Union Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 198.18 K | $4.70 M | 7.07% | 4.33% |
| BLACKROCK, INC. | 02/12/2026 | 195.68 K | $4.64 M | 21.61% | 4.28% |
| CARDINAL CAPITAL MANAGEMENT | 01/30/2026 | 95.73 K | $2.27 M | -0.49% | 2.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 87.31 K | $2.07 M | 1.45% | 1.91% |
| NORTHERN TRUST CORP | 02/17/2026 | 45.02 K | $1.07 M | -2.08% | 0.98% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 41.05 K | $974.12 K | 0.15% | 0.90% |
| SPEARS ABACUS ADVISORS LLC | 02/17/2026 | 40.17 K | $953.21 K | -4.54% | 0.88% |
| STATE STREET CORP | 02/13/2026 | 37.28 K | $884.54 K | 1.77% | 0.82% |
| LPL FINANCIAL LLC | 02/11/2026 | 30.13 K | $714.99 K | -3.66% | 0.66% |
| TRUST CO OF VERMONT | 01/16/2026 | 29.32 K | $695.84 K | 0.00% | 0.64% |
| MORGAN STANLEY | 02/13/2026 | 20.79 K | $493.38 K | 44.20% | 0.45% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 18.03 K | $427.90 K | -5.16% | 0.39% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 13.10 K | $310.82 K | 100.00% | 0.29% |
| CITADEL ADVISORS LLC | 02/17/2026 | 13.00 K | $308.40 K | 29.66% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 11.21 K | $266.01 K | 0.00% | 0.25% |
| BARCLAYS PLC | 02/13/2026 | 8.54 K | $202.70 K | 42.51% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.31 K | $125.89 K | 9.36% | 0.12% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 4.76 K | $112.88 K | 56.43% | 0.10% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 4.61 K | $109.32 K | -1.96% | 0.10% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 2.90 K | $68.82 K | 0.00% | 0.06% |
| RHUMBLINE ADVISERS | 02/13/2026 | 2.46 K | $58.39 K | -23.78% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.79 K | $42.42 K | 100.00% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 1.78 K | $42.19 K | 2.54% | 0.04% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.45 K | $34.50 K | -13.86% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 1.20 K | $28.52 K | 0.00% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 1.17 K | $27.86 K | -31.43% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 1.10 K | $26.17 K | 49.46% | 0.02% |
| FMR LLC | 02/17/2026 | 647 | $15.36 K | -99.66% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 455 | $10.80 K | -40.68% | 0.01% |
| CLEAN YIELD GROUP | 01/26/2026 | 450 | $10.68 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 400 | $9.49 K | 0.00% | 0.01% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 400 | $9.49 K | 100.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 399 | $9.47 K | -84.31% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 372 | $8.83 K | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 223 | $5.29 K | -1.76% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 157 | $4.00 K | 157.38% | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 02/05/2026 | 120 | $2.85 K | 0.00% | 0.00% |
| AMALGAMATED BANK | 02/05/2026 | 114 | $3.00 K | -8.06% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 83 | $1.97 K | -45.03% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 62 | $1.47 K | 3.33% | 0.00% |
| CWM, LLC | 01/26/2026 | 44 | $1.00 K | 69.23% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 38 | $902 | 58.33% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 23 | $546 | -4.17% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 11 | $261 | 57.14% | 0.00% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 1 | $24 | 100.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 1 | $24 | 0.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 1 | $24 | 100.00% | 0.00% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 01/28/2026 | 0 | $0 | -100.00% | 0.00% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Union Bankshares, Inc. institutional Ownership - FAQ's
During the previous two years, 65 institutional investors and hedge funds held shares of Union Bankshares, Inc.. The most heavily invested institutionals were:
Cardinal Capital Management: 102,560
Community Financial Services Group, LLC: 8,180
UBS Group AG: 1,357
Police & Firemen's Retirement System of New Jersey: 1,202
Clean Yield Group: 450
Farther Finance Advisors, LLC: 62
20.06% of Union Bankshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.19 M shares in the last 24 months. This purchase volume represents approximately $28.67 M in transactions.