United Bankshares Ownership | Who Owns United Bankshares?

Overview Forecast RevenueFinancials Chart

United Bankshares Ownership Summary

United Bankshares is owned by 64.90% institutional investors, 2.23% insiders, and 32.87% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.62% of UBSI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.25% of its assets in United Bankshares shares.

UBSI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	United Bankshares	64.90%	2.23%	32.87%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	19.76M	14.62%	$741.93M
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	2.16M	1.60%	$70.13M
Charles schwab investment management	1.71M	1.27%	$64.23M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
United bank	760.67K	3.06%	$24.68M
Maltese capital management	131.30K	0.75%	$4.93M
Earnest partners	4.20M	0.70%	$157.68M
Ntv asset management	128.35K	0.64%	$4.82M
Verity asset management	28.07K	0.59%	$1.05B
Vaughan nelson investment management	1.61M	0.56%	$60.54M
Basswood capital management	233.03K	0.51%	$8.75M
Silvercrest asset management group	2.16M	0.48%	$70.13M
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
Raymond james financial	398.07K	0.01%	398.07K
Qube research	574.06K	0.03%	297.91K
Goldman sachs group	1.32M	0.01%	284.06K

Top Sellers

Holder	Shares	% Assets	Change
American group	-	-	-241.63K
Connor, clark & lunn investment management	119.58K	0.02%	-225.58K
State street	8.06M	0.01%	-204.36K
Blackrock	19.35M	0.01%	-170.26K
Point72 asset management	-	-	-166.75K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.46M	0.01%	1.46M	$54.71M
Raymond james financial	398.07K	0.01%	398.07K	$14.95M
Verition fund management	283.35K	0.04%	283.35K	$10.64M
Assenagon asset management	196.62K	0.01%	196.62K	$7.38M
Balyasny asset management	67.04K	0.00%	67.04K	$2.52M

Sold Out

Holder	Change
Financial gravity asset management	-2.00
Tfo-tdc	-8.00
Claris advisors, llc / mo /	-9.00
Capital performance advisors llp	-23.00
Geneos wealth management	-26.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	4.66M	3.25%	1.52K
Vanguard US Total Market Shares ETF	4.26M	2.98%	3.69K
Vanguard Total Stock Mkt Idx Inv	4.25M	2.97%	1.65K
iShares Russell 2000 ETF	3.50M	2.44%	-30.36K
Vanguard Small Cap Index	3.45M	2.41%	2.81K
Victory Sycamore Small Company Opp R	2.73M	2.02%	-25.00K
Victory Small Cap Value CIT (Net 75)	2.73M	2.01%	-25.00K
iShares Select Dividend ETF	2.81M	1.96%	-
Vanguard Small Cap Value Index Inv	2.27M	1.59%	-8.57K
Vanguard Institutional Extnd Mkt Idx Tr	2.04M	1.42%	2.64K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 01, 2025	WINTER P CLINTON	-	Buy	-
Mar 24, 2025	DuMond Sara	-	Buy	$91.03K
Feb 26, 2025	WINTER P CLINTON	-	Buy	-
Feb 21, 2025	WINTER P CLINTON	-	Buy	-
Jan 03, 2025	WINTER P CLINTON	-	Buy	-

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	1	-
2025 Q1	4	-
2024 Q4	3	3
2024 Q3	3	-
2024 Q2	3	-

UBSI Ownership FAQ

Who Owns United Bankshares?

United Bankshares shareholders are primarily institutional investors at 64.90%, followed by 2.23% insiders and 32.87% retail investors. The average institutional ownership in United Bankshares's industry, Regional Banks Stocks, is 42.21%, which United Bankshares exceeds.

Who owns the most shares of United Bankshares?

United Bankshares’s largest shareholders are Blackrock funding, inc. /de (19.76M shares, 14.62%), Blackrock (19.35M shares, 14.35%), and Vanguard group (14.31M shares, 10.59%). Together, they hold 39.56% 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?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of United Bankshares shares, with 3.25% of its total shares outstanding invested in 4.66M United Bankshares shares.

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