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 2023
Institutional positions in United Bankshares Inc as of Jun 30, 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
- 298
- −12 vs. Q1 2023
- Shares held
- 97.7M
- +2.37M (+2.5%) vs. Q1 2023
- Total value
- $2.91B
- −$455.7M (−13.6%) vs. Q1 2023
- New holders
- 28
- 94 more added
- Sold out
- 40
- 107 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 39,777 | $0 | 0.00% | +39,777 | New |
| Allworth Financial LP | 5 | $149 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $237 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $267 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $564 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $594 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $683 | 0.00% | +4+21.1% | Added |
| EverSource Wealth Advisors, LLC | 26 | $771 | 0.00% | −105−80.2% | Reduced |
| Disciplined Investments, LLC | 27 | $801 | 0.00% | −3−10.0% | Reduced |
| FinTrust Capital Advisors, LLC | 28 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 30 | $1.17K | 0.01% | −5−14.3% | Reduced |
| Versant Capital Management, Inc | 40 | $1.19K | 0.00% | +33+471.4% | Added |
| Caldwell Trust Co | 44 | $1.30K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 58 | $1.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 62 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $1.87K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $2.11K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 73 | $2.17K | 0.00% | −13−15.1% | Reduced |
| GoalVest Advisory LLC | 82 | $2.43K | 0.00% | +82 | New |
| JFS Wealth Advisors, LLC | 83 | $2.46K | 0.00% | −30−26.5% | Reduced |
| Hexagon Capital Partners LLC | 96 | $2.85K | 0.00% | +93+3,100.0% | Added |
| Ronald Blue Trust, Inc. | 112 | $3.00K | 0.00% | −1,291−92.0% | Reduced |
| Proequities, Inc. | 114 | $3.42K | 0.00% | −99−46.5% | Reduced |
| Hollencrest Capital Management | 121 | $3.59K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 122 | $3.62K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $3.89K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 149 | $4.43K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 185 | $5.00K | 0.00% | −406−68.7% | Reduced |
| Signaturefd, LLC | 172 | $5.10K | 0.00% | −102−37.2% | Reduced |
| Quadrant Capital Group LLC | 198 | $5.88K | 0.00% | −370−65.1% | Reduced |
| Key Financial Inc | 219 | $6.50K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $6.71K | 0.00% | −139−38.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $9.00K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 325 | $10.0K | 0.00% | +325 | New |
| MV Capital Management, Inc. | 340 | $10.1K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 393 | $11.7K | 0.00% | +393 | New |
| Fifth Third Bancorp | 402 | $11.9K | 0.00% | −369−47.9% | Reduced |
| Gleason Group, Inc. | 408 | $12.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 501 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 588 | $17.4K | 0.01% | +588 | New |
| First Horizon Advisors, Inc. | 682 | $20.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 756 | $22.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,080 | $32.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,131 | $33.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,229 | $36.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,319 | $39.0K | 0.03% | −827−38.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,330 | $39.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,359 | $40.0K | 0.00% | −1,026−43.0% | Reduced |
| Ci Investments Inc. | 1,463 | $43.0K | 0.00% | +111+8.2% | Added |
| Concord Wealth Partners | 1,494 | $44.3K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $45.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,512 | $45.0K | 0.00% | +105+7.5% | Added |
| Covestor Ltd | 1,566 | $46.0K | 0.04% | −1,278−44.9% | Reduced |
| Massmutual Trust Co FSB | 1,592 | $47.2K | 0.00% | +74+4.9% | Added |
| Bartlett & Co. LLC | 1,600 | $48.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,600 | $48.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,974 | $58.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,007 | $59.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,478 | $73.5K | 0.00% | +2,379+2,403.0% | Added |
| Anchor Investment Management, LLC | 2,542 | $75.4K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,850 | $84.6K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,900 | $86.0K | 0.11% | +1,900+190.0% | Added |
| Shell Asset Management Co | 3,920 | $116.0K | 0.00% | −22−0.6% | Reduced |
| Headlands Technologies LLC | 4,568 | $135.5K | 0.04% | +4,568 | New |
| Granite FO LLC | 4,619 | $137.0K | 0.09% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,766 | $171.1K | 0.00% | +252+4.6% | Added |
| Evermay Wealth Management LLC | 5,971 | $178.7K | 0.03% | −18−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 6,401 | $189.9K | 0.01% | −2,313−26.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,522 | $193.5K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 7,044 | $209.0K | 0.13% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,268 | $211.4K | 0.07% | +210+3.0% | Added |
| Metropolitan Life Insurance Co | 7,160 | $212.4K | 0.01% | +106+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 7,512 | $222.9K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,535 | $223.6K | 0.00% | −38,620−83.7% | Reduced |
| MQS Management LLC | 7,664 | $227.4K | 0.15% | +7,664 | New |
| Fox Run Management, L.L.C. | 7,784 | $231.0K | 0.06% | −1,868−19.4% | Reduced |
| Zacks Investment Management | 8,070 | $239.4K | 0.00% | +77+1.0% | Added |
| Centurion Wealth Management LLC | 8,154 | $241.9K | 0.12% | +26+0.3% | Added |
| Wealthspire Advisors, LLC | 8,157 | $242.5K | 0.00% | +13+0.2% | Added |
| AQR Capital Management LLC | 8,356 | $247.9K | 0.00% | −11,258−57.4% | Reduced |
| Teton Advisors, Inc. | 8,500 | $252.2K | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,591 | $254.9K | 0.03% | +8,591 | New |
| Pitcairn Co | 8,659 | $256.9K | 0.02% | +6+0.1% | Added |
| Brown Brothers Harriman & Co | 8,672 | $257.3K | 0.00% | +6,381+278.5% | Added |
| Spire Wealth Management | 8,677 | $257.4K | 0.01% | +549+6.8% | Added |
| Sandy Spring Bank | 8,755 | $259.8K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,806 | $261.3K | 0.00% | −928−9.5% | Reduced |
| Advisor OS, LLC | 8,838 | $262.2K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 9,027 | $267.8K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Designers | 9,033 | $268.0K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,950 | $268.8K | 0.03% | 00.0% | Unchanged |
| Cipher Capital LP | 9,072 | $269.2K | 0.05% | +9,072 | New |
| Halpern Financial, Inc. | 9,450 | $280.4K | 0.10% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,511 | $282.0K | 0.02% | −178−1.8% | Reduced |
| Integrated Investment Consultants, LLC | 9,580 | $284.2K | 0.09% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 9,643 | $286.1K | 0.06% | +6+0.1% | Added |
| Virtu Financial LLC | 9,812 | $291.0K | 0.02% | +9,812 | New |
| Belpointe Asset Management LLC | 9,848 | $292.2K | 0.03% | +1,360+16.0% | Added |
| Sargent Investment Group, LLC | 9,945 | $295.1K | 0.07% | −350−3.4% | Reduced |