United Bankshares Ownership | Who Owns United Bankshares?
United Bankshares Ownership Summary
United Bankshares is owned by 72.26% institutional investors, 2.10% insiders, and 25.64% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.50% 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 | 72.26% | 2.10% | 25.64% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 20.61M | 14.50% | $750.98M |
| Blackrock | 19.35M | 14.35% | $627.68M |
| Vanguard group | 14.31M | 10.59% | $537.36M |
| State street | 8.06M | 5.98% | $264.51M |
| Dimensional fund advisors lp | 7.86M | 5.82% | $295.32M |
| Earnest partners | 4.20M | 3.11% | $157.68M |
| Victory capital management | 3.88M | 2.87% | $145.74M |
| Geode capital management | 3.30M | 2.44% | $124.06M |
| Silvercrest asset management group | 2.15M | 1.51% | $78.46M |
| Charles schwab investment management | 1.71M | 1.27% | $64.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| United bank | 712.98K | 3.11% | $25.97M |
| Dover advisors | 86.05K | 1.38% | $3.13M |
| Earnest partners | 4.20M | 0.70% | $157.68M |
| Maltese capital management | 115.00K | 0.59% | $4.19M |
| Silvercrest asset management group | 2.15M | 0.53% | $78.46M |
| Verity asset management | 30.15K | 0.52% | $1.10M |
| Ntv asset management | 126.92K | 0.51% | $4.72M |
| Systematic financial management lp | 429.09K | 0.42% | $15.63M |
| Family asset management | 19.72K | 0.41% | $639.73K |
| Quest partners | 81.41K | 0.41% | $3.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.46M | 0.01% | 1.46M |
| Ubs group | 1.10M | 0.01% | 923.29K |
| Goldman sachs group | 1.32M | 0.01% | 284.06K |
| Jupiter asset management | 285.81K | 0.09% | 239.57K |
| Jpmorgan chase | 830.77K | 0.00% | 235.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vaughan nelson investment management | - | - | -1.61M |
| Qube research | 435.95K | 0.02% | -401.88K |
| Basswood capital management | 233.03K | 0.39% | -261.37K |
| American group | - | - | -241.63K |
| Corebridge financial | - | - | -221.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.46M | 0.01% | 1.46M | $54.71M |
| Van eck associates | 99.99K | 0.00% | 99.99K | $3.64M |
| Mubadala investment co pjsc | 67.71K | 0.01% | 67.71K | $2.47M |
| Regent peak wealth advisors | 50.68K | 0.38% | 50.68K | $1.89B |
| Atlantic union bankshares | 26.61K | 0.02% | 26.61K | $969.37K |
Sold Out
| Holder | Change |
|---|---|
| Cibc private wealth group | -1.00 |
| Advisornet financial | -1.00 |
| Financial gravity asset management | -2.00 |
| Tfo-tdc | -8.00 |
| Claris advisors, llc / mo / | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 307 | -4.36% | 96,634,009 | 2.07% | 71 | 1.45% | 134 | 2.29% | 107 | -3.60% |
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 |
|---|---|---|---|---|
| Oct 08, 2025 | WINTER P CLINTON | - | Buy | - |
| Aug 26, 2025 | WINTER P CLINTON | - | Buy | - |
| Aug 06, 2025 | WINTER P CLINTON | - | Buy | - |
| Jul 01, 2025 | WINTER P CLINTON | - | Buy | - |
| May 16, 2025 | WINTER P CLINTON | - | Buy | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | 3 | - |
| 2025 Q1 | 4 | - |
| 2024 Q4 | 3 | 3 |
UBSI Ownership FAQ
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