United BanksharesUBSI

13F holders, Q2 2025 (June 30)
364holders −13
33new positions
47sold out
7famous investors
$36.46avg. 13F price*

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

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions33$18.1M
Exits47$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.