Union Bankshares Ownership | Who Owns Union Bankshares?

Union Bankshares Ownership Summary

Union Bankshares is owned by 19.53% institutional investors, 20.11% insiders, and 60.36% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.37% of UNB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.32% of its assets in Union Bankshares shares.

UNB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Union Bankshares	19.53%	20.11%	60.36%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	200.03K	4.37%	$4.86M
Vanguard group	198.18K	4.33%	$4.70M
Cardinal capital management	102.56K	2.24%	$2.49M
Geode capital management	88.48K	1.94%	$2.15M
Northern trust	47.64K	1.04%	$1.16M
Dimensional fund advisors lp	41.05K	0.90%	$998.35K
Spears abacus advisors	40.17K	0.88%	$972.89K
State street	36.58K	0.80%	$889.50K
Millennium management	31.44K	0.69%	$989.35K
Trust co of vermont	29.32K	0.64%	$695.84K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cardinal capital management	102.56K	0.32%	$2.49M
Community financial services group	8.18K	0.04%	$199.59K
Trust co of vermont	29.32K	0.03%	$695.84K
Spears abacus advisors	40.17K	0.02%	$972.89K
Eversource wealth advisors	921.00	0.01%	$264.39K
Clean yield group	450.00	0.00%	$10.94K
1620 investment advisors	120.00	0.00%	$2.92K
Renaissance	18.23K	0.00%	$443.40K
Tower research capital llc (trc)	941.00	0.00%	$22.89K
Millennium management	31.44K	0.00%	$989.35K

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	31.44K	0.00%	31.44K
Vanguard fiduciary trust	25.35K	0.00%	25.35K
Susquehanna group, llp	27.08K	0.00%	17.09K
Goldman sachs group	29.11K	0.00%	16.01K
Vanguard group	198.18K	0.00%	13.08K

Top Sellers

Holder	Shares	% Assets	Change
Lpl financial	13.87K	0.00%	-16.26K
Truemark investments	-	-	-14.96K
Jane street group	-	-	-12.74K
683 capital management	-	-	-10.52K
Alpine global management	-	-	-9.31K

New Positions

Holder	Shares	% Assets	Change	Value
Millennium management	31.44K	0.00%	31.44K	$989.35K
Vanguard fiduciary trust	25.35K	0.00%	25.35K	$616.46K
Community financial services group	8.18K	0.04%	8.18K	$199.59K
Vanguard global advisers	1.63K	-	1.63K	$39.59K
Scarborough advisors	58.00	0.00%	58.00	$1.41K

Sold Out

Holder	Change
Ifp advisors	-1.00
True wealth design	-1.00
Srs capital advisors	-32.00
Amalgamated bank	-114.00
Empowered funds	-400.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	50	6.38%	892,866	-2.64%	19	4.85%	29	31.82%	11	-31.25%
Dec 31, 2025	42	-10.64%	857,503	-19.32%	18	3.47%	20	-20.00%	13	-
Sep 30, 2025	18	-48.57%	343,656	-68.47%	7	1.32%	9	-64.00%	4	-20.00%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	107.20K	2.32%	-
Vanguard US Total Market Shares ETF	95.95K	2.11%	-
Strategic Advisers Fidelity US TtlStk	74.71K	1.64%	-
iShares Russell 2000 ETF	57.04K	1.24%	470.00
Fidelity Low-Priced Stock	52.78K	1.15%	-8.12K
Vanguard Institutional Extnd Mkt Idx Tr	39.34K	0.85%	-
Fidelity Small Cap Index	36.37K	0.79%	-147.00
iShares Russell 2000 Growth ETF	29.36K	0.64%	76.00
Fidelity Extended Market Index	20.02K	0.43%	-874.00
Fidelity Series Intrinsic Opps	19.35K	0.42%	-2.80K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 06, 2025	Hogan Patricia N	Officer of Union Bank	Buy	$213.37
May 01, 2025	Hogan Patricia N	Officer of Union Bank	Buy	$208.47
Aug 07, 2025	Hogan Patricia N	Officer of Union Bank	Buy	$210.65
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

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	-
2026 Q1	-	-
2025 Q4	1	-
2025 Q3	1	-
2025 Q2	1	-

UNB Ownership FAQ

Who Owns Union Bankshares?

Union Bankshares shareholders are primarily institutional investors at 19.53%, followed by 20.11% insiders and 60.36% retail investors. The average institutional ownership in Union Bankshares's industry, Regional Banks Stocks, is 38.44%, which Union Bankshares falls below.

Who owns the most shares of Union Bankshares?

Union Bankshares’s largest shareholders are Blackrock funding, inc. /de (200.03K shares, 4.37%), Vanguard group (198.18K shares, 4.33%), and Cardinal capital management (102.56K shares, 2.24%). Together, they hold 10.95% 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 0.32% of its assets in 102.56K Union Bankshares shares, valued at 2.49M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Union Bankshares shares, with 2.32% of its total shares outstanding invested in 107.2K Union Bankshares shares.

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