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, Q3 2025
Institutional positions in United Bankshares Inc as of Sep 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
- 371
- +12 vs. Q2 2025
- Shares held
- 98.8M
- −2.35M (−2.3%) vs. Q2 2025
- Total value
- $3.68B
- −$9.67M (−0.3%) vs. Q2 2025
- New holders
- 41
- 122 more added
- Sold out
- 29
- 126 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $75 | 0.00% | +2 | New |
| Larson Financial Group LLC | 8 | $298 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $335 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $338 | 0.00% | +1+12.5% | Added |
| Rialto Wealth Management, LLC | 12 | $447 | 0.00% | +3+33.3% | Added |
| UMA Financial Services, Inc. | 14 | $521 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $521 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $707 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 23 | $856 | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $959 | 0.00% | −1−3.8% | Reduced |
| Picton Mahoney Asset Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Parkside Financial Bank & Trust | 30 | $1.12K | 0.00% | +15+100.0% | Added |
| Fortitude Family Office, LLC | 39 | $1.45K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 49 | $1.82K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 53 | $1.97K | 0.00% | +53 | New |
| Creative Financial Designs Inc | 54 | $2.00K | 0.00% | +1+1.9% | Added |
| Atlantic Trust, LLC | 55 | $2.05K | 0.00% | +55 | New |
| Holos Integrated Wealth LLC | 58 | $2.06K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 59 | $2.19K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 63 | $2.34K | 0.00% | +63 | New |
| JFS Wealth Advisors, LLC | 88 | $3.27K | 0.00% | −19−17.8% | Reduced |
| Bell Investment Advisors, Inc | 94 | $3.50K | 0.00% | +13+16.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 105 | $3.91K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 112 | $4.17K | 0.00% | +112 | New |
| Hollencrest Capital Management | 121 | $4.50K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $4.54K | 0.00% | +10+8.9% | Added |
| HHM Wealth Advisors, LLC | 131 | $4.88K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 139 | $5.17K | 0.00% | −93−40.1% | Reduced |
| LRI Investments, LLC | 186 | $6.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 200 | $7.44K | 0.00% | +200 | New |
| Tripletail Wealth Management, LLC | 200 | $7.53K | 0.01% | +200 | New |
| Hemington Wealth Management | 232 | $8.00K | 0.00% | +25+12.1% | Added |
| Clearstead Advisors, LLC | 215 | $8.00K | 0.00% | −6,606−96.8% | Reduced |
| Parallel Advisors, LLC | 226 | $8.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 241 | $8.97K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 249 | $9.27K | 0.00% | +39+18.6% | Added |
| First United Bank Trust | 252 | $9.38K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 261 | $9.71K | 0.00% | +261 | New |
| Harbor Investment Advisory, LLC | 270 | $10.0K | 0.00% | −500−64.9% | Reduced |
| Harbour Investments, Inc. | 280 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 289 | $10.8K | 0.00% | −299−50.9% | Reduced |
| Versant Capital Management, Inc | 305 | $11.3K | 0.00% | +131+75.3% | Added |
| MV Capital Management, Inc. | 343 | $12.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 387 | $14.4K | 0.00% | +161+71.2% | Added |
| Burkett Financial Services, LLC | 401 | $14.9K | 0.01% | +4+1.0% | Added |
| Meeder Asset Management Inc | 403 | $15.0K | 0.00% | +403 | New |
| Root Financial Partners, LLC | 414 | $15.4K | 0.00% | +414 | New |
| Bessemer Group Inc | 421 | $16.0K | 0.00% | −83−16.5% | Reduced |
| Manchester Capital Management LLC | 445 | $16.6K | 0.00% | +13+3.0% | Added |
| Harbor Capital Advisors, Inc. | 496 | $18.0K | 0.00% | +3+0.6% | Added |
| Optiver Holding B.V. | 494 | $18.4K | 0.00% | −186−27.4% | Reduced |
| Salem Investment Counselors Inc | 501 | $18.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 510 | $19.0K | 0.00% | +510 | New |
| Anchor Investment Management, LLC | 542 | $20.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 564 | $21.0K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 600 | $22.3K | 0.00% | −100−14.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 662 | $24.6K | 0.02% | +662 | New |
| SBI Securities Co., Ltd. | 679 | $25.3K | 0.00% | −22−3.1% | Reduced |
| Bogart Wealth, LLC | 763 | $28.4K | 0.00% | +662+655.4% | Added |
| Shell Asset Management Co | 792 | $29.0K | 0.00% | −1,390−63.7% | Reduced |
| Clarity Asset Management, Inc. | 838 | $31.2K | 0.02% | +9+1.1% | Added |
| Rothschild Investment LLC | 838 | $31.2K | 0.00% | +533+174.8% | Added |
| Private Trust Co NA | 857 | $31.9K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 960 | $36.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $37.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,091 | $40.6K | 0.00% | −174−13.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,162 | $43.2K | 0.00% | −1,325−53.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,200 | $44.7K | 0.00% | +25+2.1% | Added |
| Fifth Third Bancorp | 1,310 | $48.7K | 0.00% | +53+4.2% | Added |
| Ci Investments Inc. | 1,461 | $54.0K | 0.00% | −691−32.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,480 | $55.1K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $56.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $56.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $59.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,686 | $62.7K | 0.00% | +8+0.5% | Added |
| Hughes Financial Services, LLC | 1,737 | $63.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,728 | $64.0K | 0.04% | +219+14.5% | Added |
| Key Financial Inc | 1,830 | $67.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,085 | $77.6K | 0.00% | +5+0.2% | Added |
| MAI Capital Management | 2,245 | $83.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,553 | $95.0K | 0.00% | +1,804+240.9% | Added |
| Global Retirement Partners, LLC | 2,589 | $96.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,641 | $98.3K | 0.00% | +204+8.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,699 | $100.4K | 0.00% | +351+14.9% | Added |
| GAMMA Investing LLC | 2,844 | $105.8K | 0.01% | +347+13.9% | Added |
| Quest Partners LLC | 3,028 | $112.7K | 0.01% | +1,287+73.9% | Added |
| Hopwood Financial Services, Inc. | 3,125 | $116.3K | 0.08% | 00.0% | Unchanged |
| Hilltop National Bank | 3,599 | $133.9K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,769 | $140.2K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 3,991 | $148.5K | 0.08% | −628−13.6% | Reduced |
| Evermay Wealth Management LLC | 4,159 | $156.3K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 4,234 | $158.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,757 | $178.8K | 0.00% | +1,517+46.8% | Added |
| Eastern Bank | 5,337 | $198.6K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,400 | $202.9K | 0.02% | +5,400 | New |
| Headlands Technologies LLC | 5,507 | $204.9K | 0.02% | +3,287+148.1% | Added |
| Forum Financial Management, LP | 5,557 | $206.8K | 0.00% | +9+0.2% | Added |