Union Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 151.23 K | $3.67 M | 1.18% | 3.16% |
| CARDINAL CAPITAL MANAGEMENT | 07/21/2026 | 104.51 K | $2.54 M | 1.90% | 2.18% |
| TRUFFLE HOUND CAPITAL, LLC | 08/06/2026 | 80.00 K | $1.94 M | 100.00% | 1.67% |
| BLACKROCK, INC. | 08/07/2026 | 65.94 K | $1.60 M | -67.03% | 1.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 45.22 K | $1.10 M | -48.89% | 0.94% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 41.05 K | $995.89 K | 0.00% | 0.86% |
| SPEARS ABACUS ADVISORS LLC | 08/11/2026 | 40.17 K | $974.50 K | 0.00% | 0.84% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 31.71 K | $769.26 K | 100.00% | 0.66% |
| TRUST CO OF VERMONT | 08/07/2026 | 29.32 K | $711.38 K | 100.00% | 0.61% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 22.44 K | $544.35 K | -11.48% | 0.47% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 21.85 K | $530.13 K | 19.86% | 0.46% |
| MORGAN STANLEY | 08/13/2026 | 21.24 K | $515.19 K | 7.24% | 0.44% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 16.72 K | $405.70 K | -42.54% | 0.35% |
| NORTHERN TRUST CORP | 08/13/2026 | 16.49 K | $400.14 K | -65.38% | 0.34% |
| JANE STREET GROUP, LLC | 08/14/2026 | 13.97 K | $338.82 K | 100.00% | 0.29% |
| LPL FINANCIAL LLC | 08/07/2026 | 13.92 K | $337.79 K | 0.37% | 0.29% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 13.39 K | $324.83 K | 100.00% | 0.28% |
| STATE STREET CORP | 08/07/2026 | 11.19 K | $271.49 K | -69.40% | 0.23% |
| HSBC HOLDINGS PLC | 08/14/2026 | 10.54 K | $251.58 K | 100.00% | 0.22% |
| CITADEL ADVISORS LLC | 09/02/2026 | 9.38 K | $227.58 K | -18.75% | 0.20% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 9.26 K | $224.67 K | 100.00% | 0.19% |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | 07/09/2026 | 7.18 K | $177.20 K | -12.22% | 0.15% |
| BARCLAYS PLC | 08/14/2026 | 2.91 K | $70.67 K | -22.59% | 0.06% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 2.05 K | $49.74 K | 334.32% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 1.63 K | $39.50 K | 0.00% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 1.11 K | $26.95 K | -18.13% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 771 | $18.69 K | -63.22% | 0.02% |
| FMR LLC | 08/13/2026 | 745 | $18.08 K | 7.04% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 535 | $12.98 K | 100.00% | 0.01% |
| HANSON & DOREMUS INVESTMENT MANAGEMENT | 07/29/2026 | 500 | $12.00 K | 100.00% | 0.01% |
| CLEAN YIELD GROUP | 08/05/2026 | 450 | $10.92 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 223 | $5.00 K | -56.95% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 144 | $3.49 K | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 133 | $3.23 K | -85.87% | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 07/14/2026 | 120 | $2.91 K | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 86 | $2.09 K | -91.50% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 57 | $1.38 K | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 49 | $1.18 K | -96.69% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 23 | $558 | 2,200.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 23 | $558 | 0.00% | 0.00% |
| ESSENTIAL PARTNERS LLC | 08/10/2026 | 20 | $485 | 185.71% | 0.00% |
| GAMMA INVESTING LLC | 07/07/2026 | 17 | $412 | 0.00% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 12 | $291 | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 9 | $219 | 125.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 8 | $194 | -11.11% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 7 | $170 | 133.33% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 07/16/2026 | 5 | $122 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 5 | $121 | -91.94% | 0.00% |
| FORTITUDE FAMILY OFFICE, LLC | 07/20/2026 | 2 | $49 | 100.00% | 0.00% |
| WEALTH ENHANCEMENT TRUST SERVICES, INC. | 07/22/2026 | 1 | $24 | 100.00% | 0.00% |
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Union Bankshares, Inc. institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of Union Bankshares, Inc.. The most heavily invested institutionals were:
VANGUARD CAPITAL MANAGEMENT LLC: 151,233
Cardinal Capital Management: 104,509
Truffle Hound Capital, LLC: 80,000
BlackRock, Inc.: 65,942
GEODE CAPITAL MANAGEMENT, LLC: 45,223
DIMENSIONAL FUND ADVISORS LP: 41,052
16.45% of Union Bankshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.25 M shares in the last 24 months. This purchase volume represents approximately $30.02 M in transactions.