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, Q4 2025
Institutional positions in United Bankshares Inc as of Dec 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
- 395
- +29 vs. Q3 2025
- Shares held
- 99.5M
- +773.9K (+0.8%) vs. Q3 2025
- Total value
- $3.82B
- +$147.8M (+4.0%) vs. Q3 2025
- New holders
- 66
- 119 more added
- Sold out
- 37
- 137 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $110 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 9 | $346 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $426 | 0.00% | +2+22.2% | Added |
| Larson Financial Group LLC | 14 | $538 | 0.00% | +6+75.0% | Added |
| Rialto Wealth Management, LLC | 15 | $576 | 0.00% | +3+25.0% | Added |
| SJS Investment Consulting Inc. | 19 | $730 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $960 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $999 | 0.00% | +12+85.7% | Added |
| UMA Financial Services, Inc. | 28 | $1.08K | 0.00% | +14+100.0% | Added |
| Cornerstone Financial Management LLC | 35 | $1.34K | 0.00% | +35 | New |
| Torren Management, LLC | 35 | $1.35K | 0.00% | +35 | New |
| Rossby Financial, LCC | 38 | $1.46K | 0.00% | +38 | New |
| Strive Financial Group ,LLC | 42 | $1.61K | 0.00% | +42 | New |
| Fortitude Family Office, LLC | 46 | $1.77K | 0.00% | +7+17.9% | Added |
| Miller Global Investments, LLC | 51 | $1.96K | 0.00% | +51 | New |
| Holos Integrated Wealth LLC | 58 | $2.23K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 58 | $2.23K | 0.00% | +58 | New |
| Activest Wealth Management | 59 | $2.27K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 67 | $2.57K | 0.00% | +18+36.7% | Added |
| Bell Investment Advisors, Inc | 81 | $3.11K | 0.00% | −13−13.8% | Reduced |
| Elyxium Wealth, LLC | 91 | $3.49K | 0.00% | +91 | New |
| Keating Financial Advisory Services, Inc. | 92 | $3.53K | 0.00% | +92 | New |
| SRS Capital Advisors, Inc. | 96 | $3.69K | 0.00% | −7,066−98.7% | Reduced |
| Ares Financial Consulting, LLC | 97 | $3.73K | 0.00% | +97 | New |
| Colonial Trust Advisors | 100 | $3.84K | 0.00% | +100 | New |
| Triumph Capital Management | 102 | $3.92K | 0.00% | +102 | New |
| Atlantic Edge Private Wealth Management, LLC | 105 | $4.03K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 108 | $4.15K | 0.00% | +45+71.4% | Added |
| Parkside Financial Bank & Trust | 117 | $4.49K | 0.00% | +87+290.0% | Added |
| Hollencrest Capital Management | 121 | $4.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $4.68K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 124 | $4.76K | 0.00% | +124 | New |
| JFS Wealth Advisors, LLC | 126 | $4.85K | 0.00% | +38+43.2% | Added |
| HHM Wealth Advisors, LLC | 131 | $5.03K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 139 | $5.34K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 178 | $6.83K | 0.00% | −2,411−93.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 186 | $7.14K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 200 | $7.68K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 200 | $7.68K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 217 | $8.33K | 0.00% | +162+294.5% | Added |
| Optiver Holding B.V. | 227 | $8.72K | 0.00% | −267−54.0% | Reduced |
| Assetmark, Inc | 235 | $9.02K | 0.00% | −14−5.6% | Reduced |
| Private Wealth Management Group, LLC | 241 | $9.26K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 246 | $9.45K | 0.00% | +20+8.8% | Added |
| Hilton Head Capital Partners, LLC | 250 | $9.60K | 0.01% | +250 | New |
| First United Bank Trust | 252 | $9.68K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 270 | $10.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 274 | $10.5K | 0.00% | −817−74.9% | Reduced |
| Harbour Investments, Inc. | 280 | $10.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 302 | $11.6K | 0.00% | +302 | New |
| Versant Capital Management, Inc | 324 | $12.4K | 0.00% | +19+6.2% | Added |
| MV Capital Management, Inc. | 343 | $13.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 355 | $13.6K | 0.00% | +332+1,443.5% | Added |
| Smartleaf Asset Management LLC | 388 | $15.0K | 0.00% | +1+0.3% | Added |
| Burkett Financial Services, LLC | 405 | $15.6K | 0.01% | +4+1.0% | Added |
| Kemnay Advisory Services Inc. | 413 | $15.9K | 0.00% | +413 | New |
| Bessemer Group Inc | 421 | $16.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 453 | $17.4K | 0.00% | +8+1.8% | Added |
| Clearstead Advisors, LLC | 458 | $17.6K | 0.00% | +243+113.0% | Added |
| Root Financial Partners, LLC | 478 | $18.4K | 0.00% | +64+15.5% | Added |
| Harbor Capital Advisors, Inc. | 488 | $19.0K | 0.00% | −8−1.6% | Reduced |
| Anchor Investment Management, LLC | 542 | $20.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 583 | $22.4K | 0.00% | +583 | New |
| Eurizon Capital SGR S.p.A. | 666 | $25.6K | 0.00% | +666 | New |
| SBI Securities Co., Ltd. | 681 | $26.1K | 0.00% | +2+0.3% | Added |
| Bogart Wealth, LLC | 763 | $29.3K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 846 | $32.5K | 0.02% | +8+1.0% | Added |
| Farther Finance Advisors, LLC | 856 | $32.9K | 0.00% | +567+196.2% | Added |
| Private Trust Co NA | 857 | $32.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,059 | $40.7K | 0.00% | +59+5.9% | Added |
| Rothschild Investment LLC | 1,236 | $47.5K | 0.00% | +398+47.5% | Added |
| Los Angeles Capital Management LLC | 1,385 | $49.5K | 0.00% | −9,428−87.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,319 | $50.6K | 0.00% | +157+13.5% | Added |
| Fifth Third Bancorp | 1,361 | $52.3K | 0.00% | +51+3.9% | Added |
| Nomura Asset Management Co Ltd | 1,480 | $56.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,492 | $57.3K | 0.00% | +292+24.3% | Added |
| Canton Hathaway, LLC | 1,501 | $57.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $58.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $61.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,672 | $64.2K | 0.00% | −14−0.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,681 | $64.5K | 0.02% | +1,019+153.9% | Added |
| Hughes Financial Services, LLC | 1,737 | $66.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,830 | $70.3K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,841 | $70.7K | 0.00% | +1,841 | New |
| Hillsdale Investment Management Inc. | 1,900 | $73.0K | 0.00% | +1,900 | New |
| Covestor Ltd | 1,898 | $73.0K | 0.04% | +170+9.8% | Added |
| SHP Wealth Management | 1,939 | $74.4K | 0.01% | +1,939 | New |
| Steward Partners Investment Advisory, LLC | 2,090 | $80.2K | 0.00% | +5+0.2% | Added |
| MAI Capital Management | 2,160 | $82.9K | 0.00% | −85−3.8% | Reduced |
| Hantz Financial Services, Inc. | 2,172 | $83.0K | 0.00% | −381−14.9% | Reduced |
| Horizon Investments, LLC | 2,369 | $91.0K | 0.00% | −1,400−37.1% | Reduced |
| Exchange Traded Concepts, LLC | 2,369 | $91.0K | 0.00% | +2,369 | New |
| Nisa Investment Advisors, LLC | 2,465 | $96.5K | 0.00% | −2,292−48.2% | Reduced |
| GAMMA Investing LLC | 2,824 | $108.4K | 0.01% | −20−0.7% | Reduced |
| Cape Investment Advisory, Inc. | 3,010 | $115.6K | 0.04% | +3,010 | New |
| Hilltop National Bank | 3,192 | $122.6K | 0.03% | −407−11.3% | Reduced |
| Quest Partners LLC | 3,299 | $126.7K | 0.01% | +271+8.9% | Added |