UNITED BANKSHARES INC WEST V (UBSI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 103,448,957 shares against 136,212,571 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $925.2M | 20,187,911 | 0.01% | 8q | HELD |
| STATE STREET CORP | $399.1M | 8,640,931 | 0.01% | 31q | +8.4%+$30.8M |
| DIMENSIONAL FUND ADVISORS LP | $352.5M | 7,691,387 | 0.06% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $333.7M | 7,280,922 | 0.02% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $286.3M | 6,246,820 | 0.01% | 2q | -1.5%-$4.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $188.3M | 4,108,797 | 0.01% | 31q | +4.2%+$7.6M |
| EARNEST PARTNERS LLC | $182.0M | 3,970,649 | 0.66% | 31q | -4.0%-$7.5M |
| VICTORY CAPITAL MANAGEMENT INC | $135.1M | 2,947,138 | 0.08% | 28q | -5.5%-$7.9M |
| AQR CAPITAL MANAGEMENT LLC | $104.4M | 2,289,566 | 0.04% | 18q | -3.6%-$3.9M |
| NORTHERN TRUST CORP | $78.3M | 1,707,953 | 0.01% | 31q | +3.6%+$2.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $76.4M | 1,666,761 | 0.01% | 31q | -1.7%-$1.3M |
| Sixth Street Partners Management Company, L.P. | $76.4M | 1,666,761 | 0.01% | new | NEW |
| NORGES BANK | $72.0M | 1,571,131 | 0.01% | 32q | -11.8%-$9.6M |
| GOLDMAN SACHS GROUP INC | $71.9M | 1,569,063 | 0.01% | 31q | HELD |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $71.4M | 1,556,944 | 0.47% | 31q | -6.0%-$4.5M |
| MORGAN STANLEY | $68.5M | 1,495,680 | 0.00% | 35q | -7.0%-$5.1M |
| BANK OF AMERICA CORP /DE/ | $64.8M | 1,413,963 | 0.00% | 31q | -13.4%-$10.0M |
| Fisher Asset Management, LLC | $64.0M | 1,395,828 | 0.02% | 14q | +15.2%+$8.5M |
| Bank of New York Mellon Corp | $61.0M | 1,330,314 | 0.01% | 31q | -2.3%-$1.5M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $58.4M | 1,274,340 | 0.16% | 31q | -4.0%-$2.4M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $52.2M | 1,139,377 | 0.46% | 2q | +36.9%+$14.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $45.0M | 982,827 | 0.05% | 25q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $42.0M | 915,916 | 0.01% | 2q | +1.2%+$517.0K |
| ProShare Advisors LLC | $35.5M | 775,548 | 0.05% | 31q | HELD |
| Nuveen, LLC | $35.5M | 775,089 | 0.01% | 6q | -14.1%-$5.8M |
| UNITED BANK | $32.7M | 713,131 | 3.83% | 31q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $29.9M | 651,485 | 0.04% | 31q | +2.9%+$841.8K |
| Invesco Ltd. | $26.7M | 582,136 | 0.00% | 31q | -24.8%-$8.8M |
| FIRST TRUST ADVISORS LP | $26.2M | 571,327 | 0.02% | 31q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $26.2M | 570,880 | 0.01% | 6q | +164.7%+$16.3M |
| CITADEL ADVISORS LLC | $24.4M | 477,973 | 0.00% | 29q | -25.8%-$8.5M |
| WELLS FARGO & COMPANY/MN | $22.6M | 492,575 | 0.00% | 31q | -42.4%-$16.6M |
| RHUMBLINE ADVISERS | $20.3M | 443,300 | 0.02% | 31q | +2.8%+$545.6K |
| UBS Group AG | $19.1M | 416,834 | 0.00% | 31q | +12.6%+$2.1M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $19.1M | 416,064 | 0.38% | 25q | -3.7%-$730.3K |
| AMERIPRISE FINANCIAL INC | $17.5M | 382,573 | 0.00% | 31q | -53.4%-$20.1M |
| SEI INVESTMENTS CO | $16.8M | 366,384 | 0.01% | 16q | +5.9%+$937.5K |
| JPMORGAN CHASE & CO | $16.4M | 351,935 | 0.00% | 31q | -4.4%-$747.8K |
| Arbejdsmarkedets Tillaegspension | $14.6M | 317,799 | 0.32% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $14.4M | 313,607 | 0.01% | 31q | HELD |
| California Public Employees Retirement System | $13.6M | 297,241 | 0.01% | 31q | +1.4%+$182.8K |
| Swiss National Bank | $12.8M | 280,363 | 0.01% | 31q | +0.9%+$110.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12.8M | 280,295 | 0.00% | 31q | -5.8%-$792.6K |
| RAYMOND JAMES FINANCIAL INC | $11.9M | 259,447 | 0.00% | 7q | -1.7%-$203.9K |
| ALLIANCEBERNSTEIN L.P. | $11.7M | 282,427 | 0.00% | 31q | HELD |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $10.7M | 233,034 | 0.43% | 31q | HELD |
| FMR LLC | $10.6M | 231,417 | 0.00% | 31q | +11.0%+$1.1M |
| FRANKLIN RESOURCES INC | $10.3M | 224,790 | 0.00% | 20q | -2.0%-$211.8K |
| ENVESTNET ASSET MANAGEMENT INC | $10.0M | 217,118 | 0.00% | 31q | HELD |
| Legal & General Group Plc | $8.8M | 191,834 | 0.00% | 31q | +1.1%+$93.0K |
| NTV Asset Management LLC | $7.9M | 172,525 | 0.77% | 31q | HELD |
| TUDOR INVESTMENT CORP ET AL | $7.8M | 170,195 | 0.01% | 2q | +130.5%+$4.4M |
| CITIGROUP INC | $7.7M | 168,679 | 0.00% | 31q | +50.8%+$2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $7.5M | 162,655 | 0.01% | 9q | HELD |
| OLD NATIONAL BANCORP /IN/ | $7.4M | 162,535 | 0.15% | 3q | +10.6%+$715.5K |
| SEGALL BRYANT & HAMILL, LLC | $6.7M | 147,172 | 0.08% | 25q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $6.7M | 147,071 | 0.00% | 2q | +7.1%+$447.6K |
| DEUTSCHE BANK AG\ | $6.7M | 146,119 | 0.00% | 34q | -36.8%-$3.9M |
| FEDERATED HERMES, INC. | $6.7M | 145,917 | 0.01% | 31q | +109.5%+$3.5M |
| MetLife Investment Management, LLC | $6.7M | 145,460 | 0.03% | 32q | +1.9%+$121.7K |
| Retirement Systems of Alabama | $6.5M | 142,188 | 0.02% | 31q | -16.9%-$1.3M |
| Moody Aldrich Partners LLC | $6.3M | 138,493 | 1.14% | 2q | +27.5%+$1.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.9M | 128,183 | 0.00% | 31q | -3.0%-$183.3K |
| D. E. Shaw & Co., Inc. | $5.9M | 128,009 | 0.00% | 6q | +438.4%+$4.8M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $5.8M | 126,573 | 0.02% | 10q | -41.8%-$4.2M |
| Quantinno Capital Management LP | $5.7M | 125,246 | 0.01% | 5q | +103.4%+$2.9M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $5.2M | 112,441 | 0.05% | 31q | -1.3%-$68.3K |
| VAN ECK ASSOCIATES CORP | $5.0M | 110,068 | 0.00% | new | NEW |
| 1834 INVESTMENT ADVISORS CO | $5.0M | 108,564 | 0.56% | 3q | -3.0%-$152.6K |
| Wealthspire Advisors, LLC | $4.7M | 102,945 | 0.03% | 17q | -1.1%-$50.8K |
| TWO SIGMA INVESTMENTS, LP | $4.7M | 102,412 | 0.00% | new | NEW |
| WESBANCO BANK INC | $4.6M | 100,230 | 0.11% | 30q | -1.1%-$51.7K |
| MALTESE CAPITAL MANAGEMENT LLC | $4.6M | 100,000 | 0.84% | 8q | -9.1%-$458.3K |
| GUGGENHEIM CAPITAL LLC | $4.6M | 99,599 | 0.03% | 31q | +10.3%+$428.1K |
| Holocene Advisors, LP | $4.6M | 99,496 | 0.01% | 10q | -5.8%-$282.8K |
| ROYAL BANK OF CANADA | $4.5M | 98,173 | 0.00% | 31q | +1.4%+$63.2K |
| Focus Partners Wealth | $4.4M | 96,609 | 0.00% | 11q | -20.4%-$1.1M |
| EP Wealth Advisors, LLC | $4.0M | 86,817 | 0.02% | 19q | +1.4%+$53.9K |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.8M | 83,608 | 0.06% | new | NEW |
| Graham Capital Management, L.P. | $3.7M | 81,309 | 0.07% | 10q | +15.2%+$491.8K |
| XTX Topco Ltd | $3.7M | 80,923 | 0.05% | 2q | +136.6%+$2.1M |
| Russell Investments Group, Ltd. | $3.7M | 80,771 | 0.00% | 31q | +459.5%+$3.0M |
| BNP PARIBAS FINANCIAL MARKETS | $3.7M | 79,939 | 0.00% | 31q | +105.7%+$1.9M |
| CAPTRUST FINANCIAL ADVISORS | $3.6M | 78,632 | 0.01% | 25q | +2.1%+$73.1K |
| Rafferty Asset Management, LLC | $3.6M | 77,894 | 0.01% | 25q | -14.7%-$613.1K |
| Louisiana State Employees Retirement System | $3.5M | 80,700 | 0.03% | 31q | +99.3%+$1.8M |
| Phocas Financial Corp. | $3.5M | 76,327 | 0.49% | new | NEW |
| Nicholson Wealth Management Group, LLC | $3.5M | 76,245 | 2.06% | 8q | HELD |
| Point72 Asset Management, L.P. | $3.5M | 76,145 | 0.00% | new | NEW |
| Dana Investment Advisors, Inc. | $3.4M | 73,856 | 0.09% | 10q | -1.6%-$56.2K |
| BARCLAYS PLC | $3.4M | 73,772 | 0.00% | 31q | -34.2%-$1.8M |
| Waldron Private Wealth LLC | $3.3M | 72,399 | 0.12% | 31q | HELD |
| LPL Financial LLC | $3.3M | 71,787 | 0.00% | 21q | +1.2%+$39.1K |
| Arkadios Wealth Advisors | $3.3M | 71,404 | 0.05% | 3q | -12.4%-$462.7K |
| Sterling Capital Management LLC | $3.2M | 70,789 | 0.06% | 12q | +8.1%+$244.4K |
| BROWN ADVISORY INC | $3.2M | 70,765 | 0.01% | 31q | -10.9%-$396.0K |
| Cerity Partners LLC | $3.1M | 67,750 | 0.00% | 17q | HELD |
| Creative Planning | $3.1M | 67,185 | 0.00% | 31q | +2.7%+$79.8K |
| AMERICAN CENTURY COMPANIES INC | $3.0M | 66,243 | 0.00% | 23q | -16.8%-$612.3K |
| NFJ INVESTMENT GROUP, LLC | $2.9M | 63,924 | 0.10% | 2q | HELD |
Showing the largest 100 of 451 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 421 | $4.7B | 103,448,957 | 59 | 130 | 109 | 0.1% |
| Q1 2026 | 393 | $4.2B | 100,071,382 | 56 | 134 | 103 | 0.1% |
| Q4 2025 | 366 | $3.8B | 99,102,843 | 47 | 104 | 117 | 0.1% |
| Q3 2025 | 339 | $3.7B | 97,957,814 | 36 | 97 | 104 | 0.2% |
| Q2 2025 | 332 | $3.7B | 101,425,375 | 32 | 125 | 85 | 0.2% |
| Q1 2025 | 346 | $3.4B | 98,257,236 | 54 | 111 | 85 | 0.1% |
| Q4 2024 | 313 | $3.6B | 96,417,221 | 31 | 97 | 89 | 0.1% |
| Q3 2024 | 301 | $3.5B | 93,411,753 | 41 | 81 | 92 | 0.2% |
| Q2 2024 | 273 | $3.0B | 93,746,723 | 22 | 83 | 91 | 0.1% |
| Q1 2024 | 279 | $3.4B | 94,510,554 | 29 | 72 | 92 | 0.2% |
| Q4 2023 | 271 | $3.5B | 94,105,162 | 37 | 81 | 74 | 0.2% |
| Q3 2023 | 263 | $2.5B | 89,453,482 | 30 | 82 | 90 | 0.1% |
| Q2 2023 | 257 | $2.9B | 95,831,472 | 23 | 74 | 81 | 0.2% |
| Q1 2023 | 261 | $3.2B | 91,676,014 | 18 | 84 | 84 | 0.1% |
| Q4 2022 | 256 | $3.2B | 77,706,727 | 31 | 75 | 70 | 0.1% |
| Q3 2022 | 316 | $3.4B | 94,586,797 | 44 | 78 | 102 | 0.1% |
| Q2 2022 | 296 | $3.3B | 94,088,712 | 27 | 92 | 92 | 0.1% |
| Q1 2022 | 306 | $3.2B | 92,742,146 | 36 | 88 | 93 | 0.1% |
| Q4 2021 | 300 | $3.3B | 90,468,058 | 32 | 100 | 74 | 0.1% |
| Q3 2021 | 293 | $3.2B | 88,113,069 | 32 | 80 | 96 | 0.1% |
| Q2 2021 | 280 | $3.2B | 86,573,769 | 26 | 91 | 83 | 0.1% |
| Q1 2021 | 280 | $3.3B | 84,263,832 | 32 | 60 | 106 | 0.1% |
| Q4 2020 | 271 | $2.7B | 83,142,055 | 50 | 70 | 79 | 0.2% |
| Q3 2020 | 259 | $1.8B | 83,207,463 | 30 | 54 | 101 | 0.1% |
| Q2 2020 | 269 | $2.4B | 85,940,876 | 66 | 104 | 54 | 0.1% |
| Q1 2020 | 241 | $1.7B | 71,597,289 | 31 | 66 | 76 | 0.1% |
| Q4 2019 | 282 | $2.8B | 73,411,905 | 34 | 77 | 81 | 0.1% |
| Q3 2019 | 265 | $2.7B | 71,384,218 | 21 | 82 | 84 | 0.0% |
| Q2 2019 | 270 | $2.7B | 72,503,948 | 26 | 58 | 104 | 0.0% |
| Q1 2019 | 266 | $2.7B | 75,680,970 | 29 | 75 | 86 | 0.0% |
| Q4 2018 | 253 | $2.3B | 74,742,411 | 2 | 4 | 6 | 0.1% |