Who owns United Bankshares (UBSI)
Which tracked institutional funds hold UBSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UBSI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
114 tracked funds added or opened UBSI while 54 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UBSI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UBSI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 417 tracked filers holding UBSI, 214 increased or opened the position and 181 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UBSI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- Arbejdsmarkedets Tillaegspension$15M
- VAN ECK ASSOCIATES CORP$5M
- TWO SIGMA INVESTMENTS, LP$5M
- AXXCESS WEALTH MANAGEMENT, LLC$4M
- Phocas Financial Corp.$3M
- Point72 Asset Management, L.P.$3M
Full exits 28
- NATIXIS ADVISORS, LLC$7M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5M
- CANADA LIFE ASSURANCE Co$4M
- Mubadala Investment Co PJSC$3M
- MILLENNIUM MANAGEMENT LLC$3M
- JANUS HENDERSON GROUP PLC$3M
Largest adds
- BlackRock, Inc.$168M
- STATE STREET CORP$66M
- DIMENSIONAL FUND ADVISORS LP$35M
- VANGUARD PORTFOLIO MANAGEMENT LLC$32M
- GEODE CAPITAL MANAGEMENT, LLC$25M
- VANGUARD CAPITAL MANAGEMENT LLC$23M
Largest trims
- CITADEL ADVISORS LLC$5M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- DEUTSCHE BANK AG\$3M
- BANK OF AMERICA CORP /DE/$3M
- EverSource Wealth Advisors, LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 20,187,911 | $925M | 20.6% | 2026-Q2 |
| STATE STREET CORP added | 8,640,931 | $399M | 8.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 7,691,387 | $352M | 7.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 7,280,922 | $334M | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 6,246,820 | $286M | 6.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,108,797 | $188M | 4.2% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 3,970,649 | $182M | 4.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,947,138 | $135M | 3.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,289,566 | $104M | 2.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,707,953 | $78M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,666,761 | $76M | 1.7% | 2026-Q2 |
| NORGES BANK added | 1,571,131 | $72M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,569,063 | $72M | 1.6% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 1,556,944 | $71M | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,495,680 | $69M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,413,963 | $65M | 1.4% | 2026-Q2 |
| Fisher Asset Management, LLC added | 1,395,828 | $64M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,330,314 | $61M | 1.4% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 1,274,340 | $58M | 1.3% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 1,139,377 | $52M | 1.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 982,827 | $45M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 915,916 | $42M | 0.9% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 775,548 | $36M | 0.8% | 2026-Q2 |
| Nuveen, LLC trimmed | 775,089 | $36M | 0.8% | 2026-Q2 |
| UNITED BANK added | 713,131 | $33M | 0.7% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 651,485 | $30M | 0.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 582,136 | $27M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 571,327 | $26M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 570,880 | $26M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 492,575 | $23M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 477,973 | $22M | 0.5% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 443,300 | $20M | 0.5% | 2026-Q2 |
| UBS Group AG added | 416,834 | $19M | 0.4% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 416,064 | $19M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 382,573 | $18M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 366,384 | $17M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 351,935 | $16M | 0.4% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension new | 317,799 | $15M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 313,607 | $14M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 297,241 | $14M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 282,427 | $12M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 280,363 | $13M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 280,295 | $13M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 259,447 | $12M | 0.3% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 233,034 | $11M | 0.2% | 2026-Q2 |
| FMR LLC added | 231,417 | $11M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 224,790 | $10M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 217,118 | $10M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 191,834 | $9M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 190,478 | $9M | 0.2% | 2026-Q2 |
| NTV Asset Management LLC | 172,525 | $8M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 170,195 | $8M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 168,679 | $8M | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 162,655 | $7M | 0.2% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ added | 162,535 | $7M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 161,335 | $7M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 147,172 | $7M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 147,071 | $7M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 146,119 | $7M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 145,917 | $7M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 145,460 | $7M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 142,188 | $7M | 0.1% | 2026-Q2 |
| Moody Aldrich Partners LLC added | 138,493 | $6M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 128,183 | $6M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 128,009 | $6M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 126,573 | $6M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 125,246 | $6M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 112,441 | $5M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 110,068 | $5M | 0.1% | 2026-Q2 |
| 1834 INVESTMENT ADVISORS CO trimmed | 108,564 | $5M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 102,945 | $5M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 102,412 | $5M | 0.1% | 2026-Q2 |
| WESBANCO BANK INC trimmed | 100,230 | $5M | 0.1% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 100,000 | $5M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 99,599 | $5M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 99,496 | $5M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 98,173 | $4M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 96,609 | $4M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 86,817 | $4M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 83,608 | $4M | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 81,309 | $4M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 80,923 | $4M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 80,771 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 79,939 | $4M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 78,632 | $4M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 77,894 | $4M | 0.1% | 2026-Q2 |
| Phocas Financial Corp. new | 76,327 | $3M | 0.1% | 2026-Q2 |
| Nicholson Wealth Management Group, LLC | 76,245 | $3M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 76,145 | $3M | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. trimmed | 73,856 | $3M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 73,772 | $3M | 0.1% | 2026-Q2 |
| Waldron Private Wealth LLC | 72,399 | $3M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 71,787 | $3M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 71,404 | $3M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC added | 70,789 | $3M | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 70,765 | $3M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 67,750 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 67,185 | $3M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 66,243 | $3M | 0.1% | 2026-Q2 |
| NFJ INVESTMENT GROUP, LLC | 63,924 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.