First United Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 366.86 K | $13.49 M | -1.09% | 5.65% |
| BLACKROCK, INC. | 11/12/2025 | 347.17 K | $12.77 M | 5.02% | 5.35% |
| VANGUARD GROUP INC | 11/07/2025 | 341.16 K | $12.54 M | -1.01% | 5.26% |
| GENDELL JEFFREY L | 11/14/2025 | 178.35 K | $6.56 M | 0.00% | 2.75% |
| DE LISLE PARTNERS LLP | 11/13/2025 | 150.39 K | $5.52 M | 0.00% | 2.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 139.41 K | $5.13 M | -0.38% | 2.15% |
| FOURTHSTONE LLC | 11/14/2025 | 135.37 K | $4.98 M | 41.57% | 2.09% |
| HUBER CAPITAL MANAGEMENT LLC | 11/13/2025 | 119.94 K | $4.41 M | 0.00% | 1.85% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 117.60 K | $4.32 M | -3.69% | 1.81% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 102.73 K | $3.78 M | 12.33% | 1.58% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 101.12 K | $3.72 M | 1.19% | 1.56% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 92.90 K | $3.41 M | 1.00% | 1.43% |
| STATE STREET CORP | 11/14/2025 | 79.39 K | $2.92 M | 18.11% | 1.22% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 70.24 K | $2.58 M | -0.19% | 1.08% |
| NORTHERN TRUST CORP | 11/14/2025 | 60.48 K | $2.22 M | -6.49% | 0.93% |
| PINNACLE HOLDINGS, LLC | 11/12/2025 | 58.98 K | $2.17 M | 0.00% | 0.91% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 47.87 K | $1.76 M | 49.51% | 0.74% |
| MORGAN STANLEY | 11/14/2025 | 41.11 K | $1.51 M | -26.34% | 0.63% |
| TRUEMARK INVESTMENTS, LLC | 10/30/2025 | 34.86 K | $1.28 M | 100.00% | 0.54% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 32.58 K | $1.20 M | 12.29% | 0.50% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 32.01 K | $1.18 M | -9.27% | 0.49% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 30.65 K | $1.13 M | 5.26% | 0.47% |
| ANGEL OAK CAPITAL ADVISORS, LLC | 11/13/2025 | 27.70 K | $1.02 M | -17.80% | 0.43% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 25.18 K | $925.87 K | 100.00% | 0.39% |
| HOLDCO ASSET MANAGEMENT, LP | 11/14/2025 | 20.80 K | $764.96 K | 0.00% | 0.32% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 20.23 K | $743.89 K | 23.02% | 0.31% |
| MARSHALL WACE, LLP | 11/13/2025 | 20.20 K | $742.64 K | 100.00% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 17.97 K | $660.90 K | 0.00% | 0.28% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 15.90 K | $585.00 K | 0.00% | 0.25% |
| ROYAL BANK OF CANADA | 11/14/2025 | 15.14 K | $557.00 K | -24.03% | 0.23% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 14.27 K | $524.82 K | -24.72% | 0.22% |
| NUVEEN, LLC | 11/12/2025 | 13.35 K | $490.77 K | 70.31% | 0.21% |
| JANE STREET GROUP, LLC | 11/14/2025 | 11.25 K | $413.48 K | 100.00% | 0.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 10.93 K | $402.00 K | 0.00% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 10.75 K | $395.39 K | -9.86% | 0.17% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 8.43 K | $310.11 K | -15.75% | 0.13% |
| INVESCO LTD. | 11/13/2025 | 8.11 K | $298.02 K | -27.01% | 0.12% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 8.10 K | $297.84 K | -17.35% | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 7.73 K | $284.12 K | -78.96% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 6.97 K | $256.19 K | 0.66% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 6.75 K | $248.35 K | -66.52% | 0.10% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 6.50 K | $239.12 K | 100.00% | 0.10% |
| RHUMBLINE ADVISERS | 11/06/2025 | 5.73 K | $210.58 K | -0.16% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2025 | 5.71 K | $209.92 K | -84.34% | 0.09% |
| JPMORGAN CHASE & CO | 11/26/2025 | 5.21 K | $191.50 K | 9.02% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 5.06 K | $186.06 K | -3.01% | 0.08% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 5.00 K | $183.70 K | 100.00% | 0.08% |
| LOGAN CAPITAL MANAGEMENT INC | 11/14/2025 | 4.95 K | $182.05 K | 0.00% | 0.08% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 4.62 K | $169.74 K | 19.46% | 0.07% |
| UBS GROUP AG | 11/13/2025 | 4.19 K | $154.18 K | -7.74% | 0.06% |
First United Corporation institutional Ownership - FAQ's
During the previous two years, 93 institutional investors and hedge funds held shares of First United Corporation. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 366,864
BlackRock, Inc.: 347,170
VANGUARD GROUP INC: 341,163
GENDELL JEFFREY L: 178,352
De Lisle Partners LLP: 150,390
GEODE CAPITAL MANAGEMENT, LLC: 139,408
46.56% of First United Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 3.29 M shares in the last 24 months. This purchase volume represents approximately $126.80 M in transactions.