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, Q1 2026
Institutional positions in United Bankshares Inc as of Mar 31, 2026. 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
- 420
- +33 vs. Q4 2025
- Shares held
- 100.2M
- +17.3M (+20.8%) vs. Q4 2025
- Total value
- $4.15B
- +$964.0M (+30.2%) vs. Q4 2025
- New holders
- 63
- 157 more added
- Sold out
- 30
- 122 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $83 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $83 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $124 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 4 | $166 | 0.00% | +4 | New |
| Curio Wealth, LLC | 5 | $207 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 8 | $331 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 11 | $455 | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 11 | $456 | 0.00% | +2+22.2% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $668 | 0.00% | +5+45.5% | Added |
| SJS Investment Consulting Inc. | 24 | $995 | 0.00% | +5+26.3% | Added |
| Strive Financial Group ,LLC | 25 | $1.00K | 0.00% | −17−40.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 27 | $1.12K | 0.00% | +13+92.9% | Added |
| Dunhill Financial, LLC | 27 | $1.15K | 0.00% | +24+800.0% | Added |
| UMA Financial Services, Inc. | 28 | $1.16K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $1.45K | 0.00% | −423−92.4% | Reduced |
| Activest Wealth Management | 38 | $1.57K | 0.00% | −21−35.6% | Reduced |
| Rialto Wealth Management, LLC | 38 | $1.57K | 0.00% | +23+153.3% | Added |
| Miller Global Investments, LLC | 51 | $2.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 57 | $2.36K | 0.00% | +22+62.9% | Added |
| TD Capital Management LLC | 57 | $2.36K | 0.00% | +57 | New |
| Basecamp Wealth Advisors LLC | 58 | $2.40K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 58 | $2.46K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 68 | $2.83K | 0.00% | +30+78.9% | Added |
| Kilter Group LLC | 79 | $3.27K | 0.00% | +12+17.9% | Added |
| Bell Investment Advisors, Inc | 81 | $3.36K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 86 | $3.63K | 0.00% | +86 | New |
| JFS Wealth Advisors, LLC | 93 | $3.87K | 0.00% | −33−26.2% | Reduced |
| Colonial Trust Advisors | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 102 | $4.22K | 0.00% | +10+10.9% | Added |
| Triumph Capital Management | 102 | $4.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 105 | $4.35K | 0.00% | +59+128.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 105 | $4.35K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 108 | $4.47K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 117 | $4.85K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $5.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $5.05K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 124 | $5.14K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $5.43K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 139 | $5.76K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 160 | $6.63K | 0.00% | −110−40.7% | Reduced |
| CVA Family Office, LLC | 179 | $7.41K | 0.00% | +179 | New |
| Twin Peaks Wealth Advisors, LLC | 179 | $7.41K | 0.00% | +179 | New |
| True Wealth Design, LLC | 182 | $7.54K | 0.00% | +156+600.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $8.28K | 0.00% | −41−17.0% | Reduced |
| Tripletail Wealth Management, LLC | 200 | $8.37K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 217 | $8.99K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 250 | $10.4K | 0.00% | +4+1.6% | Added |
| First United Bank Trust | 252 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 252 | $10.5K | 0.01% | +2+0.8% | Added |
| Mather Group, LLC. | 261 | $10.8K | 0.00% | +261 | New |
| Assetmark, Inc | 262 | $10.9K | 0.00% | +27+11.5% | Added |
| Danske Bank A/S | 300 | $12.4K | 0.00% | −3,300−91.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 312 | $12.9K | 0.00% | +312 | New |
| Tacita Capital Inc | 321 | $13.3K | 0.01% | +321 | New |
| SRS Capital Advisors, Inc. | 341 | $14.1K | 0.00% | +245+255.2% | Added |
| MV Capital Management, Inc. | 346 | $14.3K | 0.00% | +3+0.9% | Added |
| Essential Partners LLC | 360 | $14.9K | 0.01% | +5+1.4% | Added |
| Versant Capital Management, Inc | 376 | $15.6K | 0.00% | +52+16.0% | Added |
| Smartleaf Asset Management LLC | 401 | $16.3K | 0.00% | +13+3.4% | Added |
| Burkett Financial Services, LLC | 409 | $17.0K | 0.01% | +4+1.0% | Added |
| Eurizon Capital SGR S.p.A. | 439 | $18.0K | 0.00% | −227−34.1% | Reduced |
| Manchester Capital Management LLC | 449 | $18.6K | 0.00% | −4−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 451 | $18.7K | 0.00% | −132−22.6% | Reduced |
| LRI Investments, LLC | 456 | $18.9K | 0.00% | +270+145.2% | Added |
| Salem Investment Counselors Inc | 501 | $20.9K | 0.00% | +501 | New |
| Anchor Investment Management, LLC | 542 | $22.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 628 | $27.0K | 0.00% | +207+49.2% | Added |
| SBI Securities Co., Ltd. | 662 | $27.4K | 0.00% | −19−2.8% | Reduced |
| Harbour Investments, Inc. | 684 | $28.3K | 0.00% | +404+144.3% | Added |
| Allworth Financial LP | 701 | $29.0K | 0.00% | +427+155.8% | Added |
| Ares Financial Consulting, LLC | 700 | $29.2K | 0.02% | +603+621.6% | Added |
| Clarity Asset Management, Inc. | 731 | $30.3K | 0.02% | −115−13.6% | Reduced |
| Bogart Wealth, LLC | 776 | $32.1K | 0.00% | +13+1.7% | Added |
| Root Financial Partners, LLC | 786 | $32.6K | 0.00% | +308+64.4% | Added |
| Kemnay Advisory Services Inc. | 827 | $34.3K | 0.01% | +414+100.2% | Added |
| Private Trust Co NA | 857 | $35.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 951 | $39.0K | 0.00% | +463+94.9% | Added |
| Farther Finance Advisors, LLC | 954 | $39.8K | 0.00% | +98+11.4% | Added |
| Signaturefd, LLC | 1,006 | $41.7K | 0.00% | −53−5.0% | Reduced |
| Covestor Ltd | 1,044 | $43.0K | 0.03% | −854−45.0% | Reduced |
| SHP Wealth Management | 1,041 | $43.1K | 0.00% | −898−46.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,290 | $53.4K | 0.00% | −29−2.2% | Reduced |
| Los Angeles Capital Management LLC | 1,385 | $57.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,480 | $61.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $62.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $62.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $66.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 1,658 | $68.7K | 0.00% | −14−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,679 | $69.5K | 0.00% | +187+12.5% | Added |
| Hughes Financial Services, LLC | 1,737 | $71.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,795 | $74.3K | 0.00% | −295−14.1% | Reduced |
| Key Financial Inc | 1,830 | $75.8K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,900 | $78.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,195 | $90.9K | 0.00% | +959+77.6% | Added |
| Nisa Investment Advisors, LLC | 2,449 | $102.4K | 0.00% | −16−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 2,869 | $118.8K | 0.00% | +500+21.1% | Added |
| GAMMA Investing LLC | 3,177 | $131.6K | 0.01% | +353+12.5% | Added |