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
6,452,275
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
+$874,076
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% $10,566,264 344,627 The Vanguard Group 30 Jun 2025
BlackRock, Inc. 5.1% $12,319,902 329,066 BlackRock, Inc. 31 Dec 2025
Fourthstone LLC 4.3% $8,346,913 278,788 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 6,452,275 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FIRST UNITED CORP/MD/ - Common Stock (FUNC) together control 43% 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. 5.4% 347,170 +5% 0% $12,765,440
VANGUARD GROUP INC 5.3% 341,163 -1% 0% $12,544,564
GENDELL JEFFREY L 2.8% 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 2.2% 139,408 -0.38% 0% $5,126,680
Fourthstone LLC 2.1% 135,366 +42% 0.89% $4,977,408
Huber Capital Management LLC 1.9% 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 0.94% 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 0.64% 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 0.5% 32,010 -9.3% 0% $1,177,008
Bank of New York Mellon Corp 0.48% 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 37,589 $1,407,332 -$1,272,968 $37.44 3
2025 Q3 3,021,206 $111,078,919 +$874,076 $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 -$1,202,941 $30.02 55
2024 Q4 2,833,798 $95,529,075 +$3,351,383 $33.71 55
2024 Q3 2,728,199 $81,448,695 +$7,987,418 $29.84 51
2024 Q2 2,461,929 $50,259,190 -$54,484 $20.42 42
2024 Q1 2,450,141 $56,144,344 +$2,836,492 $22.91 46
2023 Q4 2,191,533 $51,520,851 +$2,157,108 $23.51 41
2023 Q3 2,114,562 $34,307,571 +$206,102 $16.22 35
2023 Q2 2,104,868 $30,041,997 +$462,601 $14.26 35
2023 Q1 2,069,491 $34,895,524 -$592,206 $16.86 35
2022 Q4 2,096,085 $41,186,172 -$6,574 $19.65 38
2022 Q3 2,099,767 $34,748,283 +$422,351 $16.55 35
2022 Q2 2,073,194 $38,890,725 +$1,412,501 $18.76 33
2022 Q1 1,994,521 $44,934,774 +$1,750,662 $22.53 33
2021 Q4 1,900,830 $35,752,272 -$529,679 $18.78 30
2021 Q3 1,953,425 $36,334,552 -$1,300,266 $18.60 35
2021 Q2 2,004,671 $34,937,937 -$4,220,604 $17.43 35
2021 Q1 2,251,027 $39,662,559 -$893,514 $17.62 39
2020 Q4 2,371,719 $36,761,314 +$1,525,483 $15.50 42
2020 Q3 2,180,374 $25,530,574 -$1,493,067 $11.71 41
2020 Q2 2,301,481 $30,703,747 +$2,975,929 $13.34 43
2020 Q1 2,064,950 $29,508,233 -$3,477,793 $14.29 39
2019 Q4 2,161,293 $52,066,060 -$4,100,480 $24.09 46
2019 Q3 2,379,258 $52,343,544 -$5,612,216 $22.00 44
2019 Q2 2,656,096 $52,349,582 -$1,112,458 $19.71 41
2019 Q1 2,747,204 $47,416,267 +$4,329,502 $17.26 48
2018 Q4 2,486,383 $39,584,659 +$1,529,262 $15.92 44
2018 Q3 2,423,782 $45,568,828 +$654,257 $18.80 46
2018 Q2 2,385,024 $48,767,110 -$1,438,627 $20.45 47
2018 Q1 2,469,662 $47,415,627 +$3,155,199 $19.20 29
2017 Q4 2,320,483 $40,401,435 -$2,241,198 $17.40 30
2017 Q3 2,441,493 $40,572,969 +$1,608,041 $16.64 25
2017 Q2 2,345,201 $34,965,480 +$295,345 $14.90 26
2017 Q1 2,327,481 $33,750,000 +$7,972,451 $14.50 27
2016 Q4 1,807,884 $28,832,952 +$914,145 $15.95 29
2016 Q3 1,753,091 $21,703,454 +$223,169 $12.38 27
2016 Q2 1,737,157 $17,091,000 +$622,730 $9.84 27
2016 Q1 1,672,559 $18,313,000 +$1,139,156 $10.95 27
2015 Q4 1,563,517 $18,235,000 -$182,310 $11.66 22
2015 Q3 1,176,413 $9,656,000 -$423,639 $8.20 23
2015 Q2 1,174,514 $10,170,000 -$209,603 $8.66 24
2015 Q1 1,254,716 $11,425,000 +$184,877 $9.12 24
2014 Q4 1,234,425 $10,564,000 +$13,579 $8.54 22
2014 Q3 1,234,380 $9,808,000 -$112,452 $7.95 23
2014 Q2 1,247,473 $10,939,000 -$1,611 $8.77 21
2014 Q1 1,247,382 $9,486,000 +$618,982 $7.60 19