United Bankshares Inc (UBSI) Ownership

33.96 ↑0.14 (0.41%)

As of May 3, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of United Bankshares Inc (UBSI), owning a total of 19.5 million shares. Combined, the top 29 institutional holders of UBSI own 60.94% of the company with a total of 82.2 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of UBSI by 3.2 million shares. 3 institutions bought 3,215,526 total additional shares and increased their ownership by an average of 927.39%. However 1 institutions sold 31,335 total shares and decreased their ownership by an average of 4.15%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of United Bankshares increased by a net total of 3,184,191 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dimensional Fund Advisors, Inc.	5.403%	2.430%	7,291,001	172,997	2023-12-31
Victory Capital Management Inc.	2.101%	2,745.680%	2,835,545	2,735,901	2023-12-31
NORGES BANK	0.894%	34.071%	1,206,599	306,628	2023-12-31
United Bank (Vienna, VA)	0.537%	-4.147%	724,294	-31,335	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.452%	0.055%	19,502,744	10,673	2023-09-30
Vanguard Group Inc	10.472%	0.402%	14,131,592	56,643	2023-09-30
State Street Corporation	6.445%	-33.655%	8,697,165	-4,411,828	2023-09-30
Dimensional Fund Advisors, Inc.	5.403%	2.430%	7,291,001	172,997	2023-12-31
Silvercrest Asset Management Group LLC	2.521%	-5.964%	3,402,641	-215,818	2023-09-30
Earnest Partners LLC	2.502%	4.841%	3,375,991	155,891	2023-09-30
Geode Capital Management, LLC	2.145%	4.127%	2,894,074	114,714	2023-09-30
Victory Capital Management Inc.	2.101%	2,745.680%	2,835,545	2,735,901	2023-12-31
Fuller & Thaler Asset Management Inc	1.443%	-1.584%	1,946,979	-31,326	2023-09-30
Northern Trust Corp	1.214%	1.779%	1,638,500	28,641	2023-09-30
Bank of New York Mellon Corp	1.210%	-0.293%	1,632,752	-4,801	2023-09-30
Fisher Asset Management, LLC	1.172%	81.839%	1,581,353	711,709	2023-09-30
Charles Schwab Investment Management Inc	1.057%	1.947%	1,426,339	27,235	2023-09-30
ProShare Advisors LLC	1.021%	12.259%	1,377,589	150,436	2023-09-30
NORGES BANK	0.894%	34.071%	1,206,599	306,628	2023-12-31
Bank of America Corp	0.699%	-5.355%	943,491	-53,377	2023-09-30
Amvescap Plc.	0.682%	-1.705%	920,126	-15,963	2023-06-30
Morgan Stanley - Brokerage Accounts	0.603%	-35.649%	813,594	-450,719	2023-09-30
Ameriprise Financial Inc	0.543%	14.664%	732,966	93,737	2023-03-31
United Bank (Vienna, VA)	0.537%	-4.147%	724,294	-31,335	2023-12-31
Citadel Advisors Llc	0.475%	491.296%	640,598	532,260	2023-09-30
Nuveen Asset Management, LLC	0.470%	53.374%	634,100	220,666	2023-09-30
HHG PLC	0.464%	-67.770%	625,947	-1,316,165	2022-12-31
Millennium Management LLC	0.442%	0.000%	596,056	596,056	2023-09-30
Goldman Sachs Group Inc	0.440%	-88.322%	593,246	-4,486,878	2023-09-30
Vaughan Nelson Scarbrgh & Mccullough LP	0.408%	-13.586%	549,700	-86,425	2022-12-31
Principal Financial Group Inc	0.395%	1.329%	532,593	6,983	2023-09-30
New York State Common Retirement Fund	0.389%	-6.325%	525,474	-35,479	2023-06-30
Rhumbline Advisers	0.341%	8.681%	459,555	36,706	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of United Bankshares Inc (UBSI), owning a total of 4.2 million shares. Combined, the top 33 mutual fund holders of UBSI own 45.14% of the company with a total of 60.9 million shares.

In the latest ownership report on March 31st 2024, the top 33 fund holders increased their combined ownership of UBSI by 1.3 million shares. 5 funds bought 1,433,475 total additional shares and increased their ownership by an average of 14.69%. However 3 funds sold 105,116 total shares and decreased their ownership by an average of 1.5%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding United Bankshares increased by a net total of 1,328,359 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Small Cap Index	2.549%	-1.019%	3,442,737	-35,425	2024-03-31
Victory Sycamore Small Company Opp R	1.971%	34.394%	2,661,007	681,007	2024-03-31
Victory Small Cap Value CIT (Net 75)	1.971%	34.394%	2,661,007	681,007	2024-03-31
Vanguard Small Cap Value Index Inv	1.715%	-2.472%	2,315,598	-58,688	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.494%	1.171%	2,018,078	23,353	2024-03-31
SPDR® S&P Dividend ETF	1.375%	1.377%	1,856,533	25,225	2024-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.815%	2.123%	1,100,599	22,883	2024-03-31
Harbor Small Cap Value Instl	0.788%	-1.023%	1,064,325	-11,003	2024-03-31
SPDR® S&P Regional Banking ETF	0.665%	0.000%	898,191	0	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.139%	-0.223%	4,238,457	-9,485	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.115%	2.668%	4,203,300	109,225	2023-03-31
iShares Core S&P Mid-Cap ETF	3.099%	-0.141%	4,185,019	-5,907	2024-03-28
Vanguard Small Cap Index	2.549%	-1.019%	3,442,737	-35,425	2024-03-31
iShares Russell 2000 ETF	2.397%	0.048%	3,236,343	1,560	2024-03-28
iShares Select Dividend ETF	2.290%	-0.097%	3,092,523	-3,012	2024-03-28
Victory Sycamore Small Company Opp R	1.971%	34.394%	2,661,007	681,007	2024-03-31
Victory Small Cap Value CIT (Net 75)	1.971%	34.394%	2,661,007	681,007	2024-03-31
Vanguard Small Cap Value Index Inv	1.715%	-2.472%	2,315,598	-58,688	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.494%	1.171%	2,018,078	23,353	2024-03-31
Vanguard Extended Market Index Investor	1.380%	-0.015%	1,862,232	-287	2023-08-31
SPDR® S&P Dividend ETF	1.375%	1.377%	1,856,533	25,225	2024-03-31
DFA US Small Cap Value I	1.361%	10.655%	1,838,228	177,006	2024-02-29
EARNEST Small/Mid Cap Value	1.269%	80,762.400%	1,711,856	1,709,739	2023-12-31
SPDR® S&P US Dividend Aristocrats ETFDis	1.239%	-7.489%	1,672,340	-135,373	2023-07-31
Fuller & Thaler Small-Cap Value	1.207%	7.863%	1,628,121	118,688	2022-12-31
Fuller & Thaler Behavrl Small-Cap Value	1.149%	-8.552%	1,549,783	-144,933	2023-11-30
EARNEST Small Cap Value	1.058%	95,173.200%	1,428,146	1,426,647	2023-12-31
FullerThaler Behavioral Small-Cap Value	1.023%	5.298%	1,380,748	69,475	2024-02-29
Fidelity Small Cap Index	0.980%	1.523%	1,322,904	19,846	2024-01-31
Undiscovered Managers Behavioral Val L	0.960%	4.508%	1,296,029	55,900	2024-02-29
Fidelity® Small Cap Index	0.936%	2.825%	1,262,969	34,698	2023-10-31
iShares Russell 2000 Value ETF	0.915%	-0.063%	1,235,985	-784	2024-03-28
SPDR® S&P MIDCAP 400 ETF Trust	0.815%	2.123%	1,100,599	22,883	2024-03-31
Harbor Small Cap Value Instl	0.788%	-1.023%	1,064,325	-11,003	2024-03-31
DFA US Targeted Value I	0.682%	0.000%	921,193	0	2024-02-29
Janus Henderson Small Cap Value L	0.681%	-24.624%	918,155	-299,948	2022-09-30
SPDR® S&P Regional Banking ETF	0.665%	0.000%	898,191	0	2024-03-31
DFA US Small Cap I	0.641%	0.000%	865,501	0	2024-02-29
ProShares S&P MidCap 400 Dividend Arst	0.596%	-0.103%	804,473	-826	2024-02-29
iShares S&P Mid-Cap 400 Value ETF	0.585%	0.000%	788,751	0	2023-12-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.567%	0.000%	765,676	0	2023-11-30
State St S&P Midcap® Indx SL Cl II	0.534%	1.267%	719,168	9,000	2023-02-28