United Bankshares (UBSI)

United Brokerage Services, Inc. • United Real Estate Property Services, Inc. • United Venture Fund, Inc. • United Title Company • NVA Properties, LLC • NVA Residential, LLC • NVA Commercial, LLC • George Mason Mortgage, LLC • Crescent Mortgage Company • GMBS Capital Management Co. ...

IRS number

550641179

UBSI stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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8 Nov 24

United Bankshares, Inc. Announces Earnings

24 Oct 24

8-K

United Bankshares, Inc. Elects Dr. Sara DuMond to its Board of Directors

9 Aug 24

Business combination disclosure

25 Jul 24

8-K

United Bankshares, Inc. Announces Earnings

25 Jul 24

EFFECT

Notice of effectiveness

22 Jul 24

424B3

Prospectus supplement

19 Jul 24

S-4/A

Registration of securities issued in business combination transactions (amended)

17 Jul 24

Latest ownership filings

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William Mark Tatterson

8 Nov 24

JAMES J CONSAGRA JR

8 Nov 24

Financial summary

Financial statements Chart UBSI financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

UBSI institutional ownership history Ownership history

70.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	332	305	+8.9%
Opened positions	51	34	+50.0%
Closed positions	24	37	-35.1%
Increased positions	109	106	+2.8%
Reduced positions	101	105	-3.8%

13F shares	Current	Prev Q	Change
Total value	3.36 tn	3.00 tn	+12.0%
Total shares	94.86 mm	96.54 mm	-1.7%
Total puts	24.70 k	37.20 k	-33.6%
Total calls	128.50 k	59.10 k	+117.4%
Total put/call ratio	0.2	0.6	-69.5%

Largest owners	Shares	Value	Change
BlackRock	19.58 mm	$726.59 bn	NEW
Vanguard	14.19 mm	$526.63 bn	+0.5%
Dimensional Fund Advisors	7.93 mm	$294.13 bn	+0.3%
STT State Street	7.69 mm	$288.08 bn	-4.6%
Earnest Partners	4.17 mm	$154.68 bn	-2.0%
Victory Capital Management	4.00 mm	$148.30 bn	+0.4%
Geode Capital Management	3.31 mm	$122.69 bn	+1.7%
Silvercrest Asset Management	2.45 mm	$91.06 bn	+13.5%
Charles Schwab Investment Management	1.67 mm	$62.07 bn	+5.3%
NTRS Northern Trust	1.56 mm	$57.90 bn	+0.8%

Largest transactions	Shares	Bought/sold	Change
BlackRock	19.58 mm	+19.58 mm	NEW
BLK BlackRock	0.00	-19.35 mm	EXIT
Norges Bank	0.00	-1.21 mm	EXIT
ProShare Advisors	1.08 mm	-1.12 mm	-51.0%
GS The Goldman Sachs Group, Inc.	1.03 mm	+558.63 k	+118.0%
Citadel Advisors	40.44 k	-536.92 k	-93.0%
STT State Street	7.69 mm	-374.26 k	-4.6%
Silvercrest Asset Management	2.45 mm	+292.69 k	+13.5%
BK The Bank of New York Mellon Corporation	1.41 mm	-254.57 k	-15.3%
Vaughan Nelson Investment Management	1.56 mm	+223.15 k	+16.7%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

UBSI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
26 Nov 24	J Paul Mcnamara	Common Stock	Sell	Dispose S	No	No	42.8586	2,500	107.15 k	63,408.913
12 Nov 24	P Clinton Winter	Phantom Stock Common Stock	Buy	Acquire P	No	No	43.0059	760	32.68 k	49,758
7 Nov 24	Anna J Schultheis	Common Stock	Payment of exercise	Dispose F	No	No	42.59	1,160	49.40 k	8,821.706
7 Nov 24	Anna J Schultheis	Common Stock	Option exercise	Acquire M	No	No	36.92	1,250	46.15 k	9,981.706
7 Nov 24	Anna J Schultheis	Stock Option Common Stock	Option exercise	Dispose M	No	No	42.59	1,250	53.24 k	0
7 Nov 24	Ross M Draber	Common Stock	Payment of exercise	Dispose F	No	No	42.59	1,391	59.24 k	19,275.682
7 Nov 24	Ross M Draber	Common Stock	Option exercise	Acquire M	No	No	36.92	1,500	55.38 k	20,666.682
7 Nov 24	Ross M Draber	Stock Option Common Stock	Option exercise	Dispose M	No	No	42.59	1,500	63.89 k	0
7 Nov 24	Michael Proctor	Common Stock	Payment of exercise	Dispose F	No	No	42.59	1,391	59.24 k	8,455.358
7 Nov 24	Michael Proctor	Common Stock	Option exercise	Acquire M	No	No	36.92	1,500	55.38 k	9,846.358