Union Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 200.03 K | $4.86 M | 2.22% | 4.37% |
| 05/15/2026 | 149.47 K | $3.64 M | 100.00% | 3.27% | |
| CARDINAL CAPITAL MANAGEMENT | 04/08/2026 | 102.56 K | $2.49 M | 7.13% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 88.48 K | $2.15 M | 1.34% | 1.94% |
| NORTHERN TRUST CORP | 05/14/2026 | 47.64 K | $1.16 M | 5.83% | 1.04% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 41.05 K | $998.35 K | 0.00% | 0.90% |
| SPEARS ABACUS ADVISORS LLC | 05/15/2026 | 40.17 K | $976.91 K | 0.00% | 0.88% |
| STATE STREET CORP | 05/15/2026 | 36.58 K | $889.50 K | -1.88% | 0.80% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 29.11 K | $707.86 K | 122.22% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 25.35 K | $616.46 K | 100.00% | 0.55% |
| 05/08/2026 | 21.76 K | $529.13 K | 100.00% | 0.48% | |
| MORGAN STANLEY | 05/15/2026 | 19.80 K | $481.59 K | -4.76% | 0.43% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 18.23 K | $443.40 K | 1.11% | 0.40% |
| LPL FINANCIAL LLC | 05/06/2026 | 13.87 K | $337.38 K | -53.96% | 0.30% |
| CITADEL ADVISORS LLC | 05/15/2026 | 11.55 K | $280.80 K | -11.16% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 11.21 K | $272.63 K | 0.00% | 0.25% |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | 04/08/2026 | 8.18 K | $199.59 K | 100.00% | 0.18% |
| BARCLAYS PLC | 05/15/2026 | 3.76 K | $91.52 K | -55.95% | 0.08% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 3.23 K | $78.58 K | -29.87% | 0.07% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 2.90 K | $70.53 K | 0.00% | 0.06% |
| RHUMBLINE ADVISERS | 05/12/2026 | 2.83 K | $68.84 K | 15.03% | 0.06% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.10 K | $50.96 K | -55.94% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 1.81 K | $44.07 K | 1.91% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 1.63 K | $39.59 K | 100.00% | 0.04% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.48 K | $35.82 K | 1.72% | 0.03% |
| UBS GROUP AG | 05/05/2026 | 1.36 K | $33.00 K | 15.59% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 1.20 K | $29.23 K | 0.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 1.01 K | $24.61 K | -8.25% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 941 | $22.89 K | 106.81% | 0.02% |
| FMR LLC | 05/15/2026 | 696 | $16.93 K | 7.57% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 518 | $12.00 K | 229.94% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 472 | $11.47 K | 18.30% | 0.01% |
| CLEAN YIELD GROUP | 04/14/2026 | 450 | $10.94 K | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 05/13/2026 | 372 | $9.05 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 330 | $8.03 K | -17.50% | 0.01% |
| CITIGROUP INC | 05/11/2026 | 191 | $4.65 K | 130.12% | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 05/13/2026 | 120 | $2.92 K | 0.00% | 0.00% |
| 04/22/2026 | 116 | $2.83 K | 100.00% | 0.00% | |
| CWM, LLC | 05/14/2026 | 99 | $2.41 K | 125.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 62 | $1.51 K | 0.00% | 0.00% |
| SCARBOROUGH ADVISORS, LLC | 05/07/2026 | 58 | $1.41 K | 100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 04/22/2026 | 30 | $730 | -21.05% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 23 | $559 | 0.00% | 0.00% |
| GAMMA INVESTING LLC | 04/06/2026 | 17 | $413 | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 9 | $219 | -18.18% | 0.00% |
| 05/21/2026 | 7 | $170 | -61.11% | 0.00% | |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 4 | $98 | 300.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 3 | $73 | 100.00% | 0.00% |
| ROOT FINANCIAL PARTNERS, LLC | 04/24/2026 | 3 | $73 | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 2 | $49 | 100.00% | 0.00% |
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Union Bankshares, Inc. institutional Ownership - FAQ's
During the previous two years, 68 institutional investors and hedge funds held shares of Union Bankshares, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 200,031
Cardinal Capital Management: 102,560
GEODE CAPITAL MANAGEMENT, LLC: 88,480
NORTHERN TRUST CORP: 47,643
DIMENSIONAL FUND ADVISORS LP: 41,052
Spears Abacus Advisors LLC: 40,169
19.53% of Union Bankshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.21 M shares in the last 24 months. This purchase volume represents approximately $29.12 M in transactions.