United Bankshares Inc
UBSI- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000729986
In the last 90 days, United Bankshares Inc insiders filed 0 open-market purchases and 1 sale; 451 institutions reported holding it in 13F filings for Q2 2026, worth $4.73B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in United Bankshares Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 280
- +3 vs. Q1 2021
- Shares held
- 86.6M
- +2.34M (+2.8%) vs. Q1 2021
- Total value
- $3.16B
- −$88.8M (−2.7%) vs. Q1 2021
- New holders
- 28
- 101 more added
- Sold out
- 25
- 88 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UBSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 451 | $4.73B |
| Q1 2026 | 420 | $4.15B |
| Q4 2025 | 395 | $3.82B |
| Q3 2025 | 371 | $3.68B |
| Q2 2025 | 365 | $3.75B |
| Q1 2025 | 378 | $3.46B |
| Q4 2024 | 347 | $3.75B |
| Q3 2024 | 336 | $3.57B |
| Q2 2024 | 305 | $3.13B |
| Q1 2024 | 316 | $3.43B |
| Q4 2023 | 310 | $3.60B |
| Q3 2023 | 309 | $2.56B |
| Q2 2023 | 298 | $2.91B |
| Q1 2023 | 311 | $3.36B |
| Q4 2022 | 326 | $3.82B |
| Q3 2022 | 314 | $3.35B |
| Q2 2022 | 296 | $3.31B |
| Q1 2022 | 306 | $3.24B |
| Q4 2021 | 301 | $3.26B |
| Q3 2021 | 295 | $3.21B |
| Q2 2021 | 280 | $3.16B |
| Q1 2021 | 278 | $3.25B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 16 | $1.00K | 0.00% | −10−38.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Simplex Trading, LLC | 48 | $1.00K | 0.00% | +48 | New |
| Financial Management Professionals, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Caldwell Trust Co | 44 | $1.61K | 0.00% | +44 | New |
| West Paces Advisors Inc. | 51 | $1.86K | 0.00% | +51 | New |
| Glassman Wealth Services | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $2.00K | 0.00% | +1+2.0% | Added |
| Lindbrook Capital, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 48 | $2.00K | 0.00% | +48 | New |
| Proequities, Inc. | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 90 | $3.00K | 0.00% | +24+36.4% | Added |
| Meeder Asset Management Inc | 70 | $3.00K | 0.00% | +46+191.7% | Added |
| JCSD Capital, LLC | 100 | $4.00K | 0.00% | −33,900−99.7% | Reduced |
| Savior LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 149 | $5.00K | 0.00% | −500−77.0% | Reduced |
| Macroview Investment Management LLC | 149 | $5.00K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 149 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 160 | $6.00K | 0.00% | +85+113.3% | Added |
| Private Capital Group, LLC | 185 | $7.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 225 | $8.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 247 | $9.00K | 0.00% | −140−36.2% | Reduced |
| Key Financial Inc | 250 | $9.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 246 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 282 | $10.0K | 0.00% | +282 | New |
| Liberty Wealth Management LLC | 288 | $11.0K | 0.00% | +3+1.1% | Added |
| MV Capital Management, Inc. | 340 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 323 | $12.0K | 0.00% | +4+1.3% | Added |
| Signaturefd, LLC | 390 | $14.0K | 0.00% | +273+233.3% | Added |
| Harbour Investments, Inc. | 408 | $15.0K | 0.00% | +4+1.0% | Added |
| Parallel Advisors, LLC | 406 | $15.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 442 | $16.0K | 0.00% | −123−21.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 505 | $18.0K | 0.00% | +505 | New |
| Sageworth Trust Co | 525 | $19.0K | 0.00% | +525 | New |
| Fifth Third Bancorp | 582 | $21.0K | 0.00% | −1,200−67.3% | Reduced |
| Carroll Financial Associates, Inc. | 615 | $22.0K | 0.00% | −401−39.5% | Reduced |
| Dark Forest Capital Management LP | 668 | $24.0K | 0.01% | +668 | New |
| Beck Bode, LLC | 808 | $29.0K | 0.01% | +808 | New |
| Newbridge Financial Services Group, Inc. | 827 | $30.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 900 | $33.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 909 | $33.0K | 0.01% | +6+0.7% | Added |
| FORA Capital, LLC | 908 | $33.0K | 0.01% | +908 | New |
| First Horizon Advisors, Inc. | 1,047 | $37.0K | 0.00% | +7+0.7% | Added |
| Aspire Private Capital, LLC | 1,131 | $41.0K | 0.01% | +967+589.6% | Added |
| CoreFirst Bank & Trust | 1,200 | $44.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,494 | $55.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,538 | $56.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,600 | $58.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,597 | $58.0K | 0.00% | +104+7.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,600 | $59.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,887 | $69.0K | 0.00% | +1,887 | New |
| Anchor Investment Management, LLC | 2,000 | $73.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,413 | $88.0K | 0.03% | +2,413 | New |
| First Bank & Trust | 2,597 | $95.0K | 0.05% | +313+13.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,701 | $99.0K | 0.00% | −1,127−29.4% | Reduced |
| Macquarie Group Ltd | 3,269 | $119.0K | 0.00% | −427−11.6% | Reduced |
| First Command Bank | 3,536 | $129.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,536 | $129.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,541 | $129.0K | 0.01% | +3,541 | New |
| Ci Investments Inc. | 3,549 | $130.0K | 0.00% | +1,353+61.6% | Added |
| Rockefeller Capital Management L.P. | 3,659 | $133.0K | 0.00% | +233+6.8% | Added |
| Public Employees Retirement System of Ohio | 3,775 | $138.0K | 0.00% | +214+6.0% | Added |
| Harbor Investment Advisory, LLC | 4,050 | $148.0K | 0.02% | +4,050 | New |
| Vectors Research Management, LLC | 5,118 | $187.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,402 | $197.0K | 0.01% | −1,356−20.1% | Reduced |
| Cetera Advisors LLC | 5,628 | $205.0K | 0.00% | +102+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 5,958 | $217.0K | 0.00% | +367+6.6% | Added |
| Zeke Capital Advisors, LLC | 6,215 | $227.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,451 | $235.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 6,486 | $237.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 6,634 | $242.0K | 0.01% | +517+8.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,705 | $245.0K | 0.04% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 6,898 | $252.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,901 | $254.0K | 0.01% | −67−1.0% | Reduced |
| Shell Asset Management Co | 7,149 | $261.0K | 0.01% | −7,512−51.2% | Reduced |
| Stifel Financial Corp | 7,308 | $266.0K | 0.00% | −494−6.3% | Reduced |
| Aureus Asset Management, LLC | 7,415 | $271.0K | 0.02% | +7,415 | New |
| HighTower Advisors, LLC | 7,538 | $278.0K | 0.00% | −11−0.1% | Reduced |
| Acadian Asset Management LLC | 7,752 | $283.0K | 0.00% | +1,998+34.7% | Added |
| Belpointe Asset Management LLC | 8,057 | $294.0K | 0.02% | +174+2.2% | Added |
| Davenport & Co LLC | 8,150 | $297.0K | 0.00% | +5+0.1% | Added |
| Pictet Asset Management Ltd | 8,330 | $304.0K | 0.00% | −1,500−15.3% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 8,451 | $308.0K | 0.06% | 00.0% | Unchanged |
| Doyle Wealth Management | 8,468 | $309.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,454 | $309.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,613 | $317.0K | 0.00% | +113+1.3% | Added |
| Teton Advisors, Inc. | 8,701 | $318.0K | 0.04% | 00.0% | Unchanged |
| Peoples Bank | 8,768 | $320.0K | 0.17% | −619−6.6% | Reduced |
| Versor Investments LP | 8,800 | $321.0K | 0.01% | +8,800 | New |
| Advisor OS, LLC | 8,838 | $323.0K | 0.07% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 9,000 | $329.0K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 9,404 | $343.0K | 0.10% | +2,534+36.9% | Added |
| Valeo Financial Advisors, LLC | 9,450 | $345.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,617 | $351.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,857 | $360.0K | 0.01% | −61−0.6% | Reduced |
| Connable Office Inc | 9,902 | $361.0K | 0.05% | −2,589−20.7% | Reduced |
| Arkadios Wealth Advisors | 9,985 | $364.0K | 0.04% | +435+4.6% | Added |
| AQR Capital Management LLC | 10,131 | $370.0K | 0.00% | −14,762−59.3% | Reduced |