The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership291,730 shares
Latest Disclosed Value $ 2,546,809
Rockefeller Capital Management L.P. reports 0.16% increase in ownership of WU / The Western Union Company

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 291,730 shares of The Western Union Company (MX:WU) valued at $2,546,809 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 291,264 shares of The Western Union Company. This represents a change in shares of 0.16% 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)
2026-05-14 2026-03-31 13F WESTERN UN COM 959802109 291,730 466 0.16 2,547 -6.09 0.0045
2026-03-16 2025-12-31 13F/A-1 WESTERN UN COM 959802109 291,264 -12 -0.00 2,712 16.50 0.0049
2026-02-14 2025-12-31 13F WESTERN UN COM 959802109 291,264 -12 2,712 0.0025
2025-11-14 2025-09-30 13F WESTERN UN COM 959802109 291,276 24,116 9.03 2,327 3.47 0.0046
2025-08-14 2025-06-30 13F/A-1 WESTERN UN COM 959802109 267,160 25,888 10.73 2,249 -11.87 0.0049
2025-08-08 2025-06-30 13F WESTERN UN COM 959802109 267,160 25,888 2,249 0.0028
2025-05-14 2025-03-31 13F WESTERN UN COM 959802109 241,272 -23,863 -9.00 2,553 -9.18 0.0063
2025-02-13 2024-12-31 13F WESTERN UN COM 959802109 265,135 189,125 248.82 2,810 210.15 0.0073
2024-11-14 2024-09-30 13F WESTERN UN COM 959802109 76,010 -178,774 -70.17 907 -70.90 0.0024
2024-08-12 2024-06-30 13F WESTERN UN COM 959802109 254,784 182,049 250.29 3,113 206.40 0.0088
2024-05-14 2024-03-31 13F WESTERN UN COM 959802109 72,735 694 0.96 1,017 18.41 0.0030
2024-02-14 2023-12-31 13F WESTERN UN COM 959802109 72,041 -392 -0.54 859 -10.06 0.0029
2023-11-14 2023-09-30 13F WESTERN UN COM 959802109 72,433 -213 -0.29 955 11.97 0.0037
2023-08-14 2023-06-30 13F WESTERN UN COM 959802109 72,646 8,732 13.66 852 0.0033
2023-05-16 2023-03-31 13F WESTERN UN COM 959802109 63,914 -122 -0.19 1 -100.00 0.0031
2023-03-06 2022-12-31 13F WESTERN UN COM 959802109 64,036 5,579 9.54 880 11.68 0.0044
2022-11-02 2022-09-30 13F WESTERN UN COM 959802109 58,457 11,826 25.36 788 2.74 0.0041
2022-08-12 2022-06-30 13F WESTERN UN COM 959802109 46,631 8,760 23.13 767 8.18 0.0041
2022-05-13 2022-03-31 13F WESTERN UN COM 959802109 37,871 6,714 21.55 709 27.75 0.0034
2022-02-14 2021-12-31 13F WESTERN UN COM 959802109 31,157 10,965 54.30 555 36.03 0.0026
2021-11-12 2021-09-30 13F WESTERN UN COM 959802109 20,192 865 4.48 408 -7.90 0.0021
2021-08-10 2021-06-30 13F WESTERN UN COM 959802109 19,327 2,931 17.88 443 9.65 0.0025
2021-05-11 2021-03-31 13F WESTERN UN COM 959802109 16,396 -1,356 -7.64 404 3.86 0.0027
2021-02-12 2020-12-31 13F WESTERN UN COM 959802109 17,752 -467 -2.56 389 -0.26 0.0029
2020-11-13 2020-09-30 13F WESTERN UN COM 959802109 18,219 -2,272 -11.09 390 -11.96 0.0037
2020-08-12 2020-06-30 13F WESTERN UN COM 959802109 20,491 -497 -2.37 443 16.27 0.0046
2020-05-12 2020-03-31 13F WESTERN UN COM 959802109 20,988 -2,107 -9.12 381 -38.35 0.0050
2020-02-07 2019-12-31 13F WESTERN UN COM 959802109 23,095 6,238 37.01 618 58.06 0.0077
2019-11-12 2019-09-30 13F WESTERN UN COM 959802109 16,857 16,857 391 0.0053
2019-08-09 2019-06-30 13F WESTERN UN COM 959802109 0 -1,125 -100.00 0 -100.00
2019-05-10 2019-03-31 13F WESTERN UN COM 959802109 1,125 499 79.71 21 90.91 0.0003
2019-02-12 2018-12-31 13F WESTERN UN COM 959802109 626 0 0.00 11 -8.33 0.0002
2018-11-02 2018-09-30 13F Western Union Common 959802109 626 0 0.00 12 -7.69 0.0002
2018-07-31 2018-06-30 13F Western Union Common 959802109 626 626 13 0.0002
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.