FIRST UNITED CORP/MD/ - Common Stock (FUNC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
FUNC on Nasdaq
Shares outstanding
6,490,151
Price per share
$37.44
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,021,206
Total reported value
$111,078,919
% of total 13F portfolios
0%
Share change
+12,830
Value change
+$874,074
Number of holders
77
Price from insider filings
$37.44
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FIRST UNITED CORP/MD/ - Common Stock (FUNC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 5.3% $10,687,331 344,627 The Vanguard Group 30 Jun 2025
Fourthstone LLC 4.3% $8,433,337 278,788 Fourthstone LLC 31 Dec 2024

As of 30 Sep 2025, 77 institutional investors reported holding 3,021,206 shares of FIRST UNITED CORP/MD/ - Common Stock (FUNC). This represents 47% of the company’s total 6,490,151 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FIRST UNITED CORP/MD/ - Common Stock (FUNC) together control 42% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
DIMENSIONAL FUND ADVISORS LP 5.7% 366,864 -1.1% 0% $13,489,562
BlackRock, Inc. 5.3% 347,170 +5% 0% $12,765,440
VANGUARD GROUP INC 5.3% 341,163 -1% 0% $12,544,564
GENDELL JEFFREY L 2.7% 178,352 0% 0.12% $6,558,003
De Lisle Partners LLP 2.3% 150,390 0% 0.68% $5,520,065
GEODE CAPITAL MANAGEMENT, LLC 2.1% 139,408 -0.38% 0% $5,126,680
Fourthstone LLC 2.1% 135,366 +42% 0.89% $4,977,408
Huber Capital Management LLC 1.8% 119,937 0% 0.7% $4,410,083
RENAISSANCE TECHNOLOGIES LLC 1.8% 117,595 -3.7% 0.01% $4,323,968
AMERICAN CENTURY COMPANIES INC 1.6% 102,729 +12% 0% $3,777,345
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.6% 101,118 +1.2% 0% $3,718,109
ACADIAN ASSET MANAGEMENT LLC 1.4% 92,896 +1% 0.01% $3,413,000
STATE STREET CORP 1.2% 79,388 +18% 0% $2,919,097
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.1% 70,244 -0.19% 0.06% $2,582,872
NORTHERN TRUST CORP 0.93% 60,475 -6.5% 0% $2,223,666
Pinnacle Holdings, LLC 0.91% 58,976 0% 0.76% $2,168,548
GOLDMAN SACHS GROUP INC 0.74% 47,867 +50% 0% $1,760,070
MORGAN STANLEY 0.63% 41,114 -26% 0% $1,511,763
TrueMark Investments, LLC 0.54% 34,857 0.22% $1,281,692
Empowered Funds, LLC 0.5% 32,576 +12% 0.01% $1,197,820
TWO SIGMA INVESTMENTS, LP 0.49% 32,010 -9.3% 0% $1,177,008
Bank of New York Mellon Corp 0.47% 30,651 +5.3% 0% $1,127,019
Angel Oak Capital Advisors, LLC 0.43% 27,700 -18% 0.8% $1,018,529
SummerHaven Investment Management, LLC 0.39% 25,180 0.54% $925,869
HoldCo Asset Management, LP 0.32% 20,804 0% 0.08% $764,963

Institutional Holders of FIRST UNITED CORP/MD/ - Common Stock (FUNC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 459 $17,185 -$1,272,968 $37.44 2
2025 Q3 3,021,206 $111,078,919 +$874,074 $36.77 77
2025 Q2 3,007,606 $93,271,352 +$5,064,701 $31.01 65
2025 Q1 2,834,141 $85,055,323 -$1,202,942 $30.02 55
2024 Q4 2,833,798 $95,529,075 +$3,351,380 $33.71 55
2024 Q3 2,728,199 $81,448,695 +$7,987,416 $29.84 51
2024 Q2 2,461,829 $50,257,148 -$54,477 $20.42 41
2024 Q1 2,450,141 $56,144,344 +$2,905,271 $22.91 46
2023 Q4 2,209,092 $51,933,663 +$2,182,144 $23.51 42
2023 Q3 2,114,562 $34,307,571 +$207,989 $16.22 35
2023 Q2 2,117,009 $30,214,997 +$462,941 $14.26 36
2023 Q1 2,069,491 $34,895,524 -$592,205 $16.86 35
2022 Q4 2,096,085 $41,186,172 -$5,747 $19.65 38
2022 Q3 2,100,568 $34,761,283 +$424,383 $16.55 36
2022 Q2 2,073,948 $38,903,725 +$1,412,943 $18.76 35
2022 Q1 1,994,521 $44,934,774 +$1,761,368 $22.53 33
2021 Q4 1,923,914 $36,185,272 -$545,751 $18.77 32
2021 Q3 1,953,352 $36,332,552 -$1,330,589 $18.60 35
2021 Q2 2,030,241 $35,382,937 -$4,292,808 $17.43 37
2021 Q1 2,277,799 $40,134,559 -$1,010,602 $17.62 40
2020 Q4 2,371,719 $36,761,314 +$1,526,240 $15.50 42
2020 Q3 2,186,785 $25,605,574 -$1,544,717 $11.71 42
2020 Q2 2,301,481 $30,703,747 +$2,975,948 $13.34 43
2020 Q1 2,064,950 $29,508,233 -$3,477,783 $14.29 39
2019 Q4 2,161,293 $52,066,060 -$4,100,489 $24.09 46
2019 Q3 2,379,258 $52,343,544 -$5,613,206 $22.00 44
2019 Q2 2,656,166 $52,350,582 -$1,112,380 $19.71 42
2019 Q1 2,747,204 $47,416,267 +$4,329,887 $17.26 48
2018 Q4 2,502,719 $39,844,659 +$1,159,822 $15.92 48
2018 Q3 2,426,514 $45,619,828 +$716,091 $18.80 47
2018 Q2 2,386,654 $48,800,110 -$1,438,652 $20.45 48
2018 Q1 2,469,662 $47,415,627 +$3,155,208 $19.20 29
2017 Q4 2,320,483 $40,401,435 -$2,241,202 $17.40 30
2017 Q3 2,441,493 $40,572,969 +$1,609,620 $16.64 25
2017 Q2 2,345,563 $34,970,480 +$278,896 $14.90 27
2017 Q1 2,327,481 $33,750,000 +$7,972,452 $14.50 27
2016 Q4 1,807,884 $28,832,952 +$914,143 $15.95 29
2016 Q3 1,753,091 $21,703,454 +$223,169 $12.38 27
2016 Q2 1,737,157 $17,091,000 +$623,844 $9.84 27
2016 Q1 1,673,023 $18,318,000 +$1,138,453 $10.95 28
2015 Q4 1,563,517 $18,235,000 -$182,309 $11.66 22
2015 Q3 1,176,413 $9,656,000 -$420,755 $8.20 23
2015 Q2 1,229,227 $10,644,000 -$221,124 $8.66 25
2015 Q1 1,254,716 $11,425,000 +$184,877 $9.12 24
2014 Q4 1,234,425 $10,564,000 +$13,578 $8.54 22
2014 Q3 1,234,380 $9,808,000 -$116,127 $7.95 23
2014 Q2 1,247,473 $10,939,000 -$1,611 $8.77 21
2014 Q1 1,247,382 $9,486,000 +$618,981 $7.60 19