United Community Banks Inc (UCBI) Ownership

26.32 ↑0.27 (1.04%)
As of May 3, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of United Community Banks Inc (UCBI), owning a total of 17.1 million shares. Combined, the top 26 institutional holders of UCBI own 74.22% of the company with a total of 88.2 million shares.

In the latest ownership report on December 31st 2023, the top 26 institutional holders increased their combined ownership of UCBI by 2.8 million shares. 11 institutions bought 4,663,444 total additional shares and increased their ownership by an average of 18.08%. However 9 institutions sold 1,823,291 total shares and decreased their ownership by an average of 9.88%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of United Community Banks increased by a net total of 2,840,153 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.319%-1.680%17,058,774-291,4082023-12-31
Vanguard Group Inc11.376%2.066%13,552,982274,2752023-12-31
FMR Inc7.574%5.921%9,023,232504,3622023-12-31
State Street Corporation5.002%15.456%5,958,625797,6892023-12-31
Dimensional Fund Advisors, Inc.3.822%13.934%4,553,813556,9392023-12-31
Neuberger Berman Group LLC3.209%-1.101%3,823,397-42,5442023-12-31
Earnest Partners LLC3.049%13.573%3,632,779434,1502023-12-31
Goldman Sachs Group Inc2.602%109.094%3,099,3801,617,0892023-12-31
Geode Capital Management, LLC2.184%4.507%2,601,688112,1922023-12-31
Principal Financial Group Inc1.832%-0.118%2,182,584-2,5692023-12-31
Macquarie Group Ltd1.730%-0.551%2,061,292-11,4112023-12-31
Bank of New York Mellon Corp1.714%1.147%2,042,19423,1562023-12-31
Snyder Capital Management LP1.707%-10.200%2,033,084-230,9342023-12-31
Massachusetts Financial Services Company1.492%0.330%1,777,9065,8482023-12-31
HHG PLC1.414%-6.712%1,684,540-121,2072023-12-31
Northern Trust Corp1.386%-13.749%1,650,787-263,1372023-12-31
NORGES BANK1.082%28.202%1,289,243283,6062023-12-31
Charles Schwab Investment Management Inc1.027%4.629%1,223,66854,1382023-12-31
Wellington Management Company LLP0.955%-34.267%1,137,840-593,1562023-12-31
Fisher Asset Management, LLC0.868%-20.512%1,034,399-266,9252023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.319%-1.680%17,058,774-291,4082023-12-31
Vanguard Group Inc11.376%2.066%13,552,982274,2752023-12-31
FMR Inc7.574%5.921%9,023,232504,3622023-12-31
State Street Corporation5.002%15.456%5,958,625797,6892023-12-31
Dimensional Fund Advisors, Inc.3.822%13.934%4,553,813556,9392023-12-31
Neuberger Berman Group LLC3.209%-1.101%3,823,397-42,5442023-12-31
Earnest Partners LLC3.049%13.573%3,632,779434,1502023-12-31
Goldman Sachs Group Inc2.602%109.094%3,099,3801,617,0892023-12-31
Geode Capital Management, LLC2.184%4.507%2,601,688112,1922023-12-31
Principal Financial Group Inc1.832%-0.118%2,182,584-2,5692023-12-31
Macquarie Group Ltd1.730%-0.551%2,061,292-11,4112023-12-31
Bank of New York Mellon Corp1.714%1.147%2,042,19423,1562023-12-31
Snyder Capital Management LP1.707%-10.200%2,033,084-230,9342023-12-31
Capital Research Global Investors1.678%-11.473%1,929,000-250,0002022-09-30
Massachusetts Financial Services Company1.492%0.330%1,777,9065,8482023-12-31
HHG PLC1.414%-6.712%1,684,540-121,2072023-12-31
Northern Trust Corp1.386%-13.749%1,650,787-263,1372023-12-31
NORGES BANK1.082%28.202%1,289,243283,6062023-12-31
Charles Schwab Investment Management Inc1.027%4.629%1,223,66854,1382023-12-31
Wellington Management Company LLP0.955%-34.267%1,137,840-593,1562023-12-31
Victory Capital Management Inc.0.881%-1.752%1,047,597-18,6842023-06-30
Fisher Asset Management, LLC0.868%-20.512%1,034,399-266,9252023-12-31
Schroder Investment Management Group0.855%17.622%1,017,174152,3952023-09-30
Segall Bryant & Hamill0.826%-20.750%981,357-256,9542023-03-31
Nuveen Asset Management, LLC0.876%-14.167%930,100-153,5122022-06-30
Aristotle Capital Boston, LLC0.757%2.245%899,79819,7532023-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of United Community Banks Inc (UCBI), owning a total of 8 million shares. Combined, the top 35 mutual fund holders of UCBI own 57.81% of the company with a total of 68.5 million shares.

In the latest ownership report on March 31st 2024, the top 35 fund holders increased their combined ownership of UCBI by 164 thousand shares. 1 funds bought 19,417 total additional shares and increased their ownership by an average of 1.11%. However 6 funds sold 183,332 total shares and decreased their ownership by an average of 1.55%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding United Community Banks decreased by a net total of -163,915 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Small Cap Index2.421%-0.990%2,884,404-28,8532024-03-31
Neuberger Berman Genesis Inv2.082%-2.350%2,479,980-59,6932024-03-31
Vanguard Small Cap Value Index Inv1.632%-2.383%1,943,878-47,4592024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.487%1.108%1,771,48319,4172024-03-31
Macquarie US Small Cap Core Equity1.405%-1.157%1,673,862-19,5902024-03-31
Harbor Small Cap Value Instl1.179%-1.023%1,404,296-14,5172024-03-31
Vanguard Tax-Managed Small Cap Adm0.769%-1.422%916,311-13,2202024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.735%0.000%8,024,37002024-03-28
Sapphire Star Capital Small Cap Growth5.684%1,565,340.000%6,762,7056,762,2732023-06-30
Vanguard Total Stock Mkt Idx Inv2.975%-0.548%3,543,726-19,5212024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.869%11.863%3,413,780362,0182023-03-31
Fidelity® Low-Priced Stock2.470%15.110%2,938,782385,7702023-10-31
Fidelity Low-Priced Stock2.451%-0.419%2,920,026-12,2782024-01-31
Vanguard Small Cap Index2.421%-0.990%2,884,404-28,8532024-03-31
iShares Russell 2000 ETF2.194%0.000%2,613,55502024-03-28
Neuberger Berman Genesis Inv2.082%-2.350%2,479,980-59,6932024-03-31
Vanguard Small Cap Value Index Inv1.632%-2.383%1,943,878-47,4592024-03-31
EARNEST Small Cap Value1.514%77,444.300%1,802,9041,800,5792023-12-31
American Funds SMALLCAP World A1.685%-12.261%1,789,000-250,0002022-09-30
Vanguard Institutional Extnd Mkt Idx Tr1.487%1.108%1,771,48319,4172024-03-31
Fidelity® Series Small Cap Opps1.426%0.000%1,696,80002023-10-31
Macquarie US Small Cap Core Equity1.405%-1.157%1,673,862-19,5902024-03-31
Delaware Small Cap Core I1.405%0.028%1,673,8624702024-02-29
Fidelity Series Small Cap Opps1.312%-4.385%1,563,500-71,7002024-01-31
Vanguard Extended Market Index Investor1.315%-0.017%1,563,171-2592023-08-31
Janus Henderson Small Cap Value L1.285%0.000%1,531,24602024-02-29
iShares S&P Small-Cap 600 Value ETF1.231%-0.776%1,466,980-11,4752024-03-28
Harbor Small Cap Value Instl1.179%-1.023%1,404,296-14,5172024-03-31
MFS New Discovery Value I0.993%-0.711%1,182,670-8,4742024-02-29
Fidelity Small Cap Index0.984%1.669%1,172,67619,2542024-01-31
Fidelity® Small Cap Index0.939%2.869%1,117,67631,1682023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.884%0.103%1,053,6341,0802024-03-28
iShares Russell 2000 Value ETF0.875%0.000%1,042,72902024-03-28
SPDR® S&P Regional Banking ETF0.829%0.000%986,20902023-12-31
DFA US Targeted Value I0.794%0.000%945,49802024-02-29
Vanguard Tax-Managed Small Cap Adm0.769%-1.422%916,311-13,2202024-03-31
Goldman Sachs Small Cap Value A0.693%-10.026%797,814-88,9022022-12-31
Fidelity® Stock Selector Small Cap0.670%3.640%797,20028,0002023-09-30
FIAM Small Cap Core Composite0.663%5.051%788,30037,9002023-06-30
iShares S&P Small-Cap 600 Growth ETF0.674%0.000%776,02002023-06-21
FIAM Small Cap Core CIT Cl B0.652%2.137%750,40015,7002023-03-31
FIAM Small Cap Core Class B0.634%2.316%729,10016,5002022-12-31

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