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, Q2 2024
Institutional positions in United Bankshares Inc as of Jun 30, 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
- 305
- −6 vs. Q1 2024
- Shares held
- 96.5M
- +879.5K (+0.9%) vs. Q1 2024
- Total value
- $3.13B
- −$291.6M (−8.5%) vs. Q1 2024
- New holders
- 27
- 110 more added
- Sold out
- 33
- 107 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| CIBC Private Wealth Group, LLC | 9 | $273 | 0.00% | −867−99.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $779 | 0.00% | +3+14.3% | Added |
| Versant Capital Management, Inc | 28 | $908 | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 34 | $1.10K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $1.36K | 0.00% | −29−40.8% | Reduced |
| Creative Financial Designs Inc | 51 | $1.65K | 0.00% | +51 | New |
| Farmers & Merchants Investments Inc | 52 | $1.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $2.01K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $2.11K | 0.00% | −521−88.9% | Reduced |
| Mather Group, LLC. | 64 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $2.30K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 71 | $2.30K | 0.00% | +71 | New |
| Bell Investment Advisors, Inc | 81 | $2.63K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 82 | $2.69K | 0.00% | −11−11.8% | Reduced |
| Smartleaf Asset Management LLC | 86 | $2.74K | 0.00% | +25+41.0% | Added |
| Farther Finance Advisors, LLC | 91 | $2.94K | 0.00% | +10+12.3% | Added |
| Proequities, Inc. | 90 | $2.95K | 0.00% | −23−20.4% | Reduced |
| CWM, LLC | 79 | $3.00K | 0.00% | +19+31.7% | Added |
| Hollencrest Capital Management | 121 | $3.92K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.25K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $4.74K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 151 | $4.90K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 186 | $6.00K | 0.00% | −432−69.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $6.00K | 0.00% | −109−36.9% | Reduced |
| Quarry LP | 186 | $6.03K | 0.00% | +186 | New |
| SRS Capital Advisors, Inc. | 189 | $6.13K | 0.00% | +189 | New |
| LRI Investments, LLC | 207 | $6.71K | 0.00% | +207 | New |
| Parallel Advisors, LLC | 226 | $7.33K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $7.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 241 | $7.82K | 0.00% | −11−4.4% | Reduced |
| Umb Bank N A | 250 | $8.11K | 0.00% | −28−10.1% | Reduced |
| First United Bank Trust | 252 | $8.18K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $9.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $9.45K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 340 | $11.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 368 | $11.9K | 0.00% | −388−51.3% | Reduced |
| Burkett Financial Services, LLC | 381 | $12.4K | 0.01% | −3,606−90.4% | Reduced |
| Gleason Group, Inc. | 427 | $13.8K | 0.00% | +5+1.2% | Added |
| Manchester Capital Management LLC | 443 | $14.4K | 0.00% | +443 | New |
| EverSource Wealth Advisors, LLC | 409 | $15.9K | 0.00% | +2+0.5% | Added |
| Jones Financial Companies LLLP | 500 | $16.2K | 0.00% | +500 | New |
| Salem Investment Counselors Inc | 501 | $16.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 542 | $17.6K | 0.00% | −2,000−78.7% | Reduced |
| Spire Wealth Management | 547 | $17.8K | 0.00% | −4,941−90.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 588 | $19.1K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 594 | $19.3K | 0.01% | +594 | New |
| Allspring Global Investments Holdings, LLC | 656 | $21.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 857 | $27.8K | 0.00% | −1,055−55.2% | Reduced |
| nVerses Capital, LLC | 1,000 | $32.4K | 0.02% | +100+11.1% | Added |
| Nomura Asset Management Co Ltd | 1,080 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,126 | $36.5K | 0.00% | +96+9.3% | Added |
| Aspire Private Capital, LLC | 1,131 | $36.7K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,182 | $38.3K | 0.01% | −2,363−66.7% | Reduced |
| Clarity Asset Management, Inc. | 1,291 | $41.9K | 0.03% | +220+20.5% | Added |
| Hazlett, Burt & Watson, Inc. | 1,319 | $42.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,305 | $42.0K | 0.03% | +433+49.7% | Added |
| Harbor Investment Advisory, LLC | 1,330 | $43.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,371 | $44.5K | 0.01% | +171+14.2% | Added |
| Canton Hathaway, LLC | 1,501 | $49.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $49.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,545 | $50.1K | 0.01% | +1,108+253.5% | Added |
| Key Financial Inc | 1,830 | $59.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,931 | $62.6K | 0.00% | +61+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,219 | $72.0K | 0.00% | +245+12.4% | Added |
| Global Retirement Partners, LLC | 2,488 | $80.7K | 0.00% | −11−0.4% | Reduced |
| Principal Securities, Inc. | 2,876 | $93.3K | 0.00% | +96+3.5% | Added |
| Hilltop National Bank | 2,891 | $93.8K | 0.03% | +209+7.8% | Added |
| Ci Investments Inc. | 3,354 | $109.0K | 0.00% | +1,154+52.5% | Added |
| Innealta Capital, LLC | 3,590 | $116.5K | 0.04% | +3,590 | New |
| KBC Group NV | 3,658 | $119.0K | 0.00% | +695+23.5% | Added |
| Evermay Wealth Management LLC | 4,159 | $136.4K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,634 | $182.8K | 0.00% | −1,340−19.2% | Reduced |
| Clearstead Advisors, LLC | 6,035 | $195.8K | 0.00% | +6,035 | New |
| Salomon & Ludwin, LLC | 6,221 | $201.8K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 6,500 | $210.9K | 0.20% | −200−3.0% | Reduced |
| Accurate Wealth Management, LLC | 5,970 | $211.2K | 0.05% | +91+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,587 | $213.7K | 0.00% | +350+5.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,700 | $216.3K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,029 | $228.0K | 0.00% | −1,480−17.4% | Reduced |
| Peoples Bank | 7,044 | $228.5K | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,647 | $237.9K | 0.00% | +6,431+2,977.3% | Added |
| Kestra Advisory Services, LLC | 7,561 | $245.3K | 0.00% | −1,912−20.2% | Reduced |
| United Capital Financial Advisers, LLC | 7,640 | $247.8K | 0.00% | −324−4.1% | Reduced |
| Sargent Investment Group, LLC | 7,645 | $248.0K | 0.05% | −1,000−11.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,777 | $252.3K | 0.06% | +7,777 | New |
| Crossmark Global Holdings, Inc. | 7,807 | $253.0K | 0.00% | −937−10.7% | Reduced |
| Teton Advisors, Inc. | 8,000 | $259.5K | 0.11% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 8,055 | $261.3K | 0.04% | +6+0.1% | Added |
| Stratos Wealth Advisors, LLC | 8,187 | $265.6K | 0.01% | +317+4.0% | Added |
| Wealthspire Advisors, LLC | 8,299 | $269.7K | 0.00% | +98+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 8,318 | $269.8K | 0.00% | −67−0.8% | Reduced |
| Mutual Advisors, LLC | 7,018 | $270.5K | 0.01% | +7,018 | New |
| Pathstone Holdings, LLC | 8,346 | $270.8K | 0.00% | +289+3.6% | Added |
| Teza Capital Management LLC | 8,352 | $270.9K | 0.03% | −11,105−57.1% | Reduced |
| HSBC Holdings PLC | 8,622 | $279.4K | 0.00% | −19,943−69.8% | Reduced |
| Los Angeles Capital Management LLC | 8,762 | $284.2K | 0.00% | −1,283−12.8% | Reduced |
| Neuberger Berman Group LLC | 8,947 | $290.2K | 0.00% | +3,327+59.2% | Added |
| Braun-Bostich & Associates Inc. | 8,956 | $290.5K | 0.22% | +50+0.6% | Added |
| Strategic Wealth Designers | 9,033 | $291.7K | 0.04% | +9,033 | New |