United BanksharesUBSI

13F holders, Q1 2024 (March 31)
314holders
6famous investors
$35.82avg. 13F price*

At the end of Q1 2024, 314 institutions reported holding United Bankshares Inc. (UBSI) in their 13F filings. The largest holders were BlackRock Inc. ($698.6M), Vanguard Group Inc. ($506.4M) and State Street Corp. ($298.8M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
United Bankshares Inc.
CUSIP
909907107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 314Q1 2024Q2 2024: 304Q2 2024Q3 2024: 335Q3 2024Q4 2024: 346Q4 2024Q1 2025: 377Q1 2025Q2 2025: 364Q2 2025Q3 2025: 371Q3 2025Q4 2025: 395Q4 2025Q1 2026: 420Q1 2026Q2 2026: 450Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions29$27.4M
Exits25$11.5M

Ownership 314 holders

BlackRock Inc. 0.02% Reduce -2.3% 19,519,272 $698.6M
Vanguard Group Inc. 0.01% Reduce -0.4% 14,149,811 $506.4M
State Street Corp. 0.01% Reduce -2.4% 8,267,344 $298.8M
Dimensional Fund Advisors LP 0.08% Add +6.5% 7,765,120 $277.9M
Earnest Partners LLC 0.68% Reduce -1.9% 4,179,159 $149.6M
Victory Capital Management Inc. 0.14% Add +38.5% 3,926,845 $140.5M
Geode Capital Management, LLC 0.01% Add +2.9% 3,105,491 $111.2M
Silvercrest Asset Management Group LLC 0.51% Reduce -10.6% 2,114,464 $75.7M
Bank of New York Mellon Corp 0.01% Reduce -3.1% 1,691,655 $60.5M
Fuller & Thaler Asset Management, Inc. 0.25% Add +2.6% 1,572,016 $56.3M
Charles Schwab Investment Management Inc. 0.01% Add +3.7% 1,541,474 $55.2M
Northern Trust Corp. 0.01% Reduce -8.5% 1,487,956 $53.3M
Bank of America Corp. 0.00% Add +4.4% 1,314,831 $47.1M
Vaughan Nelson Investment Management, L.P. 0.41% Add +14.8% 1,311,291 $46.9M
Fisher Asset Management 0.02% Reduce -13.4% 1,193,357 $42.7M
Norges Bank 0.01% Reduce -2.2% 1,180,035 $42.2M
ProShare Advisors LLC 0.10% Reduce -23.9% 1,048,855 $37.5M
Nuveen Asset Management, LLC 0.01% Reduce -9.3% 906,251 $32.4M
Morgan Stanley 0.00% Reduce -13.1% 847,172 $30.3M
Invesco Ltd. 0.01% Add +183.4% 840,742 $30.1M
United Bank 3.10% Add +0.2% 725,551 $26.0M
Citadel Advisors 0.03% Reduce -34.3% 706,946 $25.3M
New York State Common Retirement Fund 0.03% Reduce -0.9% 658,359 $23.6M
Principal Financial Group Inc. 0.01% Reduce -5.3% 510,568 $18.3M
Rhumbline Advisers 0.02% Add +9.9% 508,211 $18.2M
JPMorgan Chase & Co. 0.00% Reduce -16.4% 492,290 $17.6M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Add +8.0% 436,843 $15.6M
Wells Fargo & Company 0.00% Reduce -3.5% 422,043 $15.1M
Goldman Sachs Group Inc. 0.00% Reduce -27.8% 405,115 $14.5M
Millennium Management 0.01% Add +22.4% 403,358 $14.4M
First Trust Advisors LP 0.01% Reduce -0.8% 395,810 $14.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +8.3% 386,857 $13.8M
Ameriprise Financial Inc. 0.00% Add +0.5% 354,381 $12.7M
Barclays PLC 0.01% Reduce -16.8% 315,136 $11.3M
Sei Investments Co. 0.02% Add +1.6% 291,226 $10.4M
Chartwell Investment Partners, LLC 0.36% Reduce -19.9% 288,311 $10.3M
Alliancebernstein L.P. 0.00% Reduce -0.7% 286,269 $10.2M
UBS Group AG 0.00% Reduce -14.5% 270,979 $9.7M
Natixis Advisors, LLC 0.02% Add +33.9% 267,243 $9.6M
Swiss National Bank 0.01% Add +0.2% 266,463 $9.5M
Envestnet Asset Management Inc. 0.00% Reduce -1.7% 248,029 $8.9M
California Public Employees Retirement System 0.01% Reduce -1.7% 245,157 $8.8M
American International Group, Inc. 0.03% Reduce -1.9% 241,627 $8.6M
Basswood Capital Management, L.L.C. 0.49% No change 233,034 $8.3M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -6.4% 212,063 $7.6M
AQR Capital Management 0.01% Reduce -29.4% 208,463 $7.4M
Legal & General Group Plc 0.00% Add +0.9% 201,601 $7.2M
Credit Suisse AG/ 0.01% Add +2.2% 180,304 $6.5M
Renaissance Technologies 0.01% New 169,733 $6.1M
Retirement Systems of Alabama 0.02% Add +0.0% 169,041 $6.0M
Manufacturers Life Insurance Company, The 0.01% Add +2.1% 164,420 $5.9M
Systematic Financial Management LP 0.16% Reduce -2.2% 160,538 $5.7M
Axxcess Wealth Management, LLC 0.16% Reduce -1.5% 160,183 $5.7M
Segall Bryant & Hamill, LLC 0.10% Add +10.8% 152,376 $5.5M
Rafferty Asset Management, LLC 0.02% Reduce -1.0% 152,102 $5.4M
Citigroup Inc. 0.01% Add +18.9% 144,561 $5.2M
MetLife Investment Management, LLC 0.03% Reduce -2.6% 138,577 $5.0M
California State Teachers Retirement System 0.01% Reduce -5.1% 134,507 $4.8M
New York State Teachers Retirement System 0.01% Add +0.6% 133,207 $4.8M
Bank of Montreal 0.00% Add +232.3% 130,925 $4.7M
NTV Asset Management LLC 0.70% Add +94.6% 128,309 $4.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.0% 124,548 $4.5M
Wesbanco Bank Inc. 0.17% Add +11.5% 123,398 $4.4M
Prudential PLC 0.04% New 119,714 $4.3M
Texas Permanent School Fund Corp. 0.03% Add +1.1% 117,813 $4.2M
Truist Financial Corp. 0.01% Reduce -10.7% 103,542 $3.7M
Raymond James & Associates 0.00% Reduce -3.4% 102,849 $3.7M
Dana Investment Advisors, Inc. 0.11% New 94,789 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +5.8% 91,228 $3.3M
Holocene Advisors, LP 0.01% New 87,997 $3.1M
Waldron Private Wealth LLC 0.14% Add +0.1% 83,306 $3.0M
Oppenheimer Asset Management Inc. 0.04% Reduce -16.1% 83,652 $3.0M
EP Wealth Advisors, LLC 0.03% No change 83,500 $3.0M
State of New Jersey Common Pension Fund D 0.01% Add +7.4% 81,191 $2.9M
Mutual of America Capital Management LLC 0.03% Reduce -3.8% 80,209 $2.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.2% 78,714 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.4% 78,233 $2.8M
Brown Advisory Inc. 0.00% Reduce -3.4% 78,024 $2.8M
Jane Street Group, LLC 0.00% Reduce -58.6% 75,726 $2.7M
Graham Capital Management, L.P. 0.14% New 71,577 $2.6M
American Century Companies Inc. 0.00% Add +14.7% 70,763 $2.5M
Amalgamated Bank 0.02% Reduce -9.5% 70,383 $2.5M
BNP Paribas Financial Markets 0.00% Add +77.8% 69,932 $2.5M
Janus Henderson Group PLC 0.00% Add +0.0% 68,617 $2.5M
Guggenheim Capital LLC 0.02% Add +43.7% 67,277 $2.4M
Captrust Financial Advisors 0.01% Reduce -19.9% 67,247 $2.4M
Comerica Bank 0.01% Reduce -3.2% 66,217 $2.4M
Deutsche Bank AG 0.00% Add +3.9% 66,126 $2.4M
Cambiar Investors LLC 0.09% Reduce -1.8% 64,850 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -5.0% 64,267 $2.3M
Prudential Financial Inc. 0.00% Reduce -1.9% 62,995 $2.3M
State of Tennessee, Department of Treasury 0.01% No change 62,900 $2.3M
Yousif Capital Management, LLC 0.02% Reduce -2.4% 61,101 $2.2M
Qube Research & Technologies Ltd 0.00% Add +18247.3% 60,913 $2.2M
Staley Capital Advisers Inc. 0.10% Reduce -5.8% 60,110 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -47.5% 59,885 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -38.1% 56,655 $2.1M
Wealthcare Advisory Partners LLC 0.07% Add +2.2% 57,278 $2.0M
Focus Partners Wealth 0.02% No change 56,840 $2.0M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -22.1% 56,088 $2.0M
Franklin Resources Inc. 0.00% Reduce -32.3% 54,481 $1.9M
Creative Planning 0.00% Reduce -33.4% 51,863 $1.9M
Anchor Capital Advisors LLC 0.05% Add +1.3% 51,205 $1.8M
State Board of Administration of Florida Retirement System 0.00% Add +37.7% 51,455 $1.8M
Stifel Financial Corp. 0.00% Reduce -20.1% 48,715 $1.7M
Russell Investments Group, Ltd. 0.00% Add +4.6% 46,888 $1.7M
LPL Financial LLC 0.00% Reduce -2.4% 46,057 $1.6M
FMR LLC 0.00% Add +100.5% 45,121 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 43,894 $1.6M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 43,042 $1.5M
Ameritas Investment Partners, Inc. 0.05% No change 43,020 $1.5M
Voya Investment Management LLC 0.00% Reduce -19.2% 42,119 $1.5M
Cerity Partners LLC 0.00% Add +146.2% 40,689 $1.5M
Snowden Capital Advisors LLC 0.04% Reduce -7.2% 38,565 $1.4M
Louisiana State Employees Retirement System 0.03% Add +2.1% 38,700 $1.4M
Teacher Retirement System of Texas 0.01% Reduce -9.4% 37,610 $1.3M
Arizona State Retirement System 0.01% Reduce -1.7% 37,083 $1.3M
NewEdge Advisors, LLC 0.01% Add +213.6% 35,100 $1.3M
Janney Montgomery Scott LLC 0.00% Reduce -11.9% 34,903 $1.2M
Voloridge Investment Management, LLC 0.00% New 34,294 $1.2M
PNC Financial Services Group, Inc. 0.00% Reduce -2.5% 34,271 $1.2M
Jefferies Financial Group Inc. 0.03% No change 33,400 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -12.1% 33,292 $1.2M
State of Michigan Retirement System 0.01% Add +1.9% 33,013 $1.2M
Jackson Creek Investment Advisors LLC 0.40% Reduce -0.2% 31,032 $1.1M
Klingman & Associates, LLC 0.08% No change 30,596 $1.1M
Kingsview Wealth Management, LLC 0.03% Reduce -0.1% 30,557 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.0% 30,026 $1.1M
Atria Investments, Inc 0.01% New 29,947 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.0% 29,777 $1.1M
Tranquility Partners, LLC 0.40% No change 29,185 $1.0M
HSBC Holdings PLC 0.00% Add +312.0% 28,565 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.0% 27,969 $1.0M
New Mexico Educational Retirement Board 0.04% No change 27,400 $981K
Royal Bank of Canada 0.00% Reduce -48.5% 27,335 $978K
Campbell & CO Investment Adviser LLC 0.08% New 27,048 $968K
Sandy Spring Bank 0.04% Reduce -3.6% 26,508 $949K
Ontario Teachers Pension Plan Board 0.01% New 25,187 $901K
Main Street Group, LTD 0.44% Add +588.3% 25,618 $901K
Foster Victor Wealth Advisors, LLC 0.08% No change 26,630 $885K
Verity Asset Management, Inc. 0.48% Add +5.7% 24,021 $860K
Mariner, LLC 0.00% Add +5.4% 23,850 $854K
Huntington National Bank 0.01% Add +0.2% 23,614 $845K
Commonwealth Financial Services, LLC 0.20% No change 22,328 $838K
McKinley Carter Wealth Services, Inc. 0.06% Reduce -32.4% 23,386 $837K
US Bancorp \de 0.00% Reduce -8.3% 22,600 $809K
Rockefeller Capital Management L.P. 0.00% Add +99.2% 22,590 $808K
Handelsbanken Fonder AB 0.00% No change 22,146 $793K
Moors & Cabot, Inc. 0.04% Reduce -0.1% 22,022 $788K
Heritage Wealth Advisors 0.04% Add +0.2% 21,809 $781K
Linden Thomas Advisory Services, LLC 0.12% Reduce -0.5% 21,309 $763K
Resources Management Corp. /CT/ 0.11% No change 20,500 $734K
HighTower Advisors, LLC 0.00% Add +10.1% 20,095 $720K
Pacer Advisors, Inc. 0.00% Reduce -0.9% 20,108 $720K
Federated Hermes, Inc. 0.00% Reduce -66.3% 20,085 $719K
Prospera Financial Services Inc 0.02% Add +3.7% 19,737 $706K
Family Asset Management, LLC 0.44% Reduce -51.0% 19,720 $706K
Teza Capital Management LLC 0.09% Add +27.3% 19,457 $696K
Keybank National Association 0.00% Add +34.0% 19,397 $694K
Xponance LLC 0.01% Reduce -1.2% 19,119 $684K
Advisory Services Network, LLC 0.01% Add +326.6% 18,294 $655K
DAVENPORT & Co LLC 0.00% Reduce -3.8% 18,270 $654K
Synovus Financial Corp. 0.01% Add +8.6% 17,475 $625K
Schroder Investment Management Group 0.00% Add +57.6% 17,414 $623K
NORTHSTAR ASSET MANAGEMENT Co 0.15% No change 17,268 $618K
Brighton Jones LLC 0.02% Add +1.1% 16,686 $597K
Pictet Asset Management Holding SA 0.00% No change 15,685 $561K
Connable Office Inc. 0.06% Add +5.0% 15,650 $560K
Commonwealth Equity Services, LLC 0.00% Reduce -10.6% 14,939 $535K
State of Alaska, Department of Revenue 0.01% No change 14,574 $521K
Public Employees Retirement Association of Colorado 0.00% No change 14,420 $516K
Aquatic Capital Management LLC 0.02% New 13,900 $497K
RIA Advisory Group LLC 0.20% New 13,680 $490K
Integrated Investment Consultants, LLC 0.13% Reduce -5.4% 12,784 $458K
United Services Automobile Association 0.01% No change 12,671 $453K
Illinois Municipal Retirement Fund 0.01% Reduce -62.1% 12,606 $451K
Janney Capital Management LLC 0.03% No change 12,517 $448K
CWA Asset Management Group, LLC 0.03% No change 12,425 $445K
Cetera Investment Advisers 0.00% New 12,027 $430K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -13.4% 11,888 $425K
Brown Miller Wealth Management, LLC 0.19% Add +1.0% 11,770 $421K
Toth Financial Advisory Corp. 0.05% No change 11,738 $420K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.3% 11,223 $402K
Securian Asset Management, Inc. 0.01% Reduce -2.3% 11,070 $396K
Lincoln National Corp. 0.01% Reduce -1.3% 11,037 $395K
Osaic Holdings, Inc. 0.00% Reduce -58.2% 10,858 $389K
Curran Financial Partners, LLC 0.13% No change 10,781 $386K
Advantage Alpha Capital Partners LP 0.07% Reduce -25.4% 10,760 $385K
State of Wisconsin Investment Board 0.00% Reduce -64.2% 10,675 $382K
City Holding Co. 0.06% No change 10,608 $380K
Belpointe Asset Management LLC 0.03% No change 10,133 $363K
Los Angeles Capital Management LLC 0.00% Reduce -14.2% 10,045 $360K
Inspire Investing, LLC 0.04% Reduce -2.3% 9,976 $357K
Profund Advisors LLC 0.01% Reduce -0.3% 9,948 $356K
STRS Ohio 0.00% Reduce -68.6% 9,900 $354K
D. E. Shaw & Co. 0.00% New 9,807 $351K
Kestra Advisory Services, LLC 0.00% Reduce -8.0% 9,473 $339K
Jamison Private Wealth Management, Inc. 0.06% No change 9,348 $335K
Daiwa Securities Group Inc. 0.00% New 9,336 $334K
SG Americas Securities, LLC 0.00% Add +131.9% 9,326 $334K
IFP Advisors, Inc 0.01% Reduce -6.6% 9,317 $333K
Catalyst Funds Management Pty Ltd 0.09% — 9,300 $333K
Cipher Capital LP 0.15% Add +37.6% 9,071 $325K
Halpern Financial, Inc. 0.09% No change 9,450 $323K
Braun-Bostich & Associates Inc. 0.27% Reduce -0.0% 8,906 $319K
Crossmark Global Holdings, Inc. 0.01% Reduce -4.1% 8,744 $313K
City Center Advisors, LLC 0.37% — 8,642 $313K
Sargent Investment Group, LLC 0.07% Reduce -12.6% 8,645 $309K
O'shaughnessy Asset Management, LLC 0.00% New 8,509 $305K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.4% 8,385 $300K
Wealthspire Advisors, LLC 0.00% Add +0.1% 8,201 $294K
Pathstone Holdings, LLC 0.00% Add +16.6% 8,057 $288K
Canal Capital Management, LLC 0.05% Add +0.1% 8,049 $288K
Teton Advisors, Inc. 0.10% No change 8,000 $286K
United Capital Financial Advisors, LLC 0.00% Reduce -0.7% 7,964 $285K
Stratos Wealth Advisors, LLC 0.02% Reduce -2.0% 7,870 $282K
Corient Private Wealth LP 0.00% Add +5.2% 7,076 $253K
Peoples Bank 0.14% No change 7,044 $252K
Brown Brothers Harriman & Co. 0.00% Add +39.2% 6,974 $250K
Two Sigma Securities, LLC 0.01% Reduce -38.0% 6,940 $248K
Metropolitan Life Insurance Co 0.01% Reduce -8.7% 6,878 $246K
Tidal Investments LLC 0.00% New 6,761 $242K
Accordant Advisory Group Inc 0.18% — 6,700 $240K
Graves Light Lenhart Wealth, Inc. 0.03% No change 6,700 $240K
Nisa Investment Advisors, LLC 0.00% Add +7.8% 6,525 $236K
Ethic Inc. 0.01% Reduce -3.2% 6,536 $234K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -3.8% 6,237 $223K
Salomon & Ludwin, LLC 0.02% Reduce -1.6% 6,221 $223K
Naples Global Advisors, LLC 0.02% No change 5,900 $213K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -8.8% 5,949 $213K
Cassaday & Co Wealth Management LLC 0.01% No change 5,946 $213K
Shelton Capital Management 0.01% No change 5,908 $211K
MAI Capital Management 0.00% New 5,795 $207K
Courier Capital LLC 0.01% No change 5,789 $207K
Cubist Systematic Strategies, LLC 0.00% New 5,781 $207K
Schonfeld Strategic Advisors LLC 0.00% New 5,693 $204K
Neuberger Berman Group LLC 0.00% New 5,620 $201K
Accurate Wealth Management, LLC 0.06% Reduce -2.8% 5,879 $201K
Spire Wealth Management 0.00% No change 5,488 $196K
Granite FO LLC 0.10% No change 4,619 $178K
Evermay Wealth Management LLC 0.02% No change 4,159 $150K
Burkett Financial Services, LLC 0.07% Add +0.7% 3,987 $143K
AlphaQuest LLC 0.02% New 3,545 $127K
KBC Group NV 0.00% Add +25.3% 2,963 $106K
FNY Investment Advisers, LLC 0.06% No change 2,900 $103K
Principal Securities, Inc. 0.00% Reduce -25.7% 2,780 $99K
Hilltop National Bank 0.03% — 2,682 $96K
Anchor Investment Management, LLC 0.01% No change 2,542 $91K
Global Retirement Partners, LLC 0.00% No change 2,499 $89K
Shell Asset Management Co. 0.00% Reduce -9.9% 2,676 $87K
First Manhattan Co. Llc. 0.00% Add +482.2% 2,288 $82K
New Covenant Trust Company, N.A. 0.08% — 2,218 $79K
CI Investments Inc. 0.00% Add +22.9% 2,200 $79K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.0% 2,131 $76K
Steward Partners Investment Advisory, LLC 0.00% No change 1,974 $71K
Private Trust Co. NA 0.01% No change 1,912 $68K
Public Employees Retirement System of Ohio 0.00% Add +5.4% 1,870 $67K
Key Financial Inc 0.02% No change 1,830 $65K
Kiely Wealth Advisory Group, Inc. 0.04% Add +130.3% 1,932 $64K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,518 $54K
Canton Hathaway, LLC 0.01% No change 1,501 $54K
Harbor Investment Advisory, LLC 0.01% No change 1,330 $48K
Hazlett, Burt & Watson, Inc. 0.03% No change 1,319 $47K
Hexagon Capital Partners LLC 0.01% Reduce -10.8% 1,200 $43K
Aspire Private Capital, LLC 0.01% No change 1,131 $40K
Nomura Asset Management Co. Ltd. 0.00% No change 1,080 $39K
Clarity Asset Management, Inc. 0.03% Add +3.9% 1,071 $38K
Fifth Third Bancorp 0.00% Add +5.5% 1,030 $37K
nVerses Capital, LLC 0.08% New 900 $32K
Covestor Ltd 0.02% Reduce -67.6% 872 $31K
CIBC Private Wealth Group LLC 0.00% New 876 $31K
Avior Wealth Management, LLC 0.00% New 775 $28K
PSI Advisors, LLC 0.01% No change 756 $27K
Allspring Global Investments Holdings, LLC 0.00% New 656 $23K
Bessemer Group Inc. 0.00% Add +232.3% 618 $22K
Glass Jacobson Investment Advisors llc 0.01% No change 588 $21K
Rothschild Investment LLC 0.00% Add +1.7% 586 $21K
Salem Investment Counselors Inc. 0.00% No change 501 $18K
GAMMA Investing LLC 0.00% Add +15.0% 437 $16K
Gleason Group, Inc. 0.00% Add +1.0% 422 $15K
City State Bank 0.01% No change 400 $14K
EverSource Wealth Advisors, LLC 0.00% Add +33.4% 407 $13K
MV Capital Management, Inc. 0.00% No change 340 $12K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 295 $11K
Harbour Investments, Inc. 0.00% No change 280 $10K
UMB Bank, n.a. 0.00% Add +17.8% 278 $10K
Allworth Financial LP 0.00% No change 256 $9K
Private Wealth Management Group, LLC 0.00% No change 252 $9K
First United Bank & Trust 0.00% No change 252 $9K
CENTRAL TRUST Co 0.00% No change 232 $8K
Parallel Advisors, LLC 0.00% No change 226 $8K
Blue Trust, Inc. 0.00% Reduce -55.9% 216 $8K
LifeSteps Financial, Inc. 0.00% New 158 $6K
Macroview Investment Management LLC 0.01% No change 151 $5K
Quadrant Capital Group LLC 0.00% No change 146 $5K
HHM Wealth Advisors, LLC 0.00% No change 131 $5K
General Partner, Inc. 0.00% No change 122 $4K
Hollencrest Capital Management 0.00% No change 121 $4K
Concourse Financial Group Securities, Inc. 0.00% No change 113 $4K
Carolinas Wealth Consulting LLC 0.00% Reduce -1.1% 93 $3K
Tidemark, LLC 0.00% No change 91 $3K
Bell Investment Advisors, Inc 0.00% No change 81 $3K
Farther Finance Advisors, LLC 0.00% No change 81 $3K
Signaturefd, LLC 0.00% Add +69.0% 71 $3K
Bogart Wealth, LLC 0.00% No change 71 $3K
Mather Group, Llc. 0.00% New 64 $2K
JFS Wealth Advisors, LLC 0.00% Add +77.1% 62 $2K
Smartleaf Asset Management LLC 0.00% New 61 $2K
Cwm, LLC 0.00% Add +15.4% 60 $2K
Farmers & Merchants Investments Inc. 0.00% No change 52 $2K
SJS Investment Consulting Inc. 0.00% No change 34 $1K
Geneos Wealth Management Inc. 0.00% New 26 $931
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 21 $752
TFO Wealth Partners, LLC 0.00% No change 8 $286

"% of holder's portfolio" is UBSI's weight in each manager's 13F, not the share of United Bankshares Inc. the manager owns.