First United Corp/Md/ (FUNC) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending September 2025, First United Corp/Md/ (NASDAQ:FUNC) is held by 77 institutional firms.

• The percentage of First United owned by institutions changed from 44.6% in June 2025 to 45.6% in September 2025, marking a slight up trend.
• The company experienced a 4.22% quarterly change in institutional shares held, alongside an increase of 45.28% in total owners annually.
• Among the 77 institutional holders of First United, 37 added to their stakes while 24 trimmed their positions and 16 held steady.
• This class of investors increased its holdings in First United to 2.96Mn shares for the 13F-cycle ending September 2025, up by 120.05K shares quarter on quarter, and up 293.24K shares year over year.
• DIMENSIONAL FUND ADVISORS LP's holding of 366.86K shares as of September 30, 2025 makes it the primary institutional investor in First United, owning 5.65% of the stock.
• Among the most significant buyers of First United during September 2025 were Fourthstone LLC (39.75K), TrueMark Investments, LLC (34.86K), SummerHaven Investment Management, LLC (25.18K), MARSHALL WACE, LLP (20.20K), BlackRock, Inc. (16.60K).
• Leading sellers of First United stock in September 2025 included MILLENNIUM MANAGEMENT LLC (29.00K), MORGAN STANLEY (14.70K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (13.42K), Angel Oak Capital Advisors, LLC (6.00K), FMR LLC (5.70K).
• The top 10 institutional holders of First United for the quarter ending September 2025 included DIMENSIONAL FUND ADVISORS LP (366.86K), BlackRock, Inc. (347.17K), VANGUARD GROUP INC (341.16K), GENDELL JEFFREY L (178.35K), De Lisle Partners LLP (150.39K), GEODE CAPITAL MANAGEMENT, LLC (139.41K), Fourthstone LLC (135.37K), Huber Capital Management LLC (119.94K), RENAISSANCE TECHNOLOGIES LLC (117.59K), AMERICAN CENTURY COMPANIES INC (102.73K).