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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,200 | $44.7K | 0.00% | +25+2.1% | Added |
| Ronald Blue Trust, Inc. | 1,162 | $43.2K | 0.00% | −1,325−53.3% | Reduced |
| Allworth Financial LP | 1,091 | $40.6K | 0.00% | −174−13.8% | Reduced |
| Signaturefd, LLC | 1,000 | $37.2K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 960 | $36.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 857 | $31.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 838 | $31.2K | 0.00% | +533+174.8% | Added |
| Clarity Asset Management, Inc. | 838 | $31.2K | 0.02% | +9+1.1% | Added |
| Shell Asset Management Co | 792 | $29.0K | 0.00% | −1,390−63.7% | Reduced |
| Bogart Wealth, LLC | 763 | $28.4K | 0.00% | +662+655.4% | Added |
| SBI Securities Co., Ltd. | 679 | $25.3K | 0.00% | −22−3.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 662 | $24.6K | 0.02% | +662 | New |
| Danske Bank A/S | 600 | $22.3K | 0.00% | −100−14.3% | Reduced |
| Rise Advisors, LLC | 564 | $21.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 542 | $20.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 510 | $19.0K | 0.00% | +510 | New |
| Salem Investment Counselors Inc | 501 | $18.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 494 | $18.4K | 0.00% | −186−27.4% | Reduced |
| Harbor Capital Advisors, Inc. | 496 | $18.0K | 0.00% | +3+0.6% | Added |
| Manchester Capital Management LLC | 445 | $16.6K | 0.00% | +13+3.0% | Added |
| Bessemer Group Inc | 421 | $16.0K | 0.00% | −83−16.5% | Reduced |
| Root Financial Partners, LLC | 414 | $15.4K | 0.00% | +414 | New |
| Meeder Asset Management Inc | 403 | $15.0K | 0.00% | +403 | New |
| Burkett Financial Services, LLC | 401 | $14.9K | 0.01% | +4+1.0% | Added |
| Smartleaf Asset Management LLC | 387 | $14.4K | 0.00% | +161+71.2% | Added |
| MV Capital Management, Inc. | 343 | $12.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 305 | $11.3K | 0.00% | +131+75.3% | Added |
| Farther Finance Advisors, LLC | 289 | $10.8K | 0.00% | −299−50.9% | Reduced |
| Harbour Investments, Inc. | 280 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 270 | $10.0K | 0.00% | −500−64.9% | Reduced |
| Mather Group, LLC. | 261 | $9.71K | 0.00% | +261 | New |
| First United Bank Trust | 252 | $9.38K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 249 | $9.27K | 0.00% | +39+18.6% | Added |
| Private Wealth Management Group, LLC | 241 | $8.97K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $8.41K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 215 | $8.00K | 0.00% | −6,606−96.8% | Reduced |
| Hemington Wealth Management | 232 | $8.00K | 0.00% | +25+12.1% | Added |
| Tripletail Wealth Management, LLC | 200 | $7.53K | 0.01% | +200 | New |
| Wealth Watch Advisors, INC | 200 | $7.44K | 0.00% | +200 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 186 | $6.92K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 139 | $5.17K | 0.00% | −93−40.1% | Reduced |
| HHM Wealth Advisors, LLC | 131 | $4.88K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $4.54K | 0.00% | +10+8.9% | Added |
| Hollencrest Capital Management | 121 | $4.50K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 112 | $4.17K | 0.00% | +112 | New |
| Atlantic Edge Private Wealth Management, LLC | 105 | $3.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $3.50K | 0.00% | +13+16.0% | Added |
| JFS Wealth Advisors, LLC | 88 | $3.27K | 0.00% | −19−17.8% | Reduced |
| Quent Capital, LLC | 63 | $2.34K | 0.00% | +63 | New |
| Activest Wealth Management | 59 | $2.19K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 58 | $2.06K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 55 | $2.05K | 0.00% | +55 | New |
| Creative Financial Designs Inc | 54 | $2.00K | 0.00% | +1+1.9% | Added |
| Quadrant Capital Group LLC | 53 | $1.97K | 0.00% | +53 | New |
| Kilter Group LLC | 49 | $1.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $1.45K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $1.12K | 0.00% | +15+100.0% | Added |
| Picton Mahoney Asset Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 33 | $1.00K | 0.00% | +33 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $959 | 0.00% | −1−3.8% | Reduced |
| Essential Partners LLC | 23 | $856 | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 19 | $707 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $521 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $521 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $447 | 0.00% | +3+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $338 | 0.00% | +1+12.5% | Added |
| HFM Investment Advisors, LLC | 9 | $335 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $298 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $75 | 0.00% | +2 | New |
| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −138,716−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −67,713−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −62,539−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −48,633−100.0% | Sold out |
| TCM Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −23,543−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −18,718−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −12,939−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,365−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,255−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −8,877−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −8,794−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,976−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,407−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,815−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Investment Management Corp | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| S.A. Mason LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Gleason Group, Inc. | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |