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, Q1 2023
Institutional positions in United Bankshares Inc as of Mar 31, 2023. 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
- 311
- −12 vs. Q4 2022
- Shares held
- 95.3M
- +1.15M (+1.2%) vs. Q4 2022
- Total value
- $3.36B
- −$456.8M (−12.0%) vs. Q4 2022
- New holders
- 20
- 109 more added
- Sold out
- 32
- 114 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 35 | $3 | 0.00% | −5−12.5% | Reduced |
| Hexagon Capital Partners LLC | 3 | $106 | 0.00% | −19−86.4% | Reduced |
| Allworth Financial LP | 5 | $176 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $246 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $282 | 0.00% | −193−96.0% | Reduced |
| Farther Finance Advisors, LLC | 9 | $317 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $669 | 0.00% | −21−52.5% | Reduced |
| Glassman Wealth Services | 19 | $669 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $704 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 30 | $1.06K | 0.00% | −5−14.3% | Reduced |
| FinTrust Capital Advisors, LLC | 28 | $1.13K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 44 | $1.55K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 58 | $2.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 62 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $2.50K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 75 | $2.64K | 0.00% | −15−16.7% | Reduced |
| IFP Advisors, Inc | 73 | $2.70K | 0.00% | −64−46.7% | Reduced |
| Global Retirement Partners, LLC | 99 | $2.98K | 0.00% | −29−22.7% | Reduced |
| Carolinas Wealth Consulting LLC | 86 | $3.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 113 | $3.98K | 0.00% | −12−9.6% | Reduced |
| TSFG, LLC | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 122 | $4.19K | 0.00% | +122 | New |
| Hollencrest Capital Management | 121 | $4.26K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 131 | $4.61K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.61K | 0.00% | +131 | New |
| Ridgewood Investments LLC | 144 | $5.08K | 0.00% | +144 | New |
| Macroview Investment Management LLC | 149 | $5.26K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 213 | $7.57K | 0.00% | −12−5.3% | Reduced |
| Key Financial Inc | 219 | $7.71K | 0.00% | −31−12.4% | Reduced |
| Whittier Trust Co | 222 | $7.81K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 274 | $9.64K | 0.00% | −75−21.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 337 | $11.9K | 0.00% | −12−3.4% | Reduced |
| MV Capital Management, Inc. | 340 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 365 | $12.8K | 0.00% | −26−6.6% | Reduced |
| Ahrens Investment Partners LLC | 408 | $14.3K | 0.01% | +408 | New |
| Gleason Group, Inc. | 408 | $14.4K | 0.00% | +408 | New |
| Salem Investment Counselors Inc | 501 | $17.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 568 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 591 | $21.0K | 0.00% | +91+18.2% | Added |
| Ameritas Advisory Services, LLC | 691 | $23.3K | 0.00% | +691 | New |
| TCI Wealth Advisors, Inc. | 679 | $23.9K | 0.00% | −1−0.1% | Reduced |
| First Horizon Advisors, Inc. | 682 | $24.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 756 | $26.6K | 0.01% | −95−11.2% | Reduced |
| Fifth Third Bancorp | 771 | $27.1K | 0.00% | +212+37.9% | Added |
| FNY Investment Advisers, LLC | 1,000 | $35.0K | 0.04% | −1,900−65.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,080 | $38.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,131 | $39.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,229 | $43.3K | 0.00% | −23−1.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,330 | $46.8K | 0.01% | −500−27.3% | Reduced |
| Ci Investments Inc. | 1,352 | $48.0K | 0.00% | +106+8.5% | Added |
| Public Employees Retirement System of Ohio | 1,407 | $50.0K | 0.00% | +14+1.0% | Added |
| Concord Wealth Partners | 1,494 | $52.6K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $53.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $53.4K | 0.00% | −31−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,600 | $56.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,600 | $57.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,403 | $57.0K | 0.00% | +85+6.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,974 | $69.5K | 0.00% | +1,600+427.8% | Added |
| Private Trust Co NA | 2,007 | $70.7K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,146 | $75.0K | 0.06% | +15+0.7% | Added |
| Brown Brothers Harriman & Co | 2,291 | $80.6K | 0.00% | +496+27.6% | Added |
| Simplex Trading, LLC | 2,385 | $83.0K | 0.00% | +2,385 | New |
| Anchor Investment Management, LLC | 2,542 | $89.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,844 | $100.0K | 0.09% | +656+30.0% | Added |
| Compass Wealth Management LLC | 2,850 | $100.3K | 0.03% | −3,620−56.0% | Reduced |
| Wellington Shields Capital Management, LLC | 3,173 | $111.7K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,173 | $111.7K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,831 | $134.9K | 0.00% | +1,439+60.2% | Added |
| Shell Asset Management Co | 3,942 | $139.0K | 0.01% | −14−0.4% | Reduced |
| Granite FO LLC | 4,619 | $153.0K | 0.09% | +628+15.7% | Added |
| Advisory Services Network, LLC | 4,486 | $157.9K | 0.00% | +151+3.5% | Added |
| Allspring Global Investments Holdings, LLC | 5,514 | $194.1K | 0.00% | +809+17.2% | Added |
| Guardian Wealth Advisors, LLC | 5,673 | $201.7K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,673 | $201.7K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,989 | $212.3K | 0.04% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 6,063 | $213.4K | 0.15% | −236−3.7% | Reduced |
| Stratos Wealth Advisors, LLC | 6,159 | $216.8K | 0.02% | −6−0.1% | Reduced |
| Neuberger Berman Group LLC | 6,183 | $217.6K | 0.00% | +6,183 | New |
| Coldstream Capital Management Inc | 6,290 | $221.4K | 0.01% | −88−1.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,415 | $225.8K | 0.01% | −73,187−91.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,456 | $227.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,522 | $229.6K | 0.02% | +1,870+40.2% | Added |
| PEAK6 Investments LLC | 6,557 | $230.8K | 0.01% | +3,339+103.8% | Added |
| Shelton Capital Management | 6,634 | $233.5K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 6,642 | $233.8K | 0.00% | −232−3.4% | Reduced |
| EP Wealth Advisors, LLC | 7,437 | $235.8K | 0.00% | −76,057−91.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,700 | $235.8K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,058 | $243.9K | 0.08% | +1,602+29.4% | Added |
| Salomon & Ludwin, LLC | 6,982 | $245.8K | 0.03% | −122−1.7% | Reduced |
| Peoples Bank | 7,044 | $247.9K | 0.16% | −733−9.4% | Reduced |
| Metropolitan Life Insurance Co | 7,054 | $248.3K | 0.01% | −1,014−12.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,512 | $264.4K | 0.00% | −1,599−17.6% | Reduced |
| Kestra Advisory Services, LLC | 7,577 | $266.7K | 0.00% | −3,828−33.6% | Reduced |
| Teza Capital Management LLC | 7,657 | $269.5K | 0.06% | +2,640+52.6% | Added |
| CWM Advisors, LLC | 7,761 | $273.2K | 0.03% | +1,937+33.3% | Added |
| Zacks Investment Management | 7,993 | $281.4K | 0.00% | +907+12.8% | Added |
| Centurion Wealth Management LLC | 8,128 | $286.1K | 0.15% | +15+0.2% | Added |