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, Q3 2021
Institutional positions in United Bankshares Inc as of Sep 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
- 295
- +17 vs. Q2 2021
- Shares held
- 88.1M
- +1.62M (+1.9%) vs. Q2 2021
- Total value
- $3.21B
- +$45.9M (+1.5%) vs. Q2 2021
- New holders
- 37
- 94 more added
- Sold out
- 20
- 101 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davenport & Co LLC | 8,388 | $305.0K | 0.00% | +238+2.9% | Added |
| Pictet Asset Management SA | 8,330 | $303.0K | 0.00% | +8,330 | New |
| Wellington Management Group LLP | 8,219 | $299.0K | 0.00% | +8,219 | New |
| Belpointe Asset Management LLC | 7,983 | $291.0K | 0.02% | −74−0.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 7,772 | $283.0K | 0.00% | −1,228−13.6% | Reduced |
| Man Group plc | 7,708 | $280.0K | 0.00% | −26,076−77.2% | Reduced |
| Mackenzie Financial Corp | 7,435 | $270.0K | 0.00% | +7,435 | New |
| Ontario Teachers Pension Plan Board | 7,190 | $262.0K | 0.00% | +7,190 | New |
| CWM Advisors, LLC | 6,930 | $252.0K | 0.03% | −10,296−59.8% | Reduced |
| Lido Advisors, LLC | 6,917 | $251.0K | 0.01% | +16+0.2% | Added |
| Lenox Wealth Advisors, LLC | 6,898 | $251.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,849 | $249.0K | 0.01% | −300−4.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,638 | $241.0K | 0.04% | −67−1.0% | Reduced |
| Shelton Capital Management | 6,634 | $241.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 6,486 | $236.0K | 0.05% | 00.0% | Unchanged |
| Cetera Advisors LLC | 6,494 | $236.0K | 0.00% | +866+15.4% | Added |
| Aptus Capital Advisors, LLC | 6,273 | $230.0K | 0.01% | +6,273 | New |
| Tower Research Capital LLC (TRC) | 6,275 | $228.0K | 0.01% | −21,420−77.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,601 | $204.0K | 0.00% | −357−6.0% | Reduced |
| Klingman & Associates, LLC | 5,587 | $203.0K | 0.02% | +5,587 | New |
| Zeke Capital Advisors, LLC | 5,527 | $201.0K | 0.01% | −688−11.1% | Reduced |
| Geneos Wealth Management Inc. | 5,184 | $190.0K | 0.01% | −218−4.0% | Reduced |
| Vectors Research Management, LLC | 5,118 | $186.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,050 | $147.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,976 | $145.0K | 0.00% | +201+5.3% | Added |
| Ci Investments Inc. | 3,716 | $135.0K | 0.00% | +167+4.7% | Added |
| Rockefeller Capital Management L.P. | 3,661 | $133.0K | 0.00% | +2+0.1% | Added |
| First Command Bank | 3,536 | $129.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,536 | $129.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,269 | $119.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,839 | $103.0K | 0.04% | +426+17.7% | Added |
| First Bank & Trust | 2,718 | $99.0K | 0.05% | +121+4.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,701 | $98.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,000 | $72.8K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 1,668 | $61.0K | 0.00% | −219−11.6% | Reduced |
| PSI Advisors, LLC | 1,638 | $60.0K | 0.03% | +1,638 | New |
| Bartlett & Co. Wealth Management LLC | 1,600 | $58.8K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,590 | $58.0K | 0.00% | −7−0.4% | Reduced |
| Bartlett & Co. LLC | 1,600 | $58.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,538 | $55.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $55.0K | 0.02% | +1,501 | New |
| Concord Wealth Partners | 1,494 | $54.0K | 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% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,068 | $38.0K | 0.00% | +21+2.0% | Added |
| Creative Financial Designs Inc | 900 | $33.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 908 | $33.0K | 0.00% | +908 | New |
| O'Shaughnessy Asset Management, LLC | 651 | $24.0K | 0.00% | +624+2,311.1% | Added |
| Liberty Wealth Management LLC | 580 | $22.0K | 0.01% | +292+101.4% | Added |
| Sageworth Trust Co | 525 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 516 | $19.0K | 0.00% | +193+59.8% | Added |
| Quadrant Capital Group LLC | 512 | $19.0K | 0.00% | +352+220.0% | Added |
| Cullen/Frost Bankers, Inc. | 505 | $18.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 501 | $18.0K | 0.00% | +501 | New |
| FMR LLC | 442 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 434 | $16.0K | 0.00% | +28+6.9% | Added |
| Signaturefd, LLC | 448 | $16.0K | 0.00% | +58+14.9% | Added |
| Fifth Third Bancorp | 423 | $15.0K | 0.00% | −159−27.3% | Reduced |
| Harbour Investments, Inc. | 404 | $15.0K | 0.00% | −4−1.0% | Reduced |
| Dark Forest Capital Management LP | 367 | $13.0K | 0.00% | −301−45.1% | Reduced |
| Carroll Financial Associates, Inc. | 369 | $13.0K | 0.00% | −246−40.0% | Reduced |
| O'Dell Group, LLC | 362 | $13.0K | 0.00% | +362 | New |
| MV Capital Management, Inc. | 340 | $12.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 312 | $11.0K | 0.00% | +65+26.3% | Added |
| Arkadios Wealth Advisors | 300 | $10.0K | 0.00% | −9,685−97.0% | Reduced |
| Massmutual Trust Co FSB | 263 | $10.0K | 0.00% | +263 | New |
| FinTrust Capital Advisors, LLC | 246 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 250 | $9.00K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 225 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 222 | $8.00K | 0.00% | +222 | New |
| Proequities, Inc. | 185 | $7.00K | 0.00% | +107+137.2% | Added |
| Meeder Asset Management Inc | 196 | $7.00K | 0.00% | +126+180.0% | Added |
| Antonetti Capital Management LLC | 200 | $7.00K | 0.01% | +200 | New |
| IFP Advisors, Inc | 149 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 139 | $5.00K | 0.00% | −46−24.9% | Reduced |
| Macroview Investment Management LLC | 149 | $5.00K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 149 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 120 | $4.00K | 0.00% | +76+172.7% | Added |
| Robinson Value Management, Ltd. | 100 | $4.00K | 0.00% | +100 | New |
| Neo Ivy Capital Management | 128 | $4.00K | 0.00% | +128 | New |
| Bogart Wealth, LLC | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 70 | $3.00K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 77 | $3.00K | 0.00% | +77 | New |
| Johnson Financial Group, Inc. | 48 | $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% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 55 | $2.00K | 0.00% | +55 | New |
| Caldwell Trust Co | 44 | $1.60K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $1.00K | 0.00% | −47−71.2% | Reduced |
| Simplex Trading, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Fieldpoint Private Securities, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Allworth Financial LP | 5 | $0 | 0.00% | +5 | New |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −39,082−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −28,406−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −24,898−100.0% | Sold out |
| Fort Pitt Capital Group, LLC | 0 | $0 | 0.00% | −13,220−100.0% | Sold out |