DaveManuel.com · Institutional Ownership · Who Owns It
WESTERN UN CO (WU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
492
Reporting holders
$2.4B
Reported value
96.5%
Of shares outstanding
1.6%
Calls
0.8%
Puts
-23
Holder change
Institutions report 300,808,072 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Allianz Asset Management GmbH | $89.5M | 11,616,948 | 0.07% | 40q | +12.6%+$10.0M |
| 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 |
| LSV ASSET MANAGEMENT | $84.5M | 10,977,158 | 0.15% | 31q | +9.6%+$7.4M |
| 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 | +26.9%+$5.8M |
| 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 incl. $16.6M options CALL+PUT | 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 |
| Fourth Sail Capital LP | $16.3M | 2,120,585 | 2.47% | new | NEW |
| CONTINENTAL ADVISORS LLC | $16.1M incl. $7.7M options CALL | 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% | 26q | 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 |
| Public Sector Pension Investment Board | $8.3M | 1,073,393 | 0.02% | 3q | -5.6%-$490.4K |
| Balyasny Asset Management L.P. | $8.2M | 1,070,067 | 0.01% | 2q | -26.1%-$2.9M |
| JANE STREET GROUP, LLC | $8.2M CALL+PUT | options only | 0.00% | 28q | OPTIONS |
| CITADEL ADVISORS LLC | $7.3M CALL+PUT | 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 |
| BESSEMER GROUP INC | $5.9M | 760,129 | 0.01% | 31q | +46.0%+$1.8M |
| GROUP ONE TRADING LLC | $5.7M incl. $3.9M options CALL+PUT | 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 incl. $3.9M options CALL+PUT | 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 |
| 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 CALL | 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 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $3.0M | 389,030 | 0.01% | 31q | -1.1%-$33.8K |
| WELLS FARGO & COMPANY/MN | $2.9M | 377,517 | 0.00% | 31q | +10.1%+$267.7K |
| LPL Financial LLC | $2.9M | 373,379 | 0.00% | 31q | +75.2%+$1.2M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.8M | 365,941 | 0.00% | 31q | -4.5%-$133.1K |
| 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 CALL+PUT | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.4M | 306,063 | 0.00% | 31q | +4.1%+$92.6K |
| BARCLAYS PLC | $2.3M | 297,992 | 0.00% | 31q | -33.9%-$1.2M |
| Rockefeller Capital Management L.P. | $2.2M | 291,264 | 0.00% | 28q | HELD |
Showing the largest 100 of 493 reported holders. The count of 492 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 144 | $77.1M | 11,671,355 | 25 | 46 | 38 | 7.9% |
| Q2 2026 | 492 | $2.4B | 300,808,072 | 81 | 131 | 192 | 2.4% |
| Q1 2026 | 515 | $2.8B | 308,901,103 | 93 | 177 | 141 | 2.7% |
| Q4 2025 | 486 | $3.2B | 333,771,280 | 79 | 161 | 145 | 3.4% |
| Q3 2025 | 457 | $2.6B | 316,711,656 | 65 | 141 | 157 | 1.7% |
| Q2 2025 | 471 | $2.6B | 308,567,988 | 68 | 153 | 162 | 1.6% |
| Q1 2025 | 469 | $3.4B | 317,689,707 | 64 | 174 | 133 | 1.0% |
| Q4 2024 | 474 | $3.4B | 313,617,480 | 57 | 155 | 145 | 1.3% |
| Q3 2024 | 452 | $3.7B | 308,013,135 | 59 | 138 | 162 | 1.0% |
| Q2 2024 | 446 | $3.8B | 310,187,030 | 40 | 143 | 174 | 0.9% |
| Q1 2024 | 458 | $4.6B | 328,572,343 | 54 | 129 | 178 | 0.8% |
| Q4 2023 | 463 | $3.9B | 322,689,221 | 58 | 138 | 167 | 1.0% |
| Q3 2023 | 438 | $4.4B | 331,647,338 | 43 | 130 | 168 | 0.9% |
| Q2 2023 | 459 | $4.0B | 337,432,518 | 43 | 148 | 173 | 1.2% |
| Q1 2023 | 476 | $4.0B | 354,068,956 | 66 | 146 | 182 | 1.6% |
| Q4 2022 | 506 | $5.3B | 379,502,795 | 50 | 153 | 208 | 1.4% |
| Q3 2022 | 500 | $27.3B | 2,012,459,105 | 47 | 177 | 176 | 0.3% |
| Q2 2022 | 491 | $33.0B | 1,996,558,568 | 48 | 155 | 188 | 0.2% |
| Q1 2022 | 506 | $31.0B | 1,651,032,592 | 50 | 158 | 191 | 0.3% |
| Q4 2021 | 538 | $30.7B | 1,711,745,234 | 68 | 198 | 158 | 0.7% |
| Q3 2021 | 539 | $25.0B | 1,232,644,772 | 41 | 188 | 193 | 0.4% |
| Q2 2021 | 558 | $16.9B | 732,115,432 | 50 | 185 | 184 | 0.7% |
| Q1 2021 | 562 | $31.8B | 1,673,640,001 | 52 | 197 | 180 | 0.4% |
| Q4 2020 | 574 | $36.1B | 1,641,338,055 | 49 | 161 | 220 | 0.1% |
| Q3 2020 | 554 | $43.3B | 2,706,727,264 | 44 | 183 | 207 | 0.1% |
| Q2 2020 | 572 | $39.9B | 2,315,744,617 | 61 | 146 | 255 | 0.2% |
| Q1 2020 | 580 | $37.7B | 2,082,012,351 | 64 | 184 | 216 | 0.1% |
| Q4 2019 | 600 | $50.0B | 1,864,248,048 | 75 | 181 | 207 | 0.1% |
| Q3 2019 | 544 | $57.8B | 2,887,652,661 | 58 | 165 | 195 | 0.1% |
| Q2 2019 | 529 | $17.4B | 1,234,627,133 | 52 | 156 | 204 | 0.6% |
| Q1 2019 | 549 | $57.4B | 3,598,774,342 | 55 | 174 | 193 | 0.1% |
| Q4 2018 | 551 | $26.6B | 1,652,936,347 | 7 | 12 | 12 | 0.1% |