First United Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 390.91 K | $14.32 M | 1.01% | 6.02% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 360.94 K | $13.22 M | -0.44% | 5.55% |
| 05/15/2026 | 268.96 K | $9.85 M | 100.00% | 4.14% | |
| GENDELL JEFFREY L | 05/15/2026 | 178.35 K | $6.53 M | 0.00% | 2.74% |
| DE LISLE PARTNERS LLP | 05/13/2026 | 164.39 K | $6.03 M | 5.79% | 2.53% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 139.57 K | $5.12 M | 0.30% | 2.15% |
| HUBER CAPITAL MANAGEMENT LLC | 05/12/2026 | 119.94 K | $4.39 M | 0.00% | 1.85% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 113.36 K | $4.15 M | 2.93% | 1.74% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 103.60 K | $3.80 M | -4.43% | 1.59% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 100.57 K | $3.68 M | -0.54% | 1.55% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 94.71 K | $3.47 M | 1.06% | 1.46% |
| STATE STREET CORP | 05/15/2026 | 87.36 K | $3.20 M | 2.32% | 1.34% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 75.78 K | $2.78 M | 3.05% | 1.17% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 64.26 K | $2.35 M | 34.66% | 0.99% |
| NORTHERN TRUST CORP | 05/14/2026 | 59.48 K | $2.18 M | 3.81% | 0.92% |
| PINNACLE HOLDINGS, LLC | 05/08/2026 | 58.98 K | $2.16 M | 0.00% | 0.91% |
| MORGAN STANLEY | 05/15/2026 | 53.66 K | $1.97 M | 21.97% | 0.83% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 38.11 K | $1.40 M | 6.25% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 37.95 K | $1.39 M | 100.00% | 0.58% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 37.76 K | $1.38 M | -2.62% | 0.58% |
| 04/10/2026 | 37.13 K | $1.39 M | 0.00% | 0.57% | |
| 05/08/2026 | 34.77 K | $1.27 M | 100.00% | 0.53% | |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 28.79 K | $1.05 M | 83.46% | 0.44% |
| MARSHALL WACE, LLP | 05/15/2026 | 28.62 K | $1.05 M | -35.02% | 0.44% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 23.99 K | $878.97 K | -11.59% | 0.37% |
| ANGEL OAK CAPITAL ADVISORS, LLC | 05/12/2026 | 23.70 K | $868.37 K | 0.00% | 0.36% |
| CITADEL ADVISORS LLC | 05/15/2026 | 23.15 K | $848.18 K | -29.33% | 0.36% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 22.71 K | $832.00 K | 8.12% | 0.35% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 22.61 K | $828.47 K | 100.00% | 0.35% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 04/24/2026 | 22.37 K | $819.71 K | -11.15% | 0.34% |
| HOLDCO ASSET MANAGEMENT, LP | 05/15/2026 | 20.80 K | $762.26 K | 0.00% | 0.32% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 19.28 K | $706.31 K | -3.37% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 15.92 K | $583.42 K | -11.41% | 0.25% |
| ROYAL BANK OF CANADA | 05/15/2026 | 15.18 K | $557.00 K | -0.64% | 0.23% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 14.45 K | $529.27 K | 18.30% | 0.22% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 12.52 K | $458.59 K | -28.58% | 0.19% |
| HSBC HOLDINGS PLC | 04/30/2026 | 11.51 K | $426.60 K | 44.21% | 0.18% |
| BARCLAYS PLC | 05/15/2026 | 10.81 K | $396.04 K | -37.41% | 0.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 10.67 K | $392.00 K | -8.57% | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 9.42 K | $345.08 K | 100.00% | 0.14% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 8.50 K | $311.26 K | -17.41% | 0.13% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 7.45 K | $272.79 K | 100.00% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 7.07 K | $258.90 K | 0.67% | 0.11% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 6.91 K | $253.06 K | -2.77% | 0.11% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 6.30 K | $230.80 K | 2.46% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 6.29 K | $230.39 K | -22.32% | 0.10% |
| NUVEEN, LLC | 04/30/2026 | 5.90 K | $216.25 K | -55.78% | 0.09% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 5.74 K | $210.39 K | -19.27% | 0.09% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 5.48 K | $200.75 K | -0.09% | 0.08% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 4.77 K | $174.88 K | -4.46% | 0.07% |
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First United Corp. institutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of First United Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 390,913
DIMENSIONAL FUND ADVISORS LP: 360,942
GENDELL JEFFREY L: 178,352
De Lisle Partners LLP: 164,390
GEODE CAPITAL MANAGEMENT, LLC: 139,568
Huber Capital Management LLC: 119,937
47.03% of First United Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 3.33 M shares in the last 24 months. This purchase volume represents approximately $120.86 M in transactions.