Union Bankshares Inc (UNB) Institutional Ownership

Ownership Summary

Union Bankshares Inc (NASDAQ:UNB) currently has 49 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• Union Bankshares saw its institutional ownership percentage fell to 20.0% in December 2025 from 23.2% in September 2025.
• Institutional share ownership changed by -11.70% QoQ, while the number of institutional owners saw an increase of 44.12% YoY.
• Of these 49 institutional investors, 22 increased their holdings in Union Bankshares, while 16 of them reduced positions, and 11 investors maintained their exposure.
• The total number of shares held by institutions in Union Bankshares decreased to 917.08K as of December 2025, a net change of down by 121.53K shares quarter on quarter, and up 28.37K shares year over year.
• As of December 31, 2025, VANGUARD GROUP INC held Union Bankshares's largest shareholding position with over 198.18K shares, representing 4.32% of total outstanding shares.
• Among the most significant buyers of Union Bankshares during December 2025 were BlackRock, Inc. (34.77K), GOLDMAN SACHS GROUP INC (13.10K), VANGUARD GROUP INC (13.08K), MORGAN STANLEY (6.37K), CITADEL ADVISORS LLC (2.97K).
• Leading sellers of Union Bankshares stock in December 2025 included FMR LLC (191.61K), Russell Investments Group, Ltd. (2.14K), Cannell & Spears LLC (1.91K), LPL Financial LLC (1.15K), RENAISSANCE TECHNOLOGIES LLC (981).
• The top 10 institutional holders of Union Bankshares for the quarter ending December 2025 included VANGUARD GROUP INC (198.18K), BlackRock, Inc. (195.68K), Cardinal Capital Management (95.73K), GEODE CAPITAL MANAGEMENT, LLC (87.31K), NORTHERN TRUST CORP (45.02K), DIMENSIONAL FUND ADVISORS LP (41.05K), Cannell & Spears LLC (40.17K), STATE STREET CORP (37.27K), LPL Financial LLC (30.13K), TRUST CO OF VERMONT (29.32K).