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, Q4 2024
Institutional positions in First United Corp as of Dec 31, 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
- 55
- +4 vs. Q3 2024
- Shares held
- 2.83M
- +126.4K (+4.7%) vs. Q3 2024
- Total value
- $95.5M
- +$14.7M (+18.2%) vs. Q3 2024
- New holders
- 8
- 23 more added
- Sold out
- 4
- 17 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $115.6M |
| Q3 2025 | 78 | $111.1M |
| Q2 2025 | 65 | $93.3M |
| Q1 2025 | 55 | $85.1M |
| Q4 2024 | 55 | $95.5M |
| Q3 2024 | 52 | $81.4M |
| Q2 2024 | 42 | $50.3M |
| Q1 2024 | 47 | $56.1M |
| Q4 2023 | 42 | $51.9M |
| 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 | $36.2M |
| Q3 2021 | 36 | $36.3M |
| Q2 2021 | 39 | $35.4M |
| Q1 2021 | 41 | $40.1M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $28 | 0.00% | +1 | Added |
| SBI Securities Co., Ltd. | 10 | $337 | 0.00% | +10 | New |
| UBS Group AG | 62 | $2.09K | 0.00% | −336−84.4% | Reduced |
| Point72 (DIFC) Ltd | 171 | $5.76K | 0.00% | +171 | New |
| BNP Paribas Arbitrage, SA | 256 | $8.63K | 0.00% | +256 | New |
| Coppell Advisory Solutions LLC | 400 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 742 | $25.0K | 0.00% | +490+194.4% | Added |
| FMR LLC | 865 | $29.2K | 0.00% | −100−10.4% | Reduced |
| State of Wyoming | 876 | $29.5K | 0.00% | −144−14.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,072 | $103.6K | 0.03% | −177−5.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,733 | $125.8K | 0.05% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,913 | $131.9K | 0.00% | −880−18.4% | Reduced |
| Logan Capital Management Inc | 4,951 | $166.9K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,001 | $237.0K | 0.00% | +7,001 | New |
| Citigroup Inc | 7,646 | $257.7K | 0.00% | −2,533−24.9% | Reduced |
| Barclays PLC | 9,374 | $316.0K | 0.00% | +5,156+122.2% | Added |
| 683 Capital Management, LLC | 10,063 | $339.2K | 0.03% | +10,063 | New |
| Bank of America Corp | 11,648 | $392.7K | 0.00% | +9,528+449.4% | Added |
| Invesco Ltd. | 13,785 | $464.7K | 0.00% | −80−0.6% | Reduced |
| Bank of New York Mellon Corp | 15,440 | $520.5K | 0.00% | +3,683+31.3% | Added |
| Jane Street Group, LLC | 15,552 | $524.3K | 0.00% | +15,552 | New |
| Schonfeld Strategic Advisors LLC | 15,688 | $528.8K | 0.00% | +15,688 | New |
| LSV Asset Management | 15,900 | $536.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 16,925 | $571.0K | 0.00% | −3,591−17.5% | Reduced |
| Citadel Advisors LLC | 17,450 | $588.2K | 0.00% | −8,292−32.2% | Reduced |
| EAM Investors, LLC | 19,508 | $657.6K | 0.09% | −1,051−5.1% | Reduced |
| Ritholtz Wealth Management | 20,786 | $700.7K | 0.02% | +5,374+34.9% | Added |
| Morgan Stanley | 21,005 | $708.1K | 0.00% | +3,338+18.9% | Added |
| Trexquant Investment LP | 21,156 | $713.2K | 0.01% | +3,870+22.4% | Added |
| Marshall Wace, LLP | 24,146 | $814.0K | 0.00% | +16,574+218.9% | Added |
| Empowered Funds, LLC | 24,893 | $839.1K | 0.01% | +1,180+5.0% | Added |
| State Street Corp | 25,519 | $860.2K | 0.00% | +5,923+30.2% | Added |
| Angel Oak Capital Advisors, LLC | 27,700 | $933.8K | 1.24% | +27,700 | New |
| Millennium Management LLC | 31,246 | $1.05M | 0.00% | +15,815+102.5% | Added |
| Northern Trust Corp | 31,387 | $1.06M | 0.00% | +140.0% | Added |
| EJF Capital LLC | 36,103 | $1.22M | 0.84% | +118+0.3% | Added |
| Goldman Sachs Group Inc | 38,331 | $1.29M | 0.00% | +18,579+94.1% | Added |
| Qube Research & Technologies Ltd | 39,043 | $1.32M | 0.00% | +23,103+144.9% | Added |
| O'Shaughnessy Asset Management, LLC | 42,253 | $1.42M | 0.01% | +15,523+58.1% | Added |
| American Century Companies Inc | 54,487 | $1.84M | 0.00% | +14,348+35.7% | Added |
| Pinnacle Holdings, LLC | 58,976 | $1.99M | 0.75% | −230−0.4% | Reduced |
| Geode Capital Management, LLC | 63,400 | $2.14M | 0.00% | −571−0.9% | Reduced |
| Bridgeway Capital Management, LLC | 77,761 | $2.62M | 0.06% | +380+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 85,153 | $2.87M | 0.00% | −2,127−2.4% | Reduced |
| Acadian Asset Management LLC | 86,918 | $2.93M | 0.01% | +7,630+9.6% | Added |
| Susquehanna International Group, LLP | 92,430 | $3.12M | 0.00% | +78,550+565.9% | Added |
| BlackRock, Inc. | 97,520 | $3.29M | 0.00% | +16,350+20.1% | Added |
| Renaissance Technologies LLC | 99,795 | $3.36M | 0.00% | +1,200+1.2% | Added |
| De Lisle Partners LLP | 120,838 | $4.07M | 0.60% | 00.0% | Unchanged |
| Huber Capital Management LLC | 123,614 | $4.17M | 0.83% | −942−0.8% | Reduced |
| Basswood Capital Management, L.L.C. | 150,364 | $5.07M | 0.30% | −3,176−2.1% | Reduced |
| Gendell Jeffrey L | 178,352 | $6.01M | 0.19% | 00.0% | Unchanged |
| Fourthstone LLC | 278,788 | $9.40M | 1.84% | −162,355−36.8% | Reduced |
| Vanguard Group Inc | 305,160 | $10.3M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 381,642 | $12.9M | 0.00% | −2,033−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −6,766−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| HoldCo Asset Management, L.P. | – | – | – | – | Not filed |