United Community Banks Inc
UCB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000857855
In the last 90 days, United Community Banks Inc insiders filed 1 open-market purchase and 2 sales; 373 institutions reported holding it in 13F filings for Q2 2026, worth $3.70B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in United Community Banks Inc as of Dec 31, 2023. 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
- 255
- +20 vs. Q3 2023
- Shares held
- 98.0M
- −1.06M (−1.1%) vs. Q3 2023
- Total value
- $2.87B
- +$351.1M (+13.9%) vs. Q3 2023
- New holders
- 41
- 88 more added
- Sold out
- 21
- 78 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UCB 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 | 373 | $3.70B |
| Q1 2026 | 355 | $3.20B |
| Q4 2025 | 336 | $3.20B |
| Q3 2025 | 303 | $3.15B |
| Q2 2025 | 304 | $3.05B |
| Q1 2025 | 301 | $2.87B |
| Q4 2024 | 274 | $3.34B |
| Q3 2024 | 276 | $2.85B |
| Q2 2024 | 260 | $2.49B |
| Q1 2024 | 270 | $2.56B |
| Q4 2023 | 255 | $2.87B |
| Q3 2023 | 237 | $2.52B |
| Q2 2023 | 243 | $2.43B |
| Q1 2023 | 251 | $2.72B |
| Q4 2022 | 276 | $3.12B |
| Q3 2022 | 248 | $3.03B |
| Q2 2022 | 248 | $2.72B |
| Q1 2022 | 256 | $3.13B |
| Q4 2021 | 231 | $3.03B |
| Q3 2021 | 218 | $2.60B |
| Q2 2021 | 225 | $2.51B |
| Q1 2021 | 224 | $2.65B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding United Community Banks Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $146 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $176 | 0.00% | −337−98.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $322 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 14 | $410 | 0.00% | −7−33.3% | Reduced |
| Abound Wealth Management | 15 | $439 | 0.00% | −6−28.6% | Reduced |
| Arlington Trust Co LLC | 18 | $527 | 0.00% | +18 | New |
| Investors Research Corp | 20 | $585 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $585 | 0.00% | +20 | New |
| Allworth Financial LP | 20 | $586 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +40 | New |
| Caldwell Sutter Capital, Inc. | 40 | $1.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 46 | $1.35K | 0.00% | +46 | New |
| Hexagon Capital Partners LLC | 49 | $1.43K | 0.00% | +37+308.3% | Added |
| MCF Advisors LLC | 55 | $1.61K | 0.00% | +55 | New |
| First Horizon Advisors, Inc. | 61 | $1.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $1.99K | 0.00% | +26+61.9% | Added |
| ICA Group Wealth Management, LLC | 76 | $2.22K | 0.00% | +76 | New |
| Farmers & Merchants Investments Inc | 81 | $2.37K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 94 | $2.75K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 103 | $3.00K | 0.00% | +13+14.4% | Added |
| Bruce G. Allen Investments, LLC | 109 | $3.19K | 0.00% | +109 | New |
| Parallel Advisors, LLC | 126 | $3.69K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 140 | $4.10K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 162 | $4.78K | 0.00% | +20+14.1% | Added |
| Pinnacle Holdings, LLC | 220 | $6.44K | 0.00% | +220 | New |
| Eagle Bay Advisors LLC | 267 | $7.80K | 0.00% | −1,414−84.1% | Reduced |
| Colonial Trust Advisors | 271 | $7.93K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 276 | $8.08K | 0.00% | +276 | New |
| Atlantic Edge Private Wealth Management, LLC | 293 | $8.57K | 0.00% | +293 | New |
| Carolinas Wealth Consulting LLC | 328 | $9.68K | 0.00% | +10+3.1% | Added |
| Fifth Third Bancorp | 333 | $9.74K | 0.00% | −11−3.2% | Reduced |
| Covestor Ltd | 335 | $10.0K | 0.01% | −498−59.8% | Reduced |
| Hantz Financial Services, Inc. | 375 | $11.0K | 0.00% | +123+48.8% | Added |
| Quadrant Capital Group LLC | 384 | $11.2K | 0.00% | −41−9.6% | Reduced |
| Nomura Asset Management Co Ltd | 490 | $14.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 509 | $14.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 524 | $15.3K | 0.00% | −44−7.7% | Reduced |
| Colonial Trust Co | 600 | $17.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 600 | $17.6K | 0.00% | +600 | New |
| LGT Financial Advisors LLC | 665 | $19.5K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 693 | $20.3K | 0.00% | +693 | New |
| Versant Capital Management, Inc | 826 | $24.2K | 0.01% | −153−15.6% | Reduced |
| CWM, LLC | 904 | $26.0K | 0.00% | +75+9.0% | Added |
| Beacon Capital Management, LLC | 1,033 | $26.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,116 | $32.7K | 0.00% | +115+11.5% | Added |
| Massmutual Trust Co FSB | 1,561 | $45.7K | 0.00% | −24−1.5% | Reduced |
| GAMMA Investing LLC | 2,619 | $71.6K | 0.02% | +2,619 | New |
| Farther Finance Advisors, LLC | 2,530 | $74.0K | 0.01% | −1,319−34.3% | Reduced |
| Lee Financial Co | 2,749 | $80.4K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,006 | $88.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,251 | $95.1K | 0.02% | +303+10.3% | Added |
| SG Americas Securities, LLC | 3,926 | $115.0K | 0.00% | +3,926 | New |
| Moisand Fitzgerald Tamayo, LLC | 4,064 | $118.9K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 4,077 | $119.3K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,493 | $131.5K | 0.03% | +500+12.5% | Added |
| HHM Wealth Advisors, LLC | 5,317 | $155.6K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5,544 | $162.2K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 6,000 | $175.0K | 0.00% | +900+17.6% | Added |
| Ronald Blue Trust, Inc. | 7,066 | $180.0K | 0.00% | +169+2.5% | Added |
| Assetmark, Inc | 6,165 | $180.4K | 0.00% | +1,175+23.5% | Added |
| Metropolitan Life Insurance Co | 6,659 | $194.8K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,954 | $203.5K | 0.00% | +6,954 | New |
| Xponance, Inc. | 7,022 | $205.5K | 0.00% | +7,022 | New |
| Sequoia Financial Advisors, LLC | 7,068 | $206.8K | 0.00% | −2,875−28.9% | Reduced |
| Centiva Capital, LP | 7,243 | $211.9K | 0.01% | +7,243 | New |
| Equitable Trust Co | 7,255 | $212.3K | 0.02% | +7,255 | New |
| Commonwealth Equity Services, LLC | 7,273 | $213.0K | 0.00% | +7,273 | New |
| Wealthcare Advisory Partners LLC | 7,655 | $224.0K | 0.01% | +7,655 | New |
| Stifel Financial Corp | 8,270 | $242.0K | 0.00% | −2,071−20.0% | Reduced |
| Crossmark Global Holdings, Inc. | 8,246 | $242.0K | 0.01% | −51−0.6% | Reduced |
| Two Sigma Securities, LLC | 8,283 | $242.4K | 0.01% | +8,283 | New |
| Wedbush Securities Inc | 8,418 | $246.0K | 0.01% | +97+1.2% | Added |
| Cypress Capital Group | 8,745 | $255.9K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 9,000 | $256.9K | 0.05% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,794 | $259.0K | 0.00% | +204+2.4% | Added |
| Orion Portfolio Solutions, LLC | 8,794 | $259.0K | 0.00% | +204+2.4% | Added |
| Founders Financial Alliance, LLC | 8,870 | $259.5K | 0.10% | −1,200−11.9% | Reduced |
| GYL Financial Synergies, LLC | 8,923 | $261.1K | 0.02% | +8,923 | New |
| AlphaMark Advisors, LLC | 9,524 | $279.0K | 0.11% | +335+3.6% | Added |
| RFG Advisory, LLC | 9,560 | $279.7K | 0.01% | +86+0.9% | Added |
| Millennium Management LLC | 9,775 | $286.0K | 0.00% | −280,817−96.6% | Reduced |
| DGS Capital Management, LLC | 9,912 | $290.0K | 0.11% | +9,912 | New |
| Meridian Management Co | 10,924 | $297.6K | 0.08% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 10,395 | $304.2K | 0.16% | +8,963+625.9% | Added |
| Resolute Wealth Strategies, LLC | 10,488 | $306.9K | 0.21% | +97+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,493 | $307.0K | 0.00% | +1,144+12.2% | Added |
| United Services Automobile Association | 10,499 | $307.2K | 0.01% | +10,499 | New |
| OneAscent Wealth Management LLC | 10,790 | $320.0K | 0.13% | −10,000−48.1% | Reduced |
| RBF Capital, LLC | 11,100 | $324.8K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,201 | $327.7K | 0.01% | +2,406+27.4% | Added |
| Regions Financial Corp | 11,321 | $331.3K | 0.00% | −49−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,494 | $336.3K | 0.00% | −3,874−25.2% | Reduced |
| CIBC Asset Management Inc | 11,830 | $346.1K | 0.00% | +11,830 | New |
| Ameritas Investment Partners, Inc. | 11,976 | $350.4K | 0.01% | +481+4.2% | Added |
| MQS Management LLC | 12,167 | $356.0K | 0.20% | +12,167 | New |
| New York Life Investment Management LLC | 12,375 | $362.1K | 0.00% | −287−2.3% | Reduced |
| Aquatic Capital Management LLC | 12,500 | $366.0K | 0.01% | +12,500 | New |
| Wagner Wealth Management, LLC | 12,556 | $367.4K | 0.12% | +109+0.9% | Added |
| CWM Advisors, LLC | 13,050 | $381.8K | 0.04% | +944+7.8% | Added |