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 |
|---|---|---|---|---|---|
| KBC Group NV | 5,180 | $215.0K | 0.00% | +946+22.3% | Added |
| Fieldview Capital Management, LLC | 5,144 | $213.1K | 0.06% | −87,057−94.4% | Reduced |
| Vectors Research Management, LLC | 5,118 | $212.0K | 0.06% | +5,118 | New |
| MQS Management LLC | 5,094 | $211.0K | 0.14% | +5,094 | New |
| Legacy Wealth Asset Management, LLC | 5,012 | $207.6K | 0.05% | +5,012 | New |
| Cannon Financial Strategists, Inc. | 5,000 | $207.1K | 0.03% | +5,000 | New |
| Appalachian Capital Management Ltd | 5,000 | $207.1K | 0.17% | +5,000 | New |
| Cassaday & Co Wealth Management LLC | 4,924 | $204.0K | 0.00% | −1,022−17.2% | Reduced |
| Savant Capital, LLC | 4,918 | $203.7K | 0.00% | +4,918 | New |
| Shelton Capital Management | 4,844 | $200.6K | 0.00% | +4,844 | New |
| Granite FO LLC | 4,619 | $191.3K | 0.11% | 00.0% | Unchanged |
| Huntington National Bank | 4,249 | $176.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,159 | $173.8K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 3,902 | $161.6K | 0.00% | −872−18.3% | Reduced |
| Trask Adam Roland | 3,544 | $146.8K | 0.14% | +3,544 | New |
| Smithfield Trust Co | 3,520 | $146.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,426 | $141.9K | 0.00% | −12−0.3% | Reduced |
| Hantz Financial Services, Inc. | 3,336 | $138.0K | 0.00% | +1,164+53.6% | Added |
| Hilltop National Bank | 3,192 | $132.2K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,189 | $132.1K | 0.15% | −2,811−46.9% | Reduced |
| GAMMA Investing LLC | 3,177 | $131.6K | 0.01% | +353+12.5% | Added |
| Exchange Traded Concepts, LLC | 2,869 | $118.8K | 0.00% | +500+21.1% | Added |
| Nisa Investment Advisors, LLC | 2,449 | $102.4K | 0.00% | −16−0.6% | Reduced |
| Rothschild Investment LLC | 2,195 | $90.9K | 0.00% | +959+77.6% | Added |
| Hillsdale Investment Management Inc. | 1,900 | $78.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,830 | $75.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,795 | $74.3K | 0.00% | −295−14.1% | Reduced |
| Hughes Financial Services, LLC | 1,737 | $71.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,679 | $69.5K | 0.00% | +187+12.5% | Added |
| Umb Bank N A | 1,658 | $68.7K | 0.00% | −14−0.8% | Reduced |
| FNY Investment Advisers, LLC | 1,600 | $66.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $62.9K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $62.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,480 | $61.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,385 | $57.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,290 | $53.4K | 0.00% | −29−2.2% | Reduced |
| SHP Wealth Management | 1,041 | $43.1K | 0.00% | −898−46.3% | Reduced |
| Covestor Ltd | 1,044 | $43.0K | 0.03% | −854−45.0% | Reduced |
| Signaturefd, LLC | 1,006 | $41.7K | 0.00% | −53−5.0% | Reduced |
| Farther Finance Advisors, LLC | 954 | $39.8K | 0.00% | +98+11.4% | Added |
| Harbor Capital Advisors, Inc. | 951 | $39.0K | 0.00% | +463+94.9% | Added |
| Private Trust Co NA | 857 | $35.5K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 827 | $34.3K | 0.01% | +414+100.2% | Added |
| Root Financial Partners, LLC | 786 | $32.6K | 0.00% | +308+64.4% | Added |
| Bogart Wealth, LLC | 776 | $32.1K | 0.00% | +13+1.7% | Added |
| Clarity Asset Management, Inc. | 731 | $30.3K | 0.02% | −115−13.6% | Reduced |
| Ares Financial Consulting, LLC | 700 | $29.2K | 0.02% | +603+621.6% | Added |
| Allworth Financial LP | 701 | $29.0K | 0.00% | +427+155.8% | Added |
| Harbour Investments, Inc. | 684 | $28.3K | 0.00% | +404+144.3% | Added |
| SBI Securities Co., Ltd. | 662 | $27.4K | 0.00% | −19−2.8% | Reduced |
| Bessemer Group Inc | 628 | $27.0K | 0.00% | +207+49.2% | Added |
| Anchor Investment Management, LLC | 542 | $22.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 501 | $20.9K | 0.00% | +501 | New |
| LRI Investments, LLC | 456 | $18.9K | 0.00% | +270+145.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 451 | $18.7K | 0.00% | −132−22.6% | Reduced |
| Manchester Capital Management LLC | 449 | $18.6K | 0.00% | −4−0.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 439 | $18.0K | 0.00% | −227−34.1% | Reduced |
| Burkett Financial Services, LLC | 409 | $17.0K | 0.01% | +4+1.0% | Added |
| Smartleaf Asset Management LLC | 401 | $16.3K | 0.00% | +13+3.4% | Added |
| Versant Capital Management, Inc | 376 | $15.6K | 0.00% | +52+16.0% | Added |
| Essential Partners LLC | 360 | $14.9K | 0.01% | +5+1.4% | Added |
| MV Capital Management, Inc. | 346 | $14.3K | 0.00% | +3+0.9% | Added |
| SRS Capital Advisors, Inc. | 341 | $14.1K | 0.00% | +245+255.2% | Added |
| Tacita Capital Inc | 321 | $13.3K | 0.01% | +321 | New |
| Federation des caisses Desjardins du Quebec | 312 | $12.9K | 0.00% | +312 | New |
| Danske Bank A/S | 300 | $12.4K | 0.00% | −3,300−91.7% | Reduced |
| Assetmark, Inc | 262 | $10.9K | 0.00% | +27+11.5% | Added |
| Mather Group, LLC. | 261 | $10.8K | 0.00% | +261 | New |
| Hilton Head Capital Partners, LLC | 252 | $10.5K | 0.01% | +2+0.8% | Added |
| First United Bank Trust | 252 | $10.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 250 | $10.4K | 0.00% | +4+1.6% | Added |
| Atlantic Trust, LLC | 217 | $8.99K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 200 | $8.37K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $8.28K | 0.00% | −41−17.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $8.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 182 | $7.54K | 0.00% | +156+600.0% | Added |
| CVA Family Office, LLC | 179 | $7.41K | 0.00% | +179 | New |
| Twin Peaks Wealth Advisors, LLC | 179 | $7.41K | 0.00% | +179 | New |
| Harbor Investment Advisory, LLC | 160 | $6.63K | 0.00% | −110−40.7% | Reduced |
| Central Trust Co | 139 | $5.76K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 131 | $5.43K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 124 | $5.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $5.05K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 121 | $5.01K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 117 | $4.85K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 108 | $4.47K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 105 | $4.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 105 | $4.35K | 0.00% | +59+128.3% | Added |
| Triumph Capital Management | 102 | $4.26K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 102 | $4.22K | 0.00% | +10+10.9% | Added |
| Colonial Trust Advisors | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $3.87K | 0.00% | −33−26.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 86 | $3.63K | 0.00% | +86 | New |
| Bell Investment Advisors, Inc | 81 | $3.36K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 79 | $3.27K | 0.00% | +12+17.9% | Added |
| Rossby Financial, LCC | 68 | $2.83K | 0.00% | +30+78.9% | Added |
| Holos Integrated Wealth LLC | 58 | $2.46K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 58 | $2.40K | 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 |