First United Corp
FUNC- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000763907
In the last 90 days, First United Corp insiders filed 4 open-market purchases and 3 sales; 89 institutions reported holding it in 13F filings for Q2 2026, worth $140.8M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in First United Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 52
- +11 vs. Q2 2024
- Shares held
- 2.73M
- +344.0K (+14.4%) vs. Q2 2024
- Total value
- $81.4M
- +$32.8M (+67.3%) vs. Q2 2024
- New holders
- 15
- 19 more added
- Sold out
- 4
- 8 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FUNC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 89 | $140.8M |
| Q1 2026 | 88 | $112.0M |
| Q4 2025 | 86 | $116.1M |
| Q3 2025 | 78 | $111.3M |
| Q2 2025 | 65 | $93.9M |
| Q1 2025 | 55 | $85.1M |
| Q4 2024 | 55 | $95.5M |
| Q3 2024 | 52 | $81.5M |
| Q2 2024 | 42 | $50.3M |
| Q1 2024 | 47 | $57.5M |
| Q4 2023 | 42 | $52.4M |
| Q3 2023 | 35 | $34.3M |
| Q2 2023 | 36 | $30.2M |
| Q1 2023 | 36 | $34.9M |
| Q4 2022 | 38 | $41.2M |
| Q3 2022 | 37 | $34.8M |
| Q2 2022 | 35 | $38.9M |
| Q1 2022 | 33 | $44.9M |
| Q4 2021 | 32 | $36.3M |
| Q3 2021 | 36 | $36.3M |
| Q2 2021 | 39 | $35.4M |
| Q1 2021 | 41 | $40.1M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 441,143 | $13.2M | 2.93% | +101,915+30.0% | Added |
| Dimensional Fund Advisors LP | 383,675 | $11.4M | 0.00% | +11,345+3.0% | Added |
| Vanguard Group Inc | 305,160 | $9.11M | 0.00% | −3,452−1.1% | Reduced |
| Gendell Jeffrey L | 178,352 | $5.32M | 0.17% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 153,540 | $4.58M | 0.24% | −1,945−1.3% | Reduced |
| Huber Capital Management LLC | 124,556 | $3.72M | 0.75% | 00.0% | Unchanged |
| De Lisle Partners LLP | 120,838 | $3.62M | 0.59% | +10,000+9.0% | Added |
| Renaissance Technologies LLC | 98,595 | $2.94M | 0.00% | +16,400+20.0% | Added |
| Arrowstreet Capital, Limited Partnership | 87,280 | $2.60M | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 81,170 | $2.42M | 0.00% | +81,170 | New |
| Acadian Asset Management LLC | 79,288 | $2.36M | 0.01% | +12,590+18.9% | Added |
| Bridgeway Capital Management, LLC | 77,381 | $2.31M | 0.05% | +1,206+1.6% | Added |
| Geode Capital Management, LLC | 63,971 | $1.91M | 0.00% | +81+0.1% | Added |
| Pinnacle Holdings, LLC | 59,206 | $1.77M | 0.69% | 00.0% | Unchanged |
| American Century Companies Inc | 40,139 | $1.20M | 0.00% | +192+0.5% | Added |
| EJF Capital LLC | 35,985 | $1.07M | 0.71% | 00.0% | Unchanged |
| Northern Trust Corp | 31,373 | $936.2K | 0.00% | −266−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,730 | $826.0K | 0.01% | +9,425+54.5% | Added |
| Citadel Advisors LLC | 25,742 | $768.1K | 0.00% | +25,742 | New |
| Empowered Funds, LLC | 23,713 | $707.6K | 0.01% | +1,206+5.4% | Added |
| HoldCo Asset Management, L.P. | 20,804 | $620.8K | 3.28% | 00.0% | Unchanged |
| EAM Investors, LLC | 20,559 | $613.5K | 0.09% | +20,559 | New |
| Royal Bank of Canada | 20,516 | $612.0K | 0.00% | −16,095−44.0% | Reduced |
| Goldman Sachs Group Inc | 19,752 | $589.4K | 0.00% | +1,648+9.1% | Added |
| State Street Corp | 19,596 | $584.7K | 0.00% | −1,600−7.5% | Reduced |
| Morgan Stanley | 17,667 | $527.2K | 0.00% | +1,671+10.4% | Added |
| Trexquant Investment LP | 17,286 | $515.8K | 0.01% | +17,286 | New |
| Qube Research & Technologies Ltd | 15,940 | $475.6K | 0.00% | +15,732+7,563.5% | Added |
| LSV Asset Management | 15,900 | $474.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 15,431 | $460.5K | 0.00% | +2,586+20.1% | Added |
| Ritholtz Wealth Management | 15,412 | $459.9K | 0.01% | +15,412 | New |
| Susquehanna International Group, LLP | 13,880 | $414.2K | 0.00% | +13,880 | New |
| Invesco Ltd. | 13,865 | $413.7K | 0.00% | +54+0.4% | Added |
| Bank of New York Mellon Corp | 11,757 | $350.8K | 0.00% | +10.0% | Added |
| Citigroup Inc | 10,179 | $303.7K | 0.00% | +5,403+113.1% | Added |
| Marshall Wace, LLP | 7,572 | $225.9K | 0.00% | +7,572 | New |
| SeaCrest Wealth Management, LLC | 6,766 | $201.9K | 0.02% | +6,766 | New |
| Logan Capital Management Inc | 4,951 | $147.7K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 4,793 | $143.0K | 0.00% | +4,793 | New |
| Barclays PLC | 4,218 | $125.9K | 0.00% | +4,218 | New |
| Aster Capital Management (DIFC) Ltd | 3,733 | $111.4K | 0.02% | +3,733 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 3,249 | $97.0K | 0.02% | +3,249 | New |
| Bank of America Corp | 2,120 | $63.3K | 0.00% | +68+3.3% | Added |
| Lazard Asset Management LLC | 1,216 | $36.0K | 0.00% | +1,216 | New |
| State of Wyoming | 1,020 | $30.4K | 0.00% | −8−0.8% | Reduced |
| FMR LLC | 965 | $28.8K | 0.00% | +100+11.6% | Added |
| Coppell Advisory Solutions LLC | 400 | $11.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 398 | $11.9K | 0.00% | −209−34.4% | Reduced |
| Tower Research Capital LLC (TRC) | 252 | $7.52K | 0.00% | +252 | New |
| Northwest Financial Advisors | 100 | $2.98K | 0.00% | +100 | New |
| JPMorgan Chase & Co | 66 | $1.97K | 0.00% | −4,219−98.5% | Reduced |
| Wells Fargo & Company | 0 | $15 | 0.00% | 0 | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,406−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,302−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |