% | new | NEW |
| EXCHANGE TRADED CONCEPTS, LLC | $4.3M | 554,704 | 0.01% | 10q | +219.8%+$2.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $4.2M | 544,995 | 0.00% | 31q | +124.3%+$2.3M |
| Campbell & CO Investment Adviser LLC | $4.2M | 544,107 | 0.22% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 537,450 | 0.01% | 31q | +39.6%+$1.2M |
| ROYAL BANK OF CANADA | $4.0M | 522,313 | 0.00% | 31q | -72.8%-$10.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $3.9M | 512,000 | 0.01% | 2q | -61.8%-$6.4M |
| Ilex Capital Partners (UK) LLP | $3.9M | 510,444 | 0.08% | new | NEW |
| 1834 INVESTMENT ADVISORS CO | $3.8M | 499,965 | 0.44% | 14q | +6.1%+$222.1K |
| PRUDENTIAL FINANCIAL INC | $3.8M | 497,859 | 0.00% | 31q | +68.0%+$1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.8M | 493,513 | 0.01% | 7q | +2.3%+$84.3K |
| SummitTX Capital, L.P. | $3.8M | 491,857 | 0.10% | 6q | +2.4%+$87.8K |
| Robeco Institutional Asset Management B.V. | $3.8M | 490,608 | 0.00% | 38q | -8.6%-$356.3K |
| ExodusPoint Capital Management, LP | $3.8M | 490,257 | 0.02% | new | NEW |
| J. Goldman & Co LP | $3.5M | options only | 0.09% | 3q | OPTIONS |
| Collar Capital Management, LLC | $3.4M | 443,887 | 2.02% | new | NEW |
| ROYCE & ASSOCIATES LP | $3.4M | 439,002 | 0.03% | 4q | +558.8%+$2.9M |
| JPMORGAN CHASE & CO | $3.2M | 407,112 | 0.00% | 31q | -76.1%-$10.2M |
| WELLS FARGO & COMPANY/MN | $2.9M | 377,517 | 0.00% | 31q | -44.9%-$2.4M |
| LPL Financial LLC | $2.9M | 373,379 | 0.00% | 31q | +75.2%+$1.2M |
| Pathstone Holdings, LLC | $2.8M | 362,055 | 0.01% | 11q | -3.6%-$105.2K |
| Holocene Advisors, LP | $2.8M | 358,369 | 0.01% | 2q | +174.4%+$1.8M |
| LAZARD ASSET MANAGEMENT LLC | $2.7M | 355,035 | 0.00% | 16q | +22.9%+$510.2K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.5M | 321,481 | 0.00% | 2q | +1.7%+$40.7K |
| SIMPLEX TRADING, LLC | $2.5M | options only | 0.00% | 31q | OPTIONS |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.4M | 315,081 | 0.00% | 31q | -1.7%-$42.0K |
| BARCLAYS PLC | $2.3M | 297,992 | 0.00% | 31q | -33.9%-$1.2M |
| Louisiana State Employees Retirement System | $2.3M | 277,900 | 0.02% | 31q | +97.1%+$1.1M |
| Rockefeller Capital Management L.P. | $2.2M | 291,264 | 0.00% | 28q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $2.2M | 289,596 | 0.00% | 7q | +48.7%+$729.9K |
| CWA Asset Management Group, LLC | $2.2M | 288,065 | 0.07% | 13q | +9.5%+$192.7K |
Showing the largest 100 of 489 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 461 | $2.3B | 297,204,023 | 78 | 132 | 173 | 2.4% |
| Q1 2026 | 482 | $2.7B | 298,462,600 | 89 | 170 | 125 | 2.8% |
| Q4 2025 | 451 | $3.0B | 312,106,415 | 76 | 145 | 139 | 3.6% |
| Q3 2025 | 420 | $2.4B | 300,920,576 | 59 | 133 | 143 | 1.7% |
| Q2 2025 | 434 | $2.5B | 288,721,263 | 64 | 142 | 147 | 1.6% |
| Q1 2025 | 427 | $2.9B | 270,912,635 | 58 | 157 | 121 | 1.1% |
| Q4 2024 | 429 | $2.9B | 267,067,957 | 49 | 140 | 133 | 1.5% |
| Q3 2024 | 408 | $3.2B | 266,176,990 | 54 | 118 | 150 | 1.1% |
| Q2 2024 | 402 | $3.3B | 270,641,165 | 35 | 129 | 159 | 0.9% |
| Q1 2024 | 409 | $4.2B | 297,062,213 | 51 | 112 | 160 | 0.8% |
| Q4 2023 | 404 | $3.7B | 306,511,499 | 46 | 123 | 148 | 0.9% |
| Q3 2023 | 384 | $4.2B | 316,730,519 | 34 | 115 | 153 | 0.9% |
| Q2 2023 | 399 | $3.8B | 318,640,988 | 37 | 129 | 149 | 1.2% |
| Q1 2023 | 400 | $3.5B | 317,262,614 | 58 | 123 | 153 | 1.6% |
| Q4 2022 | 396 | $4.5B | 325,259,144 | 45 | 129 | 152 | 1.3% |
| Q3 2022 | 513 | $5.3B | 384,103,117 | 48 | 187 | 175 | 1.4% |
| Q2 2022 | 500 | $6.3B | 378,362,841 | 48 | 160 | 192 | 0.9% |
| Q1 2022 | 515 | $7.4B | 389,439,201 | 50 | 162 | 195 | 1.3% |
| Q4 2021 | 544 | $7.3B | 397,976,682 | 67 | 200 | 161 | 3.0% |
| Q3 2021 | 545 | $8.3B | 403,591,981 | 41 | 188 | 199 | 1.2% |
| Q2 2021 | 564 | $9.5B | 407,997,163 | 49 | 190 | 185 | 1.3% |
| Q1 2021 | 571 | $10.2B | 409,583,935 | 54 | 199 | 183 | 1.2% |
| Q4 2020 | 581 | $9.2B | 417,237,660 | 49 | 164 | 224 | 0.5% |
| Q3 2020 | 558 | $9.1B | 423,283,656 | 44 | 185 | 209 | 0.6% |
| Q2 2020 | 576 | $9.5B | 435,227,153 | 61 | 147 | 258 | 1.0% |
| Q1 2020 | 583 | $8.1B | 449,609,325 | 65 | 187 | 216 | 0.6% |
| Q4 2019 | 605 | $12.9B | 481,009,668 | 75 | 184 | 209 | 0.6% |
| Q3 2019 | 548 | $11.0B | 470,431,574 | 58 | 166 | 197 | 0.8% |
| Q2 2019 | 533 | $9.8B | 470,235,021 | 52 | 157 | 207 | 1.1% |
| Q1 2019 | 552 | $8.4B | 452,860,088 | 55 | 175 | 195 | 0.4% |
| Q4 2018 | 553 | $7.8B | 459,498,999 | 7 | 13 | 12 | 0.2% |