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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 13,182 | $490.5K | 0.02% | −5,472−29.3% | Reduced |
| Daiwa Securities Group Inc. | 12,872 | $479.0K | 0.00% | −561−4.2% | Reduced |
| CWA Asset Management Group, LLC | 12,667 | $471.3K | 0.02% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 12,525 | $466.1K | 0.13% | +126+1.0% | Added |
| Jones Financial Companies LLLP | 12,266 | $458.1K | 0.00% | +343+2.9% | Added |
| CWM Advisors, LLC | 12,232 | $455.2K | 0.04% | +1,580+14.8% | Added |
| Alps Advisors Inc | 12,178 | $453.1K | 0.00% | +1,742+16.7% | Added |
| Inceptionr LLC | 11,948 | $444.6K | 0.11% | +957+8.7% | Added |
| Goldstone Financial Group, LLC | 11,895 | $442.6K | 0.05% | +1,107+10.3% | Added |
| Toth Financial Advisory Corp | 11,738 | $436.8K | 0.05% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 11,497 | $427.8K | 0.03% | +11,497 | New |
| AlTi Global, Inc. | 11,375 | $423.3K | 0.01% | +11,375 | New |
| Gamco Investors, Inc. Et Al | 11,000 | $409.3K | 0.00% | +1,000+10.0% | Added |
| Virginia Retirement Systems Et Al | 10,900 | $405.6K | 0.00% | +3,900+55.7% | Added |
| Curran Financial Partners, LLC | 10,881 | $404.9K | 0.08% | +100+0.9% | Added |
| Los Angeles Capital Management LLC | 10,813 | $402.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 10,759 | $400.2K | 0.05% | +1,501+16.2% | Added |
| Jackson Creek Investment Advisors LLC | 10,744 | $400.0K | 0.12% | −21−0.2% | Reduced |
| Securian Asset Management, Inc | 10,583 | $393.8K | 0.01% | −159−1.5% | Reduced |
| RIA Advisory Group LLC | 10,513 | $391.2K | 0.10% | −192−1.8% | Reduced |
| Lynx Investment Advisory | 10,243 | $381.1K | 0.23% | −427−4.0% | Reduced |
| Janney Capital Management LLC | 10,207 | $380.0K | 0.02% | +10,207 | New |
| D. E. Shaw & Co., Inc. | 9,967 | $370.9K | 0.00% | −6,230−38.5% | Reduced |
| IFP Advisors, Inc | 9,862 | $367.0K | 0.01% | −12−0.1% | Reduced |
| Belpointe Asset Management LLC | 9,783 | $364.0K | 0.01% | −350−3.5% | Reduced |
| Facet Wealth, Inc. | 9,362 | $348.4K | 0.01% | +9,362 | New |
| Jamison Private Wealth Management, Inc. | 9,348 | $347.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 9,264 | $344.7K | 0.01% | −2,153−18.9% | Reduced |
| Braun-Bostich & Associates Inc. | 9,256 | $344.4K | 0.22% | +387+4.4% | Added |
| Mackenzie Financial Corp | 9,165 | $341.0K | 0.00% | +956+11.6% | Added |
| NorthCrest Asset Manangement, LLC | 9,118 | $338.4K | 0.01% | +221+2.5% | Added |
| Apollon Wealth Management, LLC | 9,067 | $337.4K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Designers | 9,033 | $336.1K | 0.03% | +9,033 | New |
| Mercer Global Advisors Inc | 8,985 | $334.3K | 0.00% | +1,440+19.1% | Added |
| Ritholtz Wealth Management | 8,979 | $334.1K | 0.01% | +2,355+35.6% | Added |
| Tower Research Capital LLC (TRC) | 8,827 | $328.5K | 0.01% | −6,434−42.2% | Reduced |
| Integrated Investment Consultants, LLC | 8,762 | $326.0K | 0.06% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 8,743 | $325.3K | 0.08% | +8,743 | New |
| Profund Advisors LLC | 8,684 | $323.1K | 0.01% | +196+2.3% | Added |
| CI Private Wealth, LLC | 8,334 | $310.1K | 0.00% | +892+12.0% | Added |
| Riverbend Wealth Management, LLC | 8,190 | $304.8K | 0.21% | +12+0.1% | Added |
| Canal Capital Management, LLC | 8,162 | $303.7K | 0.05% | +81+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 8,112 | $301.9K | 0.00% | −47,410−85.4% | Reduced |
| Wealthspire Advisors, LLC | 8,092 | $301.4K | 0.00% | −299−3.6% | Reduced |
| CWM, LLC | 8,003 | $298.0K | 0.00% | +2,319+40.8% | Added |
| Crossmark Global Holdings, Inc. | 7,818 | $290.9K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 7,538 | $280.5K | 0.00% | +7,538 | New |
| Buckingham Strategic Partners | 7,481 | $274.5K | 0.00% | +7,481 | New |
| Toroso Investments, LLC | 7,329 | $272.7K | 0.00% | +676+10.2% | Added |
| Brown Brothers Harriman & Co | 7,316 | $272.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,162 | $266.5K | 0.00% | +7,054+6,531.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,096 | $264.0K | 0.00% | +7,096 | New |
| Peoples Bank | 7,044 | $262.1K | 0.16% | 00.0% | Unchanged |
| Teton Advisors, LLC | 7,000 | $260.5K | 0.16% | +7,000 | New |
| Vident Advisory, LLC | 6,806 | $253.3K | 0.00% | −1,928−22.1% | Reduced |
| D.A. Davidson & Co. | 6,782 | $252.4K | 0.00% | +6,782 | New |
| Natural Investments, LLC | 6,780 | $252.0K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,045 | $247.6K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 6,574 | $244.6K | 0.03% | +6,574 | New |
| Accordant Advisory Group Inc | 6,500 | $241.9K | 0.16% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,445 | $240.0K | 0.04% | −21,776−77.2% | Reduced |
| Swiss Life Asset Management Ltd | 6,441 | $239.7K | 0.00% | +6,441 | New |
| Graves-Light Private Wealth Management, Inc. | 6,257 | $232.8K | 0.03% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,243 | $232.3K | 0.05% | −2,389−27.7% | Reduced |
| Salomon & Ludwin, LLC | 6,020 | $223.9K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,946 | $221.3K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,880 | $218.6K | 0.00% | −259−4.2% | Reduced |
| Vise Technologies, Inc. | 5,834 | $217.1K | 0.01% | −3,083−34.6% | Reduced |
| Courier Capital LLC | 5,789 | $215.4K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 5,674 | $211.1K | 0.09% | +43+0.8% | Added |
| Marathon Strategic Advisors, LLC | 5,565 | $207.1K | 0.17% | +5,565 | New |
| Forum Financial Management, LP | 5,557 | $206.8K | 0.00% | +9+0.2% | Added |
| Headlands Technologies LLC | 5,507 | $204.9K | 0.02% | +3,287+148.1% | Added |
| Naples Global Advisors, LLC | 5,400 | $202.9K | 0.02% | +5,400 | New |
| Eastern Bank | 5,337 | $198.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,757 | $178.8K | 0.00% | +1,517+46.8% | Added |
| KBC Group NV | 4,234 | $158.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,159 | $156.3K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 3,991 | $148.5K | 0.08% | −628−13.6% | Reduced |
| Horizon Investments, LLC | 3,769 | $140.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 3,599 | $133.9K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 3,125 | $116.3K | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 3,028 | $112.7K | 0.01% | +1,287+73.9% | Added |
| GAMMA Investing LLC | 2,844 | $105.8K | 0.01% | +347+13.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,699 | $100.4K | 0.00% | +351+14.9% | Added |
| Principal Securities, Inc. | 2,641 | $98.3K | 0.00% | +204+8.4% | Added |
| Global Retirement Partners, LLC | 2,589 | $96.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,553 | $95.0K | 0.00% | +1,804+240.9% | Added |
| MAI Capital Management | 2,245 | $83.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,085 | $77.6K | 0.00% | +5+0.2% | Added |
| Key Financial Inc | 1,830 | $67.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,728 | $64.0K | 0.04% | +219+14.5% | Added |
| Hughes Financial Services, LLC | 1,737 | $63.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,686 | $62.7K | 0.00% | +8+0.5% | Added |
| FNY Investment Advisers, LLC | 1,600 | $59.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $56.5K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $56.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,480 | $55.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,461 | $54.0K | 0.00% | −691−32.1% | Reduced |
| Fifth Third Bancorp | 1,310 | $48.7K | 0.00% | +53+4.2% | Added |