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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 5,412 | $248.0K | 0.00% | +2,076+62.2% | Added |
| Guardian Wealth Advisors, LLC | 5,393 | $247.2K | 0.01% | +5,393 | New |
| Public Employees Retirement System of Ohio | 5,378 | $246.5K | 0.00% | +117+2.2% | Added |
| Milestone Asset Management, LLC | 5,353 | $245.3K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,271 | $241.6K | 0.00% | +5,271 | New |
| Summit Financial, LLC | 5,201 | $240.3K | 0.00% | +8+0.2% | Added |
| Hoxton Planning & Management, LLC | 5,198 | $238.2K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 5,180 | $237.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,118 | $234.6K | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 5,006 | $231.3K | 0.00% | +5,006 | New |
| Sivia Capital Partners, LLC | 5,017 | $229.9K | 0.03% | +5,017 | New |
| Hennion & Walsh Asset Management, Inc. | 4,933 | $226.1K | 0.01% | +4,933 | New |
| Cassaday & Co Wealth Management LLC | 4,924 | $225.7K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,761 | $218.0K | 0.00% | +4,761 | New |
| Abundance Wealth Counselors | 4,701 | $215.4K | 0.01% | +4,701 | New |
| Meeder Advisory Services, Inc. | 4,662 | $213.7K | 0.01% | +4,662 | New |
| Granite FO LLC | 4,619 | $211.7K | 0.11% | 00.0% | Unchanged |
| Callan Family Office, LLC | 4,615 | $211.5K | 0.00% | +4,615 | New |
| Peak Retirement Planning, Inc. | 4,563 | $209.1K | 0.03% | +4,563 | New |
| Shelton Capital Management | 4,559 | $208.9K | 0.00% | −285−5.9% | Reduced |
| Navellier & Associates Inc | 4,549 | $208.5K | 0.02% | +4,549 | New |
| Fifth Third Wealth Advisors LLC | 4,532 | $207.7K | 0.01% | +4,532 | New |
| Magnolia Private Wealth, LLC | 4,526 | $207.4K | 0.11% | +4,526 | New |
| Naples Global Advisors, LLC | 4,400 | $203.3K | 0.01% | +4,400 | New |
| Americana Partners, LLC | 4,364 | $200.0K | 0.00% | +4,364 | New |
| Huntington National Bank | 4,277 | $196.0K | 0.00% | +28+0.7% | Added |
| Evermay Wealth Management LLC | 4,159 | $192.2K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,916 | $180.7K | 0.00% | +1,467+59.9% | Added |
| Eastern Bank | 3,902 | $178.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,867 | $177.2K | 0.01% | +690+21.7% | Added |
| John W. Rosenthal Capital Management, Inc. | 3,786 | $173.5K | 0.15% | +3,786 | New |
| Aster Capital Management (DIFC) Ltd | 3,757 | $172.2K | 0.04% | +3,757 | New |
| Burnham & Co LLC | 3,544 | $162.4K | 0.13% | +3,544 | New |
| Smithfield Trust Co | 3,520 | $161.0K | 0.01% | 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 |
| Hilltop National Bank | 3,192 | $146.3K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,067 | $140.6K | 0.04% | +3,067 | New |
| Rothschild Investment LLC | 2,465 | $113.0K | 0.00% | +270+12.3% | Added |
| Key Financial Inc | 1,830 | $83.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,799 | $82.5K | 0.00% | +4+0.2% | Added |
| Hughes Financial Services, LLC | 1,738 | $79.7K | 0.01% | +1+0.1% | Added |
| IFG Advisory, LLC | 1,673 | $76.7K | 0.00% | +1,673 | New |
| Umb Bank N A | 1,637 | $75.0K | 0.00% | −21−1.3% | Reduced |
| FNY Investment Advisers, LLC | 1,600 | $73.0K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,537 | $70.4K | 0.00% | −9,083−85.5% | Reduced |
| Massmutual Trust Co FSB | 1,518 | $69.6K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,501 | $68.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,408 | $64.5K | 0.00% | +1,096+351.3% | Added |
| Ronald Blue Trust, Inc. | 1,280 | $58.7K | 0.00% | −10−0.8% | Reduced |
| Bayforest Capital Ltd | 1,185 | $54.3K | 0.05% | −2,004−62.8% | Reduced |
| Nykredit A/S | 1,131 | $51.8K | 0.00% | +1,131 | New |
| Optiver Holding B.V. | 1,073 | $49.2K | 0.00% | +1,073 | New |
| Signaturefd, LLC | 1,000 | $45.8K | 0.00% | −6−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 971 | $44.5K | 0.00% | −708−42.2% | Reduced |
| Harbor Capital Advisors, Inc. | 951 | $44.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 942 | $43.2K | 0.00% | +241+34.4% | Added |
| Kemnay Advisory Services Inc. | 935 | $42.9K | 0.01% | +108+13.1% | Added |
| Farther Finance Advisors, LLC | 907 | $41.6K | 0.00% | −47−4.9% | Reduced |
| Custom Index Systems, LLC | 860 | $39.4K | 0.01% | +860 | New |
| Private Trust Co NA | 857 | $39.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 864 | $39.0K | 0.02% | −180−17.2% | Reduced |
| Bogart Wealth, LLC | 776 | $35.6K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 741 | $34.0K | 0.00% | −300−28.8% | Reduced |
| Los Angeles Capital Management LLC | 704 | $32.3K | 0.00% | −681−49.2% | Reduced |
| Nomura Asset Management Co Ltd | 700 | $32.1K | 0.00% | −780−52.7% | Reduced |
| Ares Financial Consulting, LLC | 700 | $32.1K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 684 | $31.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 665 | $30.5K | 0.00% | +3+0.5% | Added |
| Bessemer Group Inc | 628 | $29.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 542 | $24.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 501 | $23.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 464 | $21.3K | 0.00% | +8+1.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 451 | $20.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 449 | $20.6K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 439 | $20.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 429 | $19.7K | 0.00% | −29,888−98.6% | Reduced |
| Burkett Financial Services, LLC | 412 | $18.9K | 0.01% | +3+0.7% | Added |
| Smartleaf Asset Management LLC | 401 | $18.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 376 | $17.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 374 | $17.1K | 0.00% | +157+72.4% | Added |
| True Wealth Design, LLC | 366 | $16.8K | 0.00% | +184+101.1% | Added |
| MV Capital Management, Inc. | 346 | $15.9K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 291 | $13.3K | 0.00% | +29+11.1% | Added |
| Accent Capital Management, LLC | 276 | $12.7K | 0.01% | +276 | New |
| Mather Group, LLC. | 261 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 255 | $11.7K | 0.01% | +3+1.2% | Added |
| First United Bank Trust | 252 | $11.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 250 | $11.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 216 | $9.90K | 0.00% | +37+20.7% | Added |
| Tripletail Wealth Management, LLC | 200 | $9.28K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 200 | $9.24K | 0.00% | +200 | New |
| Private Wealth Management Group, LLC | 200 | $9.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 186 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 182 | $8.34K | 0.00% | +182 | New |
| Fortitude Family Office, LLC | 176 | $8.07K | 0.00% | +71+67.6% | Added |
| SJS Investment Consulting Inc. | 165 | $7.56K | 0.00% | +141+587.5% | Added |
| Harbor Investment Advisory, LLC | 160 | $7.33K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 158 | $7.24K | 0.00% | +158 | New |