DaveManuel.com · Institutional Ownership · Who Owns It
UNITED BANKSHARES INC WEST V (UBSI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
455
Reporting holders
$4.7B
Reported value
75.7%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+31
Holder change
Institutions report 103,164,404 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 incl. $2.5M options CALL+PUT | 477,973 | 0.00% | 29q | -25.8%-$8.5M |
| WELLS FARGO & COMPANY/MN | $22.6M | 492,575 | 0.00% | 31q | +15.1%+$3.0M |
| 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 | -6.7%-$1.3M |
| 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 |
| NATIXIS ADVISORS, LLC | $10.4M | 227,037 | 0.01% | 31q | +34.3%+$2.7M |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $8.7M | 190,478 | 0.00% | 31q | +16.0%+$1.2M |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7.4M | 161,335 | 0.01% | 31q | +3.7%+$260.9K |
| 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 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $6.4M | 140,034 | 0.01% | 31q | +10.4%+$606.5K |
| 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 |
| ANCHOR CAPITAL ADVISORS LLC | $4.7M | 102,840 | 0.07% | 31q | +93.8%+$2.3M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $4.0M | 87,241 | 0.00% | 31q | +87.4%+$1.9M |
| EP Wealth Advisors, LLC | $4.0M | 86,817 | 0.02% | 19q | +1.4%+$53.9K |
| CANADA LIFE ASSURANCE Co | $4.0M | 86,301 | 0.01% | 27q | -0.5%-$21.1K |
| 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 |
| 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 |
Showing the largest 100 of 455 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-01 | NESSELROAD MARK R | Director | Sold | 3,200 | $148.5K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 135 | $125.4M | 2,730,184 | 14 | 31 | 27 | 0.0% |
| Q2 2026 | 455 | $4.7B | 103,164,404 | 62 | 140 | 112 | 0.1% |
| Q1 2026 | 424 | $4.2B | 100,242,181 | 58 | 143 | 111 | 0.1% |
| Q4 2025 | 397 | $3.9B | 100,882,267 | 48 | 111 | 127 | 0.1% |
| Q3 2025 | 376 | $3.7B | 99,550,061 | 39 | 108 | 114 | 0.2% |
| Q2 2025 | 368 | $3.8B | 103,027,280 | 34 | 136 | 95 | 0.2% |
| Q1 2025 | 381 | $3.5B | 99,794,639 | 59 | 122 | 92 | 0.1% |
| Q4 2024 | 350 | $3.8B | 99,836,940 | 32 | 109 | 100 | 0.1% |
| Q3 2024 | 340 | $3.6B | 96,852,372 | 47 | 91 | 103 | 0.2% |
| Q2 2024 | 307 | $3.2B | 97,075,338 | 23 | 97 | 100 | 0.1% |
| Q1 2024 | 320 | $3.5B | 98,064,969 | 31 | 83 | 104 | 0.2% |
| Q4 2023 | 313 | $3.7B | 97,366,255 | 39 | 94 | 86 | 0.2% |
| Q3 2023 | 311 | $2.6B | 92,637,762 | 37 | 95 | 102 | 0.1% |
| Q2 2023 | 299 | $2.9B | 97,673,486 | 27 | 81 | 100 | 0.2% |
| Q1 2023 | 313 | $3.4B | 95,392,945 | 21 | 101 | 101 | 0.1% |
| Q4 2022 | 329 | $3.8B | 94,261,230 | 33 | 99 | 103 | 0.1% |
| Q3 2022 | 307 | $4.1B | 114,094,311 | 44 | 76 | 99 | 0.1% |
| Q2 2022 | 288 | $4.0B | 113,676,221 | 26 | 89 | 91 | 0.1% |
| Q1 2022 | 299 | $3.6B | 102,719,575 | 35 | 84 | 91 | 0.1% |
| Q4 2021 | 297 | $5.3B | 147,028,157 | 32 | 98 | 74 | 0.1% |
| Q3 2021 | 290 | $6.6B | 180,120,880 | 32 | 80 | 94 | 0.0% |
| Q2 2021 | 277 | $6.6B | 181,964,942 | 26 | 90 | 81 | 0.0% |
| Q1 2021 | 275 | $6.8B | 175,043,001 | 31 | 58 | 105 | 0.1% |
| Q4 2020 | 268 | $5.7B | 175,855,461 | 50 | 68 | 78 | 0.1% |
| Q3 2020 | 256 | $3.7B | 173,550,387 | 30 | 53 | 99 | 0.1% |
| Q2 2020 | 265 | $4.9B | 178,103,849 | 65 | 101 | 54 | 0.0% |
| Q1 2020 | 239 | $6.1B | 264,190,815 | 31 | 65 | 75 | 0.0% |
| Q4 2019 | 278 | $6.4B | 165,886,040 | 33 | 76 | 80 | 0.0% |
| Q3 2019 | 262 | $6.0B | 159,408,923 | 21 | 80 | 84 | 0.0% |
| Q2 2019 | 267 | $7.7B | 207,920,306 | 26 | 57 | 103 | 0.0% |
| Q1 2019 | 263 | $7.7B | 213,290,542 | 29 | 73 | 85 | 0.0% |
| Q4 2018 | 250 | $5.1B | 163,211,992 | 2 | 4 | 5 | 0.0% |