Union Bankshares UNB Institutional Ownership

NASDAQ UNB
$23.86 -0.01 (-0.02%)
As of: Sep 10, 2026 · 10:11 AM EDT

Institutions by Trading Activity

50 Institutions
Increased 25 50.0%
Unchanged 7 14.0%
Reduced 18 36.0%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
15.63%
-4.61 pp QoQ
Shares Held by Institutions
748.22K
of 4.79Mn outstanding
-7.34% QoQ
Shares Outstanding
4.79Mn
4.04Mn held outside 13F filers
Institutional Investors
50
filed 13F for Jun 2026
-3 vs prior quarter
Net Shares Added (QoQ)
-59.27K
distributed since last quarter
Value of Holdings
$17.79Mn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter
Net over range
Accumulating quarters

Ownership Summary

Quarter ending 30 Jun, 2026

Union Bankshares Inc (NASDAQ:UNB) showed up in the 13F filings of 50 institutional investors as of June 2026.

Form 13F Holdings

50 Institutional Holders

Report period 30 Jun, 2026
Total shares held 748.22K
Of outstanding 15.63%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 151,233 3.16% 1,759 +1.18% $3.67Mn
2 Cardinal Capital Management 0001434845 104,509 2.18% 1,949 +1.90% $2.54Mn
3 Truffle Hound Capital, LLC 0001595862 80,000 1.67% 80,000 0.00% $1.94Mn
4 BlackRock, Inc. 0002012383 65,942 1.38% 134,089 -67.03% $1.60Mn
5 GEODE CAPITAL MANAGEMENT, LLC 0001214717 45,223 0.94% 43,257 -48.89% $1.10Mn
6 DIMENSIONAL FUND ADVISORS LP 0000354204 41,052 0.86% 0 0.00% $995.89K
7 MILLENNIUM MANAGEMENT LLC 0001273087 31,709 0.66% 31,709 0.00% $769.26K
8 TRUST CO OF VERMONT 0001134008 29,323 0.61% 29,323 0.00% $711.38K
9 VANGUARD FIDUCIARY TRUST CO 0000933478 22,438 0.47% 2,910 -11.48% $544.35K
10 RENAISSANCE TECHNOLOGIES LLC 0001037389 21,852 0.46% 3,620 +19.86% $530.13K
11 Morgan Stanley 0000895421 21,236 0.44% 1,434 +7.24% $515.19K
12 Goldman Sachs Group Inc 0000886982 16,723 0.35% 12,383 -42.54% $405.70K
13 Northern Trust Corp 0000073124 16,494 0.34% 31,149 -65.38% $400.14K
14 JANE STREET GROUP, LLC 0001595888 13,966 0.29% 13,966 0.00% $338.82K
15 LPL Financial LLC 0001403438 13,924 0.29% 51 +0.37% $337.79K
16 AQR CAPITAL MANAGEMENT LLC 0001167557 13,390 0.28% 13,390 0.00% $324.83K
17 State Street Corp 0000093751 11,191 0.23% 25,384 -69.40% $271.49K
18 HSBC HOLDINGS PLC 0000873630 10,535 0.22% 10,535 0.00% $251.58K
19 CITADEL ADVISORS LLC 0001423053 9,381 0.20% 2,165 -18.75% $227.58K
20 Squarepoint Ops LLC 0001642575 9,261 0.19% 9,261 0.00% $224.67K