Union Bankshares, Inc.
Union Bankshares, Inc. (UNB) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · UNB · as of Sep 30, 2025
Ownership Breakdown
48
Institutional Holders
▲ 13 vs Q2
$26.32M
Total Inst. Value
▼ $2.70M vs Q2
4.61M
Shares Outstanding
freeFloat 77.13%
1.06M
13F Shares Held
▼ 27,054 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
UNB largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
FMR LLC state commercial banks | 192.3K | 4.20% | 4.20% | $4.76B | Nov 13, 2025 | ▼ 87.9K |
VANGUARD GROUP INC state commercial banks | 185.1K | 4.05% | 4.05% | $4.58B | Nov 7, 2025 | ▲ 529 |
BLACKROCK, INC. state commercial banks | 160.9K | 3.52% | 3.52% | $3.98B | Nov 12, 2025 | ▲ 27.5K |
CARDINAL CAPITAL MANAGEMENT state commercial banks | 96.2K | 2.10% | 2.10% | $2.38B | Oct 23, 2025 | ▲ 11.7K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 86.1K | 1.88% | 1.88% | $2.13B | Nov 12, 2025 | ▼ 245 |
NORTHERN TRUST CORP state commercial banks | 46.0K | 1.01% | 1.01% | $1.14B | Nov 14, 2025 | ▼ 4.7K |
SPEARS ABACUS ADVISORS LLC state commercial banks | 42.1K | 92.02% | 92.02% | $1.04B | Nov 14, 2025 | — held |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 41.0K | 89.64% | 89.64% | $1.02B | Nov 12, 2025 | ▲ 1.7K |
STATE STREET CORP state commercial banks | 36.6K | 80.10% | 80.10% | $906.86M | Nov 14, 2025 | ▲ 2.5K |
LPL FINANCIAL LLC state commercial banks | 31.3K | 68.40% | 68.40% | $774.40M | Nov 12, 2025 | ▲ 1.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
12
Increased
+48.3K shares14
New Positions
first time holders13
Decreased
−102.4K shares2
Sold Out
fully exitedNet shares change (top 50)
54.1K
+48.3K / −102.4K
Net new holders
+11
14 new / 2 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
UNB insider trading · insider activity
Source: SEC Form 4
9
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
SPITLER JANET P director | May 20, 2026 | Award | 694 | — | — | 2.4K | Form 4 ↗ |
Bugbee Dawn D director | May 20, 2026 | Award | 694 | — | — | 6.1K | Form 4 ↗ |
Sargent Timothy Willis Vice-Chairman | May 20, 2026 | Award | 694 | — | — | 4.8K | Form 4 ↗ |
Frame Walter B III Director of Union Bank | May 20, 2026 | Award | 694 | — | — | 1.7K | Form 4 ↗ |
Putnam Nancy C director | May 20, 2026 | Award | 694 | — | — | 5.4K | Form 4 ↗ |
Sargent Gregory D director | May 20, 2026 | Award | 694 | — | — | 2.9K | Form 4 ↗ |
Weidley Jeffrey F President | May 4, 2026 | Award | 3,000 | — | — | 3.0K | Form 4 ↗ |
Cote Steven P Director of Union Bank | May 20, 2026 | Award | 694 | — | — | 794 | Form 4 ↗ |
Parent Mary K director | May 20, 2026 | Award | 694 | — | — | 2.2K | Form 4 ↗ |
Kendall Stephen H Officer of Union Bank | Mar 11, 2026 | Award | 2,301 | — | — | 11.5K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Union Bankshares, Inc. (UNB) is primarily owned by institutional investors, who hold approximately 23.0% of total shares outstanding. Company insiders own approximately 22.87%, while retail and public investors account for the remaining 54.09%.
The largest institutional shareholder of Union Bankshares, Inc. is FMR LLC, holding approximately 192,253 shares — equal to 4.20% of outstanding shares — as of September 30, 2025.
A total of 48 institutional investors currently hold UNB stock, with a combined institutional value of approximately $26,320,111 as of the most recent 13F filing period.
Frequently asked questions
UNB ownershipUnion Bankshares, Inc. (UNB) is primarily owned by institutional investors, who hold approximately 23.0% of shares. The largest shareholder is FMR LLC with a 4.20% stake. Company insiders hold 22.87%. Data sourced from SEC Form 13F as of September 30, 2025.