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 |
|---|---|---|---|---|---|
| CWM, LLC | 1,651 | $57.0K | 0.00% | +1,146+226.9% | Added |
| Massmutual Trust Co FSB | 1,518 | $52.6K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $52.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,480 | $51.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,435 | $49.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,319 | $46.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,155 | $40.0K | 0.00% | +682+144.2% | Added |
| Hexagon Capital Partners LLC | 1,078 | $37.4K | 0.01% | −54−4.8% | Reduced |
| Farther Finance Advisors, LLC | 967 | $33.3K | 0.00% | +850+726.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 960 | $33.0K | 0.00% | +960 | New |
| Covestor Ltd | 869 | $30.0K | 0.02% | −397−31.4% | Reduced |
| Private Trust Co NA | 857 | $29.7K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 815 | $28.2K | 0.02% | −411−33.5% | Reduced |
| Harbor Investment Advisory, LLC | 770 | $26.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 699 | $24.2K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 642 | $22.3K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 588 | $22.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 564 | $19.6K | 0.01% | +564 | New |
| Anchor Investment Management, LLC | 542 | $18.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 501 | $17.6K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 504 | $17.5K | 0.01% | +504 | New |
| Harbor Capital Advisors, Inc. | 462 | $16.0K | 0.00% | +42+10.0% | Added |
| Gleason Group, Inc. | 440 | $15.3K | 0.00% | +4+0.9% | Added |
| Optiver Holding B.V. | 428 | $14.8K | 0.00% | +428 | New |
| Burkett Financial Services, LLC | 393 | $13.6K | 0.01% | +4+1.0% | Added |
| Smartleaf Asset Management LLC | 385 | $13.2K | 0.00% | −16−4.0% | Reduced |
| MV Capital Management, Inc. | 340 | $11.8K | 0.00% | −2−0.6% | Reduced |
| Mather Group, LLC. | 310 | $10.7K | 0.00% | −104−25.1% | Reduced |
| Danske Bank A/S | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $9.71K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 276 | $9.57K | 0.00% | +276 | New |
| Bessemer Group Inc | 251 | $9.00K | 0.00% | −92−26.8% | Reduced |
| Allworth Financial LP | 256 | $8.82K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 252 | $8.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 241 | $8.36K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.04K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $7.83K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 207 | $7.00K | 0.00% | +207 | New |
| EverSource Wealth Advisors, LLC | 187 | $6.48K | 0.00% | +139+289.6% | Added |
| LRI Investments, LLC | 186 | $6.45K | 0.00% | 00.0% | Unchanged |
| Amundi | 187 | $6.05K | 0.00% | +50+36.5% | 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 |
| Assetmark, Inc | 165 | $5.72K | 0.00% | −25−13.2% | Reduced |
| Rothschild Investment LLC | 165 | $5.72K | 0.00% | +45+37.5% | Added |
| PSI Advisors, LLC | 151 | $5.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 133 | $4.61K | 0.00% | +44+49.4% | Added |
| HHM Wealth Advisors, LLC | 131 | $4.54K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $4.20K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $3.75K | 0.00% | −81−42.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 105 | $3.64K | 0.00% | +105 | New |
| Spire Wealth Management | 99 | $3.43K | 0.00% | +99 | New |
| Farmers & Merchants Investments Inc | 95 | $3.29K | 0.00% | +43+82.7% | Added |
| JFS Wealth Advisors, LLC | 84 | $2.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $2.81K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 72 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 61 | $2.12K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 58 | $2.01K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 53 | $1.82K | 0.00% | +1+1.9% | Added |
| First Pacific Financial | 52 | $1.80K | 0.00% | +52 | New |
| Parkside Financial Bank & Trust | 45 | $1.56K | 0.00% | +45 | New |
| South State Corp. | 43 | $1.49K | 0.00% | +43 | New |
| Signaturefd, LLC | 42 | $1.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $1.39K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 29 | $1.01K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 28 | $971 | 0.00% | +28 | New |
| Quadrant Capital Group LLC | 27 | $937 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $833 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $832 | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 20 | $693 | 0.00% | +12+150.0% | Added |
| Parkworth Wealth Management, Inc. | 4 | $139 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $139 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 3 | $105 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $70 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 1 | $35 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $28 | 0.00% | −8−88.9% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −1,612,170−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −196,623−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −49,123−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,102−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −21,232−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −20,108−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −17,868−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −12,277−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −9,033−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,448−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,410−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,684−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −6,667−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −6,082−100.0% | Sold out |
| Naples Global Advisors, LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Beacon Investment Advisors LLC | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −5,519−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −5,451−100.0% | Sold out |