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, Q3 2024
Institutional positions in United Bankshares Inc as of Sep 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
- 336
- +32 vs. Q2 2024
- Shares held
- 96.2M
- +19.1M (+24.7%) vs. Q2 2024
- Total value
- $3.57B
- +$1.07B (+42.6%) vs. Q2 2024
- New holders
- 51
- 110 more added
- Sold out
- 19
- 103 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 9 | $319 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 9 | $334 | 0.00% | +9 | New |
| Quarry LP | 22 | $816 | 0.00% | −164−88.2% | Reduced |
| Capital Performance Advisors LLP | 23 | $853 | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $891 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 46 | $1.00K | 0.00% | +46 | New |
| Versant Capital Management, Inc | 28 | $1.04K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 28 | $1.05K | 0.00% | −62−68.9% | Reduced |
| SJS Investment Consulting Inc. | 34 | $1.26K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $1.56K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $1.91K | 0.00% | +1+2.0% | Added |
| Farmers & Merchants Investments Inc | 52 | $1.93K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $2.34K | 0.00% | −346−84.6% | Reduced |
| Bogart Wealth, LLC | 71 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 71 | $2.63K | 0.00% | +71 | New |
| Mather Group, LLC. | 76 | $2.82K | 0.00% | +12+18.8% | Added |
| Carolinas Wealth Consulting LLC | 80 | $3.00K | 0.00% | −2−2.4% | Reduced |
| Bell Investment Advisors, Inc | 81 | $3.01K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 84 | $3.12K | 0.00% | +22+35.5% | Added |
| Rothschild Investment LLC | 95 | $3.52K | 0.00% | +30+46.2% | Added |
| Farther Finance Advisors, LLC | 114 | $4.22K | 0.00% | +23+25.3% | Added |
| Hollencrest Capital Management | 121 | $4.49K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.86K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 153 | $5.00K | 0.00% | +153 | New |
| Quadrant Capital Group LLC | 146 | $5.42K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 151 | $5.60K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 177 | $7.00K | 0.00% | −9−4.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 189 | $7.01K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $8.38K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.61K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 207 | $8.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 241 | $8.94K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 252 | $9.35K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $9.50K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $10.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 323 | $12.0K | 0.00% | +244+308.9% | Added |
| Harbor Capital Advisors, Inc. | 336 | $12.0K | 0.00% | +336 | New |
| Picton Mahoney Asset Management | 325 | $12.0K | 0.00% | +325 | New |
| MV Capital Management, Inc. | 342 | $12.7K | 0.00% | +2+0.6% | Added |
| PSI Advisors, LLC | 368 | $13.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 375 | $13.8K | 0.00% | +289+336.0% | Added |
| Burkett Financial Services, LLC | 385 | $14.3K | 0.01% | +4+1.0% | Added |
| Meeder Asset Management Inc | 422 | $15.7K | 0.00% | +422 | New |
| Gleason Group, Inc. | 432 | $16.0K | 0.00% | +5+1.2% | Added |
| Manchester Capital Management LLC | 435 | $16.1K | 0.00% | −8−1.8% | Reduced |
| Spire Wealth Management | 473 | $17.6K | 0.00% | −74−13.5% | Reduced |
| Salem Investment Counselors Inc | 501 | $18.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 542 | $20.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 556 | $20.5K | 0.00% | +56+11.2% | Added |
| Glass Jacobson Investment Advisors llc | 588 | $21.8K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 614 | $22.8K | 0.00% | +614 | New |
| V-Square Quantitative Management LLC | 642 | $23.8K | 0.00% | +642 | New |
| Allspring Global Investments Holdings, LLC | 656 | $24.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 770 | $28.6K | 0.00% | −560−42.1% | Reduced |
| Umb Bank N A | 844 | $31.3K | 0.00% | +594+237.6% | Added |
| Private Trust Co NA | 857 | $31.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,080 | $40.1K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,131 | $42.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,177 | $43.7K | 0.00% | +51+4.5% | Added |
| Clarity Asset Management, Inc. | 1,214 | $45.0K | 0.03% | −77−6.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,319 | $48.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $56.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $56.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,546 | $57.0K | 0.04% | +241+18.5% | Added |
| Hexagon Capital Partners LLC | 1,550 | $57.5K | 0.01% | +179+13.1% | Added |
| Key Financial Inc | 1,830 | $67.9K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,884 | $69.9K | 0.00% | −47−2.4% | Reduced |
| FNY Investment Advisers, LLC | 1,900 | $70.0K | 0.03% | +1,900 | New |
| Catalyst Funds Management Pty Ltd | 2,000 | $74.2K | 0.02% | +2,000 | New |
| GAMMA Investing LLC | 2,079 | $77.1K | 0.01% | +534+34.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,222 | $82.4K | 0.00% | +3+0.1% | Added |
| Danske Bank A/S | 2,400 | $89.0K | 0.00% | +2,400 | New |
| Global Retirement Partners, LLC | 2,489 | $92.3K | 0.00% | +10.0% | Added |
| Shell Asset Management Co | 2,528 | $94.0K | 0.00% | +2,528 | New |
| Ci Investments Inc. | 2,588 | $96.0K | 0.00% | −766−22.8% | Reduced |
| Ronald Blue Trust, Inc. | 3,179 | $103.1K | 0.00% | −3,468−52.2% | Reduced |
| Principal Securities, Inc. | 2,830 | $105.0K | 0.00% | −46−1.6% | Reduced |
| Hilltop National Bank | 2,891 | $107.3K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 3,658 | $136.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,159 | $155.8K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 4,619 | $171.4K | 0.10% | +4,619 | New |
| Nisa Investment Advisors, LLC | 5,048 | $189.1K | 0.00% | −7,800−60.7% | Reduced |
| Shelton Capital Management | 5,484 | $203.5K | 0.01% | +5,484 | New |
| Accurate Wealth Management, LLC | 5,368 | $203.5K | 0.04% | −602−10.1% | Reduced |
| Beacon Investment Advisors LLC | 5,503 | $204.2K | 0.10% | +5,503 | New |
| Cary Street Partner Investment Advisory LLC | 5,519 | $204.8K | 0.01% | +5,519 | New |
| Marathon Strategic Advisors, LLC | 5,565 | $206.5K | 0.22% | +5,565 | New |
| Quest Partners LLC | 5,641 | $209.3K | 0.02% | +4,459+377.2% | Added |
| Centiva Capital, LP | 5,742 | $213.0K | 0.01% | +5,742 | New |
| Courier Capital LLC | 5,789 | $214.8K | 0.01% | +5,789 | New |
| MAI Capital Management | 5,795 | $215.0K | 0.00% | +5,795 | New |
| Vestia Personal Wealth Advisors | 5,899 | $218.9K | 0.21% | +5,899 | New |
| Cassaday & Co Wealth Management LLC | 5,946 | $220.6K | 0.01% | +5,946 | New |
| Naples Global Advisors, LLC | 5,900 | $221.1K | 0.02% | +5,900 | New |
| Clearstead Advisors, LLC | 6,035 | $223.9K | 0.00% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,083 | $225.7K | 0.02% | +6,083 | New |
| Salomon & Ludwin, LLC | 6,176 | $229.1K | 0.02% | −45−0.7% | Reduced |
| Ethic Inc. | 6,536 | $233.9K | 0.01% | +6,536 | New |
| Accordant Advisory Group Inc | 6,500 | $241.2K | 0.19% | 00.0% | Unchanged |