First United Ownership | Who Owns First United?
First United Ownership Summary
First United is owned by 19.38% institutional investors, 8.02% insiders, and 72.61% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.96% 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 | 19.38% | 8.02% | 72.61% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 387.02K | 5.96% | $14.49M |
| Dimensional fund advisors lp | 362.53K | 5.58% | $13.57M |
| Vanguard group | 343.29K | 5.29% | $12.85M |
| Gendell jeffrey l | 178.35K | 2.75% | $6.68M |
| De lisle partners llp | 150.39K | 2.32% | $5.52M |
| Millennium management | 140.59K | 2.17% | $4.22M |
| Geode capital management | 139.15K | 2.14% | $5.21M |
| Huber capital management | 119.94K | 1.85% | $4.49M |
| Renaissance | 108.39K | 1.67% | $4.06M |
| American century companies | 102.73K | 1.58% | $3.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Angel oak capital advisors | 23.70K | 1.29% | $887.33K |
| Pinnacle | 58.98K | 0.75% | $2.21M |
| De lisle partners llp | 150.39K | 0.68% | $5.52M |
| Huber capital management | 119.94K | 0.66% | $4.49M |
| Summerhaven investment management | 25.18K | 0.54% | $942.74K |
| Fourthstone | 37.50K | 0.26% | $1.40M |
| Gendell jeffrey l | 178.35K | 0.12% | $6.68M |
| Holdco asset management, lp | 20.80K | 0.06% | $778.90K |
| Bridgeway capital management | 70.24K | 0.06% | $2.58M |
| Empowered funds | 35.87K | 0.01% | $1.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 140.59K | 0.00% | 109.34K |
| Susquehanna group, llp | 92.43K | 0.00% | 78.55K |
| Blackrock funding, inc. /de | 387.02K | 0.00% | 39.85K |
| Marshall wace, llp | 20.20K | 0.00% | 20.20K |
| Los angeles capital management | 19.95K | 0.00% | 19.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | - | - | -150.36K |
| Fourthstone | 37.50K | 0.26% | -97.87K |
| Hillsdale investment management | - | - | -52.48K |
| Ejf capital | - | - | -36.10K |
| Truemark investments | - | - | -34.86K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Los angeles capital management | 19.95K | 0.00% | 19.95K | $695.22K |
| Connor, clark & lunn investment management | 6.15K | 0.00% | 6.15K | $230.18K |
| Russell investments group | 499.00 | - | 499.00 | $18.35K |
| State of alaska, department of revenue | 486.00 | 0.00% | 486.00 | $18.00K |
| Newedge advisors | 239.00 | - | 239.00 | $8.80K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| First united bank & trust | -11.00 |
| Srs capital advisors | -20.00 |
| Covestor | -33.00 |
| Innealta capital | -47.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 37 | -51.95% | 1,257,478 | -58.38% | 19 | 0.89% | 15 | -60.53% | 13 | -43.48% |
| Sep 30, 2025 | 25 | -59.02% | 736,583 | -74.45% | 11 | 0.58% | 12 | -72.73% | 6 | -50.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 199.96K | 3.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 195.05K | 3.00% | - |
| VT De Lisle America B USD | 164.39K | 2.53% | 9.00K |
| iShares Russell 2000 ETF | 138.21K | 2.13% | 138.21K |
| Huber Small Cap Value | 119.94K | 1.85% | - |
| Avantis US Small Cap Value ETF | 97.07K | 1.49% | - |
| DFA US Small Cap Value I | 83.68K | 1.29% | -1.36K |
| Huber Small Cap Value Inv | 78.01K | 1.20% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 65.96K | 1.01% | - |
| Fidelity Small Cap Index | 60.40K | 0.93% | -72.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 04, 2026 | Tasker Anthony James | SVP & COO | Buy | $33.11 |
| Feb 03, 2026 | Rush Jason Barry | President & CEO | Buy | $2.88K |
| Feb 03, 2026 | Sturm Tonya K. | EVP & CFO | Buy | $111.70 |
| Feb 03, 2026 | Boal Brian R. | - | Buy | $2.97K |
| Feb 03, 2026 | Rodeheaver Carissa Lynn | - | Buy | $4.66K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 5 | 1 |
| 2025 Q4 | 5 | - |
| 2025 Q3 | 4 | 1 |
| 2025 Q2 | 4 | - |
| 2025 Q1 | 7 | - |
FUNC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools