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 399 institutions that hold shares in the stock, with a total of 97.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
6,500
shares
|
$242,580
0.22% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
6,257
shares
|
$233,511
0.03% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,085
shares
|
$227,092
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
May 14, 2025 Q1 2025 |
6,034
shares
|
$225,188
0.06% of portfolio
|
Q1 2025
Reduced 60.83%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
6,020
shares
|
$224,666
0.02% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,972
shares
|
$222,875
0.0% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
5,946
shares
|
$221,904
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
5,935
shares
|
$221,494
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
5,916
shares
|
$220,785
0.0% of portfolio
|
Q4 2024
Added 61.73%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,870
shares
|
$219,068
0.01% of portfolio
|
Q1 2025
Reduced 35.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,823
shares
|
$217,314
0.0% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
5,789
shares
|
$216,045
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,663
shares
|
$211,343
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
5,337
shares
|
$199,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
4,619
shares
|
$172,381
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
4,159
shares
|
$155,213
0.02% of portfolio
|
Q4 2023
Reduced 30.35%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,769
shares
|
$140,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
3,472
shares
|
$129,575
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
3,125
shares
|
$116,625
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,115
shares
|
$116,251
0.0% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,683
shares
|
$100,129
0.03% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,644
shares
|
$98,674
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,597
shares
|
$96,920
0.0% of portfolio
|
Q1 2025
Added 207.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,588
shares
|
$96,584
0.0% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
2,580
shares
|
$96,285
0.08% of portfolio
|
Q1 2025
Added 0.98%
|