Union Bankshares Ownership | Who Owns Union Bankshares?
Union Bankshares Ownership Summary
Union Bankshares is owned by 7.52% institutional investors, 20.07% insiders, and 72.42% retail investors. Fmr is the largest institutional shareholder, holding 4.20% 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 | 7.52% | 20.07% | 72.42% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 192.25K | 4.20% | $4.76M |
| Vanguard group | 185.09K | 4.05% | $4.58M |
| Blackrock funding, inc. /de | 160.91K | 3.52% | $3.98M |
| Cardinal capital management | 96.20K | 2.10% | $2.38M |
| Geode capital management | 86.06K | 1.88% | $2.13M |
| Northern trust | 45.98K | 1.01% | $1.14M |
| Spears abacus advisors | 42.08K | 0.92% | $1.04M |
| Dimensional fund advisors lp | 40.99K | 0.90% | $1.02M |
| 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 | 96.20K | 0.33% | $2.38M |
| Truemark investments | 14.96K | 0.06% | $370.41K |
| Trust co of vermont | 29.32K | 0.03% | $726.04K |
| Spears abacus advisors | 42.08K | 0.02% | $1.04M |
| Clean yield group | 450.00 | 0.00% | $11.14K |
| 1620 investment advisors | 120.00 | 0.00% | $2.97K |
| Renaissance | 19.01K | 0.00% | $470.76K |
| Millennium management | 31.44K | 0.00% | $989.35K |
| Tower research capital llc (trc) | 767.00 | 0.00% | $18.99K |
| Ameritas investment partners | 372.00 | 0.00% | $9.21K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 31.44K | 0.00% | 31.44K |
| Blackrock funding, inc. /de | 160.91K | 0.00% | 27.48K |
| Susquehanna group, llp | 27.08K | 0.00% | 17.09K |
| Truemark investments | 14.96K | 0.06% | 14.96K |
| Cardinal capital management | 96.20K | 0.33% | 11.69K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 192.25K | 0.00% | -87.91K |
| Jane street group | - | - | -12.74K |
| 683 capital management | - | - | -10.52K |
| Alpine global management | - | - | -9.31K |
| Commonwealth equity services | - | - | -8.53K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Millennium management | 31.44K | 0.00% | 31.44K | $989.35K |
| Truemark investments | 14.96K | 0.06% | 14.96K | $370.41K |
| Bank of new york mellon | 8.52K | - | 8.52K | $210.96K |
| Deutsche bank ag\ | 4.70K | - | 4.70K | $116.35K |
| Russell investments group | 2.54K | 0.00% | 2.54K | $62.96K |
Sold Out
| Holder | Change |
|---|---|
| Bridgeway capital management | -6.41K |
| Qube research | -6.48K |
| Raymond james financial | -6.62K |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 26 | -3.70% | 745,679 | 1.87% | 16 | 6.40% | 12 | - | 6 | -25.00% |
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
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