UNION BANKSHARES INC (UNB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
51
Reporting holders
$19.1M
Reported value
15.9%
Of shares outstanding
0.0%
Held as options
+0
Holder change
Institutions report 787,889 shares against 4,945,868 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 |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $3.7M | 151,233 | 0.00% | 2q | +1.2%+$42.7K |
| Cardinal Capital Management | $2.5M | 104,509 | 0.31% | 31q | +1.9%+$47.3K |
| Truffle Hound Capital, LLC | $1.9M | 80,000 | 0.41% | new | NEW |
| BlackRock, Inc. | $1.6M | 65,942 | 0.00% | 8q | -67.0%-$3.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1M | 45,223 | 0.00% | 31q | -48.9%-$1.0M |
| DIMENSIONAL FUND ADVISORS LP | $995.9K | 41,052 | 0.00% | 31q | HELD |
| Cannell & Spears LLC | $974.5K | 40,169 | 0.02% | 31q | HELD |
| MILLENNIUM MANAGEMENT LLC | $769.3K | 31,709 | 0.00% | new | NEW |
| TRUST CO OF VERMONT | $711.4K | 29,323 | 0.03% | 30q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $544.3K | 22,438 | 0.00% | 2q | -11.5%-$70.6K |
| RENAISSANCE TECHNOLOGIES LLC | $530.1K | 21,852 | 0.00% | 31q | +19.9%+$87.8K |
| MORGAN STANLEY | $515.2K | 21,236 | 0.00% | 35q | +7.2%+$34.8K |
| GOLDMAN SACHS GROUP INC | $405.7K | 16,723 | 0.00% | 3q | -42.5%-$300.4K |
| NORTHERN TRUST CORP | $400.1K | 16,494 | 0.00% | 31q | -65.4%-$755.7K |
| JANE STREET GROUP, LLC | $338.8K | 13,966 | 0.00% | new | NEW |
| LPL Financial LLC | $337.8K | 13,924 | 0.00% | 24q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $324.8K | 13,390 | 0.00% | new | NEW |
| STATE STREET CORP | $271.5K | 11,191 | 0.00% | 21q | -69.4%-$615.8K |
| HSBC HOLDINGS PLC | $251.6K | 10,535 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $227.6K | 9,381 | 0.00% | 4q | -18.8%-$52.5K |
| Squarepoint Ops LLC | $224.7K | 9,261 | 0.00% | new | NEW |
| Community Financial Services Group, LLC | $177.2K | 7,180 | 0.03% | 2q | -12.2%-$24.7K |
| BARCLAYS PLC | $70.7K | 2,913 | 0.00% | 8q | -22.6%-$20.6K |
| Russell Investments Group, Ltd. | $49.7K | 2,050 | 0.00% | 4q | +334.3%+$38.3K |
| Vanguard Global Advisers, LLC | $39.5K | 1,628 | 0.00% | 2q | HELD |
| UBS Group AG | $27.0K | 1,111 | 0.00% | 7q | -18.1%-$6.0K |
| WELLS FARGO & COMPANY/MN | $18.7K | 771 | 0.00% | 31q | -81.6%-$82.9K |
| FMR LLC | $18.1K | 745 | 0.00% | 23q | +7.0%+$1.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $13.0K | 535 | 0.00% | new | NEW |
| Clean Yield Group | $10.9K | 450 | 0.00% | 21q | HELD |
| ROYAL BANK OF CANADA | $5.0K | 223 | 0.00% | 4q | -56.9%-$6.6K |
| Arax Advisory Partners | $3.5K | 144 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $3.2K | 133 | 0.00% | 4q | -85.9%-$19.6K |
| 1620 INVESTMENT ADVISORS, INC. | $2.9K | 120 | 0.00% | 9q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $2.1K | 86 | 0.00% | 31q | -91.5%-$22.5K |
| Integrated Wealth Concepts LLC | $1.4K | 57 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $1.2K | 49 | 0.00% | 13q | -96.7%-$34.6K |
| Allworth Financial LP | $558 | 23 | 0.00% | 2q | +2200.0% |
| SBI Securities Co., Ltd. | $558 | 23 | 0.00% | 7q | HELD |
| Essential Partners LLC | $485 | 20 | 0.00% | 4q | +185.7% |
| GAMMA Investing LLC | $412 | 17 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $291 | 12 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $219 | 9 | 0.00% | 3q | +125.0% |
| PNC Financial Services Group, Inc. | $194 | 8 | 0.00% | 4q | -11.1% |
| ROTHSCHILD INVESTMENT LLC | $170 | 7 | 0.00% | 2q | +133.3% |
| True Wealth Design, LLC | $122 | 5 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $121 | 5 | 0.00% | 4q | -91.9%-$1.4K |
| Fortitude Family Office, LLC | $49 | 2 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $24 | 1 | 0.00% | new | NEW |
| Hanson & Doremus Investment Management | $12 | 500 | 0.00% | new | NEW |
| Capital Advisors, Ltd. LLC | $0 | 2 | 0.00% | new | NEW |
| Covestor Ltd | $0 | 9 | 0.00% | new | NEW |
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 | 51 | $19.1M | 787,889 | 15 | 10 | 17 | 0.0% |
| Q1 2026 | 51 | $21.8M | 894,969 | 7 | 18 | 12 | 0.0% |
| Q4 2025 | 45 | $21.7M | 916,535 | 4 | 15 | 15 | 0.0% |
| Q3 2025 | 46 | $26.4M | 1,064,487 | 14 | 11 | 10 | 0.0% |
| Q2 2025 | 33 | $28.8M | 1,081,354 | 8 | 14 | 5 | 0.0% |
| Q1 2025 | 33 | $28.6M | 907,475 | 4 | 10 | 8 | 0.0% |
| Q4 2024 | 32 | $26.0M | 898,015 | 5 | 10 | 8 | 0.0% |
| Q3 2024 | 26 | $19.3M | 745,684 | 2 | 7 | 4 | 0.0% |
| Q2 2024 | 27 | $15.7M | 732,031 | 1 | 10 | 8 | 0.0% |
| Q1 2024 | 27 | $23.6M | 775,366 | 2 | 10 | 7 | 0.0% |
| Q4 2023 | 29 | $20.4M | 665,207 | 8 | 8 | 5 | 0.0% |
| Q3 2023 | 22 | $10.8M | 497,033 | 1 | 5 | 6 | 0.0% |
| Q2 2023 | 22 | $11.0M | 477,009 | 1 | 7 | 5 | 0.0% |
| Q1 2023 | 23 | $11.1M | 500,156 | 3 | 8 | 2 | 0.0% |
| Q4 2022 | 21 | $9.2M | 384,870 | 3 | 6 | 5 | 0.0% |
| Q3 2022 | 26 | $11.7M | 516,322 | 2 | 5 | 4 | 0.0% |
| Q2 2022 | 25 | $14.6M | 556,667 | 1 | 10 | 5 | 0.0% |
| Q1 2022 | 28 | $18.2M | 588,809 | 2 | 7 | 7 | 0.0% |
| Q4 2021 | 29 | $18.0M | 609,220 | 0 | 7 | 9 | 0.0% |
| Q3 2021 | 31 | $19.9M | 611,816 | 2 | 8 | 10 | 0.0% |
| Q2 2021 | 34 | $21.6M | 597,360 | 7 | 13 | 7 | 0.0% |
| Q1 2021 | 31 | $16.0M | 533,612 | 6 | 9 | 8 | 0.0% |
| Q4 2020 | 28 | $13.9M | 540,118 | 6 | 5 | 12 | 0.0% |
| Q3 2020 | 24 | $10.0M | 492,161 | 1 | 2 | 11 | 0.0% |
| Q2 2020 | 28 | $8.8M | 472,695 | 5 | 4 | 15 | 0.0% |
| Q1 2020 | 35 | $16.5M | 734,486 | 2 | 14 | 9 | 0.0% |
| Q4 2019 | 42 | $29.4M | 812,251 | 4 | 17 | 11 | 0.0% |
| Q3 2019 | 40 | $23.1M | 730,671 | 4 | 12 | 9 | 0.0% |
| Q2 2019 | 40 | $26.7M | 722,777 | 4 | 15 | 8 | 0.0% |
| Q1 2019 | 42 | $32.4M | 717,196 | 2 | 11 | 8 | 0.0% |
| Q4 2018 | 41 | $36.2M | 758,475 | 0 | 1 | 1 | 0.0% |