Who Owns United Bancorp Stock?
NASDAQ: UBCPFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 14.21%
- Held by insiders
- 16.82%
- Institutional holders
- 37
- Institutions 14.2%
- Insiders 16.8%
- Public and other 69.0%
Who owns United Bancorp stock?
Institutional investors own about 14.2% of United Bancorp's shares, spread across 37 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 16.82% of UBCP.
The largest institutional holders are Vanguard Capital Management LLC (1.97%), Commonwealth Financial Services, LLC (1.55%) and Post Resch Tallon Group Inc. (0.97%). Together, the top 10 institutions control 9.5% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their UBCP positions and 0 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UBCP
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Vanguard Capital Management LLC | 112.92K | 1.97% | +24.2% |
| Commonwealth Financial Services, LLC | 89.16K | 1.55% | +2.1% |
| Post Resch Tallon Group Inc. | 55.67K | 0.97% | +28.9% |
| Geode Capital Management, LLC | 54.76K | 0.95% | +10.3% |
| Stratos Wealth Partners, Ltd. | 48.77K | 0.85% | +100.0% |
| Dimensional Fund Advisors LP | 45.51K | 0.79% | +0.8% |
| Bahl & Gaynor LLC | 40.05K | 0.70% | 0.0% |
| Vawter Financial, Ltd. | 36.39K | 0.63% | +0.2% |
| Appalachian Capital Management Ltd | 33.39K | 0.58% | +0.0% |
| Wesbanco Bank Inc. | 31.36K | 0.55% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of UBCP
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 62.34K | 1.09% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 46.91K | 0.82% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 26.31K | 0.46% |
| iShares Trust-iShares Micro-Cap ETF | 17.13K | 0.30% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio | 11.08K | 0.19% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 8.79K | 0.15% |
| Bridgeway Funds, Inc.-Omni Small-Cap Value Fund | 8.40K | 0.15% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 7.52K | 0.13% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio | 5.66K | 0.10% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 4.77K | 0.08% |
Frequently asked questions
Who is the largest shareholder of United Bancorp?
Vanguard Capital Management LLC is the largest institutional shareholder of UBCP, owning 1.97% of shares outstanding (112.92K shares) as of its latest 13F filing.
What percentage of United Bancorp is owned by institutions?
Institutions own about 14.2% of UBCP shares and 17.1% of the public float.
How much of United Bancorp do insiders own?
Insiders, such as officers and directors, own about 16.82% of UBCP shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.