United Bankshares (UBSI) Institutional Ownership

$33.35
-0.01 (-0.03%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for United Bankshares (NASDAQ:UBSI)

Current
Institutional Ownership
Percentage
70.80%
Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$357.06M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$110.38M
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UBSI Institutional Buying and Selling by Quarter

United Bankshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Yousif Capital Management LLC61,101$2.19M0.0%-2.3%0.045%
4/26/2024McKinley Carter Wealth Services Inc.23,386$837K0.1%-32.4%0.017%
4/25/2024New York State Teachers Retirement System133,207$4.77M0.0%+0.6%0.099%
4/25/2024 Cambridge Investment Research Advisors Inc.78,233$2.80M0.0%-0.4%0.058%
4/23/2024 Louisiana State Employees Retirement System38,700$1.39M0.0%+2.1%0.029%
4/23/2024 Amalgamated Bank70,383$2.52M0.0%-9.5%0.052%
4/23/2024 Wesbanco Bank Inc.123,398$4.42M0.2%+11.5%0.091%
4/23/2024 Raymond James Financial Services Advisors Inc.56,088$2.01M0.0%-22.1%0.042%
4/22/2024 Accordant Advisory Group Inc6,700$240K0.2%N/A0.005%
4/18/2024 State of Michigan Retirement System33,013$1.18M0.0%+1.9%0.024%
4/18/2024 Vaughan Nelson Investment Management L.P.1,311,291$46.93M0.4%+14.8%0.971%
4/15/2024 Wealthcare Advisory Partners LLC57,278$2.05M0.1%+2.2%0.042%
4/5/2024 Los Angeles Capital Management LLC10,045$360K0.0%-14.2%0.007%
3/29/2024Kapitalo Investimentos Ltda1,540$58K0.0%N/A0.001%
3/22/2024PNC Financial Services Group Inc.35,145$1.32M0.0%-1.8%0.026%
3/11/2024Vanguard Group Inc.14,202,951$533.32M0.0%+0.5%10.524%
3/5/2024Fisher Asset Management LLC1,378,264$51.75M0.0%-12.8%1.021%
3/5/2024Greenwood Capital Associates LLC11,568$434K0.1%N/A0.009%
3/1/2024Goldman Sachs Group Inc.561,234$21.07M0.0%-5.4%0.416%
2/28/2024American International Group Inc.246,254$9.25M0.0%-3.2%0.183%
2/26/2024Teachers Retirement System of The State of Kentucky43,894$1.65M0.0%-4.6%0.033%
2/14/2024Cassaday & Co Wealth Management LLC5,946$223K0.0%N/A0.004%
2/14/2024Beacon Investment Advisors LLC5,374$202K0.1%N/A0.004%
2/13/2024American International Group Inc.246,254$9.25M0.1%-3.2%0.183%
2/13/2024Teton Advisors Inc.8,000$300K0.1%-5.9%0.006%
2/13/2024Rafferty Asset Management LLC153,576$5.77M0.0%+8.9%0.114%
2/12/2024Brown Brothers Harriman & Co.5,009$188K0.0%-42.2%0.004%
2/12/2024 Burkett Financial Services LLC3,958$149K0.1%N/A0.003%
2/12/2024TFO Wealth Partners LLC3,780$142K0.0%+47,150.0%0.003%
2/12/2024Connable Office Inc.14,897$559K0.1%N/A0.011%
2/12/2024Staley Capital Advisers Inc.63,831$2.40M0.1%-0.7%0.047%
2/12/2024United Services Automobile Association12,671$476K0.0%+15.0%0.009%
2/12/2024Evermay Wealth Management LLC4,159$158K0.0%-30.3%0.003%
2/9/2024Advisory Services Network LLC4,288$161K0.0%N/A0.003%
2/9/2024US Bancorp DE24,656$926K0.0%+30.1%0.018%
2/9/2024 Cambridge Investment Research Advisors Inc.78,554$2.95M0.0%+5.5%0.058%
2/9/2024Cassaday & Co Wealth Management LLC5,946$223K0.0%N/A0.004%
2/9/2024Franklin Resources Inc.80,499$3.02M0.0%-9.5%0.060%
2/9/2024Wells Fargo & Company MN437,422$16.43M0.0%+2.3%0.324%
2/9/2024UBS Group AG316,889$11.90M0.0%+77.5%0.235%
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2/9/2024PNC Financial Services Group Inc.35,145$1.32M0.0%-1.8%0.026%
2/9/2024Norges Bank1,206,599$45.31M0.0%N/A0.894%
2/8/2024Inceptionr LLC8,287$311K0.2%N/A0.006%
2/8/2024Janney Montgomery Scott LLC39,627$1.49M0.0%-2.0%0.029%
2/8/2024Vanguard Personalized Indexing Management LLC13,731$516K0.0%N/A0.010%
2/7/2024Principal Financial Group Inc.539,152$20.25M0.0%+1.2%0.400%
2/7/2024Envestnet Portfolio Solutions Inc.6,481$243K0.0%N/A0.005%
2/7/2024Dimensional Fund Advisors LP7,291,001$273.78M0.1%+2.4%5.404%
2/7/2024BNP Paribas Financial Markets39,342$1.48M0.0%-43.7%0.029%
2/7/2024Teacher Retirement System of Texas41,515$1.56M0.0%+8.5%0.031%
2/7/2024Principal Securities Inc.3,743$141K0.0%N/A0.003%
2/6/2024Charles Schwab Investment Management Inc.1,486,804$55.83M0.0%+4.2%1.102%
2/6/2024Family Asset Management LLC40,220$1.51M1.0%-1.1%0.030%
2/6/2024Lincoln National Corp11,184$420K0.0%+8.1%0.008%
2/6/2024 Spire Wealth Management5,488$201K0.0%-37.0%0.004%
2/6/2024Axxcess Wealth Management LLC162,692$6.11M0.2%+283.7%0.121%
2/6/2024 Amalgamated Bank77,797$2.92M0.0%-0.8%0.058%
2/6/2024 Los Angeles Capital Management LLC11,707$440K0.0%N/A0.009%
2/6/2024Natixis Advisors L.P.199,537$7.49M0.0%+66.2%0.148%
2/6/2024Swiss National Bank265,863$9.98M0.0%-10.4%0.197%
2/6/2024Fisher Asset Management LLC1,377,711$51.73M0.0%-12.9%1.021%
2/5/2024Victory Capital Management Inc.2,835,545$106.48M0.1%+2,745.7%2.101%
2/5/2024 Hexagon Capital Partners LLC1,345$51K0.0%+449.0%0.001%
2/5/2024Jackson Creek Investment Advisors LLC31,106$1.17M0.4%N/A0.023%
2/5/2024Anchor Capital Advisors LLC50,560$1.90M0.1%+99.0%0.037%
2/5/2024Retirement Systems of Alabama168,997$6.35M0.0%+0.3%0.125%
2/5/2024Russell Investments Group Ltd.44,825$1.68M0.0%+4.8%0.033%
2/2/2024Truist Financial Corp115,984$4.36M0.0%-6.3%0.086%
2/2/2024State of New Jersey Common Pension Fund D75,604$2.84M0.0%-7.2%0.056%
2/1/2024Linden Thomas Advisory Services LLC21,419$804K0.2%+1.5%0.016%
2/1/2024New York State Common Retirement Fund664,599$24.96M0.0%+13.3%0.493%
2/1/2024California Public Employees Retirement System249,288$9.36M0.0%-3.6%0.185%
1/31/2024Federated Hermes Inc.59,506$2.23M0.0%-13.6%0.044%
1/31/2024Tranquility Partners LLC29,185$1.10M0.5%-3.3%0.022%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank27,428$1.03M0.0%+9.3%0.020%
1/29/2024 Louisiana State Employees Retirement System37,900$1.42M0.0%N/A0.028%
1/29/2024Klingman & Associates LLC30,596$1.15M0.1%-1.1%0.023%
1/29/2024Friedenthal Financial19,378$728K0.5%N/A0.014%
1/29/2024Smith Graham & Co. Investment Advisors LP103,907$3.90M0.4%-0.6%0.077%
1/26/2024Cerity Partners LLC16,527$626K0.0%+8.7%0.012%
1/26/2024Sandy Spring Bank27,508$1.03M0.1%+75.3%0.020%
1/26/2024Mutual of America Capital Management LLC83,397$3.13M0.0%-4.9%0.062%
1/26/2024Sequoia Financial Advisors LLC9,759$366K0.0%N/A0.007%
1/25/2024Peoples Bank OH7,044$265K0.2%N/A0.005%
1/25/2024Nisa Investment Advisors LLC6,055$227K0.0%-78.3%0.004%
1/25/2024 Vaughan Nelson Investment Management L.P.1,142,091$42.89M0.4%+103.9%0.846%
1/24/2024Mirae Asset Global Investments Co. Ltd.91,471$3.44M0.0%+58.6%0.068%
1/24/2024 Canal Capital Management LLC8,043$302K0.1%-16.7%0.006%
1/24/2024Arizona State Retirement System37,721$1.42M0.0%-1.8%0.028%
1/23/2024 Integrated Investment Consultants LLC13,513$507K0.1%+40.2%0.010%
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1/23/2024DAVENPORT & Co LLC18,988$713K0.0%-1.4%0.014%
1/19/2024Foster Victor Wealth Advisors LLC26,630$996K0.1%-61.0%0.020%
1/19/2024 Fifth Third Bancorp976$37K0.0%+206.0%0.001%
1/19/2024 AlphaMark Advisors LLC8,740$328K0.1%+8.5%0.006%
1/19/2024 State of Alaska Department of Revenue14,574$547K0.0%-9.1%0.011%
1/17/2024 Courier Capital LLC5,789$217K0.0%N/A0.004%
1/16/2024Pacer Advisors Inc.20,284$762K0.0%+79.3%0.015%
1/16/2024 Raymond James Financial Services Advisors Inc.72,000$2.70M0.0%+2.8%0.053%
1/16/2024 Raymond James & Associates106,471$4.00M0.0%+0.9%0.079%
1/12/2024SG Americas Securities LLC4,021$151K0.0%-94.6%0.003%
(Data available from 1/1/2016 forward)

UBSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UBSI shares?

During the previous two years, 281 institutional investors and hedge funds held shares of United Bankshares. The most heavily invested institutionals were Aspire Private Capital LLC ($39.81B), State Street Corp ($589.10M), BlackRock Inc. ($578.33M), Vanguard Group Inc. ($533.32M), Dimensional Fund Advisors LP ($273.78M), Silvercrest Asset Management Group LLC ($107.36M), and Victory Capital Management Inc. ($106.48M).Learn more on UBSI's institutional investors.

What percentage of United Bankshares stock is owned by institutional investors?

70.80% of United Bankshares stock is owned by institutional investors. Learn more on UBSI's institutional investor holdings.

Which institutional investors have been buying United Bankshares stock?

Of the 239 institutional investors that purchased United Bankshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($2.84M), State Street Corp ($2.47M), Norges Bank ($1.21M), Vaughan Nelson Investment Management L.P. ($1.20M), Dimensional Fund Advisors LP ($992.15K), ProShare Advisors LLC ($376.23K), and Qube Research & Technologies Ltd ($304.47K).

How much institutional buying is happening at United Bankshares?

Institutional investors have bought a total of 16,091,205 shares in the last 24 months. This purchase volume represents approximately $557.94M in transactions.

Which United Bankshares major shareholders have been selling company stock?

Of the 156 institutional investors that sold United Bankshares stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BlackRock Inc. ($704.61K), Vaughan Nelson Investment Management L.P. ($641.68K), Invesco Ltd. ($632.82K), M&T Bank Corp ($468.12K), Fisher Asset Management LLC ($406.73K), Earnest Partners LLC ($213.94K), and Tributary Capital Management LLC ($165.94K).

How much institutional selling is happening at United Bankshares?

Institutional investors have sold a total of 5,955,033 shares in the last 24 months. This volume of shares sold represents approximately $201.39M in transactions.


This page (NASDAQ:UBSI) was last updated on 4/28/2024 by MarketBeat.com Staff

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