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, Q1 2025
Institutional positions in United Community Banks Inc as of Mar 31, 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
- 301
- +31 vs. Q4 2024
- Shares held
- 102.0M
- −593.8K (−0.6%) vs. Q4 2024
- Total value
- $2.87B
- −$445.4M (−13.4%) vs. Q4 2024
- New holders
- 54
- 107 more added
- Sold out
- 23
- 83 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding United Community Banks Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 20 | $0 | 0.00% | +20 | New |
| Quest Partners LLC | 1 | $28 | 0.00% | −172−99.4% | Reduced |
| True Wealth Design, LLC | 1 | $29 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 3 | $85 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 5 | $141 | 0.00% | +3+150.0% | Added |
| South State Corp. | 5 | $141 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $141 | 0.00% | +5 | New |
| Assetmark, Inc | 9 | $253 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $281 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $282 | 0.00% | −5−33.3% | Reduced |
| Bell Investment Advisors, Inc | 15 | $422 | 0.00% | −17−53.1% | Reduced |
| Global Financial Private Client, LLC | 15 | $422 | 0.00% | +8+114.3% | Added |
| NewSquare Capital LLC | 16 | $450 | 0.00% | +16 | New |
| Harbour Investments, Inc. | 17 | $478 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 18 | $506 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $507 | 0.00% | +1+5.9% | Added |
| IFP Advisors, Inc | 0 | $534 | 0.00% | 0 | Unchanged |
| Allworth Financial LP | 20 | $547 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $563 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $591 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $647 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 31 | $872 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $900 | 0.00% | +32 | New |
| Caldwell Sutter Capital, Inc. | 40 | $1.13K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 66 | $1.15K | 0.00% | +25+61.0% | Added |
| Rialto Wealth Management, LLC | 42 | $1.18K | 0.00% | +42 | New |
| Stephens Consulting, LLC | 45 | $1.27K | 0.00% | +45 | New |
| Parkside Financial Bank & Trust | 55 | $1.55K | 0.00% | +45+450.0% | Added |
| Bare Financial Services, Inc | 61 | $1.72K | 0.00% | +61 | New |
| High Note Wealth, LLC | 65 | $1.83K | 0.00% | −6−8.5% | Reduced |
| Private Wealth Management Group, LLC | 72 | $2.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 74 | $2.08K | 0.00% | −7−8.6% | Reduced |
| JFS Wealth Advisors, LLC | 80 | $2.25K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 82 | $2.31K | 0.00% | +31+60.8% | Added |
| MPWM Advisory Solutions, LLC | 84 | $2.36K | 0.00% | +84 | New |
| Carolinas Wealth Consulting LLC | 95 | $2.67K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 98 | $2.76K | 0.00% | +37+60.7% | Added |
| Danske Bank A/S | 100 | $2.81K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 90 | $2.91K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 133 | $3.00K | 0.00% | +11+9.0% | Added |
| Pinnacle Financial Partners Inc | 94 | $3.04K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 122 | $3.43K | 0.00% | +122 | New |
| Parallel Advisors, LLC | 128 | $3.60K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 140 | $3.94K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 163 | $4.58K | 0.00% | +130+393.9% | Added |
| Huntington National Bank | 174 | $4.89K | 0.00% | −201−53.6% | Reduced |
| Rothschild Investment LLC | 230 | $6.47K | 0.00% | +45+24.3% | Added |
| Coldstream Capital Management Inc | 299 | $8.41K | 0.00% | +299 | New |
| Optiver Holding B.V. | 319 | $8.97K | 0.00% | +319 | New |
| Covestor Ltd | 337 | $9.00K | 0.01% | −142−29.6% | Reduced |
| Hantz Financial Services, Inc. | 334 | $9.00K | 0.00% | +140+72.2% | Added |
| SRS Capital Advisors, Inc. | 324 | $9.12K | 0.00% | +324 | New |
| Abound Wealth Management | 475 | $13.4K | 0.00% | +435+1,087.5% | Added |
| Skopos Labs, Inc. | 476 | $13.4K | 0.00% | +476 | New |
| Signaturefd, LLC | 509 | $14.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 551 | $15.5K | 0.00% | +220+66.5% | Added |
| Colonial Trust Co | 600 | $16.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 648 | $18.2K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 672 | $18.9K | 0.00% | +61+10.0% | Added |
| Bessemer Group Inc | 658 | $19.0K | 0.00% | +213+47.9% | Added |
| EverSource Wealth Advisors, LLC | 845 | $23.8K | 0.00% | +93+12.4% | Added |
| Quarry LP | 927 | $26.1K | 0.01% | +927 | New |
| Nomura Asset Management Co Ltd | 970 | $27.3K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,226 | $34.5K | 0.00% | +1,226 | New |
| Versant Capital Management, Inc | 1,316 | $37.0K | 0.01% | +185+16.4% | Added |
| Quadrant Capital Group LLC | 1,354 | $38.1K | 0.00% | −35−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,364 | $38.4K | 0.00% | +76+5.9% | Added |
| Massmutual Trust Co FSB | 1,582 | $44.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,064 | $58.1K | 0.00% | −1,785−46.4% | Reduced |
| Jones Financial Companies LLLP | 2,102 | $58.4K | 0.00% | +1,054+100.6% | Added |
| CWM, LLC | 2,203 | $62.0K | 0.00% | +373+20.4% | Added |
| Geneos Wealth Management Inc. | 2,381 | $67.0K | 0.00% | +1,239+108.5% | Added |
| Farther Finance Advisors, LLC | 2,481 | $68.7K | 0.00% | +10.0% | Added |
| Smartleaf Asset Management LLC | 3,198 | $88.9K | 0.01% | −562−14.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,516 | $98.9K | 0.00% | +1,675+91.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,667 | $103.2K | 0.03% | +3,667 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,749 | $105.5K | 0.00% | −16,198−81.2% | Reduced |
| State of Wyoming | 4,010 | $112.8K | 0.01% | +344+9.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 4,064 | $114.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,636 | $130.4K | 0.02% | −525−10.2% | Reduced |
| GAMMA Investing LLC | 4,694 | $132.0K | 0.01% | +711+17.9% | Added |
| Ronald Blue Trust, Inc. | 4,805 | $135.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,295 | $148.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5,544 | $156.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 6,300 | $177.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,361 | $179.0K | 0.00% | +123+2.0% | Added |
| Prelude Capital Management, LLC | 7,110 | $200.0K | 0.02% | +7,110 | New |
| United Services Automobile Association | 7,338 | $204.0K | 0.01% | +7,338 | New |
| Everence Capital Management Inc | 7,250 | $204.0K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 7,255 | $204.1K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 7,399 | $208.1K | 0.05% | +7,399 | New |
| Ridgepath Capital Management LLC | 7,412 | $208.5K | 0.10% | +47+0.6% | Added |
| Mackenzie Financial Corp | 7,659 | $215.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,670 | $215.8K | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 7,711 | $216.9K | 0.05% | −11,966−60.8% | Reduced |
| MQS Management LLC | 7,783 | $218.9K | 0.13% | +7,783 | New |
| Dynamic Technology Lab Private Ltd | 7,778 | $219.0K | 0.03% | +7,778 | New |
| Cerity Partners LLC | 7,828 | $220.2K | 0.00% | −563−6.7% | Reduced |
| Patten & Patten Inc | 7,891 | $222.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,951 | $223.7K | 0.00% | −83−1.0% | Reduced |