Union Bankshares Ownership | Who Owns Union Bankshares?
Union Bankshares Ownership Summary
Union Bankshares is owned by 18.75% institutional investors, 20.09% insiders, and 61.16% retail investors. Vanguard group is the largest institutional shareholder, holding 4.33% of UNB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.34% of its assets in Union Bankshares shares.
UNB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Union Bankshares | 18.75% | 20.09% | 61.16% |
| 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 |
|---|---|---|---|
| Vanguard group | 198.18K | 4.33% | $4.70M |
| Blackrock funding, inc. /de | 195.68K | 4.28% | $4.64M |
| Fmr | 192.25K | 4.20% | $4.76M |
| Cardinal capital management | 95.73K | 2.09% | $2.27M |
| Geode capital management | 87.31K | 1.91% | $2.07M |
| Northern trust | 45.98K | 1.01% | $1.14M |
| Spears abacus advisors | 42.08K | 0.92% | $1.04M |
| Dimensional fund advisors lp | 41.05K | 0.90% | $974.12K |
| State street | 36.63K | 0.80% | $906.86K |
| Millennium management | 31.44K | 0.69% | $989.35K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cardinal capital management | 95.73K | 0.30% | $2.27M |
| Trust co of vermont | 29.32K | 0.03% | $695.84K |
| Spears abacus advisors | 42.08K | 0.02% | $1.04M |
| Clean yield group | 450.00 | 0.00% | $10.68K |
| 1620 investment advisors | 120.00 | 0.00% | $2.85K |
| Renaissance | 18.03K | 0.00% | $427.90K |
| Tower research capital llc (trc) | 767.00 | 0.00% | $18.99K |
| Millennium management | 31.44K | 0.00% | $989.35K |
| Ameritas investment partners | 372.00 | 0.00% | $8.83K |
| Dimensional fund advisors lp | 41.05K | 0.00% | $974.12K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 195.68K | 0.00% | 34.77K |
| Millennium management | 31.44K | 0.00% | 31.44K |
| Susquehanna group, llp | 27.08K | 0.00% | 17.09K |
| Goldman sachs group | 13.10K | - | 13.10K |
| Vanguard group | 198.18K | 0.00% | 13.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 192.25K | 0.00% | -87.91K |
| 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 |
| Goldman sachs group | 13.10K | - | 13.10K | $310.82K |
| Russell investments group | 2.54K | 0.00% | 2.54K | $62.96K |
| Police & firemen's retirement system of new jersey | 1.20K | 0.00% | 1.20K | $29.76K |
| Empowered funds | 400.00 | 0.00% | 400.00 | $9.49K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Srs capital advisors | -32.00 |
| Loring wolcott & coolidge fiduciary advisors llp/ma | -775.00 |
| Bridgeway capital management | -6.41K |
| Qube research | -6.48K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 30 | 15.38% | 843,776 | 13.16% | 18 | 6.87% | 15 | 25.00% | 7 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 107.20K | 2.34% | - |
| Vanguard US Total Market Shares ETF | 95.95K | 2.11% | - |
| Strategic Advisers Fidelity US TtlStk | 74.71K | 1.64% | - |
| iShares Russell 2000 ETF | 57.92K | 1.26% | 57.92K |
| Fidelity Low-Priced Stock | 52.78K | 1.15% | -8.12K |
| Vanguard Institutional Extnd Mkt Idx Tr | 39.34K | 0.86% | - |
| Fidelity Small Cap Index | 37.21K | 0.81% | -44.00 |
| iShares Russell 2000 Growth ETF | 29.63K | 0.65% | 29.63K |
| Fidelity Extended Market Index | 21.05K | 0.46% | 839.00 |
| 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 Q1 | - | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 1 | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | 1 | - |
UNB Ownership FAQ
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