44% buyers of institutions opening or closing positions this quarter
4 more exits than new buyers, ownership fell 0.22 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
44% buyers of institutions opening or closing positions this quarter
43.0% institutional ownership
BANC FUNDS CO portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in UNTY across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UNTY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 508K | $26.3M | -1.4% | 4.982% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 448K | $23.2M | -0.7% | 4.399% | 0.00% |
| 3 | BANC FUNDS CO LLC | 375K | $19.5M | 0.0% | 3.683% | 3.62% |
| 4 | ALLIANCEBERNSTEIN L.P. | 364K | $18.8M | +1.4% | 3.569% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 303K | $15.7M | β | 2.974% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 230K | $11.9M | +12.0% | 2.256% | 0.01% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 195K | $10.1M | -18.3% | 1.917% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 169K | $8.7M | -0.4% | 1.655% | 0.00% |
| 9 | Pacific Ridge Capital Partners, LLC | 159K | $8.2M | +6.1% | 1.558% | 1.78% |
| 10 | STATE STREET CORP | 148K | $7.7M | +16.9% | 1.451% | 0.00% |
| 11 | MALTESE CAPITAL MANAGEMENT LLC | 145K | $7.5M | -8.9% | 1.421% | 1.48% |
| 12 | MORGAN STANLEY | 143K | $7.4M | +14.3% | 1.404% | 0.00% |
| 13 | ROYCE & ASSOCIATES LP | 128K | $6.7M | -0.7% | 1.260% | 0.07% |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 86K | $4.5M | +5.3% | 0.844% | 0.09% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 85K | $4.4M | β | 0.832% | 0.00% |
| 16 | KENNEDY CAPITAL MANAGEMENT, INC. | 80K | $4.1M | +1.4% | 0.783% | 0.09% |
| 17 | NORTHERN TRUST CORP | 74K | $3.8M | +1.8% | 0.723% | 0.00% |
| 18 | John W. Rosenthal Capital Management, Inc. | 52K | $2.7M | 0.0% | 0.510% | 2.64% |
| 19 | Empowered Funds, LLC | 50K | $2.6M | +9.5% | 0.489% | 0.02% |
| 20 | GOLDMAN SACHS GROUP INC | 49K | $2.5M | +23.4% | 0.479% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 44K | $2.3M | β | 0.436% | 0.00% |
| 22 | TWO SIGMA INVESTMENTS, LP | 42K | $2.2M | +21.8% | 0.413% | 0.00% |
| 23 | Connor, Clark & Lunn Investment Management Ltd. | 38K | $2.0M | +8.6% | 0.369% | 0.00% |
| 24 | Gator Capital Management, LLC | 35K | $1.8M | +4.8% | 0.348% | 0.38% |
| 25 | Bank of New York Mellon Corp | 32K | $1.7M | -3.2% | 0.318% | 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 UNTY β a direct measure of their conviction.
Filings activity in UNTY during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new UNTY position in Q1 2026
Institutions that fully closed their UNTY 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 | 129 | 3.0% | 42.96% | 0.22 pp | $248M | 0.5% |
| Q4 2025 | 133 | +6.4% | 43.18% | +2.10 pp | $249M | +5.1% |
| Q3 2025 | 125 | +9.6% | 41.08% | +2.58 pp | $237M | +6.7% |
| Q2 2025 | 114 | +1.8% | 38.50% | +4.97 pp | $222M | +15% |
| Q1 2025 | 112 | +6.7% | 33.53% | 2.63 pp | $194M | 7.3% |
| Q4 2024 | 105 | +33% | 36.16% | +9.11 pp | $209M | +34% |
| Q3 2024 | 79 | +14% | 27.05% | +3.86 pp | $156M | +17% |
| Q2 2024 | 69 | β | 23.19% | β | $134M | 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.
No recent Form 4 insider transactions on file for UNTY.
Quick answers to the most common questions about buying UNTY stock.
Based on Q1 2026 13F filings, institutional ownership of Unity Bancorp, Inc. stands at 43.0%, held across 129 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UNTY, with approximately 507,933 shares worth $0.03B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of UNTY, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for UNTY is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in UNTY during Q1 2026, while 18 fully exited. 73 added to existing positions and 40 trimmed.
UNTY institutional ownership fell by 0.22 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 60.6% of all reported 13F value in UNTY, and the top 25 account for 83.2%.
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.