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
$23.73
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,062,898
Total reported value
$26,318,848
% of total 13F portfolios
0%
Share change
-27,124
Value change
-$698,969
Number of holders
47
Price from insider filings
$23.73
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 30 Sep 2025, 47 institutional investors reported holding 1,062,898 shares of UNION BANKSHARES INC - COMMON STOCK (UNB). This represents 23% 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 23% 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
FMR LLC 4.2% 192,253 -31% 0% $4,760,186
VANGUARD GROUP INC 4% 185,095 +0.29% 0% $4,582,952
BlackRock, Inc. 3.5% 160,913 +21% 0% $3,984,206
Cardinal Capital Management 2.1% 96,203 +14% 0.33% $2,381,987
GEODE CAPITAL MANAGEMENT, LLC 1.9% 86,065 -0.28% 0% $2,131,230
NORTHERN TRUST CORP 1% 45,977 -9.3% 0% $1,138,390
Cannell & Spears LLC 0.92% 42,080 0% 0.02% $1,041,901
DIMENSIONAL FUND ADVISORS LP 0.9% 40,990 +4.3% 0% $1,015,100
STATE STREET CORP 0.8% 36,626 +7.5% 0% $906,860
LPL Financial LLC 0.68% 31,276 +3.9% 0% $774,401
TRUST CO OF VERMONT 0.64% 29,323 +0.69% 0.03% $726,037
RENAISSANCE TECHNOLOGIES LLC 0.42% 19,013 +11% 0% $470,762
TrueMark Investments, LLC 0.33% 14,960 0.06% $370,410
MORGAN STANLEY 0.31% 14,418 -21% 0% $356,991
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.24% 11,210 -0.38% 0% $277,560
CITADEL ADVISORS LLC 0.22% 10,023 0% $248,169
Bank of New York Mellon Corp 0.19% 8,520 0% $210,955
BARCLAYS PLC 0.13% 5,994 -14% 0% $148,411
BANK OF AMERICA CORP /DE/ 0.11% 4,851 -17% 0% $120,111
DEUTSCHE BANK AG\ 0.1% 4,699 0% $116,347
RHUMBLINE ADVISERS 0.07% 3,229 -15% 0% $79,944
WELLS FARGO & COMPANY/MN 0.07% 3,041 +13% 0% $75,296
NEW YORK STATE COMMON RETIREMENT FUND 0.06% 2,900 -26% 0% $71,804
Russell Investments Group, Ltd. 0.06% 2,543 0% $62,963
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% 1,734 -13% 0% $42,934

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 29,323 $695,835 -$370,435 $23.73 1
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