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, Q2 2025
Institutional positions in United Bankshares Inc as of Jun 30, 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
- 365
- −11 vs. Q1 2025
- Shares held
- 102.9M
- +3.25M (+3.3%) vs. Q1 2025
- Total value
- $3.75B
- +$294.1M (+8.5%) vs. Q1 2025
- New holders
- 37
- 154 more added
- Sold out
- 48
- 107 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Parkworth Wealth Management, Inc. | 4 | $146 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $291 | 0.00% | −16−66.7% | Reduced |
| NewSquare Capital LLC | 8 | $291 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 8 | $294 | 0.00% | +5+166.7% | Added |
| HFM Investment Advisors, LLC | 9 | $328 | 0.00% | +5+125.0% | Added |
| Rialto Wealth Management, LLC | 9 | $328 | 0.00% | +9 | New |
| True Wealth Design, LLC | 14 | $511 | 0.00% | +12+600.0% | Added |
| UMA Financial Services, Inc. | 14 | $511 | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 15 | $547 | 0.00% | −30−66.7% | Reduced |
| SJS Investment Consulting Inc. | 19 | $693 | 0.00% | −10−34.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 26 | $948 | 0.00% | +2+8.3% | Added |
| Picton Mahoney Asset Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $1.42K | 0.00% | +39 | New |
| Kilter Group LLC | 49 | $1.79K | 0.00% | +49 | New |
| Creative Financial Designs Inc | 53 | $1.94K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 58 | $2.07K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 59 | $2.15K | 0.00% | +59 | New |
| Bokf, NA | 61 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 71 | $2.59K | 0.00% | −1,364−95.1% | Reduced |
| Bell Investment Advisors, Inc | 81 | $2.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 101 | $3.68K | 0.00% | +30+42.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 105 | $3.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $3.90K | 0.00% | +23+27.4% | Added |
| SRS Capital Advisors, Inc. | 108 | $3.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 112 | $4.08K | 0.00% | +17+17.9% | Added |
| Hollencrest Capital Management | 121 | $4.41K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $4.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 174 | $6.34K | 0.00% | +41+30.8% | Added |
| LRI Investments, LLC | 186 | $6.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 207 | $7.00K | 0.00% | +6+3.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 195 | $7.23K | 0.00% | +195 | New |
| Assetmark, Inc | 210 | $7.65K | 0.00% | +45+27.3% | Added |
| Smartleaf Asset Management LLC | 226 | $8.23K | 0.00% | −159−41.3% | Reduced |
| Parallel Advisors, LLC | 226 | $8.23K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 232 | $8.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 241 | $8.78K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 252 | $9.18K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 305 | $11.1K | 0.00% | +140+84.8% | Added |
| MV Capital Management, Inc. | 343 | $12.5K | 0.00% | +3+0.9% | Added |
| Burkett Financial Services, LLC | 397 | $14.5K | 0.01% | +4+1.0% | Added |
| Manchester Capital Management LLC | 432 | $15.7K | 0.00% | +432 | New |
| Gleason Group, Inc. | 445 | $16.2K | 0.00% | +5+1.1% | Added |
| Harbor Capital Advisors, Inc. | 493 | $18.0K | 0.00% | +31+6.7% | Added |
| Bessemer Group Inc | 504 | $18.0K | 0.00% | +253+100.8% | Added |
| Salem Investment Counselors Inc | 501 | $18.4K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 525 | $19.1K | 0.01% | +21+4.2% | Added |
| Anchor Investment Management, LLC | 542 | $19.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 564 | $20.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 588 | $21.4K | 0.00% | −379−39.2% | Reduced |
| Optiver Holding B.V. | 680 | $24.8K | 0.00% | +252+58.9% | Added |
| Ameritas Advisory Services, LLC | 691 | $25.2K | 0.00% | +691 | New |
| Danske Bank A/S | 700 | $25.5K | 0.00% | +400+133.3% | Added |
| SBI Securities Co., Ltd. | 701 | $25.5K | 0.00% | +2+0.3% | Added |
| Hantz Financial Services, Inc. | 749 | $27.0K | 0.00% | +542+261.8% | Added |
| Harbor Investment Advisory, LLC | 770 | $28.1K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 812 | $29.6K | 0.00% | +536+194.2% | Added |
| Clarity Asset Management, Inc. | 829 | $30.2K | 0.02% | +14+1.7% | Added |
| Private Trust Co NA | 857 | $31.2K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 960 | $35.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $36.4K | 0.00% | +958+2,281.0% | Added |
| EverSource Wealth Advisors, LLC | 1,175 | $42.8K | 0.00% | +988+528.3% | Added |
| Fifth Third Bancorp | 1,257 | $45.8K | 0.00% | −442−26.0% | Reduced |
| Allworth Financial LP | 1,265 | $46.1K | 0.00% | +1,009+394.1% | Added |
| Investment Management Corp | 1,311 | $47.8K | 0.04% | −1,269−49.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,480 | $53.9K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $55.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,509 | $55.0K | 0.03% | +640+73.6% | Added |
| Massmutual Trust Co FSB | 1,518 | $55.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $58.0K | 0.02% | −300−15.8% | Reduced |
| Umb Bank N A | 1,678 | $61.1K | 0.00% | −919−35.4% | Reduced |
| Hughes Financial Services, LLC | 1,737 | $61.9K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,741 | $63.4K | 0.01% | −70,364−97.6% | Reduced |
| Key Financial Inc | 1,830 | $66.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,080 | $75.8K | 0.00% | +3+0.1% | Added |
| Ci Investments Inc. | 2,152 | $78.0K | 0.00% | −492−18.6% | Reduced |
| Shell Asset Management Co | 2,182 | $79.0K | 0.00% | −241−9.9% | Reduced |
| Headlands Technologies LLC | 2,220 | $80.9K | 0.01% | −7,773−77.8% | Reduced |
| MAI Capital Management | 2,245 | $81.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,348 | $85.5K | 0.00% | +2,348 | New |
| Principal Securities, Inc. | 2,437 | $88.8K | 0.00% | −678−21.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,487 | $90.6K | 0.00% | +163+7.0% | Added |
| GAMMA Investing LLC | 2,497 | $91.0K | 0.01% | +141+6.0% | Added |
| Global Retirement Partners, LLC | 2,589 | $94.3K | 0.00% | +2,589 | New |
| Cape Investment Advisory, Inc. | 2,950 | $107.5K | 0.04% | +2,950 | New |
| Hopwood Financial Services, Inc. | 3,125 | $113.8K | 0.09% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,240 | $119.1K | 0.00% | −2,423−42.8% | Reduced |
| Hilltop National Bank | 3,599 | $131.1K | 0.03% | +3,599 | New |
| Horizon Investments, LLC | 3,769 | $137.3K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,159 | $153.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 4,234 | $154.0K | 0.00% | −1,682−28.4% | Reduced |
| Granite FO LLC | 4,619 | $168.3K | 0.10% | 00.0% | Unchanged |
| Eastern Bank | 5,337 | $194.4K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,548 | $202.1K | 0.00% | +5,548 | New |
| Beacon Investment Advisors LLC | 5,631 | $205.1K | 0.09% | +5,631 | New |
| CWM, LLC | 5,684 | $207.0K | 0.00% | +4,033+244.3% | Added |
| Courier Capital LLC | 5,789 | $210.9K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,815 | $211.8K | 0.03% | −14,780−71.8% | Reduced |