FUNC Institutional Ownership & Shareholders
FIRST UNITED CORP (FUNC) is currently held by 90 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $139.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of FUNC tracked by InsiderSet, reporting ownership valued at approximately $20.13M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.91M, representing an estimated gain of +3.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed FUNC value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in FIRST UNITED CORP (FUNC).
This page ranks the largest institutional FUNC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
90
Total Reported Value
$139.93M
Largest Holder
Blackrock, Inc.
Largest Position
$20.13M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 456,248 | $20,125,099 | $20,914,408 | +$789,309 | +3.92% | |
| Dimensional Fund Advisors Lp | 0.00% | 361,916 | $15,964,535 | $16,590,229 | +$625,694 | +3.92% | |
| Vanguard Capital Management Llc | 0.00% | 269,289 | $11,878,338 | $12,344,208 | +$465,870 | +3.92% | |
| Gendell Jeffrey L | 0.07% | 178,352 | $7,867,107 | $8,175,656 | +$308,549 | +3.92% | |
| De Lisle Partners Llp | 0.79% | 164,390 | $7,276,723 | $7,535,638 | +$258,915 | +3.56% | |
| Geode Capital Management, Llc | 0.00% | 151,702 | $6,693,843 | $6,954,020 | +$260,177 | +3.89% | |
| Huber Capital Management Llc | 0.78% | 119,937 | $5,290,421 | $5,497,912 | +$207,491 | +3.92% | |
| American Century Companies Inc | 0.00% | 113,551 | $5,008,735 | $5,205,178 | +$196,443 | +3.92% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 111,195 | $4,904,811 | $5,097,179 | +$192,368 | +3.92% |
| Acadian Asset Management Llc | 0.01% | 106,844 | $4,709,000 | $4,897,729 | +$188,729 | +4.01% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 101,766 | $4,488,898 | $4,664,953 | +$176,055 | +3.92% | |
| State Street Corp | 0.00% | 85,440 | $3,768,758 | $3,916,570 | +$147,812 | +3.92% | |
| Bridgeway Capital Management, Llc | 0.06% | 75,780 | $3,342,656 | $3,473,755 | +$131,099 | +3.92% | |
| Northern Trust Corp | 0.00% | 64,429 | $2,841,963 | $2,953,425 | +$111,462 | +3.92% | |
| Goldman Sachs Group Inc | 0.00% | 62,888 | $2,773,990 | $2,882,786 | +$108,796 | +3.92% | |
| Pinnacle Holdings, Llc | 0.80% | 58,916 | $2,598,785 | $2,700,709 | +$101,924 | +3.92% | |
| Morgan Stanley | 0.00% | 52,964 | $2,336,241 | $2,427,870 | +$91,629 | +3.92% | |
| Two Sigma Investments, Lp | 0.00% | 47,822 | $2,109,428 | $2,192,160 | +$82,732 | +3.92% | |
| Vanguard Portfolio Management Llc | 0.00% | 40,785 | $1,799,026 | $1,869,584 | +$70,558 | +3.92% | |
| Vanguard Fiduciary Trust Co | 0.00% | 39,638 | $1,748,432 | $1,817,006 | +$68,574 | +3.92% | |
| Empowered Funds, Llc | 0.01% | 38,112 | $1,681,120 | $1,747,054 | +$65,934 | +3.92% | |
| Daytona Street Capital Llc | 1.14% | 37,130 | $1,608,843 | $1,702,039 | +$93,196 | +5.79% | |
| Marshall Wace, Llp | 0.00% | 29,242 | $1,289,867 | $1,340,453 | +$50,586 | +3.92% | |
| Bank Of New York Mellon Corp | 0.00% | 25,576 | $1,128,142 | $1,172,404 | +$44,262 | +3.92% | |
| Lsv Asset Management | 0.00% | 24,000 | $1,059,000 | $1,100,160 | +$41,160 | +3.89% | |
| Qube Research & Technologies Ltd | 0.00% | 23,343 | $1,029,660 | $1,070,043 | +$40,383 | +3.92% | |
| Martingale Asset Management L P | 0.02% | 22,613 | $997,460 | $1,036,580 | +$39,120 | +3.92% | |
| Holdco Asset Management, Lp | 0.06% | 20,804 | $917,664 | $953,655 | +$35,991 | +3.92% | |
| Citadel Advisors Llc | 0.00% | 19,928 | $879,024 | $913,500 | +$34,476 | +3.92% | |
| Charles Schwab Investment Management Inc | 0.00% | 17,651 | $778,586 | $809,122 | +$30,536 | +3.92% | |
| Angel Oak Capital Advisors, Llc | 0.95% | 17,000 | $749,870 | $779,280 | +$29,410 | +3.92% | |
| Los Angeles Capital Management Llc | 0.00% | 14,771 | $651,549 | $677,103 | +$25,554 | +3.92% | |
| Royal Bank Of Canada | 0.00% | 13,149 | $580,000 | $602,750 | +$22,750 | +3.92% | |
| Trexquant Investment Lp | 0.00% | 12,058 | $531,878 | $552,739 | +$20,861 | +3.92% | |
| Nuveen, Llc | 0.00% | 11,985 | $528,659 | $549,392 | +$20,733 | +3.92% | |
| Price T Rowe Associates Inc | 0.00% | 11,619 | $513,000 | $532,615 | +$19,615 | +3.82% | |
| Hsbc Holdings Plc | 0.00% | 11,484 | $501,966 | $526,427 | +$24,461 | +4.87% | |
| Squarepoint Ops Llc | 0.00% | 11,100 | $489,621 | $508,824 | +$19,203 | +3.92% | |
| Barclays Plc | 0.00% | 10,178 | $448,951 | $466,560 | +$17,609 | +3.92% | |
| Prudential Financial Inc | 0.00% | 8,125 | $358,394 | $372,450 | +$14,056 | +3.92% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 7,781 | $343,220 | $356,681 | +$13,461 | +3.92% | |
| Trail Ridge Investment Advisors, Llc | 0.15% | 8,021 | $343,054 | $367,683 | +$24,629 | +7.18% | |
| Aqr Capital Management Llc | 0.00% | 7,676 | $338,572 | $351,868 | +$13,296 | +3.93% | |
| Osaic Holdings, Inc. | 0.00% | 7,114 | $313,803 | $326,106 | +$12,303 | +3.92% | |
| Millennium Management Llc | 0.00% | 6,951 | $306,609 | $318,634 | +$12,025 | +3.92% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 6,299 | $277,849 | $288,746 | +$10,897 | +3.92% | |
| Ritholtz Wealth Management | 0.00% | 5,813 | $256,407 | $266,468 | +$10,061 | +3.92% | |
| Wealthspire Advisors, Llc | 0.00% | 5,742 | $253,280 | $263,213 | +$9,933 | +3.92% | |
| Lazard Asset Management Llc | 0.00% | 5,595 | $246,795 | $256,475 | +$9,680 | +3.92% | |
| Canada Pension Plan Investment Board | 0.00% | 5,400 | $238,194 | $247,536 | +$9,342 | +3.92% |
Frequently asked questions about FUNC
Who are the largest institutional holders of FUNC?
The largest institutional holders of FUNC reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, Gendell Jeffrey L, and De Lisle Partners Llp. InsiderSet ranks institutional holders by their latest reported FUNC position.
What is FUNC institutional ownership?
This page tracks FUNC positions reported by institutional investment managers through SEC Form 13F. FIRST UNITED CORP (FUNC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FUNC?
InsiderSet currently tracks 90 institutional managers reporting FUNC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FUNC shareholders.
How much FUNC stock do institutions own?
Institutional investment managers disclosed approximately $139.93M in FUNC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FUNC institutional ownership last updated?
The latest FUNC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FUNC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FUNC position after the reporting date.
Are institutions buying or selling FUNC?
Institutional buying and selling can be analyzed by comparing FUNC positions across consecutive 13F reporting periods. InsiderSet's FUNC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FUNC ownership changes.
How has FUNC institutional ownership changed over time?
InsiderSet tracks FUNC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.