Who owns United Bankshares, Inc. (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-Q1 13F filings. 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
103 tracked funds added or opened UBSI while 45 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 416 tracked filers holding UBSI, 218 increased or opened the position and 161 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 2025-Q4 and 2026-Q1 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 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$301M
- VANGUARD CAPITAL MANAGEMENT LLC$263M
- VANGUARD FIDUCIARY TRUST CO$37M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$34M
- VANGUARD ASSET MANAGEMENT, Ltd$6M
- Moody Aldrich Partners LLC$4M
Full exits 16
- VANGUARD GROUP INC$550M
- Brandywine Global Investment Management, LLC$5M
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- Ruffer LLP$3M
- Qube Research & Technologies Ltd$3M
- Weiss Asset Management LP$2M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$35M
- DIMENSIONAL FUND ADVISORS LP$25M
- STATE STREET CORP$25M
- CITADEL ADVISORS LLC$24M
- GOLDMAN SACHS GROUP INC$20M
- GEODE CAPITAL MANAGEMENT, LLC$17M
Largest trims
- NORGES BANK$15M
- BlackRock, Inc.$13M
- Invesco Ltd.$13M
- ProShare Advisors LLC$10M
- Verition Fund Management LLC$10M
- BARCLAYS PLC$9M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 18,291,360 | $758M | 16.8% | 2026-Q1 |
| STATE STREET CORP added | 7,974,217 | $333M | 7.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 7,661,331 | $317M | 7.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,277,538 | $301M | 6.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,344,890 | $263M | 5.8% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 4,134,503 | $171M | 3.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,942,183 | $163M | 3.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 3,119,919 | $129M | 2.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,362,076 | $98M | 2.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,694,830 | $70M | 1.6% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 1,656,172 | $69M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,648,776 | $68M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,631,894 | $68M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,607,767 | $67M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,569,829 | $65M | 1.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,362,254 | $56M | 1.3% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 1,327,629 | $55M | 1.2% | 2026-Q1 |
| NORGES BANK trimmed | 1,539,327 | $53M | 1.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 1,211,131 | $50M | 1.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 984,690 | $41M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 904,635 | $37M | 0.8% | 2026-Q1 |
| Nuveen, LLC trimmed | 902,544 | $37M | 0.8% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 832,340 | $34M | 0.8% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 778,714 | $32M | 0.7% | 2026-Q1 |
| UNITED BANK trimmed | 710,708 | $29M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 644,254 | $27M | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 633,272 | $26M | 0.6% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 633,118 | $26M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 570,961 | $24M | 0.5% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 432,000 | $18M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 431,396 | $18M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 427,820 | $18M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 410,132 | $17M | 0.4% | 2026-Q1 |
| UBS Group AG added | 370,302 | $15M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 368,003 | $15M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 345,929 | $14M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 313,631 | $13M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 297,590 | $12M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 293,253 | $12M | 0.3% | 2026-Q1 |
| Swiss National Bank trimmed | 277,963 | $12M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 263,895 | $11M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 281,398 | $11M | 0.2% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 233,034 | $10M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 231,105 | $10M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 229,412 | $10M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 217,518 | $9M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 217,152 | $9M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 215,644 | $9M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 196,998 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 189,805 | $8M | 0.2% | 2026-Q1 |
| NTV Asset Management LLC added | 172,525 | $7M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 171,083 | $7M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 169,069 | $7M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 164,189 | $7M | 0.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 161,999 | $7M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 155,643 | $6M | 0.1% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ added | 146,924 | $6M | 0.1% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 146,514 | $6M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 142,805 | $6M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 137,304 | $6M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 132,182 | $5M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 126,800 | $5M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 123,635 | $5M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 121,376 | $5M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 113,931 | $5M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 112,161 | $5M | 0.1% | 2026-Q1 |
| 1834 INVESTMENT ADVISORS CO added | 111,894 | $5M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 111,869 | $5M | 0.1% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 110,000 | $5M | 0.1% | 2026-Q1 |
| Moody Aldrich Partners LLC new | 108,618 | $4M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP added | 105,667 | $4M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 104,053 | $4M | 0.1% | 2026-Q1 |
| WESBANCO BANK INC trimmed | 101,359 | $4M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 96,793 | $4M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 91,272 | $4M | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 90,258 | $4M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 86,762 | $4M | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 85,640 | $4M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 81,499 | $3M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 79,603 | $3M | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 79,406 | $3M | 0.1% | 2026-Q1 |
| Mubadala Investment Co PJSC added | 78,244 | $3M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 77,038 | $3M | 0.1% | 2026-Q1 |
| Nicholson Wealth Management Group, LLC | 76,245 | $3M | 0.1% | 2026-Q1 |
| Dana Investment Advisors, Inc. trimmed | 75,082 | $3M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 73,823 | $3M | 0.1% | 2026-Q1 |
| Waldron Private Wealth LLC | 72,399 | $3M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 70,933 | $3M | 0.1% | 2026-Q1 |
| Graham Capital Management, L.P. added | 70,577 | $3M | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 69,665 | $3M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 67,564 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 14,323,487 | $550M | 12.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. added | 221,506 | $8M | 0.2% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 155,550 | $5M | 0.1% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 117,542 | $5M | 0.1% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 114,024 | $4M | 0.1% | 2025-Q3 stale |
| VAN ECK ASSOCIATES CORP added | 101,834 | $4M | 0.1% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 83,567 | $3M | 0.1% | 2025-Q4 stale |
| Ruffer LLP new | 81,408 | $3M | 0.1% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 71,521 | $3M | 0.1% | 2025-Q4 stale |
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.