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 |
|---|---|---|---|---|---|
| Aureus Asset Management, LLC | 7,415 | $271.0K | 0.02% | +7,415 | New |
| Stifel Financial Corp | 7,308 | $266.0K | 0.00% | −494−6.3% | Reduced |
| Shell Asset Management Co | 7,149 | $261.0K | 0.01% | −7,512−51.2% | Reduced |
| Lido Advisors, LLC | 6,901 | $254.0K | 0.01% | −67−1.0% | Reduced |
| Lenox Wealth Advisors, LLC | 6,898 | $252.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 6,705 | $245.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 6,634 | $242.0K | 0.01% | +517+8.5% | Added |
| Evermay Wealth Management LLC | 6,486 | $237.0K | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,451 | $235.0K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 6,215 | $227.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,958 | $217.0K | 0.00% | +367+6.6% | Added |
| Cetera Advisors LLC | 5,628 | $205.0K | 0.00% | +102+1.8% | Added |
| Geneos Wealth Management Inc. | 5,402 | $197.0K | 0.01% | −1,356−20.1% | Reduced |
| Vectors Research Management, LLC | 5,118 | $187.0K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,050 | $148.0K | 0.02% | +4,050 | New |
| Public Employees Retirement System of Ohio | 3,775 | $138.0K | 0.00% | +214+6.0% | Added |
| Rockefeller Capital Management L.P. | 3,659 | $133.0K | 0.00% | +233+6.8% | Added |
| Ci Investments Inc. | 3,549 | $130.0K | 0.00% | +1,353+61.6% | Added |
| 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 |
| Macquarie Group Ltd | 3,269 | $119.0K | 0.00% | −427−11.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,701 | $99.0K | 0.00% | −1,127−29.4% | Reduced |
| First Bank & Trust | 2,597 | $95.0K | 0.05% | +313+13.7% | Added |
| Heritage Wealth Management, LLC | 2,413 | $88.0K | 0.03% | +2,413 | New |
| Anchor Investment Management, LLC | 2,000 | $73.0K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 1,887 | $69.0K | 0.00% | +1,887 | New |
| Bartlett & Co. Wealth Management LLC | 1,600 | $59.0K | 0.00% | 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 |
| Harvest Fund Management Co., Ltd | 1,538 | $56.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,494 | $55.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,200 | $44.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,131 | $41.0K | 0.01% | +967+589.6% | Added |
| First Horizon Advisors, Inc. | 1,047 | $37.0K | 0.00% | +7+0.7% | Added |
| 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 |
| Newbridge Financial Services Group, Inc. | 827 | $30.0K | 0.02% | 00.0% | Unchanged |
| Beck Bode, LLC | 808 | $29.0K | 0.01% | +808 | New |
| Dark Forest Capital Management LP | 668 | $24.0K | 0.01% | +668 | New |
| Carroll Financial Associates, Inc. | 615 | $22.0K | 0.00% | −401−39.5% | Reduced |
| Fifth Third Bancorp | 582 | $21.0K | 0.00% | −1,200−67.3% | Reduced |
| Sageworth Trust Co | 525 | $19.0K | 0.00% | +525 | New |
| Cullen/Frost Bankers, Inc. | 505 | $18.0K | 0.00% | +505 | New |
| FMR LLC | 442 | $16.0K | 0.00% | −123−21.8% | Reduced |
| Harbour Investments, Inc. | 408 | $15.0K | 0.00% | +4+1.0% | Added |
| Parallel Advisors, LLC | 406 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 390 | $14.0K | 0.00% | +273+233.3% | 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 |
| Liberty Wealth Management LLC | 288 | $11.0K | 0.00% | +3+1.1% | Added |
| Strategic Blueprint, LLC | 282 | $10.0K | 0.00% | +282 | New |
| 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 |
| D'Orazio & Associates, Inc. | 225 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 185 | $7.00K | 0.00% | 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 |
| 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 |
| JCSD Capital, LLC | 100 | $4.00K | 0.00% | −33,900−99.7% | Reduced |
| Savior LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| West Paces Advisors Inc. | 51 | $1.86K | 0.00% | +51 | New |
| Caldwell Trust Co | 44 | $1.61K | 0.00% | +44 | New |
| 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 |
| Sofos Investments, Inc. | 1 | – | – | +1 | New |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −175,100−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −36,468−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −31,435−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −29,791−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −22,386−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −19,309−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −13,849−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,012−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −8,368−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,763−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −6,161−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,481−100.0% | Sold out |
| Tolleson Wealth Management, Inc. | 0 | $0 | 0.00% | −5,327−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −5,268−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −691−100.0% | Sold out |