United BanksharesUBSI
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 364 institutions reported holding United Bankshares Inc. (UBSI) in their 13F filings, down 13 from Q1 2025. 33 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($751.0M), Vanguard Group Inc. ($542.7M) and State Street Corp. ($300.8M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- United Bankshares Inc.
- CUSIP
- 909907107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $18.1M |
| Exits | 47 | $33.2M |
All 13F filers, Q1 2025 → Q2 2025: 6,642,137 shares bought and 3,425,758 shares sold, net +3,216,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 364 holders
| BlackRock, Inc. | 0.01% | Add +0.4% | 20,614,328 | $751.0M |
| Vanguard Group Inc. | 0.01% | Add +4.2% | 14,896,499 | $542.7M |
| State Street Corp. | 0.01% | Add +0.2% | 8,175,856 | $300.8M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -1.0% | 7,717,277 | $281.1M |
| Earnest Partners LLC | 0.76% | Add +9.8% | 4,625,643 | $168.5M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 3,590,552 | $130.8M |
| Victory Capital Management Inc. | 0.09% | Add +0.1% | 3,582,373 | $130.5M |
| Silvercrest Asset Management Group LLC | 0.53% | Reduce -5.6% | 2,153,803 | $78.5M |
| First Trust Advisors LP | 0.06% | Add +367.5% | 1,935,979 | $70.5M |
| Northern Trust Corp. | 0.01% | Add +1.0% | 1,751,162 | $63.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.2% | 1,713,149 | $62.4M |
| Norges Bank | 0.01% | Add +8.1% | 1,663,956 | $60.6M |
| Fuller & Thaler Asset Management, Inc. | 0.20% | Add +0.5% | 1,505,487 | $54.8M |
| Bank of New York Mellon Corp | 0.01% | Add +3.5% | 1,420,027 | $51.7M |
| Bank of America Corp. | 0.00% | Add +2.8% | 1,227,673 | $44.7M |
| Morgan Stanley | 0.00% | Add +55.3% | 1,163,315 | $42.4M |
| Fisher Asset Management | 0.02% | Reduce -5.9% | 1,158,778 | $42.2M |
| ProShare Advisors LLC | 0.08% | Add +12.0% | 1,152,444 | $42.0M |
| Invesco Ltd. | 0.01% | Add +11.8% | 1,096,626 | $40.0M |
| UBS Group AG | 0.01% | Add +29.1% | 798,570 | $29.1M |
| Nuveen, LLC | 0.01% | Reduce -6.1% | 772,873 | $28.2M |
| United Bank | 3.11% | Add +0.2% | 712,976 | $26.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Reduce -11.1% | 651,569 | $23.7M |
| New York State Common Retirement Fund | 0.03% | Add +0.2% | 639,616 | $23.3M |
| Ameriprise Financial Inc. | 0.01% | Add +2.0% | 591,404 | $21.6M |
| AQR Capital Management | 0.02% | Add +100.1% | 562,111 | $20.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +30.6% | 534,717 | $19.5M |
| Rhumbline Advisers | 0.01% | Add +4.2% | 478,208 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.7% | 475,133 | $17.3M |
| Wells Fargo & Company | 0.00% | Add +12.9% | 466,041 | $17.0M |
| Renaissance Technologies | 0.02% | Add +105.2% | 465,833 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.3% | 441,623 | $16.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -48.0% | 435,953 | $15.9M |
| Systematic Financial Management LP | 0.42% | Add +1.3% | 429,092 | $15.6M |
| Sei Investments Co. | 0.02% | Add +7.6% | 396,143 | $14.4M |
| Barclays PLC | 0.01% | Add +42.2% | 347,657 | $12.7M |
| Millennium Management | 0.01% | Add +149.9% | 343,222 | $12.5M |
| FMR LLC | 0.00% | Add +244.8% | 335,404 | $12.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.6% | 325,115 | $11.8M |
| Alliancebernstein L.P. | 0.00% | Add +3.4% | 292,801 | $10.7M |
| Jupiter Asset Management Ltd. | 0.09% | Add +518.0% | 285,811 | $10.4M |
| Verition Fund Management LLC | 0.06% | Reduce -4.8% | 274,958 | $10.0M |
| Swiss National Bank | 0.01% | Add +4.7% | 274,163 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -31.6% | 266,637 | $9.7M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -15.1% | 265,763 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 258,466 | $9.4M |
| Susquehanna International Group, LLP | 0.01% | Add +11.3% | 243,357 | $8.9M |
| Legal & General Group Plc | 0.00% | Add +10.1% | 242,412 | $8.8M |
| Basswood Capital Management, L.L.C. | 0.42% | Reduce -52.9% | 233,034 | $8.5M |
| California Public Employees Retirement System | 0.01% | Add +5.5% | 225,915 | $8.2M |
| Segall Bryant & Hamill, LLC | 0.12% | Add +9.1% | 224,961 | $8.2M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -20.2% | 212,892 | $7.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +673.5% | 196,067 | $7.1M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.3% | 173,215 | $6.3M |
| MetLife Investment Management, LLC | 0.03% | Add +2.9% | 158,365 | $5.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +10.4% | 155,558 | $5.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.1% | 154,888 | $5.6M |
| Citigroup Inc. | 0.00% | Reduce -13.2% | 149,445 | $5.4M |
| California State Teachers Retirement System | 0.01% | Add +11.7% | 139,381 | $5.1M |
| Squarepoint Ops LLC | 0.01% | Reduce -49.3% | 138,716 | $5.1M |
| New York State Teachers Retirement System | 0.01% | No change | 133,107 | $4.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.8% | 131,168 | $4.8M |
| NTV Asset Management LLC | 0.56% | Reduce -0.4% | 128,049 | $4.7M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.9% | 126,392 | $4.6M |
| Wesbanco Bank Inc. | 0.13% | Reduce -0.1% | 119,098 | $4.3M |
| Rafferty Asset Management, LLC | 0.01% | Add +28.3% | 118,814 | $4.3M |
| Maltese Capital Management LLC | 0.59% | Reduce -12.4% | 115,000 | $4.2M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +2.5% | 112,662 | $4.1M |
| Holocene Advisors, LP | 0.01% | Add +7.7% | 109,760 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.3% | 101,227 | $3.7M |
| Van Eck Associates Corp. | 0.00% | New | 99,991 | $3.6M |
| Deutsche Bank AG | 0.00% | Reduce -9.7% | 94,501 | $3.4M |
| Focus Partners Wealth | 0.01% | Add +28.3% | 93,817 | $3.4M |
| American Century Companies Inc. | 0.00% | Add +1.3% | 93,450 | $3.4M |
| SG Americas Securities, LLC | 0.01% | Add +174.7% | 88,934 | $3.2M |
| Brown Advisory Inc. | 0.00% | Reduce -1.3% | 87,055 | $3.2M |
| Citadel Advisors | 0.00% | Add +5.3% | 86,690 | $3.2M |
| Dover Advisors, LLC | 1.38% | No change | 86,052 | $3.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 83,650 | $3.0M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -1.1% | 82,934 | $3.0M |
| Captrust Financial Advisors | 0.01% | Add +6.0% | 78,980 | $2.9M |
| Waldron Private Wealth LLC | 0.12% | No change | 77,341 | $2.8M |
| Nicholson Wealth Management Group, LLC | 1.71% | No change | 76,245 | $2.8M |
| Dana Investment Advisors, Inc. | 0.09% | Reduce -1.6% | 75,892 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Add +11.1% | 74,946 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +11.7% | 74,414 | $2.7M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -4.1% | 70,479 | $2.6M |
| Intech Investment Management LLC | 0.02% | Add +13.6% | 70,393 | $2.6M |
| LPL Financial LLC | 0.00% | Add +1.6% | 69,534 | $2.5M |
| Mubadala Investment Co PJSC | 0.01% | New | 67,713 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +28.0% | 65,875 | $2.4M |
| Trexquant Investment LP | 0.03% | New | 62,539 | $2.3M |
| Amalgamated Bank | 0.02% | Reduce -0.8% | 62,025 | $2.3M |
| Janus Henderson Group PLC | 0.00% | No change | 61,534 | $2.2M |
| Sterling Capital Management LLC | 0.03% | Add +2.6% | 59,689 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +24.4% | 58,912 | $2.1M |
| Staley Capital Advisers Inc. | 0.09% | Reduce -0.9% | 56,541 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +575.5% | 55,522 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.2% | 54,980 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 54,709 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +30.5% | 54,586 | $2.0M |
| Creative Planning | 0.00% | Add +0.2% | 52,345 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.7% | 52,130 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.2% | 50,645 | $1.8M |
| Comerica Bank | 0.01% | Reduce -2.4% | 50,601 | $1.8M |
| Cambiar Investors LLC | 0.08% | Reduce -0.0% | 49,895 | $1.8M |
| Bridgeway Capital Management, LLC | 0.04% | No change | 48,646 | $1.8M |
| Ontario Teachers Pension Plan Board | 0.04% | Add +118.0% | 48,633 | $1.8M |
| Anchor Capital Advisors LLC | 0.05% | Reduce -2.5% | 47,651 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.1% | 47,531 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +3.2% | 43,555 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.1% | 43,455 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +1.2% | 41,978 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +8.0% | 41,846 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 41,814 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +1.7% | 40,979 | $1.5M |
| Quantinno Capital Management LP | 0.01% | New | 40,520 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.3% | 39,900 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +60.4% | 36,989 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.5% | 38,144 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +8.1% | 37,701 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 37,246 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -4.8% | 36,842 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +6.7% | 36,412 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -2.1% | 35,856 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.9% | 35,332 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -0.3% | 34,113 | $1.2M |
| Mariner, LLC | 0.00% | Add +18.6% | 33,849 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 33,725 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.1% | 33,109 | $1.2M |
| Crown Wealth Group, LLC | 0.45% | New | 33,031 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +15.3% | 32,449 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.3% | 31,642 | $1.2M |
| Synovus Financial Corp. | 0.01% | Add +11.5% | 31,535 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Add +0.2% | 30,895 | $1.1M |
| Klingman & Associates, LLC | 0.06% | No change | 30,596 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +13.7% | 29,903 | $1.1M |
| Verity Asset Management, Inc. | 0.52% | Reduce -46.5% | 30,151 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 30,046 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +96.2% | 29,992 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +0.5% | 30,285 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -37.9% | 29,392 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 29,012 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +1.9% | 28,886 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -3.6% | 28,684 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -20.1% | 28,453 | $1.0M |
| Dynamic Technology Lab Private Ltd | 0.14% | Add +31.4% | 28,221 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 27,400 | $998K |
| Kingsview Wealth Management, LLC | 0.02% | Add +6.5% | 27,222 | $992K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.4% | 27,069 | $986K |
| Atlantic Union Bankshares Corp | 0.02% | New | 26,609 | $969K |
| STRS Ohio | 0.00% | Reduce -12.6% | 26,400 | $962K |
| Foster Victor Wealth Advisors, LLC | 0.06% | Reduce -6.2% | 24,959 | $952K |
| Strategic Blueprint, LLC | 0.05% | Add +153.3% | 25,548 | $931K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.0% | 25,048 | $912K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.3% | 24,599 | $896K |
| Tranquility Partners, LLC | 0.32% | No change | 24,515 | $893K |
| Franklin Resources Inc. | 0.00% | Add +4.7% | 24,261 | $884K |
| HighTower Advisors, LLC | 0.00% | Add +12.0% | 23,989 | $874K |
| Fieldview Capital Management, LLC | 0.13% | New | 23,983 | $874K |
| Main Street Group, LTD | 0.32% | Reduce -3.9% | 23,870 | $870K |
| Huntington National Bank | 0.01% | No change | 23,558 | $858K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -35.9% | 23,543 | $858K |
| Graham Capital Management, L.P. | 0.03% | Add +19.1% | 23,210 | $846K |
| Papamarkou Wellner Asset Management inc. | 0.56% | No change | 23,198 | $845K |
| Teacher Retirement System of Texas | 0.00% | Add +11.2% | 23,148 | $843K |
| Truist Financial Corp. | 0.00% | Add +81.8% | 22,375 | $815K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -63.3% | 22,123 | $806K |
| Prudential Financial Inc. | 0.00% | Add +56.8% | 21,923 | $795K |
| Linden Thomas Advisory Services, LLC | 0.08% | Reduce -0.7% | 20,687 | $754K |
| Emerald Mutual Fund Advisers Trust | 0.04% | Add +479.1% | 20,108 | $733K |
| Xponance LLC | 0.01% | Add +1.7% | 20,072 | $731K |
| Versor Investments LP | 0.13% | New | 19,900 | $725K |
| Engineers Gate Manager LP | 0.01% | Add +155.8% | 19,700 | $718K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +18.4% | 19,457 | $709K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 19,317 | $704K |
| IFG Advisory, LLC | 0.04% | Reduce -23.0% | 19,235 | $701K |
| StoneX Group Inc. | 0.03% | New | 18,718 | $682K |
| Heritage Wealth Advisors | 0.03% | Add +0.3% | 18,654 | $680K |
| Zacks Investment Management | 0.01% | Add +28.4% | 18,250 | $665K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.4% | 18,079 | $659K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -26.4% | 17,936 | $653K |
| Summit Financial, LLC | 0.01% | Reduce -0.7% | 17,674 | $650K |
| Brighton Jones LLC | 0.02% | Add +4.3% | 17,832 | $650K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.1% | 17,730 | $646K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.9% | 17,570 | $640K |
| Cibc World Markets Corp. | 0.00% | Reduce -40.5% | 17,453 | $636K |
| Keybank National Association | 0.00% | Reduce -16.5% | 16,764 | $611K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.2% | 16,518 | $602K |
| Connable Office Inc. | 0.06% | Add +9.3% | 16,441 | $599K |
| D. E. Shaw & Co. | 0.00% | Reduce -74.5% | 16,197 | $590K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.8% | 15,919 | $579K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +22.1% | 15,825 | $576K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +83.1% | 15,261 | $556K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.1% | 14,698 | $535K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -93.2% | 14,657 | $534K |
| Pathstone Holdings, LLC | 0.00% | Reduce -27.1% | 14,572 | $531K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,507 | $492K |
| State of Wisconsin Investment Board | 0.00% | Reduce -2.2% | 13,476 | $491K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -2.4% | 13,433 | $489K |
| Millstone Evans Group, LLC | 0.33% | No change | 13,328 | $486K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -42.8% | 13,250 | $483K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.1% | 13,230 | $482K |
| Cetera Investment Advisers | 0.00% | Add +14.8% | 12,862 | $469K |
| CWA Asset Management Group, LLC | 0.02% | Add +1.9% | 12,667 | $461K |
| Brown Miller Wealth Management, LLC | 0.14% | Add +1.1% | 12,399 | $452K |
| Jones Financial Companies LLLP | 0.00% | Reduce -14.6% | 11,923 | $434K |
| Toth Financial Advisory Corp. | 0.05% | No change | 11,738 | $428K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 11,417 | $416K |
| Goldstone Financial Group, LLC | 0.05% | Add +19.7% | 10,788 | $414K |
| Inceptionr LLC | 0.09% | New | 10,991 | $400K |
| Los Angeles Capital Management LLC | 0.00% | No change | 10,813 | $394K |
| Curran Financial Partners, LLC | 0.09% | No change | 10,781 | $393K |
| Jackson Creek Investment Advisors LLC | 0.11% | New | 10,765 | $392K |
| Securian Asset Management, Inc. | 0.01% | Reduce -0.9% | 10,742 | $391K |
| RIA Advisory Group LLC | 0.11% | Reduce -14.0% | 10,705 | $390K |
| Lynx Investment Advisory | 0.25% | Add +3.5% | 10,670 | $389K |
| Inspire Investing, LLC | 0.04% | Add +7.4% | 10,652 | $388K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 10,436 | $380K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 10,365 | $378K |
| IFP Advisors, Inc | 0.01% | Add +0.9% | 9,874 | $374K |
| DRW Securities, LLC | 0.03% | New | 10,255 | $374K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.0% | 10,133 | $369K |
| GAMCO Investors | 0.00% | No change | 10,000 | $364K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +1.8% | 8,897 | $342K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 9,348 | $341K |
| City Holding Co. | 0.04% | Reduce -8.3% | 9,258 | $337K |
| Wellington Capital Management, Inc. | 0.50% | — | 9,125 | $332K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -33.0% | 9,067 | $330K |
| Vise Technologies, Inc. | 0.01% | — | 8,917 | $325K |
| Man Group plc | 0.00% | Reduce -59.3% | 8,877 | $323K |
| Braun-Bostich & Associates Inc. | 0.22% | Reduce -0.7% | 8,869 | $323K |
| PEAK6 LLC | 0.01% | New | 8,794 | $320K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -30.2% | 8,762 | $319K |
| Vident Advisory, LLC | 0.00% | New | 8,734 | $318K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.07% | Reduce -14.3% | 8,632 | $314K |
| Profund Advisors LLC | 0.01% | Reduce -6.0% | 8,488 | $309K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.2% | 8,391 | $306K |
| Mackenzie Financial Corp. | 0.00% | No change | 8,209 | $299K |
| Riverbend Wealth Management, LLC | 0.23% | Add +0.1% | 8,178 | $298K |
| Canal Capital Management, LLC | 0.05% | Add +0.1% | 8,081 | $294K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +512.4% | 8,077 | $293K |
| HSBC Holdings PLC | 0.00% | Reduce -80.4% | 7,976 | $291K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +1.4% | 7,818 | $285K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,545 | $275K |
| Corient Private Wealth LP | 0.00% | Reduce -1.9% | 7,442 | $271K |
| Teton Advisors, Inc. | 0.17% | No change | 7,400 | $270K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,316 | $267K |
| Peoples Bank | 0.16% | No change | 7,044 | $257K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 7,045 | $255K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -40.7% | 7,000 | $255K |
| Clearstead Advisors, LLC | 0.00% | Add +17.1% | 6,821 | $248K |
| Natural Investments, LLC | 0.06% | Add +0.7% | 6,780 | $246K |
| Tidal Investments LLC | 0.00% | New | 6,653 | $242K |
| Ritholtz Wealth Management | 0.01% | Add +12.8% | 6,624 | $241K |
| Accordant Advisory Group Inc | 0.18% | No change | 6,500 | $237K |
| Winnacle Wealth LLC | 0.18% | New | 6,500 | $237K |
| Teza Capital Management LLC | 0.17% | Reduce -24.4% | 6,407 | $233K |
| Salomon & Ludwin, LLC | 0.02% | No change | 6,020 | $229K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 6,257 | $228K |
| &partners | 0.00% | New | 6,139 | $224K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -28.2% | 5,993 | $218K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,946 | $217K |
| Aigen Investment Management, LP | 0.03% | Reduce -71.8% | 5,815 | $212K |
| Courier Capital LLC | 0.01% | No change | 5,789 | $211K |
| Cwm, LLC | 0.00% | Add +244.3% | 5,684 | $207K |
| Beacon Investment Advisors LLC | 0.09% | New | 5,631 | $205K |
| Forum Financial Management, LP | 0.00% | New | 5,548 | $202K |
| Eastern Bank | 0.00% | No change | 5,337 | $194K |
| Granite FO LLC | 0.10% | No change | 4,619 | $168K |
| KBC Group NV | 0.00% | Reduce -28.4% | 4,234 | $154K |
| Evermay Wealth Management LLC | 0.02% | No change | 4,159 | $153K |
| Horizon Investments, LLC | 0.00% | No change | 3,769 | $137K |
| Hilltop National Bank | 0.03% | — | 3,599 | $131K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -42.8% | 3,240 | $119K |
| Hopwood Financial Services, Inc. | 0.09% | No change | 3,125 | $114K |
| Kestra Investment Management, LLC | 0.00% | Reduce -70.3% | 2,963 | $108K |
| Cape Investment Advisory, Inc. | 0.04% | New | 2,950 | $107K |
| Global Retirement Partners, LLC | 0.00% | — | 2,589 | $94K |
| GAMMA Investing LLC | 0.01% | Add +6.0% | 2,497 | $91K |
| Blue Trust, Inc. | 0.00% | Add +7.0% | 2,487 | $91K |
| Principal Securities, Inc. | 0.00% | Reduce -21.8% | 2,437 | $89K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 2,348 | $86K |
| MAI Capital Management | 0.00% | No change | 2,245 | $82K |
| Headlands Technologies LLC | 0.01% | Reduce -77.8% | 2,220 | $81K |
| Shell Asset Management Co. | 0.00% | Reduce -9.9% | 2,182 | $79K |
| CI Investments Inc. | 0.00% | Reduce -18.6% | 2,152 | $78K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 2,080 | $76K |
| Key Financial Inc | 0.01% | No change | 1,830 | $67K |
| AlphaQuest LLC | 0.01% | Reduce -97.6% | 1,741 | $63K |
| Hughes Financial Services, LLC | 0.01% | No change | 1,737 | $62K |
| UMB Bank, n.a. | 0.00% | Reduce -35.4% | 1,678 | $61K |
| FNY Investment Advisers, LLC | 0.03% | Reduce -15.8% | 1,600 | $58K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,518 | $55K |
| Covestor Ltd | 0.03% | Add +73.7% | 1,509 | $55K |
| Canton Hathaway, LLC | 0.01% | No change | 1,501 | $55K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,480 | $54K |
| Investment Management Corp. /Va/ | 0.04% | Reduce -49.2% | 1,311 | $48K |
| Allworth Financial LP | 0.00% | Add +394.1% | 1,265 | $46K |
| Fifth Third Bancorp | 0.00% | Reduce -26.0% | 1,257 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +528.3% | 1,175 | $43K |
| Signaturefd, LLC | 0.00% | Add +2280.9% | 1,000 | $36K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 960 | $35K |
| Private Trust Co. NA | 0.00% | No change | 857 | $31K |
| Clarity Asset Management, Inc. | 0.02% | Add +1.7% | 829 | $30K |
| Brooklyn Investment Group | 0.00% | Add +194.2% | 812 | $30K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 770 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +261.8% | 749 | $27K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.3% | 701 | $26K |
| Danske Bank A/S | 0.00% | Add +133.3% | 700 | $26K |
| Ameritas Advisory Services, LLC | 0.00% | New | 691 | $25K |
| Optiver Holding B.V. | 0.00% | Add +58.9% | 680 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -39.2% | 588 | $21K |
| Rise Advisors, LLC | 0.01% | No change | 564 | $21K |
| Anchor Investment Management, LLC | 0.00% | No change | 542 | $20K |
| S.A. Mason LLC | 0.01% | Add +4.2% | 525 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 501 | $18K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +6.7% | 493 | $18K |
| Bessemer Group Inc. | 0.00% | Add +100.8% | 504 | $18K |
| Gleason Group, Inc. | 0.00% | Add +1.1% | 445 | $16K |
| Manchester Capital Management LLC | 0.00% | New | 432 | $16K |
| Burkett Financial Services, LLC | 0.01% | Add +1.0% | 397 | $14K |
| MV Capital Management, Inc. | 0.00% | Add +0.9% | 343 | $12K |
| Rothschild Investment LLC | 0.00% | Add +84.8% | 305 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 280 | $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 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -41.3% | 226 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 226 | $8K |
| Assetmark, Inc. | 0.00% | Add +27.3% | 210 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 195 | $7K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 186 | $7K |
| Hemington Wealth Management | 0.00% | Add +3.0% | 207 | $7K |
| LRI Investments, LLC | 0.00% | No change | 186 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +30.8% | 174 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 131 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 121 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +17.9% | 112 | $4K |
| Arax Advisory Partners | 0.00% | No change | 108 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +27.4% | 107 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 105 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +42.3% | 101 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 81 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -95.0% | 71 | $3K |
| Bokf, NA | 0.00% | No change | 61 | $2K |
| Activest Wealth Management | 0.00% | New | 59 | $2K |
| Holos Integrated Wealth LLC | 0.00% | No change | 58 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 53 | $2K |
| Kilter Group LLC | 0.00% | New | 49 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 39 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 31 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +8.3% | 26 | $948 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -34.5% | 19 | $693 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -66.7% | 15 | $547 |
| True Wealth Design, LLC | 0.00% | Add +600.0% | 14 | $511 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 14 | $511 |
| Rialto Wealth Management, LLC | 0.00% | New | 9 | $328 |
| HFM Investment Advisors, LLC | 0.00% | Add +125.0% | 9 | $328 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +166.7% | 8 | $294 |
| NewSquare Capital LLC | 0.00% | New | 8 | $291 |
| Larson Financial Group LLC | 0.00% | Reduce -66.7% | 8 | $291 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $146 |
| Avion Wealth | 0.00% | New | 15 | $0 |
"% of holder's portfolio" is UBSI's weight in each manager's 13F, not the share of United Bankshares Inc. the manager owns.