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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 8,020 | $301.2K | 0.00% | −2,393−23.0% | Reduced |
| Stratos Wealth Advisors, LLC | 8,031 | $301.6K | 0.02% | +15+0.2% | Added |
| Canal Capital Management, LLC | 8,043 | $302.0K | 0.06% | −1,607−16.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,112 | $304.6K | 0.00% | +500+6.6% | Added |
| Wealthspire Advisors, LLC | 8,189 | $308.0K | 0.00% | +17+0.2% | Added |
| Inceptionr LLC | 8,287 | $311.2K | 0.22% | +8,287 | New |
| AlphaMark Advisors, LLC | 8,740 | $328.0K | 0.12% | +685+8.5% | Added |
| Braun-Bostich & Associates Inc. | 8,908 | $334.5K | 0.30% | +70+0.8% | Added |
| Strategic Wealth Designers | 9,033 | $339.2K | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 9,073 | $340.7K | 0.03% | +9,073 | New |
| Fox Run Management, L.L.C. | 9,097 | $341.6K | 0.09% | +9,097 | New |
| Crossmark Global Holdings, Inc. | 9,122 | $343.0K | 0.01% | −654−6.7% | Reduced |
| Lazard Asset Management LLC | 9,185 | $344.0K | 0.00% | +9,185 | New |
| Halpern Financial, Inc. | 9,450 | $346.4K | 0.11% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 9,348 | $351.0K | 0.07% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,759 | $366.5K | 0.00% | +9,759 | New |
| Sargent Investment Group, LLC | 9,895 | $371.6K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,975 | $374.6K | 0.02% | −13−0.1% | Reduced |
| IFP Advisors, Inc | 9,977 | $374.7K | 0.02% | −791−7.3% | Reduced |
| Belpointe Asset Management LLC | 10,133 | $380.5K | 0.03% | +25+0.2% | Added |
| CWM Advisors, LLC | 10,210 | $383.4K | 0.04% | −889−8.0% | Reduced |
| Kestra Advisory Services, LLC | 10,296 | $386.6K | 0.00% | −1,447−12.3% | Reduced |
| City Holding Co | 10,608 | $398.2K | 0.06% | −750−6.6% | Reduced |
| Curran Financial Partners, LLC | 10,781 | $399.4K | 0.15% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,843 | $407.2K | 0.00% | −99−0.9% | Reduced |
| Lincoln National Corp | 11,184 | $419.9K | 0.01% | +837+8.1% | Added |
| Two Sigma Securities, LLC | 11,184 | $420.0K | 0.02% | +11,184 | New |
| GWM Advisors LLC | 11,194 | $420.4K | 0.00% | +145+1.3% | Added |
| Schroder Investment Management Group | 11,050 | $421.8K | 0.00% | +11,050 | New |
| Securian Asset Management, Inc | 11,328 | $425.4K | 0.01% | −100−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 11,340 | $425.8K | 0.00% | +11,340 | New |
| Greenwood Capital Associates LLC | 11,568 | $434.4K | 0.06% | +11,568 | New |
| Wealth Enhancement Advisory Services, LLC | 11,602 | $435.7K | 0.00% | +1,087+10.3% | Added |
| Brown Miller Wealth Management, LLC | 11,654 | $437.6K | 0.22% | +150+1.3% | Added |
| Los Angeles Capital Management LLC | 11,707 | $439.6K | 0.00% | +11,707 | New |
| Toth Financial Advisory Corp | 11,738 | $440.8K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 12,425 | $466.6K | 0.03% | 00.0% | Unchanged |
| Janney Capital Management LLC | 12,517 | $470.0K | 0.03% | 00.0% | Unchanged |
| United Services Automobile Association | 12,671 | $475.8K | 0.01% | +1,652+15.0% | Added |
| Integrated Investment Consultants, LLC | 13,513 | $507.4K | 0.16% | +3,873+40.2% | Added |
| JustInvest LLC | 13,731 | $515.6K | 0.01% | +13,731 | New |
| Public Employees Retirement Association of Colorado | 14,420 | $541.0K | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 14,430 | $541.8K | 0.10% | +14,430 | New |
| Keybank National Association | 14,470 | $543.3K | 0.00% | +14,470 | New |
| State of Alaska, Department of Revenue | 14,574 | $547.0K | 0.01% | −1,460−9.1% | Reduced |
| Connable Office Inc | 14,897 | $559.4K | 0.07% | +14,897 | New |
| Teza Capital Management LLC | 15,282 | $573.8K | 0.10% | −5,970−28.1% | Reduced |
| Pictet Asset Management Holding SA | 15,685 | $589.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 16,099 | $604.5K | 0.01% | +38+0.2% | Added |
| Brighton Jones LLC | 16,507 | $619.8K | 0.03% | +260+1.6% | Added |
| Cerity Partners LLC | 16,527 | $626.2K | 0.00% | +1,327+8.7% | Added |
| Commonwealth Equity Services, LLC | 16,717 | $628.0K | 0.00% | −1,379−7.6% | Reduced |
| Northstar Asset Management LLC | 17,268 | $648.4K | 0.17% | 00.0% | Unchanged |
| Centiva Capital, LP | 17,488 | $656.7K | 0.04% | +17,488 | New |
| HighTower Advisors, LLC | 18,250 | $688.0K | 0.00% | −2,775−13.2% | Reduced |
| Davenport & Co LLC | 18,988 | $713.0K | 0.00% | −275−1.4% | Reduced |
| Prospera Financial Services Inc | 19,039 | $714.9K | 0.02% | −233−1.2% | Reduced |
| Xponance, Inc. | 19,351 | $726.6K | 0.01% | +139+0.7% | Added |
| Friedenthal Financial | 19,378 | $727.6K | 0.47% | +19,378 | New |
| Pacer Advisors, Inc. | 20,284 | $761.7K | 0.00% | +8,972+79.3% | Added |
| Resources Management Corp | 20,500 | $770.0K | 0.11% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 21,419 | $804.3K | 0.15% | +310+1.5% | Added |
| Heritage Wealth Advisors | 21,760 | $817.1K | 0.04% | +67+0.3% | Added |
| Moors & Cabot, Inc. | 22,050 | $828.0K | 0.05% | −37−0.2% | Reduced |
| Handelsbanken Fonder AB | 22,146 | $832.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 22,328 | $838.4K | 0.20% | −699−3.0% | Reduced |
| FMR LLC | 22,499 | $844.8K | 0.00% | +8,076+56.0% | Added |
| Mariner, LLC | 22,633 | $849.9K | 0.00% | +14,777+188.1% | Added |
| Verity Asset Management, Inc. | 22,732 | $853.6K | 0.55% | −84−0.4% | Reduced |
| Huntington National Bank | 23,557 | $884.6K | 0.01% | −26,000−52.5% | Reduced |
| US Bancorp | 24,656 | $925.8K | 0.00% | +5,702+30.1% | Added |
| Advisor Group Holdings, Inc. | 25,976 | $975.3K | 0.00% | −1,455−5.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 26,630 | $996.5K | 0.10% | −41,664−61.0% | Reduced |
| New Mexico Educational Retirement Board | 27,400 | $1.03M | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,428 | $1.03M | 0.00% | +2,330+9.3% | Added |
| Sandy Spring Bank | 27,508 | $1.03M | 0.05% | +11,820+75.3% | Added |
| Tranquility Partners, LLC | 29,185 | $1.10M | 0.46% | −1,000−3.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,774 | $1.12M | 0.01% | +2,449+9.0% | Added |
| State of Wisconsin Investment Board | 29,800 | $1.12M | 0.00% | +14,437+94.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 30,019 | $1.13M | 0.03% | +93+0.3% | Added |
| Engineers Gate Manager LP | 30,140 | $1.13M | 0.03% | +21,332+242.2% | Added |
| Klingman & Associates, LLC | 30,596 | $1.15M | 0.08% | −348−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 30,604 | $1.15M | 0.03% | +40.0% | Added |
| Jackson Creek Investment Advisors LLC | 31,106 | $1.17M | 0.45% | +31,106 | New |
| STRS Ohio | 31,500 | $1.18M | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 32,413 | $1.22M | 0.01% | +200+0.6% | Added |
| Illinois Municipal Retirement Fund | 33,233 | $1.25M | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 33,400 | $1.25M | 0.02% | −6,290−15.8% | Reduced |
| Balyasny Asset Management LLC | 33,494 | $1.26M | 0.00% | −109,489−76.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 34,588 | $1.30M | 0.10% | +156+0.5% | Added |
| TCM Advisors, LLC | – | $1.32M | 1.07% | – | – |
| Lanham O'Dell & Company, Inc. | 35,038 | $1.32M | 0.91% | +35,038 | New |
| The PNC Financial Services Group, Inc. | 35,145 | $1.32M | 0.00% | −642−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 35,500 | $1.33M | 0.02% | +27,904+367.4% | Added |
| State Board of Administration of Florida Retirement System | 37,375 | $1.40M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 37,721 | $1.42M | 0.01% | −699−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 37,883 | $1.42M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 37,900 | $1.42M | 0.03% | −300−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 39,342 | $1.48M | 0.00% | −30,499−43.7% | Reduced |
| Janney Montgomery Scott LLC | 39,627 | $1.49M | 0.00% | −813−2.0% | Reduced |