United BanksharesUBSI
13F holders, Q3 2024 (September 30)335holders +31
45new positions
19sold out
6famous investors
$37.13avg. 13F price*
At the end of Q3 2024, 335 institutions reported holding United Bankshares Inc. (UBSI) in their 13F filings, up 31 from Q2 2024. 45 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($726.6M), Vanguard Group Inc. ($526.6M) and Dimensional Fund Advisors LP ($294.1M). 6 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- United Bankshares Inc.
- CUSIP
- 909907107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $24.5M |
| Exits | 19 | $12.1M |
All 13F filers, Q2 2024 → Q3 2024: 3,326,014 shares bought and 3,992,307 shares sold, net −666,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| BlackRock, Inc. | 0.02% | — | 19,584,594 | $726.6M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 14,194,881 | $526.6M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.3% | 7,928,141 | $294.1M |
| State Street Corp. | 0.01% | Reduce -4.6% | 7,688,727 | $288.1M |
| Earnest Partners LLC | 0.67% | Reduce -2.0% | 4,169,238 | $154.7M |
| Victory Capital Management Inc. | 0.15% | Add +0.4% | 3,997,311 | $148.3M |
| Geode Capital Management, LLC | 0.01% | Add +1.7% | 3,306,542 | $122.7M |
| Silvercrest Asset Management Group LLC | 0.62% | Add +13.5% | 2,454,429 | $91.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.3% | 1,673,056 | $62.1M |
| Northern Trust Corp. | 0.01% | Add +0.8% | 1,560,577 | $57.9M |
| Vaughan Nelson Investment Management, L.P. | 0.51% | Add +16.7% | 1,558,081 | $57.8M |
| Fuller & Thaler Asset Management, Inc. | 0.22% | Reduce -2.2% | 1,512,680 | $56.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -15.3% | 1,410,432 | $52.3M |
| Bank of America Corp. | 0.00% | Add +3.4% | 1,300,717 | $48.3M |
| Fisher Asset Management | 0.02% | Add +1.4% | 1,221,493 | $45.3M |
| Norges Bank | 0.01% | Add +0.1% | 1,210,125 | $44.9M |
| ProShare Advisors LLC | 0.10% | Reduce -51.0% | 1,082,168 | $40.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +118.0% | 1,031,948 | $38.3M |
| Morgan Stanley | 0.00% | Add +21.5% | 890,079 | $33.0M |
| Nuveen Asset Management, LLC | 0.01% | Add +3.5% | 879,319 | $32.6M |
| Invesco Ltd. | 0.01% | Reduce -13.0% | 839,268 | $31.1M |
| United Bank | 3.22% | Reduce -2.1% | 744,669 | $27.6M |
| New York State Common Retirement Fund | 0.03% | Reduce -1.7% | 641,606 | $23.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 594,819 | $22.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +10.0% | 468,851 | $17.4M |
| Rhumbline Advisers | 0.01% | Reduce -11.7% | 449,155 | $16.7M |
| First Trust Advisors LP | 0.02% | Add +16.6% | 443,533 | $16.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 417,370 | $15.5M |
| Systematic Financial Management LP | 0.37% | Add +40.1% | 391,028 | $14.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 353,462 | $13.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Reduce -7.7% | 345,162 | $12.8M |
| Natixis Advisors, LLC | 0.02% | Add +21.0% | 336,029 | $12.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -30.8% | 312,881 | $11.6M |
| Sei Investments Co. | 0.01% | Reduce -0.4% | 295,942 | $11.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.1% | 285,473 | $10.6M |
| Qube Research & Technologies Ltd | 0.02% | Add +17.6% | 276,147 | $10.2M |
| Barclays PLC | 0.00% | Add +89.5% | 269,852 | $10.0M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 263,963 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 254,206 | $9.4M |
| Chartwell Investment Partners, LLC | 0.32% | Reduce -10.1% | 251,537 | $9.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.6% | 250,618 | $9.3M |
| California Public Employees Retirement System | 0.01% | Reduce -5.3% | 238,216 | $8.8M |
| Basswood Capital Management, L.L.C. | 0.45% | No change | 233,034 | $8.6M |
| Corebridge Financial, Inc. | 0.05% | Reduce -4.8% | 229,220 | $8.5M |
| Segall Bryant & Hamill, LLC | 0.11% | Add +10.7% | 213,238 | $7.9M |
| Legal & General Group Plc | 0.00% | Add +3.4% | 212,479 | $7.9M |
| UBS Group AG | 0.00% | Reduce -9.5% | 180,846 | $6.7M |
| Citigroup Inc. | 0.01% | Add +32.1% | 171,849 | $6.4M |
| AQR Capital Management | 0.01% | Add +7.2% | 171,400 | $6.3M |
| Point72 Asset Management | 0.02% | New | 166,746 | $6.2M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.6% | 163,869 | $6.1M |
| Jane Street Group, LLC | 0.01% | Add +27.2% | 161,489 | $6.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.5% | 157,038 | $5.8M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +34.9% | 142,677 | $5.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.6% | 142,480 | $5.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.5% | 132,607 | $4.9M |
| NTV Asset Management LLC | 0.64% | No change | 129,643 | $4.8M |
| California State Teachers Retirement System | 0.01% | Reduce -2.9% | 127,668 | $4.7M |
| Wesbanco Bank Inc. | 0.15% | Reduce -1.2% | 120,530 | $4.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +5.7% | 112,998 | $4.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -30.2% | 112,166 | $4.2M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -0.1% | 106,094 | $3.9M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -57.8% | 105,423 | $3.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +15.8% | 104,867 | $3.9M |
| LPL Financial LLC | 0.00% | Add +81.3% | 104,889 | $3.9M |
| Raymond James & Associates | 0.00% | Reduce -1.1% | 102,025 | $3.8M |
| Prudential Financial Inc. | 0.01% | Add +50.8% | 97,950 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.0% | 97,737 | $3.6M |
| Voya Investment Management LLC | 0.00% | Add +116.4% | 94,278 | $3.5M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -47.8% | 84,219 | $3.1M |
| Waldron Private Wealth LLC | 0.13% | Add +0.1% | 83,414 | $3.1M |
| Dana Investment Advisors, Inc. | 0.10% | Reduce -10.6% | 83,661 | $3.1M |
| EP Wealth Advisors, LLC | 0.03% | No change | 83,500 | $3.1M |
| FMR LLC | 0.00% | Add +292.0% | 82,997 | $3.1M |
| Susquehanna International Group, LLP | 0.01% | Add +67.4% | 80,126 | $3.0M |
| Nicholson Wealth Management Group, LLC | 2.34% | — | 76,784 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +30.0% | 76,428 | $2.8M |
| American Century Companies Inc. | 0.00% | Add +4.2% | 76,384 | $2.8M |
| Brown Advisory Inc. | 0.00% | Reduce -1.3% | 73,171 | $2.7M |
| Captrust Financial Advisors | 0.01% | Add +11.1% | 73,145 | $2.7M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.6% | 72,908 | $2.7M |
| Cubist Systematic Strategies, LLC | 0.04% | New | 72,415 | $2.7M |
| Guggenheim Capital LLC | 0.02% | Reduce -7.3% | 71,294 | $2.6M |
| Millennium Management | 0.00% | New | 69,479 | $2.6M |
| Maltese Capital Management LLC | 0.41% | New | 68,300 | $2.5M |
| Cambiar Investors LLC | 0.09% | Add +0.1% | 64,917 | $2.4M |
| Amalgamated Bank | 0.02% | Reduce -5.5% | 61,811 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 60,862 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.4% | 60,130 | $2.2M |
| Staley Capital Advisers Inc. | 0.10% | No change | 60,110 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 59,745 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -14.0% | 58,434 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +0.1% | 57,226 | $2.1M |
| Sterling Capital Management LLC | 0.03% | — | 54,902 | $2.0M |
| Comerica Bank | 0.01% | Reduce -13.7% | 54,809 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +46.4% | 54,709 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 52,900 | $2.0M |
| Verity Asset Management, Inc. | 0.73% | Reduce -2.7% | 52,092 | $1.9M |
| Creative Planning | 0.00% | Add +0.3% | 51,619 | $1.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -11.4% | 51,599 | $1.9M |
| Anchor Capital Advisors LLC | 0.05% | Reduce -5.5% | 51,137 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +73.1% | 50,953 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.4% | 49,412 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.9% | 49,220 | $1.8M |
| Holocene Advisors, LP | 0.01% | Add +47.5% | 47,450 | $1.8M |
| Focus Partners Wealth | 0.01% | Reduce -25.2% | 45,995 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.2% | 44,977 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +29.6% | 44,179 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 43,894 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +11.1% | 43,822 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 43,042 | $1.6M |
| Pinebridge Investments, L.P. | 0.01% | New | 42,991 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.0% | 41,071 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -93.0% | 40,439 | $1.5M |
| Bank of Montreal | 0.00% | Add +1.3% | 40,116 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +3.0% | 38,929 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.7% | 37,748 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +50.4% | 37,926 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.8% | 37,400 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.9% | 37,149 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +6.2% | 36,819 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +1.0% | 35,594 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Reduce -1.5% | 32,997 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -11.0% | 31,994 | $1.2M |
| State of Michigan Retirement System | 0.01% | Reduce -1.5% | 32,013 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -59.4% | 31,507 | $1.2M |
| Klingman & Associates, LLC | 0.07% | No change | 30,596 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.6% | 29,929 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 29,736 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.3% | 29,166 | $1.1M |
| Graham Capital Management, L.P. | 0.06% | Reduce -52.7% | 28,736 | $1.1M |
| Tranquility Partners, LLC | 0.38% | Reduce -3.4% | 28,185 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 27,646 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.7% | 27,512 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 27,400 | $1.0M |
| Foster Victor Wealth Advisors, LLC | 0.08% | No change | 26,630 | $971K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -13.1% | 25,976 | $964K |
| Sandy Spring Bank | 0.04% | Reduce -3.8% | 25,508 | $946K |
| Main Street Group, LTD | 0.42% | Reduce -1.8% | 25,164 | $934K |
| Huntington National Bank | 0.01% | Add +0.0% | 23,671 | $878K |
| Mariner, LLC | 0.00% | Add +1.9% | 23,639 | $877K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Add +0.4% | 23,546 | $874K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +208.8% | 21,704 | $813K |
| Heritage Wealth Advisors | 0.04% | Add +0.3% | 21,924 | $813K |
| Moors & Cabot, Inc. | 0.04% | No change | 21,810 | $809K |
| STRS Ohio | 0.00% | Add +44.3% | 21,500 | $798K |
| US Bancorp \de | 0.00% | Reduce -4.8% | 21,393 | $794K |
| Linden Thomas Advisory Services, LLC | 0.11% | Reduce -0.6% | 20,993 | $779K |
| Keybank National Association | 0.00% | Add +2.8% | 20,982 | $778K |
| HRT Financial LP | 0.00% | New | 20,955 | $777K |
| Pictet Asset Management Holding SA | 0.00% | Add +21.7% | 20,939 | $776K |
| Synovus Financial Corp. | 0.01% | Add +0.8% | 20,727 | $769K |
| Resources Management Corp. /CT/ | 0.10% | No change | 20,500 | $761K |
| Intech Investment Management LLC | 0.01% | New | 19,735 | $732K |
| Family Asset Management, LLC | 0.44% | No change | 19,720 | $732K |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 19,542 | $730K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.9% | 19,676 | $730K |
| Prospera Financial Services Inc | 0.02% | Add +0.0% | 19,298 | $716K |
| Readystate Asset Management LP | 0.09% | Add +46.2% | 18,422 | $683K |
| Xponance LLC | 0.01% | Add +0.3% | 18,072 | $670K |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.0% | 17,929 | $665K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.6% | 17,845 | $662K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.4% | 17,626 | $654K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.5% | 16,979 | $630K |
| Advisory Services Network, LLC | 0.01% | No change | 19,130 | $621K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.3% | 16,462 | $611K |
| Brighton Jones LLC | 0.02% | Reduce -3.0% | 16,125 | $598K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.3% | 15,634 | $580K |
| Connable Office Inc. | 0.06% | Reduce -3.8% | 15,049 | $558K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,420 | $535K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | No change | 14,068 | $522K |
| Corient Private Wealth LP | 0.00% | New | 14,063 | $522K |
| Advantage Alpha Capital Partners LP | 0.12% | Add +40.6% | 13,690 | $508K |
| Truist Financial Corp. | 0.00% | Reduce -82.4% | 13,498 | $501K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.1% | 13,371 | $496K |
| RIA Advisory Group LLC | 0.17% | — | 13,346 | $495K |
| Ontario Teachers Pension Plan Board | 0.00% | Reduce -16.7% | 12,911 | $479K |
| Pinnacle Financial Partners Inc | 0.01% | New | 12,839 | $476K |
| Pathstone Holdings, LLC | 0.00% | Add +51.4% | 12,636 | $469K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 12,606 | $468K |
| Lynx Investment Advisory | 0.33% | Add +0.1% | 12,507 | $464K |
| Janney Capital Management LLC | 0.03% | No change | 12,517 | $464K |
| CWA Asset Management Group, LLC | 0.02% | — | 12,425 | $461K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.6% | 12,328 | $457K |
| Integrated Investment Consultants, LLC | 0.10% | Reduce -4.0% | 12,267 | $455K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -69.8% | 12,105 | $449K |
| Brown Miller Wealth Management, LLC | 0.17% | Add +1.1% | 12,027 | $446K |
| Ritholtz Wealth Management | 0.01% | New | 11,982 | $445K |
| Toth Financial Advisory Corp. | 0.05% | No change | 11,738 | $435K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.1% | 11,581 | $430K |
| Profund Advisors LLC | 0.02% | Add +15.6% | 11,434 | $424K |
| State of Wisconsin Investment Board | 0.00% | No change | 11,122 | $413K |
| Inspire Investing, LLC | 0.04% | Add +2.7% | 11,095 | $412K |
| Zacks Investment Management | 0.00% | New | 11,031 | $409K |
| Tidal Investments LLC | 0.00% | Add +8.9% | 10,970 | $407K |
| Los Angeles Capital Management LLC | 0.00% | Add +23.4% | 10,813 | $401K |
| HSBC Holdings PLC | 0.00% | Add +24.6% | 10,742 | $400K |
| Curran Financial Partners, LLC | 0.11% | No change | 10,781 | $400K |
| Versor Investments LP | 0.06% | New | 10,600 | $393K |
| Allianz Asset Management GmbH | 0.00% | New | 10,500 | $390K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.5% | 10,489 | $389K |
| Cetera Investment Advisers | 0.00% | Reduce -5.6% | 10,430 | $387K |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Add +32.5% | 10,303 | $382K |
| Belpointe Asset Management LLC | 0.02% | No change | 10,133 | $376K |
| Kestra Advisory Services, LLC | 0.00% | Add +32.6% | 10,029 | $372K |
| IFP Advisors, Inc | 0.01% | Add +6.1% | 9,849 | $365K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -84.5% | 9,428 | $350K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.07% | New | 9,422 | $350K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 9,348 | $347K |
| City Holding Co. | 0.05% | No change | 9,258 | $343K |
| Halpern Financial, Inc. | 0.09% | No change | 9,450 | $338K |
| Braun-Bostich & Associates Inc. | 0.23% | Add +0.6% | 9,007 | $334K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -61.9% | 9,235 | $333K |
| Strategic Wealth Investment Group, LLC | 0.03% | No change | 9,033 | $325K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.0% | 8,468 | $315K |
| SG Americas Securities, LLC | 0.00% | Reduce -71.7% | 8,406 | $312K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 8,219 | $305K |
| Mackenzie Financial Corp. | 0.00% | New | 8,209 | $305K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.2% | 8,201 | $304K |
| Canal Capital Management, LLC | 0.05% | Add +0.1% | 8,062 | $299K |
| D. E. Shaw & Co. | 0.00% | Reduce -85.6% | 8,015 | $297K |
| Brown Brothers Harriman & Co. | 0.00% | Add +41.0% | 7,941 | $295K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.2% | 7,820 | $290K |
| Sargent Investment Group, LLC | 0.05% | No change | 7,645 | $284K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,640 | $283K |
| LMR Partners LLP | 0.01% | New | 7,471 | $277K |
| Teton Advisors, Inc. | 0.13% | Reduce -7.5% | 7,400 | $275K |
| Vise Technologies, Inc. | 0.03% | New | 7,356 | $273K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 7,217 | $268K |
| Goldstone Financial Group, LLC | 0.05% | New | 7,161 | $266K |
| Peoples Bank | 0.13% | No change | 7,044 | $261K |
| Mutual Advisors, LLC | 0.01% | No change | 7,018 | $261K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 6,700 | $249K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.1% | 6,660 | $247K |
| Neuberger Berman Group LLC | 0.00% | Reduce -25.7% | 6,647 | $247K |
| Accordant Advisory Group Inc | 0.27% | No change | 6,500 | $241K |
| Ethic Inc. | 0.01% | New | 6,536 | $234K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -0.7% | 6,176 | $229K |
| Sage Mountain Advisors LLC | 0.02% | New | 6,083 | $226K |
| Clearstead Advisors, LLC | 0.00% | No change | 6,035 | $224K |
| Naples Global Advisors, LLC | 0.02% | New | 5,900 | $221K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 5,946 | $221K |
| Vestia Personal Wealth Advisors | 0.21% | New | 5,899 | $219K |
| MAI Capital Management | 0.00% | New | 5,795 | $215K |
| Courier Capital LLC | 0.01% | New | 5,789 | $215K |
| Centiva Capital, LP | 0.01% | New | 5,742 | $213K |
| AlphaQuest LLC | 0.02% | Add +377.2% | 5,641 | $209K |
| Marathon Strategic Advisors, LLC | 0.22% | New | 5,565 | $206K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 5,519 | $205K |
| Beacon Investment Advisors LLC | 0.10% | New | 5,503 | $204K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -10.1% | 5,368 | $204K |
| Shelton Capital Management | 0.01% | New | 5,484 | $203K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -60.7% | 5,048 | $189K |
| Granite FO LLC | 0.10% | New | 4,619 | $171K |
| Evermay Wealth Management LLC | 0.03% | No change | 4,159 | $156K |
| KBC Group NV | 0.00% | No change | 3,658 | $136K |
| Hilltop National Bank | 0.03% | No change | 2,891 | $107K |
| Principal Securities, Inc. | 0.00% | Reduce -1.6% | 2,830 | $105K |
| Blue Trust, Inc. | 0.00% | Reduce -52.2% | 3,179 | $103K |
| CI Investments Inc. | 0.00% | Reduce -22.8% | 2,588 | $96K |
| Shell Asset Management Co. | 0.00% | — | 2,528 | $94K |
| Global Retirement Partners, LLC | 0.00% | Add +0.0% | 2,489 | $92K |
| Danske Bank A/S | 0.00% | New | 2,400 | $89K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 2,222 | $82K |
| GAMMA Investing LLC | 0.01% | Add +34.6% | 2,079 | $77K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 2,000 | $74K |
| FNY Investment Advisers, LLC | 0.03% | New | 1,900 | $70K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.4% | 1,884 | $70K |
| Key Financial Inc | 0.01% | No change | 1,830 | $68K |
| Hexagon Capital Partners LLC | 0.01% | Add +13.1% | 1,550 | $58K |
| Covestor Ltd | 0.04% | Add +18.5% | 1,546 | $57K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,518 | $56K |
| Canton Hathaway, LLC | 0.01% | No change | 1,501 | $56K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,319 | $48K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -6.0% | 1,214 | $45K |
| Fifth Third Bancorp | 0.00% | Add +4.5% | 1,177 | $44K |
| Aspire Private Capital, LLC | 0.01% | No change | 1,131 | $42K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,080 | $40K |
| Private Trust Co. NA | 0.00% | No change | 857 | $32K |
| UMB Bank, n.a. | 0.00% | Add +237.6% | 844 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -42.1% | 770 | $29K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 656 | $24K |
| V-Square Quantitative Management LLC | 0.00% | New | 642 | $24K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 614 | $23K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 588 | $22K |
| Jones Financial Companies LLLP | 0.00% | Add +11.2% | 556 | $20K |
| Anchor Investment Management, LLC | 0.00% | No change | 542 | $20K |
| Salem Investment Counselors Inc. | 0.00% | No change | 501 | $19K |
| Spire Wealth Management | 0.00% | Reduce -13.5% | 473 | $18K |
| Manchester Capital Management LLC | 0.00% | Reduce -1.8% | 435 | $16K |
| Gleason Group, Inc. | 0.00% | Add +1.2% | 432 | $16K |
| Meeder Asset Management Inc. | 0.00% | New | 422 | $16K |
| Burkett Financial Services, LLC | 0.01% | Add +1.1% | 385 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +336.1% | 375 | $14K |
| PSI Advisors, LLC | 0.00% | No change | 368 | $14K |
| MV Capital Management, Inc. | 0.00% | Add +0.6% | 342 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 336 | $12K |
| Picton Mahoney Asset Management | 0.00% | New | 325 | $12K |
| Cwm, LLC | 0.00% | Add +308.9% | 323 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 280 | $10K |
| Allworth Financial LP | 0.00% | No change | 256 | $9K |
| First United Bank & Trust | 0.00% | No change | 252 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 241 | $9K |
| LRI Investments, LLC | 0.00% | No change | 207 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 232 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 226 | $8K |
| Arax Advisory Partners | 0.00% | No change | 189 | $7K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 186 | $7K |
| Bessemer Group Inc. | 0.00% | Reduce -4.8% | 177 | $7K |
| Macroview Investment Management LLC | 0.01% | No change | 151 | $6K |
| Quadrant Capital Group LLC | 0.00% | No change | 146 | $5K |
| Hemington Wealth Management | 0.00% | New | 153 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 131 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 121 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.3% | 114 | $4K |
| Rothschild Investment LLC | 0.00% | Add +46.1% | 95 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +35.5% | 84 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 81 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -2.4% | 80 | $3K |
| Mather Group, Llc. | 0.00% | Add +18.8% | 76 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 71 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 71 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -84.6% | 63 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 52 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +2.0% | 52 | $2K |
| Signaturefd, LLC | 0.00% | No change | 42 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 34 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -68.9% | 28 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 28 | $1K |
| Lazard Asset Management LLC | 0.00% | New | 46 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 24 | $891 |
| Earned Wealth Advisors, LLC | 0.00% | New | 23 | $853 |
| Quarry LP | 0.00% | Reduce -88.2% | 22 | $816 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 9 | $334 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9 | $319 |
"% of holder's portfolio" is UBSI's weight in each manager's 13F, not the share of United Bankshares Inc. the manager owns.