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, Q1 2025
Institutional positions in United Bankshares Inc as of Mar 31, 2025. 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
- 378
- +34 vs. Q4 2024
- Shares held
- 99.7M
- +767.1K (+0.8%) vs. Q4 2024
- Total value
- $3.46B
- −$258.9M (−7.0%) vs. Q4 2024
- New holders
- 60
- 138 more added
- Sold out
- 26
- 102 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1 | $28 | 0.00% | −8−88.9% | Reduced |
| AdvisorNet Financial, Inc | 1 | $35 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $70 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $105 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $139 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $139 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 20 | $693 | 0.00% | +12+150.0% | Added |
| Larson Financial Group LLC | 24 | $832 | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $833 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 27 | $937 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 28 | $971 | 0.00% | +28 | New |
| Picton Mahoney Asset Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.01K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $1.39K | 0.00% | +40 | New |
| Signaturefd, LLC | 42 | $1.46K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 43 | $1.49K | 0.00% | +43 | New |
| Parkside Financial Bank & Trust | 45 | $1.56K | 0.00% | +45 | New |
| First Pacific Financial | 52 | $1.80K | 0.00% | +52 | New |
| Creative Financial Designs Inc | 53 | $1.82K | 0.00% | +1+1.9% | Added |
| Holos Integrated Wealth LLC | 58 | $2.01K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 61 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $2.46K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 72 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $2.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 84 | $2.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $3.29K | 0.00% | +43+82.7% | Added |
| Spire Wealth Management | 99 | $3.43K | 0.00% | +99 | New |
| Atlantic Edge Private Wealth Management, LLC | 105 | $3.64K | 0.00% | +105 | New |
| SRS Capital Advisors, Inc. | 108 | $3.75K | 0.00% | −81−42.9% | Reduced |
| Hollencrest Capital Management | 121 | $4.20K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 133 | $4.61K | 0.00% | +44+49.4% | Added |
| PSI Advisors, LLC | 151 | $5.24K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 165 | $5.72K | 0.00% | −25−13.2% | Reduced |
| Rothschild Investment LLC | 165 | $5.72K | 0.00% | +45+37.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 201 | $6.00K | 0.00% | +8+4.1% | Added |
| Amundi | 187 | $6.05K | 0.00% | +50+36.5% | Added |
| LRI Investments, LLC | 186 | $6.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 187 | $6.48K | 0.00% | +139+289.6% | Added |
| Hantz Financial Services, Inc. | 207 | $7.00K | 0.00% | +207 | New |
| Parallel Advisors, LLC | 226 | $7.83K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 241 | $8.36K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 252 | $8.74K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $8.82K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 251 | $9.00K | 0.00% | −92−26.8% | Reduced |
| Skopos Labs, Inc. | 276 | $9.57K | 0.00% | +276 | New |
| Harbour Investments, Inc. | 280 | $9.71K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 310 | $10.7K | 0.00% | −104−25.1% | Reduced |
| MV Capital Management, Inc. | 340 | $11.8K | 0.00% | −2−0.6% | Reduced |
| Smartleaf Asset Management LLC | 385 | $13.2K | 0.00% | −16−4.0% | Reduced |
| Burkett Financial Services, LLC | 393 | $13.6K | 0.01% | +4+1.0% | Added |
| Optiver Holding B.V. | 428 | $14.8K | 0.00% | +428 | New |
| Gleason Group, Inc. | 440 | $15.3K | 0.00% | +4+0.9% | Added |
| Harbor Capital Advisors, Inc. | 462 | $16.0K | 0.00% | +42+10.0% | Added |
| S.A. Mason LLC | 504 | $17.5K | 0.01% | +504 | New |
| Salem Investment Counselors Inc | 501 | $17.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 542 | $18.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 564 | $19.6K | 0.01% | +564 | New |
| Glass Jacobson Investment Advisors llc | 588 | $22.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 642 | $22.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 699 | $24.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 770 | $26.7K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 815 | $28.2K | 0.02% | −411−33.5% | Reduced |
| Private Trust Co NA | 857 | $29.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 869 | $30.0K | 0.02% | −397−31.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 960 | $33.0K | 0.00% | +960 | New |
| Farther Finance Advisors, LLC | 967 | $33.3K | 0.00% | +850+726.5% | Added |
| Hexagon Capital Partners LLC | 1,078 | $37.4K | 0.01% | −54−4.8% | Reduced |
| Meeder Asset Management Inc | 1,155 | $40.0K | 0.00% | +682+144.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,319 | $46.0K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,435 | $49.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,480 | $51.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $52.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $52.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,651 | $57.0K | 0.00% | +1,146+226.9% | Added |
| Fifth Third Bancorp | 1,699 | $58.9K | 0.00% | +522+44.4% | Added |
| Hughes Financial Services, LLC | 1,737 | $59.8K | 0.01% | +1,737 | New |
| Simplex Trading, LLC | 1,809 | $62.0K | 0.00% | +1,809 | New |
| Key Financial Inc | 1,830 | $63.4K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,900 | $65.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,077 | $72.0K | 0.00% | +2+0.1% | Added |
| Quarry LP | 2,079 | $72.1K | 0.02% | +1,667+404.6% | Added |
| Coldstream Capital Management Inc | 2,105 | $73.0K | 0.00% | +2,105 | New |
| MAI Capital Management | 2,245 | $77.8K | 0.00% | −9,450−80.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,324 | $80.6K | 0.00% | +272+13.3% | Added |
| GAMMA Investing LLC | 2,356 | $81.7K | 0.01% | +63+2.7% | Added |
| Shell Asset Management Co | 2,423 | $84.0K | 0.00% | −105−4.2% | Reduced |
| Investment Management Corp | 2,580 | $89.5K | 0.08% | +25+1.0% | Added |
| Umb Bank N A | 2,597 | $90.0K | 0.00% | +1,753+207.7% | Added |
| Ci Investments Inc. | 2,644 | $92.0K | 0.00% | +49+1.9% | Added |
| Hopwood Financial Services, Inc. | 3,125 | $108.3K | 0.08% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,115 | $117.0K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 3,472 | $120.4K | 0.01% | +3,472 | New |
| Horizon Investments, LLC | 3,769 | $130.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,159 | $145.7K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 4,619 | $160.1K | 0.09% | 00.0% | Unchanged |
| Eastern Bank | 5,337 | $185.0K | 0.00% | +5,337 | New |