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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding United Bankshares Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 1,185 | $54.3K | 0.05% | −2,004−62.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,280 | $58.7K | 0.00% | −10−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,408 | $64.5K | 0.00% | +1,096+351.3% | Added |
| Canton Hathaway, LLC | 1,501 | $68.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,518 | $69.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,537 | $70.4K | 0.00% | −9,083−85.5% | Reduced |
| FNY Investment Advisers, LLC | 1,600 | $73.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 1,637 | $75.0K | 0.00% | −21−1.3% | Reduced |
| IFG Advisory, LLC | 1,673 | $76.7K | 0.00% | +1,673 | New |
| Hughes Financial Services, LLC | 1,738 | $79.7K | 0.01% | +1+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,799 | $82.5K | 0.00% | +4+0.2% | Added |
| Key Financial Inc | 1,830 | $83.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,465 | $113.0K | 0.00% | +270+12.3% | Added |
| Cape Investment Advisory, Inc. | 3,067 | $140.6K | 0.04% | +3,067 | New |
| Hilltop National Bank | 3,192 | $146.3K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,401 | $155.9K | 0.00% | −38,273−91.8% | Reduced |
| Exchange Traded Concepts, LLC | 3,401 | $155.9K | 0.00% | +532+18.5% | Added |
| Smithfield Trust Co | 3,520 | $161.0K | 0.01% | 00.0% | Unchanged |
| Burnham & Co LLC | 3,544 | $162.4K | 0.13% | +3,544 | New |
| Aster Capital Management (DIFC) Ltd | 3,757 | $172.2K | 0.04% | +3,757 | New |
| John W. Rosenthal Capital Management, Inc. | 3,786 | $173.5K | 0.15% | +3,786 | New |
| GAMMA Investing LLC | 3,867 | $177.2K | 0.01% | +690+21.7% | Added |
| Eastern Bank | 3,902 | $178.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,916 | $180.7K | 0.00% | +1,467+59.9% | Added |
| Evermay Wealth Management LLC | 4,159 | $192.2K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 4,277 | $196.0K | 0.00% | +28+0.7% | Added |
| Americana Partners, LLC | 4,364 | $200.0K | 0.00% | +4,364 | New |
| Naples Global Advisors, LLC | 4,400 | $203.3K | 0.01% | +4,400 | New |
| Magnolia Private Wealth, LLC | 4,526 | $207.4K | 0.11% | +4,526 | New |
| Fifth Third Wealth Advisors LLC | 4,532 | $207.7K | 0.01% | +4,532 | New |
| Navellier & Associates Inc | 4,549 | $208.5K | 0.02% | +4,549 | New |
| Shelton Capital Management | 4,559 | $208.9K | 0.00% | −285−5.9% | Reduced |
| Peak Retirement Planning, Inc. | 4,563 | $209.1K | 0.03% | +4,563 | New |
| Callan Family Office, LLC | 4,615 | $211.5K | 0.00% | +4,615 | New |
| Granite FO LLC | 4,619 | $211.7K | 0.11% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,662 | $213.7K | 0.01% | +4,662 | New |
| Abundance Wealth Counselors | 4,701 | $215.4K | 0.01% | +4,701 | New |
| Park Avenue Securities LLC | 4,761 | $218.0K | 0.00% | +4,761 | New |
| Cassaday & Co Wealth Management LLC | 4,924 | $225.7K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,933 | $226.1K | 0.01% | +4,933 | New |
| Sivia Capital Partners, LLC | 5,017 | $229.9K | 0.03% | +5,017 | New |
| Citizens Financial Group Inc | 5,006 | $231.3K | 0.00% | +5,006 | New |
| Vectors Research Management, LLC | 5,118 | $234.6K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 5,180 | $237.0K | 0.00% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 5,198 | $238.2K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,201 | $240.3K | 0.00% | +8+0.2% | Added |
| Merit Financial Group, LLC | 5,271 | $241.6K | 0.00% | +5,271 | New |
| Milestone Asset Management, LLC | 5,353 | $245.3K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,378 | $246.5K | 0.00% | +117+2.2% | Added |
| Guardian Wealth Advisors, LLC | 5,393 | $247.2K | 0.01% | +5,393 | New |
| Hantz Financial Services, Inc. | 5,412 | $248.0K | 0.00% | +2,076+62.2% | Added |
| Prospera Financial Services Inc | 5,443 | $249.5K | 0.00% | −1,118−17.0% | Reduced |
| Aptus Capital Advisors, LLC | 5,459 | $250.2K | 0.00% | +5,459 | New |
| Empowered Funds, LLC | 5,466 | $250.5K | 0.00% | +130+2.4% | Added |
| Beacon Investment Advisors LLC | 5,517 | $252.9K | 0.08% | +36+0.7% | Added |
| Employees Retirement System of Texas | 5,548 | $254.0K | 0.00% | +5,548 | New |
| Marathon Strategic Advisors, LLC | 5,565 | $255.0K | 0.14% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 5,712 | $261.8K | 0.06% | +81+1.4% | Added |
| Peoples Bank | 5,735 | $262.8K | 0.14% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,942 | $272.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,020 | $282.6K | 0.02% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 6,187 | $283.6K | 0.06% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 6,191 | $283.7K | 0.00% | +6,191 | New |
| Graves-Light Private Wealth Management, Inc. | 6,257 | $286.8K | 0.03% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 6,277 | $287.7K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,336 | $290.4K | 0.00% | +6,336 | New |
| Mutual Advisors, LLC | 6,361 | $291.5K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 6,500 | $297.9K | 0.20% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,625 | $306.0K | 0.00% | +695+11.7% | Added |
| Natural Investments, LLC | 6,780 | $310.0K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,772 | $310.4K | 0.00% | −15,327−69.4% | Reduced |
| Edgestream Partners, L.P. | 6,777 | $310.6K | 0.01% | −8,169−54.7% | Reduced |
| D.A. Davidson & Co. | 6,782 | $310.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6,876 | $315.1K | 0.01% | +649+10.4% | Added |
| Concurrent Investment Advisors, LLC | 6,939 | $318.0K | 0.00% | −217−3.0% | Reduced |
| Jane Street Group, LLC | 6,981 | $319.9K | 0.00% | −43,713−86.2% | Reduced |
| Teton Advisors, LLC | 7,000 | $320.8K | 0.19% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,316 | $335.3K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 7,331 | $336.0K | 0.00% | +7,331 | New |
| JMN Financial LLC | 7,451 | $344.8K | 0.27% | +1,616+27.7% | Added |
| DnB Asset Management AS | 7,549 | $346.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,553 | $346.2K | 0.00% | +1,495+24.7% | Added |
| AE Wealth Management LLC | 7,572 | $347.0K | 0.00% | +1,443+23.5% | Added |
| Revolve Wealth Partners, LLC | 7,664 | $351.2K | 0.04% | +7,664 | New |
| Profund Advisors LLC | 7,674 | $351.7K | 0.01% | +180+2.4% | Added |
| Crossmark Global Holdings, Inc. | 7,718 | $353.7K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 7,847 | $359.6K | 0.44% | +2,753+54.0% | Added |
| Jamison Private Wealth Management, Inc. | 8,000 | $366.6K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,038 | $368.4K | 0.00% | −57−0.7% | Reduced |
| Facet Wealth, Inc. | 8,259 | $378.5K | 0.01% | −186−2.2% | Reduced |
| Integrated Investment Consultants, LLC | 8,325 | $381.5K | 0.08% | −37−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 8,326 | $381.6K | 0.00% | +7,985+2,341.6% | Added |
| Sit Investment Associates Inc | 8,335 | $382.0K | 0.01% | +8,335 | New |
| High Point Wealth Management, LLC | 8,376 | $383.9K | 0.31% | +77+0.9% | Added |
| Zacks Investment Management | 8,725 | $399.9K | 0.00% | −4,420−33.6% | Reduced |
| NovaPoint Capital, LLC | 8,743 | $400.7K | 0.08% | +8,743 | New |
| AlphaGrep UK Ltd | 8,755 | $401.2K | 0.12% | +8,755 | New |
| HB Wealth Management, LLC | 8,762 | $401.6K | 0.00% | +200+2.3% | Added |
| Curran Financial Partners, LLC | 8,841 | $405.2K | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,983 | $411.7K | 0.02% | +8,983 | New |