Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

FIRST UNITED CORP/MD/

CIK 0000763907FUNC· quarter ending 2026-06-30

Shares outstanding

6,453,836

as of 2026-07-31 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

3,192,460

49.5% of shares outstanding

Holders

+1 vs 2026-03-31 · 8 new, 7 exited

Value

$140.8M

shares +4.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	FUNC · NASDAQ	6,453,836	3,192,460	49.5%	89	33741H107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	33741H107	COM	89	3,192,460	6,453,836	49.5%	$140.8M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (89 of 89 · 33741H107)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	456,248	7.07%	$20.1M	+65,335 (+16.7%)
2	DIMENSIONAL FUND ADVISORS LP	361,916	5.61%	$16.0M	+974 (+0.3%)
3	VANGUARD CAPITAL MANAGEMENT LLC	269,289	4.17%	$11.9M	+332 (+0.1%)
4	GENDELL JEFFREY L	178,352	2.76%	$7.9M	—
5	De Lisle Partners LLP	164,390	2.55%	$7.3M	—
6	GEODE CAPITAL MANAGEMENT, LLC	151,702	2.35%	$6.7M	+12,134 (+8.7%)
7	Huber Capital Management LLC	119,937	1.86%	$5.3M	—
8	AMERICAN CENTURY COMPANIES INC	113,551	1.76%	$5.0M	+191 (+0.2%)
9	RENAISSANCE TECHNOLOGIES LLC	111,195	1.72%	$4.9M	+7,600 (+7.3%)
10	ACADIAN ASSET MANAGEMENT LLC	106,844	1.66%	$4.7M	+12,138 (+12.8%)
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	101,766	1.58%	$4.5M	+1,195 (+1.2%)
12	STATE STREET CORP	85,440	1.32%	$3.8M	-1,916 (-2.2%)
13	BRIDGEWAY CAPITAL MANAGEMENT, LLC	75,780	1.17%	$3.3M	—
14	NORTHERN TRUST CORP	64,429	1.00%	$2.8M	+4,946 (+8.3%)
15	GOLDMAN SACHS GROUP INC	62,888	0.97%	$2.8M	-1,375 (-2.1%)
16	Pinnacle Holdings, LLC	58,916	0.91%	$2.6M	-60 (-0.1%)
17	MORGAN STANLEY	52,964	0.82%	$2.3M	-696 (-1.3%)
18	TWO SIGMA INVESTMENTS, LP	47,822	0.74%	$2.1M	+10,065 (+26.7%)
19	VANGUARD PORTFOLIO MANAGEMENT LLC	40,785	0.63%	$1.8M	+6,020 (+17.3%)
20	VANGUARD FIDUCIARY TRUST CO	39,638	0.61%	$1.7M	+1,693 (+4.5%)
21	Empowered Funds, LLC	38,112	0.59%	$1.7M	—
22	Daytona Street Capital LLC	37,130	0.58%	$1.6M	—
23	MARSHALL WACE, LLP	29,242	0.45%	$1.3M	+622 (+2.2%)
24	Bank of New York Mellon Corp	25,576	0.40%	$1.1M	+1,587 (+6.6%)
25	LSV ASSET MANAGEMENT	24,000	0.37%	$1.1M	+1,294 (+5.7%)
26	Qube Research & Technologies Ltd	23,343	0.36%	$1.0M	-5,442 (-18.9%)
27	MARTINGALE ASSET MANAGEMENT L P	22,613	0.35%	$997K	+2 (+0.0%)
28	SummerHaven Investment Management, LLC	22,372	0.35%	$987K	—
29	HoldCo Asset Management, LP	20,804	0.32%	$918K	—
30	CITADEL ADVISORS LLC	19,928	0.31%	$879K	-3,221 (-13.9%)
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	17,651	0.27%	$779K	+1,728 (+10.9%)
32	Angel Oak Capital Advisors, LLC	17,000	0.26%	$750K	-6,700 (-28.3%)
33	LOS ANGELES CAPITAL MANAGEMENT LLC	14,771	0.23%	$652K	-4,506 (-23.4%)
34	ROYAL BANK OF CANADA	13,149	0.20%	$580K	-2,032 (-13.4%)
35	Trexquant Investment LP	12,058	0.19%	$532K	-458 (-3.7%)
36	Nuveen, LLC	11,985	0.19%	$529K	+6,083 (+103.1%)
37	PRICE T ROWE ASSOCIATES INC /MD/	11,619	0.18%	$513K	+947 (+8.9%)
38	HSBC HOLDINGS PLC	11,484	0.18%	$502K	-24 (-0.2%)
39	Squarepoint Ops LLC	11,100	0.17%	$490K	-3,345 (-23.2%)
40	BARCLAYS PLC	10,178	0.16%	$449K	-631 (-5.8%)
41	PRUDENTIAL FINANCIAL INC	8,125	0.13%	$358K	+680 (+9.1%)
42	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	7,781	0.12%	$343K	-714 (-8.4%)
43	AQR CAPITAL MANAGEMENT LLC	7,676	0.12%	$339K	NEW
44	OSAIC HOLDINGS, INC.	7,114	0.11%	$314K	+49 (+0.7%)
45	MILLENNIUM MANAGEMENT LLC	6,951	0.11%	$307K	-2,467 (-26.2%)
46	Connor, Clark & Lunn Investment Management Ltd.	6,299	0.10%	$278K	—
47	RITHOLTZ WEALTH MANAGEMENT	5,813	0.09%	$256K	-1,094 (-15.8%)
48	Wealthspire Advisors, LLC	5,742	0.09%	$253K	—
49	LAZARD ASSET MANAGEMENT LLC	5,595	0.09%	$247K	NEW
50	CANADA PENSION PLAN INVESTMENT BOARD	5,400	0.08%	$238K	NEW
51	DEUTSCHE BANK AG\	5,350	0.08%	$236K	+577 (+12.1%)
52	WELLS FARGO & COMPANY/MN	5,100	0.08%	$225K	+2,823 (+124.0%)
53	LOGAN CAPITAL MANAGEMENT INC	4,951	0.08%	$218K	NEW
54	Trail Ridge Investment Advisors, LLC	4,948	0.08%	$218K	NEW
55	SeaCrest Wealth Management, LLC	4,732	0.07%	$209K	NEW
56	RHUMBLINE ADVISERS	4,587	0.07%	$202K	+101 (+2.3%)
57	BANK OF AMERICA CORP /DE/	4,562	0.07%	$201K	-1,726 (-27.4%)
58	MetLife Investment Management, LLC	3,733	0.06%	$165K	—
59	Russell Investments Group, Ltd.	3,575	0.06%	$158K	+2,871 (+407.8%)
60	NEW YORK STATE COMMON RETIREMENT FUND	3,400	0.05%	$150K	—
61	JPMORGAN CHASE & CO	2,872	0.04%	$129K	+425 (+17.4%)
62	CITIGROUP INC	2,810	0.04%	$124K	+2,530 (+903.6%)
63	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2,803	0.04%	$124K	-61 (-2.1%)
64	Vanguard Global Advisers, LLC	2,250	0.03%	$99K	—
65	Police & Firemen's Retirement System of New Jersey	2,233	0.03%	$98K	+1,032 (+85.9%)
66	BNP PARIBAS FINANCIAL MARKETS	2,109	0.03%	$93K	+819 (+63.5%)
67	UBS Group AG	1,999	0.03%	$88K	-464 (-18.8%)
68	STRS OHIO	1,500	0.02%	$66K	+300 (+25.0%)
69	AdvisorNet Financial, Inc	896	0.01%	$40K	—
70	Tower Research Capital LLC (TRC)	758	0.01%	$33K	-914 (-54.7%)
71	FMR LLC	741	0.01%	$33K	+4 (+0.5%)
72	Ameritas Investment Partners, Inc.	615	0.01%	$27K	—
73	Legal & General Group Plc	544	0.01%	$24K	—
74	State of Alaska, Department of Revenue	486	0.01%	$21K	—
75	Sterling Capital Management LLC	123	0.00%	$5K	-76 (-38.2%)
76	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	84	0.00%	$4K	-242 (-74.2%)
77	GAMMA Investing LLC	45	0.00%	$2K	—
78	Quarry LP	34	0.00%	$2K	NEW
79	Arax Advisory Partners	33	0.00%	$1K	NEW
80	Rockefeller Capital Management L.P.	30	0.00%	$1K	—
81	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	30	0.00%	$1K	—
82	Allworth Financial LP	18	0.00%	$794	+10 (+125.0%)
83	Farther Finance Advisors, LLC	10	0.00%	$445	+1 (+11.1%)
84	ROTHSCHILD INVESTMENT LLC	7	0.00%	$309	+2 (+40.0%)
85	Essential Partners LLC	7	0.00%	$309	-4 (-36.4%)
86	Covestor Ltd	7	0.00%	$0	+2 (+40.0%)
87	EverSource Wealth Advisors, LLC	6	0.00%	$264	+1 (+20.0%)
88	PNC Financial Services Group, Inc.	6	0.00%	$265	—
89	IFP Advisors, Inc	3	0.00%	$132	+2 (+200.0%)

Exited since 2026-03-31 (7 filers; largest 7 shown)

Corient Private Wealth LLC	−5,479
State of Wyoming	−299
CWM, LLC	−215
NewEdge Advisors, LLC	−67
Evergreen Advisors, LLC	−23
MAI Capital Management	−3
Root Financial Partners, LLC	−3

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
BlackRock, Inc.	SCHEDULE 13G	2026-07-28	2026-06-30	378,880	5.9%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Fourthstone GP LLC	SCHEDULE 13G/A	2025-02-14	2024-12-31	64,570	1%
Fourthstone LLC	SCHEDULE 13G/A	2025-02-14	2024-12-31	278,788	4.31%
Fourthstone Master Opportunity Fund Ltd	SCHEDULE 13G/A	2025-02-14	2024-12-31	214,218	3.31%
Fourthstone QP Opportunity Fund LP	SCHEDULE 13G/A	2025-02-14	2024-12-31	64,397	1%
Fourthstone Small-Cap Financials Fund LP	SCHEDULE 13G/A	2025-02-14	2024-12-31	173	0%
L. Phillip Stone, IV	SCHEDULE 13G/A	2025-02-14	2024-12-31	278,788	4.31%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.