United BanksharesUBSI
13F holders, Q4 2024 (December 31)346holders +11
31new positions
29sold out
6famous investors
$37.58avg. 13F price*
At the end of Q4 2024, 346 institutions reported holding United Bankshares Inc. (UBSI) in their 13F filings, up 11 from Q3 2024. 31 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($741.9M), Vanguard Group Inc. ($537.4M) and State Street Corp. ($320.5M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- United Bankshares Inc.
- CUSIP
- 909907107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $28.4M |
| Exits | 29 | $13.7M |
All 13F filers, Q3 2024 → Q4 2024: 5,323,617 shares bought and 1,869,850 shares sold, net +3,453,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 346 holders
| BlackRock, Inc. | 0.02% | Add +0.9% | 19,758,338 | $741.9M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 14,310,562 | $537.4M |
| State Street Corp. | 0.01% | Add +9.9% | 8,453,408 | $320.5M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.8% | 7,864,689 | $295.3M |
| Earnest Partners LLC | 0.70% | Add +0.7% | 4,199,136 | $157.7M |
| Victory Capital Management Inc. | 0.15% | Reduce -2.9% | 3,881,185 | $145.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.1% | 3,303,182 | $124.1M |
| Silvercrest Asset Management Group LLC | 0.59% | Reduce -4.4% | 2,346,968 | $88.1M |
| Northern Trust Corp. | 0.01% | Add +13.7% | 1,774,018 | $66.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.2% | 1,710,588 | $64.2M |
| Vaughan Nelson Investment Management, L.P. | 0.56% | Add +3.5% | 1,612,170 | $60.5M |
| Fuller & Thaler Asset Management, Inc. | 0.21% | Reduce -0.3% | 1,507,806 | $56.6M |
| Norges Bank | 0.01% | Add +20.4% | 1,457,056 | $54.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.0% | 1,396,724 | $52.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +27.5% | 1,316,003 | $49.4M |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 1,200,386 | $45.1M |
| Fisher Asset Management | 0.02% | Reduce -4.0% | 1,172,810 | $44.0M |
| ProShare Advisors LLC | 0.10% | Add +3.9% | 1,123,987 | $42.2M |
| UBS Group AG | 0.01% | Add +510.5% | 1,104,134 | $41.5M |
| Morgan Stanley | 0.00% | Add +3.8% | 924,060 | $34.7M |
| Invesco Ltd. | 0.01% | Add +7.3% | 900,377 | $33.8M |
| JPMorgan Chase & Co. | 0.00% | Add +39.7% | 830,774 | $31.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -8.3% | 806,304 | $30.3M |
| United Bank | 3.26% | Reduce -2.2% | 728,573 | $27.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +40.0% | 656,252 | $24.6M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.3% | 639,329 | $24.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +107.9% | 574,058 | $21.6M |
| Rhumbline Advisers | 0.02% | Add +1.3% | 455,157 | $17.1M |
| Wells Fargo & Company | 0.00% | Add +3.9% | 433,497 | $16.3M |
| First Trust Advisors LP | 0.01% | Reduce -6.5% | 414,674 | $15.6M |
| Systematic Financial Management LP | 0.38% | Add +2.2% | 399,732 | $15.0M |
| Raymond James Financial Inc. | 0.01% | — | 398,067 | $14.9M |
| Ameriprise Financial Inc. | 0.00% | Add +7.9% | 381,439 | $14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +52.0% | 381,062 | $14.3M |
| Natixis Advisors, LLC | 0.02% | Add +3.4% | 347,564 | $13.1M |
| Barclays PLC | 0.01% | Add +26.0% | 339,899 | $12.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.0% | 309,623 | $11.6M |
| Sei Investments Co. | 0.01% | Reduce -0.8% | 293,618 | $11.0M |
| Verition Fund Management LLC | 0.06% | New | 283,350 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 278,230 | $10.4M |
| Swiss National Bank | 0.01% | Add +0.8% | 265,963 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.6% | 260,952 | $9.8M |
| California Public Employees Retirement System | 0.01% | Reduce -2.2% | 233,049 | $8.8M |
| Basswood Capital Management, L.L.C. | 0.51% | No change | 233,034 | $8.8M |
| Legal & General Group Plc | 0.00% | Add +2.8% | 218,420 | $8.2M |
| Corebridge Financial, Inc. | 0.04% | Reduce -5.1% | 217,449 | $8.2M |
| Segall Bryant & Hamill, LLC | 0.11% | Reduce -3.3% | 206,192 | $7.7M |
| Assenagon Asset Management S.A. | 0.01% | New | 196,623 | $7.4M |
| Citigroup Inc. | 0.01% | Add +13.8% | 195,470 | $7.3M |
| AQR Capital Management | 0.01% | Add +13.0% | 193,708 | $7.3M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 164,032 | $6.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.3% | 153,488 | $5.8M |
| MetLife Investment Management, LLC | 0.03% | Add +7.5% | 153,241 | $5.8M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -4.3% | 136,565 | $5.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.1% | 132,507 | $5.0M |
| Maltese Capital Management LLC | 0.76% | Add +92.2% | 131,300 | $4.9M |
| NTV Asset Management LLC | 0.64% | Reduce -1.0% | 128,349 | $4.8M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 126,223 | $4.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +10.4% | 124,709 | $4.7M |
| Wesbanco Bank Inc. | 0.15% | Reduce -0.6% | 119,764 | $4.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -65.3% | 119,584 | $4.5M |
| Deutsche Bank AG | 0.00% | Add +48.9% | 113,800 | $4.3M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +1.7% | 107,916 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.4% | 107,327 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.7% | 106,262 | $4.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -5.5% | 105,960 | $4.0M |
| American Century Companies Inc. | 0.00% | Add +23.9% | 94,630 | $3.6M |
| Brown Advisory Inc. | 0.00% | Add +28.0% | 93,690 | $3.5M |
| FMR LLC | 0.00% | Add +7.4% | 89,139 | $3.3M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce 0.0% | 84,215 | $3.2M |
| EP Wealth Advisors, LLC | 0.03% | Add +0.2% | 83,670 | $3.1M |
| AlphaQuest LLC | 0.41% | Add +1343.1% | 81,407 | $3.1M |
| Dana Investment Advisors, Inc. | 0.10% | Reduce -5.4% | 79,106 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.7% | 78,775 | $3.0M |
| Waldron Private Wealth LLC | 0.12% | Reduce -6.6% | 77,894 | $2.9M |
| Nicholson Wealth Management Group, LLC | 1.91% | Reduce -0.7% | 76,245 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +0.7% | 73,655 | $2.8M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.3% | 71,262 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -34.5% | 68,757 | $2.6M |
| Balyasny Asset Management L.P. | 0.01% | New | 67,040 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +72.3% | 65,351 | $2.5M |
| Amalgamated Bank | 0.02% | No change | 61,811 | $2.3M |
| Holocene Advisors, LP | 0.01% | Add +30.3% | 61,804 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +5.3% | 61,534 | $2.3M |
| Guggenheim Capital LLC | 0.02% | Reduce -13.7% | 61,500 | $2.3M |
| Pinebridge Investments, L.P. | 0.02% | Add +42.7% | 61,341 | $2.3M |
| Sterling Capital Management LLC | 0.03% | Add +9.9% | 60,326 | $2.3M |
| Staley Capital Advisers Inc. | 0.10% | No change | 60,110 | $2.3M |
| Cambiar Investors LLC | 0.09% | Reduce -7.9% | 59,782 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 59,745 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +0.1% | 57,284 | $2.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 54,709 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -12.3% | 53,353 | $2.0M |
| Comerica Bank | 0.01% | Reduce -4.2% | 52,487 | $2.0M |
| Creative Planning | 0.00% | Add +1.6% | 52,429 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -28.3% | 51,918 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 51,448 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +160.0% | 51,303 | $1.9M |
| Anchor Capital Advisors LLC | 0.05% | Add +0.2% | 51,252 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.2% | 49,123 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.2% | 47,326 | $1.8M |
| Graham Capital Management, L.P. | 0.09% | Add +64.2% | 47,183 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 43,763 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 43,042 | $1.6M |
| Bank of Montreal | 0.00% | Add +5.6% | 42,371 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -4.7% | 41,814 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -5.2% | 41,865 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -0.5% | 40,854 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 39,225 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.9% | 39,161 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -58.5% | 39,081 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +9.5% | 38,990 | $1.5M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -64.0% | 37,945 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +1.8% | 37,478 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | No change | 37,400 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -3.4% | 36,451 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 36,050 | $1.4M |
| Dynamic Technology Lab Private Ltd | 0.22% | Add +393.7% | 35,633 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -15.6% | 34,118 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.9% | 32,065 | $1.2M |
| State of Michigan Retirement System | 0.01% | Reduce -0.3% | 31,913 | $1.2M |
| Klingman & Associates, LLC | 0.07% | No change | 30,596 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +8.7% | 30,046 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 29,982 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.2% | 29,794 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +52.1% | 29,101 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 28,839 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -38.4% | 28,357 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 28,003 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 28,149 | $1.1M |
| Verity Asset Management, Inc. | 0.59% | Reduce -46.1% | 28,075 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -83.0% | 27,489 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.9% | 27,441 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.4% | 27,412 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 27,400 | $1.0M |
| Foster Victor Wealth Advisors, LLC | 0.08% | Reduce -0.1% | 26,598 | $1.0M |
| Tranquility Partners, LLC | 0.38% | Reduce -3.5% | 27,190 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.3% | 26,357 | $990K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.1% | 25,697 | $965K |
| HSBC Holdings PLC | 0.00% | Add +134.6% | 25,202 | $948K |
| Pictet Asset Management Holding SA | 0.00% | Add +19.1% | 24,943 | $937K |
| Millennium Management | 0.00% | Reduce -65.0% | 24,348 | $914K |
| Mariner, LLC | 0.00% | Add +2.4% | 24,207 | $909K |
| Main Street Group, LTD | 0.38% | Reduce -5.1% | 23,870 | $896K |
| Sandy Spring Bank | 0.04% | Reduce -6.5% | 23,858 | $896K |
| Franklin Resources Inc. | 0.00% | Reduce -25.5% | 23,838 | $895K |
| Huntington National Bank | 0.01% | Add +0.0% | 23,672 | $889K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Add +0.3% | 23,614 | $887K |
| Papamarkou Wellner Asset Management inc. | 0.60% | — | 23,198 | $871K |
| HRT Financial LP | 0.00% | Add +10.3% | 23,102 | $867K |
| Truist Financial Corp. | 0.00% | Add +69.8% | 22,916 | $860K |
| Moors & Cabot, Inc. | 0.04% | Add +4.3% | 22,749 | $854K |
| HighTower Advisors, LLC | 0.00% | Add +16.1% | 22,683 | $852K |
| Versor Investments LP | 0.15% | Add +112.3% | 22,500 | $845K |
| Synovus Financial Corp. | 0.01% | Add +8.3% | 22,445 | $843K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +89.6% | 21,958 | $825K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.2% | 21,666 | $814K |
| STRS Ohio | 0.00% | No change | 21,500 | $807K |
| StoneX Group Inc. | 0.04% | New | 21,232 | $797K |
| US Bancorp \de | 0.00% | Reduce -1.3% | 21,108 | $793K |
| Linden Thomas Advisory Services, LLC | 0.10% | Reduce -0.8% | 20,817 | $782K |
| Pathstone Holdings, LLC | 0.00% | Add +64.4% | 20,778 | $780K |
| Keybank National Association | 0.00% | Reduce -1.1% | 20,749 | $779K |
| Resources Management Corp. /CT/ | 0.11% | No change | 20,500 | $770K |
| Teacher Retirement System of Texas | 0.00% | Reduce -38.0% | 20,442 | $768K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +58.0% | 20,403 | $766K |
| Pacer Advisors, Inc. | 0.00% | Add +2.2% | 20,108 | $755K |
| Millstone Evans Group, LLC | 0.50% | — | 19,702 | $740K |
| Prospera Financial Services Inc | 0.02% | Add +0.0% | 19,304 | $725K |
| Xponance LLC | 0.01% | Add +4.9% | 18,951 | $712K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.2% | 18,596 | $698K |
| Heritage Wealth Advisors | 0.03% | Reduce -15.4% | 18,544 | $696K |
| Nomura Holdings Inc. | 0.00% | New | 17,868 | $671K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +27.7% | 17,073 | $641K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.1% | 16,904 | $635K |
| Brighton Jones LLC | 0.02% | Add +4.6% | 16,873 | $634K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.1% | 15,945 | $599K |
| Advantage Alpha Capital Partners LP | 0.14% | Add +12.5% | 15,406 | $578K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.6% | 15,389 | $577K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.1% | 15,101 | $567K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.0% | 15,064 | $566K |
| Connable Office Inc. | 0.06% | No change | 15,049 | $565K |
| Profund Advisors LLC | 0.02% | Add +27.8% | 14,610 | $549K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -6.3% | 13,507 | $507K |
| Prudential Financial Inc. | 0.00% | Reduce -86.5% | 13,240 | $497K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 12,839 | $482K |
| Los Angeles Capital Management LLC | 0.00% | Add +18.5% | 12,813 | $481K |
| RIA Advisory Group LLC | 0.16% | Reduce -5.0% | 12,675 | $476K |
| State of Wisconsin Investment Board | 0.00% | Add +13.9% | 12,669 | $476K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 12,606 | $473K |
| Integrated Investment Consultants, LLC | 0.10% | Add +2.2% | 12,537 | $471K |
| Lynx Investment Advisory | 0.32% | Add +0.1% | 12,518 | $470K |
| Kestra Investment Management, LLC | 0.02% | New | 12,488 | $469K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2.7% | 12,432 | $467K |
| CWA Asset Management Group, LLC | 0.02% | No change | 12,425 | $467K |
| Cibc World Markets Corp. | 0.00% | New | 12,374 | $465K |
| Janney Capital Management LLC | 0.03% | Reduce -1.9% | 12,277 | $461K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +18.3% | 12,183 | $457K |
| Brown Miller Wealth Management, LLC | 0.17% | Add +1.0% | 12,148 | $456K |
| Zacks Investment Management | 0.00% | Add +8.8% | 12,007 | $451K |
| Summit Financial, LLC | 0.02% | New | 11,818 | $448K |
| Toth Financial Advisory Corp. | 0.05% | No change | 11,738 | $441K |
| MAI Capital Management | 0.00% | Add +101.8% | 11,695 | $439K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -5.9% | 11,602 | $436K |
| Cetera Investment Advisers | 0.00% | Add +9.6% | 11,433 | $429K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 11,161 | $419K |
| Curran Financial Partners, LLC | 0.11% | No change | 10,781 | $405K |
| Inspire Investing, LLC | 0.04% | Reduce -3.9% | 10,666 | $401K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 10,491 | $394K |
| Belpointe Asset Management LLC | 0.02% | No change | 10,133 | $394K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.8% | 10,198 | $383K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | Reduce -28.4% | 10,068 | $378K |
| IFP Advisors, Inc | 0.01% | Reduce -2.6% | 9,597 | $360K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 9,348 | $351K |
| City Holding Co. | 0.05% | No change | 9,258 | $348K |
| Ritholtz Wealth Management | 0.01% | Reduce -24.2% | 9,077 | $341K |
| Strategic Wealth Investment Group, LLC | 0.02% | No change | 9,033 | $339K |
| Braun-Bostich & Associates Inc. | 0.24% | Reduce -0.9% | 8,922 | $335K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -7.0% | 8,588 | $322K |
| GTS Securities LLC | 0.02% | New | 8,448 | $317K |
| Inceptionr LLC | 0.07% | New | 8,425 | $316K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.4% | 8,345 | $314K |
| EntryPoint Capital, LLC | 0.13% | New | 8,268 | $310K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 8,219 | $309K |
| Mackenzie Financial Corp. | 0.00% | No change | 8,209 | $308K |
| Riverbend Wealth Management, LLC | 0.27% | — | 8,154 | $306K |
| Aster Capital Management (DIFC) Ltd | 0.12% | New | 8,106 | $304K |
| Natural Investments, LLC | 0.08% | — | 8,101 | $304K |
| Canal Capital Management, LLC | 0.05% | Add +0.1% | 8,069 | $303K |
| Goldstone Financial Group, LLC | 0.05% | Add +10.0% | 7,874 | $296K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.1% | 7,810 | $293K |
| GAMCO Investors | 0.00% | New | 7,500 | $282K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.4% | 7,487 | $281K |
| Bridgefront Capital, LLC | 0.09% | New | 7,410 | $278K |
| Teton Advisors, Inc. | 0.15% | No change | 7,400 | $278K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -7.9% | 7,316 | $275K |
| Mutual Advisors, LLC | 0.01% | No change | 7,018 | $267K |
| Peoples Bank | 0.16% | No change | 7,044 | $265K |
| Tidal Investments LLC | 0.00% | Reduce -39.1% | 6,684 | $251K |
| Alpha Omega Wealth Management LLC | 0.05% | New | 6,667 | $250K |
| Neuberger Berman Group LLC | 0.00% | Add +0.3% | 6,667 | $250K |
| Accordant Advisory Group Inc | 0.24% | No change | 6,500 | $244K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Reduce -6.6% | 6,257 | $235K |
| Allianz Asset Management GmbH | 0.00% | Reduce -41.9% | 6,100 | $229K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.7% | 6,082 | $228K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 6,051 | $227K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -2.5% | 6,020 | $226K |
| Naples Global Advisors, LLC | 0.02% | No change | 5,900 | $224K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,946 | $223K |
| KBC Group NV | 0.00% | Add +61.7% | 5,916 | $222K |
| Courier Capital LLC | 0.01% | No change | 5,789 | $217K |
| Nisa Investment Advisors, LLC | 0.00% | Add +12.0% | 5,656 | $214K |
| Beacon Investment Advisors LLC | 0.10% | Add +0.8% | 5,544 | $208K |
| Cary Street Partners Financial LLC | 0.01% | — | 5,519 | $207K |
| Choreo, LLC | 0.00% | New | 5,451 | $206K |
| Ethic Inc. | 0.00% | Reduce -16.9% | 5,435 | $204K |
| Tudor Investment Corporation | 0.00% | New | 5,373 | $202K |
| Milestone Asset Management, LLC | 0.04% | New | 5,353 | $201K |
| Granite FO LLC | 0.10% | No change | 4,619 | $173K |
| Evermay Wealth Management LLC | 0.02% | No change | 4,159 | $158K |
| Horizon Investments, LLC | 0.00% | New | 3,769 | $142K |
| Hopwood Financial Services, Inc. | 0.09% | — | 3,125 | $117K |
| Principal Securities, Inc. | 0.00% | Add +10.1% | 3,115 | $117K |
| Hilltop National Bank | 0.03% | Reduce -7.2% | 2,683 | $101K |
| Point72 (DIFC) Ltd | 0.01% | New | 2,599 | $98K |
| Global Retirement Partners, LLC | 0.00% | Add +4.0% | 2,588 | $97K |
| CI Investments Inc. | 0.00% | Add +0.3% | 2,595 | $97K |
| Investment Management Corp. /Va/ | 0.09% | — | 2,555 | $96K |
| Shell Asset Management Co. | 0.00% | No change | 2,528 | $95K |
| Point72 Hong Kong Ltd | 0.01% | New | 2,486 | $93K |
| GAMMA Investing LLC | 0.01% | Add +10.3% | 2,293 | $86K |
| Headlands Technologies LLC | 0.01% | New | 2,257 | $85K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.6% | 2,075 | $78K |
| Blue Trust, Inc. | 0.00% | Reduce -35.5% | 2,052 | $77K |
| FNY Investment Advisers, LLC | 0.04% | No change | 1,900 | $71K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.4% | 1,877 | $70K |
| Key Financial Inc | 0.02% | No change | 1,830 | $69K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,518 | $57K |
| Canton Hathaway, LLC | 0.01% | No change | 1,501 | $56K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +37.0% | 1,480 | $56K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +1921.1% | 1,435 | $54K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,319 | $51K |
| Covestor Ltd | 0.03% | Reduce -18.1% | 1,266 | $48K |
| Clarity Asset Management, Inc. | 0.03% | Add +1.0% | 1,226 | $46K |
| Fifth Third Bancorp | 0.00% | No change | 1,177 | $44K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -27.0% | 1,132 | $43K |
| Jones Financial Companies LLLP | 0.00% | Add +55.8% | 866 | $33K |
| Private Trust Co. NA | 0.00% | No change | 857 | $32K |
| UMB Bank, n.a. | 0.00% | No change | 844 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 770 | $29K |
| SBI Securities Co., Ltd. | 0.00% | — | 699 | $26K |
| V-Square Quantitative Management LLC | 0.00% | No change | 642 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 588 | $22K |
| Anchor Investment Management, LLC | 0.00% | No change | 542 | $20K |
| Cwm, LLC | 0.00% | Add +56.4% | 505 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 501 | $19K |
| Meeder Asset Management Inc. | 0.00% | Add +12.1% | 473 | $18K |
| Gleason Group, Inc. | 0.00% | Add +0.9% | 436 | $16K |
| Manchester Capital Management LLC | 0.00% | Reduce -1.6% | 428 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +25.0% | 420 | $16K |
| Mather Group, Llc. | 0.00% | Add +444.7% | 414 | $16K |
| Quarry LP | 0.00% | Add +1772.7% | 412 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +6.9% | 401 | $15K |
| Burkett Financial Services, LLC | 0.01% | Add +1.0% | 389 | $15K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 376 | $14K |
| Bessemer Group Inc. | 0.00% | Add +93.8% | 343 | $13K |
| MV Capital Management, Inc. | 0.00% | No change | 342 | $13K |
| Danske Bank A/S | 0.00% | Reduce -87.5% | 300 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 280 | $11K |
| Allworth Financial LP | 0.00% | No change | 256 | $10K |
| First United Bank & Trust | 0.00% | No change | 252 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 241 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 232 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 226 | $8K |
| Assetmark, Inc. | 0.00% | New | 190 | $7K |
| Arax Advisory Partners | 0.00% | No change | 189 | $7K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 186 | $7K |
| Hemington Wealth Management | 0.00% | Add +26.1% | 193 | $7K |
| LRI Investments, LLC | 0.00% | Reduce -10.1% | 186 | $7K |
| PSI Advisors, LLC | 0.00% | Reduce -59.0% | 151 | $6K |
| Amundi | 0.00% | New | 137 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 131 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 121 | $5K |
| Rothschild Investment LLC | 0.00% | Add +26.3% | 120 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.6% | 117 | $4K |
| Versant Capital Management, Inc | 0.00% | Add +217.9% | 89 | $3K |
| Kapitalo Investimentos Ltda | 0.00% | New | 87 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 84 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 81 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -10.0% | 72 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 71 | $3K |
| Bokf, NA | 0.00% | New | 61 | $2K |
| Holos Integrated Wealth LLC | 0.00% | — | 58 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 52 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 52 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -23.8% | 48 | $2K |
| Signaturefd, LLC | 0.00% | No change | 42 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.7% | 29 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 28 | $1K |
| Quadrant Capital Group LLC | 0.00% | Reduce -81.5% | 27 | $1K |
| Picton Mahoney Asset Management | 0.00% | Reduce -90.5% | 31 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 24 | $902 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9 | $324 |
| Global Financial Private Client, LLC | 0.00% | New | 8 | $300 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 4 | $150 |
| AdvisorNet Financial, Inc | 0.00% | New | 1 | $38 |
"% of holder's portfolio" is UBSI's weight in each manager's 13F, not the share of United Bankshares Inc. the manager owns.