Union Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 11/13/2025 | 192.25 K | $4.76 M | -31.38% | 4.20% |
| VANGUARD GROUP INC | 11/07/2025 | 185.10 K | $4.58 M | 0.29% | 4.05% |
| BLACKROCK, INC. | 11/12/2025 | 160.91 K | $3.98 M | 20.60% | 3.52% |
| CARDINAL CAPITAL MANAGEMENT | 10/23/2025 | 96.20 K | $2.38 M | 13.83% | 2.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 86.07 K | $2.13 M | -0.28% | 1.88% |
| NORTHERN TRUST CORP | 11/14/2025 | 45.98 K | $1.14 M | -9.34% | 1.01% |
| SPEARS ABACUS ADVISORS LLC | 11/14/2025 | 42.08 K | $1.04 M | 0.00% | 0.92% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 40.99 K | $1.02 M | 4.35% | 0.90% |
| STATE STREET CORP | 11/14/2025 | 36.63 K | $906.86 K | 7.48% | 0.80% |
| LPL FINANCIAL LLC | 11/12/2025 | 31.28 K | $774.40 K | 3.85% | 0.68% |
| TRUST CO OF VERMONT | 10/14/2025 | 29.32 K | $726.04 K | 0.69% | 0.64% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 19.01 K | $470.76 K | 10.81% | 0.42% |
| TRUEMARK INVESTMENTS, LLC | 10/30/2025 | 14.96 K | $370.41 K | 100.00% | 0.33% |
| MORGAN STANLEY | 11/14/2025 | 14.42 K | $356.99 K | -20.52% | 0.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 11.21 K | $277.56 K | -0.38% | 0.25% |
| CITADEL ADVISORS LLC | 11/14/2025 | 10.02 K | $248.17 K | 100.00% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 8.52 K | $210.96 K | 100.00% | 0.19% |
| BARCLAYS PLC | 11/12/2025 | 5.99 K | $148.41 K | -14.37% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 4.85 K | $120.11 K | -17.23% | 0.11% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 4.70 K | $116.35 K | 100.00% | 0.10% |
| RHUMBLINE ADVISERS | 11/06/2025 | 3.23 K | $79.94 K | -15.43% | 0.07% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.04 K | $75.30 K | 13.47% | 0.07% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 2.90 K | $71.80 K | -25.64% | 0.06% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 2.54 K | $62.96 K | 100.00% | 0.06% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 1.73 K | $42.93 K | -12.73% | 0.04% |
| UBS GROUP AG | 11/13/2025 | 1.71 K | $42.39 K | -29.92% | 0.04% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.69 K | $41.80 K | -2.48% | 0.04% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 1.20 K | $29.76 K | 100.00% | 0.03% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10/24/2025 | 775 | $19.45 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 767 | $18.99 K | 100.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 738 | $18.27 K | 2.64% | 0.02% |
| CLEAN YIELD GROUP | 10/23/2025 | 450 | $11.14 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 400 | $9.90 K | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 372 | $9.21 K | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 227 | $5.62 K | 0.00% | 0.01% |
| CITIGROUP INC | 11/10/2025 | 151 | $3.74 K | -88.27% | 0.00% |
| AMALGAMATED BANK | 10/29/2025 | 124 | $3.00 K | 0.00% | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 10/07/2025 | 120 | $2.97 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 61 | $2.00 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 60 | $1.49 K | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 32 | $793 | 100.00% | 0.00% |
| CWM, LLC | 10/15/2025 | 26 | $1.00 K | 100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 24 | $594 | 71.43% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 24 | $594 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 7 | $173 | 100.00% | 0.00% |
| IFP ADVISORS, INC | 12/02/2025 | 1 | $25 | 100.00% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 10/21/2025 | 1 | $25 | 100.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Union Bankshares, Inc. institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of Union Bankshares, Inc.. The most heavily invested institutionals were:
FMR LLC: 192,253
VANGUARD GROUP INC: 185,095
BlackRock, Inc.: 160,913
Cardinal Capital Management: 96,203
GEODE CAPITAL MANAGEMENT, LLC: 86,065
NORTHERN TRUST CORP: 45,977
23.24% of Union Bankshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.33 M shares in the last 24 months. This purchase volume represents approximately $30.64 M in transactions.