First UnitedFUNC
13F holders, Q4 2025 (December 31)86holders +8
14new positions
7sold out
3famous investors
$37.42avg. 13F price*
At the end of Q4 2025, 86 institutions reported holding First United Corp. (FUNC) in their 13F filings, up 8 from Q3 2025. 14 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($14.5M), Dimensional Fund Advisors LP ($13.6M) and Vanguard Group Inc. ($12.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First United Corp.
- CUSIP
- 33741H107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.4M |
| Exits | 7 | $2.3M |
All 13F filers, Q3 2025 → Q4 2025: 230,899 shares bought and 199,414 shares sold, net +31,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| BlackRock, Inc. | 0.00% | Add +11.5% | 387,019 | $14.5M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.2% | 362,529 | $13.6M |
| Vanguard Group Inc. | 0.00% | Add +0.6% | 343,288 | $12.9M |
| Gendell Jeffrey L | 0.12% | No change | 178,352 | $6.7M |
| De Lisle Partners LLP | 0.75% | Add +3.3% | 155,390 | $5.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 139,153 | $5.2M |
| Huber Capital Management LLC | 0.66% | No change | 119,937 | $4.5M |
| American Century Companies Inc. | 0.00% | Add +7.2% | 110,128 | $4.1M |
| Renaissance Technologies | 0.01% | Reduce -7.8% | 108,395 | $4.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 101,118 | $3.8M |
| Acadian Asset Management LLC | 0.01% | Add +0.9% | 93,712 | $3.5M |
| State Street Corp. | 0.00% | Add +7.5% | 85,376 | $3.2M |
| Bridgeway Capital Management, LLC | 0.06% | Add +4.7% | 73,537 | $2.8M |
| Pinnacle Holdings, LLC | 0.84% | No change | 58,976 | $2.2M |
| Northern Trust Corp. | 0.00% | Reduce -5.3% | 57,298 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.3% | 47,723 | $1.8M |
| Marshall Wace, LLP | 0.00% | Add +118.1% | 44,047 | $1.6M |
| Morgan Stanley | 0.00% | Add +7.0% | 43,995 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Add +21.1% | 38,771 | $1.5M |
| Fourthstone LLC | 0.26% | Reduce -72.3% | 37,500 | $1.4M |
| Daytona Street Capital LLC | 1.08% | — | 37,130 | $1.4M |
| Empowered Funds, LLC | 0.02% | Add +10.1% | 35,869 | $1.3M |
| Citadel Advisors | 0.00% | Add +473.7% | 32,755 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.5% | 27,134 | $1.0M |
| SummerHaven Investment Management, LLC | 0.54% | No change | 25,180 | $943K |
| Angel Oak Capital Advisors, LLC | 1.29% | Reduce -14.4% | 23,700 | $887K |
| LSV Asset Management | 0.00% | Add +32.1% | 21,000 | $786K |
| HoldCo Asset Management, LP | 0.06% | No change | 20,804 | $779K |
| Los Angeles Capital Management LLC | 0.00% | New | 19,949 | $695K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 17,974 | $673K |
| Trexquant Investment LP | 0.01% | Reduce -13.4% | 17,525 | $656K |
| Barclays PLC | 0.00% | Add +60.6% | 17,269 | $647K |
| Qube Research & Technologies Ltd | 0.00% | Add +141.3% | 15,690 | $587K |
| Royal Bank of Canada | 0.00% | Add +0.9% | 15,279 | $572K |
| Jane Street Group, LLC | 0.00% | Add +19.1% | 13,389 | $501K |
| Nuveen, LLC | 0.00% | No change | 13,347 | $500K |
| Two Sigma Advisers, LP | 0.00% | Add +54.3% | 12,500 | $468K |
| Squarepoint Ops LLC | 0.00% | New | 12,211 | $457K |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.8% | 11,672 | $437K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -27.9% | 10,286 | $385K |
| Bank of America Corp. | 0.00% | Add +60.0% | 8,095 | $303K |
| HSBC Holdings PLC | 0.00% | New | 7,980 | $301K |
| Wealthspire Advisors, LLC | 0.00% | Add +137.1% | 7,113 | $266K |
| Ritholtz Wealth Management | 0.00% | Reduce -15.8% | 7,104 | $266K |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 7,018 | $263K |
| Wells Fargo & Company | 0.00% | Add +46.2% | 6,750 | $253K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 6,148 | $230K |
| AQR Capital Management | 0.00% | New | 5,731 | $215K |
| Corient Private Wealth LP | 0.00% | New | 5,484 | $205K |
| Canada Pension Plan Investment Board | 0.00% | New | 5,400 | $202K |
| Deutsche Bank AG | 0.00% | No change | 4,996 | $187K |
| Rhumbline Advisers | 0.00% | Reduce -18.2% | 4,683 | $175K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,733 | $140K |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.3% | 3,473 | $130K |
| New York State Common Retirement Fund | 0.00% | No change | 3,400 | $127K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.2% | 2,796 | $105K |
| UBS Group AG | 0.00% | Reduce -51.9% | 2,017 | $76K |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.8% | 1,360 | $51K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -45.1% | 1,201 | $45K |
| STRS Ohio | 0.00% | No change | 1,200 | $45K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,016 | $38K |
| FMR LLC | 0.00% | Reduce -5.0% | 741 | $28K |
| Russell Investments Group, Ltd. | 0.00% | Add +46.7% | 732 | $27K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 615 | $23K |
| Legal & General Group Plc | 0.00% | No change | 544 | $20K |
| State of Alaska, Department of Revenue | 0.00% | New | 486 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Add +75.6% | 395 | $15K |
| State of Wyoming | 0.00% | Add +2.3% | 394 | $15K |
| Whittier Trust Co. | 0.00% | Reduce -4.3% | 375 | $14K |
| California State Teachers Retirement System | 0.00% | Reduce -1.9% | 370 | $14K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.4% | 347 | $13K |
| NewEdge Advisors, LLC | 0.00% | Add +28.0% | 306 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -33.7% | 285 | $11K |
| Amalgamated Bank | 0.00% | Reduce -8.3% | 189 | $7K |
| Cwm, LLC | 0.00% | Reduce -2.5% | 199 | $7K |
| Citigroup Inc. | 0.00% | Add +98.5% | 137 | $5K |
| GAMMA Investing LLC | 0.00% | New | 64 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 13 | $487 |
| Essential Partners LLC | 0.00% | Reduce -20.0% | 12 | $449 |
| PNC Financial Services Group, Inc. | 0.00% | New | 6 | $225 |
| Allworth Financial LP | 0.00% | No change | 5 | $188 |
| MAI Capital Management | 0.00% | New | 3 | $113 |
| Rothschild Investment LLC | 0.00% | New | 2 | $75 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -88.9% | 2 | $75 |
| IFP Advisors, Inc | 0.00% | No change | 1 | $37 |
| Covestor Ltd | 0.00% | Reduce -75.8% | 8 | $0 |
"% of holder's portfolio" is FUNC's weight in each manager's 13F, not the share of First United Corp. the manager owns.