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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 10,515 | $290.1K | 0.00% | +10,515 | New |
| United Capital Financial Advisers, LLC | 10,413 | $287.3K | 0.00% | +10,413 | New |
| Lincoln National Corp | 10,347 | $285.5K | 0.01% | −543−5.0% | Reduced |
| MQS Management LLC | 10,237 | $282.4K | 0.17% | +2,573+33.6% | Added |
| XTX Topco Ltd | 10,195 | $281.3K | 0.05% | −3,248−24.2% | Reduced |
| Belpointe Asset Management LLC | 10,108 | $278.9K | 0.03% | +260+2.6% | Added |
| Evolution Advisers, Inc. | 10,042 | $277.0K | 0.20% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,000 | $275.9K | 0.00% | +10,000 | New |
| Profund Advisors LLC | 9,988 | $275.6K | 0.02% | −342−3.3% | Reduced |
| EPG Wealth Management LLC | 9,957 | $274.7K | 0.08% | −2,408−19.5% | Reduced |
| Sargent Investment Group, LLC | 9,895 | $273.0K | 0.07% | −50−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 9,776 | $272.0K | 0.01% | −60−0.6% | Reduced |
| Canal Capital Management, LLC | 9,650 | $266.2K | 0.05% | +7+0.1% | Added |
| Integrated Investment Consultants, LLC | 9,640 | $266.0K | 0.10% | +60+0.6% | Added |
| Aigen Investment Management, LP | 9,489 | $261.8K | 0.05% | +9,489 | New |
| Halpern Financial, Inc. | 9,450 | $260.7K | 0.09% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 9,348 | $257.9K | 0.05% | +9,348 | New |
| Virtu Financial LLC | 9,268 | $256.0K | 0.03% | −544−5.5% | Reduced |
| Strategic Wealth Designers | 9,033 | $249.2K | 0.05% | 00.0% | Unchanged |
| 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 |
| Engineers Gate Manager LP | 8,808 | $243.0K | 0.01% | +8,808 | New |
| Spire Wealth Management | 8,713 | $240.4K | 0.01% | +36+0.4% | Added |
| Brown Brothers Harriman & Co | 8,672 | $239.3K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 8,613 | $237.6K | 0.02% | −898−9.4% | Reduced |
| Teton Advisors, Inc. | 8,500 | $234.5K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,172 | $225.9K | 0.00% | +15+0.2% | Added |
| Centurion Wealth Management LLC | 8,184 | $225.8K | 0.11% | +30+0.4% | Added |
| AlphaMark Advisors, LLC | 8,055 | $222.0K | 0.10% | +8,055 | New |
| Stratos Wealth Advisors, LLC | 8,016 | $221.2K | 0.01% | +8,016 | New |
| M&T Bank Corp | 7,877 | $217.3K | 0.00% | −7,825−49.8% | Reduced |
| Mariner, LLC | 7,856 | $216.7K | 0.00% | −2,580−24.7% | Reduced |
| Lido Advisors, LLC | 7,718 | $212.9K | 0.00% | +183+2.4% | Added |
| Accurate Wealth Management, LLC | 7,585 | $210.6K | 0.07% | +317+4.4% | Added |
| Northwestern Mutual Wealth Management Co | 7,612 | $210.0K | 0.00% | +100+1.3% | Added |
| Tower Research Capital LLC (TRC) | 7,596 | $209.6K | 0.01% | +1,195+18.7% | Added |
| Metropolitan Life Insurance Co | 7,537 | $207.9K | 0.01% | +377+5.3% | Added |
| Cary Street Partner Investment Advisory LLC | 6,522 | $179.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,323 | $174.5K | 0.02% | +6,323 | New |
| Evermay Wealth Management LLC | 5,971 | $166.2K | 0.03% | 00.0% | Unchanged |
| Point72 Middle East FZE | 5,978 | $164.9K | 0.01% | −9,947−62.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,710 | $129.9K | 0.00% | −1,056−18.3% | Reduced |
| Granite FO LLC | 4,619 | $127.4K | 0.09% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,981 | $109.8K | 0.00% | +3,981 | New |
| Shell Asset Management Co | 3,859 | $106.0K | 0.00% | −61−1.6% | Reduced |
| Covestor Ltd | 3,659 | $101.0K | 0.08% | +2,093+133.7% | Added |
| FNY Investment Advisers, LLC | 2,900 | $80.0K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,542 | $70.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,498 | $68.0K | 0.00% | +20+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,974 | $54.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,925 | $53.0K | 0.00% | +1,925 | New |
| Private Trust Co NA | 1,912 | $52.8K | 0.01% | −95−4.7% | Reduced |
| Compass Wealth Management LLC | 1,900 | $52.4K | 0.02% | −950−33.3% | Reduced |
| Key Financial Inc | 1,830 | $50.5K | 0.02% | +1,611+735.6% | Added |
| Public Employees Retirement System of Ohio | 1,652 | $46.0K | 0.00% | +140+9.3% | Added |
| Bartlett & Co. LLC | 1,600 | $45.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,600 | $44.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,614 | $44.5K | 0.00% | +22+1.4% | Added |
| 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 |
| Hazlett, Burt & Watson, Inc. | 1,319 | $37.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,330 | $36.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,199 | $33.1K | 0.02% | −3,369−73.8% | Reduced |
| Aspire Private Capital, LLC | 1,131 | $31.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,080 | $29.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 865 | $23.9K | 0.00% | −364−29.6% | Reduced |
| PSI Advisors, LLC | 756 | $20.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 588 | $16.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 501 | $14.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 413 | $11.4K | 0.00% | +5+1.2% | Added |
| First Manhattan Co | 393 | $10.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 340 | $9.38K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 325 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 319 | $8.80K | 0.00% | −83−20.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $8.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $7.72K | 0.00% | +280 | New |
| Hexagon Capital Partners LLC | 245 | $6.76K | 0.00% | +149+155.2% | Added |
| Central Trust Co | 232 | $6.40K | 0.00% | +232 | New |
| Parallel Advisors, LLC | 226 | $6.24K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 149 | $4.11K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $4.03K | 0.00% | −52−26.3% | Reduced |
| Ronald Blue Trust, Inc. | 146 | $4.00K | 0.00% | +34+30.4% | Added |
| Signaturefd, LLC | 139 | $3.83K | 0.00% | −33−19.2% | Reduced |
| HHM Wealth Advisors, LLC | 131 | $3.62K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 122 | $3.37K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $3.34K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 100 | $2.76K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 99 | $2.73K | 0.00% | +16+19.3% | Added |
| GoalVest Advisory LLC | 93 | $2.57K | 0.00% | +11+13.4% | Added |
| Proequities, Inc. | 88 | $2.46K | 0.00% | −26−22.8% | Reduced |
| Carolinas Wealth Consulting LLC | 72 | $2.05K | 0.00% | −1−1.4% | Reduced |
| CWM, LLC | 71 | $2.00K | 0.00% | −114−61.6% | Reduced |
| Steward Financial Group LLC | 100 | $2.00K | 0.00% | +100 | New |
| Bogart Wealth, LLC | 71 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $1.74K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 61 | $1.68K | 0.00% | +56+1,120.0% | Added |
| Farmers & Merchants Investments Inc | 52 | $1.44K | 0.00% | −10−16.1% | Reduced |
| Bessemer Group Inc | 55 | $1.00K | 0.00% | −38,171−99.9% | Reduced |
| Whittier Trust Co | 36 | $993 | 0.00% | +36 | New |