UNB · Union Bankshares Inc
$23.05
-0.31 (-1.33%)
At close · Jul 29
Market Cap
$107.78M
Shares
4.61M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 52
Total Value: $21,167,117
Total Shares: 870,636
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 52 13F filersTop Holder
23.0%
of institutional value
Top 5
67.5%
of institutional value
Top 10
87.3%
of institutional value
HHI
1,191
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega BlackRock, Inc. | $4,864,751 | 22.98% | 200,031 | Shares | Sole | 2026-05-13 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $3,635,207 | 17.17% | 149,474 | Shares | Defined | 2026-05-15 | ||||
| Small Cardinal Capital Management | $2,535,388 | 11.98% | 104,509 | Shares | Sole | 2026-07-21 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $2,151,833 | 10.17% | 88,480 | Shares | Defined | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $1,158,676 | 5.47% | 47,643 | Shares | Defined | 2026-05-14 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $998,383 | 4.72% | 41,052 | Shares | Sole | 2026-05-07 | ||||
| Mid Cannell & Spears LLC | $976,910 | 4.62% | 40,169 | Shares | Sole | 2026-05-15 | ||||
| Mega STATE STREET CORP | $889,504 | 4.20% | 36,575 | Shares | Defined | 2026-05-15 | ||||
| Mega GOLDMAN SACHS GROUP INC | $707,857 | 3.34% | 29,106 | Shares | Defined | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $616,463 | 2.91% | 25,348 | Shares | Defined | 2026-05-08 | ||||
| Mega MORGAN STANLEY | $481,581 | 2.28% | 19,802 | Shares | Defined | 2026-05-15 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $443,402 | 2.09% | 18,232 | Shares | Sole | 2026-05-14 | ||||
| Mega LPL Financial LLC | $337,391 | 1.59% | 13,873 | Shares | Sole | 2026-05-06 | ||||
| Mega CITADEL ADVISORS LLC | $280,798 | 1.33% | 11,546 | Shares | Defined | 2026-05-15 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $272,627 | 1.29% | 11,210 | Shares | Sole | 2026-05-15 | ||||
| Small Community Financial Services Group, LLC | $174,186 | 0.82% | 7,180 | Shares | Defined | 2026-07-09 | ||||
| Mega BARCLAYS PLC | $91,515 | 0.43% | 3,763 | Shares | Defined | 2026-05-15 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $78,576 | 0.37% | 3,231 | Shares | Defined | 2026-05-06 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $70,528 | 0.33% | 2,900 | Shares | Sole | 2026-05-06 | ||||
| Mega RHUMBLINE ADVISERS | $68,849 | 0.33% | 2,831 | Shares | Sole | 2026-05-12 | ||||
| Mega WELLS FARGO & COMPANY/MN | $50,973 | 0.24% | 2,096 | Shares | Defined | 2026-05-11 | ||||
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $44,067 | 0.21% | 1,812 | Shares | Defined | 2026-05-15 | ||||
| Mega Vanguard Global Advisers, LLC | $39,592 | 0.19% | 1,628 | Shares | Defined | 2026-05-08 | ||||
| Mega JPMORGAN CHASE & CO | $35,969 | 0.17% | 1,479 | Shares | Defined | 2026-05-13 | ||||
| Mega UBS Group AG | $33,002 | 0.16% | 1,357 | Shares | Defined | 2026-05-05 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $24,611 | 0.12% | 1,012 | Shares | Defined | 2026-05-12 | ||||
| Mid Tower Research Capital LLC (TRC) | $22,885 | 0.11% | 941 | Shares | Defined | 2026-05-15 | ||||
| Mega FMR LLC | $16,926 | 0.08% | 696 | Shares | Defined | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $12,597 | 0.06% | 518 | Shares | Defined | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $11,478 | 0.05% | 472 | Shares | Defined | 2026-05-08 | ||||
| Small Clean Yield Group | $10,944 | 0.05% | 450 | Shares | Sole | 2026-04-14 | ||||
| Mid Ameritas Investment Partners, Inc. | $9,047 | 0.04% | 372 | Shares | Other | 2026-05-13 | ||||
| Mega Legal & General Group Plc | $8,025 | 0.04% | 330 | Shares | Defined | 2026-05-08 | ||||
| Mega CITIGROUP INC | $4,645 | 0.02% | 191 | Shares | Defined | 2026-05-11 | ||||
| Small 1620 INVESTMENT ADVISORS, INC. | $2,911 | 0.01% | 120 | Shares | Sole | 2026-07-14 | ||||
| Large CWM, LLC | $2,407 | 0.01% | 99 | Shares | Sole | 2026-05-14 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $557 | 0.00% | 23 | Shares | Defined | 2026-07-23 | ||||
| Mid GAMMA Investing LLC | $412 | 0.00% | 17 | Shares | Defined | 2026-07-07 | ||||
| Mid IFP Advisors, Inc | $291 | 0.00% | 12 | Shares | Sole | 2026-07-20 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $218 | 0.00% | 9 | Shares | Defined | 2026-05-08 | ||||
| Mid EverSource Wealth Advisors, LLC | $217 | 0.00% | 9 | Shares | Sole | 2026-07-24 | ||||
| Small Essential Partners LLC | $170 | 0.00% | 7 | Shares | Sole | 2026-05-21 | ||||
| Small Covestor Ltd | $170 | 0.00% | 7 | Shares | Sole | 2026-05-05 | ||||
| Mid Farther Finance Advisors, LLC | $121 | 0.00% | 5 | Shares | Sole | 2026-07-17 | ||||
| Micro True Wealth Design, LLC | $121 | 0.00% | 5 | Shares | Sole | 2026-07-16 | ||||
| Small Root Financial Partners, LLC | $72 | 0.00% | 3 | Shares | Sole | 2026-04-24 | ||||
| Mid ROTHSCHILD INVESTMENT LLC | $72 | 0.00% | 3 | Shares | Sole | 2026-05-07 | ||||
| Small Fortitude Family Office, LLC Family Office | $48 | 0.00% | 2 | Shares | Sole | 2026-07-20 | ||||
| Small Capital Advisors, Ltd. LLC | $48 | 0.00% | 2 | Shares | Sole | 2026-07-16 | ||||
| Mid MAI Capital Management | $48 | 0.00% | 2 | Shares | Sole | 2026-05-15 | ||||
| Mid Allworth Financial LP | $24 | 0.00% | 1 | Shares | Sole | 2026-05-15 | ||||
| Small Wealth Enhancement Trust Services, Inc. | $24 | 0.00% | 1 | Shares | Sole | 2026-07-22 | ||||
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