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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
207
shares
|
$7,725
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
201
shares
|
$7,501
0.0% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
187
shares
|
$6,978
0.0% of portfolio
|
Q1 2025
Added 289.58%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
187
shares
|
$6,978
0.0% of portfolio
|
Q1 2025
Added 36.5%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
186
shares
|
$6,941
0.0% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
186
shares
|
$6,941
0.0% of portfolio
|
Q2 2024
Reduced 36.95%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
174
shares
|
$6,493
0.0% of portfolio
|
Q2 2022
Reduced 4.92%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
165
shares
|
$6,157
0.0% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
165
shares
|
$6,157
0.0% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
151
shares
|
$5,635
0.0% of portfolio
|
Q4 2024
Reduced 58.97%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
144
shares
|
$5,374
0.0% of portfolio
|
Q1 2025
Reduced 83.37%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
133
shares
|
$4,963
0.0% of portfolio
|
Q1 2025
Added 49.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
131
shares
|
$4,888
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
121
shares
|
$4,515
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
108
shares
|
$4,030
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
105
shares
|
$3,918
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
100
shares
|
$3,732
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
99
shares
|
$3,694
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
95
shares
|
$3,545
0.0% of portfolio
|
Q1 2025
Added 82.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
84
shares
|
$3,134
0.0% of portfolio
|
Q3 2024
Added 35.48%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
81
shares
|
$3,022
0.0% of portfolio
|
Q4 2023
Added 28.57%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
72
shares
|
$2,687
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
71
shares
|
$2,649
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
61
shares
|
$2,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
53
shares
|
$1,977
0.0% of portfolio
|
Q1 2025
Added 1.92%
|