First UnitedFUNC
13F holders, Q3 2025 (September 30)78holders +13
18new positions
5sold out
3famous investors
$36.77avg. 13F price*
At the end of Q3 2025, 78 institutions reported holding First United Corp. (FUNC) in their 13F filings, up 13 from Q2 2025. 18 opened new positions and 5 sold out. The largest holders were Dimensional Fund Advisors LP ($13.5M), BlackRock, Inc. ($12.8M) and Vanguard Group Inc. ($12.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.0M |
| Exits | 5 | $2.2M |
All 13F filers, Q2 2025 → Q3 2025: 223,401 shares bought and 209,786 shares sold, net +13,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.1% | 366,864 | $13.5M |
| BlackRock, Inc. | 0.00% | Add +5.0% | 347,170 | $12.8M |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 341,163 | $12.5M |
| Gendell Jeffrey L | 0.12% | No change | 178,352 | $6.6M |
| De Lisle Partners LLP | 0.68% | No change | 150,390 | $5.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 139,408 | $5.1M |
| Fourthstone LLC | 0.89% | Add +41.6% | 135,366 | $5.0M |
| Huber Capital Management LLC | 0.70% | No change | 119,937 | $4.4M |
| Renaissance Technologies | 0.01% | Reduce -3.7% | 117,595 | $4.3M |
| American Century Companies Inc. | 0.00% | Add +12.3% | 102,729 | $3.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +1.2% | 101,118 | $3.7M |
| Acadian Asset Management LLC | 0.01% | Add +1.0% | 92,896 | $3.4M |
| State Street Corp. | 0.00% | Add +18.1% | 79,388 | $2.9M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -0.2% | 70,244 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 60,475 | $2.2M |
| Pinnacle Holdings, LLC | 0.85% | No change | 58,976 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +49.5% | 47,867 | $1.8M |
| Morgan Stanley | 0.00% | Reduce -26.3% | 41,114 | $1.5M |
| TrueMark Investments, LLC | 0.22% | New | 34,857 | $1.3M |
| Empowered Funds, LLC | 0.01% | Add +12.3% | 32,576 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -9.3% | 32,010 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +5.3% | 30,651 | $1.1M |
| Angel Oak Capital Advisors, LLC | 0.80% | Reduce -17.8% | 27,700 | $1.0M |
| SummerHaven Investment Management, LLC | 0.54% | New | 25,180 | $926K |
| HoldCo Asset Management, LP | 0.08% | No change | 20,804 | $765K |
| Trexquant Investment LP | 0.01% | Add +23.0% | 20,231 | $744K |
| Marshall Wace, LLP | 0.00% | New | 20,197 | $743K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 17,974 | $661K |
| LSV Asset Management | 0.00% | No change | 15,900 | $585K |
| Royal Bank of Canada | 0.00% | Reduce -24.0% | 15,144 | $557K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.7% | 14,273 | $525K |
| Nuveen, LLC | 0.00% | Add +70.3% | 13,347 | $491K |
| Jane Street Group, LLC | 0.00% | New | 11,245 | $413K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,929 | $402K |
| Barclays PLC | 0.00% | Reduce -9.9% | 10,753 | $395K |
| Ritholtz Wealth Management | 0.01% | Reduce -15.8% | 8,434 | $310K |
| Invesco Ltd. | 0.00% | Reduce -27.0% | 8,105 | $298K |
| Two Sigma Advisers, LP | 0.00% | Reduce -17.4% | 8,100 | $298K |
| Millennium Management | 0.00% | Reduce -79.0% | 7,727 | $284K |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 6,967 | $256K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.5% | 6,754 | $248K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,503 | $239K |
| Rhumbline Advisers | 0.00% | Reduce -0.2% | 5,727 | $211K |
| Citadel Advisors | 0.00% | Reduce -84.3% | 5,709 | $210K |
| JPMorgan Chase & Co. | 0.00% | Add +9.0% | 5,208 | $191K |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 5,060 | $186K |
| Deutsche Bank AG | 0.00% | New | 4,996 | $184K |
| Logan Capital Management Inc. | 0.01% | No change | 4,951 | $182K |
| Wells Fargo & Company | 0.00% | Add +19.5% | 4,616 | $170K |
| UBS Group AG | 0.00% | Reduce -7.7% | 4,193 | $154K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,733 | $137K |
| New York State Common Retirement Fund | 0.00% | No change | 3,400 | $125K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,000 | $110K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.1% | 2,829 | $104K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +87.6% | 2,189 | $80K |
| BNP Paribas Financial Markets | 0.00% | Add +102.1% | 1,524 | $56K |
| STRS Ohio | 0.00% | No change | 1,200 | $44K |
| FMR LLC | 0.00% | Reduce -88.0% | 780 | $29K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 615 | $23K |
| Legal & General Group Plc | 0.00% | No change | 544 | $20K |
| Russell Investments Group, Ltd. | 0.00% | New | 499 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +489.0% | 430 | $16K |
| Sterling Capital Management LLC | 0.00% | Add +154.6% | 415 | $15K |
| Whittier Trust Co. | 0.00% | New | 392 | $14K |
| State of Wyoming | 0.00% | Reduce -13.7% | 385 | $14K |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 377 | $14K |
| NewEdge Advisors, LLC | 0.00% | New | 239 | $9K |
| AdvisorNet Financial, Inc | 0.00% | New | 225 | $8K |
| Amalgamated Bank | 0.00% | No change | 206 | $8K |
| Cwm, LLC | 0.00% | New | 204 | $8K |
| Citigroup Inc. | 0.00% | Reduce -96.6% | 69 | $3K |
| Covestor Ltd | 0.00% | New | 33 | $1K |
| Arax Advisory Partners | 0.00% | New | 20 | $736 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 18 | $662 |
| Essential Partners LLC | 0.00% | New | 15 | $552 |
| Allworth Financial LP | 0.00% | New | 5 | $184 |
| IFP Advisors, Inc | 0.00% | New | 1 | $37 |
| True Wealth Design, LLC | 0.00% | New | 1 | $37 |
"% of holder's portfolio" is FUNC's weight in each manager's 13F, not the share of First United Corp. the manager owns.