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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 4,077 | $119.3K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4,064 | $118.9K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,926 | $115.0K | 0.00% | +3,926 | New |
| State of Wyoming | 3,251 | $95.1K | 0.02% | +303+10.3% | Added |
| KBC Group NV | 3,006 | $88.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2,749 | $80.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,530 | $74.0K | 0.01% | −1,319−34.3% | Reduced |
| GAMMA Investing LLC | 2,619 | $71.6K | 0.02% | +2,619 | New |
| Massmutual Trust Co FSB | 1,561 | $45.7K | 0.00% | −24−1.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,116 | $32.7K | 0.00% | +115+11.5% | Added |
| Beacon Capital Management, LLC | 1,033 | $26.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 904 | $26.0K | 0.00% | +75+9.0% | Added |
| Versant Capital Management, Inc | 826 | $24.2K | 0.01% | −153−15.6% | Reduced |
| Principal Securities, Inc. | 693 | $20.3K | 0.00% | +693 | New |
| LGT Financial Advisors LLC | 665 | $19.5K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 600 | $17.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 600 | $17.6K | 0.00% | +600 | New |
| EverSource Wealth Advisors, LLC | 524 | $15.3K | 0.00% | −44−7.7% | Reduced |
| Signaturefd, LLC | 509 | $14.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 490 | $14.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 384 | $11.2K | 0.00% | −41−9.6% | Reduced |
| Hantz Financial Services, Inc. | 375 | $11.0K | 0.00% | +123+48.8% | Added |
| Covestor Ltd | 335 | $10.0K | 0.01% | −498−59.8% | Reduced |
| Fifth Third Bancorp | 333 | $9.74K | 0.00% | −11−3.2% | Reduced |
| Carolinas Wealth Consulting LLC | 328 | $9.68K | 0.00% | +10+3.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 293 | $8.57K | 0.00% | +293 | New |
| Tennessee Valley Asset Management Partners | 276 | $8.08K | 0.00% | +276 | New |
| Colonial Trust Advisors | 271 | $7.93K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 267 | $7.80K | 0.00% | −1,414−84.1% | Reduced |
| Pinnacle Holdings, LLC | 220 | $6.44K | 0.00% | +220 | New |
| Proequities, Inc. | 162 | $4.78K | 0.00% | +20+14.1% | Added |
| Private Trust Co NA | 140 | $4.10K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 126 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 109 | $3.19K | 0.00% | +109 | New |
| Bessemer Group Inc | 103 | $3.00K | 0.00% | +13+14.4% | Added |
| Pinnacle Financial Partners Inc | 94 | $2.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 81 | $2.37K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 76 | $2.22K | 0.00% | +76 | New |
| JFS Wealth Advisors, LLC | 68 | $1.99K | 0.00% | +26+61.9% | Added |
| First Horizon Advisors, Inc. | 61 | $1.78K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 55 | $1.61K | 0.00% | +55 | New |
| Hexagon Capital Partners LLC | 49 | $1.43K | 0.00% | +37+308.3% | Added |
| Private Wealth Management Group, LLC | 46 | $1.35K | 0.00% | +46 | New |
| Caldwell Sutter Capital, Inc. | 40 | $1.17K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +40 | New |
| Allworth Financial LP | 20 | $586 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $585 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $585 | 0.00% | +20 | New |
| Arlington Trust Co LLC | 18 | $527 | 0.00% | +18 | New |
| Abound Wealth Management | 15 | $439 | 0.00% | −6−28.6% | Reduced |
| SJS Investment Consulting Inc. | 14 | $410 | 0.00% | −7−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $322 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 6 | $176 | 0.00% | −337−98.3% | Reduced |
| Tfo-TDC, LLC | 5 | $146 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −397,897−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −302,388−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −289,406−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −273,482−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −264,402−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −104,800−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,830−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −16,155−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −15,058−100.0% | Sold out |
| JCSD Capital, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −9,760−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −9,181−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |