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United Bankshares (UBSI) Institutional Ownership

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$46.40 +0.46 (+1.00%)
Closing price 10/1/2026 04:00 PM Eastern
Extended Trading
$46.40 0.00 (0.00%)
As of 08:53 AM Eastern
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Institutional Ownership Changes (13F Filings) for United Bankshares (NASDAQ:UBSI)

Current
Institutional Ownership
Percentage
70.80%
Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$259.96M
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UBSI Institutional Buying and Selling by Quarter

United Bankshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Tidal Investments LLC15,343$703K0.0%N/A0.011%
9/9/2026Integrated Wealth Concepts LLC1,480$68K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC36,324$1.67M0.0%+0.9%0.027%
9/9/2026IFP Advisors Inc11,852$543K0.0%+4.6%0.009%
9/9/2026Squarepoint Ops LLC62,405$2.86M0.0%+51.3%0.046%
9/8/2026Allworth Financial LP942$43K0.0%+34.4%0.001%
9/8/2026Nykredit A S1,131$52K0.0%N/A0.001%
8/27/2026Corient Private Wealth LP15,960$734K0.0%+85.5%0.012%
8/26/2026Amundi42,255$1.94M0.0%-15.3%0.031%
8/26/2026HighTower Advisors LLC22,209$1.02M0.0%-9.1%0.016%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al36,100$1.65M0.0%N/A0.027%
8/23/2026Guardian Wealth Advisors LLC NC5,393$247K0.0%N/A0.004%
8/22/2026AlphaGrep UK Ltd8,755$401K0.1%N/A0.006%
8/22/2026Concurrent Investment Advisors LLC6,939$318K0.0%-3.0%0.005%
8/21/2026AXQ Capital LP10,177$466K0.1%N/A0.007%
8/21/2026iSAM Funds UK Ltd13,100$600K0.4%N/A0.010%
8/21/2026Nykredit A S1,131$52K0.0%N/A0.001%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC280,295$12.85M0.0%-5.8%0.206%
8/19/2026Van ECK Associates Corp110,068$5.04M0.0%N/A0.081%
8/19/2026Navellier & Associates Inc.4,549$208K0.0%N/A0.003%
8/19/2026Kingsview Wealth Management LLC25,144$1.15M0.0%N/A0.018%
8/18/2026Empowered Funds LLC5,466$251K0.0%N/A0.004%
8/18/2026United Capital Financial Advisors LLC22,588$1.04M0.0%N/A0.017%
8/18/2026Papamarkou Wellner Asset Management inc.23,198$961K0.2%N/A0.017%
8/18/2026Jefferies Financial Group Inc.7,331$336K0.0%N/A0.005%
8/18/2026Public Employees Retirement System of Ohio5,378$246K0.0%N/A0.004%
8/17/2026Corient Private Wealth LP8,585$393K0.0%N/A0.006%
8/17/2026Bank of America Corp DE1,413,963$64.80M0.0%N/A1.038%
8/17/2026Basswood Capital Management L.L.C.233,034$10.68M0.4%N/A0.171%
8/15/2026Freestone Grove Partners LP9,808$450K0.0%N/A0.007%
8/15/2026Gallagher Fiduciary Advisors LLC15,410$706K0.0%N/A0.011%
8/15/2026Jupiter Topco LLC61,534$2.82M0.0%N/A0.045%
8/14/2026Legal & General Group Plc191,834$8.79M0.0%N/A0.141%
8/14/2026The Manufacturers Life Insurance Company128,183$5.88M0.0%N/A0.094%
8/13/2026Sanctuary Advisors LLC6,191$284K0.0%N/A0.005%
8/12/2026Northwestern Mutual Wealth Management Co.8,038$368K0.0%N/A0.006%
8/12/2026EP Wealth Advisors LLC86,817$3.98M0.0%N/A0.064%
8/12/2026Ieq Capital LLC22,564$1.03M0.0%N/A0.017%
8/12/2026Burnham & Co LLC3,544$162K0.1%N/A0.003%
8/12/2026Callan Family Office LLC4,615$212K0.0%N/A0.003%
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8/11/2026Allworth Financial LP942$43K0.0%N/A0.001%
8/11/2026NFJ Investment Group LLC63,924$2.93M0.1%N/A0.046%
8/11/2026Vise Technologies Inc.10,135$464K0.0%N/A0.007%
8/8/2026Meeder Advisory Services Inc.4,662$214K0.0%N/A0.003%
8/7/2026Citizens Financial Group Inc. RI5,006$231K0.0%N/A0.004%
8/7/2026BlackRock Inc.20,187,911$925.21M0.0%N/A14.650%
8/7/2026Deutsche Bank AG146,119$6.70M0.0%N/A0.106%
8/6/2026Bank of New York Mellon Corp1,330,314$60.97M0.0%N/A0.965%
7/10/2026Regent Peak Wealth Advisors LLC40,645$1.86M0.3%-6.8%0.029%
7/10/2026Wealthcare Advisory Partners LLC57,348$2.63M0.0%-1.0%0.042%
7/9/2026Revolve Wealth Partners LLC7,664$351K0.0%N/A0.006%
7/9/2026Hennion & Walsh Asset Management Inc.4,933$226K0.0%N/A0.004%
7/7/2026GAMMA Investing LLC3,867$177K0.0%+21.7%0.003%
6/18/2026Pacer Advisors Inc.16,128$668K0.0%-3.7%0.012%
6/16/2026Empowered Funds LLC5,336$221K0.0%+8.1%0.004%
6/3/2026NewEdge Advisors LLC35,994$1.49M0.0%-23.5%0.026%
6/1/2026Integrated Investment Consultants LLC8,362$346K0.1%-4.6%0.006%
5/22/2026Segall Bryant & Hamill LLC146,514$6.07M0.1%-46.3%0.106%
5/19/2026NewEdge Advisors LLC35,994$1.49M0.0%-23.5%0.026%
5/19/2026Bank of America Corp DE1,631,894$67.59M0.0%+20.5%1.184%
5/19/2026Edgestream Partners L.P.14,946$619K0.0%N/A0.011%
5/19/2026Arkadios Wealth Advisors81,499$3.38M0.1%+10.8%0.059%
5/18/2026Amundi49,874$2.07M0.0%+204.8%0.036%
5/18/2026California State Teachers Retirement System155,643$6.45M0.0%+16.9%0.113%
5/18/2026Royal Bank of Canada96,793$4.01M0.0%-3.1%0.070%
5/18/2026Empowered Funds LLC5,336$221K0.0%+8.1%0.004%
5/16/2026The Manufacturers Life Insurance Company132,182$5.48M0.0%-4.9%0.096%
5/16/2026Quantinno Capital Management LP61,565$2.55M0.0%+9.0%0.045%
5/14/2026Arrowstreet Capital Limited Partnership215,644$8.93M0.0%-6.6%0.156%
5/14/2026Systematic Financial Management LP432,000$17.89M0.4%-0.8%0.313%
5/14/2026Sei Investments Co.345,929$14.33M0.0%+1.4%0.251%
5/13/2026Cetera Investment Advisers15,267$632K0.0%+5.5%0.011%
5/13/2026Measured Wealth Private Client Group LLC5,631$233K0.1%N/A0.004%
5/13/2026First Trust Advisors LP570,961$23.65M0.0%+7.5%0.414%
5/8/2026PNC Financial Services Group Inc.35,291$1.46M0.0%-7.4%0.025%
5/8/2026Cassaday & Co Wealth Management LLC4,924$204K0.0%-17.2%0.004%
5/7/2026Commonwealth Financial Services LLC40,787$1.69M0.3%+3.2%0.029%
5/7/2026Meeder Asset Management Inc.30,317$1.26M0.1%-33.6%0.022%
5/7/2026Dimensional Fund Advisors LP7,661,331$317.33M0.1%+0.7%5.485%
5/7/2026KBC Group NV5,180$215K0.0%+22.3%0.004%
5/7/2026Swiss National Bank277,963$11.51M0.0%-0.4%0.199%
5/6/2026California Public Employees Retirement System293,253$12.15M0.0%+8.3%0.210%
5/6/2026Advisortrust Partners LLC13,497$559K0.2%+46.3%0.010%
5/5/2026Vectors Research Management LLC5,118$212K0.1%N/A0.004%
5/5/2026Bank of New York Mellon Corp1,362,254$56.43M0.0%+0.8%0.975%
5/4/2026Emerald Mutual Fund Advisers Trust6,277$260K0.0%-54.6%0.004%
5/4/2026State of Michigan Retirement System33,613$1.39M0.0%+1.5%0.024%
5/4/2026Principal Financial Group Inc.313,631$12.99M0.0%+3.4%0.225%
5/1/2026Fifth Third Bancorp49,035$2.03M0.0%+3,502.9%0.035%
5/1/2026Sequoia Financial Advisors LLC17,843$739K0.0%-14.7%0.013%
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4/30/2026Hsbc Holdings PLC5,447$226K0.0%-69.9%0.004%
4/30/2026Kestra Advisory Services LLC22,099$915K0.0%-31.6%0.016%
4/30/2026Oregon Public Employees Retirement Fund28,612$1.19M0.0%+2.1%0.020%
4/28/2026Abel Hall LLC12,018$498K0.1%+66.0%0.009%
4/28/2026DGS Capital Management LLC10,506$435K0.1%+65.3%0.008%
4/27/2026Appalachian Capital Management Ltd5,000$207K0.2%N/A0.004%
4/27/2026HB Wealth Management LLC8,562$355K0.0%+28.8%0.006%
4/27/2026BIP Wealth LLC21,627$896K0.0%+15.7%0.015%
4/27/2026New York State Teachers Retirement System126,800$5.25M0.0%-9.8%0.091%
4/25/2026Strs Ohio17,000$704K0.0%-35.6%0.012%


UBSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 406 institutional investors and hedge funds held shares of United Bankshares. The most heavily invested institutionals were BlackRock Inc. ($925.21M), Vanguard Group Inc. ($558.41M), Dimensional Fund Advisors LP ($317.33M), State Street Corp ($308.28M), Earnest Partners LLC ($162.82M), Geode Capital Management LLC ($146.03M), and Victory Capital Management Inc. ($126.70M).Learn more on United Bankshares' institutional investors.

70.80% of United Bankshares' stock is owned by institutional investors. Learn more on UBSI's institutional investor holdings.

Of the 351 institutional investors that purchased United Bankshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($20.19M), Norges Bank ($4.90M), Bank of America Corp DE ($1.87M), First Trust Advisors LP ($1.57M), AQR Capital Management LLC ($1.45M), Bank of New York Mellon Corp ($1.39M), and Vaughan Nelson Investment Management L.P. ($1.11M).

Institutional investors have bought a total of 33,282,298 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

Of the 144 institutional investors that sold United Bankshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($1.41M), UBS Group AG ($448.74K), Earnest Partners LLC ($385.52K), Vanguard Group Inc. ($354.46K), Victory Capital Management Inc. ($325.24K), Millennium Management LLC ($308.76K), and JPMorgan Chase & Co. ($299.21K).

Institutional investors have sold a total of 6,851,129 shares in the last 24 months. This volume of shares sold represents approximately $259.96M in transactions.



Institutional ownership data for NASDAQ:UBSI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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