United Community Banks Inc (UCBI) Ownership

28.09 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of United Community Banks Inc (UCBI), owning a total of 17.3 million shares. Combined, the top 29 institutional holders of UCBI own 81.28% of the company with a total of 96.7 million shares.

In the latest ownership report on June 30th 2024, the top 29 institutional holders decreased their combined ownership of UCBI by 199 thousand shares. 10 institutions bought 2,418,113 total additional shares and increased their ownership by an average of 6.43%. However 10 institutions sold 2,617,518 total shares and decreased their ownership by an average of 12.46%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of United Community Banks decreased by a net total of -199,405 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.484%	-1.442%	17,264,715	-252,646	2024-06-30
Vanguard Group Inc	11.635%	2.985%	13,869,629	402,008	2024-06-30
FMR Inc	8.500%	6.173%	10,131,639	589,068	2024-06-30
State Street Corp	4.965%	0.841%	5,918,703	49,349	2024-06-30
Dimensional Fund Advisors, Inc.	4.651%	10.360%	5,544,234	520,479	2024-06-30
Earnest Partners LLC	3.062%	3.753%	3,650,479	132,043	2024-06-30
Neuberger Berman Group LLC	3.041%	-2.248%	3,624,944	-83,353	2024-06-30
Geode Capital Management, LLC	2.374%	5.783%	2,829,746	154,699	2024-06-30
Macquarie Group Ltd	1.965%	16.520%	2,342,718	332,144	2024-06-30
Snyder Capital Management LP	1.644%	-8.703%	1,959,411	-186,790	2024-06-30
Massachusetts Financial Services Company	1.582%	4.331%	1,885,364	78,270	2024-06-30
Bank of New York Mellon Corp	1.378%	-4.725%	1,643,114	-81,480	2024-06-30
HHG PLC	1.375%	-0.033%	1,639,105	-546	2024-06-30
Northern Trust Corp	1.269%	-2.262%	1,512,285	-34,993	2024-06-30
Charles Schwab Investment Management Inc	1.141%	5.638%	1,359,912	72,578	2024-06-30
NORGES BANK	1.010%	-6.575%	1,204,480	-84,763	2024-06-30
Amvescap Plc.	0.999%	7.931%	1,190,393	87,475	2024-06-30
Morgan Stanley - Brokerage Accounts	0.864%	-58.192%	1,029,453	-1,432,863	2024-06-30
Fisher Asset Management, LLC	0.672%	-33.352%	801,222	-400,955	2024-06-30
Aristotle Capital Boston, LLC	0.649%	-7.103%	773,307	-59,129	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.484%	-1.442%	17,264,715	-252,646	2024-06-30
Vanguard Group Inc	11.635%	2.985%	13,869,629	402,008	2024-06-30
FMR Inc	8.500%	6.173%	10,131,639	589,068	2024-06-30
State Street Corp	4.965%	0.841%	5,918,703	49,349	2024-06-30
State Street Corporation	4.924%	-1.498%	5,869,354	-89,271	2024-03-31
Dimensional Fund Advisors, Inc.	4.651%	10.360%	5,544,234	520,479	2024-06-30
Earnest Partners LLC	3.062%	3.753%	3,650,479	132,043	2024-06-30
Neuberger Berman Group LLC	3.041%	-2.248%	3,624,944	-83,353	2024-06-30
Geode Capital Management, LLC	2.374%	5.783%	2,829,746	154,699	2024-06-30
Macquarie Group Ltd	1.965%	16.520%	2,342,718	332,144	2024-06-30
Principal Financial Group Inc	1.832%	-0.118%	2,182,584	-2,569	2023-12-31
Snyder Capital Management LP	1.644%	-8.703%	1,959,411	-186,790	2024-06-30
Capital Research Global Investors	1.678%	-11.473%	1,929,000	-250,000	2022-09-30
Massachusetts Financial Services Company	1.582%	4.331%	1,885,364	78,270	2024-06-30
Bank of New York Mellon Corp	1.378%	-4.725%	1,643,114	-81,480	2024-06-30
HHG PLC	1.375%	-0.033%	1,639,105	-546	2024-06-30
Goldman Sachs Group Inc	1.301%	4.547%	1,549,690	67,399	2023-12-31
Northern Trust Corp	1.269%	-2.262%	1,512,285	-34,993	2024-06-30
Charles Schwab Investment Management Inc	1.141%	5.638%	1,359,912	72,578	2024-06-30
NORGES BANK	1.010%	-6.575%	1,204,480	-84,763	2024-06-30
Amvescap Plc.	0.999%	7.931%	1,190,393	87,475	2024-06-30
Wellington Management Company LLP	0.955%	-34.267%	1,137,840	-593,156	2023-12-31
Victory Capital Management Inc.	0.881%	-1.752%	1,047,597	-18,684	2023-06-30
Morgan Stanley - Brokerage Accounts	0.864%	-58.192%	1,029,453	-1,432,863	2024-06-30
Schroder Investment Management Group	0.855%	17.622%	1,017,174	152,395	2023-09-30
Nuveen Asset Management, LLC	0.876%	-14.167%	930,100	-153,512	2022-06-30
Segall Bryant & Hamill	0.715%	-1.520%	852,608	-13,156	2024-03-31
Fisher Asset Management, LLC	0.672%	-33.352%	801,222	-400,955	2024-06-30
Aristotle Capital Boston, LLC	0.649%	-7.103%	773,307	-59,129	2024-06-30

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 7.9 million shares. Combined, the top 38 mutual fund holders of UCBI own 61.89% of the company with a total of 73.4 million shares.

In the latest ownership report on August 31st 2024, the top 38 fund holders increased their combined ownership of UCBI by 10 thousand shares. 3 funds bought 19,834 total additional shares and increased their ownership by an average of 0.21%. However 2 funds sold 9,705 total shares and decreased their ownership by an average of 0.43%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding United Community Banks increased by a net total of 10,129 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.181%	0.278%	3,791,453	10,524	2024-08-31
Vanguard Small Cap Index	2.529%	0.239%	3,015,031	7,198	2024-08-31
Vanguard Small Cap Value Index Inv	1.696%	-0.009%	2,021,893	-184	2024-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.540%	0.115%	1,835,519	2,112	2024-08-31
MFS New Discovery Value I	0.936%	-0.847%	1,115,242	-9,521	2024-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.636%	0.000%	7,909,952	0	2024-08-30
Sapphire Star Capital Small Cap Growth	5.684%	1,565,340.000%	6,762,705	6,762,273	2023-06-30
Vanguard Total Stock Mkt Idx Inv	3.181%	0.278%	3,791,453	10,524	2024-08-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.869%	11.863%	3,413,780	362,018	2023-03-31
Fidelity Low-Priced Stock	2.762%	-0.096%	3,291,734	-3,173	2024-06-30
Vanguard Small Cap Index	2.529%	0.239%	3,015,031	7,198	2024-08-31
Fidelity® Low-Priced Stock	2.470%	15.110%	2,938,782	385,770	2023-10-31
iShares Russell 2000 ETF	2.318%	0.000%	2,762,502	0	2024-08-30
Neuberger Berman Genesis Inv	2.011%	-3.362%	2,396,597	-83,383	2024-06-30
Vanguard Small Cap Value Index Inv	1.696%	-0.009%	2,021,893	-184	2024-08-31
Delaware Small Cap Core I	1.607%	-1.152%	1,915,207	-22,313	2024-07-31
Vanguard Institutional Extnd Mkt Idx Tr	1.540%	0.115%	1,835,519	2,112	2024-08-31
EARNEST Small Cap Value	1.514%	77,444.300%	1,802,904	1,800,579	2023-12-31
American Funds SMALLCAP World A	1.685%	-12.261%	1,789,000	-250,000	2022-09-30
Fidelity® Series Small Cap Opps	1.426%	0.000%	1,696,800	0	2023-10-31
Delaware US Small Cap Core Equity (SMA)	1.404%	-1.157%	1,673,862	-19,590	2024-03-31
Macquarie US Small Cap Core Equity	1.404%	-1.157%	1,673,862	-19,590	2024-03-31
Harbor Small Cap Value Instl	1.312%	11.356%	1,563,762	159,466	2024-06-30
Vanguard Extended Market Index Investor	1.315%	-0.017%	1,563,171	-259	2023-08-31
Janus Henderson Small Cap Value L	1.285%	0.000%	1,531,246	0	2024-06-30
Fidelity Series Small Cap Opps	1.120%	0.694%	1,335,100	9,200	2024-06-30
iShares S&P Small-Cap 600 Value ETF	1.094%	0.000%	1,304,302	0	2024-08-30
Fidelity Small Cap Index	0.988%	1.753%	1,177,228	20,283	2024-06-30
DFA US Small Cap Value I	0.955%	9.908%	1,137,844	102,573	2024-07-31
Fidelity® Small Cap Index	0.939%	2.869%	1,117,676	31,168	2023-10-31
MFS New Discovery Value I	0.936%	-0.847%	1,115,242	-9,521	2024-08-31
iShares Russell 2000 Value ETF	0.922%	0.000%	1,099,184	0	2024-08-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.886%	0.039%	1,055,990	416	2024-08-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.880%	-0.143%	1,048,322	-1,505	2024-05-30
SPDR® S&P Regional Banking ETF	0.829%	0.000%	986,209	0	2023-12-31
DFA US Targeted Value I	0.785%	0.000%	935,483	0	2024-07-31
Vanguard Tax-Managed Small Cap Adm	0.769%	0.000%	916,311	0	2024-05-31
FIAM Small Cap Core Composite	0.733%	9.386%	874,100	75,000	2024-06-30
FIAM Small Cap Core CIT Cl B	0.733%	1.216%	874,100	10,500	2024-06-30
Goldman Sachs Small Cap Value A	0.693%	-10.026%	797,814	-88,902	2022-12-31
Fidelity® Stock Selector Small Cap	0.670%	3.640%	797,200	28,000	2023-09-30
iShares S&P Small-Cap 600 Growth ETF	0.674%	0.000%	776,020	0	2023-06-21
FIAM Small Cap Core Class B	0.634%	2.316%	729,100	16,500	2022-12-31