United Bankshares Ownership | Who Owns United Bankshares?
United Bankshares Ownership Summary
United Bankshares is owned by 69.14% institutional investors, 2.12% insiders, and 28.74% retail investors. Blackrock is the largest institutional shareholder, holding 14.35% of UBSI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.26% of its assets in United Bankshares shares.
UBSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | United Bankshares | 69.14% | 2.12% | 28.74% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 19.35M | 14.35% | $627.68M |
| Blackrock funding, inc. /de | 20.30M | 14.28% | $755.40M |
| Vanguard group | 14.72M | 10.35% | $547.55M |
| State street | 8.22M | 5.78% | $308.82M |
| Dimensional fund advisors lp | 7.74M | 5.44% | $288.08M |
| Earnest partners | 4.45M | 3.13% | $165.61M |
| Victory capital management | 3.62M | 2.55% | $134.87M |
| Geode capital management | 3.62M | 2.54% | $134.66M |
| Silvercrest asset management group | 2.07M | 1.46% | $77.13M |
| Northern trust | 1.74M | 1.23% | $64.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| United bank | 711.73K | 3.16% | $26.48B |
| Nicholson wealth management group | 76.25K | 1.66% | $2.84M |
| Dover advisors | 70.09K | 1.05% | $2.63M |
| Verity asset management | 61.84K | 0.75% | $2.30M |
| Earnest partners | 4.45M | 0.72% | $165.61M |
| Maltese capital management | 102.50K | 0.58% | $3.81M |
| Ntv asset management | 126.92K | 0.51% | $4.72M |
| Silvercrest asset management group | 2.07M | 0.51% | $77.13M |
| Family asset management | 19.72K | 0.41% | $639.73K |
| Systematic financial management lp | 434.51K | 0.39% | $16.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.46M | 0.01% | 1.46M |
| Jpmorgan chase | 782.29K | 0.00% | 307.16K |
| Verition fund management | 520.96K | 0.08% | 246.01K |
| Goldman sachs group | 672.07K | 0.00% | 230.44K |
| Jane street group | 221.03K | 0.00% | 221.03K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vaughan nelson investment management | - | - | -1.61M |
| First trust advisors lp | 521.18K | 0.01% | -1.41M |
| Ubs group | 445.04K | 0.00% | -353.53K |
| Blackrock funding, inc. /de | 20.30M | 0.01% | -313.35K |
| American group | - | - | -241.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.46M | 0.01% | 1.46M | $54.71M |
| Two sigma investments, lp | 53.76K | 0.00% | 53.76K | $2.00M |
| Regent peak wealth advisors | 50.68K | 0.38% | 50.68K | $1.89B |
| Janney montgomery scott | 48.76K | 0.00% | 48.76K | $1.81M |
| Brevan howard capital management lp | 27.80K | 0.00% | 27.80K | $1.03M |
Sold Out
| Holder | Change |
|---|---|
| Advisornet financial | -1.00 |
| Cibc private wealth group | -1.00 |
| Financial gravity asset management | -2.00 |
| Tfo-tdc | -8.00 |
| Newsquare capital | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 325 | -4.41% | 87,723,815 | -7.72% | 64 | 1.31% | 152 | -5.59% | 105 | 1.94% |
| Sep 30, 2024 | 336 | 8.39% | 94,886,093 | -1.82% | 70 | 1.37% | 159 | 16.06% | 102 | -4.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 4.61M | 3.26% | - |
| Vanguard Total Stock Mkt Idx Inv | 4.45M | 3.14% | -117.05K |
| Vanguard US Total Market Shares ETF | 4.26M | 2.98% | 3.69K |
| Vanguard Small Cap Index | 3.45M | 2.43% | -21.36K |
| iShares Russell 2000 ETF | 3.43M | 2.42% | - |
| Victory Small Cap Value CIT (Net 75) | 2.73M | 2.01% | -25.00K |
| iShares Select Dividend ETF | 2.80M | 1.98% | - |
| Victory Sycamore Small Company Opp R | 2.44M | 1.71% | -25.00K |
| Vanguard Small Cap Value Index Inv | 2.22M | 1.57% | 6.66K |
| DFA US Small Cap Value I | 1.96M | 1.38% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 24, 2025 | WINTER P CLINTON | - | Buy | - |
| Nov 07, 2025 | WINTER P CLINTON | - | Buy | - |
| Oct 08, 2025 | WINTER P CLINTON | - | Buy | - |
| Aug 26, 2025 | WINTER P CLINTON | - | Buy | - |
| Aug 06, 2025 | WINTER P CLINTON | - | Buy | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 3 | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | 3 | - |
| 2025 Q1 | 4 | - |
| 2024 Q4 | 3 | 3 |
UBSI Ownership FAQ
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