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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 280 | $10.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $9.50K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 252 | $9.35K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 241 | $8.94K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 207 | $8.76K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.61K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $8.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 189 | $7.01K | 0.00% | 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 |
| Macroview Investment Management LLC | 151 | $5.60K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 146 | $5.42K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 153 | $5.00K | 0.00% | +153 | New |
| HHM Wealth Advisors, LLC | 131 | $4.86K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $4.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 114 | $4.22K | 0.00% | +23+25.3% | Added |
| Rothschild Investment LLC | 95 | $3.52K | 0.00% | +30+46.2% | Added |
| JFS Wealth Advisors, LLC | 84 | $3.12K | 0.00% | +22+35.5% | Added |
| Bell Investment Advisors, Inc | 81 | $3.01K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 80 | $3.00K | 0.00% | −2−2.4% | Reduced |
| Mather Group, LLC. | 76 | $2.82K | 0.00% | +12+18.8% | Added |
| Bogart Wealth, LLC | 71 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 71 | $2.63K | 0.00% | +71 | New |
| EverSource Wealth Advisors, LLC | 63 | $2.34K | 0.00% | −346−84.6% | Reduced |
| Farmers & Merchants Investments Inc | 52 | $1.93K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $1.91K | 0.00% | +1+2.0% | Added |
| Signaturefd, LLC | 42 | $1.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $1.26K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 28 | $1.05K | 0.00% | −62−68.9% | Reduced |
| Versant Capital Management, Inc | 28 | $1.04K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 46 | $1.00K | 0.00% | +46 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $891 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 23 | $853 | 0.00% | +23 | New |
| Quarry LP | 22 | $816 | 0.00% | −164−88.2% | Reduced |
| Claris Advisors, LLC | 9 | $334 | 0.00% | +9 | New |
| CIBC Private Wealth Group, LLC | 9 | $319 | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −165,519−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −33,400−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,699−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −22,290−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −16,563−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −16,159−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −13,585−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,490−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,655−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,990−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,397−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,878−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −8,642−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,352−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −3,590−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |