UNB Union Bankshares Inc

AMX
$23.76

Union Bankshares Inc (UNB) Institutional Ownership

What the institutions did with UNB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers reporting
65
filed a 13F this quarter
Managers holding
50
-2 on the quarter
Buyers
25
13 opened new
Sellers
32
15 sold out entirely
Buyer share
43.9%
of managers who traded it
Breadth
-12.3
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
VANGUARD CAPITAL MANAGEMENT LLC 151.2K 19.2%
Cardinal Capital Management 104.5K 13.3%
Truffle Hound Capital, LLC 80.0K 10.2%
BlackRock, Inc. 65.9K 8.4%
GEODE CAPITAL MANAGEMENT, LLC 45.2K 5.7%
DIMENSIONAL FUND ADVISORS LP 41.1K 5.2%
Cannell & Spears LLC 40.2K 5.1%
MILLENNIUM MANAGEMENT LLC 31.7K 4.0%
TRUST CO OF VERMONT 29.3K 3.7%
VANGUARD FIDUCIARY TRUST CO 22.4K 2.8%
RENAISSANCE TECHNOLOGIES LLC 21.9K 2.8%
MORGAN STANLEY 21.2K 2.7%
GOLDMAN SACHS GROUP INC 16.7K 2.1%
NORTHERN TRUST CORP 16.5K 2.1%
JANE STREET GROUP, LLC 14.0K 1.8%
LPL Financial LLC 13.9K 1.8%
AQR CAPITAL MANAGEMENT LLC 13.4K 1.7%
STATE STREET CORP 11.2K 1.4%
HSBC HOLDINGS PLC 10.5K 1.3%
CITADEL ADVISORS LLC 9.4K 1.2%
Squarepoint Ops LLC 9.3K 1.2%
Community Financial Services Group, LLC 7.2K 0.9%
BARCLAYS PLC 2.9K 0.4%
Russell Investments Group, Ltd. 2.1K 0.3%
Vanguard Global Advisers, LLC 1.6K 0.2%

Largest changes

Manager Action Previous Current Change
BlackRock, Inc. Reduced 200.0K 65.9K -134.1K
Truffle Hound Capital, LLC New 0 80.0K +80.0K
GEODE CAPITAL MANAGEMENT, LLC Reduced 88.5K 45.2K -43.3K
MILLENNIUM MANAGEMENT LLC New 0 31.7K +31.7K
NORTHERN TRUST CORP Reduced 47.6K 16.5K -31.1K
STATE STREET CORP Reduced 36.6K 11.2K -25.4K
VANGUARD PORTFOLIO MANAGEMENT LLC Sold Out 21.8K 0 -21.8K
JANE STREET GROUP, LLC New 0 14.0K +14.0K
AQR CAPITAL MANAGEMENT LLC New 0 13.4K +13.4K
GOLDMAN SACHS GROUP INC Reduced 29.1K 16.7K -12.4K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Sold Out 11.2K 0 -11.2K
HSBC HOLDINGS PLC New 0 10.5K +10.5K
Squarepoint Ops LLC New 0 9.3K +9.3K
RENAISSANCE TECHNOLOGIES LLC Increased 18.2K 21.9K +3.6K
DEUTSCHE BANK AG\ Sold Out 3.2K 0 -3.2K
VANGUARD FIDUCIARY TRUST CO Reduced 25.3K 22.4K -2.9K
NEW YORK STATE COMMON RETIREMENT FUND Sold Out 2.9K 0 -2.9K
RHUMBLINE ADVISERS Sold Out 2.8K 0 -2.8K
CITADEL ADVISORS LLC Reduced 11.5K 9.4K -2.2K
Cardinal Capital Management Increased 102.6K 104.5K +1.9K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Sold Out 1.8K 0 -1.8K
VANGUARD CAPITAL MANAGEMENT LLC Increased 149.5K 151.2K +1.8K
Russell Investments Group, Ltd. Increased 472 2.1K +1.6K
MORGAN STANLEY Increased 19.8K 21.2K +1.4K
JPMORGAN CHASE & CO Reduced 1.5K 49 -1.4K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.