First United Ownership | Who Owns First United?

First United Ownership Summary

First United is owned by 46.24% institutional investors, 8.05% insiders, and 45.71% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.90% of FUNC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.09% of its assets in First United shares.

FUNC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	First United	46.24%	8.05%	45.71%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	381.64K	5.90%	$12.87M
Blackrock funding, inc. /de	330.57K	5.09%	$10.25M
Vanguard group	305.16K	4.72%	$10.29M
Gendell jeffrey l	178.35K	2.75%	$5.53M
De lisle partners llp	150.39K	2.32%	$4.67M
Millennium management	140.59K	2.17%	$4.22M
Huber capital management	119.94K	1.85%	$3.72M
Renaissance	99.80K	1.54%	$3.36M
Arrowstreet capital, limited partnership	99.92K	1.54%	$3.10M
Susquehanna group, llp	92.43K	1.43%	$3.12M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Angel oak capital advisors	33.70K	1.48%	$1.05M
Pinnacle	58.98K	0.66%	$1.83M
De lisle partners llp	150.39K	0.66%	$4.67M
Huber capital management	119.94K	0.63%	$3.72M
Corton capital	8.55K	0.31%	$265.04K
Gendell jeffrey l	178.35K	0.15%	$5.53M
Holdco asset management, lp	20.80K	0.10%	$645.13M
Bridgeway capital management	77.76K	0.06%	$2.62M
Ritholtz wealth management	20.79K	0.02%	$700.68K
O'shaughnessy asset management	42.25K	0.01%	$1.42M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	330.57K	0.00%	243.97K
Millennium management	140.59K	0.00%	109.34K
Susquehanna group, llp	92.43K	0.00%	78.55K
Holdco asset management, lp	20.80K	0.10%	20.80K
Goldman sachs group	38.33K	0.00%	18.58K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-278.79K
Basswood capital management	-	-	-150.36K
Marshall wace, llp	-	-	-64.22K
Ejf capital	-	-	-36.10K
Qube research	-	-	-27.59K

New Positions

Holder	Shares	% Assets	Change	Value
Holdco asset management, lp	20.80K	0.10%	20.80K	$645.13M
Corton capital	8.55K	0.31%	8.55K	$265.04K
Price t rowe associates inc /md/	7.00K	-	7.00K	$237.00K
Td waterhouse canada	930.00	0.00%	930.00	$30.51K
Raymond james financial	643.00	-	643.00	$19.94K

Sold Out

Holder	Change
First united bank & trust	-11.00
Innealta capital	-47.00
Jpmorgan chase	-66.00
Northwest financial advisors	-100.00
Coldstream capital management	-110.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	64	16.36%	3,000,685	5.88%	46	2.42%	46	27.78%	13	-
Mar 31, 2025	2	-96.36%	151,832	-94.64%	2	0.12%	2	-93.55%	-	-100.00%
Dec 31, 2024	55	7.84%	2,833,798	3.87%	43	2.46%	31	-6.06%	17	112.50%
Sep 30, 2024	50	19.05%	2,723,249	10.61%	42	3.06%	33	73.68%	8	-38.46%
Jun 30, 2024	42	-12.50%	2,461,929	0.47%	37	2.72%	19	-38.71%	13	30.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	199.96K	3.09%	-
Vanguard Total Stock Mkt Idx Inv	195.64K	3.01%	-4.31K
VT De Lisle America B USD	150.39K	2.32%	-
Huber Small Cap Value	119.94K	1.85%	41.93K
iShares Russell 2000 ETF	93.16K	1.43%	-1.78K
DFA US Small Cap Value I	89.64K	1.38%	-1.09K
Avantis US Small Cap Value ETF	81.27K	1.25%	256.00
Huber Small Cap Value Inv	78.01K	1.20%	-
Vanguard Institutional Extnd Mkt Idx Tr	67.02K	1.03%	-30.54K
iShares Russell 2000 Value ETF	51.88K	0.80%	38.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 26, 2025	RUDY IRVIN ROBERT	-	Sell	$74.70K
Aug 04, 2025	Rodeheaver Carissa Lynn	Chairman, President & CEO	Buy	$3.89K
Aug 01, 2025	Rodeheaver Carissa Lynn	Chairman, President & CEO	Buy	$1.38K
Aug 04, 2025	Rush Jason Barry	SVP & COO	Buy	$2.40K
Aug 04, 2025	Boal Brian R.	-	Buy	$2.48K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	4	1
2025 Q2	4	-
2025 Q1	7	-
2024 Q4	4	-
2024 Q3	4	1

FUNC Ownership FAQ

Who Owns First United?

First United shareholders are primarily institutional investors at 46.24%, followed by 8.05% insiders and 45.71% retail investors. The average institutional ownership in First United's industry, Regional Banks Stocks, is 53.95%, which First United falls below.

Who owns the most shares of First United?

First United’s largest shareholders are Dimensional fund advisors lp (381.64K shares, 5.90%), Blackrock funding, inc. /de (330.57K shares, 5.09%), and Vanguard group (305.16K shares, 4.72%). Together, they hold 15.71% of First United’s total shares outstanding.

Does Blackrock own First United?

BlackRock is not among the top 10 institutional shareholders of First United.

Who is First United’s biggest shareholder by percentage of total assets invested?

Angel oak capital advisors is First United’s biggest shareholder by percentage of total assets invested, with 1.48% of its assets in 33.7K First United shares, valued at 1.05M$.

Who is the top mutual fund holder of First United shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of First United shares, with 3.09% of its total shares outstanding invested in 199.96K First United shares.

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