United BanksharesUBSI
13F holders, Q1 2025 (March 31)377holders +31
57new positions
25sold out
8famous investors
$34.70avg. 13F price*
At the end of Q1 2025, 377 institutions reported holding United Bankshares Inc. (UBSI) in their 13F filings, up 31 from Q4 2024. 57 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($711.9M), Vanguard Group Inc. ($495.7M) and State Street Corp. ($285.8M). 8 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $54.7M |
| Exits | 25 | $77.5M |
All 13F filers, Q4 2024 → Q1 2025: 5,299,366 shares bought and 5,366,838 shares sold, net −67,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 377 holders
| BlackRock, Inc. | 0.01% | Add +3.9% | 20,533,699 | $711.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.1% | 14,298,754 | $495.7M |
| State Street Corp. | 0.01% | Reduce -3.5% | 8,158,618 | $285.8M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.8% | 7,798,576 | $270.4M |
| Earnest Partners LLC | 0.70% | Add +0.4% | 4,214,634 | $146.1M |
| Victory Capital Management Inc. | 0.13% | Reduce -7.8% | 3,578,055 | $124.1M |
| Geode Capital Management, LLC | 0.01% | Add +5.4% | 3,480,247 | $120.7M |
| Silvercrest Asset Management Group LLC | 0.57% | Reduce -2.8% | 2,282,475 | $79.1M |
| Northern Trust Corp. | 0.01% | Reduce -2.2% | 1,734,399 | $60.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 1,733,488 | $60.1M |
| Norges Bank | 0.01% | Add +5.7% | 1,539,327 | $53.4M |
| Fuller & Thaler Asset Management, Inc. | 0.20% | Reduce -0.7% | 1,498,044 | $51.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.8% | 1,371,466 | $47.5M |
| Fisher Asset Management | 0.02% | Add +5.0% | 1,231,659 | $42.7M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 1,193,730 | $41.4M |
| ProShare Advisors LLC | 0.08% | Reduce -8.4% | 1,029,095 | $35.7M |
| Invesco Ltd. | 0.01% | Add +8.9% | 980,553 | $34.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +46.0% | 837,835 | $29.0M |
| Nuveen, LLC | 0.01% | — | 822,773 | $28.5M |
| Morgan Stanley | 0.00% | Reduce -18.9% | 749,094 | $26.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Add +11.7% | 732,942 | $25.4M |
| United Bank | 3.14% | Reduce -2.3% | 711,669 | $24.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.1% | 643,004 | $22.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.1% | 638,614 | $22.1M |
| UBS Group AG | 0.00% | Reduce -44.0% | 618,556 | $21.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.8% | 591,435 | $20.5M |
| Ameriprise Financial Inc. | 0.01% | Add +52.0% | 579,803 | $20.1M |
| Basswood Capital Management, L.L.C. | 0.96% | Add +112.2% | 494,405 | $17.1M |
| Rhumbline Advisers | 0.01% | Add +0.8% | 458,823 | $15.9M |
| Systematic Financial Management LP | 0.42% | Add +5.9% | 423,479 | $14.7M |
| First Trust Advisors LP | 0.01% | Reduce -0.1% | 414,115 | $14.4M |
| Wells Fargo & Company | 0.00% | Reduce -4.8% | 412,732 | $14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.4% | 409,428 | $14.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.1% | 389,771 | $13.5M |
| Sei Investments Co. | 0.02% | Add +25.4% | 368,175 | $12.8M |
| Principal Financial Group Inc. | 0.01% | Add +6.7% | 330,223 | $11.4M |
| Jacobs Levy Equity Management, Inc. | 0.04% | New | 313,131 | $10.9M |
| Verition Fund Management LLC | 0.06% | Add +1.9% | 288,793 | $10.0M |
| Alliancebernstein L.P. | 0.00% | Add +1.7% | 283,068 | $9.8M |
| AQR Capital Management | 0.01% | Add +45.0% | 280,921 | $9.7M |
| Squarepoint Ops LLC | 0.02% | New | 273,474 | $9.5M |
| Voloridge Investment Management, LLC | 0.03% | Add +603.1% | 266,788 | $9.2M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 261,963 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.3% | 249,711 | $8.7M |
| Barclays PLC | 0.00% | Reduce -28.1% | 244,486 | $8.5M |
| Renaissance Technologies | 0.01% | New | 227,033 | $7.9M |
| Corebridge Financial, Inc. | 0.04% | Add +1.9% | 221,506 | $7.7M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 220,262 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Add +177.6% | 218,668 | $7.6M |
| Balyasny Asset Management L.P. | 0.02% | Add +221.0% | 215,176 | $7.5M |
| California Public Employees Retirement System | 0.01% | Reduce -8.1% | 214,077 | $7.4M |
| Segall Bryant & Hamill, LLC | 0.11% | Reduce -0.0% | 206,164 | $7.1M |
| Jane Street Group, LLC | 0.01% | Add +564.0% | 182,540 | $6.3M |
| Retirement Systems of Alabama | 0.02% | Add +5.9% | 173,760 | $6.0M |
| Citigroup Inc. | 0.00% | Reduce -11.9% | 172,257 | $6.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +3.1% | 158,201 | $5.5M |
| Cubist Systematic Strategies, LLC | 0.07% | Add +199.6% | 155,550 | $5.4M |
| MetLife Investment Management, LLC | 0.03% | Add +0.4% | 153,917 | $5.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +12.9% | 140,841 | $4.9M |
| Millennium Management | 0.00% | Add +464.1% | 137,336 | $4.8M |
| New York State Teachers Retirement System | 0.01% | Add +0.5% | 133,107 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.7% | 131,552 | $4.6M |
| Maltese Capital Management LLC | 0.75% | No change | 131,300 | $4.6M |
| NTV Asset Management LLC | 0.59% | Add +0.2% | 128,620 | $4.5M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 124,838 | $4.3M |
| Wesbanco Bank Inc. | 0.14% | Reduce -0.5% | 119,166 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.4% | 117,329 | $4.1M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +1.9% | 109,931 | $3.8M |
| Deutsche Bank AG | 0.00% | Reduce -8.0% | 104,695 | $3.6M |
| Holocene Advisors, LP | 0.01% | Add +64.9% | 101,938 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.4% | 101,558 | $3.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -15.9% | 100,535 | $3.5M |
| FMR LLC | 0.00% | Add +9.1% | 97,262 | $3.4M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -12.6% | 92,596 | $3.2M |
| American Century Companies Inc. | 0.00% | Reduce -2.5% | 92,285 | $3.2M |
| Brown Advisory Inc. | 0.00% | Reduce -5.8% | 88,217 | $3.1M |
| Dover Advisors, LLC | 1.31% | New | 86,052 | $3.0M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -0.5% | 83,836 | $2.9M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.1% | 83,746 | $2.9M |
| Citadel Advisors | 0.00% | Add +141.4% | 82,355 | $2.9M |
| Waldron Private Wealth LLC | 0.13% | Reduce -0.7% | 77,341 | $2.7M |
| Dana Investment Advisors, Inc. | 0.10% | Reduce -2.5% | 77,120 | $2.7M |
| Nicholson Wealth Management Group, LLC | 1.73% | No change | 76,245 | $2.6M |
| Captrust Financial Advisors | 0.01% | Add +1.1% | 74,471 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Add +3.1% | 73,478 | $2.5M |
| Focus Partners Wealth | 0.01% | Add +157.8% | 73,102 | $2.5M |
| AlphaQuest LLC | 0.27% | Reduce -11.4% | 72,105 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 68,432 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Add +9.7% | 67,481 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 66,649 | $2.3M |
| D. E. Shaw & Co. | 0.00% | New | 63,382 | $2.2M |
| Amalgamated Bank | 0.02% | Add +1.1% | 62,509 | $2.2M |
| Intech Investment Management LLC | 0.02% | Add +20.8% | 61,971 | $2.1M |
| Janus Henderson Group PLC | 0.00% | No change | 61,534 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | New | 60,305 | $2.1M |
| Sterling Capital Management LLC | 0.03% | Reduce -3.6% | 58,163 | $2.0M |
| Staley Capital Advisers Inc. | 0.09% | Reduce -5.1% | 57,041 | $2.0M |
| Verity Asset Management, Inc. | 0.80% | Add +100.8% | 56,390 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.2% | 55,084 | $1.9M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 54,709 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.4% | 54,694 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +262.4% | 54,586 | $1.9M |
| Creative Planning | 0.00% | Reduce -0.4% | 52,233 | $1.8M |
| Comerica Bank | 0.01% | Reduce -1.2% | 51,861 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 51,448 | $1.8M |
| Regent Peak Wealth Advisors LLC | 0.41% | New | 50,682 | $1.8M |
| Cambiar Investors LLC | 0.07% | Reduce -16.5% | 49,917 | $1.7M |
| Anchor Capital Advisors LLC | 0.05% | Reduce -4.6% | 48,899 | $1.7M |
| Bridgeway Capital Management, LLC | 0.04% | New | 48,646 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Add +2.6% | 48,549 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -17.3% | 47,352 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Add +9.9% | 47,297 | $1.6M |
| Jupiter Asset Management Ltd. | 0.02% | New | 46,244 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +192.6% | 44,190 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +0.8% | 42,211 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +7.7% | 42,163 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +11.6% | 41,830 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 41,814 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +1.5% | 41,466 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +61.4% | 40,682 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +3.3% | 40,289 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Add +7.0% | 40,000 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 38,766 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -8.7% | 38,705 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.0% | 37,482 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.5% | 36,633 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 36,718 | $1.3M |
| US Bancorp \de | 0.00% | Add +68.8% | 35,624 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -10.8% | 34,878 | $1.2M |
| State of Michigan Retirement System | 0.01% | Add +7.2% | 34,213 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +14.5% | 34,126 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -22.4% | 33,950 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.8% | 33,619 | $1.2M |
| SG Americas Securities, LLC | 0.00% | New | 32,370 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +5.9% | 31,743 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Add +30.5% | 30,820 | $1.1M |
| Klingman & Associates, LLC | 0.06% | No change | 30,596 | $1.1M |
| STRS Ohio | 0.00% | Add +40.5% | 30,200 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +3.5% | 30,121 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 30,046 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +12.9% | 29,762 | $1.0M |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 29,340 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +5.8% | 29,012 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +284.0% | 28,748 | $997K |
| Mariner, LLC | 0.00% | Add +17.9% | 28,536 | $989K |
| Natixis Advisors, LLC | 0.00% | Reduce -91.8% | 28,358 | $983K |
| Synovus Financial Corp. | 0.01% | Add +26.0% | 28,285 | $981K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 28,149 | $976K |
| New Mexico Educational Retirement Board | 0.03% | No change | 27,400 | $950K |
| Campbell & CO Investment Adviser LLC | 0.07% | Reduce -6.3% | 27,018 | $937K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +141.5% | 26,957 | $935K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -6.1% | 26,303 | $920K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.6% | 25,550 | $886K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 25,347 | $879K |
| IFG Advisory, LLC | 0.05% | New | 24,985 | $866K |
| Main Street Group, LTD | 0.38% | Add +4.1% | 24,841 | $861K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.5% | 24,558 | $850K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 24,518 | $850K |
| Tranquility Partners, LLC | 0.33% | Reduce -9.8% | 24,515 | $850K |
| Foster Victor Wealth Advisors, LLC | 0.07% | No change | 26,598 | $847K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.2% | 24,368 | $845K |
| Huntington National Bank | 0.01% | Reduce -0.5% | 23,558 | $817K |
| Papamarkou Wellner Asset Management inc. | 0.56% | No change | 23,198 | $804K |
| Jefferies Financial Group Inc. | 0.01% | New | 23,170 | $803K |
| Franklin Resources Inc. | 0.00% | Reduce -2.8% | 23,164 | $803K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.1% | 23,068 | $800K |
| Moors & Cabot, Inc. | 0.04% | No change | 22,749 | $789K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +9.3% | 22,305 | $773K |
| Sandy Spring Bank | 0.03% | Reduce -7.6% | 22,047 | $764K |
| Man Group plc | 0.00% | New | 21,810 | $756K |
| Dynamic Technology Lab Private Ltd | 0.11% | Reduce -39.7% | 21,480 | $745K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.6% | 21,412 | $742K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -65.7% | 21,073 | $731K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +0.1% | 20,835 | $722K |
| Teacher Retirement System of Texas | 0.00% | Add +1.8% | 20,813 | $722K |
| Aigen Investment Management, LP | 0.11% | New | 20,595 | $714K |
| Resources Management Corp. /CT/ | 0.10% | No change | 20,500 | $711K |
| Keybank National Association | 0.00% | Reduce -3.3% | 20,067 | $696K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.8% | 19,986 | $693K |
| Xponance LLC | 0.01% | Add +4.2% | 19,739 | $684K |
| Graham Capital Management, L.P. | 0.03% | Reduce -58.7% | 19,496 | $676K |
| Prospera Financial Services Inc | 0.02% | Add +0.0% | 19,310 | $669K |
| Heritage Wealth Advisors | 0.03% | Add +0.3% | 18,596 | $645K |
| Tudor Investment Corporation | 0.01% | Add +242.3% | 18,390 | $638K |
| Public Employees Retirement System of Ohio | 0.00% | Add +859.6% | 18,011 | $624K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.3% | 17,806 | $617K |
| Summit Financial, LLC | 0.02% | Add +50.6% | 17,802 | $617K |
| Capital Investment Advisors, LLC | 0.01% | New | 17,412 | $604K |
| Brighton Jones LLC | 0.02% | Add +1.3% | 17,094 | $593K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.9% | 16,714 | $579K |
| State of Alaska, Department of Revenue | 0.01% | Add +8.6% | 16,719 | $579K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.8% | 16,428 | $570K |
| Point72 (DIFC) Ltd | 0.05% | Add +527.1% | 16,298 | $565K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +45.7% | 15,289 | $530K |
| Point72 Hong Kong Ltd | 0.04% | Add +506.8% | 15,085 | $523K |
| Connable Office Inc. | 0.06% | No change | 15,049 | $522K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.7% | 14,715 | $510K |
| Zacks Investment Management | 0.00% | Add +18.4% | 14,214 | $493K |
| Prudential Financial Inc. | 0.00% | Add +5.6% | 13,985 | $485K |
| Jones Financial Companies LLLP | 0.00% | Add +1511.2% | 13,953 | $480K |
| State of Wisconsin Investment Board | 0.00% | Add +8.8% | 13,784 | $478K |
| Daiwa Securities Group Inc. | 0.00% | Add +18.6% | 13,758 | $477K |
| Apollon Wealth Management, LLC | 0.01% | New | 13,531 | $469K |
| Federated Hermes, Inc. | 0.00% | Reduce -20.0% | 13,518 | $469K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,507 | $468K |
| Millstone Evans Group, LLC | 0.31% | Reduce -32.4% | 13,328 | $462K |
| NovaPoint Capital, LLC | 0.14% | New | 13,169 | $457K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +6.4% | 12,965 | $450K |
| Gsa Capital Partners LLP | 0.04% | New | 12,663 | $439K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 12,606 | $437K |
| Integrated Investment Consultants, LLC | 0.09% | Add +0.2% | 12,560 | $435K |
| RIA Advisory Group LLC | 0.14% | Reduce -1.8% | 12,451 | $432K |
| CWA Asset Management Group, LLC | 0.02% | No change | 12,425 | $431K |
| Truist Financial Corp. | 0.00% | Reduce -46.3% | 12,306 | $427K |
| Brown Miller Wealth Management, LLC | 0.15% | Add +1.0% | 12,267 | $425K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 11,800 | $409K |
| Toth Financial Advisory Corp. | 0.05% | No change | 11,738 | $407K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -11.1% | 11,417 | $396K |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 11,199 | $388K |
| Securian Asset Management, Inc. | 0.01% | Add +6.3% | 10,842 | $376K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -15.6% | 10,813 | $375K |
| Curran Financial Partners, LLC | 0.09% | No change | 10,781 | $374K |
| Lynx Investment Advisory | 0.24% | Reduce -17.6% | 10,314 | $358K |
| Alps Advisors Inc. | 0.00% | New | 10,310 | $357K |
| Belpointe Asset Management LLC | 0.02% | Add +0.0% | 10,134 | $351K |
| Strategic Blueprint, LLC | 0.02% | New | 10,088 | $350K |
| City Holding Co. | 0.05% | Add +9.0% | 10,090 | $350K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | No change | 10,068 | $349K |
| Patton Albertson Miller Group, LLC | 0.05% | New | 10,025 | $348K |
| GAMCO Investors | 0.00% | Add +33.3% | 10,000 | $347K |
| Headlands Technologies LLC | 0.04% | Add +342.8% | 9,993 | $346K |
| Kestra Investment Management, LLC | 0.01% | Reduce -20.1% | 9,976 | $346K |
| Inspire Investing, LLC | 0.04% | Reduce -7.0% | 9,922 | $344K |
| IFP Advisors, Inc | 0.01% | Add +2.0% | 9,787 | $339K |
| Aster Capital Management (DIFC) Ltd | 0.06% | Add +13.9% | 9,234 | $334K |
| iSAM Funds (UK) Ltd | 0.16% | New | 9,376 | $325K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 9,348 | $324K |
| Profund Advisors LLC | 0.01% | Reduce -38.2% | 9,031 | $313K |
| Goldstone Financial Group, LLC | 0.05% | Add +14.4% | 9,012 | $312K |
| Braun-Bostich & Associates Inc. | 0.23% | Add +0.1% | 8,929 | $310K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 8,742 | $303K |
| MQS Management LLC | 0.17% | New | 8,550 | $296K |
| United Services Automobile Association | 0.01% | New | 8,592 | $296K |
| Aquatic Capital Management LLC | 0.01% | New | 8,508 | $295K |
| Teza Capital Management LLC | 0.13% | New | 8,473 | $294K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.7% | 8,406 | $292K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -2.8% | 8,345 | $289K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -33.0% | 8,336 | $289K |
| EntryPoint Capital, LLC | 0.13% | Add +0.0% | 8,269 | $287K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 8,219 | $285K |
| Mackenzie Financial Corp. | 0.00% | No change | 8,209 | $285K |
| Riverbend Wealth Management, LLC | 0.25% | Add +0.1% | 8,166 | $283K |
| Canal Capital Management, LLC | 0.05% | Add +0.1% | 8,075 | $280K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.2% | 7,713 | $267K |
| Engineers Gate Manager LP | 0.00% | New | 7,700 | $267K |
| Corient Private Wealth LP | 0.00% | New | 7,582 | $263K |
| Teton Advisors, Inc. | 0.17% | No change | 7,400 | $257K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,316 | $254K |
| Peoples Bank | 0.16% | No change | 7,044 | $244K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 7,029 | $240K |
| Scientech Research LLC | 0.06% | New | 6,775 | $235K |
| Natural Investments, LLC | 0.07% | Reduce -16.9% | 6,736 | $233K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 6,666 | $231K |
| Alpha Omega Wealth Management LLC | 0.04% | Reduce -0.9% | 6,608 | $229K |
| Accordant Advisory Group Inc | 0.22% | No change | 6,500 | $225K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 6,257 | $217K |
| PharVision Advisers, LLC | 0.29% | New | 6,085 | $211K |
| Advantage Alpha Capital Partners LP | 0.05% | Reduce -60.8% | 6,034 | $209K |
| Salomon & Ludwin, LLC | 0.02% | No change | 6,020 | $209K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,946 | $206K |
| XTX Topco Ltd | 0.01% | New | 5,935 | $206K |
| Ethic Inc. | 0.00% | Add +9.9% | 5,972 | $206K |
| KBC Group NV | 0.00% | No change | 5,916 | $205K |
| Ritholtz Wealth Management | 0.01% | Reduce -35.3% | 5,870 | $204K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.8% | 5,823 | $202K |
| Courier Capital LLC | 0.01% | No change | 5,789 | $201K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.1% | 5,663 | $198K |
| Eastern Bank | 0.00% | New | 5,337 | $185K |
| Granite FO LLC | 0.09% | No change | 4,619 | $160K |
| Evermay Wealth Management LLC | 0.02% | No change | 4,159 | $146K |
| Horizon Investments, LLC | 0.00% | No change | 3,769 | $131K |
| Emerald Mutual Fund Advisers Trust | 0.01% | New | 3,472 | $120K |
| Principal Securities, Inc. | 0.00% | No change | 3,115 | $117K |
| Hopwood Financial Services, Inc. | 0.08% | No change | 3,125 | $108K |
| CI Investments Inc. | 0.00% | Add +1.9% | 2,644 | $92K |
| UMB Bank, n.a. | 0.00% | Add +207.7% | 2,597 | $90K |
| Investment Management Corp. /Va/ | 0.08% | Add +1.0% | 2,580 | $89K |
| Shell Asset Management Co. | 0.00% | Reduce -4.2% | 2,423 | $84K |
| GAMMA Investing LLC | 0.01% | Add +2.8% | 2,356 | $82K |
| Blue Trust, Inc. | 0.00% | Add +13.3% | 2,324 | $81K |
| MAI Capital Management | 0.00% | Reduce -80.8% | 2,245 | $78K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,105 | $73K |
| Quarry LP | 0.02% | Add +404.6% | 2,079 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 2,077 | $72K |
| FNY Investment Advisers, LLC | 0.04% | No change | 1,900 | $65K |
| Key Financial Inc | 0.01% | No change | 1,830 | $63K |
| Simplex Trading, LLC | 0.00% | New | 1,809 | $62K |
| Hughes Financial Services, LLC | 0.01% | New | 1,737 | $60K |
| Fifth Third Bancorp | 0.00% | Add +44.4% | 1,699 | $59K |
| Cwm, LLC | 0.00% | Add +226.9% | 1,651 | $57K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,518 | $53K |
| Canton Hathaway, LLC | 0.01% | No change | 1,501 | $52K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,480 | $51K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,435 | $50K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,319 | $46K |
| Meeder Asset Management Inc. | 0.00% | Add +144.2% | 1,155 | $40K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -4.8% | 1,078 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +726.5% | 967 | $33K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 960 | $33K |
| Covestor Ltd | 0.02% | Reduce -31.4% | 869 | $30K |
| Private Trust Co. NA | 0.00% | No change | 857 | $30K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -33.5% | 815 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 770 | $27K |
| SBI Securities Co., Ltd. | 0.00% | No change | 699 | $24K |
| V-Square Quantitative Management LLC | 0.00% | No change | 642 | $22K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 588 | $22K |
| Rise Advisors, LLC | 0.01% | New | 564 | $20K |
| Anchor Investment Management, LLC | 0.00% | No change | 542 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 501 | $18K |
| S.A. Mason LLC | 0.01% | New | 504 | $17K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +10.0% | 462 | $16K |
| Gleason Group, Inc. | 0.00% | Add +0.9% | 440 | $15K |
| Optiver Holding B.V. | 0.00% | New | 428 | $15K |
| Burkett Financial Services, LLC | 0.01% | Add +1.0% | 393 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.0% | 385 | $13K |
| MV Capital Management, Inc. | 0.00% | Reduce -0.6% | 340 | $12K |
| Mather Group, Llc. | 0.00% | Reduce -25.1% | 310 | $11K |
| Danske Bank A/S | 0.00% | No change | 300 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 280 | $10K |
| Brooklyn Investment Group | 0.00% | New | 276 | $10K |
| Bessemer Group Inc. | 0.00% | Reduce -26.8% | 251 | $9K |
| 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 | $8K |
| CENTRAL TRUST Co | 0.00% | No change | 232 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 226 | $8K |
| Hantz Financial Services, Inc. | 0.00% | New | 207 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +289.6% | 187 | $6K |
| LRI Investments, LLC | 0.00% | No change | 186 | $6K |
| Amundi | 0.00% | Add +36.5% | 187 | $6K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 186 | $6K |
| Hemington Wealth Management | 0.00% | Add +4.2% | 201 | $6K |
| Rothschild Investment LLC | 0.00% | Add +37.5% | 165 | $6K |
| Assetmark, Inc. | 0.00% | Reduce -13.2% | 165 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 151 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +49.4% | 133 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 131 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 121 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -42.9% | 108 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 105 | $4K |
| Spire Wealth Management | 0.00% | New | 99 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +82.7% | 95 | $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% | No change | 72 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 71 | $2K |
| Bokf, NA | 0.00% | No change | 61 | $2K |
| Holos Integrated Wealth LLC | 0.00% | No change | 58 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +1.9% | 53 | $2K |
| First Pacific Financial | 0.00% | New | 52 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 45 | $2K |
| SouthState Bank Corp | 0.00% | New | 43 | $1K |
| Signaturefd, LLC | 0.00% | No change | 42 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 40 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 29 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 31 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 28 | $971 |
| Quadrant Capital Group LLC | 0.00% | No change | 27 | $937 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 24 | $833 |
| Larson Financial Group LLC | 0.00% | New | 24 | $832 |
| Global Financial Private Client, LLC | 0.00% | Add +150.0% | 20 | $693 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $139 |
| HFM Investment Advisors, LLC | 0.00% | — | 4 | $139 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $105 |
| True Wealth Design, LLC | 0.00% | New | 2 | $70 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $35 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -88.9% | 1 | $28 |
"% of holder's portfolio" is UBSI's weight in each manager's 13F, not the share of United Bankshares Inc. the manager owns.