United BanksharesUBSI
13F holders, Q3 2025 (September 30)371holders +7
38new positions
28sold out
7famous investors
$37.24avg. 13F price*
At the end of Q3 2025, 371 institutions reported holding United Bankshares Inc. (UBSI) in their 13F filings, up 7 from Q2 2025. 38 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($755.4M), Vanguard Group Inc. ($547.5M) and State Street Corp. ($308.8M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- United Bankshares Inc.
- CUSIP
- 909907107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $22.0M |
| Exits | 28 | $17.8M |
All 13F filers, Q2 2025 → Q3 2025: 2,756,257 shares bought and 5,167,232 shares sold, net −2,410,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 371 holders
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 20,300,979 | $755.4M |
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 14,715,052 | $547.5M |
| State Street Corp. | 0.01% | Add +0.5% | 8,219,820 | $308.8M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.3% | 7,741,908 | $288.1M |
| Earnest Partners LLC | 0.72% | Reduce -3.8% | 4,450,747 | $165.6M |
| Victory Capital Management Inc. | 0.08% | Add +1.2% | 3,624,628 | $134.9M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 3,618,388 | $134.7M |
| Silvercrest Asset Management Group LLC | 0.51% | Reduce -3.8% | 2,072,920 | $77.1M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 1,743,208 | $64.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.3% | 1,708,472 | $63.6M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Reduce -0.3% | 1,501,726 | $55.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.4% | 1,386,710 | $51.6M |
| Bank of America Corp. | 0.00% | Add +11.4% | 1,367,319 | $50.9M |
| Fisher Asset Management | 0.02% | Add +10.1% | 1,275,425 | $47.5M |
| Morgan Stanley | 0.00% | Add +8.8% | 1,265,745 | $47.1M |
| ProShare Advisors LLC | 0.09% | Reduce -1.0% | 1,140,858 | $42.5M |
| Invesco Ltd. | 0.01% | Reduce -1.5% | 1,080,394 | $40.2M |
| AQR Capital Management | 0.02% | Add +65.5% | 930,252 | $34.6M |
| JPMorgan Chase & Co. | 0.00% | Add +64.7% | 782,292 | $29.1M |
| Nuveen, LLC | 0.01% | Reduce -4.4% | 738,724 | $27.5M |
| United Bank | 3.16% | Reduce -0.2% | 711,732 | $26.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Add +4.0% | 677,691 | $25.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +52.2% | 672,065 | $25.0M |
| New York State Common Retirement Fund | 0.03% | No change | 639,616 | $23.8M |
| First Trust Advisors LP | 0.01% | Reduce -73.1% | 521,180 | $19.4M |
| Verition Fund Management LLC | 0.12% | Add +89.5% | 520,964 | $19.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.3% | 518,686 | $19.3M |
| Wells Fargo & Company | 0.00% | Add +4.9% | 488,714 | $18.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.7% | 475,086 | $17.7M |
| UBS Group AG | 0.00% | Reduce -44.3% | 445,043 | $16.6M |
| Systematic Financial Management LP | 0.39% | Add +1.3% | 434,509 | $16.2M |
| Sei Investments Co. | 0.02% | Reduce -2.5% | 386,027 | $14.4M |
| Barclays PLC | 0.00% | Reduce -2.3% | 339,567 | $12.6M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -25.8% | 323,643 | $12.0M |
| Renaissance Technologies | 0.02% | Reduce -30.6% | 323,033 | $12.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.0% | 318,524 | $11.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -45.1% | 293,409 | $10.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.6% | 288,064 | $10.7M |
| Swiss National Bank | 0.01% | Add +0.4% | 275,363 | $10.2M |
| Segall Bryant & Hamill, LLC | 0.13% | Add +19.6% | 268,985 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 264,314 | $9.8M |
| FMR LLC | 0.00% | Reduce -21.7% | 262,578 | $9.8M |
| California Public Employees Retirement System | 0.01% | Add +12.7% | 254,535 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 251,135 | $9.3M |
| Basswood Capital Management, L.L.C. | 0.40% | No change | 233,034 | $8.7M |
| Legal & General Group Plc | 0.00% | Reduce -4.7% | 230,948 | $8.6M |
| Jane Street Group, LLC | 0.01% | New | 221,035 | $8.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -5.1% | 186,064 | $6.9M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.4% | 170,856 | $6.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.8% | 162,987 | $6.1M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.2% | 153,282 | $5.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.3% | 146,651 | $5.5M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 139,387 | $5.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 137,021 | $5.1M |
| Rafferty Asset Management, LLC | 0.02% | Add +12.1% | 133,234 | $5.0M |
| New York State Teachers Retirement System | 0.01% | No change | 133,107 | $5.0M |
| NTV Asset Management LLC | 0.51% | Reduce -0.9% | 126,925 | $4.7M |
| Jupiter Asset Management Ltd. | 0.04% | Reduce -56.0% | 125,797 | $4.7M |
| Millennium Management | 0.00% | Reduce -63.7% | 124,568 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.5% | 121,942 | $4.5M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +4.5% | 117,780 | $4.4M |
| Wesbanco Bank Inc. | 0.12% | Reduce -1.3% | 117,528 | $4.4M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -57.1% | 114,024 | $4.2M |
| Deutsche Bank AG | 0.00% | Add +15.6% | 109,252 | $4.1M |
| Holocene Advisors, LP | 0.01% | Reduce -0.6% | 109,073 | $4.1M |
| Maltese Capital Management LLC | 0.59% | Reduce -10.9% | 102,500 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.7% | 101,891 | $3.8M |
| Van Eck Associates Corp. | 0.00% | Add +1.8% | 101,834 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -32.3% | 101,150 | $3.8M |
| Focus Partners Wealth | 0.01% | Reduce -2.3% | 91,657 | $3.4M |
| Guggenheim Capital LLC | 0.02% | Add +16.9% | 87,595 | $3.3M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -59.5% | 86,203 | $3.2M |
| American Century Companies Inc. | 0.00% | Reduce -8.2% | 85,758 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -1.8% | 85,093 | $3.2M |
| Brown Advisory Inc. | 0.00% | Reduce -3.7% | 83,869 | $3.1M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -0.0% | 82,919 | $3.1M |
| Waldron Private Wealth LLC | 0.12% | No change | 77,341 | $2.9M |
| Sterling Capital Management LLC | 0.04% | Add +30.1% | 77,640 | $2.9M |
| LPL Financial LLC | 0.00% | Add +9.7% | 76,248 | $2.8M |
| Nicholson Wealth Management Group, LLC | 1.66% | No change | 76,245 | $2.8M |
| Dana Investment Advisors, Inc. | 0.08% | Reduce -0.7% | 75,348 | $2.8M |
| Captrust Financial Advisors | 0.01% | Reduce -7.8% | 72,831 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.8% | 71,045 | $2.6M |
| Dover Advisors, LLC | 1.05% | Reduce -18.6% | 70,093 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.4% | 65,262 | $2.4M |
| Fieldview Capital Management, LLC | 0.38% | Add +161.0% | 62,592 | $2.3M |
| Amalgamated Bank | 0.02% | Add +0.0% | 62,043 | $2.3M |
| Verity Asset Management, Inc. | 0.75% | Add +105.1% | 61,838 | $2.3M |
| Janus Henderson Group PLC | 0.00% | No change | 61,534 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.3% | 59,096 | $2.2M |
| Intech Investment Management LLC | 0.02% | Reduce -16.6% | 58,687 | $2.2M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +92.7% | 57,795 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +10.6% | 57,628 | $2.1M |
| Staley Capital Advisers Inc. | 0.09% | No change | 56,541 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -26.5% | 54,700 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 54,709 | $2.0M |
| Creative Planning | 0.00% | Add +3.6% | 54,254 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 53,763 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +29.8% | 53,205 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 51,604 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -21.9% | 51,448 | $1.9M |
| Regent Peak Wealth Advisors LLC | 0.38% | — | 50,682 | $1.9M |
| Cambiar Investors LLC | 0.08% | Add +0.4% | 50,085 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | New | 48,759 | $1.8M |
| Bridgeway Capital Management, LLC | 0.04% | No change | 48,646 | $1.8M |
| Anchor Capital Advisors LLC | 0.05% | Add +1.8% | 48,503 | $1.8M |
| Comerica Bank | 0.01% | Reduce -7.4% | 46,838 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -6.6% | 44,402 | $1.7M |
| Graham Capital Management, L.P. | 0.09% | Add +85.1% | 42,953 | $1.6M |
| Mariner, LLC | 0.00% | Add +25.1% | 42,327 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +3.8% | 42,074 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +0.4% | 42,027 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 41,814 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -4.8% | 41,451 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.3% | 41,092 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -26.3% | 40,214 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +23.9% | 40,204 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -28.3% | 39,421 | $1.5M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.5% | 39,300 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -8.7% | 38,323 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 38,144 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +32.0% | 37,851 | $1.4M |
| Commonwealth Financial Services, LLC | 0.24% | Add +521.5% | 37,248 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.4% | 36,267 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | Add +19.6% | 35,946 | $1.3M |
| Synovus Financial Corp. | 0.02% | Add +12.8% | 35,583 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -5.3% | 34,908 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.3% | 34,657 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -6.2% | 33,629 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.5% | 33,613 | $1.3M |
| Crown Wealth Group, LLC | 0.37% | No change | 33,031 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.3% | 32,770 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.5% | 31,498 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Add +0.1% | 30,921 | $1.2M |
| Klingman & Associates, LLC | 0.06% | Add +0.2% | 30,650 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | No change | 29,903 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.6% | 29,802 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -11.9% | 29,704 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.1% | 28,412 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Add +6.4% | 28,306 | $1.1M |
| Brevan Howard Capital Management LP | 0.01% | New | 27,799 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 27,400 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.9% | 27,312 | $1.0M |
| STRS Ohio | 0.00% | No change | 26,400 | $982K |
| Franklin Resources Inc. | 0.00% | Add +7.6% | 26,098 | $971K |
| Hazlett, Burt & Watson, Inc. | 0.34% | Add +219.8% | 25,832 | $960K |
| HighTower Advisors, LLC | 0.00% | Add +7.1% | 25,694 | $956K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -7.1% | 25,277 | $941K |
| Voya Investment Management LLC | 0.00% | Reduce -33.1% | 25,211 | $938K |
| Pacer Advisors, Inc. | 0.00% | New | 25,146 | $936K |
| Foster Victor Wealth Advisors, LLC | 0.06% | No change | 24,959 | $928K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.6% | 24,747 | $921K |
| Two Sigma Advisers, LP | 0.00% | New | 24,500 | $912K |
| Main Street Group, LTD | 0.28% | No change | 23,870 | $888K |
| Huntington National Bank | 0.01% | No change | 23,558 | $877K |
| Papamarkou Wellner Asset Management inc. | 0.53% | No change | 23,198 | $863K |
| Natixis Advisors, LLC | 0.00% | Reduce -19.8% | 23,172 | $862K |
| Moors & Cabot, Inc. | 0.04% | New | 22,749 | $846K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -31.4% | 22,699 | $845K |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 22,231 | $827K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.1% | 22,105 | $823K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -24.9% | 22,062 | $821K |
| Zacks Investment Management | 0.01% | Add +20.4% | 21,969 | $818K |
| Prudential Financial Inc. | 0.00% | Reduce -0.3% | 21,868 | $814K |
| State of Alaska, Department of Revenue | 0.01% | Add +34.1% | 21,344 | $793K |
| Linden Thomas Advisory Services, LLC | 0.08% | Add +2.8% | 21,255 | $791K |
| SG Americas Securities, LLC | 0.00% | Reduce -76.2% | 21,193 | $789K |
| Aquatic Capital Management LLC | 0.01% | New | 21,057 | $784K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.9% | 20,795 | $774K |
| Strategic Blueprint, LLC | 0.03% | Reduce -19.6% | 20,547 | $765K |
| Emerald Mutual Fund Advisers Trust | 0.04% | No change | 20,108 | $748K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.3% | 20,086 | $747K |
| Xponance LLC | 0.01% | Reduce -0.2% | 20,030 | $745K |
| US Bancorp \de | 0.00% | Reduce -31.6% | 19,456 | $724K |
| IFG Advisory, LLC | 0.03% | No change | 19,235 | $716K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.0% | 19,131 | $712K |
| Tranquility Partners, LLC | 0.24% | Reduce -23.3% | 18,816 | $700K |
| Brighton Jones LLC | 0.02% | Add +5.4% | 18,791 | $699K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -25.1% | 18,750 | $698K |
| Teacher Retirement System of Texas | 0.00% | Reduce -19.8% | 18,565 | $691K |
| Summit Financial, LLC | 0.01% | Add +0.4% | 17,742 | $660K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 17,635 | $656K |
| Capital Investment Advisors, LLC | 0.01% | No change | 17,570 | $654K |
| Keybank National Association | 0.00% | Add +3.5% | 17,347 | $645K |
| Connable Office Inc. | 0.06% | No change | 16,441 | $612K |
| Pathstone Holdings, LLC | 0.00% | Add +12.3% | 16,357 | $609K |
| Federated Hermes, Inc. | 0.00% | Add +23.6% | 16,348 | $608K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.1% | 16,338 | $608K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.8% | 16,187 | $602K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +1.8% | 16,105 | $599K |
| Cetera Investment Advisers | 0.00% | Add +24.3% | 15,985 | $595K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -14.9% | 15,386 | $573K |
| Balyasny Asset Management L.P. | 0.00% | Add +4.3% | 15,295 | $569K |
| CIBC Bancorp USA Inc. | 0.00% | — | 15,099 | $562K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -66.6% | 14,515 | $540K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.5% | 14,471 | $538K |
| NorthCoast Asset Management LLC | 0.00% | New | 14,104 | $525K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,507 | $503K |
| State of Wisconsin Investment Board | 0.00% | Reduce -0.1% | 13,460 | $501K |
| Millstone Evans Group, LLC | 0.32% | No change | 13,328 | $496K |
| Heritage Wealth Advisors | 0.02% | Reduce -29.3% | 13,182 | $491K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -4.2% | 12,872 | $479K |
| CWA Asset Management Group, LLC | 0.02% | No change | 12,667 | $471K |
| Brown Miller Wealth Management, LLC | 0.13% | Add +1.0% | 12,525 | $466K |
| Jones Financial Companies LLLP | 0.00% | Add +2.9% | 12,266 | $458K |
| Inspire Investing, LLC | 0.04% | Add +14.8% | 12,232 | $455K |
| Alps Advisors Inc. | 0.00% | Add +16.7% | 12,178 | $453K |
| Inceptionr LLC | 0.11% | Add +8.7% | 11,948 | $445K |
| Goldstone Financial Group, LLC | 0.05% | Add +10.3% | 11,895 | $443K |
| Toth Financial Advisory Corp. | 0.05% | No change | 11,738 | $437K |
| Edgemoor Investment Advisors, Inc. | 0.03% | New | 11,497 | $428K |
| AlTi Global, Inc. | 0.01% | New | 11,375 | $423K |
| GAMCO Investors | 0.00% | Add +10.0% | 11,000 | $409K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +55.7% | 10,900 | $406K |
| Curran Financial Partners, LLC | 0.08% | Add +0.9% | 10,881 | $405K |
| Los Angeles Capital Management LLC | 0.00% | No change | 10,813 | $402K |
| City Holding Co. | 0.05% | Add +16.2% | 10,759 | $400K |
| Jackson Creek Investment Advisors LLC | 0.12% | Reduce -0.2% | 10,744 | $400K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.5% | 10,583 | $394K |
| RIA Advisory Group LLC | 0.10% | Reduce -1.8% | 10,513 | $391K |
| Lynx Investment Advisory | 0.23% | Reduce -4.0% | 10,243 | $381K |
| Janney Capital Management LLC | 0.02% | New | 10,207 | $380K |
| D. E. Shaw & Co. | 0.00% | Reduce -38.5% | 9,967 | $371K |
| IFP Advisors, Inc | 0.01% | Reduce -0.1% | 9,862 | $367K |
| Belpointe Asset Management LLC | 0.01% | Reduce -3.5% | 9,783 | $364K |
| Facet Wealth, Inc. | 0.01% | New | 9,362 | $348K |
| Jamison Private Wealth Management, Inc. | 0.04% | No change | 9,348 | $348K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -18.9% | 9,264 | $345K |
| Braun-Bostich & Associates Inc. | 0.22% | Add +4.4% | 9,256 | $344K |
| Mackenzie Financial Corp. | 0.00% | Add +11.7% | 9,165 | $341K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +2.5% | 9,118 | $338K |
| Apollon Wealth Management, LLC | 0.01% | No change | 9,067 | $337K |
| Strategic Wealth Investment Group, LLC | 0.03% | New | 9,033 | $336K |
| Mercer Global Advisors Inc. | 0.00% | Add +19.1% | 8,985 | $334K |
| Ritholtz Wealth Management | 0.01% | Add +35.5% | 8,979 | $334K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -42.2% | 8,827 | $328K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 8,762 | $326K |
| NovaPoint Capital, LLC | 0.08% | New | 8,743 | $325K |
| Profund Advisors LLC | 0.01% | Add +2.3% | 8,684 | $323K |
| Corient Private Wealth LP | 0.00% | Add +12.0% | 8,334 | $310K |
| Riverbend Wealth Management, LLC | 0.21% | Add +0.1% | 8,190 | $305K |
| Canal Capital Management, LLC | 0.05% | Add +1.0% | 8,162 | $304K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -85.4% | 8,112 | $302K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.6% | 8,092 | $301K |
| Cwm, LLC | 0.00% | Add +40.8% | 8,003 | $298K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 7,818 | $291K |
| Magnetar Financial LLC | 0.00% | New | 7,538 | $280K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 7,481 | $274K |
| Tidal Investments LLC | 0.00% | Add +10.2% | 7,329 | $273K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,316 | $272K |
| Arax Advisory Partners | 0.00% | Add +6531.5% | 7,162 | $266K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 7,096 | $264K |
| Peoples Bank | 0.16% | No change | 7,044 | $262K |
| Teton Advisors, LLC | 0.16% | — | 7,000 | $260K |
| Vident Advisory, LLC | 0.00% | Reduce -22.1% | 6,806 | $253K |
| D.A. Davidson & Co. | 0.00% | New | 6,782 | $252K |
| Natural Investments, LLC | 0.06% | No change | 6,780 | $252K |
| Mutual Advisors, LLC | 0.01% | No change | 7,045 | $248K |
| Polymer Capital Management (HK) LTD | 0.03% | New | 6,574 | $245K |
| Accordant Advisory Group Inc | 0.16% | No change | 6,500 | $242K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -77.2% | 6,445 | $240K |
| Swiss Life Asset Management Ltd | 0.00% | New | 6,441 | $240K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 6,257 | $233K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.05% | Reduce -27.7% | 6,243 | $232K |
| Salomon & Ludwin, LLC | 0.02% | No change | 6,020 | $224K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 5,946 | $221K |
| &partners | 0.00% | Reduce -4.2% | 5,880 | $219K |
| Vise Technologies, Inc. | 0.01% | Reduce -34.6% | 5,834 | $217K |
| Courier Capital LLC | 0.01% | No change | 5,789 | $215K |
| Beacon Investment Advisors LLC | 0.09% | Add +0.8% | 5,674 | $211K |
| Marathon Strategic Advisors, LLC | 0.17% | New | 5,565 | $207K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 5,557 | $207K |
| Headlands Technologies LLC | 0.02% | Add +148.1% | 5,507 | $205K |
| Naples Global Advisors, LLC | 0.02% | New | 5,400 | $203K |
| Eastern Bank | 0.00% | No change | 5,337 | $199K |
| Nisa Investment Advisors, LLC | 0.00% | Add +46.8% | 4,757 | $179K |
| KBC Group NV | 0.00% | No change | 4,234 | $158K |
| Evermay Wealth Management LLC | 0.02% | No change | 4,159 | $156K |
| Granite FO LLC | 0.08% | Reduce -13.6% | 3,991 | $149K |
| Horizon Investments, LLC | 0.00% | No change | 3,769 | $140K |
| Hilltop National Bank | 0.03% | No change | 3,599 | $134K |
| Hopwood Financial Services, Inc. | 0.08% | No change | 3,125 | $116K |
| AlphaQuest LLC | 0.01% | Add +73.9% | 3,028 | $113K |
| GAMMA Investing LLC | 0.01% | Add +13.9% | 2,844 | $106K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +14.9% | 2,699 | $100K |
| Principal Securities, Inc. | 0.00% | Add +8.4% | 2,641 | $98K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,589 | $96K |
| Hantz Financial Services, Inc. | 0.00% | Add +240.8% | 2,553 | $95K |
| MAI Capital Management | 0.00% | No change | 2,245 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 2,085 | $78K |
| Key Financial Inc | 0.01% | No change | 1,830 | $68K |
| Covestor Ltd | 0.04% | Add +14.5% | 1,728 | $64K |
| Hughes Financial Services, LLC | 0.01% | No change | 1,737 | $64K |
| UMB Bank, n.a. | 0.00% | Add +0.5% | 1,686 | $63K |
| FNY Investment Advisers, LLC | 0.02% | No change | 1,600 | $59K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,518 | $56K |
| Canton Hathaway, LLC | 0.01% | No change | 1,501 | $56K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,480 | $55K |
| CI Investments Inc. | 0.00% | Reduce -32.1% | 1,461 | $54K |
| Fifth Third Bancorp | 0.00% | Add +4.2% | 1,310 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.1% | 1,200 | $45K |
| Blue Trust, Inc. | 0.00% | Reduce -53.3% | 1,162 | $43K |
| Allworth Financial LP | 0.00% | Reduce -13.8% | 1,091 | $41K |
| Signaturefd, LLC | 0.00% | No change | 1,000 | $37K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 960 | $36K |
| Private Trust Co. NA | 0.00% | No change | 857 | $32K |
| Rothschild Investment LLC | 0.00% | Add +174.8% | 838 | $31K |
| Clarity Asset Management, Inc. | 0.02% | Add +1.1% | 838 | $31K |
| Shell Asset Management Co. | 0.00% | Reduce -63.7% | 792 | $29K |
| Bogart Wealth, LLC | 0.00% | Add +655.5% | 763 | $28K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.1% | 679 | $25K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 662 | $25K |
| Danske Bank A/S | 0.00% | Reduce -14.3% | 600 | $22K |
| Rise Advisors, LLC | 0.01% | No change | 564 | $21K |
| Anchor Investment Management, LLC | 0.00% | No change | 542 | $20K |
| Quarry LP | 0.01% | New | 510 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 501 | $19K |
| Optiver Holding B.V. | 0.00% | Reduce -27.4% | 494 | $18K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +0.6% | 496 | $18K |
| Manchester Capital Management LLC | 0.00% | Add +3.0% | 445 | $17K |
| Bessemer Group Inc. | 0.00% | Reduce -16.5% | 421 | $16K |
| Root Financial Partners, LLC | 0.00% | New | 414 | $15K |
| Meeder Asset Management Inc. | 0.00% | New | 403 | $15K |
| Burkett Financial Services, LLC | 0.01% | Add +1.0% | 401 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +71.2% | 387 | $14K |
| MV Capital Management, Inc. | 0.00% | No change | 343 | $13K |
| Versant Capital Management, Inc | 0.00% | Add +75.3% | 305 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -50.9% | 289 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 280 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -64.9% | 270 | $10K |
| Mather Group, Llc. | 0.00% | New | 261 | $10K |
| First United Bank & Trust | 0.00% | No change | 252 | $9K |
| Assetmark, Inc. | 0.00% | Add +18.6% | 249 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 241 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 226 | $8K |
| Clearstead Advisors, LLC | 0.00% | Reduce -96.8% | 215 | $8K |
| Hemington Wealth Management | 0.00% | Add +12.1% | 232 | $8K |
| Tripletail Wealth Management, LLC | 0.01% | New | 200 | $8K |
| Wealth Watch Advisors, INC | 0.00% | New | 200 | $7K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 186 | $7K |
| LRI Investments, LLC | 0.00% | No change | 186 | $7K |
| CENTRAL TRUST Co | 0.00% | Reduce -40.1% | 139 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 131 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +8.9% | 122 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 121 | $5K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 112 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 105 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +16.1% | 94 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -17.8% | 88 | $3K |
| Quent Capital, LLC | 0.00% | New | 63 | $2K |
| Activest Wealth Management | 0.00% | No change | 59 | $2K |
| Holos Integrated Wealth LLC | 0.00% | No change | 58 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 55 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +1.9% | 54 | $2K |
| Quadrant Capital Group LLC | 0.00% | New | 53 | $2K |
| Kilter Group LLC | 0.00% | No change | 49 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 39 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +100.0% | 30 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 33 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 31 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -3.9% | 25 | $959 |
| Essential Partners LLC | 0.00% | New | 23 | $856 |
| SJS Investment Consulting Inc. | 0.00% | No change | 19 | $707 |
| True Wealth Design, LLC | 0.00% | No change | 14 | $521 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 14 | $521 |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 12 | $447 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +12.5% | 9 | $338 |
| HFM Investment Advisors, LLC | 0.00% | No change | 9 | $335 |
| Larson Financial Group LLC | 0.00% | No change | 8 | $298 |
| Dogwood Wealth Management LLC | 0.00% | New | 2 | $75 |
| Avion Wealth | 0.00% | No change | 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.