United Bankshares Ownership | Who Owns United Bankshares?
United Bankshares Ownership Summary
United Bankshares is owned by 25.12% institutional investors, 2.19% insiders, and 72.69% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.36% of UBSI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.42% of its assets in United Bankshares shares.
UBSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | United Bankshares | 25.12% | 2.19% | 72.69% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 20.17M | 14.36% | $835.30M |
| Blackrock | 19.35M | 14.35% | $627.68M |
| Vanguard group | 14.54M | 10.35% | $558.41M |
| State street | 7.97M | 5.68% | $333.21M |
| Dimensional fund advisors lp | 7.66M | 5.45% | $317.33M |
| Earnest partners | 4.13M | 2.94% | $171.25M |
| Geode capital management | 3.94M | 2.81% | $163.31M |
| Victory capital management | 3.12M | 2.22% | $129.23M |
| Aqr capital management | 2.37M | 1.69% | $98.10M |
| Norges bank | 1.78M | 1.27% | $68.37M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| United bank | 710.71K | 3.77% | $29.44M |
| Nicholson wealth management group | 76.25K | 1.84% | $3.16M |
| Maltese capital management | 110.00K | 0.90% | $4.56M |
| Moody aldrich partners | 108.62K | 0.81% | $4.50M |
| Ntv asset management | 172.53K | 0.79% | $7.15M |
| Earnest partners | 4.13M | 0.71% | $171.25M |
| Papamarkou wellner asset management | 23.20K | 0.59% | $960.86K |
| 1834 investment advisors | 111.89K | 0.58% | $4.64M |
| Verity asset management | 31.09K | 0.54% | $1.29M |
| Dover advisors | 29.81K | 0.52% | $1.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.78M | 0.01% | 1.78M |
| Vanguard fiduciary trust | 904.63K | 0.01% | 904.63K |
| Vaughan nelson investment management | 832.34K | 0.35% | 832.34K |
| Aqr capital management | 2.37M | 0.04% | 749.48K |
| Citadel advisors | 644.25K | 0.00% | 574.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Proshare advisors | 778.71K | 0.05% | -332.74K |
| Segall bryant & hamill | - | - | -272.99K |
| Invesco | 773.96K | 0.00% | -256.03K |
| Verition fund management | 17.78K | 0.00% | -253.87K |
| American group | - | - | -241.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.78M | 0.01% | 1.78M | $68.37M |
| Vanguard fiduciary trust | 904.63K | 0.01% | 904.63K | $37.47M |
| Vaughan nelson investment management | 832.34K | 0.35% | 832.34K | $34.48M |
| Vanguard asset management | 137.30K | 0.00% | 137.30K | $5.69M |
| Moody aldrich partners | 108.62K | 0.81% | 108.62K | $4.50M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -2.00 |
| Newsquare capital | -8.00 |
| Tfo-tdc | -8.00 |
| Claris advisors, llc / mo / | -9.00 |
| Global financial private client | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 244 | -38.07% | 35,289,664 | -64.52% | 25 | 0.50% | 113 | -37.57% | 72 | -47.45% |
| Dec 31, 2025 | 291 | -22.81% | 81,364,261 | -17.67% | 57 | 1.20% | 124 | -27.06% | 100 | -18.70% |
| Sep 30, 2025 | 353 | -1.94% | 98,325,938 | -1.89% | 69 | 1.39% | 161 | -12.50% | 115 | 7.48% |
| Jun 30, 2025 | 364 | -4.71% | 102,758,459 | 4.59% | 72 | 1.52% | 188 | -4.57% | 107 | 2.88% |
| Mar 31, 2025 | 4 | -98.85% | 363,509 | -99.64% | - | 0.00% | 3 | -98.19% | 1 | -99.11% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 4.72M | 3.42% | - |
| Vanguard Total Stock Mkt Idx Inv | 4.51M | 3.27% | 8.82K |
| Vanguard US Total Market Shares ETF | 4.26M | 2.98% | 3.69K |
| iShares Russell 2000 ETF | 3.27M | 2.37% | - |
| Vanguard Small Cap Index | 3.24M | 2.35% | -6.95K |
| iShares Select Dividend ETF | 2.97M | 2.16% | - |
| Vanguard Small Cap Value Index Inv | 2.08M | 1.51% | 14.47K |
| Victory Small Cap Value CIT (Net 75) | 2.02M | 1.45% | 1.97M |
| DFA US Small Cap Value I | 1.81M | 1.32% | - |
| Victory Sycamore Small Company Opp R | 1.80M | 1.29% | -225.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 01, 2026 | WINTER P CLINTON | - | Buy | - |
| May 15, 2026 | WINTER P CLINTON | - | Buy | - |
| Apr 01, 2026 | WINTER P CLINTON | - | Buy | - |
| Mar 04, 2026 | WINTER P CLINTON | - | Buy | - |
| Feb 25, 2026 | WINTER P CLINTON | - | Buy | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 3 | - |
| 2026 Q1 | 4 | - |
| 2025 Q4 | 3 | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | 3 | - |
UBSI Ownership FAQ
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