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Institutional Ownership · SEC Form 13F

Who owns Unity Bancorp (UNTY)


Which tracked institutional funds hold UNTY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UNTY company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

136
Institutional holders
5M
Shares held (tracked funds)
51.5%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on UNTY is one-sided between 2026-Q1 and 2026-Q2: 36 added or opened and 8 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

UNTY’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UNTY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in UNTY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 136 tracked filers holding UNTY, 86 increased or opened the position and 51 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in UNTY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • D. E. Shaw & Co., Inc.$972K
  • ExodusPoint Capital Management, LP$562K

Full exits 4

  • ACADIAN ASSET MANAGEMENT LLC$4M
  • DELPHI MANAGEMENT INC /MA/$1M
  • Thrivent Financial for Lutherans$636K
  • CenterBook Partners LP$606K

Largest adds

  • BlackRock, Inc.$6M
  • AMERICAN CENTURY COMPANIES INC$4M
  • DIMENSIONAL FUND ADVISORS LP$3M
  • BANC FUNDS CO LLC$2M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$2M
  • CITADEL ADVISORS LLC$2M

Largest trims

  • WELLINGTON MANAGEMENT GROUP LLP$2M
  • BRIDGEWAY CAPITAL MANAGEMENT, LLC$2M
  • Empowered Funds, LLC$1M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$348K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added550,326$32M10.9%2026-Q2
DIMENSIONAL FUND ADVISORS LP added452,070$27M8.9%2026-Q2
BANC FUNDS CO LLC trimmed370,469$22M7.3%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed361,720$19M6.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed302,925$18M6.0%2026-Q2
AMERICAN CENTURY COMPANIES INC added265,764$16M5.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added182,802$11M3.6%2026-Q2
STATE STREET CORP added164,203$10M3.2%2026-Q2
Pacific Ridge Capital Partners, LLC trimmed157,618$9M3.1%2026-Q2
MORGAN STANLEY added143,502$8M2.8%2026-Q2
MALTESE CAPITAL MANAGEMENT LLC trimmed142,332$8M2.8%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed130,043$8M2.6%2026-Q2
ROYCE & ASSOCIATES LP trimmed126,754$7M2.5%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added111,506$7M2.2%2026-Q2
JPMORGAN CHASE & CO added95,603$6M1.9%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC added82,320$5M1.6%2026-Q2
NORTHERN TRUST CORP added78,496$5M1.5%2026-Q2
TWO SIGMA INVESTMENTS, LP added69,866$4M1.4%2026-Q2
GOLDMAN SACHS GROUP INC added62,483$4M1.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added49,750$3M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO added47,132$3M0.9%2026-Q2
CITADEL ADVISORS LLC added42,879$3M0.8%2026-Q2
Rosenthal | Henry Capital Advisors, Inc. trimmed42,000$2M0.8%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added41,061$2M0.8%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added38,900$2M0.8%2026-Q2
MILLENNIUM MANAGEMENT LLC added38,601$2M0.8%2026-Q2
WESBANCO BANK INC added36,900$2M0.7%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed36,004$2M0.7%2026-Q2
Bank of New York Mellon Corp added33,660$2M0.7%2026-Q2
Gator Capital Management, LLC trimmed31,370$2M0.6%2026-Q2
MARSHALL WACE, LLP added31,354$2M0.6%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed30,531$2M0.6%2026-Q2
Fisher Asset Management, LLC added29,351$2M0.6%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP27,050$2M0.5%2026-Q2
Empowered Funds, LLC trimmed25,848$2M0.5%2026-Q2
SALZHAUER MICHAEL added25,674$2M0.5%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed25,197$1M0.5%2026-Q2
Nuveen, LLC23,052$1M0.5%2026-Q2
AMERIPRISE FINANCIAL INC trimmed22,411$1M0.4%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added22,374$1M0.4%2026-Q2
Squarepoint Ops LLC trimmed22,241$1M0.4%2026-Q2
BANK OF AMERICA CORP /DE/ added21,129$1M0.4%2026-Q2
LAZARD ASSET MANAGEMENT LLC added19,951$1M0.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added19,873$1M0.4%2026-Q2
Integrated Quantitative Investments LLC added19,255$1M0.4%2026-Q2
D. E. Shaw & Co., Inc. new16,555$972K0.3%2026-Q2
Quantinno Capital Management LP added16,415$963K0.3%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added15,529$911K0.3%2026-Q2
Voleon Capital Management LP added14,871$873K0.3%2026-Q2
Trexquant Investment LP trimmed14,820$870K0.3%2026-Q2
Legato Capital Management LLC added13,630$800K0.3%2026-Q2
XTX Topco Ltd added13,344$783K0.3%2026-Q2
UBS Group AG trimmed12,471$732K0.2%2026-Q2
JANE STREET GROUP, LLC trimmed12,390$727K0.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added12,208$716K0.2%2026-Q2
Invesco Ltd. trimmed12,166$714K0.2%2026-Q2
Man Group plc added12,139$712K0.2%2026-Q2
PRUDENTIAL FINANCIAL INC added11,675$685K0.2%2026-Q2
Inspire Investing, LLC added11,594$680K0.2%2026-Q2
Magnetar Financial LLC added10,330$606K0.2%2026-Q2
Quadrature Capital Ltd added10,267$603K0.2%2026-Q2
RHUMBLINE ADVISERS added10,235$601K0.2%2026-Q2
ALPS ADVISORS INC added9,999$587K0.2%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed9,776$574K0.2%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD9,600$563K0.2%2026-Q2
ExodusPoint Capital Management, LP new9,578$562K0.2%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP added9,348$549K0.2%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed9,146$537K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added8,721$512K0.2%2026-Q2
HSBC HOLDINGS PLC added8,676$509K0.2%2026-Q2
Cetera Investment Advisers added8,564$503K0.2%2026-Q2
Baird Financial Group, Inc.8,469$497K0.2%2026-Q2
Aquatic Capital Management LLC added8,014$470K0.2%2026-Q2
Harvest Investment Services, LLC new7,965$467K0.2%2026-Q2
BARCLAYS PLC trimmed7,819$459K0.2%2026-Q2
DEUTSCHE BANK AG\ added7,285$428K0.1%2026-Q2
Quantbot Technologies LP added6,846$402K0.1%2026-Q2
Creative Planning added6,630$389K0.1%2026-Q2
Susquehanna Portfolio Strategies, LLC trimmed6,130$360K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added6,119$360K0.1%2026-Q2
PRINCETON CAPITAL MANAGEMENT LLC6,113$359K0.1%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed5,391$316K0.1%2026-Q2
Point72 Asset Management, L.P. trimmed5,303$311K0.1%2026-Q2
Hillsdale Investment Management Inc. trimmed5,300$311K0.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added5,252$308K0.1%2026-Q2
CITIGROUP INC added5,029$295K0.1%2026-Q2
NewEdge Advisors, LLC trimmed4,696$276K0.1%2026-Q2
MetLife Investment Management, LLC added4,612$271K0.1%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added4,592$270K0.1%2026-Q2
Sterling Capital Management LLC trimmed4,586$269K0.1%2026-Q2
HOHIMER WEALTH MANAGEMENT, LLC added4,214$247K0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd new4,112$241K0.1%2026-Q2
Ashton Thomas Private Wealth, LLC new4,030$237K0.1%2026-Q2
Semanteon Capital Management, LP trimmed3,992$234K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added3,861$227K0.1%2026-Q2
Engineers Gate Manager LP trimmed3,634$213K0.1%2026-Q2
VIRTUS ADVISERS, LLC added3,628$213K0.1%2026-Q2
Jump Financial, LLC trimmed3,600$211K0.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed3,539$208K0.1%2026-Q2
Schonfeld Strategic Advisors LLC new3,536$208K0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership