Ranked by reported Q1 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 | $835.3M | +0.4% | 14.439% | 0.01% |
| 2 | STATE STREET CORP | 8.0M | $333.2M | +0.3% | 5.709% | 0.01% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 7.7M | $317.3M | +0.8% | 5.485% | 0.07% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.3M | $301.4M | β | 5.210% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6.3M | $262.8M | β | 4.543% | 0.01% |
| 6 | EARNEST PARTNERS LLC | 4.1M | $171.3M | -2.5% | 2.960% | 0.71% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.9M | $163.3M | +3.7% | 2.822% | 0.01% |
| 8 | VICTORY CAPITAL MANAGEMENT INC | 3.1M | $129.2M | -5.4% | 2.234% | 0.08% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 2.4M | $98.1M | +46.1% | 1.700% | 0.04% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | $70.2M | +1.0% | 1.213% | 0.01% |
| 11 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.7M | $68.6M | -10.6% | 1.186% | 0.50% |
| 12 | NORTHERN TRUST CORP | 1.6M | $68.3M | +3.6% | 1.180% | 0.01% |
| 13 | BANK OF AMERICA CORP /DE/ | 1.6M | $67.6M | +20.5% | 1.168% | 0.00% |
| 14 | MORGAN STANLEY | 1.6M | $66.6M | +14.6% | 1.151% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 1.6M | $65.0M | +33.4% | 1.124% | 0.01% |
| 16 | Bank of New York Mellon Corp | 1.4M | $56.4M | +0.8% | 0.975% | 0.01% |
| 17 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.3M | $55.0M | -3.5% | 0.950% | 0.19% |
| 18 | Fisher Asset Management, LLC | 1.2M | $50.2M | +2.4% | 0.867% | 0.02% |
| 19 | BNP Paribas Asset Management Holding S.A. | 985K | $40.8M | +6.7% | 0.705% | 0.05% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 905K | $37.5M | β | 0.648% | 0.01% |
| 21 | Nuveen, LLC | 903K | $37.4M | -4.0% | 0.646% | 0.01% |
| 22 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 832K | $34.5M | β | 0.596% | 0.35% |
| 23 | ProShare Advisors LLC | 779K | $32.3M | -29.9% | 0.557% | 0.05% |
| 24 | Invesco Ltd. | 774K | $32.1M | -24.9% | 0.554% | 0.00% |
| 25 | UNITED BANK | 711K | $29.4M | -0.4% | 0.509% | 3.77% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UBSI β a direct measure of their conviction.
Filings activity in UBSI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 411 | +6.2% | 64.18% | +5.31 pp | $4.09B | +9.0% |
| Q4 2025 | 387 | +6.6% | 58.87% | +2.01 pp | $3.75B | +3.5% |
| Q3 2025 | 363 | +1.1% | 56.86% | 0.48 pp | $3.63B | 0.8% |
| Q2 2025 | 359 | 3.5% | 57.34% | +5.24 pp | $3.66B | +10% |
| Q1 2025 | 372 | +9.7% | 52.10% | 21.15 pp | $3.32B | 29% |
| Q4 2024 | 339 | +2.4% | 73.25% | +20.50 pp | $4.67B | +39% |
| Q3 2024 | 331 | +8.5% | 52.75% | +4.85 pp | $3.36B | +10% |
| Q2 2024 | 305 | β | 47.90% | β | $3.05B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UBSI stock.
Based on Q1 2026 13F filings, institutional ownership of United Bankshares, Inc. stands at 64.2%, held across 411 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UBSI, with approximately 20,166,538 shares worth $0.84B as of Q1 2026.
Yes β 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 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
66 institutions opened new positions in UBSI during Q1 2026, while 42 fully exited. 276 added to existing positions and 66 trimmed.
UBSI institutional ownership rose by 5.31 percentage points quarter-over-quarter, with a net change of +24 holders.
The top 10 institutions account for 65.5% of all reported 13F value in UBSI, and the top 25 account for 83.7%.
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.