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, Q4 2022
Institutional positions in United Bankshares Inc as of Dec 31, 2022. 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
- 326
- +17 vs. Q3 2022
- Shares held
- 94.2M
- +1.03M (+1.1%) vs. Q3 2022
- Total value
- $3.82B
- +$481.5M (+14.4%) vs. Q3 2022
- New holders
- 44
- 112 more added
- Sold out
- 27
- 102 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Halpern Financial, Inc. | 9,450 | $382.6K | 0.14% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,420 | $381.4K | 0.00% | +217+2.4% | Added |
| Heritage Wealth Management, LLC | 9,139 | $370.0K | 0.05% | +4,926+116.9% | Added |
| Naples Global Advisors, LLC | 9,050 | $369.7K | 0.05% | −100−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,111 | $368.9K | 0.00% | +1,389+18.0% | Added |
| HighTower Advisors, LLC | 9,022 | $367.0K | 0.00% | +110+1.2% | Added |
| Valeo Financial Advisors, LLC | 9,027 | $365.5K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 8,880 | $359.6K | 0.02% | −1,021−10.3% | Reduced |
| Advisor OS, LLC | 8,838 | $357.9K | 0.10% | 00.0% | Unchanged |
| Pitcairn Co | 8,758 | $354.6K | 0.04% | −247−2.7% | Reduced |
| Jump Financial, LLC | 8,754 | $354.4K | 0.02% | +8,754 | New |
| Strategic Wealth Designers | 9,033 | $351.9K | 0.08% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,571 | $347.7K | 0.01% | −51−0.6% | Reduced |
| Teton Advisors, Inc. | 8,500 | $344.2K | 0.09% | −201−2.3% | Reduced |
| Belpointe Asset Management LLC | 8,153 | $330.1K | 0.02% | −210−2.5% | Reduced |
| Centurion Wealth Management LLC | 8,113 | $328.5K | 0.19% | +8,113 | New |
| Metropolitan Life Insurance Co | 8,068 | $326.7K | 0.01% | +155+2.0% | Added |
| Peoples Bank | 7,777 | $314.9K | 0.20% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,224 | $292.5K | 0.01% | +123+1.7% | Added |
| Salomon & Ludwin, LLC | 7,104 | $287.6K | 0.04% | +90+1.3% | Added |
| Zacks Investment Management | 7,086 | $286.9K | 0.00% | +270+4.0% | Added |
| Cetera Advisors LLC | 6,874 | $278.3K | 0.01% | +720+11.7% | Added |
| Founders Financial Alliance, LLC | 6,855 | $277.6K | 0.13% | +56+0.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,700 | $271.3K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 6,634 | $268.6K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,556 | $265.0K | 0.01% | −11,425−63.5% | Reduced |
| Compass Wealth Management LLC | 6,470 | $262.0K | 0.09% | +6,470 | New |
| Cassaday & Co Wealth Management LLC | 6,456 | $261.4K | 0.01% | +6,456 | New |
| Coldstream Capital Management Inc | 6,378 | $258.2K | 0.01% | +6,378 | New |
| Virtus Investment Advisers, Inc. | 6,299 | $255.0K | 0.17% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 6,165 | $249.6K | 0.02% | +134+2.2% | Added |
| Evermay Wealth Management LLC | 5,989 | $244.0K | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,824 | $235.8K | 0.03% | +23+0.4% | Added |
| Guardian Wealth Advisors, LLC | 5,673 | $231.7K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,673 | $229.7K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,570 | $225.5K | 0.04% | +5,570 | New |
| Accurate Wealth Management, LLC | 5,456 | $218.9K | 0.08% | +5,456 | New |
| Jane Street Group, LLC | 5,332 | $215.9K | 0.00% | −14,784−73.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 5,222 | $211.4K | 0.00% | +5,222 | New |
| HNP Capital LLC | 5,118 | $207.2K | 0.06% | +5,118 | New |
| Vectors Research Management, LLC | 5,118 | $207.0K | 0.05% | +5,118 | New |
| TRUE Private Wealth Advisors | 5,029 | $203.6K | 0.03% | +5,029 | New |
| Level Four Advisory Services, LLC | 5,022 | $203.3K | 0.02% | +5,022 | New |
| Teza Capital Management LLC | 5,017 | $203.1K | 0.04% | +5,017 | New |
| Allspring Global Investments Holdings, LLC | 4,705 | $190.5K | 0.00% | −103−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,652 | $188.4K | 0.01% | +4,652 | New |
| Advisory Services Network, LLC | 4,335 | $175.5K | 0.01% | +4,335 | New |
| Granite FO LLC | 3,991 | $171.2K | 0.13% | +3,991 | New |
| Shell Asset Management Co | 3,956 | $160.0K | 0.01% | −803−16.9% | Reduced |
| PEAK6 Investments LLC | 3,218 | $130.3K | 0.01% | +3,218 | New |
| Wellington Shields Capital Management, LLC | 3,173 | $128.5K | 0.02% | +3,173 | New |
| Wellington Shields & Co., LLC | 3,173 | $128.5K | 0.03% | +3,173 | New |
| FNY Investment Advisers, LLC | 2,900 | $117.0K | 0.17% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,542 | $102.9K | 0.01% | +542+27.1% | Added |
| Point72 Middle East FZE | 2,427 | $98.3K | 0.01% | +2,427 | New |
| Citadel Advisors LLC | 2,392 | $96.9K | 0.00% | −71,893−96.8% | Reduced |
| Covestor Ltd | 2,188 | $89.0K | 0.07% | −5−0.2% | Reduced |
| Kapitalo Investimentos Ltda | 2,182 | $88.3K | 0.07% | +2,182 | New |
| Hazlett, Burt & Watson, Inc. | 2,131 | $86.0K | 0.08% | +17+0.8% | Added |
| Private Trust Co NA | 2,007 | $81.0K | 0.01% | −34−1.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,830 | $74.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,795 | $72.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,710 | $69.0K | 0.00% | −2,840−62.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,600 | $65.4K | 0.00% | −55−3.3% | Reduced |
| Bartlett & Co. LLC | 1,600 | $65.0K | 0.00% | −55−3.3% | Reduced |
| Massmutual Trust Co FSB | 1,549 | $63.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,538 | $62.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $61.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,494 | $60.5K | 0.02% | +1,494 | New |
| Public Employees Retirement System of Ohio | 1,393 | $56.0K | 0.00% | −3,120−69.1% | Reduced |
| Umb Bank N A | 1,252 | $51.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,246 | $50.0K | 0.00% | −284−18.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,318 | $47.0K | 0.00% | +137+11.6% | Added |
| Aspire Private Capital, LLC | 1,131 | $45.8K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,080 | $43.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,067 | $43.2K | 0.00% | +1,067 | New |
| Artemis Wealth Advisors, LLC | 945 | $38.0K | 0.01% | +9+1.0% | Added |
| PSI Advisors, LLC | 851 | $34.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 682 | $27.6K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 680 | $27.5K | 0.00% | +1+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 588 | $23.8K | 0.01% | +588 | New |
| Quadrant Capital Group LLC | 568 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 559 | $22.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 501 | $20.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 391 | $15.8K | 0.00% | −25−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 374 | $15.1K | 0.00% | −1,800−82.8% | Reduced |
| Signaturefd, LLC | 349 | $14.1K | 0.00% | −46−11.6% | Reduced |
| Lindbrook Capital, LLC | 349 | $14.1K | 0.00% | −56−13.8% | Reduced |
| MV Capital Management, Inc. | 340 | $13.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $12.0K | 0.01% | +109+58.6% | Added |
| Comerica Securities,inc. | 233 | $9.52K | 0.00% | +233 | New |
| Ellevest, Inc. | 231 | $9.35K | 0.00% | +231 | New |
| Proequities, Inc. | 225 | $9.19K | 0.00% | +4+1.8% | Added |
| Whittier Trust Co | 222 | $8.99K | 0.00% | −144−39.3% | Reduced |
| Key Financial Inc | 250 | $8.94K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 201 | $6.79K | 0.00% | +201 | New |
| Macroview Investment Management LLC | 149 | $6.05K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 131 | $5.30K | 0.00% | 00.0% | Unchanged |