Institutional Ownership United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI). We have compiled data on the 400 institutions that hold shares in the stock, with a total of 98.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
261
shares
|
$9,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
252
shares
|
$9,180
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
249
shares
|
$9,071
0.0% of portfolio
|
Q3 2025
Added 18.57%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
241
shares
|
$8,779
0.0% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
232
shares
|
$8,451
0.0% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
226
shares
|
$8,233
0.0% of portfolio
|
Q2 2023
Reduced 38.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
215
shares
|
$7,832
0.0% of portfolio
|
Q3 2025
Reduced 96.85%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
200
shares
|
$7,286
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
200
shares
|
$7,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
186
shares
|
$6,775
0.0% of portfolio
|
Q2 2024
Reduced 36.95%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
186
shares
|
$6,775
0.0% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
174
shares
|
$6,338
0.0% of portfolio
|
Q2 2022
Reduced 4.92%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
139
shares
|
$5,063
0.0% of portfolio
|
Q3 2025
Reduced 40.09%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
131
shares
|
$4,772
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
122
shares
|
$4,444
0.0% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
121
shares
|
$4,408
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
112
shares
|
$4,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
105
shares
|
$3,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
100
shares
|
$3,643
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
94
shares
|
$3,424
0.0% of portfolio
|
Q3 2025
Added 16.05%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
88
shares
|
$3,205
0.0% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
63
shares
|
$2,295
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
59
shares
|
$2,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
58
shares
|
$2,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
55
shares
|
$2,003
0.0% of portfolio
|
Q3 2025
New holding
|
|