The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership7,902,175 shares
Latest Disclosed Value $ 68,988,826
Dimensional Fund Advisors Lp reports 15.15% increase in ownership of WU / The Western Union Company

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 7,902,175 shares of The Western Union Company (MX:WU) valued at $68,988,826 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 6,862,571 shares of The Western Union Company. This represents a change in shares of 15.15% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F WESTERN UN COM 959802109 7,902,175 1,039,604 15.15 68,989 7.98 0.0031
2026-02-12 2025-12-31 13F WESTERN UN COM 959802109 6,862,571 662,931 10.69 63,890 28.98 0.0134
2025-11-12 2025-09-30 13F WESTERN UN COM 959802109 6,199,640 15,450 0.25 49,535 -4.87 0.0106
2025-08-12 2025-06-30 13F WESTERN UN COM 959802109 6,184,190 631,326 11.37 52,070 -11.36 0.0121
2025-05-13 2025-03-31 13F WESTERN UN COM 959802109 5,552,864 480,237 9.47 58,746 9.25 0.0146
2025-02-13 2024-12-31 13F WESTERN UN COM 959802109 5,072,627 428,856 9.24 53,770 -2.95 0.0129
2024-11-07 2024-09-30 13F WESTERN UN COM 959802109 4,643,771 46,808 1.02 55,404 -1.36 0.0134
2024-08-09 2024-06-30 13F WESTERN UN COM 959802109 4,596,963 -125,048 -2.65 56,171 -14.91 0.0147
2024-05-10 2024-03-31 13F WESTERN UN COM 959802109 4,722,011 178,361 3.93 66,014 21.89 0.0179
2024-02-07 2023-12-31 13F WESTERN UN COM 959802109 4,543,650 721,331 18.87 54,161 7.49 0.0158
2023-11-09 2023-09-30 13F WESTERN UN COM 959802109 3,822,319 496,409 14.93 50,384 29.15 0.0165
2023-08-09 2023-06-30 13F WESTERN UN COM 959802109 3,325,910 76,139 2.34 39,012 7.67 0.0124
2023-05-12 2023-03-31 13F WESTERN UN COM 959802109 3,249,771 71,439 2.25 36,233 84,162.79 0.0122
2023-02-09 2022-12-31 13F WESTERN UN COM 959802109 3,178,332 415,611 15.04 44 -99.88 0.0129
2022-11-10 2022-09-30 13F WESTERN UN COM 959802109 2,762,721 323,537 13.26 37,300 -7.15 0.0143
2022-08-12 2022-06-30 13F WESTERN UN COM 959802109 2,439,184 29,111 1.21 40,173 -11.07 0.0144
2022-05-13 2022-03-31 13F WESTERN UN COM 959802109 2,410,073 370,987 18.19 45,173 24.17 0.0139
2022-02-09 2021-12-31 13F WESTERN UN COM 959802109 2,039,086 -303,732 -12.96 36,380 -23.22 0.0110
2021-11-12 2021-09-30 13F WESTERN UN COM 959802109 2,342,818 28,055 1.21 47,382 -10.89 0.0153
2021-08-12 2021-06-30 13F WESTERN UN COM 959802109 2,314,763 198,727 9.39 53,172 1.89 0.0168
2021-05-14 2021-03-31 13F WESTERN UN COM 959802109 2,116,036 1,491 0.07 52,184 12.49 0.0173
2021-03-08 2020-12-31 13F/A-2 WESTERN UN COM 959802109 2,114,545 40,907 1.97 46,391 4.38 0.0168
2021-02-11 2020-12-31 13F WESTERN UN COM 959802109 2,114,545 40,907 46,391 16,753.9634
2020-11-12 2020-09-30 13F WESTERN UN COM 959802109 2,073,638 31,142 1.52 44,443 0.66 0.0188
2020-08-13 2020-06-30 13F WESTERN UN COM 959802109 2,042,496 -169,857 -7.68 44,152 10.04 0.0194
2020-05-14 2020-03-31 13F WESTERN UN COM 959802109 2,212,353 -306,315 -12.16 40,122 -40.52 0.0209
2020-02-14 2019-12-31 13F WESTERN UN COM 959802109 2,518,668 -17,549 -0.69 67,450 14.79 0.0246
2019-11-12 2019-09-30 13F WESTERN UN COM 959802109 2,536,217 -151,583 -5.64 58,762 9.92 0.0228
2019-08-13 2019-06-30 13F WESTERN UN COM 959802109 2,687,800 1,990 0.07 53,457 7.75 0.0208
2019-08-12 2019-03-31 13F/A-2 WESTERN UN COM 959802109 2,685,810 146,873 5.78 49,610 14.53 0.0198
2019-05-10 2019-03-31 13F WESTERN UN COM 959802109 2,685,810 146,873 49,610
2019-02-26 2018-12-31 13F/A-1 WESTERN UN COM 959802109 2,538,937 78,336 3.18 43,316 -7.64 0.0196
2019-02-13 2018-12-31 13F WESTERN UN COM 959802109 2,538,937 78,336 43,316
2018-11-13 2018-09-30 13F WESTERN UN COM 959802109 2,460,601 536,554 27.89 46,897 19.89 0.0179
2018-08-10 2018-06-30 13F WESTERN UN COM 959802109 1,924,047 -1,717 -0.09 39,116 5.63 0.0156
2018-05-11 2018-03-31 13F WESTERN UN COM 959802109 1,925,764 99,227 5.43 37,032 6.65 0.0154
2018-02-12 2017-12-31 13F WESTERN UN COM 959802109 1,826,537 -68,721 -3.63 34,724 -4.57 0.0144
2017-11-13 2017-09-30 13F WESTERN UN COM 959802109 1,895,258 -512 -0.03 36,387 0.76 0.0159
2017-08-11 2017-06-30 13F WESTERN UN COM 959802109 1,895,770 11,627 0.62 36,113 -5.82 0.0167
2017-05-12 2017-03-31 13F WESTERN UN COM 959802109 1,884,143 24,313 1.31 38,343 -5.08 0.0183
2017-02-09 2016-12-31 13F WESTERN UN COM 959802109 1,859,830 37,568 2.06 40,397 6.49 0.0202
2016-11-10 2016-09-30 13F WESTERN UN COM 959802109 1,822,262 61,553 3.50 37,936 12.35 0.0205
2016-08-09 2016-06-30 13F WESTERN UN COM 959802109 1,760,709 50,182 2.93 33,767 2.34 0.0194
2016-05-13 2016-03-31 13F WESTERN UN COM 959802109 1,710,527 100,090 6.22 32,996 14.39 0.0198
2016-02-10 2015-12-31 13F WESTERN UN COM 959802109 1,610,437 109,250 7.28 28,846 4.66 0.0180
2015-11-13 2015-09-30 13F WESTERN UN COM 959802109 1,501,187 197,665 15.16 27,561 4.00 0.0181
2015-08-14 2015-06-30 13F WESTERN UN COM 959802109 1,303,522 143,182 12.34 26,502 9.78 0.0162
2015-05-14 2015-03-31 13F WESTERN UN COM 959802109 1,160,340 50,980 4.60 24,142 21.50 0.0152
2015-02-06 2014-12-31 13F WESTERN UN COM 959802109 1,109,360 95,203 9.39 19,870 22.13 0.0131
2014-11-13 2014-09-30 13F WESTERN UN COM 959802109 1,014,157 57,900 6.05 16,269 -1.88 0.0115
2014-08-08 2014-06-30 13F WESTERN UN COM 959802109 956,257 250,473 35.49 16,580 43.59 0.0115
2014-05-14 2014-03-31 13F WESTERN UN COM 959802109 705,784 -1,620 -0.23 11,547 -5.38 0.0086
2014-02-12 2013-12-31 13F WESTERN UN COM 959802109 707,404 27,496 4.04 12,203 -3.81 0.0095
2013-11-13 2013-09-30 13F WESTERN UN COM 959802109 679,908 53,074 8.47 12,686 18.30 0.0110
2013-08-15 2013-06-30 13F WESTERN UN COM 959802109 626,834 626,834 10,724 0.0101
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.