First United Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 387.02 K | $14.49 M | 11.48% | 5.96% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 362.53 K | $13.57 M | -1.18% | 5.58% |
| VANGUARD GROUP INC | 01/29/2026 | 343.29 K | $12.85 M | 0.62% | 5.28% |
| GENDELL JEFFREY L | 02/13/2026 | 178.35 K | $6.68 M | 0.00% | 2.75% |
| DE LISLE PARTNERS LLP | 02/13/2026 | 155.39 K | $5.80 M | 3.32% | 2.39% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 139.15 K | $5.21 M | -0.18% | 2.14% |
| HUBER CAPITAL MANAGEMENT LLC | 02/13/2026 | 119.94 K | $4.49 M | 0.00% | 1.85% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 110.13 K | $4.12 M | 7.20% | 1.69% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 108.40 K | $4.06 M | -7.82% | 1.67% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 101.12 K | $3.79 M | 0.00% | 1.56% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 93.71 K | $3.51 M | 0.88% | 1.44% |
| STATE STREET CORP | 02/13/2026 | 85.38 K | $3.20 M | 7.54% | 1.31% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 73.54 K | $2.75 M | 4.69% | 1.13% |
| PINNACLE HOLDINGS, LLC | 02/12/2026 | 58.98 K | $2.21 M | 0.00% | 0.91% |
| NORTHERN TRUST CORP | 02/17/2026 | 57.30 K | $2.15 M | -5.25% | 0.88% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 47.72 K | $1.79 M | -0.30% | 0.73% |
| MARSHALL WACE, LLP | 02/13/2026 | 44.05 K | $1.65 M | 118.09% | 0.68% |
| MORGAN STANLEY | 02/13/2026 | 44.00 K | $1.65 M | 7.01% | 0.68% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 38.77 K | $1.45 M | 21.12% | 0.60% |
| FOURTHSTONE LLC | 02/13/2026 | 37.50 K | $1.40 M | -72.30% | 0.58% |
| 01/21/2026 | 37.13 K | $1.39 M | 100.00% | 0.57% | |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 35.87 K | $1.34 M | 10.11% | 0.55% |
| CITADEL ADVISORS LLC | 02/17/2026 | 32.76 K | $1.23 M | 473.74% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 27.13 K | $1.02 M | -11.47% | 0.42% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 25.18 K | $942.74 K | 0.00% | 0.39% |
| ANGEL OAK CAPITAL ADVISORS, LLC | 02/10/2026 | 23.70 K | $887.33 K | -14.44% | 0.37% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 21.00 K | $786.00 K | 32.08% | 0.32% |
| HOLDCO ASSET MANAGEMENT, LP | 02/12/2026 | 20.80 K | $778.90 K | 0.00% | 0.32% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 19.95 K | $695.22 K | 100.00% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 17.97 K | $672.95 K | 0.00% | 0.28% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 17.53 K | $656.14 K | -13.38% | 0.27% |
| BARCLAYS PLC | 02/13/2026 | 17.27 K | $646.55 K | 60.60% | 0.27% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 15.69 K | $587.43 K | 141.27% | 0.24% |
| ROYAL BANK OF CANADA | 02/17/2026 | 15.28 K | $572.00 K | 0.89% | 0.24% |
| JANE STREET GROUP, LLC | 02/12/2026 | 13.39 K | $501.28 K | 19.07% | 0.21% |
| NUVEEN, LLC | 02/12/2026 | 13.35 K | $499.71 K | 0.00% | 0.21% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 12.50 K | $468.00 K | 54.32% | 0.19% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 12.21 K | $457.18 K | 100.00% | 0.19% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 11.67 K | $437.00 K | 6.80% | 0.18% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 10.29 K | $385.11 K | -27.93% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 8.10 K | $303.08 K | 59.98% | 0.12% |
| HSBC HOLDINGS PLC | 03/20/2026 | 7.98 K | $301.33 K | 100.00% | 0.12% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 7.10 K | $265.99 K | -15.77% | 0.11% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 7.11 K | $266.31 K | 137.10% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 7.02 K | $262.78 K | 0.73% | 0.11% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 6.75 K | $252.71 K | 46.23% | 0.10% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 6.15 K | $230.18 K | 100.00% | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 5.73 K | $214.56 K | 100.00% | 0.09% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 5.48 K | $205.32 K | 100.00% | 0.08% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 5.40 K | $202.18 K | 100.00% | 0.08% |
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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:
Bank of New York Mellon Corp: 23,989
SummerHaven Investment Management, LLC: 22,372
HSBC HOLDINGS PLC: 11,508
RITHOLTZ WEALTH MANAGEMENT: 6,907
Nuveen, LLC: 5,902
Wealthspire Advisors, LLC: 5,742
47.54% 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 $120.74 M in transactions.