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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 7,964 | $285.0K | 0.00% | −56−0.7% | Reduced |
| Teton Advisors, Inc. | 8,000 | $286.3K | 0.10% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 8,049 | $288.1K | 0.05% | +6+0.1% | Added |
| Pathstone Holdings, LLC | 8,057 | $288.4K | 0.00% | +1,149+16.6% | Added |
| Wealthspire Advisors, LLC | 8,201 | $294.0K | 0.00% | +12+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 8,385 | $300.1K | 0.00% | +273+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 8,509 | $304.5K | 0.00% | +8,509 | New |
| Sargent Investment Group, LLC | 8,645 | $309.4K | 0.07% | −1,250−12.6% | Reduced |
| City Center Advisors, LLC | 8,642 | $312.5K | 0.37% | +8,642 | New |
| Crossmark Global Holdings, Inc. | 8,744 | $313.0K | 0.01% | −378−4.1% | Reduced |
| Braun-Bostich & Associates Inc. | 8,906 | $318.7K | 0.27% | −20.0% | Reduced |
| Halpern Financial, Inc. | 9,450 | $323.4K | 0.09% | 00.0% | Unchanged |
| Cipher Capital LP | 9,071 | $324.7K | 0.15% | +2,479+37.6% | Added |
| Catalyst Funds Management Pty Ltd | 9,300 | $332.8K | 0.09% | +9,300 | New |
| IFP Advisors, Inc | 9,317 | $333.4K | 0.01% | −660−6.6% | Reduced |
| SG Americas Securities, LLC | 9,326 | $334.0K | 0.00% | +5,305+131.9% | Added |
| Daiwa Securities Group Inc. | 9,336 | $334.0K | 0.00% | +9,336 | New |
| Jamison Private Wealth Management, Inc. | 9,348 | $334.6K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,473 | $339.0K | 0.00% | −823−8.0% | Reduced |
| D. E. Shaw & Co., Inc. | 9,807 | $351.0K | 0.00% | +9,807 | New |
| STRS Ohio | 9,900 | $354.0K | 0.00% | −21,600−68.6% | Reduced |
| Profund Advisors LLC | 9,948 | $356.0K | 0.01% | −27−0.3% | Reduced |
| CWM Advisors, LLC | 9,976 | $357.0K | 0.04% | −234−2.3% | Reduced |
| Los Angeles Capital Management LLC | 10,045 | $359.5K | 0.00% | −1,662−14.2% | Reduced |
| Belpointe Asset Management LLC | 10,133 | $362.6K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 10,608 | $379.7K | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,675 | $382.1K | 0.00% | −19,125−64.2% | Reduced |
| Advantage Alpha Capital Partners LP | 10,760 | $385.1K | 0.07% | −3,670−25.4% | Reduced |
| Curran Financial Partners, LLC | 10,781 | $385.9K | 0.13% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,858 | $388.6K | 0.00% | −15,118−58.2% | Reduced |
| Lincoln National Corp | 11,037 | $395.0K | 0.01% | −147−1.3% | Reduced |
| Securian Asset Management, Inc | 11,070 | $396.2K | 0.01% | −258−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,223 | $401.7K | 0.00% | −379−3.3% | Reduced |
| Toth Financial Advisory Corp | 11,738 | $420.1K | 0.05% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 11,770 | $421.3K | 0.19% | +116+1.0% | Added |
| JustInvest LLC | 11,888 | $425.5K | 0.01% | −1,843−13.4% | Reduced |
| Cetera Investment Advisers | 12,027 | $430.5K | 0.00% | +12,027 | New |
| CWA Asset Management Group, LLC | 12,425 | $444.7K | 0.03% | 00.0% | Unchanged |
| Janney Capital Management LLC | 12,517 | $448.0K | 0.03% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 12,606 | $451.0K | 0.01% | −20,627−62.1% | Reduced |
| United Services Automobile Association | 12,671 | $453.5K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 12,784 | $457.5K | 0.13% | −729−5.4% | Reduced |
| RIA Advisory Group LLC | 13,680 | $489.6K | 0.20% | +13,680 | New |
| Aquatic Capital Management LLC | 13,900 | $497.5K | 0.02% | +13,900 | New |
| Public Employees Retirement Association of Colorado | 14,420 | $516.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,574 | $521.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,939 | $535.0K | 0.00% | −1,778−10.6% | Reduced |
| Connable Office Inc | 15,650 | $560.1K | 0.06% | +753+5.1% | Added |
| Pictet Asset Management Holding SA | 15,685 | $561.4K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 16,686 | $597.2K | 0.02% | +179+1.1% | Added |
| Northstar Asset Management LLC | 17,268 | $618.0K | 0.15% | 00.0% | Unchanged |
| Schroder Investment Management Group | 17,414 | $623.2K | 0.00% | +6,364+57.6% | Added |
| Synovus Financial Corp | 17,475 | $625.4K | 0.01% | +1,376+8.5% | Added |
| Davenport & Co LLC | 18,270 | $653.9K | 0.00% | −718−3.8% | Reduced |
| Advisory Services Network, LLC | 18,294 | $654.7K | 0.01% | +14,006+326.6% | Added |
| Xponance, Inc. | 19,119 | $684.3K | 0.01% | −232−1.2% | Reduced |
| Keybank National Association | 19,397 | $694.2K | 0.00% | +4,927+34.0% | Added |
| Teza Capital Management LLC | 19,457 | $696.4K | 0.09% | +4,175+27.3% | Added |
| Family Asset Management, LLC | 19,720 | $705.8K | 0.44% | −20,500−51.0% | Reduced |
| Prospera Financial Services Inc | 19,737 | $706.4K | 0.02% | +698+3.7% | Added |
| Federated Hermes, Inc. | 20,085 | $718.8K | 0.00% | −39,421−66.2% | Reduced |
| Pacer Advisors, Inc. | 20,108 | $719.7K | 0.00% | −176−0.9% | Reduced |
| HighTower Advisors, LLC | 20,095 | $720.0K | 0.00% | +1,845+10.1% | Added |
| Resources Management Corp | 20,500 | $734.0K | 0.11% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 21,309 | $762.6K | 0.12% | −110−0.5% | Reduced |
| Heritage Wealth Advisors | 21,809 | $780.6K | 0.04% | +49+0.2% | Added |
| Moors & Cabot, Inc. | 22,022 | $788.2K | 0.04% | −28−0.1% | Reduced |
| Handelsbanken Fonder AB | 22,146 | $793.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 22,590 | $808.5K | 0.00% | +11,250+99.2% | Added |
| US Bancorp | 22,600 | $808.9K | 0.00% | −2,056−8.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 23,386 | $837.0K | 0.06% | −11,202−32.4% | Reduced |
| Commonwealth Financial Services, LLC | 22,328 | $838.4K | 0.20% | 00.0% | Unchanged |
| Huntington National Bank | 23,614 | $845.1K | 0.01% | +57+0.2% | Added |
| Mariner, LLC | 23,850 | $853.6K | 0.00% | +1,217+5.4% | Added |
| Verity Asset Management, Inc. | 24,021 | $859.7K | 0.48% | +1,289+5.7% | Added |
| Foster Victor Wealth Advisors, LLC | 26,630 | $885.4K | 0.08% | 00.0% | Unchanged |
| Main Street Group, LTD | 25,618 | $901.1K | 0.39% | +21,896+588.3% | Added |
| Ontario Teachers Pension Plan Board | 25,187 | $901.4K | 0.01% | +25,187 | New |
| Sandy Spring Bank | 26,508 | $948.7K | 0.04% | −1,000−3.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 27,048 | $968.0K | 0.08% | +27,048 | New |
| Royal Bank of Canada | 27,335 | $978.0K | 0.00% | −25,776−48.5% | Reduced |
| New Mexico Educational Retirement Board | 27,400 | $981.0K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,969 | $1.00M | 0.00% | +541+2.0% | Added |
| HSBC Holdings PLC | 28,565 | $1.02M | 0.00% | +21,632+312.0% | Added |
| Tranquility Partners, LLC | 29,185 | $1.04M | 0.40% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,777 | $1.07M | 0.01% | +30.0% | Added |
| Atria Investments LLC | 29,947 | $1.07M | 0.01% | +29,947 | New |
| Northwestern Mutual Investment Management Company, LLC | 30,026 | $1.07M | 0.03% | +70.0% | Added |
| Kingsview Wealth Management, LLC | 30,557 | $1.09M | 0.03% | −47−0.2% | Reduced |
| Klingman & Associates, LLC | 30,596 | $1.10M | 0.08% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 31,032 | $1.11M | 0.40% | −74−0.2% | Reduced |
| State of Michigan Retirement System | 33,013 | $1.18M | 0.01% | +600+1.9% | Added |
| Oregon Public Employees Retirement Fund | 33,292 | $1.19M | 0.02% | −4,591−12.1% | Reduced |
| Jefferies Financial Group Inc. | 33,400 | $1.20M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 34,271 | $1.23M | 0.00% | −874−2.5% | Reduced |
| Voloridge Investment Management, LLC | 34,294 | $1.23M | 0.00% | +34,294 | New |
| Janney Montgomery Scott LLC | 34,903 | $1.25M | 0.00% | −4,724−11.9% | Reduced |
| TCM Advisors, LLC | – | $1.25M | 0.99% | – | – |
| GWM Advisors LLC | 35,100 | $1.26M | 0.01% | +23,906+213.6% | Added |
| Arizona State Retirement System | 37,083 | $1.33M | 0.01% | −638−1.7% | Reduced |