Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FUNC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 391K | $14.3M | +1.0% | 6.013% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 361K | $13.2M | -0.4% | 5.552% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 269K | $9.9M | β | 4.137% | 0.00% |
| 4 | GENDELL JEFFREY L | 178K | $6.5M | 0.0% | 2.743% | 0.09% |
| 5 | De Lisle Partners LLP | 164K | $6.0M | +5.8% | 2.528% | 0.72% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 140K | $5.1M | +0.3% | 2.147% | 0.00% |
| 7 | Huber Capital Management LLC | 120K | $4.4M | 0.0% | 1.845% | 0.68% |
| 8 | AMERICAN CENTURY COMPANIES INC | 113K | $4.2M | +2.9% | 1.744% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 104K | $3.8M | -4.4% | 1.593% | 0.01% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 101K | $3.7M | -0.5% | 1.547% | 0.00% |
| 11 | STATE STREET CORP | 87K | $3.2M | +2.3% | 1.344% | 0.00% |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 76K | $2.8M | +3.0% | 1.166% | 0.06% |
| 13 | GOLDMAN SACHS GROUP INC | 64K | $2.4M | +34.7% | 0.988% | 0.00% |
| 14 | NORTHERN TRUST CORP | 59K | $2.2M | +3.8% | 0.915% | 0.00% |
| 15 | MORGAN STANLEY | 54K | $2.0M | +22.0% | 0.825% | 0.00% |
| 16 | Empowered Funds, LLC | 38K | $1.4M | +6.3% | 0.586% | 0.01% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 38K | $1.4M | β | 0.584% | 0.00% |
| 18 | Daytona Street Capital LLC | 37K | $1.4M | 0.0% | 0.571% | 1.07% |
| 19 | TWO SIGMA INVESTMENTS, LP | 38K | $1.4M | -2.6% | 0.581% | 0.00% |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 35K | $1.3M | β | 0.535% | 0.00% |
| 21 | Qube Research & Technologies Ltd | 29K | $1.1M | +83.5% | 0.443% | 0.00% |
| 22 | MARSHALL WACE, LLP | 29K | $1.0M | -35.0% | 0.440% | 0.00% |
| 23 | Bank of New York Mellon Corp | 24K | $879K | -11.6% | 0.369% | 0.00% |
| 24 | Angel Oak Capital Advisors, LLC | 24K | $868K | 0.0% | 0.364% | 0.96% |
| 25 | CITADEL ADVISORS LLC | 23K | $848K | -29.3% | 0.356% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FUNC β a direct measure of their conviction.
Filings activity in FUNC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new FUNC position in Q1 2026
Institutions that fully closed their FUNC position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 84 | +1.2% | 38.60% | 1.20 pp | $105M | 3.0% |
| Q4 2025 | 83 | +14% | 39.80% | +3.24 pp | $108M | +8.9% |
| Q3 2025 | 73 | +14% | 36.56% | +4.66 pp | $100M | +15% |
| Q2 2025 | 64 | +16% | 31.90% | +2.94 pp | $87M | +10% |
| Q1 2025 | 55 | +0.0% | 28.96% | 3.93 pp | $79M | 12% |
| Q4 2024 | 55 | +7.8% | 32.89% | +4.77 pp | $90M | +17% |
| Q3 2024 | 51 | +19% | 28.12% | +11.37 pp | $77M | +68% |
| Q2 2024 | 43 | β | 16.75% | β | $46M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FUNC stock.
Based on Q1 2026 13F filings, institutional ownership of First United Corporation stands at 38.6%, held across 84 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FUNC, with approximately 390,913 shares worth $0.01B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of FUNC, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for FUNC is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in FUNC during Q1 2026, while 11 fully exited. 22 added to existing positions and 48 trimmed.
FUNC institutional ownership fell by 1.20 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 67.7% of all reported 13F value in FUNC, and the top 25 account for 90.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
First United Corporation (FUNC) Institutional Ownership