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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 12,007 | $450.9K | 0.00% | +976+8.8% | Added |
| Summit Financial, LLC | 11,818 | $448.1K | 0.02% | +11,818 | New |
| Toth Financial Advisory Corp | 11,738 | $440.8K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 11,695 | $439.1K | 0.00% | +5,900+101.8% | Added |
| Daiwa Securities Group Inc. | 11,602 | $436.0K | 0.00% | −726−5.9% | Reduced |
| Cetera Investment Advisers | 11,433 | $429.3K | 0.00% | +1,003+9.6% | Added |
| Kestra Private Wealth Services, LLC | 11,161 | $419.1K | 0.01% | +11,161 | New |
| Curran Financial Partners, LLC | 10,781 | $404.8K | 0.11% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10,666 | $400.5K | 0.04% | −429−3.9% | Reduced |
| Elo Mutual Pension Insurance Co | 10,491 | $393.9K | 0.01% | +10,491 | New |
| Belpointe Asset Management LLC | 10,133 | $393.9K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 10,198 | $382.9K | 0.01% | −291−2.8% | Reduced |
| Northstar Asset Management LLC | 10,068 | $378.1K | 0.09% | −4,000−28.4% | Reduced |
| IFP Advisors, Inc | 9,597 | $360.3K | 0.01% | −252−2.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 9,348 | $351.0K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 9,258 | $347.5K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,077 | $340.8K | 0.01% | −2,905−24.2% | Reduced |
| Strategic Wealth Designers | 9,033 | $339.2K | 0.02% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 8,922 | $335.0K | 0.24% | −85−0.9% | Reduced |
| Commonwealth Financial Services, LLC | 8,588 | $322.5K | 0.06% | −647−7.0% | Reduced |
| GTS Securities LLC | 8,448 | $317.2K | 0.02% | +8,448 | New |
| Inceptionr LLC | 8,425 | $316.4K | 0.07% | +8,425 | New |
| Wealthspire Advisors, LLC | 8,345 | $313.9K | 0.00% | −123−1.5% | Reduced |
| EntryPoint Capital, LLC | 8,268 | $310.5K | 0.13% | +8,268 | New |
| Northwestern Mutual Wealth Management Co | 8,219 | $308.6K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,209 | $308.2K | 0.00% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 8,154 | $306.2K | 0.27% | +8,154 | New |
| Aster Capital Management (DIFC) Ltd | 8,106 | $304.4K | 0.12% | +8,106 | New |
| Natural Investments, LLC | 8,101 | $304.0K | 0.08% | +8,101 | New |
| Canal Capital Management, LLC | 8,069 | $303.0K | 0.05% | +7+0.1% | Added |
| Goldstone Financial Group, LLC | 7,874 | $295.7K | 0.05% | +713+10.0% | Added |
| Crossmark Global Holdings, Inc. | 7,810 | $293.0K | 0.01% | −10−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 7,500 | $281.6K | 0.00% | +7,500 | New |
| Kestra Advisory Services, LLC | 7,487 | $281.1K | 0.00% | −2,542−25.3% | Reduced |
| Bridgefront Capital, LLC | 7,410 | $278.2K | 0.09% | +7,410 | New |
| Teton Advisors, Inc. | 7,400 | $277.9K | 0.14% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,316 | $274.7K | 0.00% | −625−7.9% | Reduced |
| Mutual Advisors, LLC | 7,018 | $267.4K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 7,044 | $264.5K | 0.16% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,684 | $251.0K | 0.00% | −4,286−39.1% | Reduced |
| Neuberger Berman Group LLC | 6,667 | $250.3K | 0.00% | +20+0.3% | Added |
| Alpha Omega Wealth Management LLC | 6,667 | $250.3K | 0.05% | +6,667 | New |
| Accordant Advisory Group Inc | 6,500 | $244.1K | 0.24% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 6,257 | $234.9K | 0.03% | −443−6.6% | Reduced |
| Allianz Asset Management GmbH | 6,100 | $229.1K | 0.00% | −4,400−41.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,082 | $228.4K | 0.00% | −578−8.7% | Reduced |
| Clearstead Advisors, LLC | 6,051 | $227.2K | 0.00% | +16+0.3% | Added |
| Salomon & Ludwin, LLC | 6,020 | $226.1K | 0.02% | −156−2.5% | Reduced |
| Naples Global Advisors, LLC | 5,900 | $223.7K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,946 | $223.3K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 5,916 | $222.0K | 0.00% | +2,258+61.7% | Added |
| Courier Capital LLC | 5,789 | $217.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,656 | $214.5K | 0.00% | +608+12.0% | Added |
| Beacon Investment Advisors LLC | 5,544 | $208.2K | 0.10% | +41+0.7% | Added |
| Cary Street Partners Financial LLC | 5,519 | $207.2K | 0.01% | +5,519 | New |
| RSM US Wealth Management LLC | 5,451 | $205.5K | 0.00% | +5,451 | New |
| Ethic Inc. | 5,435 | $204.1K | 0.00% | −1,101−16.8% | Reduced |
| Tudor Investment Corp Et Al | 5,373 | $201.8K | 0.00% | +5,373 | New |
| Milestone Asset Management, LLC | 5,353 | $201.0K | 0.04% | +5,353 | New |
| Granite FO LLC | 4,619 | $173.4K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,159 | $157.7K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,769 | $141.5K | 0.00% | +3,769 | New |
| Hopwood Financial Services, Inc. | 3,125 | $117.3K | 0.09% | +3,125 | New |
| Principal Securities, Inc. | 3,115 | $117.0K | 0.00% | +285+10.1% | Added |
| Hilltop National Bank | 2,683 | $100.7K | 0.03% | −208−7.2% | Reduced |
| Point72 (DIFC) Ltd | 2,599 | $97.6K | 0.01% | +2,599 | New |
| Global Retirement Partners, LLC | 2,588 | $97.2K | 0.00% | +99+4.0% | Added |
| Ci Investments Inc. | 2,595 | $97.0K | 0.00% | +7+0.3% | Added |
| Investment Management Corp | 2,555 | $95.9K | 0.09% | +2,555 | New |
| Shell Asset Management Co | 2,528 | $95.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,486 | $93.4K | 0.01% | +2,486 | New |
| GAMMA Investing LLC | 2,293 | $86.1K | 0.01% | +214+10.3% | Added |
| Headlands Technologies LLC | 2,257 | $84.8K | 0.01% | +2,257 | New |
| Steward Partners Investment Advisory, LLC | 2,075 | $77.9K | 0.00% | −147−6.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,052 | $77.1K | 0.00% | −1,127−35.5% | Reduced |
| FNY Investment Advisers, LLC | 1,900 | $71.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,877 | $70.5K | 0.00% | −7−0.4% | Reduced |
| Key Financial Inc | 1,830 | $68.7K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $57.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $56.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,480 | $55.6K | 0.00% | +400+37.0% | Added |
| Bryn Mawr Trust Co | 1,435 | $53.9K | 0.00% | +1,364+1,921.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,319 | $51.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,266 | $48.0K | 0.03% | −280−18.1% | Reduced |
| Clarity Asset Management, Inc. | 1,226 | $46.0K | 0.03% | +12+1.0% | Added |
| Fifth Third Bancorp | 1,177 | $44.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,132 | $42.5K | 0.01% | −418−27.0% | Reduced |
| Jones Financial Companies LLLP | 866 | $32.5K | 0.00% | +310+55.8% | Added |
| Private Trust Co NA | 857 | $32.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 844 | $31.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 770 | $28.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 699 | $26.2K | 0.00% | +699 | New |
| V-Square Quantitative Management LLC | 642 | $24.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 588 | $22.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 542 | $20.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 505 | $19.0K | 0.00% | +182+56.3% | Added |
| Salem Investment Counselors Inc | 501 | $19.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 473 | $17.8K | 0.00% | +51+12.1% | Added |
| Gleason Group, Inc. | 436 | $16.4K | 0.00% | +4+0.9% | Added |
| Manchester Capital Management LLC | 428 | $16.1K | 0.00% | −7−1.6% | Reduced |