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 |
|---|---|---|---|---|---|
| City Center Advisors, LLC | 8,642 | $312.5K | 0.37% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 9,450 | $306.6K | 0.08% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 9,348 | $303.3K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,286 | $301.3K | 0.01% | −31−0.3% | Reduced |
| City Holding Co | 9,258 | $300.2K | 0.04% | −1,350−12.7% | Reduced |
| Strategic Wealth Designers | 9,033 | $291.7K | 0.04% | +9,033 | New |
| Braun-Bostich & Associates Inc. | 8,956 | $290.5K | 0.22% | +50+0.6% | Added |
| Neuberger Berman Group LLC | 8,947 | $290.2K | 0.00% | +3,327+59.2% | Added |
| Los Angeles Capital Management LLC | 8,762 | $284.2K | 0.00% | −1,283−12.8% | Reduced |
| HSBC Holdings PLC | 8,622 | $279.4K | 0.00% | −19,943−69.8% | Reduced |
| Teza Capital Management LLC | 8,352 | $270.9K | 0.03% | −11,105−57.1% | Reduced |
| Pathstone Holdings, LLC | 8,346 | $270.8K | 0.00% | +289+3.6% | Added |
| Mutual Advisors, LLC | 7,018 | $270.5K | 0.01% | +7,018 | New |
| Northwestern Mutual Wealth Management Co | 8,318 | $269.8K | 0.00% | −67−0.8% | Reduced |
| Wealthspire Advisors, LLC | 8,299 | $269.7K | 0.00% | +98+1.2% | Added |
| Stratos Wealth Advisors, LLC | 8,187 | $265.6K | 0.01% | +317+4.0% | Added |
| Canal Capital Management, LLC | 8,055 | $261.3K | 0.04% | +6+0.1% | Added |
| Teton Advisors, Inc. | 8,000 | $259.5K | 0.11% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,807 | $253.0K | 0.00% | −937−10.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,777 | $252.3K | 0.06% | +7,777 | New |
| Sargent Investment Group, LLC | 7,645 | $248.0K | 0.05% | −1,000−11.6% | Reduced |
| United Capital Financial Advisers, LLC | 7,640 | $247.8K | 0.00% | −324−4.1% | Reduced |
| Kestra Advisory Services, LLC | 7,561 | $245.3K | 0.00% | −1,912−20.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,647 | $237.9K | 0.00% | +6,431+2,977.3% | Added |
| Peoples Bank | 7,044 | $228.5K | 0.12% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,029 | $228.0K | 0.00% | −1,480−17.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,700 | $216.3K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,587 | $213.7K | 0.00% | +350+5.6% | Added |
| Accurate Wealth Management, LLC | 5,970 | $211.2K | 0.05% | +91+1.5% | Added |
| Accordant Advisory Group Inc | 6,500 | $210.9K | 0.20% | −200−3.0% | Reduced |
| Salomon & Ludwin, LLC | 6,221 | $201.8K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,035 | $195.8K | 0.00% | +6,035 | New |
| Brown Brothers Harriman & Co | 5,634 | $182.8K | 0.00% | −1,340−19.2% | Reduced |
| Evermay Wealth Management LLC | 4,159 | $136.4K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 3,658 | $119.0K | 0.00% | +695+23.5% | Added |
| Innealta Capital, LLC | 3,590 | $116.5K | 0.04% | +3,590 | New |
| Ci Investments Inc. | 3,354 | $109.0K | 0.00% | +1,154+52.5% | Added |
| Hilltop National Bank | 2,891 | $93.8K | 0.03% | +209+7.8% | Added |
| Principal Securities, Inc. | 2,876 | $93.3K | 0.00% | +96+3.5% | Added |
| Global Retirement Partners, LLC | 2,488 | $80.7K | 0.00% | −11−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,219 | $72.0K | 0.00% | +245+12.4% | Added |
| Public Employees Retirement System of Ohio | 1,931 | $62.6K | 0.00% | +61+3.3% | Added |
| Key Financial Inc | 1,830 | $59.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,545 | $50.1K | 0.01% | +1,108+253.5% | Added |
| Massmutual Trust Co FSB | 1,518 | $49.2K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $49.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,371 | $44.5K | 0.01% | +171+14.2% | Added |
| Harbor Investment Advisory, LLC | 1,330 | $43.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Clarity Asset Management, Inc. | 1,291 | $41.9K | 0.03% | +220+20.5% | Added |
| Quest Partners LLC | 1,182 | $38.3K | 0.01% | −2,363−66.7% | Reduced |
| Aspire Private Capital, LLC | 1,131 | $36.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,126 | $36.5K | 0.00% | +96+9.3% | Added |
| Nomura Asset Management Co Ltd | 1,080 | $35.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,000 | $32.4K | 0.02% | +100+11.1% | Added |
| Private Trust Co NA | 857 | $27.8K | 0.00% | −1,055−55.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 656 | $21.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 594 | $19.3K | 0.01% | +594 | New |
| Glass Jacobson Investment Advisors llc | 588 | $19.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 547 | $17.8K | 0.00% | −4,941−90.0% | Reduced |
| Anchor Investment Management, LLC | 542 | $17.6K | 0.00% | −2,000−78.7% | Reduced |
| Salem Investment Counselors Inc | 501 | $16.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $16.2K | 0.00% | +500 | New |
| EverSource Wealth Advisors, LLC | 409 | $15.9K | 0.00% | +2+0.5% | Added |
| Manchester Capital Management LLC | 443 | $14.4K | 0.00% | +443 | New |
| Gleason Group, Inc. | 427 | $13.8K | 0.00% | +5+1.2% | Added |
| Burkett Financial Services, LLC | 381 | $12.4K | 0.01% | −3,606−90.4% | Reduced |
| PSI Advisors, LLC | 368 | $11.9K | 0.00% | −388−51.3% | Reduced |
| MV Capital Management, Inc. | 340 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $9.45K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $9.08K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 252 | $8.18K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 250 | $8.11K | 0.00% | −28−10.1% | Reduced |
| Private Wealth Management Group, LLC | 241 | $7.82K | 0.00% | −11−4.4% | Reduced |
| Central Trust Co | 232 | $7.53K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $7.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 207 | $6.71K | 0.00% | +207 | New |
| SRS Capital Advisors, Inc. | 189 | $6.13K | 0.00% | +189 | New |
| Quarry LP | 186 | $6.03K | 0.00% | +186 | New |
| 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 |
| Macroview Investment Management LLC | 151 | $4.90K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $4.74K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.25K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $3.92K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 79 | $3.00K | 0.00% | +19+31.7% | Added |
| Proequities, Inc. | 90 | $2.95K | 0.00% | −23−20.4% | Reduced |
| Farther Finance Advisors, LLC | 91 | $2.94K | 0.00% | +10+12.3% | Added |
| Smartleaf Asset Management LLC | 86 | $2.74K | 0.00% | +25+41.0% | Added |
| Carolinas Wealth Consulting LLC | 82 | $2.69K | 0.00% | −11−11.8% | Reduced |
| Bell Investment Advisors, Inc | 81 | $2.63K | 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 |
| Mather Group, LLC. | 64 | $2.29K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $2.11K | 0.00% | −521−88.9% | Reduced |
| JFS Wealth Advisors, LLC | 62 | $2.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $1.69K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 51 | $1.65K | 0.00% | +51 | New |
| Signaturefd, LLC | 42 | $1.36K | 0.00% | −29−40.8% | Reduced |