United BanksharesUBSI
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 420 institutions reported holding United Bankshares Inc. (UBSI) in their 13F filings, up 25 from Q4 2025. 54 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($835.3M), State Street Corp. ($333.2M) and Dimensional Fund Advisors LP ($317.3M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $66.7M |
| Exits | 29 | $23.5M |
All 13F filers, Q4 2025 → Q1 2026: 5,680,671 shares bought and 3,194,425 shares sold, net +2,486,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 420 holders
| BlackRock, Inc. | 0.01% | Add +0.4% | 20,166,538 | $835.3M |
| State Street Corp. | 0.01% | Add +0.3% | 7,974,217 | $333.2M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.8% | 7,661,331 | $317.3M |
| Vanguard Portfolio Management LLC | 0.02% | — | 7,277,538 | $301.4M |
| Vanguard Capital Management LLC | 0.01% | — | 6,344,890 | $262.8M |
| Earnest Partners LLC | 0.71% | Reduce -2.5% | 4,134,503 | $171.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.7% | 3,942,183 | $163.3M |
| Victory Capital Management Inc. | 0.08% | Reduce -5.4% | 3,119,919 | $129.2M |
| AQR Capital Management | 0.04% | Add +46.1% | 2,374,689 | $98.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 1,694,830 | $70.2M |
| Silvercrest Asset Management Group LLC | 0.50% | Reduce -10.6% | 1,656,172 | $68.6M |
| Northern Trust Corp. | 0.01% | Add +3.6% | 1,648,776 | $68.3M |
| Bank of America Corp. | 0.00% | Add +20.5% | 1,631,894 | $67.6M |
| Morgan Stanley | 0.00% | Add +14.6% | 1,607,767 | $66.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +33.4% | 1,569,829 | $65.0M |
| Bank of New York Mellon Corp | 0.01% | Add +0.8% | 1,362,254 | $56.4M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Reduce -3.5% | 1,327,629 | $55.0M |
| Fisher Asset Management | 0.02% | Add +2.4% | 1,211,131 | $50.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +6.7% | 984,690 | $40.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 904,635 | $37.5M |
| Nuveen, LLC | 0.01% | Reduce -4.0% | 902,544 | $37.4M |
| Vaughan Nelson Investment Management, L.P. | 0.35% | New | 832,340 | $34.5M |
| ProShare Advisors LLC | 0.05% | Reduce -29.9% | 778,714 | $32.3M |
| Invesco Ltd. | 0.00% | Reduce -24.9% | 773,956 | $32.1M |
| United Bank | 3.77% | Reduce -0.4% | 710,708 | $29.4M |
| Citadel Advisors | 0.02% | Add +826.8% | 644,254 | $26.7M |
| New York State Common Retirement Fund | 0.04% | Reduce -0.3% | 633,118 | $26.2M |
| First Trust Advisors LP | 0.02% | Add +7.5% | 570,961 | $23.6M |
| Systematic Financial Management LP | 0.41% | Reduce -0.8% | 432,000 | $17.9M |
| Rhumbline Advisers | 0.02% | Add +0.2% | 431,396 | $17.9M |
| Wells Fargo & Company | 0.00% | Reduce -19.7% | 427,820 | $17.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 410,132 | $17.0M |
| UBS Group AG | 0.00% | Add +5.8% | 370,302 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.8% | 368,003 | $15.0M |
| Sei Investments Co. | 0.01% | Add +1.4% | 345,929 | $14.3M |
| Principal Financial Group Inc. | 0.01% | Add +3.4% | 313,631 | $13.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.3% | 297,590 | $12.3M |
| California Public Employees Retirement System | 0.01% | Add +8.3% | 293,253 | $12.1M |
| Swiss National Bank | 0.01% | Reduce -0.4% | 277,963 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 263,895 | $10.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.8% | 281,398 | $10.8M |
| Basswood Capital Management, L.L.C. | 0.49% | No change | 233,034 | $9.7M |
| Deutsche Bank AG | 0.00% | Add +102.7% | 231,105 | $9.6M |
| Franklin Resources Inc. | 0.00% | Add +170.6% | 229,412 | $9.5M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -9.6% | 217,518 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.8% | 217,152 | $9.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -6.5% | 215,644 | $8.9M |
| FMR LLC | 0.00% | Reduce -0.4% | 208,424 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -10.6% | 189,805 | $7.9M |
| NTV Asset Management LLC | 0.79% | Add +0.3% | 172,525 | $7.1M |
| Retirement Systems of Alabama | 0.02% | Add +1.8% | 171,083 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Add +688.2% | 169,069 | $7.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.5% | 164,189 | $6.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -5.0% | 161,999 | $6.7M |
| California State Teachers Retirement System | 0.01% | Add +16.9% | 155,643 | $6.4M |
| Old National Bancorp | 0.10% | Add +15.3% | 146,924 | $6.1M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -46.3% | 146,514 | $6.1M |
| MetLife Investment Management, LLC | 0.03% | Reduce -0.3% | 142,805 | $5.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 137,304 | $5.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.9% | 132,182 | $5.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -9.8% | 126,800 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +77.4% | 123,635 | $5.1M |
| Focus Partners Wealth | 0.01% | Add +8.8% | 121,376 | $5.0M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -1.7% | 113,931 | $4.7M |
| Barclays PLC | 0.00% | Reduce -68.0% | 112,161 | $4.6M |
| 1834 Investment Advisors Co. | 0.58% | Add +16.1% | 111,894 | $4.6M |
| Citigroup Inc. | 0.00% | Add +9.9% | 111,869 | $4.6M |
| Maltese Capital Management LLC | 0.91% | Reduce -22.8% | 110,000 | $4.6M |
| Moody Aldrich Partners LLC | 0.81% | New | 108,618 | $4.5M |
| Holocene Advisors, LP | 0.01% | Add +40.4% | 105,667 | $4.4M |
| Wealthspire Advisors, LLC | 0.03% | Add +1045.7% | 104,053 | $4.3M |
| Wesbanco Bank Inc. | 0.12% | Reduce -11.7% | 101,359 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 96,793 | $4.0M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -11.2% | 91,272 | $3.8M |
| Guggenheim Capital LLC | 0.03% | Reduce -0.8% | 90,258 | $3.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.3% | 86,762 | $3.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.3% | 85,640 | $3.5M |
| Arkadios Wealth Advisors | 0.06% | Add +10.8% | 81,499 | $3.4M |
| American Century Companies Inc. | 0.00% | Add +2.0% | 79,603 | $3.3M |
| Brown Advisory Inc. | 0.01% | Reduce -4.7% | 79,406 | $3.3M |
| Mubadala Investment Co PJSC | 0.02% | New | 78,244 | $3.2M |
| Captrust Financial Advisors | 0.01% | Add +2.6% | 77,038 | $3.2M |
| Nicholson Wealth Management Group, LLC | 1.85% | No change | 76,245 | $3.2M |
| Dana Investment Advisors, Inc. | 0.09% | Reduce -0.2% | 75,082 | $3.1M |
| Tudor Investment Corporation | 0.02% | New | 73,823 | $3.1M |
| Waldron Private Wealth LLC | 0.12% | No change | 72,399 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 70,933 | $2.9M |
| Graham Capital Management, L.P. | 0.13% | Add +75.4% | 70,577 | $2.9M |
| Federated Hermes, Inc. | 0.00% | Add +380.8% | 69,665 | $2.9M |
| Cerity Partners LLC | 0.00% | Add +48.6% | 67,564 | $2.8M |
| Sterling Capital Management LLC | 0.05% | Reduce -6.0% | 65,456 | $2.7M |
| Creative Planning | 0.00% | Add +13.6% | 65,444 | $2.7M |
| Millennium Management | 0.00% | Add +87.2% | 64,520 | $2.7M |
| NFJ Investment Group, LLC | 0.10% | New | 63,924 | $2.6M |
| Vanguard Global Advisers, LLC | 0.00% | — | 63,774 | $2.6M |
| Ieq Capital, LLC | 0.01% | Add +43.7% | 63,414 | $2.6M |
| Quantinno Capital Management LP | 0.00% | Add +9.1% | 61,565 | $2.6M |
| Janus Henderson Group PLC | 0.00% | No change | 61,534 | $2.5M |
| Amalgamated Bank | 0.02% | Add +2.3% | 60,343 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 59,404 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.0% | 58,575 | $2.4M |
| Artemis Investment Management LLP | 0.03% | Add +23.6% | 57,978 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.1% | 57,899 | $2.4M |
| Staley Capital Advisers Inc. | 0.10% | No change | 56,541 | $2.3M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -8.7% | 55,514 | $2.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 54,709 | $2.3M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -8.3% | 53,479 | $2.2M |
| Bridgeway Capital Management, LLC | 0.04% | Reduce -4.5% | 53,146 | $2.2M |
| Anchor Capital Advisors LLC | 0.06% | Reduce -0.4% | 53,057 | $2.2M |
| CrossGen Wealth, LLC | 1.88% | Add +0.0% | 51,782 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.1% | 50,906 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -18.7% | 50,694 | $2.1M |
| Amundi | 0.00% | Add +204.8% | 49,874 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +3502.9% | 49,035 | $2.0M |
| Allstate Corp. | 0.02% | New | 48,991 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -0.8% | 46,616 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.2% | 46,543 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +19.4% | 45,562 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | New | 45,174 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.0% | 43,844 | $1.8M |
| Regent Peak Wealth Advisors LLC | 0.37% | Reduce -7.6% | 43,590 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 41,814 | $1.7M |
| Horizon Investments, LLC | 0.02% | Add +1659.1% | 41,674 | $1.7M |
| Squarepoint Ops LLC | 0.00% | Add +156.6% | 41,247 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.6% | 40,835 | $1.7M |
| MAI Capital Management | 0.01% | Add +1790.1% | 40,827 | $1.7M |
| Commonwealth Financial Services, LLC | 0.27% | Add +3.2% | 40,787 | $1.7M |
| SG Americas Securities, LLC | 0.00% | Reduce -28.7% | 40,530 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Add +4.4% | 40,500 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -1.6% | 39,422 | $1.6M |
| Picton Mahoney Asset Management | 0.02% | Add +24.1% | 38,911 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -30.7% | 38,862 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -2.3% | 38,570 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 38,525 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.5% | 37,528 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | No change | 37,034 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 36,983 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +1.9% | 36,646 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -23.5% | 35,994 | $1.5M |
| Bank of Montreal | 0.00% | Add +3.4% | 35,814 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.4% | 35,291 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.3% | 34,965 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 34,890 | $1.4M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -23.5% | 34,454 | $1.4M |
| XTX Topco Ltd | 0.02% | New | 34,198 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.0% | 33,889 | $1.4M |
| State of Michigan Retirement System | 0.01% | Add +1.5% | 33,613 | $1.4M |
| Cambiar Investors LLC | 0.06% | Reduce -25.7% | 33,478 | $1.4M |
| Crown Wealth Group, LLC | 0.40% | No change | 33,031 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -43.9% | 32,909 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +50.9% | 32,295 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +15.5% | 31,897 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.3% | 31,264 | $1.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.0% | 30,903 | $1.3M |
| Verity Asset Management, Inc. | 0.54% | Reduce -0.1% | 31,095 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Add +0.1% | 31,000 | $1.3M |
| Klingman & Associates, LLC | 0.06% | Add +0.5% | 30,852 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +86.1% | 30,700 | $1.3M |
| Meeder Asset Management Inc. | 0.07% | Reduce -33.6% | 30,317 | $1.3M |
| Dover Advisors, LLC | 0.52% | Reduce -36.6% | 29,810 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.1% | 28,612 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +42.3% | 27,549 | $1.1M |
| New Mexico Educational Retirement Board | 0.03% | No change | 27,400 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -3.0% | 27,398 | $1.1M |
| Jupiter Asset Management Ltd. | 0.01% | New | 27,107 | $1.1M |
| Foster Victor Wealth Advisors, LLC | 0.06% | No change | 24,959 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Reduce -5.5% | 26,236 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.33% | No change | 25,832 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.3% | 25,141 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +8.8% | 24,437 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +121.3% | 24,313 | $1.0M |
| Integrated Quantitative Investments LLC | 0.18% | New | 24,132 | $1000K |
| Main Street Group, LTD | 0.32% | No change | 23,870 | $989K |
| D. E. Shaw & Co. | 0.00% | Add +120.8% | 23,777 | $985K |
| Voya Investment Management LLC | 0.00% | Reduce -4.3% | 23,459 | $972K |
| Teacher Retirement System of Texas | 0.00% | New | 23,458 | $972K |
| Papamarkou Wellner Asset Management inc. | 0.59% | No change | 23,198 | $961K |
| Legato Capital Management LLC | 0.09% | New | 22,759 | $943K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.1% | 22,560 | $934K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -31.6% | 22,099 | $915K |
| BIP Wealth, LLC | 0.04% | Add +15.7% | 21,627 | $896K |
| Keybank National Association | 0.00% | Add +13.4% | 21,555 | $893K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.5% | 21,397 | $886K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +0.7% | 21,361 | $885K |
| Stifel Financial Corp. | 0.00% | Reduce -12.4% | 21,291 | $882K |
| Cwm, LLC | 0.00% | Add +20.6% | 21,216 | $879K |
| Man Group plc | 0.00% | Add +64.2% | 20,758 | $860K |
| Brighton Jones LLC | 0.02% | New | 20,744 | $859K |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.7% | 20,601 | $853K |
| State of Alaska, Department of Revenue | 0.01% | No change | 20,077 | $831K |
| Xponance LLC | 0.01% | Add +16.3% | 19,847 | $822K |
| Truist Financial Corp. | 0.00% | Reduce -10.7% | 19,506 | $808K |
| Tranquility Partners, LLC | 0.29% | No change | 18,816 | $779K |
| US Bancorp \de | 0.00% | Reduce -2.5% | 18,120 | $751K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.7% | 17,843 | $739K |
| Verition Fund Management LLC | 0.01% | Reduce -93.5% | 17,777 | $736K |
| Freestone Grove Partners LP | 0.01% | New | 17,751 | $735K |
| Mercer Global Advisors Inc. | 0.00% | Add +23.1% | 17,733 | $734K |
| STRS Ohio | 0.00% | Reduce -35.6% | 17,000 | $704K |
| Pathstone Holdings, LLC | 0.00% | Add +4.0% | 16,804 | $696K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.7% | 16,128 | $668K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -9.7% | 15,654 | $648K |
| &partners | 0.00% | Add +43.8% | 15,535 | $643K |
| Cetera Investment Advisers | 0.00% | Add +5.5% | 15,267 | $632K |
| Capital Investment Advisors, LLC | 0.01% | No change | 15,195 | $629K |
| Edgestream Partners, L.P. | 0.02% | New | 14,946 | $619K |
| Dark Forest Capital Management LP | 0.05% | New | 14,528 | $602K |
| DAVENPORT & Co LLC | 0.00% | Add +0.1% | 14,485 | $600K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.8% | 14,436 | $596K |
| Connable Office Inc. | 0.06% | Reduce -13.8% | 14,172 | $587K |
| Jones Financial Companies LLLP | 0.00% | Add +15.1% | 14,538 | $587K |
| Brooklyn Investment Group | 0.02% | Reduce -58.7% | 13,891 | $575K |
| Jackson Creek Investment Advisors LLC | 0.17% | Add +30.5% | 13,824 | $573K |
| State of Wisconsin Investment Board | 0.00% | Add +74.9% | 13,581 | $563K |
| Neuberger Berman Group LLC | 0.00% | Add +70.9% | 13,573 | $562K |
| Advisortrust Partners, LLC | 0.23% | Add +46.3% | 13,497 | $559K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,507 | $559K |
| Millstone Evans Group, LLC | 0.33% | No change | 13,328 | $552K |
| Heritage Wealth Advisors | 0.02% | Add +0.4% | 13,292 | $551K |
| Zacks Investment Management | 0.00% | Reduce -28.2% | 13,145 | $544K |
| Aviva PLC | 0.00% | New | 13,011 | $539K |
| Brown Miller Wealth Management, LLC | 0.15% | Add +1.0% | 12,775 | $529K |
| Mirabella Financial Services LLP | 0.05% | New | 12,628 | $523K |
| CWA Asset Management Group, LLC | 0.02% | No change | 12,619 | $523K |
| Inspire Investing, LLC | 0.03% | Add +2.0% | 12,389 | $513K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +160.2% | 12,138 | $503K |
| Abel Hall, LLC | 0.11% | Add +66.0% | 12,018 | $498K |
| Toth Financial Advisory Corp. | 0.05% | No change | 11,738 | $486K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -1.8% | 11,469 | $475K |
| AlTi Global, Inc. | 0.01% | No change | 11,355 | $475K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +18.9% | 11,444 | $474K |
| Courier Capital LLC | 0.03% | Add +97.0% | 11,407 | $472K |
| IFP Advisors, Inc | 0.01% | Add +4.0% | 11,335 | $469K |
| PlanVest Financial, Inc | 0.35% | — | 11,033 | $457K |
| GAMCO Investors | 0.00% | No change | 11,000 | $456K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +56.8% | 10,620 | $440K |
| DGS Capital Management, LLC | 0.07% | Add +65.3% | 10,506 | $435K |
| Accurate Wealth Management, LLC | 0.05% | Add +73.1% | 9,862 | $432K |
| Lynx Investment Advisory | 0.20% | Add +1.4% | 10,324 | $428K |
| Goldstone Financial Group, LLC | 0.05% | Reduce -20.9% | 10,248 | $424K |
| Securian Asset Management, Inc. | 0.02% | No change | 10,209 | $423K |
| Centiva Capital, LP | 0.02% | New | 10,027 | $415K |
| Ritholtz Wealth Management | 0.01% | Add +7.0% | 9,866 | $409K |
| RIA Advisory Group LLC | 0.10% | New | 9,504 | $394K |
| Belpointe Asset Management LLC | 0.01% | Reduce -3.6% | 9,428 | $391K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.0% | 9,382 | $389K |
| Riverbend Wealth Management, LLC | 0.24% | Add +13.1% | 9,275 | $384K |
| City Holding Co. | 0.05% | No change | 9,258 | $383K |
| Braun-Bostich & Associates Inc. | 0.24% | Reduce -0.4% | 9,208 | $381K |
| Swiss Life Asset Management Ltd | 0.00% | Add +38.8% | 8,938 | $370K |
| Curran Financial Partners, LLC | 0.07% | Reduce -18.8% | 8,841 | $366K |
| Corient Private Wealth LP | 0.00% | Add +2.3% | 8,602 | $356K |
| HB Wealth Management, LLC | 0.00% | Add +28.8% | 8,562 | $355K |
| Facet Wealth, Inc. | 0.01% | Reduce -2.1% | 8,445 | $350K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -4.6% | 8,362 | $346K |
| High Point Wealth Management, LLC | 0.34% | Add +1.0% | 8,299 | $344K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.2% | 8,095 | $335K |
| Jamison Private Wealth Management, Inc. | 0.04% | No change | 8,000 | $331K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,881 | $326K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.3% | 7,718 | $320K |
| DNB Asset Management AS | 0.00% | New | 7,549 | $313K |
| Vise Technologies, Inc. | 0.01% | No change | 8,093 | $311K |
| Profund Advisors LLC | 0.01% | Reduce -13.3% | 7,494 | $310K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,316 | $303K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.0% | 7,156 | $296K |
| TSG Advice Partners, LLC | 0.04% | New | 7,012 | $290K |
| Teton Advisors, LLC | 0.20% | No change | 7,000 | $290K |
| D.A. Davidson & Co. | 0.00% | No change | 6,782 | $281K |
| Natural Investments, LLC | 0.07% | No change | 6,780 | $280K |
| M&T Bank Corp | 0.00% | No change | 6,715 | $278K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -56.8% | 6,678 | $277K |
| Prospera Financial Services Inc | 0.00% | Reduce -39.4% | 6,561 | $272K |
| Accordant Advisory Group Inc | 0.17% | No change | 6,500 | $269K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,473 | $268K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.7% | 6,361 | $263K |
| GTS Securities LLC | 0.01% | New | 6,325 | $262K |
| Emerald Mutual Fund Advisers Trust | 0.01% | Reduce -54.6% | 6,277 | $260K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 6,257 | $259K |
| GeoWealth Management, LLC | 0.01% | New | 6,227 | $258K |
| Z3 Capital Partners, LLC | 0.06% | No change | 6,187 | $256K |
| AE Wealth Management LLC | 0.00% | Add +14.6% | 6,129 | $254K |
| Salomon & Ludwin, LLC | 0.02% | No change | 6,020 | $252K |
| Moors & Cabot, Inc. | 0.01% | Reduce -54.0% | 6,065 | $251K |
| MML Investors Services, LLC | 0.00% | New | 6,058 | $251K |
| Choreo, LLC | 0.00% | New | 5,930 | $248K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -52.1% | 5,942 | $246K |
| Scientech Research LLC | 0.20% | New | 5,841 | $242K |
| JMN Financial LLC | 0.24% | Reduce -0.9% | 5,835 | $242K |
| Peoples Bank | 0.15% | No change | 5,735 | $238K |
| Measured Wealth Private Client Group, LLC | 0.06% | New | 5,631 | $233K |
| Marathon Strategic Advisors, LLC | 0.17% | No change | 5,565 | $231K |
| Beacon Investment Advisors LLC | 0.09% | Reduce -4.1% | 5,481 | $227K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,449 | $226K |
| HSBC Holdings PLC | 0.00% | Reduce -69.9% | 5,447 | $226K |
| Milestone Asset Management, LLC | 0.04% | No change | 5,353 | $222K |
| Empowered Funds, LLC | 0.00% | New | 5,336 | $221K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.4% | 5,261 | $218K |
| Summit Financial, LLC | 0.00% | Reduce -63.2% | 5,193 | $217K |
| Gsa Capital Partners LLP | 0.01% | New | 5,244 | $217K |
| Hoxton Planning & Management, LLC | 0.06% | New | 5,198 | $215K |
| KBC Group NV | 0.00% | Add +22.3% | 5,180 | $215K |
| Fieldview Capital Management, LLC | 0.06% | Reduce -94.4% | 5,144 | $213K |
| Vectors Research Management, LLC | 0.06% | New | 5,118 | $212K |
| MQS Management LLC | 0.14% | New | 5,094 | $211K |
| Legacy Wealth Asset Management, LLC | 0.05% | New | 5,012 | $208K |
| Appalachian Capital Management Ltd | 0.17% | New | 5,000 | $207K |
| Cannon Financial Strategists, Inc. | 0.03% | New | 5,000 | $207K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -17.2% | 4,924 | $204K |
| Savant Capital, LLC | 0.00% | New | 4,918 | $204K |
| Shelton Capital Management | 0.00% | New | 4,844 | $201K |
| Granite FO LLC | 0.11% | No change | 4,619 | $191K |
| Huntington National Bank | 0.00% | No change | 4,249 | $176K |
| Evermay Wealth Management LLC | 0.02% | No change | 4,159 | $174K |
| Eastern Bank | 0.00% | Reduce -18.3% | 3,902 | $162K |
| Trask Adam Roland | 0.14% | — | 3,544 | $147K |
| Smithfield Trust Co | 0.01% | No change | 3,520 | $146K |
| Quadrant Capital Group LLC | 0.00% | Reduce -0.3% | 3,426 | $142K |
| Hantz Financial Services, Inc. | 0.00% | Add +53.6% | 3,336 | $138K |
| Hilltop National Bank | 0.03% | No change | 3,192 | $132K |
| Bayforest Capital Ltd | 0.15% | Reduce -46.9% | 3,189 | $132K |
| GAMMA Investing LLC | 0.01% | Add +12.5% | 3,177 | $132K |
| Exchange Traded Concepts, LLC | 0.00% | Add +21.1% | 2,869 | $119K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.7% | 2,449 | $102K |
| Rothschild Investment LLC | 0.00% | Add +77.6% | 2,195 | $91K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 1,900 | $79K |
| Key Financial Inc | 0.01% | No change | 1,830 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.1% | 1,795 | $74K |
| Hughes Financial Services, LLC | 0.01% | No change | 1,737 | $72K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.5% | 1,679 | $70K |
| UMB Bank, n.a. | 0.00% | Reduce -0.8% | 1,658 | $69K |
| FNY Investment Advisers, LLC | 0.03% | No change | 1,600 | $66K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,518 | $63K |
| Canton Hathaway, LLC | 0.01% | No change | 1,501 | $62K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,480 | $61K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,385 | $57K |
| Blue Trust, Inc. | 0.00% | Reduce -2.2% | 1,290 | $53K |
| SHP Wealth Management | 0.00% | Reduce -46.3% | 1,041 | $43K |
| Covestor Ltd | 0.03% | Reduce -45.0% | 1,044 | $43K |
| Signaturefd, LLC | 0.00% | Reduce -5.0% | 1,006 | $42K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.4% | 954 | $40K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +94.9% | 951 | $39K |
| Private Trust Co. NA | 0.00% | No change | 857 | $35K |
| Kemnay Advisory Services Inc. | 0.01% | Add +100.2% | 827 | $34K |
| Root Financial Partners, LLC | 0.00% | Add +64.4% | 786 | $33K |
| Bogart Wealth, LLC | 0.00% | Add +1.7% | 776 | $32K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -13.6% | 731 | $30K |
| Ares Financial Consulting, LLC | 0.02% | Add +621.6% | 700 | $29K |
| Allworth Financial LP | 0.00% | Add +155.8% | 701 | $29K |
| Harbour Investments, Inc. | 0.00% | Add +144.3% | 684 | $28K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.8% | 662 | $27K |
| Bessemer Group Inc. | 0.00% | Add +49.2% | 628 | $27K |
| Anchor Investment Management, LLC | 0.00% | No change | 542 | $22K |
| Salem Investment Counselors Inc. | 0.00% | New | 501 | $21K |
| LRI Investments, LLC | 0.00% | Add +145.2% | 456 | $19K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -22.6% | 451 | $19K |
| Manchester Capital Management LLC | 0.00% | Reduce -0.9% | 449 | $19K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -34.1% | 439 | $18K |
| Burkett Financial Services, LLC | 0.01% | Add +1.0% | 409 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.4% | 401 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +16.1% | 376 | $16K |
| Essential Partners LLC | 0.01% | Add +1.4% | 360 | $15K |
| MV Capital Management, Inc. | 0.00% | Add +0.9% | 346 | $14K |
| Arax Advisory Partners | 0.00% | Add +255.2% | 341 | $14K |
| Tacita Capital Inc | 0.01% | New | 321 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 312 | $13K |
| Danske Bank A/S | 0.00% | Reduce -91.7% | 300 | $12K |
| Assetmark, Inc. | 0.00% | Add +11.5% | 262 | $11K |
| Mather Group, Llc. | 0.00% | New | 261 | $11K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +0.8% | 252 | $10K |
| First United Bank & Trust | 0.00% | No change | 252 | $10K |
| Parallel Advisors, LLC | 0.00% | Add +1.6% | 250 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 217 | $9K |
| Tripletail Wealth Management, LLC | 0.01% | No change | 200 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -17.0% | 200 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 186 | $8K |
| True Wealth Design, LLC | 0.00% | Add +600.0% | 182 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 179 | $7K |
| CVA Family Office, LLC | 0.00% | New | 179 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -40.7% | 160 | $7K |
| CENTRAL TRUST Co | 0.00% | No change | 139 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 131 | $5K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 124 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 122 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 121 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 117 | $5K |
| Quent Capital, LLC | 0.00% | No change | 108 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 105 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +128.3% | 105 | $4K |
| Triumph Capital Management | 0.00% | No change | 102 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +10.9% | 102 | $4K |
| Colonial Trust Advisors | 0.00% | No change | 100 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -26.2% | 93 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 86 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 81 | $3K |
| Kilter Group LLC | 0.00% | Add +17.9% | 79 | $3K |
| Rossby Financial, LCC | 0.00% | Add +79.0% | 68 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 58 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 58 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Add +62.9% | 57 | $2K |
| TD Capital Management LLC | 0.00% | New | 57 | $2K |
| Miller Global Investments, LLC | 0.00% | No change | 51 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +153.3% | 38 | $2K |
| Activest Wealth Management | 0.00% | Reduce -35.6% | 38 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -92.4% | 35 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 28 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +800.0% | 27 | $1K |
| Larson Financial Group LLC | 0.00% | Add +92.9% | 27 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 25 | $1K |
| Strive Financial Group ,LLC | 0.00% | Reduce -40.5% | 25 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +26.3% | 24 | $995 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +45.5% | 16 | $668 |
| HFM Investment Advisors, LLC | 0.00% | Add +22.2% | 11 | $456 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 11 | $455 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 8 | $331 |
| Curio Wealth, LLC | 0.00% | New | 5 | $207 |
| CoreCap Advisors, LLC | 0.00% | New | 4 | $166 |
| AdvisorNet Financial, Inc | 0.00% | New | 3 | $124 |
| Raffa Wealth Management, LLC | 0.00% | New | 2 | $83 |
| Dogwood Wealth Management LLC | 0.00% | No change | 2 | $83 |
| 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.