First United Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 456.25 K | $20.13 M | 16.71% | 7.07% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 361.92 K | $15.96 M | 0.27% | 5.61% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 269.29 K | $11.88 M | 0.12% | 4.17% |
| GENDELL JEFFREY L | 08/14/2026 | 178.35 K | $7.87 M | 0.00% | 2.76% |
| DE LISLE PARTNERS LLP | 08/12/2026 | 164.39 K | $7.28 M | 0.00% | 2.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 151.70 K | $6.69 M | 8.69% | 2.35% |
| HUBER CAPITAL MANAGEMENT LLC | 08/12/2026 | 119.94 K | $5.29 M | 0.00% | 1.86% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 113.55 K | $5.01 M | 0.17% | 1.76% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 111.20 K | $4.90 M | 7.34% | 1.72% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 106.84 K | $4.71 M | 12.82% | 1.66% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 101.77 K | $4.49 M | 1.19% | 1.58% |
| STATE STREET CORP | 08/07/2026 | 85.44 K | $3.77 M | -2.19% | 1.32% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 75.78 K | $3.34 M | 0.00% | 1.17% |
| NORTHERN TRUST CORP | 08/13/2026 | 64.43 K | $2.84 M | 8.32% | 1.00% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 62.89 K | $2.77 M | -2.14% | 0.97% |
| PINNACLE HOLDINGS, LLC | 08/12/2026 | 58.92 K | $2.60 M | -0.10% | 0.91% |
| MORGAN STANLEY | 08/13/2026 | 52.96 K | $2.34 M | -1.30% | 0.82% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 47.82 K | $2.11 M | 26.66% | 0.74% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 40.79 K | $1.80 M | 17.32% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 39.64 K | $1.75 M | 4.46% | 0.61% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 38.11 K | $1.68 M | 0.00% | 0.59% |
| DAYTONA STREET CAPITAL LLC | 08/03/2026 | 37.13 K | $1.64 M | 0.00% | 0.58% |
| MARSHALL WACE, LLP | 08/13/2026 | 29.24 K | $1.29 M | 2.17% | 0.45% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 25.58 K | $1.13 M | 6.62% | 0.40% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 24.00 K | $1.06 M | 5.70% | 0.37% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 23.34 K | $1.03 M | -18.91% | 0.36% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 22.61 K | $997.46 K | 0.01% | 0.35% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 07/21/2026 | 22.37 K | $986.83 K | 0.00% | 0.35% |
| HOLDCO ASSET MANAGEMENT, LP | 08/14/2026 | 20.80 K | $917.66 K | 0.00% | 0.32% |
| CITADEL ADVISORS LLC | 09/02/2026 | 19.93 K | $879.02 K | -13.91% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 17.65 K | $778.59 K | 10.85% | 0.27% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 17.65 K | $778.59 K | 100.00% | 0.27% |
| ANGEL OAK CAPITAL ADVISORS, LLC | 08/12/2026 | 17.00 K | $749.87 K | -28.27% | 0.26% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 14.77 K | $651.55 K | -23.38% | 0.23% |
| ROYAL BANK OF CANADA | 08/14/2026 | 13.15 K | $580.00 K | -13.39% | 0.20% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 12.06 K | $531.88 K | -3.66% | 0.19% |
| NUVEEN, LLC | 08/11/2026 | 11.99 K | $528.66 K | 103.07% | 0.19% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 11.62 K | $513.00 K | 8.87% | 0.18% |
| HSBC HOLDINGS PLC | 08/14/2026 | 11.48 K | $501.97 K | -0.21% | 0.18% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 11.10 K | $489.62 K | -23.16% | 0.17% |
| BARCLAYS PLC | 08/14/2026 | 10.18 K | $448.95 K | -5.84% | 0.16% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 8.13 K | $358.39 K | 9.13% | 0.13% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 7.78 K | $343.22 K | -8.40% | 0.12% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 7.68 K | $338.57 K | 100.00% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 7.11 K | $313.80 K | 0.69% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 6.95 K | $306.61 K | -26.19% | 0.11% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 6.30 K | $277.85 K | 0.00% | 0.10% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 5.81 K | $256.41 K | -15.84% | 0.09% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 5.74 K | $253.28 K | 0.00% | 0.09% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 5.60 K | $246.80 K | 100.00% | 0.09% |
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First United Corp. institutional Ownership - FAQ's
During the previous two years, 112 institutional investors and hedge funds held shares of First United Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 456,248
DIMENSIONAL FUND ADVISORS LP: 361,916
VANGUARD CAPITAL MANAGEMENT LLC: 269,289
GENDELL JEFFREY L: 178,352
De Lisle Partners LLP: 164,390
GEODE CAPITAL MANAGEMENT, LLC: 151,702
49.84% of First United Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 3.83 M shares in the last 24 months. This purchase volume represents approximately $138.98 M in transactions.