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First United (FUNC) Institutional Ownership

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$37.12 +0.22 (+0.60%)
Closing price 04:00 PM Eastern
Extended Trading
$37.11 -0.01 (-0.03%)
As of 04:10 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.

Institutional Ownership Changes (13F Filings) for First United (NASDAQ:FUNC)

Current
Institutional Ownership
Percentage
33.27%
Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$18.51M
Number of
Institutional Sellers
(last 12 months)
17
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Empowered Funds LLC38,112$1.40M0.0%+6.3%0.591%
5/14/2026 Renaissance Technologies LLC103,595$3.80M0.0%-4.4%1.606%
5/14/2026 Arrowstreet Capital Limited Partnership100,571$3.69M0.0%-0.5%1.560%
5/7/2026 Dimensional Fund Advisors LP360,942$13.23M0.0%-0.4%5.553%
5/5/2026 Bank of New York Mellon Corp23,989$879K0.0%-11.6%0.369%
4/30/2026 Hsbc Holdings PLC11,508$427K0.0%+44.2%0.177%
4/17/2026 AdvisorNet Financial Inc896$33K0.0%+126.8%0.014%
3/20/2026 Hsbc Holdings PLC7,980$301K0.0%N/A0.123%
3/9/2026 Corient Private Wealth LLC5,484$205K0.0%N/A0.084%
2/19/2026 Corient Private Wealth LLC5,484$205K0.0%N/A0.084%
2/18/2026 Empowered Funds LLC35,869$1.34M0.0%+10.1%0.552%
2/18/2026 Bridgeway Capital Management LLC73,537$2.75M0.1%+4.7%1.132%
2/17/2026 AQR Capital Management LLC5,731$215K0.0%N/A0.088%
2/17/2026 Trexquant Investment LP17,525$656K0.0%-13.4%0.270%
2/17/2026 Price T Rowe Associates Inc. MD11,672$437K0.0%+6.8%0.180%
2/16/2026 Squarepoint Ops LLC12,211$457K0.0%N/A0.188%
2/16/2026 Barclays PLC17,269$647K0.0%+60.6%0.266%
2/13/2026 Kestra Advisory Services LLC1,016$38K0.0%N/A0.016%
2/13/2026 Marshall Wace LLP44,047$1.65M0.0%+118.1%0.678%
2/13/2026 Fourthstone LLC37,500$1.40M0.3%-72.3%0.577%
2/13/2026 Police & Firemen s Retirement System of New Jersey1,201$45K0.0%-45.1%0.018%
2/13/2026 State Street Corp85,376$3.20M0.0%+7.5%1.313%
2/13/2026 De Lisle Partners LLP155,390$5.80M0.7%+3.3%2.391%
2/13/2026 Wells Fargo & Company MN6,750$253K0.0%+46.2%0.104%
2/13/2026 Wealthspire Advisors LLC7,113$266K0.0%+137.1%0.109%
2/12/2026 Jane Street Group LLC13,389$501K0.0%+19.1%0.206%
2/12/2026 Renaissance Technologies LLC108,395$4.06M0.0%-7.8%1.668%
2/12/2026 Dimensional Fund Advisors LP362,529$13.57M0.0%-1.2%5.577%
2/11/2026 Empowered Funds LLC35,869$1.34M0.0%+10.1%0.552%
2/11/2026 O Shaughnessy Asset Management LLC10,286$385K0.0%-27.9%0.158%
2/11/2026 Los Angeles Capital Management LLC19,949$695K0.0%N/A0.307%
2/10/2026 Angel Oak Capital Advisors LLC23,700$887K1.3%-14.4%0.365%
2/6/2026 LSV Asset Management21,000$786K0.0%+32.1%0.323%
1/23/2026 Ritholtz Wealth Management7,104$266K0.0%-15.8%0.109%
1/21/2026 Daytona Street Capital LLC37,130$1.39M0.9%N/A0.571%
1/1/2026 JPMorgan Chase & Co.5,208$191K0.0%+9.0%0.080%
11/17/2025 Susquehanna International Group LLP6,754$248K0.0%-66.5%0.104%
11/17/2025 Qube Research & Technologies Ltd6,503$239K0.0%N/A0.100%
11/17/2025 Millennium Management LLC7,727$284K0.0%-79.0%0.119%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,829$104K0.0%-14.1%0.044%
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11/17/2025 Citadel Advisors LLC5,709$210K0.0%-84.3%0.088%
11/14/2025 Two Sigma Investments LP32,010$1.18M0.0%-9.3%0.493%
11/13/2025 Arrowstreet Capital Limited Partnership101,118$3.72M0.0%+1.2%1.556%
11/13/2025 BNP Paribas Financial Markets1,524$56K0.0%+102.1%0.023%
11/12/2025 Dimensional 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%
11/7/2025 JPMorgan Chase & Co.5,208$191K0.0%+9.0%0.080%
11/3/2025 SummerHaven Investment Management LLC25,180$926K0.5%N/A0.388%
10/30/2025 TrueMark Investments LLC34,857$1.28M0.2%N/A0.537%
10/28/2025 Ritholtz Wealth Management8,434$310K0.0%-15.8%0.130%
9/4/2025 Osaic Holdings Inc.6,921$215K0.0%N/A0.107%
8/15/2025 Lazard Asset Management LLC7,547$234K0.0%-24.1%0.116%
8/15/2025 HoldCo Asset Management LP20,804$645K0.1%N/A0.321%
8/15/2025 Bridgeway 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%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,293$102K0.0%N/A0.051%
8/14/2025 Fourthstone LLC95,617$2.97M0.6%N/A1.476%
8/13/2025 Invesco Ltd.11,105$344K0.0%+3.4%0.171%
8/13/2025 De Lisle Partners LLP150,390$4.67M0.7%+7.9%2.321%
8/13/2025 New York State Common Retirement Fund3,400$105K0.0%N/A0.052%
8/12/2025 American Century Companies Inc.91,454$2.84M0.0%+1.6%1.411%
8/12/2025 Hillsdale Investment Management Inc.52,480$1.63M0.1%+29,055.6%0.810%
8/12/2025 JPMorgan Chase & Co.4,777$148K0.0%N/A0.074%
8/11/2025 TD Waterhouse Canada Inc.930$31K0.0%N/A0.014%
8/8/2025 Angel Oak Capital Advisors LLC33,700$1.05M1.5%+31.1%0.520%
8/8/2025 Police & Firemen s Retirement System of New Jersey1,167$36K0.0%N/A0.018%
8/8/2025 Geode Capital Management LLC139,939$4.34M0.0%+112.3%2.160%
8/7/2025 Acadian Asset Management LLC91,972$2.85M0.0%+3.5%1.419%
8/5/2025Corton Capital Inc.8,547$265K0.3%N/A0.132%
7/28/2025 Ritholtz 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%
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%
4/29/2025Bank of New York Mellon Corp16,248$488K0.0%+5.2%0.251%
4/17/2025Ritholtz Wealth Management15,697$471K0.0%-24.5%0.242%
2/17/2025Millennium Management LLC31,246$1.05M0.0%+102.5%0.483%
2/17/2025Cubist Systematic Strategies LLC3,913$132K0.0%-18.4%0.060%
2/17/2025Bridgeway Capital Management LLC77,761$2.62M0.1%+0.5%1.202%
I was right about SpaceX (Ad)

Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.tc pixel

See how to claim your stake in SpaceX before the public can
2/17/2025Citadel Advisors LLC17,450$588K0.0%-32.2%0.270%
2/17/2025Bank of America Corp DE11,648$393K0.0%+449.4%0.180%
2/17/2025Basswood Capital Management L.L.C.150,364$5.07M0.3%-2.1%2.324%
2/17/2025683 Capital Management LLC10,063$339K0.0%N/A0.156%
2/14/2025Jane Street Group LLC15,552$524K0.0%N/A0.240%
2/14/2025Schonfeld Strategic Advisors LLC15,688$529K0.0%N/A0.242%
2/14/2025Price T Rowe Associates Inc. MD7,001$237K0.0%N/A0.108%
2/14/2025Susquehanna International Group LLP92,430$3.12M0.0%+565.9%1.429%
2/14/2025Tower Research Capital LLC TRC742$25K0.0%+194.4%0.011%
2/14/2025Dimensional Fund Advisors LP381,642$12.87M0.0%-0.5%5.899%


FUNC Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 institutional investors and hedge funds held shares of First United. The most heavily invested institutionals were Dimensional Fund Advisors LP ($13.23M), Vanguard Group Inc. ($12.55M), De Lisle Partners LLP ($5.80M), Basswood Capital Management L.L.C. ($5.07M), Geode Capital Management LLC ($4.34M), Renaissance Technologies LLC ($3.80M), and Huber Capital Management LLC ($3.73M).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 58 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: Fourthstone LLC ($197.53K), Millennium Management LLC ($125.16K), Susquehanna International Group LLP ($78.55K), Geode Capital Management LLC ($74.03K), American Century Companies Inc. ($55.96K), Hillsdale Investment Management Inc. ($52.30K), and De Lisle Partners LLP ($44.55K).

Institutional investors have bought a total of 549,869 shares in the last 24 months. This purchase volume represents approximately $18.51M in transactions.

Of the 17 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 Ritholtz Wealth Management ($8.59K).

Institutional investors have sold a total of 228,569 shares in the last 24 months. This volume of shares sold represents approximately $8.44M in transactions.



This page (NASDAQ:FUNC) was last updated on 5/18/2026 by MarketBeat.com Staff.
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