Western Union CO (WU) — Institutional Holders, Q2 2026 (page 5)
487 institutional investment managers reported a WU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 487. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WU 13F holders ranked 401–487 of 487
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | PRIVATE NA#401 · 696 sh | 696 | $5.4K | — | 0.0% |
| 402 | HARBOUR INVESTMENTS#402 · 660 sh | 660 | $5.1K | <0.01% | -2.1% |
| 403 | RICHARDSON FINANCIAL SERVICES#403 · 630 sh | 630 | $4.9K | <0.01% | 0.0% |
| 404 | Crewe Advisors#404 · 614 sh | 614 | $4.7K | <0.01% | +30.9% |
| 405 | Oakworth Capital#405 · 600 sh | 600 | $4.6K | — | 0.0% |
| 406 | PlanVest Financial#406 · 600 sh | 600 | $4.6K | <0.01% | 0.0% |
| 407 | BOYD WATTERSON ASSET MANAGEMENT#407 · 597 sh | 597 | $4.6K | <0.01% | 0.0% |
| 408 | SouthState Bank#408 · 571 sh | 571 | $4.4K | <0.01% | New |
| 409 | Medallion Wealth Advisors#409 · 550 sh | 550 | $4.2K | <0.01% | 0.0% |
| 410 | MCF Advisors#410 · 542 sh | 542 | $4.2K | <0.01% | New |
| 411 | CULLEN/FROST BANKERS#411 · 525 sh | 525 | $4.0K | 0.00% | 0.0% |
| 412 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#412 · 500 sh | 500 | $3.9K | <0.01% | -48.7% |
| 413 | True Wealth Design#413 · 502 sh | 502 | $3.9K | — | -50.9% |
| 414 | City State Bank#414 · 495 sh | 495 | $3.8K | — | 0.0% |
| 415 | Lodestone Wealth Management#415 · 434 sh | 434 | $3.3K | — | +3.1% |
| 416 | RMG Wealth Management#416 · 465 sh | 465 | $3.3K | — | New |
| 417 | Mitsubishi UFJ Asset Management , Ltd.#417 · 429 sh | 429 | $3.3K | 0.00% | 0.0% |
| 418 | Godfrey Financial Associates#418 · 424 sh | 424 | $3.3K | <0.01% | 0.0% |
| 419 | MassMutual Private Wealth & , FSB#419 · 341 sh | 341 | $2.6K | — | -86.1% |
| 420 | Signature Resources Capital Management#420 · 332 sh | 332 | $2.6K | — | 0.0% |
| 421 | HUNTINGTON NATIONAL BANK#421 · 313 sh | 313 | $2.4K | 0.00% | -11.8% |
| 422 | Cornerstone Planning Group#422 · 280 sh | 280 | $2.4K | — | +18.1% |
| 423 | GABLES CAPITAL MANAGEMENT#423 · 300 sh | 300 | $2.3K | <0.01% | -84.3% |
| 424 | Mosley Wealth Management#424 · 300 sh | 300 | $2.3K | — | 0.0% |
| 425 | BELLEVUE ASSET MANAGEMENT#425 · 299 sh | 299 | $2.3K | <0.01% | New |
| 426 | UMB Bank, n.a.#426 · 280 sh | 280 | $2.2K | 0.00% | -87.6% |
| 427 | Parkside Financial Bank#427 · 274 sh | 274 | $2.1K | <0.01% | -87.5% |
| 428 | Colonial Advisors#428 · 250 sh | 250 | $1.9K | <0.01% | 0.0% |
| 429 | Winch Advisory Services#429 · 245 sh | 245 | $1.9K | <0.01% | +3.4% |
| 430 | Quarry#430 · 244 sh | 244 | $1.9K | <0.01% | -97.3% |
| 431 | Signature Equity Partners#431 · 238 sh | 238 | $1.8K | <0.01% | 0.0% |
| 432 | Union Bankshares#432 · 213 sh | 213 | $1.6K | 0.00% | -14.5% |
| 433 | WEBSTER BANK, N. A.#433 · 200 sh | 200 | $1.5K | <0.01% | 0.0% |
| 434 | Noble Wealth Management PBC#434 · 198 sh | 198 | $1.5K | — | New |
| 435 | Darwin Wealth Management#435 · 197 sh | 197 | $1.5K | <0.01% | +2.6% |
| 436 | CALDWELL SUTTER CAPITAL#436 · 175 sh | 175 | $1.3K | <0.01% | 0.0% |
| 437 | Smartleaf Asset Management#437 · 176 sh | 176 | $1.3K | 0.00% | 0.0% |
| 438 | Strive Financial Group#438 · 170 sh | 170 | $1.3K | <0.01% | 0.0% |
| 439 | JFS WEALTH ADVISORS#439 · 152 sh | 152 | $1.2K | <0.01% | -36.9% |
| 440 | Basepoint Wealth#440 · 126 sh | 126 | $970.00 | <0.01% | +3.3% |
| 441 | Retirement Wealth Solutions#441 · 117 sh | 117 | $901.00 | — | -27.8% |
| 442 | First Command Advisory Services#442 · 111 sh | 111 | $855.00 | 0.00% | New |
| 443 | Moisand Fitzgerald Tamayo#443 · 100 sh | 100 | $770.00 | — | 0.0% |
| 444 | Creative Capital Management Investments#444 · 99 sh | 99 | $762.00 | <0.01% | New |
| 445 | ACTION POINT FINANCIAL PLANNING#445 · 94 sh | 94 | $717.00 | <0.01% | New |
| 446 | Prestige Wealth Management Group#446 · 81 sh | 81 | $624.00 | <0.01% | +237.5% |
| 447 | Virginia Estate & Retirement Planning Advisors#447 · 80 sh | 80 | $610.00 | — | 0.0% |
| 448 | HIGHLINE WEALTH PARTNERS#448 · 76 sh | 76 | $585.00 | — | -90.2% |
| 449 | ROTHSCHILD INVESTMENT#449 · 76 sh | 76 | $585.00 | 0.00% | -97.1% |
| 450 | Rossby Financial, LCC#450 · 70 sh | 70 | $539.00 | <0.01% | 0.0% |
| 451 | AMERIFLEX GROUP#451 · 70 sh | 70 | $539.00 | <0.01% | New |
| 452 | Fortitude Family Office#452 · 69 sh | 69 | $531.00 | — | -81.8% |
| 453 | Hilton Head Capital Partners#453 · 67 sh | 67 | $516.00 | — | 0.0% |
| 454 | Keating Financial Advisory Services#454 · 65 sh | 65 | $501.00 | <0.01% | -86.2% |
| 455 | Breakwater Investment Management#455 · 64 sh | 64 | $493.00 | — | 0.0% |
| 456 | Physician Wealth Advisors#456 · 63 sh | 63 | $486.00 | — | New |
| 457 | TOUNJIAN ADVISORY PARTNERS#457 · 63 sh | 63 | $484.00 | <0.01% | New |
| 458 | Bay Harbor Wealth Management#458 · 62 sh | 62 | $477.00 | <0.01% | +6.9% |
| 459 | MV CAPITAL MANAGEMENT#459 · 59 sh | 59 | $455.00 | 0.00% | -85.9% |
| 460 | DiNuzzo Private Wealth#460 · 40 sh | 40 | $308.00 | — | -39.4% |
| 461 | Rialto Wealth Management#461 · 36 sh | 36 | $278.00 | <0.01% | -77.1% |
| 462 | HFM Investment Advisors#462 · 34 sh | 34 | $262.00 | <0.01% | +54.5% |
| 463 | GILPIN WEALTH MANAGEMENT#463 · 33 sh | 33 | $255.00 | — | -37.7% |
| 464 | ASSETMARK#464 · 32 sh | 32 | $246.00 | — | -83.1% |
| 465 | CVA Family Office#465 · 32 sh | 32 | $246.00 | 0.00% | -91.9% |
| 466 | Bruce G. Allen Investments#466 · 32 sh | 32 | $246.00 | <0.01% | -69.5% |
| 467 | Cromwell#467 · 28 sh | 28 | $216.00 | <0.01% | -50.0% |
| 468 | AdvisorNet Financial#468 · 20 sh | 20 | $154.00 | — | 0.0% |
| 469 | Essential Investment Partners#469 · 20 sh | 20 | $154.00 | <0.01% | 0.0% |
| 470 | CoreCap Advisors#470 · 19 sh | 19 | $146.00 | — | 0.0% |
| 471 | Davis Capital Management#471 · 17 sh | 17 | $131.00 | — | New |
| 472 | Ankerstar Wealth#472 · 16 sh | 16 | $123.00 | <0.01% | -80.7% |
| 473 | Plante Moran Financial Advisors#473 · 12 sh | 12 | $92.00 | 0.00% | New |
| 474 | SJS Investment Consulting#474 · 10 sh | 10 | $77.00 | — | -76.7% |
| 475 | DecisionPoint Financial#475 · 9 sh | 9 | $71.00 | 0.00% | New |
| 476 | COMPASS FINANCIAL MANAGEMENT#476 · 9 sh | 9 | $66.00 | 0.00% | — |
| 477 | MARYLAND CAPITAL ADVISORS#477 · 4 sh | 4 | $31.00 | — | — |
| 478 | Transamerica Financial Advisors#478 · 2 sh | 2 | $15.00 | 0.00% | -98.9% |
| 479 | RAFFA WEALTH MANAGEMENT#479 · 1 sh | 1 | $8.00 | 0.00% | -75.0% |
| 480 | Napier Financial#480 · 1 sh | 1 | $8.00 | 0.00% | New |
| 481 | Raleigh Capital Management#481 · 0 sh | 0 | $2.00 | 0.00% | New |
| 482 | Capital Advisors, Ltd.#482 · 15 sh | 15 | $0.00 | 0.00% | -72.2% |
| 483 | Avion Wealth#483 · 62 sh | 62 | $0.00 | 0.00% | -67.2% |
| 484 | Activest Wealth Management#484 · 0 sh | 0 | $0.00 | — | New |
| 485 | Evolution Advisers#485 · 34 sh | 34 | $0.00 | 0.00% | New |
| 486 | Erste Asset Management GmbH#486 · 0 sh | 0 | $0.00 | 0.00% | New |
| 487 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#487 · 365,941 sh | 365,941 | — | — | -4.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.