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, Q4 2024
Institutional positions in United Bankshares Inc as of Dec 31, 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
- 347
- +16 vs. Q3 2024
- Shares held
- 99.8M
- +3.98M (+4.2%) vs. Q3 2024
- Total value
- $3.75B
- +$193.0M (+5.4%) vs. Q3 2024
- New holders
- 45
- 122 more added
- Sold out
- 29
- 113 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 1 | $38 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 4 | $150 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 8 | $300 | 0.00% | +8 | New |
| CIBC Private Wealth Group, LLC | 9 | $324 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $902 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 31 | $1.00K | 0.00% | −294−90.5% | Reduced |
| Quadrant Capital Group LLC | 27 | $1.01K | 0.00% | −119−81.5% | Reduced |
| Proequities, Inc. | 28 | $1.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.09K | 0.00% | −5−14.7% | Reduced |
| Signaturefd, LLC | 42 | $1.58K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $1.80K | 0.00% | −15−23.8% | Reduced |
| Farmers & Merchants Investments Inc | 52 | $1.95K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $1.96K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 58 | $2.18K | 0.00% | +58 | New |
| Bokf, NA | 61 | $2.18K | 0.00% | +61 | New |
| Bogart Wealth, LLC | 71 | $2.67K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 72 | $2.73K | 0.00% | −8−10.0% | Reduced |
| Bell Investment Advisors, Inc | 81 | $3.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 84 | $3.15K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 87 | $3.27K | 0.00% | +87 | New |
| Versant Capital Management, Inc | 89 | $3.34K | 0.00% | +61+217.9% | Added |
| Farther Finance Advisors, LLC | 117 | $4.39K | 0.00% | +3+2.6% | Added |
| Rothschild Investment LLC | 120 | $4.51K | 0.00% | +25+26.3% | Added |
| Hollencrest Capital Management | 121 | $4.54K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.92K | 0.00% | 00.0% | Unchanged |
| Amundi | 137 | $5.06K | 0.00% | +137 | New |
| PSI Advisors, LLC | 151 | $5.67K | 0.00% | −217−59.0% | Reduced |
| LRI Investments, LLC | 186 | $6.98K | 0.00% | −21−10.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 193 | $7.00K | 0.00% | +40+26.1% | Added |
| SRS Capital Advisors, Inc. | 189 | $7.10K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $7.13K | 0.00% | +190 | New |
| Parallel Advisors, LLC | 226 | $8.49K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 241 | $9.05K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 252 | $9.46K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $9.81K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $10.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $11.3K | 0.00% | −2,100−87.5% | Reduced |
| MV Capital Management, Inc. | 342 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 343 | $13.0K | 0.00% | +166+93.8% | Added |
| Caitong International Asset Management Co., Ltd | 376 | $14.1K | 0.01% | +376 | New |
| Burkett Financial Services, LLC | 389 | $14.6K | 0.01% | +4+1.0% | Added |
| Smartleaf Asset Management LLC | 401 | $15.1K | 0.00% | +26+6.9% | Added |
| Quarry LP | 412 | $15.5K | 0.00% | +390+1,772.7% | Added |
| Mather Group, LLC. | 414 | $15.5K | 0.00% | +338+444.7% | Added |
| Harbor Capital Advisors, Inc. | 420 | $16.0K | 0.00% | +84+25.0% | Added |
| Manchester Capital Management LLC | 428 | $16.1K | 0.00% | −7−1.6% | Reduced |
| Gleason Group, Inc. | 436 | $16.4K | 0.00% | +4+0.9% | Added |
| Meeder Asset Management Inc | 473 | $17.8K | 0.00% | +51+12.1% | Added |
| Salem Investment Counselors Inc | 501 | $19.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 505 | $19.0K | 0.00% | +182+56.3% | Added |
| Anchor Investment Management, LLC | 542 | $20.4K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 588 | $22.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 642 | $24.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 699 | $26.2K | 0.00% | +699 | New |
| Harbor Investment Advisory, LLC | 770 | $28.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 844 | $31.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 857 | $32.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 866 | $32.5K | 0.00% | +310+55.8% | Added |
| Hexagon Capital Partners LLC | 1,132 | $42.5K | 0.01% | −418−27.0% | Reduced |
| Fifth Third Bancorp | 1,177 | $44.2K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,226 | $46.0K | 0.03% | +12+1.0% | Added |
| Covestor Ltd | 1,266 | $48.0K | 0.03% | −280−18.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,319 | $51.0K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,435 | $53.9K | 0.00% | +1,364+1,921.1% | Added |
| Nomura Asset Management Co Ltd | 1,480 | $55.6K | 0.00% | +400+37.0% | Added |
| Canton Hathaway, LLC | 1,501 | $56.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $57.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,830 | $68.7K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,877 | $70.5K | 0.00% | −7−0.4% | Reduced |
| FNY Investment Advisers, LLC | 1,900 | $71.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,052 | $77.1K | 0.00% | −1,127−35.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,075 | $77.9K | 0.00% | −147−6.6% | Reduced |
| Headlands Technologies LLC | 2,257 | $84.8K | 0.01% | +2,257 | New |
| GAMMA Investing LLC | 2,293 | $86.1K | 0.01% | +214+10.3% | Added |
| Point72 Hong Kong Ltd | 2,486 | $93.4K | 0.01% | +2,486 | New |
| Shell Asset Management Co | 2,528 | $95.0K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 2,555 | $95.9K | 0.09% | +2,555 | New |
| Ci Investments Inc. | 2,595 | $97.0K | 0.00% | +7+0.3% | Added |
| Global Retirement Partners, LLC | 2,588 | $97.2K | 0.00% | +99+4.0% | Added |
| Point72 (DIFC) Ltd | 2,599 | $97.6K | 0.01% | +2,599 | New |
| Hilltop National Bank | 2,683 | $100.7K | 0.03% | −208−7.2% | Reduced |
| Principal Securities, Inc. | 3,115 | $117.0K | 0.00% | +285+10.1% | Added |
| Hopwood Financial Services, Inc. | 3,125 | $117.3K | 0.09% | +3,125 | New |
| Horizon Investments, LLC | 3,769 | $141.5K | 0.00% | +3,769 | New |
| Evermay Wealth Management LLC | 4,159 | $157.7K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 4,619 | $173.4K | 0.10% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 5,353 | $201.0K | 0.04% | +5,353 | New |
| Tudor Investment Corp Et Al | 5,373 | $201.8K | 0.00% | +5,373 | New |
| Ethic Inc. | 5,435 | $204.1K | 0.00% | −1,101−16.8% | Reduced |
| RSM US Wealth Management LLC | 5,451 | $205.5K | 0.00% | +5,451 | New |
| Cary Street Partners Financial LLC | 5,519 | $207.2K | 0.01% | +5,519 | New |
| Beacon Investment Advisors LLC | 5,544 | $208.2K | 0.10% | +41+0.7% | Added |
| Nisa Investment Advisors, LLC | 5,656 | $214.5K | 0.00% | +608+12.0% | Added |
| Courier Capital LLC | 5,789 | $217.4K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 5,916 | $222.0K | 0.00% | +2,258+61.7% | Added |
| Cassaday & Co Wealth Management LLC | 5,946 | $223.3K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,900 | $223.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,020 | $226.1K | 0.02% | −156−2.5% | Reduced |