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First United (FUNC) Institutional Ownership

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$43.50 +0.06 (+0.14%)
Closing price 04:00 PM Eastern
Extended Trading
$43.52 +0.02 (+0.06%)
As of 04:43 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for First United (NASDAQ:FUNC)

Current
Institutional Ownership
Percentage
33.27%
Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$43.45M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$8.44M
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FUNC Institutional Buying and Selling by Quarter

First United Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Squarepoint Ops LLC11,100$490K0.0%-23.2%0.172%
8/27/2026Corient Private Wealth LP4,579$202K0.0%-16.4%0.071%
8/18/2026Empowered Funds LLC38,112$1.68M0.0%N/A0.591%
8/17/2026Corient Private Wealth LP4,579$202K0.0%N/A0.071%
8/17/2026Bank of America Corp DE4,562$201K0.0%N/A0.071%
8/14/2026Hsbc Holdings PLC11,484$502K0.0%N/A0.178%
8/14/2026Canada Pension Plan Investment Board5,400$238K0.0%N/A0.084%
8/14/2026Trail Ridge Investment Advisors LLC4,948$218K0.1%N/A0.077%
8/13/2026Connor Clark & Lunn Investment Management Ltd.6,299$278K0.0%N/A0.098%
8/13/2026Pinnacle Holdings LLC58,916$2.60M0.8%N/A0.913%
8/12/2026De Lisle Partners LLP164,390$7.28M0.8%N/A2.549%
8/7/2026BlackRock Inc.456,248$20.13M0.0%N/A7.074%
8/7/2026Deutsche Bank AG5,350$236K0.0%N/A0.083%
8/6/2026Bank of New York Mellon Corp25,576$1.13M0.0%N/A0.397%
5/19/2026Bank of America Corp DE6,288$230K0.0%-22.3%0.097%
5/18/2026Empowered Funds LLC38,112$1.40M0.0%+6.3%0.591%
5/14/2026Renaissance Technologies LLC103,595$3.80M0.0%-4.4%1.606%
5/14/2026Arrowstreet Capital Limited Partnership100,571$3.69M0.0%-0.5%1.560%
5/7/2026Dimensional Fund Advisors LP360,942$13.23M0.0%-0.4%5.553%
5/5/2026Bank of New York Mellon Corp23,989$879K0.0%-11.6%0.369%
4/30/2026Hsbc Holdings PLC11,508$427K0.0%+44.2%0.177%
4/17/2026AdvisorNet Financial Inc896$33K0.0%+126.8%0.014%
3/20/2026Hsbc Holdings PLC7,980$301K0.0%N/A0.123%
3/9/2026Corient Private Wealth LLC5,484$205K0.0%N/A0.084%
2/19/2026Corient Private Wealth LLC5,484$205K0.0%N/A0.084%
2/18/2026Empowered Funds LLC35,869$1.34M0.0%+10.1%0.552%
2/18/2026Bridgeway Capital Management LLC73,537$2.75M0.1%+4.7%1.132%
2/17/2026AQR Capital Management LLC5,731$215K0.0%N/A0.088%
2/17/2026Trexquant Investment LP17,525$656K0.0%-13.4%0.270%
2/17/2026Price T Rowe Associates Inc. MD11,672$437K0.0%+6.8%0.180%
2/16/2026Squarepoint Ops LLC12,211$457K0.0%N/A0.188%
2/16/2026Barclays PLC17,269$647K0.0%+60.6%0.266%
2/13/2026Kestra Advisory Services LLC1,016$38K0.0%N/A0.016%
2/13/2026Marshall Wace LLP44,047$1.65M0.0%+118.1%0.678%
2/13/2026Fourthstone LLC37,500$1.40M0.3%-72.3%0.577%
2/13/2026Police & Firemen s Retirement System of New Jersey1,201$45K0.0%-45.1%0.018%
2/13/2026State Street Corp85,376$3.20M0.0%+7.5%1.313%
2/13/2026De Lisle Partners LLP155,390$5.80M0.7%+3.3%2.391%
2/13/2026Wells Fargo & Company MN6,750$253K0.0%+46.2%0.104%
2/13/2026Wealthspire Advisors LLC7,113$266K0.0%+137.1%0.109%
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2/12/2026Jane Street Group LLC13,389$501K0.0%+19.1%0.206%
2/12/2026Renaissance Technologies LLC108,395$4.06M0.0%-7.8%1.668%
2/12/2026Dimensional Fund Advisors LP362,529$13.57M0.0%-1.2%5.577%
2/11/2026Empowered Funds LLC35,869$1.34M0.0%+10.1%0.552%
2/11/2026O Shaughnessy Asset Management LLC10,286$385K0.0%-27.9%0.158%
2/11/2026Los Angeles Capital Management LLC19,949$695K0.0%N/A0.307%
2/10/2026Angel Oak Capital Advisors LLC23,700$887K1.3%-14.4%0.365%
2/6/2026LSV Asset Management21,000$786K0.0%+32.1%0.323%
1/23/2026Ritholtz Wealth Management7,104$266K0.0%-15.8%0.109%
1/21/2026Daytona Street Capital LLC37,130$1.39M0.9%N/A0.571%
1/1/2026JPMorgan Chase & Co.5,208$191K0.0%+9.0%0.080%
11/17/2025Susquehanna International Group LLP6,754$248K0.0%-66.5%0.104%
11/17/2025Qube Research & Technologies Ltd6,503$239K0.0%N/A0.100%
11/17/2025Millennium Management LLC7,727$284K0.0%-79.0%0.119%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,829$104K0.0%-14.1%0.044%
11/17/2025Citadel Advisors LLC5,709$210K0.0%-84.3%0.088%
11/14/2025Two Sigma Investments LP32,010$1.18M0.0%-9.3%0.493%
11/13/2025Arrowstreet Capital Limited Partnership101,118$3.72M0.0%+1.2%1.556%
11/13/2025BNP Paribas Financial Markets1,524$56K0.0%+102.1%0.023%
11/12/2025Dimensional Fund Advisors LP366,864$13.49M0.0%-1.1%5.647%
11/7/2025Vanguard Group Inc.341,163$12.55M0.0%-1.0%5.253%
11/7/2025JPMorgan Chase & Co.5,208$191K0.0%+9.0%0.080%
11/3/2025SummerHaven Investment Management LLC25,180$926K0.5%N/A0.388%
10/30/2025TrueMark Investments LLC34,857$1.28M0.2%N/A0.537%
10/28/2025Ritholtz Wealth Management8,434$310K0.0%-15.8%0.130%
9/4/2025Osaic Holdings Inc.6,921$215K0.0%N/A0.107%
8/15/2025Lazard Asset Management LLC7,547$234K0.0%-24.1%0.116%
8/15/2025HoldCo Asset Management LP20,804$645K0.1%N/A0.321%
8/15/2025Bridgeway Capital Management LLC70,378$2.18M0.1%+3.6%1.086%
8/15/2025Bank of America Corp DE5,217$162K0.0%+154.5%0.081%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,293$102K0.0%N/A0.051%
8/14/2025Fourthstone LLC95,617$2.97M0.6%N/A1.476%
8/13/2025Invesco Ltd.11,105$344K0.0%+3.4%0.171%
8/13/2025De Lisle Partners LLP150,390$4.67M0.7%+7.9%2.321%
8/13/2025New York State Common Retirement Fund3,400$105K0.0%N/A0.052%
8/12/2025American Century Companies Inc.91,454$2.84M0.0%+1.6%1.411%
8/12/2025Hillsdale Investment Management Inc.52,480$1.63M0.1%+29,055.6%0.810%
8/12/2025JPMorgan Chase & Co.4,777$148K0.0%N/A0.074%
8/11/2025TD Waterhouse Canada Inc.930$31K0.0%N/A0.014%
8/8/2025Angel Oak Capital Advisors LLC33,700$1.05M1.5%+31.1%0.520%
8/8/2025Police & Firemen s Retirement System of New Jersey1,167$36K0.0%N/A0.018%
8/8/2025Geode Capital Management LLC139,939$4.34M0.0%+112.3%2.160%
8/7/2025Acadian Asset Management LLC91,972$2.85M0.0%+3.5%1.419%
8/5/2025Corton Capital Inc.8,547$265K0.3%N/A0.132%
7/28/2025Ritholtz Wealth Management10,011$310K0.0%-36.2%0.155%
5/21/2025Acadian Asset Management LLC88,867$2.67M0.0%+2.2%1.372%
5/19/2025Jane Street Group LLC26,035$782K0.0%+67.4%0.402%
5/16/2025Empowered Funds LLC26,549$797K0.0%+6.7%0.410%
5/16/2025Goldman Sachs Group Inc.58,718$1.76M0.0%+53.2%0.906%
5/16/2025Millennium Management LLC140,586$4.22M0.0%+349.9%2.170%
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5/15/2025Cubist Systematic Strategies LLC11,246$338K0.0%+187.4%0.174%
5/15/2025Trexquant Investment LP22,214$667K0.0%+5.0%0.343%
5/15/2025Huber Capital Management LLC124,239$3.73M0.7%+0.5%1.918%
5/15/2025OMERS ADMINISTRATION Corp10,400$312K0.0%N/A0.161%
5/13/2025American Century Companies Inc.90,008$2.70M0.0%+65.2%1.389%
5/13/2025Informed Momentum Co LLC14,775$444K0.1%-24.3%0.228%
5/12/2025Invesco Ltd.10,741$322K0.0%-22.1%0.166%
5/12/2025Angel Oak Capital Advisors LLC25,700$772K1.0%-7.2%0.397%
5/8/2025De Lisle Partners LLP139,374$4.16M0.7%+15.3%2.153%
5/7/2025Mackenzie Financial Corp7,860$236K0.0%N/A0.121%


FUNC Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 institutional investors and hedge funds held shares of First United. The most heavily invested institutionals were BlackRock Inc. ($20.13M), Dimensional Fund Advisors LP ($13.23M), Vanguard Group Inc. ($12.55M), De Lisle Partners LLP ($7.28M), Basswood Capital Management L.L.C. ($5.07M), Geode Capital Management LLC ($4.34M), and Renaissance Technologies LLC ($3.80M).Learn more on First United's institutional investors.

33.27% of First United's stock is owned by institutional investors. Learn more on FUNC's institutional investor holdings.

Of the 64 institutional investors that purchased First United's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($456.25K), De Lisle Partners LLP ($208.94K), Fourthstone LLC ($197.53K), Millennium Management LLC ($125.16K), Susquehanna International Group LLP ($78.55K), Geode Capital Management LLC ($74.03K), and Pinnacle Holdings LLC ($58.92K).

Institutional investors have bought a total of 1,021,954 shares in the last 24 months. This purchase volume represents approximately $43.45M in transactions.

Of the 19 institutional investors that sold First United's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fourthstone LLC ($97.87K), Citadel Advisors LLC ($30.76K), Millennium Management LLC ($29.00K), Renaissance Technologies LLC ($14K), Susquehanna International Group LLP ($13.42K), Dimensional Fund Advisors LP ($9.96K), and Angel Oak Capital Advisors LLC ($4K).

Institutional investors have sold a total of 226,536 shares in the last 24 months. This volume of shares sold represents approximately $8.44M in transactions.


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Institutional ownership data for NASDAQ:FUNC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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