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United Bankshares (UBSI) Institutional Ownership

United Bankshares logo
$48.45 +0.09 (+0.19%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$48.44 -0.02 (-0.03%)
As of 07/31/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
223
Total
Institutional Inflows
(last 12 months)
$531.62M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$317.58M
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UBSI Institutional Buying and Selling by Quarter

United Bankshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Regent Peak Wealth Advisors LLC40,645$1.86M0.3%-6.8%0.029%
7/10/2026 Wealthcare Advisory Partners LLC57,348$2.63M0.0%-1.0%0.042%
7/9/2026 Revolve Wealth Partners LLC7,664$351K0.0%N/A0.006%
7/9/2026 Hennion & Walsh Asset Management Inc.4,933$226K0.0%N/A0.004%
7/7/2026 GAMMA 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 Company 132,182$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%
5/7/2026 Commonwealth 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%
5/5/2026 Vectors 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%
5/4/2026 State 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%
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5/1/2026Fifth Third Bancorp49,035$2.03M0.0%+3,502.9%0.035%
5/1/2026 Sequoia Financial Advisors LLC17,843$739K0.0%-14.7%0.013%
4/30/2026Hsbc Holdings PLC5,447$226K0.0%-69.9%0.004%
4/30/2026 Kestra Advisory Services LLC22,099$915K0.0%-31.6%0.016%
4/30/2026 Oregon Public Employees Retirement Fund28,612$1.19M0.0%+2.1%0.020%
4/28/2026 Abel Hall LLC12,018$498K0.1%+66.0%0.009%
4/28/2026DGS Capital Management LLC10,506$435K0.1%+65.3%0.008%
4/27/2026 Appalachian Capital Management Ltd5,000$207K0.2%N/A0.004%
4/27/2026 HB Wealth Management LLC8,562$355K0.0%+28.8%0.006%
4/27/2026BIP Wealth LLC21,627$896K0.0%+15.7%0.015%
4/27/2026 New York State Teachers Retirement System126,800$5.25M0.0%-9.8%0.091%
4/25/2026 Strs Ohio17,000$704K0.0%-35.6%0.012%
4/25/2026 Keybank National Association OH21,555$893K0.0%+13.4%0.015%
4/25/2026TSG Advice Partners LLC7,012$290K0.0%N/A0.005%
4/24/2026 Root Financial Partners LLC786$33K0.0%+64.4%0.001%
4/24/2026MQS Management LLC5,094$211K0.1%N/A0.004%
4/23/2026Inspire Investing LLC12,389$513K0.0%+2.0%0.009%
4/23/2026 Riverbend Wealth Management LLC9,275$384K0.2%+13.1%0.007%
4/22/2026 Pictet Asset Management Holding SA21,397$886K0.0%+6.5%0.015%
4/22/2026 Sterling Capital Management LLC65,456$2.71M0.1%-5.9%0.047%
4/21/2026 Wesbanco Bank Inc.101,359$4.20M0.1%-11.6%0.073%
4/21/2026 OLD National Bancorp IN146,924$6.09M0.1%+15.3%0.105%
4/21/2026 Louisiana State Employees Retirement System40,500$1.68M0.0%N/A0.029%
4/21/2026 Hoxton Planning & Management LLC5,198$215K0.1%N/A0.004%
4/20/2026 Kestra Private Wealth Services LLC31,897$1.32M0.0%+15.5%0.023%
4/20/2026Ritholtz Wealth Management9,866$409K0.0%+7.1%0.007%
4/16/2026SG Americas Securities LLC40,530$1.68M0.0%-28.7%0.029%
4/16/2026 Vaughan Nelson Investment Management L.P.832,340$34.48M0.3%N/A0.596%
3/20/2026Hsbc Holdings PLC18,075$696K0.0%N/A0.013%
3/17/2026Rockefeller Capital Management L.P.17,656$678K0.0%+8.1%0.013%
3/10/2026Advisortrust Partners LLC9,225$354K0.2%N/A0.007%
3/4/2026SHP Wealth Management1,939$74K0.0%N/A0.001%
3/3/2026Caitong International Asset Management Co. Ltd1,681$65K0.0%+153.9%0.001%
2/24/2026DGS Capital Management LLC6,355$244K0.0%N/A0.005%
2/24/2026Pacer Advisors Inc.16,752$643K0.0%-33.4%0.012%
2/19/2026Invesco Ltd.1,029,983$39.55M0.0%-4.7%0.734%
2/19/2026 Axxcess Wealth Management LLC83,567$3.21M0.0%+0.8%0.060%
2/19/2026Corient Private Wealth LLC7,730$297K0.0%-7.2%0.006%
2/19/2026 CrossGen Wealth LLC51,772$1.99M1.8%N/A0.037%
2/18/2026Mercer Global Advisors Inc. ADV14,410$553K0.0%+60.4%0.010%
2/18/2026State of Tennessee Department of Treasury59,404$2.52M0.0%+15.5%0.042%
2/18/2026EP Wealth Advisors LLC85,363$3.28M0.0%N/A0.061%
2/18/2026Mackenzie Financial Corp8,873$343K0.0%-3.2%0.006%
2/18/2026Fuller & Thaler Asset Management Inc.1,375,746$52.83M0.2%-8.4%0.980%
2/18/2026NewEdge Advisors LLC47,074$1.81M0.0%-11.5%0.034%
2/18/2026Empowered Funds LLC4,934$189K0.0%N/A0.004%
2/18/2026Zacks Investment Management18,307$703K0.0%-16.7%0.013%
2/18/2026Voloridge Investment Management LLC240,516$9.24M0.0%+179.0%0.171%
2/18/2026Millennium Management LLC34,458$1.32M0.0%-72.3%0.025%
2/18/2026Man Group plc12,640$485K0.0%N/A0.009%
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2/18/2026Engineers Gate Manager LP7,248$278K0.0%N/A0.005%
2/18/2026Bridgeway Capital Management LLC55,646$2.14M0.0%+14.4%0.040%
2/17/2026Guggenheim Capital LLC91,017$3.50M0.0%+3.9%0.065%
2/17/2026AQR Capital Management LLC1,625,205$62.41M0.0%+74.7%1.157%
2/17/2026 Abel Hall LLC7,240$278K0.1%N/A0.005%
2/17/2026Cetera Investment Advisers14,465$555K0.0%-9.5%0.010%
2/17/2026Trexquant Investment LP33,120$1.27M0.0%N/A0.024%
2/17/2026Amundi16,363$628K0.0%N/A0.012%
2/17/2026Price T Rowe Associates Inc. MD140,932$5.41M0.0%+2.9%0.100%
2/17/2026Weiss Asset Management LP58,898$2.26M0.0%N/A0.042%


UBSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 390 institutional investors and hedge funds held shares of United Bankshares. The most heavily invested institutionals were 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), Victory Capital Management Inc. ($126.70M), and Silvercrest Asset Management Group LLC ($88.13M).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 331 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: Norges Bank ($4.90M), First Trust Advisors LP ($1.57M), AQR Capital Management LLC ($1.45M), ProShare Advisors LLC ($1.32M), Vaughan Nelson Investment Management L.P. ($1.11M), Nuveen LLC ($1.02M), and JPMorgan Chase & Co. ($903.22K).

Institutional investors have bought a total of 14,052,395 shares in the last 24 months. This purchase volume represents approximately $531.62M in transactions.

Of the 161 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), Qube Research & Technologies Ltd ($514.19K), UBS Group AG ($448.74K), JPMorgan Chase & Co. ($415.51K), Earnest Partners LLC ($385.52K), Vanguard Group Inc. ($354.46K), and Victory Capital Management Inc. ($325.24K).

Institutional investors have sold a total of 8,439,750 shares in the last 24 months. This volume of shares sold represents approximately $317.58M in transactions.


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This page (NASDAQ:UBSI) was last updated on 8/2/2026 by MarketBeat.com Staff.
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