United Bankshares Ownership | Who Owns United Bankshares?

Overview Forecast RevenueFinancials Chart

United Bankshares Ownership Summary

United Bankshares is owned by 70.20% institutional investors, 2.03% insiders, and 27.77% retail investors. Blackrock is the largest institutional shareholder, holding 14.35% of UBSI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in United Bankshares shares.

UBSI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	United Bankshares	70.20%	2.03%	27.77%
Sector	Financial Services Stocks	43.66%	12.57%	43.78%
Industry	Regional Banks Stocks	49.60%	11.62%	38.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	19.35M	14.35%	$627.68M
Vanguard group	14.13M	10.48%	$458.22M
State street	8.06M	5.98%	$264.51M
Dimensional fund advisors lp	7.91M	5.87%	$256.52M
Earnest partners	4.25M	3.16%	$137.99M
Victory capital management	3.98M	2.95%	$129.19M
Geode capital management	3.25M	2.41%	$105.53M
Proshare advisors	2.21M	1.64%	$71.58M
Silvercrest asset management group	2.16M	1.60%	$70.13M
Bank of new york mellon	1.67M	1.24%	$54.01M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
United bank	760.67K	3.06%	$24.68M
Tcm advisors	35.03K	1.00%	$1.14M
Verity asset management	53.53K	0.68%	$1.74M
Earnest partners	4.25M	0.65%	$137.99M
Ntv asset management	129.64K	0.60%	$4.21M
Basswood capital management	233.03K	0.49%	$7.56M
Silvercrest asset management group	2.16M	0.48%	$70.13M
Family asset management	19.72K	0.41%	$639.73K
Vaughan nelson investment management	1.33M	0.40%	$43.30M
Tranquility partners	29.18K	0.36%	$946.76K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.21M	0.01%	1.21M
Proshare advisors	2.21M	0.19%	1.16M
Corebridge financial	240.70K	0.04%	240.70K
Voloridge investment management	249.90K	0.03%	215.60K
Qube research	234.73K	0.01%	173.81K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	-	-	-403.36K
American group	-	-	-241.63K
State street	8.06M	0.01%	-204.36K
Barclays	142.37K	0.00%	-172.77K
Blackrock	19.35M	0.01%	-170.26K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.21M	0.01%	1.21M	$39.21M
Corebridge financial	240.70K	0.04%	240.70K	$7.81M
Mirae asset global etfs	106.88K	0.01%	106.88K	$3.47M
Brandywine global investment management	105.81K	0.03%	105.81K	$3.43M
Exoduspoint capital management, lp	60.81K	0.01%	60.81K	$1.97M

Sold Out

Holder	Change
Financial gravity asset management	-2.00
Tfo-tdc	-8.00
Geneos wealth management	-26.00
Triad wealth partners	-71.00
Tidemark	-91.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	321	1.90%	94,672,201	-1.15%	70	1.39%	131	-19.63%	111	23.33%
Dec 31, 2023	315	0.96%	95,777,247	3.41%	71	1.50%	163	12.41%	90	-15.89%
Sep 30, 2023	312	3.65%	92,619,668	-5.15%	68	1.31%	145	21.85%	107	-1.83%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	4.25M	3.14%	-15.90K
iShares Core S&P Mid-Cap ETF	4.21M	3.11%	-
iShares Russell 2000 ETF	3.49M	2.58%	-
Vanguard Small Cap Index	3.39M	2.51%	6.65K
iShares Select Dividend ETF	3.01M	2.22%	-
Victory Small Cap Value CIT (Net 75)	2.75M	2.03%	-
Victory Sycamore Small Company Opp R	2.75M	2.03%	-
Vanguard Small Cap Value Index Inv	2.29M	1.69%	-798.00
Vanguard Institutional Extnd Mkt Idx Tr	2.02M	1.49%	-37.85K
DFA US Small Cap Value I	2.01M	1.48%	5.66K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 12, 2024	WINTER P CLINTON	-	Buy	-
Nov 06, 2024	CONVERSE PETER A	-	Sell	$200.00K
Oct 23, 2024	WINTER P CLINTON	-	Buy	-
Oct 01, 2024	WINTER P CLINTON	-	Buy	-
Aug 28, 2024	WINTER P CLINTON	-	Buy	-

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	3	1
2024 Q3	3	-
2024 Q2	3	-
2024 Q1	3	-
2023 Q4	6	-

UBSI Ownership FAQ

Who Owns United Bankshares?

United Bankshares shareholders are primarily institutional investors at 70.20%, followed by 2.03% insiders and 27.77% retail investors. The average institutional ownership in United Bankshares's industry, Regional Banks Stocks, is 49.60%, which United Bankshares exceeds.

Who owns the most shares of United Bankshares?

United Bankshares’s largest shareholders are Blackrock (19.35M shares, 14.35%), Vanguard group (14.13M shares, 10.48%), and State street (8.06M shares, 5.98%). Together, they hold 30.81% of United Bankshares’s total shares outstanding.

Does Blackrock own United Bankshares?

Yes, BlackRock owns 14.35% of United Bankshares, totaling 19.35M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 627.68M$. In the last quarter, BlackRock decreased its holdings by -170K shares, a -0.87% change.

Who is United Bankshares’s biggest shareholder by percentage of total assets invested?

United bank is United Bankshares’s biggest shareholder by percentage of total assets invested, with 3.06% of its assets in 760.67K United Bankshares shares, valued at 24.68M$.

Who is the top mutual fund holder of United Bankshares shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of United Bankshares shares, with 3.14% of its total shares outstanding invested in 4.25M United Bankshares shares.

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