UBSI · United Bankshares Inc · Shareholders & Ownership
$48.69
-0.23 (-0.47%)
At close · Oct 27
Return incl. dividend (before tax)
Market Cap
$6.64B
Shares
136.21M
Volume · Oct 27
180.87K
Avg daily vol (3M)
938.27K
Every disclosed holder of UBSI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns UBSI
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 103,048,358 | 75.65% |
| Insiders (Forms 3, 4, 5) | 3,334,759 | 2.45% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 29,829,454 | 21.90% |
| Registered funds (N-PORT, not summed) | 57,206,153 | 42.00% |
Shares outstanding: 136,212,571, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of UBSI
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,187,911 | ||
| 1.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
4,696,980 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
3,474,009 | ||
| 1.3 |
iShares Select Dividend ETF
Fund
S000004334 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
2,952,437 | ||
| 1.4 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,209,031 | ||
| 1.5 |
iShares S&P Mid-Cap 400 Value ETF
Fund
S000004309 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
689,817 | ||
| 2 |
|
8,640,931 | ||
| 2.1 |
State Street(R) SPDR(R) S&P(R) Dividend ETF
Fund
S000006981 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
1,363,022 | ||
| 2.2 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
1,334,999 | ||
| 2.3 |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
Fund
S000006986 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
695,872 | ||
| 2.4 |
State Street(R) SPDR(R) S&P(R) Bank ETF
Fund
S000006977 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
307,567 | ||
| 2.5 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
Fund
S000006988 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
211,903 | ||
| 3 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,691,387 | ||
| 3.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
1,812,146 | ||
| 3.2 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
994,350 | ||
| 3.3 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
829,132 | ||
| 3.4 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
737,457 | ||
| 3.5 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
642,869 | ||
| 4 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,280,922 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,246,820 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
4,369,399 | ||
| 7 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,108,797 | ||
| 8 |
EARNEST PARTNERS LLC
13F
CIK 1102578 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,970,649 | ||
| 9 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,158,273 | ||
| 10 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,947,138 | ||
| 10.1 |
Victory Sycamore Small Company Opportunity Fund
Fund
S000000800 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
|
1,650,000 | ||
| 10.2 |
VictoryShares US Small Mid Cap Value Momentum ETF
Fund
S000065161 · Registered fund · Jun 30, 2026
Victory Portfolios II, not summed
|
208,080 | ||
| 10.3 |
Victory Market Neutral Income Fund
Fund
S000037769 · Registered fund · Jun 30, 2026
Victory Portfolios II, not summed
|
204,111 | ||
| 10.4 |
Victory RS Partners Fund
Fund
S000053561 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
|
191,450 | ||
| 10.5 |
VictoryShares US Small Cap High Div Volatility Wtd ETF
Fund
S000049908 · Registered fund · Jun 30, 2026
Victory Portfolios II, not summed
|
70,413 | ||
| 11 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,289,566 | ||
| 11.1 |
AQR Style Premia Alternative Fund
Fund
S000042050 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
110,513 | ||
| 11.2 |
AQR Long-Short Equity Fund
Fund
S000041116 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
87,716 | ||
| 11.3 |
AQR Alternative Risk Premia Fund
Fund
S000058563 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
30,956 | ||
| 12 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,001,909 | ||
| 13 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,707,953 | ||
| 13.1 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
89,349 | ||
| 13.2 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
70,699 | ||
| 13.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
28,180 | ||
| 13.4 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
15,246 | ||
| 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,666,761 | ||
| 14.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
654,150 | ||
| 14.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
349,804 | ||
| 14.3 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
340,494 | ||
| 14.4 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
91,118 | ||
| 14.5 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
84,102 | ||
| 15 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,573,566 | ||
| 16 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,571,131 | ||
| 17 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,569,063 | ||
| 17.1 |
Goldman Sachs Small Cap Value Insights Fund
Fund
S000014929 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
163,044 | ||
| 17.2 |
Goldman Sachs Small Cap Equity Insights Fund
Fund
S000009329 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
76,026 | ||
| 17.3 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
24,805 | ||
| 17.4 |
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund
Fund
S000009355 · Registered fund · Jun 30, 2026
Goldman Sachs Variable Insurance Trust, not summed
|
22,310 | ||
| 17.5 |
Multi-Manager U.S. Small Cap Equity Fund
Fund
S000051363 · Registered fund · Apr 30, 2026
Goldman Sachs Trust II, not summed
|
19,175 | ||
| 18 |
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
CIK 1232395 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,556,944 | ||
| 19 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,495,680 | ||
| 19.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
52 | ||
| 20 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,413,963 | ||
| 21 |
Fisher Asset Management, LLC
13F
CIK 850529 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,395,828 | ||
| 22 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,330,314 | ||
| 22.1 |
BNY Mellon US Small Cap Core Equity ETF
Fund
S000067262 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
4,976 | ||
| 23 |
FULLER & THALER ASSET MANAGEMENT, INC.
13F
CIK 1082327 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,274,340 | ||
| 24 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
13F
CIK 1021642 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,139,377 | ||
| 25 |
State Street SPDR S&P MidCap 400SM ETF Trust
Fund
· Registered fund · Jun 30, 2026
SPDR S&P MIDCAP 400 ETF TRUST, not summed
|
1,057,759 | ||
| 26 |
Undiscovered Managers Behavioral Value Fund
Fund
S000004186 · Registered fund · Jun 30, 2026
UNDISCOVERED MANAGERS FUNDS, not summed
|
1,038,927 | ||
| 27 |
|
1,003,227 | ||
| 28 |
BNP PARIBAS ASSET MANAGEMENT Holding S.A.
13F
CIK 1520354 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
982,827 | ||
| 29 |
Harbor Small Cap Value Fund
Fund
S000000689 · Registered fund · Jul 31, 2026
HARBOR FUNDS, not summed
|
961,391 | ||
| 30 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
915,916 | ||
| 31 |
ProShare Advisors LLC
13F
CIK 1357955 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
775,548 | ||
| 31.1 |
ProShares S&P MidCap 400 Dividend Aristocrats ETF
Fund
S000047884 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
604,190 | ||
| 31.2 |
ProShares Russell 2000 Dividend Growers ETF
Fund
S000047885 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
155,592 | ||
| 31.3 |
ProShares Russell 2000 High Income ETF
Fund
S000087688 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
6,585 | ||
| 31.4 |
ProShares UltraPro Russell2000
Fund
S000024921 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
5,211 | ||
| 31.5 |
ProShares Ultra Russell2000
Fund
S000014248 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
5,150 | ||
| 32 |
|
775,089 | ||
| 32.1 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
182,311 | ||
| 32.2 |
Nuveen Quant Small Cap Equity Fund
Fund
S000005386 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
163,013 | ||
| 32.3 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
138,131 | ||
| 32.4 |
Nuveen Quant Small/Mid Cap Equity Fund
Fund
S000054623 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
123,340 | ||
| 32.5 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
100,000 | ||
| 33 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
718,674 | ||
| 34 |
|
713,131 | ||
| 35 |
NEW YORK STATE COMMON RETIREMENT FUND
13F
CIK 810265 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
651,485 | ||
| 36 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
582,136 | ||
| 36.1 |
Invesco S&P MidCap Low Volatility ETF
Fund
S000030966 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
180,392 | ||
| 36.2 |
Invesco S&P MidCap Value with Momentum ETF
Fund
S000003057 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
132,282 | ||
| 36.3 |
Invesco S&P Midcap 400 Pure Value ETF
Fund
S000060796 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
45,209 | ||
| 36.4 |
Invesco RAFI US 1000 ETF
Fund
S000011995 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
38,849 | ||
| 36.5 |
Invesco S&P MidCap 400 Revenue ETF
Fund
S000064595 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
21,709 | ||
| 37 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
571,327 | ||
| 37.1 |
First Trust Morningstar Dividend Leaders Index Fund
Fund
S000010976 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
220,270 | ||
| 37.2 |
First Trust Mid Cap Core AlphaDEX Fund
Fund
S000017338 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
67,424 | ||
| 37.3 |
First Trust Nasdaq Bank ETF
Fund
S000053942 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund VI, not summed
|
56,412 | ||
| 37.4 |
First Trust NASDAQ ABA Community Bank Index Fund
Fund
S000026211 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
48,573 | ||
| 37.5 |
First Trust Mid Cap Value AlphaDEX Fund
Fund
S000031805 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
14,140 | ||
| 38 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
570,880 | ||
| 39 |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
Fund
S000014011 · Registered fund · Jul 31, 2026
VANGUARD WHITEHALL FUNDS, not summed
|
548,267 | ||
| 40 |
|
496,458 | ||
| 41 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
492,575 | ||
| 42 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
477,973 | ||
| 43 |
RHUMBLINE ADVISERS
13F
CIK 1115418 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
443,300 | ||
| 44 |
|
438,261 | ||
| 45 |
|
416,834 | ||
| 46 |
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
CIK 1085936 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
416,064 | ||
| 47 |
Bridge Builder Small/Mid Cap Value Fund
Fund
S000048337 · Registered fund · Jun 30, 2026
Bridge Builder Trust, not summed
|
416,023 | ||
| 48 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
382,573 | ||
| 48.1 |
Columbia Mid Cap Index Fund
Fund
S000010826 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST, not summed
|
99,677 | ||
| 48.2 |
Columbia Research Enhanced Small Cap ETF
Fund
S000095313 · Registered fund · Jun 30, 2026
Columbia ETF Trust I, not summed
|
247 | ||
| 49 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
366,384 | ||
| 49.1 |
SIIT EXTENDED MARKET INDEX FUND
Fund
S000035814 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
20,456 | ||
| 50 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
351,935 |
60 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
729986
CUSIP
909907107
13F (30d)
107 filings
105 filers
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