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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 6,647 | $246.6K | 0.00% | −2,300−25.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,660 | $247.1K | 0.00% | +73+1.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,700 | $248.6K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,018 | $261.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 7,044 | $261.3K | 0.13% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 7,161 | $265.7K | 0.05% | +7,161 | New |
| Dynamic Technology Lab Private Ltd | 7,217 | $268.0K | 0.03% | +7,217 | New |
| Vise Technologies, Inc. | 7,356 | $272.9K | 0.03% | +7,356 | New |
| Teton Advisors, Inc. | 7,400 | $274.5K | 0.12% | −600−7.5% | Reduced |
| LMR Partners LLP | 7,471 | $277.2K | 0.01% | +7,471 | New |
| United Capital Financial Advisers, LLC | 7,640 | $283.4K | 0.00% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 7,645 | $283.6K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,820 | $290.0K | 0.01% | +13+0.2% | Added |
| Brown Brothers Harriman & Co | 7,941 | $294.6K | 0.00% | +2,307+40.9% | Added |
| D. E. Shaw & Co., Inc. | 8,015 | $297.4K | 0.00% | −47,655−85.6% | Reduced |
| Canal Capital Management, LLC | 8,062 | $299.1K | 0.05% | +7+0.1% | Added |
| Stratos Wealth Advisors, LLC | 8,201 | $304.3K | 0.01% | +14+0.2% | Added |
| Mackenzie Financial Corp | 8,209 | $304.6K | 0.00% | +8,209 | New |
| Northwestern Mutual Wealth Management Co | 8,219 | $304.9K | 0.00% | −99−1.2% | Reduced |
| SG Americas Securities, LLC | 8,406 | $312.0K | 0.00% | −21,270−71.7% | Reduced |
| Wealthspire Advisors, LLC | 8,468 | $314.7K | 0.00% | +169+2.0% | Added |
| Strategic Wealth Designers | 9,033 | $325.4K | 0.03% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 9,235 | $332.6K | 0.07% | −15,014−61.9% | Reduced |
| Braun-Bostich & Associates Inc. | 9,007 | $334.2K | 0.23% | +51+0.6% | Added |
| Halpern Financial, Inc. | 9,450 | $337.7K | 0.09% | 00.0% | Unchanged |
| City Holding Co | 9,258 | $343.4K | 0.05% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 9,348 | $346.8K | 0.05% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 9,422 | $349.5K | 0.07% | +9,422 | New |
| ExodusPoint Capital Management, LP | 9,428 | $350.0K | 0.00% | −51,383−84.5% | Reduced |
| IFP Advisors, Inc | 9,849 | $365.4K | 0.01% | +563+6.1% | Added |
| Kestra Advisory Services, LLC | 10,029 | $372.1K | 0.00% | +2,468+32.6% | Added |
| Belpointe Asset Management LLC | 10,133 | $375.9K | 0.02% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 10,303 | $382.2K | 0.08% | +2,526+32.5% | Added |
| Cetera Investment Advisers | 10,430 | $386.9K | 0.00% | −620−5.6% | Reduced |
| Securian Asset Management, Inc | 10,489 | $389.1K | 0.01% | −268−2.5% | Reduced |
| Allianz Asset Management GmbH | 10,500 | $389.6K | 0.00% | +10,500 | New |
| Versor Investments LP | 10,600 | $393.3K | 0.06% | +10,600 | New |
| Curran Financial Partners, LLC | 10,781 | $400.0K | 0.11% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,742 | $400.1K | 0.00% | +2,120+24.6% | Added |
| Los Angeles Capital Management LLC | 10,813 | $401.2K | 0.00% | +2,051+23.4% | Added |
| Toroso Investments, LLC | 10,970 | $407.0K | 0.00% | +893+8.9% | Added |
| Zacks Investment Management | 11,031 | $409.3K | 0.00% | +11,031 | New |
| CWM Advisors, LLC | 11,095 | $411.6K | 0.04% | +291+2.7% | Added |
| State of Wisconsin Investment Board | 11,122 | $412.6K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,434 | $424.2K | 0.02% | +1,541+15.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,581 | $429.6K | 0.00% | −500−4.1% | Reduced |
| Toth Financial Advisory Corp | 11,738 | $435.5K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 11,982 | $444.5K | 0.01% | +11,982 | New |
| Brown Miller Wealth Management, LLC | 12,027 | $446.2K | 0.17% | +135+1.1% | Added |
| Tower Research Capital LLC (TRC) | 12,105 | $449.1K | 0.01% | −27,928−69.8% | Reduced |
| Integrated Investment Consultants, LLC | 12,267 | $455.1K | 0.10% | −517−4.0% | Reduced |
| Daiwa Securities Group Inc. | 12,328 | $457.0K | 0.00% | +427+3.6% | Added |
| CWA Asset Management Group, LLC | 12,425 | $461.0K | 0.02% | +12,425 | New |
| Janney Capital Management LLC | 12,517 | $464.0K | 0.03% | 00.0% | Unchanged |
| Lynx Investment Advisory | 12,507 | $464.0K | 0.33% | +12+0.1% | Added |
| Illinois Municipal Retirement Fund | 12,606 | $467.7K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,636 | $468.8K | 0.00% | +4,290+51.4% | Added |
| Pinnacle Financial Partners Inc | 12,839 | $476.3K | 0.01% | +12,839 | New |
| Ontario Teachers Pension Plan Board | 12,911 | $479.0K | 0.00% | −2,581−16.7% | Reduced |
| RIA Advisory Group LLC | 13,346 | $495.2K | 0.17% | +13,346 | New |
| JustInvest LLC | 13,371 | $496.1K | 0.01% | +1,004+8.1% | Added |
| Truist Financial Corp | 13,498 | $500.8K | 0.00% | −63,031−82.4% | Reduced |
| Advantage Alpha Capital Partners LP | 13,690 | $507.9K | 0.12% | +3,952+40.6% | Added |
| CI Private Wealth, LLC | 14,063 | $521.7K | 0.00% | +14,063 | New |
| Northstar Asset Management LLC | 14,068 | $521.9K | 0.12% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 14,420 | $535.0K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 15,049 | $558.3K | 0.06% | −601−3.8% | Reduced |
| State of Alaska, Department of Revenue | 15,634 | $580.0K | 0.01% | +1,060+7.3% | Added |
| Brighton Jones LLC | 16,125 | $598.2K | 0.02% | −504−3.0% | Reduced |
| Davenport & Co LLC | 16,462 | $610.7K | 0.00% | −925−5.3% | Reduced |
| Advisory Services Network, LLC | 19,130 | $620.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 16,979 | $630.0K | 0.00% | +2,025+13.5% | Added |
| Federated Hermes, Inc. | 17,626 | $653.9K | 0.00% | −1,005−5.4% | Reduced |
| Rockefeller Capital Management L.P. | 17,845 | $662.1K | 0.00% | −1,062−5.6% | Reduced |
| Advisor Group Holdings, Inc. | 17,929 | $665.2K | 0.00% | −16,572−48.0% | Reduced |
| Xponance, Inc. | 18,072 | $670.5K | 0.01% | +55+0.3% | Added |
| Readystate Asset Management LP | 18,422 | $683.5K | 0.04% | +5,824+46.2% | Added |
| Prospera Financial Services Inc | 19,298 | $716.0K | 0.02% | +80.0% | Added |
| Pacer Advisors, Inc. | 19,676 | $730.0K | 0.00% | −591−2.9% | Reduced |
| HighTower Advisors, LLC | 19,542 | $730.0K | 0.00% | +332+1.7% | Added |
| Family Asset Management, LLC | 19,720 | $731.6K | 0.44% | 00.0% | Unchanged |
| Intech Investment Management LLC | 19,735 | $732.2K | 0.01% | +19,735 | New |
| Resources Management Corp | 20,500 | $761.0K | 0.10% | 00.0% | Unchanged |
| Synovus Financial Corp | 20,727 | $769.0K | 0.01% | +154+0.7% | Added |
| Pictet Asset Management Holding SA | 20,939 | $775.7K | 0.00% | +3,734+21.7% | Added |
| HRT Financial LP | 20,955 | $777.0K | 0.00% | +20,955 | New |
| Keybank National Association | 20,982 | $778.4K | 0.00% | +576+2.8% | Added |
| Linden Thomas Advisory Services, LLC | 20,993 | $778.8K | 0.11% | −118−0.6% | Reduced |
| US Bancorp | 21,393 | $793.7K | 0.00% | −1,091−4.9% | Reduced |
| STRS Ohio | 21,500 | $797.6K | 0.00% | +6,600+44.3% | Added |
| Moors & Cabot, Inc. | 21,810 | $809.1K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 21,924 | $813.4K | 0.04% | +59+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 21,704 | $813.5K | 0.01% | +14,675+208.8% | Added |
| McKinley Carter Wealth Services, Inc. | 23,546 | $873.5K | 0.05% | +89+0.4% | Added |
| Mariner, LLC | 23,639 | $876.6K | 0.00% | +433+1.9% | Added |
| Huntington National Bank | 23,671 | $878.2K | 0.01% | +20.0% | Added |
| Main Street Group, LTD | 25,164 | $933.6K | 0.37% | −464−1.8% | Reduced |
| Sandy Spring Bank | 25,508 | $946.3K | 0.04% | −1,000−3.8% | Reduced |
| Kingsview Wealth Management, LLC | 25,976 | $963.7K | 0.02% | −3,916−13.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 26,630 | $971.5K | 0.08% | 00.0% | Unchanged |