Who Owns Union Bankshares Stock?
NASDAQ: UNBFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 16.04%
- Held by insiders
- 26.00%
- Institutional holders
- 64
- Institutions 16.0%
- Insiders 26.0%
- Public and other 58.0%
Who owns Union Bankshares stock?
Institutional investors own about 16.0% of Union Bankshares's shares, spread across 64 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 26.00% of UNB.
The largest institutional holders are Vanguard Capital Management LLC (3.06%), Cardinal Capital Management (2.11%) and Truffle Hound Capital, LLC (1.62%). Together, the top 10 institutions control 12.4% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their UNB positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UNB
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Vanguard Capital Management LLC | 151.23K | 3.06% | +1.2% |
| Cardinal Capital Management | 104.51K | 2.11% | +1.9% |
| Truffle Hound Capital, LLC | 80.00K | 1.62% | +100.0% |
| Blackrock Inc. | 65.94K | 1.33% | -67.0% |
| Geode Capital Management, LLC | 45.22K | 0.91% | -48.9% |
| Dimensional Fund Advisors LP | 41.05K | 0.83% | 0.0% |
| Cannell & Spears LLC | 40.17K | 0.81% | 0.0% |
| Millennium Management Llc | 31.71K | 0.64% | +100.0% |
| TRUST CO OF VERMONT | 29.32K | 0.59% | 0.0% |
| Vanguard Fiduciary Trust Co | 22.44K | 0.45% | -11.5% |
% 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 UNB
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 107.20K | 2.17% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 42.16K | 0.85% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 19.31K | 0.39% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 18.50K | 0.37% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 15.31K | 0.31% |
| iShares Trust-iShares Micro-Cap ETF | 13.99K | 0.28% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 7.33K | 0.15% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 6.79K | 0.14% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 6.11K | 0.12% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Growth Index Fund | 3.31K | 0.07% |
Frequently asked questions
Who is the largest shareholder of Union Bankshares?
Vanguard Capital Management LLC is the largest institutional shareholder of UNB, owning 3.06% of shares outstanding (151.23K shares) as of its latest 13F filing.
What percentage of Union Bankshares is owned by institutions?
Institutions own about 16.0% of UNB shares and 21.7% of the public float.
How much of Union Bankshares do insiders own?
Insiders, such as officers and directors, own about 26.00% of UNB 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.