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, Q1 2024
Institutional positions in United Bankshares Inc as of Mar 31, 2024. 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
- 316
- +8 vs. Q4 2023
- Shares held
- 95.8M
- +194.1K (+0.2%) vs. Q4 2023
- Total value
- $3.43B
- −$161.8M (−4.5%) vs. Q4 2023
- New holders
- 35
- 93 more added
- Sold out
- 27
- 113 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 2 | $82 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 8 | $286 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $752 | 0.00% | +3+16.7% | Added |
| Geneos Wealth Management Inc. | 26 | $931 | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 34 | $1.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $1.86K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 60 | $2.00K | 0.00% | +8+15.4% | Added |
| Smartleaf Asset Management LLC | 61 | $2.16K | 0.00% | +61 | New |
| JFS Wealth Advisors, LLC | 62 | $2.22K | 0.00% | +27+77.1% | Added |
| Mather Group, LLC. | 64 | $2.40K | 0.00% | +64 | New |
| Bogart Wealth, LLC | 71 | $2.54K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 71 | $2.54K | 0.00% | +29+69.0% | Added |
| Farther Finance Advisors, LLC | 81 | $2.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $2.90K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 91 | $3.26K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 93 | $3.36K | 0.00% | −1−1.1% | Reduced |
| Proequities, Inc. | 113 | $4.09K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $4.33K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 122 | $4.37K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.69K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $5.23K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 151 | $5.40K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 158 | $5.66K | 0.00% | +158 | New |
| Ronald Blue Trust, Inc. | 216 | $7.73K | 0.00% | −274−55.9% | Reduced |
| Parallel Advisors, LLC | 226 | $8.09K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.30K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 252 | $9.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 252 | $9.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $9.16K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 278 | $9.95K | 0.00% | +42+17.8% | Added |
| Harbour Investments, Inc. | 280 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 340 | $12.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 407 | $13.2K | 0.00% | +102+33.4% | Added |
| City State Bank | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 422 | $15.1K | 0.00% | +4+1.0% | Added |
| GAMMA Investing LLC | 437 | $15.6K | 0.00% | +57+15.0% | Added |
| Salem Investment Counselors Inc | 501 | $18.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 586 | $21.0K | 0.00% | +10+1.7% | Added |
| Glass Jacobson Investment Advisors llc | 588 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 618 | $22.0K | 0.00% | +432+232.3% | Added |
| Allspring Global Investments Holdings, LLC | 656 | $23.5K | 0.00% | +656 | New |
| PSI Advisors, LLC | 756 | $27.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 775 | $27.7K | 0.00% | +775 | New |
| CIBC Private Wealth Group, LLC | 876 | $30.8K | 0.00% | +876 | New |
| Covestor Ltd | 872 | $31.0K | 0.02% | −1,822−67.6% | Reduced |
| nVerses Capital, LLC | 900 | $32.2K | 0.08% | +900 | New |
| Fifth Third Bancorp | 1,030 | $36.9K | 0.00% | +54+5.5% | Added |
| Clarity Asset Management, Inc. | 1,071 | $38.3K | 0.03% | +40+3.9% | Added |
| Nomura Asset Management Co Ltd | 1,080 | $38.7K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,131 | $40.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,200 | $42.9K | 0.01% | −145−10.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,319 | $47.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,330 | $47.6K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $54.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $54.3K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,932 | $64.1K | 0.04% | +1,093+130.3% | Added |
| Key Financial Inc | 1,830 | $65.5K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,870 | $66.9K | 0.00% | +96+5.4% | Added |
| Private Trust Co NA | 1,912 | $68.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,974 | $70.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,131 | $76.3K | 0.00% | −33,369−94.0% | Reduced |
| Ci Investments Inc. | 2,200 | $79.0K | 0.00% | +410+22.9% | Added |
| New Covenant Trust Company, N.A. | 2,218 | $79.4K | 0.08% | +2,218 | New |
| First Manhattan Co | 2,288 | $81.9K | 0.00% | +1,895+482.2% | Added |
| Shell Asset Management Co | 2,676 | $87.0K | 0.00% | −293−9.9% | Reduced |
| Global Retirement Partners, LLC | 2,499 | $89.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,542 | $91.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 2,682 | $96.0K | 0.03% | +2,682 | New |
| Principal Securities, Inc. | 2,780 | $99.5K | 0.00% | −963−25.7% | Reduced |
| FNY Investment Advisers, LLC | 2,900 | $103.0K | 0.07% | 00.0% | Unchanged |
| KBC Group NV | 2,963 | $106.0K | 0.00% | +599+25.3% | Added |
| Quest Partners LLC | 3,545 | $126.9K | 0.02% | +3,545 | New |
| Burkett Financial Services, LLC | 3,987 | $142.7K | 0.07% | +29+0.7% | Added |
| Evermay Wealth Management LLC | 4,159 | $150.4K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 4,619 | $178.5K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 5,488 | $196.4K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,879 | $200.9K | 0.06% | −167−2.8% | Reduced |
| Neuberger Berman Group LLC | 5,620 | $201.1K | 0.00% | +5,620 | New |
| Schonfeld Strategic Advisors LLC | 5,693 | $203.8K | 0.00% | +5,693 | New |
| Cubist Systematic Strategies, LLC | 5,781 | $206.9K | 0.00% | +5,781 | New |
| Courier Capital LLC | 5,789 | $207.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,795 | $207.4K | 0.00% | +5,795 | New |
| Shelton Capital Management | 5,908 | $211.4K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,946 | $212.8K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,949 | $212.9K | 0.01% | −573−8.8% | Reduced |
| Naples Global Advisors, LLC | 5,900 | $213.3K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,221 | $222.7K | 0.02% | −102−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,237 | $223.2K | 0.00% | −244−3.8% | Reduced |
| Ethic Inc. | 6,536 | $233.9K | 0.01% | −216−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 6,525 | $235.8K | 0.00% | +470+7.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,700 | $239.8K | 0.03% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 6,700 | $239.8K | 0.18% | +6,700 | New |
| Toroso Investments, LLC | 6,761 | $242.0K | 0.00% | +6,761 | New |
| Metropolitan Life Insurance Co | 6,878 | $246.2K | 0.01% | −659−8.7% | Reduced |
| Two Sigma Securities, LLC | 6,940 | $248.4K | 0.01% | −4,244−37.9% | Reduced |
| Brown Brothers Harriman & Co | 6,974 | $249.6K | 0.00% | +1,965+39.2% | Added |
| Peoples Bank | 7,044 | $252.1K | 0.14% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 7,076 | $253.4K | 0.00% | +347+5.2% | Added |
| Stratos Wealth Advisors, LLC | 7,870 | $281.7K | 0.02% | −161−2.0% | Reduced |