Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in United Bankshares Inc as of Jun 30, 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
451
+37 vs. Q1 2026
Shares held
103.1M
+2.95M (+2.9%) vs. Q1 2026
Total value
$4.73B
+$576.3M (+13.9%) vs. Q1 2026
New holders
68
157 more added
Sold out
31
125 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 451 institutions
Q1 2021: 278 institutionsQ2 2021: 280 institutionsQ3 2021: 295 institutionsQ4 2021: 301 institutionsQ1 2022: 306 institutionsQ2 2022: 296 institutionsQ3 2022: 314 institutionsQ4 2022: 326 institutionsQ1 2023: 311 institutionsQ2 2023: 298 institutionsQ3 2023: 309 institutionsQ4 2023: 310 institutionsQ1 2024: 316 institutionsQ2 2024: 305 institutionsQ3 2024: 336 institutionsQ4 2024: 347 institutionsQ1 2025: 378 institutionsQ2 2025: 365 institutionsQ3 2025: 371 institutionsQ4 2025: 395 institutionsQ1 2026: 420 institutionsQ2 2026: 451 institutions
Value heldQ2 2026: $4.73B
Q1 2021: $3.25BQ2 2021: $3.16BQ3 2021: $3.21BQ4 2021: $3.26BQ1 2022: $3.24BQ2 2022: $3.31BQ3 2022: $3.35BQ4 2022: $3.82BQ1 2023: $3.36BQ2 2023: $2.91BQ3 2023: $2.56BQ4 2023: $3.60BQ1 2024: $3.43BQ2 2024: $3.13BQ3 2024: $3.57BQ4 2024: $3.75BQ1 2025: $3.46BQ2 2025: $3.75BQ3 2025: $3.68BQ4 2025: $3.82BQ1 2026: $4.15BQ2 2026: $4.73B
Institutions holding UBSI and their total value by quarter
QuarterHoldersValue
Q2 2026451$4.73B
Q1 2026420$4.15B
Q4 2025395$3.82B
Q3 2025371$3.68B
Q2 2025365$3.75B
Q1 2025378$3.46B
Q4 2024347$3.75B
Q3 2024336$3.57B
Q2 2024305$3.13B
Q1 2024316$3.43B
Q4 2023310$3.60B
Q3 2023309$2.56B
Q2 2023298$2.91B
Q1 2023311$3.36B
Q4 2022326$3.82B
Q3 2022314$3.35B
Q2 2022296$3.31B
Q1 2022306$3.24B
Q4 2021301$3.26B
Q3 2021295$3.21B
Q2 2021280$3.16B
Q1 2021278$3.25B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q1 2026.

Institutions holding UBSI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth15$00.00%00.0%Unchanged
Navigoe, LLC9$00.00%+9New
Darwin Advisors, LLC0$70.00%0New
Activest Wealth Management1$460.00%−37−97.4%Reduced
Principia Wealth Advisory, LLC1$460.00%+1New
Raffa Wealth Management, LLC2$920.00%00.0%Unchanged
Dogwood Wealth Management LLC2$920.00%00.0%Unchanged
Maryland Capital Advisors Inc.2$920.00%+2New
DecisionPoint Financial, LLC4$1880.00%+4New
AdvisorNet Financial, Inc5$2290.00%+2+66.7%Added
CoreCap Advisors, LLC6$2750.00%+2+50.0%Added
Planning Strategies Inc.11$5040.00%+11New
Transamerica Financial Advisors, Inc.11$5080.00%00.0%Unchanged
South State Corp.12$5500.00%+12New
HFM Investment Advisors, LLC20$9170.00%+9+81.8%Added
Bay Harbor Wealth Management, LLC24$1.11K0.00%+8+50.0%Added
DiNuzzo Private Wealth, Inc.25$1.15K0.00%00.0%Unchanged
Strive Financial Group ,LLC25$1.15K0.00%00.0%Unchanged
Dunhill Financial, LLC27$1.28K0.00%00.0%Unchanged
Continuum Advisory, LLC28$1.28K0.00%+28New
UMA Financial Services, Inc.28$1.28K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd35$1.60K0.00%+35New
Rialto Wealth Management, LLC42$1.93K0.00%+4+10.5%Added
Creative Capital Management Investments LLC45$2.06K0.00%+45New
Miller Global Investments, LLC51$2.34K0.00%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.56$2.57K0.00%+56New
Cornerstone Financial Management LLC57$2.61K0.00%00.0%Unchanged
TD Capital Management LLC58$2.64K0.00%+1+1.8%Added
Holos Integrated Wealth LLC58$2.68K0.00%00.0%Unchanged
Larson Financial Group LLC59$2.70K0.00%+32+118.5%Added
Bell Investment Advisors, Inc81$3.71K0.00%00.0%Unchanged
Kilter Group LLC83$3.80K0.00%+4+5.1%Added
Whittier Trust Co of Nevada Inc86$3.97K0.00%00.0%Unchanged
Essential Partners LLC100$4.58K0.00%−260−72.2%Reduced
Colonial Trust Advisors100$4.58K0.00%00.0%Unchanged
Fulcrum Asset Management LLP101$4.62K0.00%+101New
Clearstead Advisors, LLC101$4.63K0.00%+66+188.6%Added
JFS Wealth Advisors, LLC101$4.65K0.00%+8+8.6%Added
Triumph Capital Management102$4.67K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.102$4.67K0.00%00.0%Unchanged
Rossby Financial, LCC102$4.67K0.00%+34+50.0%Added
Atlantic Edge Private Wealth Management, LLC105$4.81K0.00%00.0%Unchanged
Quent Capital, LLC108$4.95K0.00%00.0%Unchanged
Parkside Financial Bank & Trust117$5.36K0.00%00.0%Unchanged
Hollencrest Capital Management121$5.54K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc122$5.59K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC124$5.68K0.00%00.0%Unchanged
Action Point Financial Planning, LLC130$5.78K0.00%+130New
HHM Wealth Advisors, LLC131$6.00K0.00%00.0%Unchanged
Central Trust Co139$6.37K0.00%00.0%Unchanged
Picton Mahoney Asset Management142$6.51K0.00%−38,769−99.6%Reduced
LifeSteps Financial, Inc.158$7.24K0.00%+158New
Harbor Investment Advisory, LLC160$7.33K0.00%00.0%Unchanged
SJS Investment Consulting Inc.165$7.56K0.00%+141+587.5%Added
Fortitude Family Office, LLC176$8.07K0.00%+71+67.6%Added
Global Retirement Partners, LLC182$8.34K0.00%+182New
Farmers & Merchants Trust Co of Chambersburg PA186$9.00K0.00%00.0%Unchanged
Private Wealth Management Group, LLC200$9.17K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.200$9.24K0.00%+200New
Tripletail Wealth Management, LLC200$9.28K0.01%00.0%Unchanged
CVA Family Office, LLC216$9.90K0.00%+37+20.7%Added
Parallel Advisors, LLC250$11.5K0.00%00.0%Unchanged
First United Bank Trust252$11.5K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC255$11.7K0.01%+3+1.2%Added
Mather Group, LLC.261$12.0K0.00%00.0%Unchanged
Accent Capital Management, LLC276$12.7K0.01%+276New
Assetmark, Inc291$13.3K0.00%+29+11.1%Added
Danske Bank A/S300$13.7K0.00%00.0%Unchanged
MV Capital Management, Inc.346$15.9K0.00%00.0%Unchanged
True Wealth Design, LLC366$16.8K0.00%+184+101.1%Added
Atlantic Trust, LLC374$17.1K0.00%+157+72.4%Added
Versant Capital Management, Inc376$17.2K0.00%00.0%Unchanged
Smartleaf Asset Management LLC401$18.3K0.00%00.0%Unchanged
Burkett Financial Services, LLC412$18.9K0.01%+3+0.7%Added
Meeder Asset Management Inc429$19.7K0.00%−29,888−98.6%Reduced
Eurizon Capital SGR S.p.A.439$20.1K0.00%00.0%Unchanged
Manchester Capital Management LLC449$20.6K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.451$20.7K0.00%00.0%Unchanged
LRI Investments, LLC464$21.3K0.00%+8+1.8%Added
Salem Investment Counselors Inc501$23.2K0.00%00.0%Unchanged
Anchor Investment Management, LLC542$24.8K0.00%00.0%Unchanged
Bessemer Group Inc628$29.0K0.00%00.0%Unchanged
SBI Securities Co., Ltd.665$30.5K0.00%+3+0.5%Added
Harbour Investments, Inc.684$31.3K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd700$32.1K0.00%−780−52.7%Reduced
Ares Financial Consulting, LLC700$32.1K0.02%00.0%Unchanged
Los Angeles Capital Management LLC704$32.3K0.00%−681−49.2%Reduced
SHP Wealth Management741$34.0K0.00%−300−28.8%Reduced
Bogart Wealth, LLC776$35.6K0.00%00.0%Unchanged
Covestor Ltd864$39.0K0.02%−180−17.2%Reduced
Private Trust Co NA857$39.3K0.00%00.0%Unchanged
Custom Index Systems, LLC860$39.4K0.01%+860New
Farther Finance Advisors, LLC907$41.6K0.00%−47−4.9%Reduced
Kemnay Advisory Services Inc.935$42.9K0.01%+108+13.1%Added
Allworth Financial LP942$43.2K0.00%+241+34.4%Added
Harbor Capital Advisors, Inc.951$44.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC971$44.5K0.00%−708−42.2%Reduced
Signaturefd, LLC1,000$45.8K0.00%−6−0.6%Reduced
Optiver Holding B.V.1,073$49.2K0.00%+1,073New
Nykredit A/S1,131$51.8K0.00%+1,131New