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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 9,027 | $317.8K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 8,838 | $311.1K | 0.07% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,818 | $310.4K | 0.00% | −818−8.5% | Reduced |
| Sandy Spring Bank | 8,755 | $308.2K | 0.02% | −125−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,714 | $307.0K | 0.01% | +2,158+32.9% | Added |
| Pitcairn Co | 8,653 | $304.6K | 0.03% | −105−1.2% | Reduced |
| Teton Advisors, Inc. | 8,500 | $299.2K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,488 | $298.8K | 0.02% | +335+4.1% | Added |
| D. E. Shaw & Co., Inc. | 8,342 | $293.6K | 0.00% | +8,342 | New |
| Wealthspire Advisors, LLC | 8,144 | $287.1K | 0.00% | −427−5.0% | Reduced |
| Centurion Wealth Management LLC | 8,128 | $286.1K | 0.15% | +15+0.2% | Added |
| Spire Wealth Management | 8,128 | $286.1K | 0.01% | +6,418+375.3% | Added |
| Zacks Investment Management | 7,993 | $281.4K | 0.00% | +907+12.8% | Added |
| CWM Advisors, LLC | 7,761 | $273.2K | 0.03% | +1,937+33.3% | Added |
| Teza Capital Management LLC | 7,657 | $269.5K | 0.06% | +2,640+52.6% | Added |
| Kestra Advisory Services, LLC | 7,577 | $266.7K | 0.00% | −3,828−33.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,512 | $264.4K | 0.00% | −1,599−17.6% | Reduced |
| Metropolitan Life Insurance Co | 7,054 | $248.3K | 0.01% | −1,014−12.6% | Reduced |
| Peoples Bank | 7,044 | $247.9K | 0.16% | −733−9.4% | Reduced |
| Salomon & Ludwin, LLC | 6,982 | $245.8K | 0.03% | −122−1.7% | Reduced |
| Accurate Wealth Management, LLC | 7,058 | $243.9K | 0.08% | +1,602+29.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,700 | $235.8K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,437 | $235.8K | 0.00% | −76,057−91.1% | Reduced |
| Cetera Advisors LLC | 6,642 | $233.8K | 0.00% | −232−3.4% | Reduced |
| Shelton Capital Management | 6,634 | $233.5K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6,557 | $230.8K | 0.01% | +3,339+103.8% | Added |
| Cary Street Partner Investment Advisory LLC | 6,522 | $229.6K | 0.02% | +1,870+40.2% | Added |
| Cassaday & Co Wealth Management LLC | 6,456 | $227.3K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 6,415 | $225.8K | 0.01% | −73,187−91.9% | Reduced |
| Coldstream Capital Management Inc | 6,290 | $221.4K | 0.01% | −88−1.4% | Reduced |
| Neuberger Berman Group LLC | 6,183 | $217.6K | 0.00% | +6,183 | New |
| Stratos Wealth Advisors, LLC | 6,159 | $216.8K | 0.02% | −6−0.1% | Reduced |
| Virtus Investment Advisers, Inc. | 6,063 | $213.4K | 0.15% | −236−3.7% | Reduced |
| Evermay Wealth Management LLC | 5,989 | $212.3K | 0.04% | 00.0% | Unchanged |
| 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 |
| Allspring Global Investments Holdings, LLC | 5,514 | $194.1K | 0.00% | +809+17.2% | Added |
| Advisory Services Network, LLC | 4,486 | $157.9K | 0.00% | +151+3.5% | Added |
| Granite FO LLC | 4,619 | $153.0K | 0.09% | +628+15.7% | Added |
| Shell Asset Management Co | 3,942 | $139.0K | 0.01% | −14−0.4% | Reduced |
| Citadel Advisors LLC | 3,831 | $134.9K | 0.00% | +1,439+60.2% | Added |
| 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 |
| Compass Wealth Management LLC | 2,850 | $100.3K | 0.03% | −3,620−56.0% | Reduced |
| Covestor Ltd | 2,844 | $100.0K | 0.09% | +656+30.0% | Added |
| Anchor Investment Management, LLC | 2,542 | $89.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,385 | $83.0K | 0.00% | +2,385 | New |
| Brown Brothers Harriman & Co | 2,291 | $80.6K | 0.00% | +496+27.6% | Added |
| Hazlett, Burt & Watson, Inc. | 2,146 | $75.0K | 0.06% | +15+0.7% | Added |
| Private Trust Co NA | 2,007 | $70.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,974 | $69.5K | 0.00% | +1,600+427.8% | Added |
| 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 |
| Bartlett & Co. Wealth Management LLC | 1,600 | $56.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $53.4K | 0.00% | −31−2.0% | Reduced |
| Canton Hathaway, LLC | 1,501 | $53.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,494 | $52.6K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,407 | $50.0K | 0.00% | +14+1.0% | Added |
| Ci Investments Inc. | 1,352 | $48.0K | 0.00% | +106+8.5% | Added |
| Harbor Investment Advisory, LLC | 1,330 | $46.8K | 0.01% | −500−27.3% | Reduced |
| Umb Bank N A | 1,229 | $43.3K | 0.00% | −23−1.8% | Reduced |
| Aspire Private Capital, LLC | 1,131 | $39.8K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,080 | $38.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $35.0K | 0.04% | −1,900−65.5% | Reduced |
| Fifth Third Bancorp | 771 | $27.1K | 0.00% | +212+37.9% | Added |
| PSI Advisors, LLC | 756 | $26.6K | 0.01% | −95−11.2% | Reduced |
| First Horizon Advisors, Inc. | 682 | $24.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 679 | $23.9K | 0.00% | −1−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 691 | $23.3K | 0.00% | +691 | New |
| CWM, LLC | 591 | $21.0K | 0.00% | +91+18.2% | Added |
| Quadrant Capital Group LLC | 568 | $20.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 501 | $17.8K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 408 | $14.4K | 0.00% | +408 | New |
| Ahrens Investment Partners LLC | 408 | $14.3K | 0.01% | +408 | New |
| Parallel Advisors, LLC | 365 | $12.8K | 0.00% | −26−6.6% | Reduced |
| MV Capital Management, Inc. | 340 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 337 | $11.9K | 0.00% | −12−3.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $10.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 274 | $9.64K | 0.00% | −75−21.5% | Reduced |
| Whittier Trust Co | 222 | $7.81K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 219 | $7.71K | 0.00% | −31−12.4% | Reduced |
| Proequities, Inc. | 213 | $7.57K | 0.00% | −12−5.3% | Reduced |
| Macroview Investment Management LLC | 149 | $5.26K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 144 | $5.08K | 0.00% | +144 | New |
| HHM Wealth Advisors, LLC | 131 | $4.61K | 0.00% | +131 | New |
| EverSource Wealth Advisors, LLC | 131 | $4.61K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $4.26K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 122 | $4.19K | 0.00% | +122 | New |
| TSFG, LLC | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 113 | $3.98K | 0.00% | −12−9.6% | Reduced |
| Carolinas Wealth Consulting LLC | 86 | $3.06K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $2.98K | 0.00% | −29−22.7% | Reduced |
| IFP Advisors, Inc | 73 | $2.70K | 0.00% | −64−46.7% | Reduced |
| Schubert & Co | 75 | $2.64K | 0.00% | −15−16.7% | Reduced |
| Bogart Wealth, LLC | 71 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $2.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 62 | $2.18K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 58 | $2.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 44 | $1.55K | 0.00% | 00.0% | Unchanged |