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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 9,336 | $334.0K | 0.00% | +9,336 | New |
| IFP Advisors, Inc | 9,317 | $333.4K | 0.01% | −660−6.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 9,300 | $332.8K | 0.09% | +9,300 | New |
| Cipher Capital LP | 9,071 | $324.7K | 0.15% | +2,479+37.6% | Added |
| Halpern Financial, Inc. | 9,450 | $323.4K | 0.09% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 8,906 | $318.7K | 0.27% | −20.0% | Reduced |
| Crossmark Global Holdings, Inc. | 8,744 | $313.0K | 0.01% | −378−4.1% | Reduced |
| City Center Advisors, LLC | 8,642 | $312.5K | 0.37% | +8,642 | New |
| Sargent Investment Group, LLC | 8,645 | $309.4K | 0.07% | −1,250−12.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,509 | $304.5K | 0.00% | +8,509 | New |
| Northwestern Mutual Wealth Management Co | 8,385 | $300.1K | 0.00% | +273+3.4% | Added |
| Wealthspire Advisors, LLC | 8,201 | $294.0K | 0.00% | +12+0.1% | Added |
| Pathstone Holdings, LLC | 8,057 | $288.4K | 0.00% | +1,149+16.6% | Added |
| Canal Capital Management, LLC | 8,049 | $288.1K | 0.05% | +6+0.1% | Added |
| Teton Advisors, Inc. | 8,000 | $286.3K | 0.10% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,964 | $285.0K | 0.00% | −56−0.7% | Reduced |
| Stratos Wealth Advisors, LLC | 7,870 | $281.7K | 0.02% | −161−2.0% | Reduced |
| CI Private Wealth, LLC | 7,076 | $253.4K | 0.00% | +347+5.2% | Added |
| Peoples Bank | 7,044 | $252.1K | 0.14% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6,974 | $249.6K | 0.00% | +1,965+39.2% | Added |
| Two Sigma Securities, LLC | 6,940 | $248.4K | 0.01% | −4,244−37.9% | Reduced |
| Metropolitan Life Insurance Co | 6,878 | $246.2K | 0.01% | −659−8.7% | Reduced |
| Toroso Investments, LLC | 6,761 | $242.0K | 0.00% | +6,761 | New |
| 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 |
| Nisa Investment Advisors, LLC | 6,525 | $235.8K | 0.00% | +470+7.8% | Added |
| Ethic Inc. | 6,536 | $233.9K | 0.01% | −216−3.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,237 | $223.2K | 0.00% | −244−3.8% | Reduced |
| Salomon & Ludwin, LLC | 6,221 | $222.7K | 0.02% | −102−1.6% | Reduced |
| Naples Global Advisors, LLC | 5,900 | $213.3K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,949 | $212.9K | 0.01% | −573−8.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,946 | $212.8K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 5,908 | $211.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,795 | $207.4K | 0.00% | +5,795 | New |
| Courier Capital LLC | 5,789 | $207.2K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,781 | $206.9K | 0.00% | +5,781 | New |
| Schonfeld Strategic Advisors LLC | 5,693 | $203.8K | 0.00% | +5,693 | New |
| Neuberger Berman Group LLC | 5,620 | $201.1K | 0.00% | +5,620 | New |
| Accurate Wealth Management, LLC | 5,879 | $200.9K | 0.06% | −167−2.8% | Reduced |
| Spire Wealth Management | 5,488 | $196.4K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 4,619 | $178.5K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,159 | $150.4K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 3,987 | $142.7K | 0.07% | +29+0.7% | Added |
| Quest Partners LLC | 3,545 | $126.9K | 0.02% | +3,545 | New |
| KBC Group NV | 2,963 | $106.0K | 0.00% | +599+25.3% | Added |
| FNY Investment Advisers, LLC | 2,900 | $103.0K | 0.07% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,780 | $99.5K | 0.00% | −963−25.7% | Reduced |
| Hilltop National Bank | 2,682 | $96.0K | 0.03% | +2,682 | New |
| Anchor Investment Management, LLC | 2,542 | $91.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,499 | $89.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,676 | $87.0K | 0.00% | −293−9.9% | Reduced |
| First Manhattan Co | 2,288 | $81.9K | 0.00% | +1,895+482.2% | Added |
| New Covenant Trust Company, N.A. | 2,218 | $79.4K | 0.08% | +2,218 | New |
| Ci Investments Inc. | 2,200 | $79.0K | 0.00% | +410+22.9% | Added |
| Tower Research Capital LLC (TRC) | 2,131 | $76.3K | 0.00% | −33,369−94.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,974 | $70.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,912 | $68.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,870 | $66.9K | 0.00% | +96+5.4% | Added |
| Key Financial Inc | 1,830 | $65.5K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,932 | $64.1K | 0.04% | +1,093+130.3% | Added |
| Massmutual Trust Co FSB | 1,518 | $54.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $54.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,330 | $47.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,319 | $47.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,200 | $42.9K | 0.01% | −145−10.8% | Reduced |
| Aspire Private Capital, LLC | 1,131 | $40.5K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,080 | $38.7K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,071 | $38.3K | 0.03% | +40+3.9% | Added |
| Fifth Third Bancorp | 1,030 | $36.9K | 0.00% | +54+5.5% | Added |
| nVerses Capital, LLC | 900 | $32.2K | 0.08% | +900 | New |
| Covestor Ltd | 872 | $31.0K | 0.02% | −1,822−67.6% | Reduced |
| CIBC Private Wealth Group, LLC | 876 | $30.8K | 0.00% | +876 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 775 | $27.7K | 0.00% | +775 | New |
| PSI Advisors, LLC | 756 | $27.1K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 656 | $23.5K | 0.00% | +656 | New |
| Bessemer Group Inc | 618 | $22.0K | 0.00% | +432+232.3% | Added |
| Glass Jacobson Investment Advisors llc | 588 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 586 | $21.0K | 0.00% | +10+1.7% | Added |
| Salem Investment Counselors Inc | 501 | $18.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 437 | $15.6K | 0.00% | +57+15.0% | Added |
| Gleason Group, Inc. | 422 | $15.1K | 0.00% | +4+1.0% | Added |
| City State Bank | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 407 | $13.2K | 0.00% | +102+33.4% | Added |
| MV Capital Management, Inc. | 340 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 295 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $10.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 278 | $9.95K | 0.00% | +42+17.8% | Added |
| Allworth Financial LP | 256 | $9.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 252 | $9.02K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 252 | $9.02K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.30K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $8.09K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 216 | $7.73K | 0.00% | −274−55.9% | Reduced |
| LifeSteps Financial, Inc. | 158 | $5.66K | 0.00% | +158 | New |
| Macroview Investment Management LLC | 151 | $5.40K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $5.23K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.69K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 122 | $4.37K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $4.33K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 113 | $4.09K | 0.00% | 00.0% | Unchanged |