Union Bankshares UNB Institutional Ownership

Updated Oct 10, 2026

Union Bankshares Inc (NASDAQ:UNB) had 50 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

• Their combined stake equaled 15.13% of outstanding shares in Q2 2026, down from 19.37% in Q1 2026.
• Total holdings of UNB shares fell 16.29% from Q1 2026, and the holder count rose 38.89% from Q2 2025.
• Of the 50 holders of UNB in Q2 2026, 25 added to their positions, 18 reduced their stakes and 7 left their positions unchanged.
• Institutional investors held 748.22K shares of Union Bankshares in total at the end of Q2 2026, down 145.58K from the prior quarter and down 323.66K from a year earlier.
• Vanguard Capital Management LLC held the largest position in UNB at 151.23K shares as of June 30, 2026, or 3.06% of shares outstanding.
• Among existing holders, the largest additions to Union Bankshares in Q2 2026 came from Renaissance Technologies LLC (+3.62K shares), Cardinal Capital Management (+1.95K shares), Vanguard Capital Management LLC (+1.76K shares), Russell Investments Group, Ltd. (+1.58K shares) and Morgan Stanley (+1.43K shares).
• Holders that trimmed the most shares of Union Bankshares in Q2 2026 while keeping a position were BlackRock, Inc. (-134.09K shares), Geode Capital Management, LLC (-43.26K shares), Northern Trust Corp (-31.15K shares), State Street Corp (-25.38K shares) and Goldman Sachs Group Inc (-12.38K shares).
• Per Business Quant, the top 10 investors in UNB for the quarter ended June 30, 2026 were Vanguard Capital Management LLC (151.23K shares), Cardinal Capital Management (104.51K shares), Truffle Hound Capital, LLC (80K shares), BlackRock, Inc. (65.94K shares), Geode Capital Management, LLC (45.22K shares), Dimensional Fund Advisors LP (41.05K shares), Millennium Management LLC (31.71K shares), Trust Co of Vermont (29.32K shares), Vanguard Fiduciary Trust Co (22.44K shares) and Renaissance Technologies LLC (21.85K shares).