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Union Bankshares (UNB) Institutional Ownership

Union Bankshares logo
$23.43 -0.36 (-1.51%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Union Bankshares (NASDAQ:UNB)

Current
Institutional Ownership
Percentage
14.84%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$3.21M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$160.58K
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UNB Institutional Buying and Selling by Quarter

Union Bankshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2026 Barclays PLC8,542$203K0.0%+42.5%0.187%
2/13/2026 Kestra Advisory Services LLC1,787$42K0.0%N/A0.039%
2/13/2026 State Street Corp37,275$885K0.0%+1.8%0.814%
2/13/2026 Wells Fargo & Company MN4,757$113K0.0%+56.4%0.104%
2/12/2026 Renaissance Technologies LLC18,032$428K0.0%-5.2%0.394%
2/11/2026 LPL Financial LLC30,130$715K0.0%-3.7%0.658%
2/10/2026 Goldman Sachs Group Inc.13,098$311K0.0%N/A0.286%
2/9/2026 Geode Capital Management LLC87,314$2.07M0.0%+1.5%1.906%
1/30/2026 Cardinal Capital Management95,733$2.27M0.3%-0.5%2.089%
11/17/2025 Citadel Advisors LLC10,023$248K0.0%N/A0.219%
11/17/2025 Bank of America Corp DE4,851$120K0.0%-17.2%0.106%
11/13/2025 Russell Investments Group Ltd.2,543$63K0.0%N/A0.056%
11/12/2025 Dimensional Fund Advisors LP40,990$1.02M0.0%+4.3%0.901%
11/7/2025Vanguard Group Inc.185,095$4.58M0.0%+0.3%4.067%
11/6/2025 Rhumbline Advisers3,229$80K0.0%-15.4%0.071%
11/3/2025 New York State Common Retirement Fund2,900$72K0.0%-25.6%0.064%
10/30/2025 TrueMark Investments LLC14,960$370K0.1%N/A0.329%
10/23/2025 Cardinal Capital Management96,203$2.38M0.3%+13.8%2.114%
8/15/2025 Bank of America Corp DE5,861$156K0.0%+30.1%0.129%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,987$53K0.0%N/A0.044%
8/13/2025 New York State Common Retirement Fund3,900$104K0.0%N/A0.086%
8/12/2025 JPMorgan Chase & Co.1,731$46K0.0%+34,520.0%0.038%
8/8/2025 Geode Capital Management LLC86,310$2.30M0.0%+105.4%1.901%
7/18/2025Trust Co. of Vermont29,123$775K0.0%-4.3%0.641%
7/15/2025 Cardinal Capital Management84,511$2.25M0.3%+2.1%1.861%
6/27/2025 Goldman Sachs Group Inc.6,801$214K0.0%N/A0.150%
5/19/2025Jane Street Group LLC12,738$401K0.0%N/A0.281%
5/16/2025Goldman Sachs Group Inc.6,801$214K0.0%N/A0.150%
4/23/2025Community Financial Services Group LLC7,480$235K0.1%-11.8%0.165%
4/18/2025Cardinal Capital Management82,738$2.60M0.4%+8.7%1.823%
2/18/2025Alpine Global Management LLC9,309$269K0.1%N/A0.206%
2/17/2025Bridgeway Capital Management LLC15,790$456K0.0%-3.7%0.349%
2/17/2025Bank of America Corp DE4,225$122K0.0%+24.0%0.093%
2/17/2025683 Capital Management LLC10,520$304K0.0%N/A0.233%
2/14/2025Northern Trust Corp30,880$893K0.0%+16.8%0.682%
2/14/2025Alpine Global Management LLC9,309$269K0.1%N/A0.206%
2/14/2025Dimensional Fund Advisors LP35,276$1.02M0.0%+4.4%0.780%
2/13/2025Renaissance Technologies LLC18,708$541K0.0%+13.2%0.414%
2/12/2025Cannell & Spears LLC42,080$1.22M0.0%-2.0%0.931%
2/11/2025LPL Financial LLC33,739$975K0.0%-3.6%0.746%
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1/31/2025Cardinal Capital Management76,087$2.20M0.3%+2.2%1.683%
11/16/2024Geode Capital Management LLC40,503$1.05M0.0%+3.0%0.896%
11/13/2024FMR LLC214,725$5.57M0.0%-0.2%4.751%
10/21/2024Community Financial Services Group LLC8,480$220K0.0%N/A0.188%
10/16/2024Cardinal Capital Management74,413$1.93M0.3%+15.1%1.646%
8/9/2024Renaissance Technologies LLC14,032$301K0.0%+7.7%0.310%
8/9/2024Dimensional Fund Advisors LP30,924$664K0.0%+10.4%0.684%
7/12/2024Cardinal Capital Management64,629$1.39M0.2%+17.4%1.430%
4/23/2024Community Financial Services Group LLC8,480$259K0.1%N/A0.188%
4/16/2024Cardinal Capital Management55,061$1.68M0.3%+29.9%1.218%
3/8/2024Trust Co. of Vermont1,820$56K0.0%-93.6%0.040%
1/29/2024Cardinal Capital Management42,371$1.30M0.2%-0.8%0.939%
11/27/2023Trust Co. of Vermont28,268$607K0.0%-3.0%0.627%
10/16/2023Cardinal Capital Management42,704$957K0.2%+4.3%0.948%
7/31/2023LPL Financial LLC26,335$612K0.0%+15.1%0.584%
7/12/2023Cardinal Capital Management40,950$940K0.2%+2.8%0.908%
4/19/2023Cardinal Capital Management39,829$881K0.2%+1.9%0.883%
2/13/2023Spears Abacus Advisors LLC47,292$1.14M0.1%-2.5%1.053%
2/7/2023LPL Financial LLC19,154$460K0.0%+2.4%0.427%
1/23/2023Cardinal Capital Management39,070$915K0.2%+13.9%0.869%
10/24/2022Cardinal Capital Management34,316$776K0.2%-2.9%0.763%
8/4/2022Cardinal Capital Management35,339$924K0.2%+3.8%0.786%
7/20/2022Trust Co. of Vermont29,334$767K0.1%+5.0%0.652%
4/21/2022Cardinal Capital Management34,051$1.05M0.2%+19.3%0.757%
2/15/2022Spears Abacus Advisors LLC48,524$1.45M0.1%-3.2%1.082%
2/8/2022Raymond James Financial Services Advisors Inc.7,776$232K0.0%-8.8%0.173%


UNB Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of Union Bankshares. The most heavily invested institutionals were FMR LLC ($5.57M), Vanguard Group Inc. ($4.58M), Cardinal Capital Management ($2.27M), Geode Capital Management LLC ($2.07M), Cannell & Spears LLC ($1.22M), Dimensional Fund Advisors LP ($1.02M), and Northern Trust Corp ($893K).Learn more on Union Bankshares' institutional investors.

14.84% of Union Bankshares' stock is owned by institutional investors. Learn more on UNB's institutional investor holdings.

Of the 22 institutional investors that purchased Union Bankshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Geode Capital Management LLC ($46.74K), Cardinal Capital Management ($41.14K), Goldman Sachs Group Inc. ($26.70K), Alpine Global Management LLC ($18.62K), TrueMark Investments LLC ($14.96K), Jane Street Group LLC ($12.74K), and 683 Capital Management LLC ($10.52K).

Institutional investors have bought a total of 124,341 shares in the last 24 months. This purchase volume represents approximately $3.21M in transactions.

The following institutional investors have sold Union Bankshares stock in the last 24 months: Trust Co. of Vermont ($1.30K), LPL Financial LLC ($1.15K), Bank of America Corp DE ($1.01K), New York State Common Retirement Fund ($1K), Renaissance Technologies LLC ($981.00), Rhumbline Advisers ($589.00), and Cardinal Capital Management ($470.00).

Institutional investors have sold a total of 6,496 shares in the last 24 months. This volume of shares sold represents approximately $160.58K in transactions.


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This page (NASDAQ:UNB) was last updated on 5/26/2026 by MarketBeat.com Staff.
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