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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 10,500 | $389.6K | 0.00% | +10,500 | New |
| Securian Asset Management, Inc | 10,489 | $389.1K | 0.01% | −268−2.5% | Reduced |
| Cetera Investment Advisers | 10,430 | $386.9K | 0.00% | −620−5.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 10,303 | $382.2K | 0.08% | +2,526+32.5% | Added |
| Belpointe Asset Management LLC | 10,133 | $375.9K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,029 | $372.1K | 0.00% | +2,468+32.6% | Added |
| IFP Advisors, Inc | 9,849 | $365.4K | 0.01% | +563+6.1% | Added |
| ExodusPoint Capital Management, LP | 9,428 | $350.0K | 0.00% | −51,383−84.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 9,422 | $349.5K | 0.07% | +9,422 | New |
| Jamison Private Wealth Management, Inc. | 9,348 | $346.8K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 9,258 | $343.4K | 0.05% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 9,450 | $337.7K | 0.09% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 9,007 | $334.2K | 0.23% | +51+0.6% | Added |
| Commonwealth Financial Services, LLC | 9,235 | $332.6K | 0.07% | −15,014−61.9% | Reduced |
| Strategic Wealth Designers | 9,033 | $325.4K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,468 | $314.7K | 0.00% | +169+2.0% | Added |
| SG Americas Securities, LLC | 8,406 | $312.0K | 0.00% | −21,270−71.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,219 | $304.9K | 0.00% | −99−1.2% | Reduced |
| Mackenzie Financial Corp | 8,209 | $304.6K | 0.00% | +8,209 | New |
| Stratos Wealth Advisors, LLC | 8,201 | $304.3K | 0.01% | +14+0.2% | Added |
| Canal Capital Management, LLC | 8,062 | $299.1K | 0.05% | +7+0.1% | Added |
| D. E. Shaw & Co., Inc. | 8,015 | $297.4K | 0.00% | −47,655−85.6% | Reduced |
| Brown Brothers Harriman & Co | 7,941 | $294.6K | 0.00% | +2,307+40.9% | Added |
| Crossmark Global Holdings, Inc. | 7,820 | $290.0K | 0.01% | +13+0.2% | Added |
| Sargent Investment Group, LLC | 7,645 | $283.6K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,640 | $283.4K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 7,471 | $277.2K | 0.01% | +7,471 | New |
| Teton Advisors, Inc. | 7,400 | $274.5K | 0.12% | −600−7.5% | Reduced |
| Vise Technologies, Inc. | 7,356 | $272.9K | 0.03% | +7,356 | New |
| Dynamic Technology Lab Private Ltd | 7,217 | $268.0K | 0.03% | +7,217 | New |
| Goldstone Financial Group, LLC | 7,161 | $265.7K | 0.05% | +7,161 | New |
| Peoples Bank | 7,044 | $261.3K | 0.13% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,018 | $261.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 6,700 | $248.6K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,660 | $247.1K | 0.00% | +73+1.1% | Added |
| Neuberger Berman Group LLC | 6,647 | $246.6K | 0.00% | −2,300−25.7% | Reduced |
| Accordant Advisory Group Inc | 6,500 | $241.2K | 0.19% | 00.0% | Unchanged |
| Ethic Inc. | 6,536 | $233.9K | 0.01% | +6,536 | New |
| Salomon & Ludwin, LLC | 6,176 | $229.1K | 0.02% | −45−0.7% | Reduced |
| Sage Mountain Advisors LLC | 6,083 | $225.7K | 0.02% | +6,083 | New |
| Clearstead Advisors, LLC | 6,035 | $223.9K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,900 | $221.1K | 0.02% | +5,900 | New |
| Cassaday & Co Wealth Management LLC | 5,946 | $220.6K | 0.01% | +5,946 | New |
| Vestia Personal Wealth Advisors | 5,899 | $218.9K | 0.21% | +5,899 | New |
| MAI Capital Management | 5,795 | $215.0K | 0.00% | +5,795 | New |
| Courier Capital LLC | 5,789 | $214.8K | 0.01% | +5,789 | New |
| Centiva Capital, LP | 5,742 | $213.0K | 0.01% | +5,742 | New |
| Quest Partners LLC | 5,641 | $209.3K | 0.02% | +4,459+377.2% | Added |
| Marathon Strategic Advisors, LLC | 5,565 | $206.5K | 0.22% | +5,565 | New |
| Cary Street Partner Investment Advisory LLC | 5,519 | $204.8K | 0.01% | +5,519 | New |
| Beacon Investment Advisors LLC | 5,503 | $204.2K | 0.10% | +5,503 | New |
| Accurate Wealth Management, LLC | 5,368 | $203.5K | 0.04% | −602−10.1% | Reduced |
| Shelton Capital Management | 5,484 | $203.5K | 0.01% | +5,484 | New |
| Nisa Investment Advisors, LLC | 5,048 | $189.1K | 0.00% | −7,800−60.7% | Reduced |
| Granite FO LLC | 4,619 | $171.4K | 0.10% | +4,619 | New |
| Evermay Wealth Management LLC | 4,159 | $155.8K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 3,658 | $136.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,891 | $107.3K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,830 | $105.0K | 0.00% | −46−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,179 | $103.1K | 0.00% | −3,468−52.2% | Reduced |
| Ci Investments Inc. | 2,588 | $96.0K | 0.00% | −766−22.8% | Reduced |
| Shell Asset Management Co | 2,528 | $94.0K | 0.00% | +2,528 | New |
| Global Retirement Partners, LLC | 2,489 | $92.3K | 0.00% | +10.0% | Added |
| Danske Bank A/S | 2,400 | $89.0K | 0.00% | +2,400 | New |
| Steward Partners Investment Advisory, LLC | 2,222 | $82.4K | 0.00% | +3+0.1% | Added |
| GAMMA Investing LLC | 2,079 | $77.1K | 0.01% | +534+34.6% | Added |
| Catalyst Funds Management Pty Ltd | 2,000 | $74.2K | 0.02% | +2,000 | New |
| FNY Investment Advisers, LLC | 1,900 | $70.0K | 0.03% | +1,900 | New |
| Public Employees Retirement System of Ohio | 1,884 | $69.9K | 0.00% | −47−2.4% | Reduced |
| Key Financial Inc | 1,830 | $67.9K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,550 | $57.5K | 0.01% | +179+13.1% | Added |
| Covestor Ltd | 1,546 | $57.0K | 0.04% | +241+18.5% | Added |
| Massmutual Trust Co FSB | 1,518 | $56.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $56.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,319 | $48.0K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,214 | $45.0K | 0.03% | −77−6.0% | Reduced |
| Fifth Third Bancorp | 1,177 | $43.7K | 0.00% | +51+4.5% | Added |
| Aspire Private Capital, LLC | 1,131 | $42.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,080 | $40.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 857 | $31.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 844 | $31.3K | 0.00% | +594+237.6% | Added |
| Harbor Investment Advisory, LLC | 770 | $28.6K | 0.00% | −560−42.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 656 | $24.3K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 642 | $23.8K | 0.00% | +642 | New |
| Jaffetilchin Investment Partners, LLC | 614 | $22.8K | 0.00% | +614 | New |
| Glass Jacobson Investment Advisors llc | 588 | $21.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 556 | $20.5K | 0.00% | +56+11.2% | Added |
| Anchor Investment Management, LLC | 542 | $20.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 501 | $18.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 473 | $17.6K | 0.00% | −74−13.5% | Reduced |
| Manchester Capital Management LLC | 435 | $16.1K | 0.00% | −8−1.8% | Reduced |
| Gleason Group, Inc. | 432 | $16.0K | 0.00% | +5+1.2% | Added |
| Meeder Asset Management Inc | 422 | $15.7K | 0.00% | +422 | New |
| Burkett Financial Services, LLC | 385 | $14.3K | 0.01% | +4+1.0% | Added |
| Smartleaf Asset Management LLC | 375 | $13.8K | 0.00% | +289+336.0% | Added |
| PSI Advisors, LLC | 368 | $13.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 342 | $12.7K | 0.00% | +2+0.6% | Added |
| 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 |