Union Bankshares Inc (UNB) Institutional Ownership

Ownership Summary

Recent 13F filings as of September 2025 show that 49 institutional investors hold a position in Union Bankshares Inc (NASDAQ:UNB).

• These investors collectively held 23.2% of the company's total shares outstanding in September 2025, down from 23.8% in June 2025.
• Institutional share ownership changed by -1.12% QoQ, while the number of institutional owners saw an increase of 75.00% YoY.
• Of these 49 institutional investors, 25 increased their holdings in Union Bankshares, while 14 of them reduced positions, and 10 investors maintained their exposure.
• The total number of shares held by institutions in Union Bankshares decreased to 1.06Mn as of September 2025, a net change of down by 11.99K shares quarter on quarter, and up 317.22K shares year over year.
• FMR LLC continues to be the largest institutional holder of Union Bankshares as of September 30, 2025, with a position of 192.25K shares, representing 4.19% of the company's outstanding stock.
• Among the most significant buyers of Union Bankshares during September 2025 were BlackRock, Inc. (27.48K), TrueMark Investments, LLC (14.96K), Cardinal Capital Management (11.69K), CITADEL ADVISORS LLC (10.02K), Bank of New York Mellon Corp (8.52K).
• Leading sellers of Union Bankshares stock in September 2025 included FMR LLC (87.91K), NORTHERN TRUST CORP (4.74K), MORGAN STANLEY (3.72K), CITIGROUP INC (1.14K), BANK OF AMERICA CORP /DE/ (1.01K).
• The top 10 institutional holders of Union Bankshares for the quarter ending September 2025 included FMR LLC (192.25K), VANGUARD GROUP INC (185.09K), BlackRock, Inc. (160.91K), Cardinal Capital Management (96.20K), GEODE CAPITAL MANAGEMENT, LLC (86.06K), NORTHERN TRUST CORP (45.98K), Cannell & Spears LLC (42.08K), DIMENSIONAL FUND ADVISORS LP (40.99K), STATE STREET CORP (36.63K), LPL Financial LLC (31.28K).