Who Owns Union Bankshares, Inc. (UNB)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$6.100008500016999e+80T
% of Float Held
—
QoQ Change in Holders
+14 / -1
Price History
UNB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| TRUST CO OF VERMONT | New Position | +29K | +$695.0M |
| Clean Yield Group | New Position | +450 | +$10.0M |
| Cardinal Capital Management | New Position | +96K | +$2.3M |
| CWM, LLC | New Position | +44 | +$1K |
| MAI Capital Management | New Position | +1 | +$0 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | +1K | +$0 |
| Empowered Funds, LLC | New Position | +400 | +$0 |
| Capital Advisors, Ltd. LLC | New Position | +2 | +$0 |
| EverSource Wealth Advisors, LLC | New Position | +1 | +$0 |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| SBI Securities Co., Ltd. | New Position | +23 | +$0 |
| Covestor Ltd | New Position | +1 | +$0 |
| NEW YORK STATE COMMON RETIREMENT FUND | New Position | +3K | +$0 |
| GOLDMAN SACHS GROUP INC | New Position | +13K | +$0 |
| AMALGAMATED BANK | New Position | +114 | +$0 |
UNB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| NORTHERN TRUST CORP | Decreased | -957 | -$1.1B |
| Cannell & Spears LLC | Decreased | -2K | -$1.0B |
| LPL Financial LLC | Decreased | -1K | -$774.4M |
| RENAISSANCE TECHNOLOGIES LLC | Decreased | -981 | -$470.8M |
| DEUTSCHE BANK AG\ | Decreased | -92 | -$116.3M |
| RHUMBLINE ADVISERS | Decreased | -768 | -$79.9M |
| Russell Investments Group, Ltd. | Decreased | -2K | -$63.0M |
| JPMORGAN CHASE & CO | Decreased | -234 | -$41.0M |
| Tower Research Capital LLC (TRC) | Decreased | -312 | -$19.0M |
| UBS Group AG | Decreased | -538 | -$16.4M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Decreased | -4 | -$5.6M |
| FMR LLC | Decreased | -192K | -$4.8M |
| CITIGROUP INC | Decreased | -68 | -$3.7M |
| Arax Advisory Partners | Closed Position | -32 | -$793K |
Top Institutional Holders(Q4 2025)
UNB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 49 | $744.2M | +13 |
| Q3 2025 | 36 | $5.7B | +2 |
| Q2 2025 | 34 | $13.1B | -1 |
| Q1 2025 | 35 | $12.1B | +2 |
| Q4 2024 | 33 | $7.9B | +8 |
| Q3 2024 | 25 | $2.0T | -1 |
| Q2 2024 | 26 | $930.9B | -2 |
| Q1 2024 | 28 | $780.0T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold UNB (Union Bankshares, Inc.). The largest holder is TRUST CO OF VERMONT with $610.0M in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own UNB?
As of Q4 2025, 50 institutional investors report holding UNB (Union Bankshares, Inc.) in their 13F filings.
Who is the largest institutional holder of UNB?
The largest institutional holder of UNB is TRUST CO OF VERMONT with $610.0M in shares.
Is institutional ownership of UNB increasing or decreasing?
This quarter, 14 institutions opened new positions in UNB and 1 closed their positions.