Union Bankshares Ownership | Who Owns Union Bankshares?

Union Bankshares Ownership Summary

Union Bankshares is owned by 23.84% institutional investors, 20.20% insiders, and 55.96% retail investors. Fmr is the largest institutional shareholder, holding 6.26% of UNB shares. Fidelity Low-Priced Stock is the top mutual fund, with 2.66% of its assets in Union Bankshares shares.

UNB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Union Bankshares	23.84%	20.20%	55.96%
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
Fmr	283.10K	6.26%	$8.18M
Vanguard group	148.48K	3.28%	$4.29M
Blackrock funding, inc. /de	133.43K	2.92%	$3.55M
Cardinal capital management	96.20K	2.10%	$2.38M
Spears abacus advisors	42.08K	0.92%	$1.12M
Geode capital management	40.37K	0.89%	$1.17M
Dimensional fund advisors lp	35.28K	0.78%	$1.02M
Lpl financial	33.63K	0.74%	$722.35K
Millennium management	31.44K	0.69%	$989.35K
Trust co of vermont	29.32K	0.64%	$726.04K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cardinal capital management	96.20K	0.33%	$2.38M
Trust co of vermont	29.32K	0.03%	$726.04K
Spears abacus advisors	42.08K	0.02%	$1.12M
Clean yield group	450.00	0.00%	$11.14K
1620 investment advisors	120.00	0.00%	$2.97K
Renaissance	18.71K	0.00%	$540.85K
Millennium management	31.44K	0.00%	$989.35K
Fmr	283.10K	0.00%	$8.18M
Lpl financial	33.63K	0.00%	$722.35K
Loring wolcott & coolidge fiduciary advisors llp/ma	775.00	0.00%	$19.45K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	133.43K	0.00%	111.93K
Fmr	283.10K	0.00%	68.37K
Millennium management	31.44K	0.00%	31.44K
Susquehanna group, llp	27.08K	0.00%	17.09K
Cardinal capital management	96.20K	0.33%	11.69K

Top Sellers

Holder	Shares	% Assets	Change
Jane street group	-	-	-12.74K
683 capital management	-	-	-10.52K
Alpine global management	-	-	-9.31K
Commonwealth equity services	-	-	-8.53K
Community financial services group	-	-	-7.48K

New Positions

Holder	Shares	% Assets	Change	Value
Millennium management	31.44K	0.00%	31.44K	$989.35K
Farther finance advisors	60.00	-	60.00	$1.49K
Cwm	26.00	-	26.00	$1.00K
Sterling capital management	14.00	-	14.00	$373.00
True wealth design	1.00	-	1.00	$25.00

Sold Out

Holder	Change
Tower research capital llc (trc)	-196.00
Bridgeway capital management	-6.41K
Qube research	-6.48K
Community financial services group	-7.48K
Commonwealth equity services	-8.53K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	35	2.94%	1,090,003	19.00%	23	5.94%	25	66.67%	5	-44.44%
Mar 31, 2025	2	-93.75%	44,176	-95.03%	-	0.25%	2	-87.50%	-	-100.00%
Dec 31, 2024	30	15.38%	843,776	13.16%	18	6.87%	15	25.00%	7	16.67%
Sep 30, 2024	26	-3.70%	745,679	1.87%	16	6.40%	12	-	6	-25.00%
Jun 30, 2024	27	-3.57%	732,026	-4.56%	16	5.67%	12	-14.29%	8	14.29%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Low-Priced Stock	121.14K	2.66%	-326.00
Vanguard Total Stock Mkt Idx Inv	97.92K	2.15%	-2.16K
Vanguard US Total Market Shares ETF	95.95K	2.11%	-
Strategic Advisers Fidelity US TtlStk	74.71K	1.64%	-
Fidelity Series Intrinsic Opps	42.70K	0.94%	-
iShares Russell 2000 ETF	42.03K	0.92%	-
Vanguard Institutional Extnd Mkt Idx Tr	39.34K	0.86%	-15.29K
Fidelity Small Cap Index	37.03K	0.81%	37.03K
iShares Russell 2000 Growth ETF	25.56K	0.56%	-
Fidelity LowPriced Stock Commingled Pl A	21.67K	0.48%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 06, 2025	Hogan Patricia N	Officer of Union Bank	Buy	$206.09
Feb 01, 2024	Hogan Patricia N	Officer of Union Bank	Buy	$195.61
Feb 22, 2024	Parent Mary K	-	Buy	$3.11K
Mar 13, 2023	Bugbee Dawn D	-	Buy	$4.69K
Nov 02, 2023	Hogan Patricia N	-	Buy	$192.83

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	1	-
2024 Q4	-	-
2024 Q2	-	-
2024 Q1	2	-

UNB Ownership FAQ

Who Owns Union Bankshares?

Union Bankshares shareholders are primarily institutional investors at 23.84%, followed by 20.20% insiders and 55.96% retail investors. The average institutional ownership in Union Bankshares's industry, Regional Banks Stocks, is 53.95%, which Union Bankshares falls below.

Who owns the most shares of Union Bankshares?

Union Bankshares’s largest shareholders are Fmr (283.1K shares, 6.26%), Vanguard group (148.48K shares, 3.28%), and Blackrock funding, inc. /de (133.43K shares, 2.92%). Together, they hold 12.46% of Union Bankshares’s total shares outstanding.

Does Blackrock own Union Bankshares?

BlackRock is not among the top 10 institutional shareholders of Union Bankshares.

Who is Union Bankshares’s biggest shareholder by percentage of total assets invested?

Cardinal capital management is Union Bankshares’s biggest shareholder by percentage of total assets invested, with 0.33% of its assets in 96.2K Union Bankshares shares, valued at 2.38M$.

Who is the top mutual fund holder of Union Bankshares shares?

Fidelity Low-Priced Stock is the top mutual fund holder of Union Bankshares shares, with 2.66% of its total shares outstanding invested in 121.14K Union Bankshares shares.

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