Who Owns UNION BANKSHARES INC (UNB)? -- Institutional Holders (2026-06-30)
63 institutions reported holding $19.1M of UNION BANKSHARES INC (UNB) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANGUARD GROUP INC ($4.3M), Cardinal Capital Management ($2.5M), Truffle Hound Capital, LLC ($1.9M), BlackRock, Inc. ($1.6M), GEODE CAPITAL MANAGEMENT, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VANGUARD GROUP INC | $4.3M | 175,299 | Trimmed |
| 2 | Cardinal Capital Management | $2.5M | 104,509 | Added |
| 3 | Truffle Hound Capital, LLC | $1.9M | 80,000 | New |
| 4 | BlackRock, Inc. | $1.6M | 65,942 | Trimmed |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $1.1M | 45,223 | Trimmed |
| 6 | DIMENSIONAL FUND ADVISORS LP | $995,890 | 41,052 | Hold |
| 7 | Cannell & Spears LLC | $974,500 | 40,169 | Hold |
| 8 | MILLENNIUM MANAGEMENT LLC | $769,260 | 31,709 | New |
| 9 | TRUST CO OF VERMONT | $711,376 | 29,323 | Hold |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $530,130 | 21,852 | Added |
| 11 | MORGAN STANLEY | $515,186 | 21,236 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $405,700 | 16,723 | Trimmed |
| 13 | NORTHERN TRUST CORP | $400,144 | 16,494 | Trimmed |
| 14 | JANE STREET GROUP, LLC | $338,815 | 13,966 | New |
| 15 | LPL Financial LLC | $337,787 | 13,924 | Added |
| 16 | AQR CAPITAL MANAGEMENT LLC | $324,832 | 13,390 | New |
| 17 | STATE STREET CORP | $271,494 | 11,191 | Trimmed |
| 18 | HSBC HOLDINGS PLC | $251,576 | 10,535 | New |
| 19 | CITADEL ADVISORS LLC | $227,583 | 9,381 | Trimmed |
| 20 | Squarepoint Ops LLC | $224,672 | 9,261 | New |
| 21 | Community Financial Services Group, LLC | $177,202 | 7,180 | Trimmed |
| 22 | BARCLAYS PLC | $70,669 | 2,913 | Trimmed |
| 23 | Russell Investments Group, Ltd. | $49,738 | 2,050 | Added |
| 24 | UBS Group AG | $26,953 | 1,111 | Trimmed |
| 25 | WELLS FARGO & COMPANY/MN | $18,687 | 771 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30