The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionLPL Financial LLC
Latest Disclosed Ownership213,097 shares
Latest Disclosed Value $ 1,860,337
LPL Financial LLC reports 12.32% decrease in ownership of WU / The Western Union Company

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 213,097 shares of The Western Union Company (MX:WU) valued at $1,860,337 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 243,049 shares of The Western Union Company. This represents a change in shares of -12.32% 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)
2026-05-06 2026-03-31 13F WESTERN UN COM 959802109 213,097 -29,952 -12.32 1,860 -17.77 0.0005
2026-02-11 2025-12-31 13F WESTERN UN COM 959802109 243,049 37,335 18.15 2,263 37.67 0.0006
2025-11-12 2025-09-30 13F WESTERN UN COM 959802109 205,714 30,318 17.29 1,644 11.31 0.0005
2025-08-12 2025-06-30 13F WESTERN UN COM 959802109 175,396 52,854 43.13 1,477 13.89 0.0005
2025-05-07 2025-03-31 13F WESTERN UN COM 959802109 122,542 37,042 43.32 1,296 43.05 0.0005
2025-02-11 2024-12-31 13F WESTERN UN COM 959802109 85,500 93 0.11 906 -11.00 0.0004
2024-11-08 2024-09-30 13F WESTERN UN COM 959802109 85,407 35,984 72.81 1,019 68.82 0.0005
2024-08-07 2024-06-30 13F WESTERN UN COM 959802109 49,423 -2,580 -4.96 604 -17.06 0.0003
2024-05-10 2024-03-31 13F WESTERN UN COM 959802109 52,003 -1,462 -2.73 727 14.13 0.0004
2024-02-14 2023-12-31 13F WESTERN UN COM 959802109 53,465 -23,972 -30.96 637 -37.55 0.0004
2023-11-13 2023-09-30 13F WESTERN UN COM 959802109 77,437 11,385 17.24 1,021 31.78 0.0007
2023-07-31 2023-06-30 13F WESTERN UN COM 959802109 66,052 13,463 25.60 775 32.08 0.0006
2023-05-10 2023-03-31 13F WESTERN UN COM 959802109 52,589 22,551 75.07 586 41.89 0.0005
2023-02-07 2022-12-31 13F WESTERN UN COM 959802109 30,038 -6,519 -17.83 414 -16.40 0.0004
2022-11-14 2022-09-30 13F WESTERN UN COM 959802109 36,557 5,681 18.40 494 -2.95 0.0005
2022-08-12 2022-06-30 13F WESTERN UN COM 959802109 30,876 975 3.26 509 -9.11 0.0005
2022-05-16 2022-03-31 13F WESTERN UN COM 959802109 29,901 -18,687 -38.46 560 -35.41 0.0005
2022-02-14 2021-12-31 13F WESTERN UN COM 959802109 48,588 -14,723 -23.26 867 -32.27 0.0007
2021-11-15 2021-09-30 13F WESTERN UN COM 959802109 63,311 10,124 19.03 1,280 4.75 0.0012
2021-08-13 2021-06-30 13F WESTERN UN COM 959802109 53,187 -39,325 -42.51 1,222 -46.43 0.0012
2021-05-14 2021-03-31 13F WESTERN UN COM 959802109 92,512 13,072 16.46 2,281 30.87 0.0026
2021-02-12 2020-12-31 13F WESTERN UN COM 959802109 79,440 4,111 5.46 1,743 7.99 0.0023
2020-11-09 2020-09-30 13F WESTERN UN COM 959802109 75,329 1,642 2.23 1,614 1.32 0.0025
2020-08-13 2020-06-30 13F WESTERN UN COM 959802109 73,687 -14,409 -16.36 1,593 -0.25 0.0028
2020-05-14 2020-03-31 13F WESTERN UN COM 959802109 88,096 36,509 70.77 1,597 15.56 0.0034
2020-02-14 2019-12-31 13F WESTERN UN COM 959802109 51,587 13,000 33.69 1,382 54.59 0.0025
2019-11-13 2019-09-30 13F WESTERN UN COM 959802109 38,587 6,866 21.64 894 41.68 0.0018
2019-08-09 2019-06-30 13F WESTERN UN COM 959802109 31,721 -2,857 -8.26 631 -1.25 0.0013
2019-05-08 2019-03-31 13F WESTERN UN COM 959802109 34,578 1,710 5.20 639 13.90 0.0015
2019-02-07 2018-12-31 13F WESTERN UN COM 959802109 32,868 8,312 33.85 561 19.87 0.0015
2018-11-14 2018-09-30 13F WESTERN UN COM 959802109 24,556 -5,699 -18.84 468 -23.90 0.0011
2018-08-14 2018-06-30 13F WESTERN UN COM 959802109 30,255 -2,802 -8.48 615 -3.30 0.0016
2018-05-15 2018-03-31 13F WESTERN UN COM 959802109 33,057 -31,556 -48.84 636 -48.21 0.0018
2018-02-14 2017-12-31 13F WESTERN UN COM 959802109 64,613 87 0.13 1,228 -0.89 0.0037
2017-11-14 2017-09-30 13F WESTERN UN COM 959802109 64,526 -1,351 -2.05 1,239 -1.27 0.0044
2017-08-14 2017-06-30 13F WESTERN UN COM 959802109 65,877 -68,073 -50.82 1,255 -52.61 0.0048
2017-05-15 2017-03-31 13F WESTERN UNION COM 959802109 133,950 -9,346 -6.52 2,648 -15.88 0.0180
2017-02-13 2016-12-31 13F WESTERN UNION COM 959802109 143,296 -13,833 -8.80 3,148 -1.44 0.0239
2016-11-16 2016-09-30 13F WESTERN UNION COM 959802109 157,129 -8,727 -5.26 3,194 0.41 0.0303
2016-08-15 2016-06-30 13F WESTERN UNION COM 959802109 165,856 104,676 171.10 3,181 169.58 0.0269
2016-05-16 2016-03-31 13F WESTERN UNION COM 959802109 61,180 -1,753 -2.79 1,180 6.88 0.0033
2016-02-12 2015-12-31 13F WESTERN UNION COM 959802109 62,933 -71,228 -53.09 1,104 -56.09 0.0031
2015-11-13 2015-09-30 13F WESTERN UNION COM 959802109 134,161 -6,551 -4.66 2,514 -5.70 0.0138
2015-08-14 2015-06-30 13F WESTERN UNION COM 959802109 140,712 -21,795 -13.41 2,666 -20.20 0.0135
2015-05-14 2015-03-31 13F WESTERN UNION COM 959802109 162,507 -62,039 -27.63 3,341 -16.93 0.0171
2015-02-13 2014-12-31 13F WESTERN UNION COM 959802109 224,546 -550 -0.24 4,022 12.16 0.0220
2014-11-10 2014-09-30 13F WESTERN UNION COM 959802109 225,096 91,103 67.99 3,586 54.37 0.0214
2014-08-05 2014-06-30 13F/A-1 WESTERN UNION COM 959802109 133,993 -110 -0.08 2,323 5.88 0.0135
2014-08-05 2014-06-30 13F WESTERN UNION COM 959802109 133,993 1,693
2014-05-12 2014-03-31 13F WESTERN UNION COM 959802109 134,103 25,655 23.66 2,194 17.26 0.0135
2014-02-13 2013-12-31 13F WESTERN UNION COM 959802109 108,448 2,619 2.47 1,871 -5.36 0.0117
2013-11-04 2013-09-30 13F WESTERN UNION COM 959802109 105,829 -6,096 -5.45 1,977 3.24 0.0132
2013-08-15 2013-06-30 13F WESTERN UNION COM 959802109 111,925 111,925 1,915 0.0138
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.