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$UWHR
$13.82 +$0.00 (0.0%) Close

Ownership

13F as of Q2 2026 · 7.1M shares outstanding

Who owns UWHR?

By type of holder
Institutions 0.0% Insiders 2.2% Everyone else 97.8%
Concentration Top 10 holders own 2.2%
Dick Roger L 1.4% · Andrew Jason R 0.3%
Institutional ownership
0.0%
0.0 pts vs last qtr
Institutional holders
0
0 vs last qtr
Net shares bought
0
by institutions in Q2 2026
New / sold out
0 / 0
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

No 13F manager has reported this stock in the last 8 quarters.

Biggest buyers in Q2 2026

None.

Biggest sellers in Q2 2026

None.

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Uwharrie Capital Corp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025
−5.8%
−0.66% a year
Each share's claim on the business
+6.1%
grew without buying or selling a share
Spent on buybacks vs paid in stock
$9.66M vs —
over 10 fiscal years
Diluted shares, split-adjusted
7.0M7.4M7.8M2016: 7.7M shares'162017: 7.6M shares'172018: 7.4M shares'182019: 7.6M shares'192020: 7.5M shares'202021: 7.5M shares'212022: 7.4M shares'222023: 7.6M shares'232024: 7.4M shares'242025: 7.2M shares'25
Buybacks Stock-based comp
$0$1.3M$2.6M2016 buybacks: $322.0K2016 stock comp: $0'162017 buybacks: $391.0K2017 stock comp: $0'172018 buybacks: $747.0K2018 stock comp: $0'182019 buybacks: $850.0K2019 stock comp: $0'192020 buybacks: $991.0K2020 stock comp: $0'202021 buybacks: $2.6M2021 stock comp: $0'212022 buybacks: $451.0K2022 stock comp: $0'222023 buybacks: $728.0K2023 stock comp: $0'232024 buybacks: $1.5M2024 stock comp: $0'242025 buybacks: $1.1M2025 stock comp: $0'25

How patient are the owners?

No 13F manager reports holding UWHR.

Super Investors

Investment managers reporting UWHR on Form 13F
No 13F manager reports holding UWHR yet.

Institutional Funds

Mutual funds and ETFs reporting UWHR on Form N-PORT; together they hold 0.0% of the company
No fund reports holding UWHR yet.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
DR
Dick Roger L
Insider
Shares
95.6K
% of company
1.35%
Change vs last qtr
—
Held since
—
AJ
Andrew Jason R
Insider
Shares
18.1K
% of company
0.25%
Change vs last qtr
—
Held since
—

9 more holders behind a free account

See every insider and 5%+ holder of Uwharrie Capital Corp.

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