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 2023
Institutional positions in United Bankshares Inc as of Sep 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
- 309
- +12 vs. Q2 2023
- Shares held
- 92.6M
- −5.05M (−5.2%) vs. Q2 2023
- Total value
- $2.56B
- −$345.7M (−11.9%) vs. Q2 2023
- New holders
- 39
- 109 more added
- Sold out
- 27
- 105 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 7 | $193 | 0.00% | −33−82.5% | Reduced |
| Tfo-TDC, LLC | 8 | $237 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $248 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $469 | 0.00% | −9−34.6% | Reduced |
| Column Capital Advisors, LLC | 19 | $524 | 0.00% | −39−67.2% | Reduced |
| Glassman Wealth Services | 19 | $524 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 20 | $552 | 0.00% | −8−28.6% | Reduced |
| SJS Investment Consulting Inc. | 24 | $663 | 0.00% | +1+4.3% | Added |
| First Horizon Advisors, Inc. | 28 | $772 | 0.00% | −654−95.9% | Reduced |
| Whittier Trust Co | 36 | $993 | 0.00% | +36 | New |
| Bessemer Group Inc | 55 | $1.00K | 0.00% | −38,171−99.9% | Reduced |
| Farmers & Merchants Investments Inc | 52 | $1.44K | 0.00% | −10−16.1% | Reduced |
| Allworth Financial LP | 61 | $1.68K | 0.00% | +56+1,120.0% | Added |
| Bell Investment Advisors, Inc | 63 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $1.96K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 71 | $2.00K | 0.00% | −114−61.6% | Reduced |
| Steward Financial Group LLC | 100 | $2.00K | 0.00% | +100 | New |
| Carolinas Wealth Consulting LLC | 72 | $2.05K | 0.00% | −1−1.4% | Reduced |
| Proequities, Inc. | 88 | $2.46K | 0.00% | −26−22.8% | Reduced |
| GoalVest Advisory LLC | 93 | $2.57K | 0.00% | +11+13.4% | Added |
| JFS Wealth Advisors, LLC | 99 | $2.73K | 0.00% | +16+19.3% | Added |
| South State Corp. | 100 | $2.76K | 0.00% | +100 | New |
| Hollencrest Capital Management | 121 | $3.34K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 122 | $3.37K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $3.62K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 139 | $3.83K | 0.00% | −33−19.2% | Reduced |
| Ronald Blue Trust, Inc. | 146 | $4.00K | 0.00% | +34+30.4% | Added |
| Quadrant Capital Group LLC | 146 | $4.03K | 0.00% | −52−26.3% | Reduced |
| Macroview Investment Management LLC | 149 | $4.11K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $6.24K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $6.40K | 0.00% | +232 | New |
| Hexagon Capital Partners LLC | 245 | $6.76K | 0.00% | +149+155.2% | Added |
| Harbour Investments, Inc. | 280 | $7.72K | 0.00% | +280 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $8.00K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 319 | $8.80K | 0.00% | −83−20.6% | Reduced |
| Smithfield Trust Co | 325 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 340 | $9.38K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 393 | $10.8K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 413 | $11.4K | 0.00% | +5+1.2% | Added |
| City State Bank | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 501 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 588 | $16.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 756 | $20.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 865 | $23.9K | 0.00% | −364−29.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,080 | $29.8K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,131 | $31.2K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,199 | $33.1K | 0.02% | −3,369−73.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,330 | $36.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,319 | $37.0K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,469 | $41.0K | 0.00% | +6+0.4% | Added |
| Massmutual Trust Co FSB | 1,614 | $44.5K | 0.00% | +22+1.4% | Added |
| Bartlett & Co. Wealth Management LLC | 1,600 | $44.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,600 | $45.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,652 | $46.0K | 0.00% | +140+9.3% | Added |
| Key Financial Inc | 1,830 | $50.5K | 0.02% | +1,611+735.6% | Added |
| Compass Wealth Management LLC | 1,900 | $52.4K | 0.02% | −950−33.3% | Reduced |
| Private Trust Co NA | 1,912 | $52.8K | 0.01% | −95−4.7% | Reduced |
| KBC Group NV | 1,925 | $53.0K | 0.00% | +1,925 | New |
| Steward Partners Investment Advisory, LLC | 1,974 | $54.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,498 | $68.0K | 0.00% | +20+0.8% | Added |
| Anchor Investment Management, LLC | 2,542 | $70.1K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,900 | $80.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 3,659 | $101.0K | 0.08% | +2,093+133.7% | Added |
| Shell Asset Management Co | 3,859 | $106.0K | 0.00% | −61−1.6% | Reduced |
| Point72 Asset Management, L.P. | 3,981 | $109.8K | 0.00% | +3,981 | New |
| Granite FO LLC | 4,619 | $127.4K | 0.09% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,710 | $129.9K | 0.00% | −1,056−18.3% | Reduced |
| Point72 Middle East FZE | 5,978 | $164.9K | 0.01% | −9,947−62.5% | Reduced |
| Evermay Wealth Management LLC | 5,971 | $166.2K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,323 | $174.5K | 0.02% | +6,323 | New |
| Cary Street Partner Investment Advisory LLC | 6,522 | $179.9K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,537 | $207.9K | 0.01% | +377+5.3% | Added |
| Tower Research Capital LLC (TRC) | 7,596 | $209.6K | 0.01% | +1,195+18.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,612 | $210.0K | 0.00% | +100+1.3% | Added |
| Accurate Wealth Management, LLC | 7,585 | $210.6K | 0.07% | +317+4.4% | Added |
| Lido Advisors, LLC | 7,718 | $212.9K | 0.00% | +183+2.4% | Added |
| Mariner, LLC | 7,856 | $216.7K | 0.00% | −2,580−24.7% | Reduced |
| M&T Bank Corp | 7,877 | $217.3K | 0.00% | −7,825−49.8% | Reduced |
| Stratos Wealth Advisors, LLC | 8,016 | $221.2K | 0.01% | +8,016 | New |
| AlphaMark Advisors, LLC | 8,055 | $222.0K | 0.10% | +8,055 | New |
| Centurion Wealth Management LLC | 8,184 | $225.8K | 0.11% | +30+0.4% | Added |
| Wealthspire Advisors, LLC | 8,172 | $225.9K | 0.00% | +15+0.2% | Added |
| Teton Advisors, Inc. | 8,500 | $234.5K | 0.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 8,613 | $237.6K | 0.02% | −898−9.4% | Reduced |
| Brown Brothers Harriman & Co | 8,672 | $239.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,713 | $240.4K | 0.01% | +36+0.4% | Added |
| Engineers Gate Manager LP | 8,808 | $243.0K | 0.01% | +8,808 | New |
| Advisor OS, LLC | 8,838 | $243.8K | 0.04% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 8,838 | $243.8K | 0.45% | +8,838 | New |
| Strategic Wealth Designers | 9,033 | $249.2K | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,268 | $256.0K | 0.03% | −544−5.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 9,348 | $257.9K | 0.05% | +9,348 | New |
| Halpern Financial, Inc. | 9,450 | $260.7K | 0.09% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 9,489 | $261.8K | 0.05% | +9,489 | New |
| Integrated Investment Consultants, LLC | 9,640 | $266.0K | 0.10% | +60+0.6% | Added |
| Canal Capital Management, LLC | 9,650 | $266.2K | 0.05% | +7+0.1% | Added |
| Crossmark Global Holdings, Inc. | 9,776 | $272.0K | 0.01% | −60−0.6% | Reduced |
| Sargent Investment Group, LLC | 9,895 | $273.0K | 0.07% | −50−0.5% | Reduced |
| EPG Wealth Management LLC | 9,957 | $274.7K | 0.08% | −2,408−19.5% | Reduced |