First UnitedFUNC
13F holders, Q2 2025 (June 30)65holders +10
24new positions
15sold out
3famous investors
$31.01avg. 13F price*
At the end of Q2 2025, 65 institutions reported holding First United Corp. (FUNC) in their 13F filings, up 10 from Q1 2025. 24 opened new positions and 15 sold out. The largest holders were Dimensional Fund Advisors LP ($11.5M), Vanguard Group Inc. ($10.7M) and BlackRock, Inc. ($10.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First United Corp.
- CUSIP
- 33741H107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $6.5M |
| Exits | 15 | $10.7M |
All 13F filers, Q1 2025 → Q2 2025: 780,531 shares bought and 627,870 shares sold, net +152,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.9% | 370,903 | $11.5M |
| Vanguard Group Inc. | 0.00% | Add +13.1% | 344,627 | $10.7M |
| BlackRock, Inc. | 0.00% | Add +281.7% | 330,574 | $10.3M |
| Gendell Jeffrey L | 0.15% | No change | 178,352 | $5.5M |
| De Lisle Partners LLP | 0.66% | Add +7.9% | 150,390 | $4.7M |
| Geode Capital Management, LLC | 0.00% | Add +112.3% | 139,939 | $4.3M |
| Renaissance Technologies | 0.01% | Add +8.2% | 122,095 | $3.8M |
| Huber Capital Management LLC | 0.63% | Reduce -3.5% | 119,937 | $3.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 99,924 | $3.1M |
| Fourthstone LLC | 0.58% | New | 95,617 | $3.0M |
| Acadian Asset Management LLC | 0.01% | Add +3.5% | 91,972 | $2.9M |
| American Century Companies Inc. | 0.00% | Add +1.6% | 91,454 | $2.8M |
| Bridgeway Capital Management, LLC | 0.05% | Add +3.6% | 70,378 | $2.2M |
| State Street Corp. | 0.00% | Add +153.5% | 67,214 | $2.1M |
| Northern Trust Corp. | 0.00% | Add +108.3% | 64,672 | $2.0M |
| Pinnacle Holdings, LLC | 0.76% | No change | 58,976 | $1.8M |
| Morgan Stanley | 0.00% | Add +31.4% | 55,817 | $1.7M |
| Hillsdale Investment Management Inc. | 0.06% | Add +29055.6% | 52,480 | $1.6M |
| Millennium Management | 0.00% | Reduce -73.9% | 36,731 | $1.1M |
| Citadel Advisors | 0.00% | Add +12.4% | 36,467 | $1.1M |
| Two Sigma Investments, LP | 0.00% | New | 35,280 | $1.1M |
| Angel Oak Capital Advisors, LLC | 1.48% | Add +31.1% | 33,700 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.5% | 32,015 | $993K |
| Bank of New York Mellon Corp | 0.00% | Add +79.2% | 29,119 | $903K |
| Empowered Funds, LLC | 0.01% | Add +9.3% | 29,010 | $900K |
| HoldCo Asset Management, LP | 0.10% | — | 20,804 | $645K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.2% | 20,171 | $626K |
| Royal Bank of Canada | 0.00% | Add +17.8% | 19,935 | $618K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -37.5% | 18,959 | $588K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 17,974 | $557K |
| Trexquant Investment LP | 0.01% | Reduce -26.0% | 16,445 | $510K |
| LSV Asset Management | 0.00% | No change | 15,900 | $493K |
| Barclays PLC | 0.00% | Reduce -8.1% | 11,929 | $370K |
| Invesco Ltd. | 0.00% | Add +3.4% | 11,105 | $344K |
| T. Rowe Price Associates Inc. | 0.00% | Add +38.3% | 10,929 | $339K |
| Ritholtz Wealth Management | 0.01% | Reduce -36.2% | 10,011 | $310K |
| Two Sigma Advisers, LP | 0.00% | New | 9,800 | $304K |
| Corton Capital Inc. | 0.31% | New | 8,547 | $265K |
| Nuveen, LLC | 0.00% | New | 7,837 | $243K |
| Lazard Asset Management LLC | 0.00% | Reduce -24.1% | 7,547 | $234K |
| Osaic Holdings, Inc. | 0.00% | New | 6,921 | $215K |
| FMR LLC | 0.00% | Add +616.7% | 6,479 | $201K |
| Rhumbline Advisers | 0.00% | New | 5,736 | $178K |
| Bank of America Corp. | 0.00% | Add +154.5% | 5,217 | $162K |
| Logan Capital Management Inc. | 0.01% | No change | 4,951 | $154K |
| JPMorgan Chase & Co. | 0.00% | New | 4,777 | $148K |
| UBS Group AG | 0.00% | Reduce -45.0% | 4,545 | $141K |
| Wells Fargo & Company | 0.00% | Add +620.9% | 3,864 | $120K |
| MetLife Investment Management, LLC | 0.00% | New | 3,733 | $116K |
| New York State Common Retirement Fund | 0.00% | New | 3,400 | $105K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 3,293 | $102K |
| Citigroup Inc. | 0.00% | Reduce -65.4% | 2,019 | $63K |
| STRS Ohio | 0.00% | New | 1,200 | $37K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 1,167 | $36K |
| TD Waterhouse Canada Inc. | 0.00% | New | 930 | $31K |
| BNP Paribas Financial Markets | 0.00% | New | 754 | $23K |
| Raymond James Financial Inc. | 0.00% | New | 643 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 615 | $19K |
| Legal & General Group Plc | 0.00% | New | 544 | $17K |
| State of Wyoming | 0.00% | Reduce -62.0% | 446 | $14K |
| California State Teachers Retirement System | 0.00% | New | 376 | $12K |
| Amalgamated Bank | 0.00% | New | 206 | $6K |
| Sterling Capital Management LLC | 0.00% | New | 163 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 73 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 18 | $558 |
"% of holder's portfolio" is FUNC's weight in each manager's 13F, not the share of First United Corp. the manager owns.