United Bankshares, Inc. (UBSI) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership increased this quarter (+2.06 pp), though top 10 holders maintain a highly concentrated 63.9% of institutional value.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in UBSI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.2M | $925.2M | +0.1% | 14.650% | 0.01% |
| 2 | STATE STREET CORP | 8.6M | $399.1M | +8.4% | 6.271% | 0.01% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 7.7M | $352.5M | +0.4% | 5.582% | 0.06% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.3M | $333.7M | +0.1% | 5.284% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6.2M | $286.3M | -1.6% | 4.533% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 4.1M | $188.3M | +4.2% | 2.982% | 0.01% |
| 7 | EARNEST PARTNERS LLC | 4.0M | $182.0M | -4.0% | 2.881% | 0.66% |
| 8 | VICTORY CAPITAL MANAGEMENT INC | 2.9M | $135.1M | -5.5% | 2.139% | 0.08% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 2.3M | $104.4M | -3.6% | 1.662% | 0.04% |
| 10 | NORTHERN TRUST CORP | 1.7M | $78.3M | +3.6% | 1.240% | 0.01% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | $76.4M | -1.7% | 1.210% | 0.01% |
| 12 | NORGES BANK | 1.6M | $72.0M | — | 1.140% | 0.01% |
| 13 | GOLDMAN SACHS GROUP INC | 1.6M | $71.9M | -0.1% | 1.139% | 0.01% |
| 14 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.6M | $71.4M | -6.0% | 1.130% | 0.47% |
| 15 | MORGAN STANLEY | 1.5M | $68.5M | -7.0% | 1.085% | 0.00% |
| 16 | BANK OF AMERICA CORP /DE/ | 1.4M | $64.8M | -13.4% | 1.026% | 0.00% |
| 17 | Fisher Asset Management, LLC | 1.4M | $64.0M | +15.3% | 1.013% | 0.02% |
| 18 | Bank of New York Mellon Corp | 1.3M | $61.0M | -2.3% | 0.965% | 0.01% |
| 19 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.3M | $58.4M | -4.0% | 0.925% | 0.16% |
| 20 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.1M | $52.2M | +36.9% | 0.827% | 0.46% |
| 21 | BNP Paribas Asset Management Holding S.A. | 983K | $45.0M | -0.2% | 0.713% | 0.05% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 916K | $42.0M | +1.3% | 0.665% | 0.01% |
| 23 | ProShare Advisors LLC | 776K | $35.5M | -0.4% | 0.563% | 0.05% |
| 24 | Nuveen, LLC | 775K | $35.5M | -14.1% | 0.563% | 0.01% |
| 25 | UNITED BANK | 713K | $32.7M | +0.3% | 0.517% | 3.83% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UBSI — a direct measure of their conviction.
Filings activity in UBSI during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 448 | +6.9% | 74.85% | +2.06 pp | $4.67B | +14% |
| Q1 2026 | 419 | +8.0% | 72.79% | +0.56 pp | $4.12B | +9.6% |
| Q4 2025 | 388 | +6.3% | 72.23% | +0.45 pp | $3.76B | +3.6% |
| Q3 2025 | 365 | +1.7% | 71.78% | 2.82 pp | $3.63B | 0.8% |
| Q2 2025 | 359 | 3.5% | 74.60% | +3.35 pp | $3.66B | +10% |
| Q1 2025 | 372 | +9.7% | 71.25% | 0.65 pp | $3.32B | 29% |
| Q4 2024 | 339 | +2.4% | 71.90% | +3.00 pp | $4.67B | +39% |
| Q3 2024 | 331 | — | 68.90% | — | $3.36B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UBSI stock.
Based on Q2 2026 13F filings, institutional ownership of United Bankshares, Inc. stands at 74.9%, held across 448 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UBSI, with approximately 20,187,911 shares worth $0.93B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of UBSI, including Fisher Asset Management, LLC.
Our composite Smart Money Score for UBSI is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
55 institutions opened new positions in UBSI during Q2 2026, while 30 fully exited. 334 added to existing positions and 45 trimmed.
UBSI institutional ownership rose by 2.06 percentage points quarter-over-quarter, with a net change of +29 holders.
The top 10 institutions account for 63.9% of all reported 13F value in UBSI, and the top 25 account for 82.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.