Union Bankshares Ownership | Who Owns Union Bankshares?

Union Bankshares Ownership Summary

Union Bankshares is owned by 18.65% institutional investors, 19.95% insiders, and 61.40% retail investors. Fmr is the largest institutional shareholder, holding 6.26% of UNB shares. Fidelity Low-Priced Stock is the top mutual fund, with 2.69% of its assets in Union Bankshares shares.

UNB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Union Bankshares	18.65%	19.95%	61.40%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	283.10K	6.26%	$8.18M
Vanguard group	148.48K	3.28%	$4.29M
Cardinal capital management	76.09K	1.68%	$2.20M
Spears abacus advisors	42.08K	0.93%	$1.22M
Geode capital management	40.37K	0.89%	$1.17M
Dimensional fund advisors lp	35.28K	0.78%	$1.02M
Lpl financial	33.63K	0.74%	$722.35K
Trust co of vermont	30.42K	0.67%	$879.53K
Susquehanna group, llp	27.08K	0.60%	$782.88K
Northern trust	25.89K	0.57%	$556.18K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cardinal capital management	76.09K	0.34%	$2.20M
Alpine global management	9.31K	0.06%	$269.12K
Community financial services group	8.48K	0.05%	$245.16K
Trust co of vermont	30.42K	0.04%	$879.53K
Spears abacus advisors	42.08K	0.03%	$1.22M
683 capital management	10.52K	0.02%	$304.13K
Bridgeway capital management	15.79K	0.01%	$456.49K
Clean yield group	450.00	0.00%	$13.01K
1620 investment advisors	120.00	0.00%	$3.47K
Renaissance	18.71K	0.00%	$540.85K

Top Buyers

Holder	Shares	% Assets	Change
Fmr	283.10K	0.00%	68.37K
Susquehanna group, llp	27.08K	0.00%	17.09K
Qube research	13.71K	0.00%	13.71K
683 capital management	10.52K	0.02%	10.52K
Alpine global management	9.31K	0.06%	9.31K

Top Sellers

Holder	Shares	% Assets	Change
Jane street group	-	-	-16.06K
Northern trust	25.89K	0.00%	-1.17K
Spears abacus advisors	42.08K	0.03%	-860.00
Morgan stanley	9.96K	-	-740.00
Bank of america corp /de/	3.40K	-	-673.00

New Positions

Holder	Shares	% Assets	Change	Value
683 capital management	10.52K	0.02%	10.52K	$304.13K
Alpine global management	9.31K	0.06%	9.31K	$269.12K

Sold Out

Holder	Change
Jane street group	-16.06K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	30	15.38%	843,776	13.16%	18	6.87%	15	25.00%	7	16.67%
Sep 30, 2024	26	-3.70%	745,679	1.87%	16	6.40%	12	-	6	-25.00%
Jun 30, 2024	27	-3.57%	732,026	-4.56%	16	5.67%	12	-14.29%	8	14.29%
Mar 31, 2024	28	-6.67%	767,003	14.89%	16	7.67%	14	-17.65%	7	-
Dec 31, 2023	30	30.43%	667,619	30.97%	14	11.58%	17	112.50%	7	16.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Low-Priced Stock	122.09K	2.69%	-
Vanguard Total Stock Mkt Idx Inv	95.95K	2.11%	-
Vanguard US Total Market Shares ETF	95.95K	2.11%	-
Strategic Advisers Fidelity US TtlStk	74.71K	1.65%	-
Vanguard Institutional Extnd Mkt Idx Tr	47.19K	1.04%	51.00
Fidelity Series Intrinsic Opps	42.70K	0.94%	-
Fidelity LowPriced Stock Commingled Pl A	21.67K	0.48%	-
Fidelity Extended Market Index	20.40K	0.45%	-130.00
Fidelity Low-Priced Stock K6	18.83K	0.41%	-
Bridgeway Ultra-Small Company Market	14.95K	0.33%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 06, 2025	Hogan Patricia N	Officer of Union Bank	Buy	$206.09
Feb 01, 2024	Hogan Patricia N	Officer of Union Bank	Buy	$195.61
Feb 22, 2024	Parent Mary K	-	Buy	$3.11K
Mar 13, 2023	Bugbee Dawn D	-	Buy	$4.69K
Nov 02, 2023	Hogan Patricia N	-	Buy	$192.83

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	1	-
2024 Q4	-	-
2024 Q2	-	-
2024 Q1	2	-
2023 Q4	2	-

UNB Ownership FAQ

Who Owns Union Bankshares?

Union Bankshares shareholders are primarily institutional investors at 18.65%, followed by 19.95% insiders and 61.40% retail investors. The average institutional ownership in Union Bankshares's industry, Regional Banks Stocks, is 42.21%, which Union Bankshares falls below.

Who owns the most shares of Union Bankshares?

Union Bankshares’s largest shareholders are Fmr (283.1K shares, 6.26%), Vanguard group (148.48K shares, 3.28%), and Cardinal capital management (76.09K shares, 1.68%). Together, they hold 11.22% of Union Bankshares’s total shares outstanding.

Does Blackrock own Union Bankshares?

BlackRock is not among the top 10 institutional shareholders of Union Bankshares.

Who is Union Bankshares’s biggest shareholder by percentage of total assets invested?

Cardinal capital management is Union Bankshares’s biggest shareholder by percentage of total assets invested, with 0.34% of its assets in 76.09K Union Bankshares shares, valued at 2.2M$.

Who is the top mutual fund holder of Union Bankshares shares?

Fidelity Low-Priced Stock is the top mutual fund holder of Union Bankshares shares, with 2.69% of its total shares outstanding invested in 122.1K Union Bankshares shares.

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