United Bancorp Ownership | Who Owns United Bancorp?


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United Bancorp Ownership Summary


United Bancorp is owned by 10.48% institutional investors, 13.45% insiders, and 76.07% retail investors. Commonwealth financial services is the largest institutional shareholder, holding 1.45% of UBCP shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.17% of its assets in United Bancorp shares.

UBCP Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockUnited Bancorp10.48%13.45%76.07%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Commonwealth financial services81.46K1.45%$1.05M
Vanguard group69.43K1.23%$894.21K
Geode capital management49.13K0.87%$632.99K
Vantage financial partners44.27K0.79%$570.20K
Bahl & gaynor42.90K0.76%$557.70K
Wesbanco bank42.05K0.75%$546.72K
Dimensional fund advisors lp40.96K0.73%$527.51K
Blackrock39.77K0.72%$499.05K
Founders financial alliance36.64K0.65%$476.35K
Vawter financial36.52K0.65%$470.33K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Vawter financial36.52K0.28%$470.33K
Raffles associates lp15.35K0.21%$199.59K
Commonwealth financial services81.46K0.21%$1.05M
Vantage financial partners44.27K0.14%$570.20K
Founders financial alliance36.64K0.13%$476.35K
Koss-olinger consulting23.34K0.03%$303.00K
Wesbanco bank42.05K0.02%$546.72K
Bahl & gaynor42.90K0.00%$557.70K
Beacon capital management514.000.00%$6.68K
Loring wolcott & coolidge fiduciary advisors llp/ma6.92K0.00%$91.30K

Top Buyers

HolderShares% AssetsChange
Blackrock39.77K-17.56K
Wesbanco bank42.05K0.02%14.55K
Founders financial alliance36.64K0.13%3.63K
Dimensional fund advisors lp40.96K0.00%2.13K
Fmr309.00-309.00

Top Sellers

HolderShares% AssetsChange
Bridgeway capital management---18.51K
State street---10.07K
Bbr partners---10.00K
Commonwealth financial services81.46K0.21%-8.75K
Susquehanna group, llp13.04K--1.77K

New Positions

HolderShares% AssetsChangeValue
Fmr309.00-309.00$3.98K

Sold Out

HolderChange
Newedge advisors-1.00
Geneos wealth management-200.00
Bogart wealth-802.00
Bbr partners-10.00K
State street-10.07K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202421-12.50%590,0195.13%1010.55%9-18.18%3-40.00%
Sep 30, 202424-4.00%561,2321.57%99.88%11-15.38%525.00%
Jun 30, 202425-3.85%552,58311.22%1012.31%13116.67%4-42.86%
Mar 31, 202426-7.14%496,842-1.37%910.74%6-60.00%775.00%
Dec 31, 20232816.67%503,7335.81%912.19%1566.67%4-33.33%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Institutional Extnd Mkt Idx Tr67.55K1.17%-
Fidelity Extended Market Index27.35K0.46%-174.00
DFA US Core Equity 2 I11.08K0.19%-
iShares Micro-Cap ETF10.57K0.18%633.00
BlackRock Extended Equity Market K9.17K0.16%-4.00
Extended Equity Market Fund K9.07K0.15%28.00
Fidelity Total Market Index8.89K0.15%-
Bridgeway Omni Small-Cap Value N8.40K0.14%-
Bridgeway Omni Small-Cap Value8.40K0.14%-
Fidelity Series Total Market Index6.74K0.11%-

Recent Insider Transactions


DateNameRoleActivityValue
Jun 21, 2024Branstetter Matthew Fredrick SVP COOBuy$7.25K
Jun 21, 2024Glessner Gary W-Buy$41.05K
Jun 21, 2024Hendershot Brian M-Buy$19.97K
Jun 21, 2024Schunn Bethany E-Buy$19.35K
Jun 21, 2024EVERSON SCOTT A President and CEOBuy$25.79K

Insider Transactions Trends


DateBuySell
2024 Q1--
2023 Q481
2023 Q31-
2023 Q22-
2023 Q1--

UBCP Ownership FAQ


Who Owns United Bancorp?

United Bancorp shareholders are primarily institutional investors at 10.48%, followed by 13.45% insiders and 76.07% retail investors. The average institutional ownership in United Bancorp's industry, Regional Banks Stocks, is 42.21%, which United Bancorp falls below.

Who owns the most shares of United Bancorp?

United Bancorp’s largest shareholders are Commonwealth financial services (81.46K shares, 1.45%), Vanguard group (69.43K shares, 1.23%), and Geode capital management (49.13K shares, 0.87%). Together, they hold 3.55% of United Bancorp’s total shares outstanding.

Does Blackrock own United Bancorp?

Yes, BlackRock owns 0.72% of United Bancorp, totaling 39.76K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 499.05K$. In the last quarter, BlackRock increased its holdings by 17.56K shares, a 79.06% change.

Who is United Bancorp’s biggest shareholder by percentage of total assets invested?

Vawter financial is United Bancorp’s biggest shareholder by percentage of total assets invested, with 0.28% of its assets in 36.52K United Bancorp shares, valued at 470.33K$.

Who is the top mutual fund holder of United Bancorp shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of United Bancorp shares, with 1.17% of its total shares outstanding invested in 67.54K United Bancorp shares.

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