FIRST UTD CORP (FUNC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
88
Reporting holders
$136.0M
Reported value
47.8%
Of shares outstanding
0.0%
Held as options
+6
Holder change
Institutions report 3,082,441 shares against 6,453,836 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $20.1M | 456,248 | 0.00% | 8q | +16.7%+$2.9M |
| DIMENSIONAL FUND ADVISORS LP | $16.0M | 361,916 | 0.00% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.9M | 269,289 | 0.00% | 2q | HELD |
| GENDELL JEFFREY L | $7.9M | 178,352 | 0.07% | 31q | HELD |
| De Lisle Partners LLP | $7.3M | 164,390 | 0.79% | 10q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $6.7M | 151,702 | 0.00% | 31q | +8.7%+$535.4K |
| Huber Capital Management LLC | $5.3M | 119,937 | 0.78% | 17q | HELD |
| AMERICAN CENTURY COMPANIES INC | $5.0M | 113,551 | 0.00% | 21q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $4.9M | 111,195 | 0.01% | 30q | +7.3%+$335.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.5M | 101,766 | 0.00% | 11q | +1.2%+$52.7K |
| STATE STREET CORP | $3.8M | 85,440 | 0.00% | 20q | -2.2%-$84.5K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.3M | 75,780 | 0.06% | 31q | HELD |
| NORTHERN TRUST CORP | $2.8M | 64,429 | 0.00% | 31q | +8.3%+$218.2K |
| GOLDMAN SACHS GROUP INC | $2.8M | 62,888 | 0.00% | 31q | -2.1%-$60.7K |
| Pinnacle Holdings, LLC | $2.6M | 58,916 | 0.80% | 31q | HELD |
| MORGAN STANLEY | $2.3M | 52,964 | 0.00% | 35q | -1.3%-$30.7K |
| TWO SIGMA INVESTMENTS, LP | $2.1M | 47,822 | 0.00% | 5q | +26.7%+$444.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 40,785 | 0.00% | 2q | +17.3%+$265.5K |
| VANGUARD FIDUCIARY TRUST CO | $1.7M | 39,638 | 0.00% | 2q | +4.5%+$74.7K |
| Empowered Funds, LLC | $1.7M | 38,112 | 0.01% | 13q | HELD |
| Daytona Street Capital LLC | $1.6M | 37,130 | 1.20% | 3q | HELD |
| MARSHALL WACE, LLP | $1.3M | 29,242 | 0.00% | 4q | +2.2%+$27.4K |
| Bank of New York Mellon Corp | $1.1M | 25,576 | 0.00% | 31q | +6.6%+$70.0K |
| Qube Research & Technologies Ltd | $1.0M | 23,343 | 0.00% | 4q | -18.9%-$240.0K |
| MARTINGALE ASSET MANAGEMENT L P | $997.5K | 22,613 | 0.02% | 2q | HELD |
| SummerHaven Investment Management, LLC | $986.8K | 22,372 | 0.53% | 4q | HELD |
| HoldCo Asset Management, LP | $917.7K | 20,804 | 0.06% | 21q | HELD |
| CITADEL ADVISORS LLC | $879.0K | 19,928 | 0.00% | 8q | -13.9%-$142.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $778.6K | 17,651 | 0.00% | 5q | +10.9%+$76.2K |
| Sixth Street Partners Management Company, L.P. | $778.6K | 17,651 | 0.00% | new | NEW |
| Angel Oak Capital Advisors, LLC | $749.9K | 17,000 | 0.95% | 7q | -28.3%-$295.5K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $651.5K | 14,771 | 0.00% | 3q | -23.4%-$198.8K |
| ROYAL BANK OF CANADA | $580.0K | 13,149 | 0.00% | 16q | -13.4%-$89.6K |
| Trexquant Investment LP | $531.9K | 12,058 | 0.00% | 8q | -3.7%-$20.2K |
| Nuveen, LLC | $528.7K | 11,985 | 0.00% | 5q | +103.1%+$268.3K |
| RITHOLTZ WEALTH MANAGEMENT | $512.8K | 11,626 | 0.00% | 8q | +68.3%+$208.2K |
| HSBC HOLDINGS PLC | $502.0K | 11,484 | 0.00% | 3q | HELD |
| Squarepoint Ops LLC | $489.6K | 11,100 | 0.00% | 3q | -23.2%-$147.5K |
| BARCLAYS PLC | $449.0K | 10,178 | 0.00% | 8q | -5.8%-$27.8K |
| Corient Private Wealth LP | $404.0K | 9,158 | 0.00% | 3q | +67.1%+$162.3K |
| PRUDENTIAL FINANCIAL INC | $358.4K | 8,125 | 0.00% | 2q | +9.1%+$30.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $343.2K | 7,781 | 0.00% | 11q | -8.4%-$31.5K |
| AQR CAPITAL MANAGEMENT LLC | $338.6K | 7,676 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $313.8K | 7,114 | 0.00% | 5q | +0.7%+$2.2K |
| MILLENNIUM MANAGEMENT LLC | $306.6K | 6,951 | 0.00% | 2q | -26.2%-$108.8K |
| Connor, Clark & Lunn Investment Management Ltd. | $277.8K | 6,299 | 0.00% | 3q | HELD |
| Wealthspire Advisors, LLC | $253.3K | 5,742 | 0.00% | 4q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $246.8K | 5,595 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $238.2K | 5,400 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $236.0K | 5,350 | 0.00% | 4q | +12.1%+$25.5K |
| WELLS FARGO & COMPANY/MN | $225.0K | 5,100 | 0.00% | 31q | +12.0%+$24.1K |
| LOGAN CAPITAL MANAGEMENT INC | $218.4K | 4,951 | 0.01% | new | NEW |
| Trail Ridge Investment Advisors, LLC | $218.3K | 4,948 | 0.09% | new | NEW |
| SeaCrest Wealth Management, LLC | $208.7K | 4,732 | 0.02% | new | NEW |
| RHUMBLINE ADVISERS | $202.3K | 4,587 | 0.00% | 5q | +2.3%+$4.5K |
| BANK OF AMERICA CORP /DE/ | $201.2K | 4,562 | 0.00% | 31q | -27.4%-$76.1K |
| MetLife Investment Management, LLC | $164.7K | 3,733 | 0.00% | 5q | HELD |
| Russell Investments Group, Ltd. | $157.7K | 3,575 | 0.00% | 4q | +407.8%+$126.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $150.0K | 3,400 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $129.0K | 2,872 | 0.00% | 5q | +17.4%+$19.1K |
| CITIGROUP INC | $123.9K | 2,810 | 0.00% | 11q | +903.6%+$111.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $123.6K | 2,803 | 0.00% | 5q | -2.1%-$2.7K |
| Vanguard Global Advisers, LLC | $99.2K | 2,250 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $98.5K | 2,233 | 0.00% | 5q | +85.9%+$45.5K |
| BNP PARIBAS FINANCIAL MARKETS | $93.0K | 2,109 | 0.00% | 5q | +63.5%+$36.1K |
| UBS Group AG | $88.2K | 1,999 | 0.00% | 11q | -18.8%-$20.5K |
| STRS OHIO | $66.2K | 1,500 | 0.00% | 5q | +25.0%+$13.2K |
| AdvisorNet Financial, Inc | $39.5K | 896 | 0.00% | 4q | HELD |
| Tower Research Capital LLC (TRC) | $33.4K | 758 | 0.00% | 5q | -54.7%-$40.3K |
| FMR LLC | $32.7K | 741 | 0.00% | 24q | +0.5% |
| Ameritas Investment Partners, Inc. | $27.1K | 615 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $24.0K | 544 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $15.1K | 343 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $5.4K | 123 | 0.00% | 5q | -38.2%-$3.4K |
| ACADIAN ASSET MANAGEMENT LLC | $4.7K | 106,844 | 0.01% | 18q | +12.8% |
| Integrated Wealth Concepts LLC | $2.2K | 49 | 0.00% | new | NEW |
| GAMMA Investing LLC | $2.0K | 45 | 0.00% | 3q | HELD |
| Quarry LP | $1.5K | 34 | 0.00% | new | NEW |
| Arax Advisory Partners | $1.5K | 33 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3K | 30 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $1.3K | 30 | 0.00% | 2q | HELD |
| LSV ASSET MANAGEMENT | $1.1K | 24,000 | 0.00% | 21q | +5.7% |
| Allworth Financial LP | $794 | 18 | 0.00% | 4q | +125.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $513 | 11,619 | 0.00% | 7q | +8.9% |
| Farther Finance Advisors, LLC | $445 | 10 | 0.00% | 3q | +11.1% |
| ROTHSCHILD INVESTMENT LLC | $309 | 7 | 0.00% | 3q | +40.0% |
| Essential Partners LLC | $309 | 7 | 0.00% | 4q | -36.4% |
| PNC Financial Services Group, Inc. | $265 | 6 | 0.00% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $264 | 6 | 0.00% | 5q | +20.0% |
| IFP Advisors, Inc | $132 | 3 | 0.00% | 4q | +200.0% |
| State of Alaska, Department of Revenue | $21 | 486 | 0.00% | 3q | HELD |
| Covestor Ltd | $0 | 7 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-28 | 13G | BlackRock, Inc. | 5.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 88 | $136.0M | 3,082,441 | 12 | 31 | 19 | 0.0% |
| Q1 2026 | 82 | $107.4M | 2,929,868 | 7 | 22 | 32 | 0.0% |
| Q4 2025 | 79 | $111.4M | 2,976,034 | 13 | 25 | 22 | 0.0% |
| Q3 2025 | 72 | $106.9M | 2,906,261 | 16 | 17 | 22 | 0.0% |
| Q2 2025 | 60 | $90.0M | 2,900,987 | 23 | 20 | 12 | 0.0% |
| Q1 2025 | 50 | $81.0M | 2,698,662 | 6 | 26 | 12 | 0.0% |
| Q4 2024 | 52 | $91.8M | 2,723,979 | 5 | 18 | 16 | 0.0% |
| Q3 2024 | 49 | $78.6M | 2,631,862 | 12 | 14 | 8 | 0.0% |
| Q2 2024 | 39 | $46.9M | 2,296,236 | 3 | 13 | 12 | 0.0% |
| Q1 2024 | 41 | $53.0M | 2,311,526 | 7 | 17 | 8 | 0.0% |
| Q4 2023 | 37 | $49.6M | 2,110,323 | 5 | 13 | 7 | 0.0% |
| Q3 2023 | 32 | $33.0M | 2,032,361 | 3 | 7 | 7 | 0.0% |
| Q2 2023 | 33 | $29.0M | 2,029,504 | 2 | 9 | 8 | 0.0% |
| Q1 2023 | 30 | $33.0M | 1,958,094 | 1 | 6 | 5 | 0.0% |
| Q4 2022 | 31 | $30.8M | 1,569,632 | 5 | 7 | 6 | 0.0% |
| Q3 2022 | 36 | $34.8M | 2,100,610 | 2 | 11 | 11 | 0.0% |
| Q2 2022 | 35 | $38.9M | 2,073,990 | 5 | 13 | 5 | 0.0% |
| Q1 2022 | 33 | $44.9M | 1,994,521 | 6 | 8 | 10 | 0.0% |
| Q4 2021 | 32 | $36.3M | 1,928,372 | 1 | 8 | 10 | 0.0% |
| Q3 2021 | 35 | $36.3M | 1,953,425 | 3 | 6 | 13 | 0.0% |
| Q2 2021 | 37 | $35.4M | 2,030,318 | 9 | 6 | 16 | 0.0% |
| Q1 2021 | 40 | $40.1M | 2,277,834 | 1 | 13 | 13 | 0.0% |
| Q4 2020 | 43 | $36.8M | 2,371,822 | 2 | 16 | 10 | 0.0% |
| Q3 2020 | 42 | $25.6M | 2,186,834 | 2 | 10 | 19 | 0.0% |
| Q2 2020 | 44 | $30.7M | 2,301,536 | 12 | 13 | 12 | 0.0% |
| Q1 2020 | 39 | $29.5M | 2,066,120 | 5 | 13 | 13 | 0.0% |
| Q4 2019 | 47 | $53.1M | 2,203,313 | 9 | 16 | 12 | 0.0% |
| Q3 2019 | 44 | $52.3M | 2,379,258 | 8 | 13 | 16 | 0.0% |
| Q2 2019 | 42 | $52.4M | 2,656,166 | 6 | 14 | 14 | 0.0% |
| Q1 2019 | 48 | $47.4M | 2,747,204 | 4 | 16 | 9 | 0.0% |
| Q4 2018 | 49 | $40.8M | 2,562,999 | 0 | 1 | 1 | 0.0% |