UNION BANKSHARES INC - COMMON STOCK (UNB) Institutional Ownership

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

Type / Class
Equity / COMMON STOCK
Symbol
UNB on Nasdaq
Shares outstanding
4,577,454
Price per share
$24.98
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
916,675
Total reported value
$21,753,432
% of total 13F portfolios
0%
Share change
-146,588
Value change
-$3,504,176
Number of holders
46
Price from insider filings
$24.98
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UNION BANKSHARES INC - COMMON STOCK (UNB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 4.2% -35% $4,760,186 -$2,249,297 192,253 -32% FMR LLC 30 Sep 2025

As of 31 Dec 2025, 46 institutional investors reported holding 916,675 shares of UNION BANKSHARES INC - COMMON STOCK (UNB). This represents 20% of the company’s total 4,577,454 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UNION BANKSHARES INC - COMMON STOCK (UNB) together control 20% 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
VANGUARD GROUP INC 4.3% 198,178 +7.1% 0% $4,702,763
BlackRock, Inc. 4.3% 195,683 +22% 0% $4,643,558
Cardinal Capital Management 2.1% 95,733 -0.49% 0.3% $2,271,745
GEODE CAPITAL MANAGEMENT, LLC 1.9% 87,314 +1.5% 0% $2,072,199
NORTHERN TRUST CORP 0.98% 45,020 -2.1% 0% $1,068,325
DIMENSIONAL FUND ADVISORS LP 0.9% 41,052 +0.15% 0% $974,118
Cannell & Spears LLC 0.88% 40,169 -4.5% 0.02% $953,210
STATE STREET CORP 0.81% 37,275 +1.8% 0% $884,536
LPL Financial LLC 0.66% 30,130 -3.7% 0% $714,988
TRUST CO OF VERMONT 0.64% 29,323 0% 0.03% $695,835
MORGAN STANLEY 0.45% 20,791 +44% 0% $493,376
RENAISSANCE TECHNOLOGIES LLC 0.39% 18,032 -5.2% 0% $427,899
GOLDMAN SACHS GROUP INC 0.29% 13,098 0% $310,816
CITADEL ADVISORS LLC 0.28% 12,996 +30% 0% $308,395
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.24% 11,210 0% 0% $266,013
BARCLAYS PLC 0.19% 8,542 +43% 0% $202,701
BANK OF AMERICA CORP /DE/ 0.12% 5,305 +9.4% 0% $125,888
WELLS FARGO & COMPANY/MN 0.1% 4,757 +56% 0% $112,884
DEUTSCHE BANK AG\ 0.1% 4,607 -2% 0% $109,324
NEW YORK STATE COMMON RETIREMENT FUND 0.06% 2,900 0% 0% $68,817
RHUMBLINE ADVISERS 0.05% 2,461 -24% 0% $58,394
Kestra Advisory Services, LLC 0.04% 1,787 0% $42,415
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% 1,778 +2.5% 0% $42,192
JPMORGAN CHASE & CO 0.03% 1,454 -14% 0% $34,503
Police & Firemen's Retirement System of New Jersey 0.03% 1,202 0% 0% $28,523

Institutional Holders of UNION BANKSHARES INC - COMMON STOCK (UNB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 916,675 $21,753,432 -$3,504,176 $23.73 46
2025 Q3 1,062,898 $26,318,848 -$698,969 $24.76 47
2025 Q2 1,090,003 $29,016,435 +$3,982,901 $26.62 35
2025 Q1 915,982 $28,828,874 +$941,635 $31.47 33
2024 Q4 888,705 $25,693,672 +$4,134,617 $28.91 32
2024 Q3 745,679 $19,338,855 +$359,268 $25.93 26
2024 Q2 732,026 $15,726,054 -$967,347 $21.48 27
2024 Q1 767,003 $23,391,212 +$3,028,639 $30.50 28
2023 Q4 667,618 $20,462,083 +$4,840,096 $30.65 30
2023 Q3 509,765 $11,117,338 +$476,494 $21.47 23
2023 Q2 488,271 $11,303,786 +$79,280 $23.25 23
2023 Q1 484,889 $10,721,578 +$252,756 $22.11 25
2022 Q4 480,406 $11,431,245 -$818,714 $24.00 27
2022 Q3 516,297 $11,678,701 -$941,875 $22.62 26
2022 Q2 556,642 $14,556,811 -$891,893 $26.15 25
2022 Q1 588,786 $18,220,244 -$306,271 $31.06 28
2021 Q4 609,197 $17,973,162 -$72,851 $29.80 29
2021 Q3 611,793 $19,876,278 +$630,034 $31.96 31
2021 Q2 597,314 $21,621,448 +$2,311,578 $36.19 33
2021 Q1 533,533 $16,004,200 -$89,004 $30.00 31
2020 Q4 540,118 $13,885,028 +$1,387,084 $25.70 28
2020 Q3 492,086 $9,977,962 +$411,258 $20.27 23
2020 Q2 472,631 $8,845,944 -$5,169,828 $18.72 27
2020 Q1 733,746 $16,511,557 -$1,278,071 $22.50 34
2019 Q4 762,638 $27,647,619 +$1,154,074 $36.26 42
2019 Q3 730,454 $23,053,703 +$178,131 $31.56 38
2019 Q2 722,777 $26,744,576 +$641,711 $37.01 40
2019 Q1 717,090 $32,437,993 -$368,927 $45.22 41
2018 Q4 714,623 $34,145,716 -$948,760 $47.76 40
2018 Q3 731,853 $38,895,388 +$1,473,097 $53.15 43
2018 Q2 704,149 $36,545,266 +$308,084 $51.90 40
2018 Q1 698,868 $35,493,913 +$303,143 $50.79 40
2017 Q4 692,343 $36,659,113 +$1,555,735 $52.96 41
2017 Q3 662,907 $32,082,876 +$1,015,857 $48.40 38
2017 Q2 641,912 $30,496,475 +$3,544,444 $47.50 38
2017 Q1 630,211 $27,057,344 +$7,163,269 $42.95 40
2016 Q4 618,445 $28,113,363 +$3,084,680 $45.45 39
2016 Q3 551,335 $18,772,354 +$1,818,372 $34.05 36
2016 Q2 497,951 $18,102,973 +$8,380,818 $36.36 34
2016 Q1 267,661 $7,645,000 +$915,836 $28.56 19
2015 Q4 235,637 $6,575,000 -$181,263 $27.91 18
2015 Q3 243,265 $6,441,000 -$34,258 $26.48 18
2015 Q2 244,562 $6,390,226 +$183,968 $26.13 18
2015 Q1 237,526 $6,016,060 -$30,335 $25.30 18
2014 Q4 174,233 $4,153,375 -$86,517 $23.82 16
2014 Q3 177,383 $4,262,397 +$500,754 $23.97 17
2014 Q2 156,472 $3,892,000 -$2,638,300 $24.92 12
2014 Q1 261,757 $6,246,000 +$2,444,304 $22.95 14