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 2025
Institutional positions in First United Corp as of Sep 30, 2025. 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
- 78
- +13 vs. Q2 2025
- Shares held
- 3.02M
- +13.6K (+0.5%) vs. Q2 2025
- Total value
- $111.1M
- +$17.8M (+19.1%) vs. Q2 2025
- New holders
- 18
- 19 more added
- Sold out
- 5
- 25 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 366,864 | $13.5M | 0.00% | −4,039−1.1% | Reduced |
| BlackRock, Inc. | 347,170 | $12.8M | 0.00% | +16,596+5.0% | Added |
| Vanguard Group Inc | 341,163 | $12.5M | 0.00% | −3,464−1.0% | Reduced |
| Gendell Jeffrey L | 178,352 | $6.56M | 0.12% | 00.0% | Unchanged |
| De Lisle Partners LLP | 150,390 | $5.52M | 0.68% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 139,408 | $5.13M | 0.00% | −531−0.4% | Reduced |
| Fourthstone LLC | 135,366 | $4.98M | 0.89% | +39,749+41.6% | Added |
| Huber Capital Management LLC | 119,937 | $4.41M | 0.70% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 117,595 | $4.32M | 0.01% | −4,500−3.7% | Reduced |
| American Century Companies Inc | 102,729 | $3.78M | 0.00% | +11,275+12.3% | Added |
| Arrowstreet Capital, Limited Partnership | 101,118 | $3.72M | 0.00% | +1,194+1.2% | Added |
| Acadian Asset Management LLC | 92,896 | $3.41M | 0.01% | +924+1.0% | Added |
| State Street Corp | 79,388 | $2.92M | 0.00% | +12,174+18.1% | Added |
| Bridgeway Capital Management, LLC | 70,244 | $2.58M | 0.06% | −134−0.2% | Reduced |
| Northern Trust Corp | 60,475 | $2.22M | 0.00% | −4,197−6.5% | Reduced |
| Pinnacle Holdings, LLC | 58,976 | $2.17M | 0.76% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 47,867 | $1.76M | 0.00% | +15,852+49.5% | Added |
| Morgan Stanley | 41,114 | $1.51M | 0.00% | −14,703−26.3% | Reduced |
| TrueMark Investments, LLC | 34,857 | $1.28M | 0.22% | +34,857 | New |
| Empowered Funds, LLC | 32,576 | $1.20M | 0.01% | +3,566+12.3% | Added |
| Two Sigma Investments, LP | 32,010 | $1.18M | 0.00% | −3,270−9.3% | Reduced |
| Bank of New York Mellon Corp | 30,651 | $1.13M | 0.00% | +1,532+5.3% | Added |
| Angel Oak Capital Advisors, LLC | 27,700 | $1.02M | 0.80% | −6,000−17.8% | Reduced |
| SummerHaven Investment Management, LLC | 25,180 | $925.9K | 0.54% | +25,180 | New |
| HoldCo Asset Management, L.P. | 20,804 | $765.0K | 0.08% | 00.0% | Unchanged |
| Trexquant Investment LP | 20,231 | $743.9K | 0.01% | +3,786+23.0% | Added |
| Marshall Wace, LLP | 20,197 | $742.6K | 0.00% | +20,197 | New |
| Charles Schwab Investment Management Inc | 17,974 | $660.9K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 15,900 | $585.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,144 | $557.0K | 0.00% | −4,791−24.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,273 | $524.8K | 0.00% | −4,686−24.7% | Reduced |
| Nuveen, LLC | 13,347 | $490.8K | 0.00% | +5,510+70.3% | Added |
| Jane Street Group, LLC | 11,245 | $413.5K | 0.00% | +11,245 | New |
| Price T Rowe Associates Inc | 10,929 | $402.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 10,753 | $395.4K | 0.00% | −1,176−9.9% | Reduced |
| Ritholtz Wealth Management | 8,434 | $310.1K | 0.01% | −1,577−15.8% | Reduced |
| Invesco Ltd. | 8,105 | $298.0K | 0.00% | −3,000−27.0% | Reduced |
| Two Sigma Advisers, LP | 8,100 | $297.8K | 0.00% | −1,700−17.3% | Reduced |
| Millennium Management LLC | 7,727 | $284.1K | 0.00% | −29,004−79.0% | Reduced |
| Advisor Group Holdings, Inc. | 6,967 | $256.2K | 0.00% | +46+0.7% | Added |
| Susquehanna International Group, LLP | 6,754 | $248.3K | 0.00% | −13,417−66.5% | Reduced |
| Qube Research & Technologies Ltd | 6,503 | $239.1K | 0.00% | +6,503 | New |
| Rhumbline Advisers | 5,727 | $210.6K | 0.00% | −9−0.2% | Reduced |
| Citadel Advisors LLC | 5,709 | $209.9K | 0.00% | −30,758−84.3% | Reduced |
| JPMorgan Chase & Co | 5,208 | $191.5K | 0.00% | +431+9.0% | Added |
| Bank of America Corp | 5,060 | $186.1K | 0.00% | −157−3.0% | Reduced |
| Deutsche Bank AG | 4,996 | $183.7K | 0.00% | +4,996 | New |
| Logan Capital Management Inc | 4,951 | $182.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,616 | $169.7K | 0.00% | +752+19.5% | Added |
| UBS Group AG | 4,193 | $154.2K | 0.00% | −352−7.7% | Reduced |
| MetLife Investment Management | 3,733 | $137.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,400 | $125.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,000 | $110.3K | 0.00% | +3,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,829 | $104.0K | 0.00% | −464−14.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,189 | $80.5K | 0.00% | +1,022+87.6% | Added |
| BNP Paribas Arbitrage, SA | 1,524 | $56.0K | 0.00% | +770+102.1% | Added |
| STRS Ohio | 1,200 | $44.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 780 | $28.7K | 0.00% | −5,699−88.0% | Reduced |
| Ameritas Investment Partners, Inc. | 615 | $22.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 544 | $20.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 499 | $18.3K | 0.00% | +499 | New |
| Tower Research Capital LLC (TRC) | 430 | $15.8K | 0.00% | +357+489.0% | Added |
| Sterling Capital Management LLC | 415 | $15.3K | 0.00% | +252+154.6% | Added |
| Whittier Trust Co | 392 | $14.2K | 0.00% | +392 | New |
| State of Wyoming | 385 | $14.2K | 0.00% | −61−13.7% | Reduced |
| California State Teachers Retirement System | 377 | $13.9K | 0.00% | +1+0.3% | Added |
| GWM Advisors LLC | 239 | $8.80K | 0.00% | +239 | New |
| AdvisorNet Financial, Inc | 225 | $8.27K | 0.00% | +225 | New |
| Amalgamated Bank | 206 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 204 | $8.00K | 0.00% | +204 | New |
| Citigroup Inc | 69 | $2.54K | 0.00% | −1,950−96.6% | Reduced |
| Covestor Ltd | 33 | $1.00K | 0.00% | +33 | New |
| SRS Capital Advisors, Inc. | 20 | $736 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 18 | $662 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 15 | $552 | 0.00% | +15 | New |
| Allworth Financial LP | 5 | $184 | 0.00% | +5 | New |
| IFP Advisors, Inc | 1 | $37 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $37 | 0.00% | +1 | New |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −52,480−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −8,547−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −7,547−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −643−100.0% | Sold out |