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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 420 | $16.0K | 0.00% | +84+25.0% | Added |
| Mather Group, LLC. | 414 | $15.5K | 0.00% | +338+444.7% | Added |
| Quarry LP | 412 | $15.5K | 0.00% | +390+1,772.7% | Added |
| Smartleaf Asset Management LLC | 401 | $15.1K | 0.00% | +26+6.9% | Added |
| Burkett Financial Services, LLC | 389 | $14.6K | 0.01% | +4+1.0% | Added |
| Caitong International Asset Management Co., Ltd | 376 | $14.1K | 0.01% | +376 | New |
| Bessemer Group Inc | 343 | $13.0K | 0.00% | +166+93.8% | Added |
| MV Capital Management, Inc. | 342 | $12.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $11.3K | 0.00% | −2,100−87.5% | Reduced |
| Harbour Investments, Inc. | 280 | $10.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $9.81K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 252 | $9.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 241 | $9.05K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.71K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $8.49K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $7.13K | 0.00% | +190 | New |
| SRS Capital Advisors, Inc. | 189 | $7.10K | 0.00% | 00.0% | Unchanged |
| 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 |
| LRI Investments, LLC | 186 | $6.98K | 0.00% | −21−10.1% | Reduced |
| PSI Advisors, LLC | 151 | $5.67K | 0.00% | −217−59.0% | Reduced |
| Amundi | 137 | $5.06K | 0.00% | +137 | New |
| HHM Wealth Advisors, LLC | 131 | $4.92K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $4.54K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $4.51K | 0.00% | +25+26.3% | Added |
| Farther Finance Advisors, LLC | 117 | $4.39K | 0.00% | +3+2.6% | Added |
| Versant Capital Management, Inc | 89 | $3.34K | 0.00% | +61+217.9% | Added |
| Kapitalo Investimentos Ltda | 87 | $3.27K | 0.00% | +87 | New |
| JFS Wealth Advisors, LLC | 84 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $3.04K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 72 | $2.73K | 0.00% | −8−10.0% | Reduced |
| Bogart Wealth, LLC | 71 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 61 | $2.18K | 0.00% | +61 | New |
| Holos Integrated Wealth LLC | 58 | $2.18K | 0.00% | +58 | New |
| Creative Financial Designs Inc | 52 | $1.96K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $1.95K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $1.80K | 0.00% | −15−23.8% | Reduced |
| Signaturefd, LLC | 42 | $1.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.09K | 0.00% | −5−14.7% | Reduced |
| Proequities, Inc. | 28 | $1.07K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 27 | $1.01K | 0.00% | −119−81.5% | Reduced |
| Picton Mahoney Asset Management | 31 | $1.00K | 0.00% | −294−90.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $902 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9 | $324 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $300 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 4 | $150 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 1 | $38 | 0.00% | +1 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −166,746−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −51,599−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −18,422−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −14,063−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,428−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −9,422−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,406−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,201−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,015−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −7,645−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −7,640−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −7,471−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −7,356−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −6,083−100.0% | Sold out |
| Vestia Personal Wealth Advisors | 0 | $0 | 0.00% | −5,899−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,742−100.0% | Sold out |
| Marathon Strategic Advisors, LLC | 0 | $0 | 0.00% | −5,565−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −5,519−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −5,484−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Family Asset Management, LLC | – | – | – | – | Not filed |
| Halpern Financial, Inc. | – | – | – | – | Not filed |