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, Q4 2023
Institutional positions in United Bankshares Inc as of Dec 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
- 310
- +5 vs. Q3 2023
- Shares held
- 95.8M
- +3.23M (+3.5%) vs. Q3 2023
- Total value
- $3.60B
- +$1.04B (+40.8%) vs. Q3 2023
- New holders
- 52
- 109 more added
- Sold out
- 47
- 91 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 7 | $263 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $300 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $676 | 0.00% | +18 | New |
| Glassman Wealth Services | 19 | $713 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $1.28K | 0.00% | +10+41.7% | Added |
| JFS Wealth Advisors, LLC | 35 | $1.31K | 0.00% | −64−64.6% | Reduced |
| Signaturefd, LLC | 42 | $1.58K | 0.00% | −97−69.8% | Reduced |
| First Horizon Advisors, Inc. | 48 | $1.80K | 0.00% | +20+71.4% | Added |
| Farmers & Merchants Investments Inc | 52 | $1.95K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 52 | $2.00K | 0.00% | −19−26.8% | Reduced |
| Bogart Wealth, LLC | 71 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 74 | $2.78K | 0.00% | +74 | New |
| Bell Investment Advisors, Inc | 81 | $3.04K | 0.00% | +18+28.6% | Added |
| Farther Finance Advisors, LLC | 81 | $3.04K | 0.00% | +72+800.0% | Added |
| Tidemark, LLC | 91 | $3.42K | 0.00% | +91 | New |
| Carolinas Wealth Consulting LLC | 94 | $3.57K | 0.00% | +22+30.6% | Added |
| EntryPoint Capital, LLC | 103 | $3.87K | 0.00% | +103 | New |
| Proequities, Inc. | 113 | $4.28K | 0.00% | +25+28.4% | Added |
| Hollencrest Capital Management | 121 | $4.54K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 122 | $4.58K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.92K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $5.48K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 151 | $5.67K | 0.01% | +2+1.3% | Added |
| Bessemer Group Inc | 186 | $7.00K | 0.00% | +131+238.2% | Added |
| Parallel Advisors, LLC | 226 | $8.49K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.71K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 236 | $8.86K | 0.00% | −629−72.7% | Reduced |
| First United Bank Trust | 252 | $9.46K | 0.00% | +252 | New |
| Private Wealth Management Group, LLC | 252 | $9.46K | 0.00% | +252 | New |
| Allworth Financial LP | 256 | $9.61K | 0.00% | +195+319.7% | Added |
| Harbour Investments, Inc. | 280 | $10.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $11.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 305 | $11.5K | 0.00% | +288+1,694.1% | Added |
| Smithfield Trust Co | 325 | $12.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 332 | $12.5K | 0.00% | −304,133−99.9% | Reduced |
| MV Capital Management, Inc. | 340 | $12.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 490 | $13.0K | 0.00% | +344+235.6% | Added |
| GAMMA Investing LLC | 380 | $13.6K | 0.00% | +380 | New |
| First Manhattan Co | 393 | $14.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 400 | $15.0K | 0.01% | −100−20.0% | Reduced |
| Gleason Group, Inc. | 418 | $15.7K | 0.00% | +5+1.2% | Added |
| Salem Investment Counselors Inc | 501 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 576 | $21.6K | 0.00% | +576 | New |
| Glass Jacobson Investment Advisors llc | 588 | $22.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 756 | $28.4K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 839 | $30.9K | 0.02% | +839 | New |
| Fifth Third Bancorp | 976 | $36.6K | 0.00% | +657+206.0% | Added |
| Clarity Asset Management, Inc. | 1,031 | $38.7K | 0.03% | +1,031 | New |
| Nomura Asset Management Co Ltd | 1,080 | $40.6K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,131 | $42.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,330 | $49.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,345 | $50.5K | 0.01% | +1,100+449.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,319 | $51.0K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $56.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $57.0K | 0.00% | −96−5.9% | Reduced |
| Kapitalo Investimentos Ltda | 1,540 | $57.8K | 0.01% | +1,540 | New |
| Public Employees Retirement System of Ohio | 1,774 | $66.6K | 0.00% | +122+7.4% | Added |
| Ci Investments Inc. | 1,790 | $67.0K | 0.00% | +321+21.9% | Added |
| Key Financial Inc | 1,830 | $68.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,912 | $71.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,974 | $74.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,364 | $89.0K | 0.00% | +439+22.8% | Added |
| Global Retirement Partners, LLC | 2,499 | $89.2K | 0.00% | +10.0% | Added |
| Anchor Investment Management, LLC | 2,542 | $95.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,694 | $101.0K | 0.07% | −965−26.4% | Reduced |
| FNY Investment Advisers, LLC | 2,900 | $108.0K | 0.12% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,969 | $111.0K | 0.01% | −890−23.1% | Reduced |
| Wellington Shields Capital Management, LLC | 3,173 | $119.1K | 0.01% | +3,173 | New |
| Main Street Group, LTD | 3,722 | $139.8K | 0.05% | +3,722 | New |
| Principal Securities, Inc. | 3,743 | $140.6K | 0.01% | +3,743 | New |
| Burkett Financial Services, LLC | 3,958 | $148.6K | 0.08% | +3,958 | New |
| SG Americas Securities, LLC | 4,021 | $151.0K | 0.00% | −70,994−94.6% | Reduced |
| Evermay Wealth Management LLC | 4,159 | $157.7K | 0.03% | −1,812−30.3% | Reduced |
| Advisory Services Network, LLC | 4,288 | $161.0K | 0.00% | +4,288 | New |
| Granite FO LLC | 4,619 | $173.4K | 0.12% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,323 | $174.5K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,009 | $188.1K | 0.00% | −3,663−42.2% | Reduced |
| Spire Wealth Management | 5,488 | $200.7K | 0.01% | −3,225−37.0% | Reduced |
| Beacon Investment Advisors LLC | 5,374 | $201.8K | 0.13% | +5,374 | New |
| Cetera Advisor Networks LLC | 5,539 | $208.0K | 0.00% | +5,539 | New |
| Courier Capital LLC | 5,789 | $217.4K | 0.02% | +5,789 | New |
| XTX Topco Ltd | 5,798 | $217.7K | 0.05% | −4,397−43.1% | Reduced |
| Accurate Wealth Management, LLC | 6,046 | $221.1K | 0.07% | −1,539−20.3% | Reduced |
| Lido Advisors, LLC | 5,841 | $221.5K | 0.00% | −1,877−24.3% | Reduced |
| Shelton Capital Management | 5,908 | $221.8K | 0.01% | +5,908 | New |
| Cassaday & Co Wealth Management LLC | 5,946 | $223.3K | 0.01% | +5,946 | New |
| Naples Global Advisors, LLC | 5,900 | $223.7K | 0.02% | +5,900 | New |
| Nisa Investment Advisors, LLC | 6,055 | $227.4K | 0.00% | −21,845−78.3% | Reduced |
| Cetera Advisors LLC | 6,159 | $231.3K | 0.00% | +6,159 | New |
| Envestnet Portfolio Solutions, Inc. | 6,481 | $243.4K | 0.00% | +6,481 | New |
| Cary Street Partner Investment Advisory LLC | 6,522 | $244.9K | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 6,592 | $247.5K | 0.08% | +6,592 | New |
| Graves-Light Private Wealth Management, Inc. | 6,700 | $251.6K | 0.03% | +6,700 | New |
| CI Private Wealth, LLC | 6,729 | $252.7K | 0.00% | +6,729 | New |
| Ethic Inc. | 6,752 | $253.5K | 0.01% | +6,752 | New |
| Pathstone Holdings, LLC | 6,908 | $259.4K | 0.00% | +6,908 | New |
| HSBC Holdings PLC | 6,933 | $260.3K | 0.00% | +6,933 | New |
| Peoples Bank | 7,044 | $264.5K | 0.16% | +7,044 | New |
| Metropolitan Life Insurance Co | 7,537 | $283.0K | 0.01% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 8,000 | $300.4K | 0.10% | −500−5.9% | Reduced |