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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 9,073 | $340.7K | 0.03% | +9,073 | New |
| Strategic Wealth Designers | 9,033 | $339.2K | 0.05% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 8,908 | $334.5K | 0.30% | +70+0.8% | Added |
| AlphaMark Advisors, LLC | 8,740 | $328.0K | 0.12% | +685+8.5% | Added |
| Inceptionr LLC | 8,287 | $311.2K | 0.22% | +8,287 | New |
| Wealthspire Advisors, LLC | 8,189 | $308.0K | 0.00% | +17+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 8,112 | $304.6K | 0.00% | +500+6.6% | Added |
| Canal Capital Management, LLC | 8,043 | $302.0K | 0.06% | −1,607−16.7% | Reduced |
| Stratos Wealth Advisors, LLC | 8,031 | $301.6K | 0.02% | +15+0.2% | Added |
| United Capital Financial Advisers, LLC | 8,020 | $301.2K | 0.00% | −2,393−23.0% | Reduced |
| Teton Advisors, Inc. | 8,000 | $300.4K | 0.10% | −500−5.9% | Reduced |
| Metropolitan Life Insurance Co | 7,537 | $283.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 7,044 | $264.5K | 0.16% | +7,044 | New |
| HSBC Holdings PLC | 6,933 | $260.3K | 0.00% | +6,933 | New |
| Pathstone Holdings, LLC | 6,908 | $259.4K | 0.00% | +6,908 | New |
| Ethic Inc. | 6,752 | $253.5K | 0.01% | +6,752 | New |
| CI Private Wealth, LLC | 6,729 | $252.7K | 0.00% | +6,729 | New |
| Graves-Light Private Wealth Management, Inc. | 6,700 | $251.6K | 0.03% | +6,700 | New |
| Cipher Capital LP | 6,592 | $247.5K | 0.08% | +6,592 | New |
| Cary Street Partner Investment Advisory LLC | 6,522 | $244.9K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,481 | $243.4K | 0.00% | +6,481 | New |
| Cetera Advisors LLC | 6,159 | $231.3K | 0.00% | +6,159 | New |
| Nisa Investment Advisors, LLC | 6,055 | $227.4K | 0.00% | −21,845−78.3% | Reduced |
| Naples Global Advisors, LLC | 5,900 | $223.7K | 0.02% | +5,900 | New |
| Cassaday & Co Wealth Management LLC | 5,946 | $223.3K | 0.01% | +5,946 | New |
| Shelton Capital Management | 5,908 | $221.8K | 0.01% | +5,908 | New |
| Lido Advisors, LLC | 5,841 | $221.5K | 0.00% | −1,877−24.3% | Reduced |
| Accurate Wealth Management, LLC | 6,046 | $221.1K | 0.07% | −1,539−20.3% | Reduced |
| XTX Topco Ltd | 5,798 | $217.7K | 0.05% | −4,397−43.1% | Reduced |
| Courier Capital LLC | 5,789 | $217.4K | 0.02% | +5,789 | New |
| Cetera Advisor Networks LLC | 5,539 | $208.0K | 0.00% | +5,539 | New |
| Beacon Investment Advisors LLC | 5,374 | $201.8K | 0.13% | +5,374 | New |
| Spire Wealth Management | 5,488 | $200.7K | 0.01% | −3,225−37.0% | Reduced |
| Brown Brothers Harriman & Co | 5,009 | $188.1K | 0.00% | −3,663−42.2% | Reduced |
| Salomon & Ludwin, LLC | 6,323 | $174.5K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 4,619 | $173.4K | 0.12% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,288 | $161.0K | 0.00% | +4,288 | New |
| Evermay Wealth Management LLC | 4,159 | $157.7K | 0.03% | −1,812−30.3% | Reduced |
| SG Americas Securities, LLC | 4,021 | $151.0K | 0.00% | −70,994−94.6% | Reduced |
| Burkett Financial Services, LLC | 3,958 | $148.6K | 0.08% | +3,958 | New |
| Principal Securities, Inc. | 3,743 | $140.6K | 0.01% | +3,743 | New |
| Main Street Group, LTD | 3,722 | $139.8K | 0.05% | +3,722 | New |
| Wellington Shields Capital Management, LLC | 3,173 | $119.1K | 0.01% | +3,173 | New |
| Shell Asset Management Co | 2,969 | $111.0K | 0.01% | −890−23.1% | Reduced |
| FNY Investment Advisers, LLC | 2,900 | $108.0K | 0.12% | 00.0% | Unchanged |
| Covestor Ltd | 2,694 | $101.0K | 0.07% | −965−26.4% | Reduced |
| Anchor Investment Management, LLC | 2,542 | $95.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,499 | $89.2K | 0.00% | +10.0% | Added |
| KBC Group NV | 2,364 | $89.0K | 0.00% | +439+22.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,974 | $74.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,912 | $71.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,830 | $68.7K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,790 | $67.0K | 0.00% | +321+21.9% | Added |
| Public Employees Retirement System of Ohio | 1,774 | $66.6K | 0.00% | +122+7.4% | Added |
| Kapitalo Investimentos Ltda | 1,540 | $57.8K | 0.01% | +1,540 | New |
| Massmutual Trust Co FSB | 1,518 | $57.0K | 0.00% | −96−5.9% | Reduced |
| Canton Hathaway, LLC | 1,501 | $56.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,319 | $51.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,345 | $50.5K | 0.01% | +1,100+449.0% | Added |
| Harbor Investment Advisory, LLC | 1,330 | $49.9K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,131 | $42.5K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,080 | $40.6K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,031 | $38.7K | 0.03% | +1,031 | New |
| Fifth Third Bancorp | 976 | $36.6K | 0.00% | +657+206.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 839 | $30.9K | 0.02% | +839 | New |
| PSI Advisors, LLC | 756 | $28.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 588 | $22.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 576 | $21.6K | 0.00% | +576 | New |
| Salem Investment Counselors Inc | 501 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 418 | $15.7K | 0.00% | +5+1.2% | Added |
| City State Bank | 400 | $15.0K | 0.01% | −100−20.0% | Reduced |
| First Manhattan Co | 393 | $14.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 380 | $13.6K | 0.00% | +380 | New |
| Ronald Blue Trust, Inc. | 490 | $13.0K | 0.00% | +344+235.6% | Added |
| MV Capital Management, Inc. | 340 | $12.8K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 332 | $12.5K | 0.00% | −304,133−99.9% | Reduced |
| Smithfield Trust Co | 325 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 305 | $11.5K | 0.00% | +288+1,694.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $11.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $10.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $9.61K | 0.00% | +195+319.7% | Added |
| First United Bank Trust | 252 | $9.46K | 0.00% | +252 | New |
| Private Wealth Management Group, LLC | 252 | $9.46K | 0.00% | +252 | New |
| Umb Bank N A | 236 | $8.86K | 0.00% | −629−72.7% | Reduced |
| Central Trust Co | 232 | $8.71K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $8.49K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 186 | $7.00K | 0.00% | +131+238.2% | Added |
| Macroview Investment Management LLC | 151 | $5.67K | 0.01% | +2+1.3% | Added |
| Quadrant Capital Group LLC | 146 | $5.48K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.92K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 122 | $4.58K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $4.54K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 113 | $4.28K | 0.00% | +25+28.4% | Added |
| EntryPoint Capital, LLC | 103 | $3.87K | 0.00% | +103 | New |
| Carolinas Wealth Consulting LLC | 94 | $3.57K | 0.00% | +22+30.6% | Added |
| Tidemark, LLC | 91 | $3.42K | 0.00% | +91 | 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 |
| Bruce G. Allen Investments, LLC | 74 | $2.78K | 0.00% | +74 | New |
| Bogart Wealth, LLC | 71 | $2.67K | 0.00% | 00.0% | Unchanged |