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 409 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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
100
shares
|
$3,643
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ares Financial Consulting, LLC
Calabasas, CA |
Jan 29, 2026 Q4 2025 |
97
shares
|
$3,533
0.0% of portfolio
|
Q4 2025
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%
|
|
|
Activest Wealth Management
|
Jan 30, 2026 Q4 2025 |
59
shares
|
$2,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 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
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
54
shares
|
$1,967
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
53
shares
|
$1,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
51
shares
|
$1,857
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
49
shares
|
$1,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
46
shares
|
$1,675
0.0% of portfolio
|
Q4 2025
Added 17.95%
|
|
|
Torren Management, LLC
San Diego, CA |
Jan 29, 2026 Q4 2025 |
35
shares
|
$1,275
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
33
shares
|
$1,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
31
shares
|
$1,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
30
shares
|
$1,092
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Uma Financial Services, Inc.
|
Jan 29, 2026 Q4 2025 |
28
shares
|
$1,020
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
26
shares
|
$947
0.0% of portfolio
|
Q4 2025
Added 85.71%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
25
shares
|
$910
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
19
shares
|
$692
0.0% of portfolio
|
Q3 2023
Reduced 67.24%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
19
shares
|
$692
0.0% of portfolio
|
Q2 2025
Reduced 34.48%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
15
shares
|
$546
0.0% of portfolio
|
Q4 2025
Added 25.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
15
shares
|
$546
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
9
shares
|
$327
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
9
shares
|
$327
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
8
shares
|
$291
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|