UBSI · Company research
United Bankshares Inc (UBSI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 942 | 43172 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1083190 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32912 | 1508357 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Arbejdsmarkedets Tillaegspension | 2105395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 317799 | 14564728 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7718 | 353716 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Hoxton Planning & Management, LLC | 1954782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5198 | 238224 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63440 | 2907 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5443 | 249452 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233034 | 10679948 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8755 | 401242 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46399 | 2139440 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5180 | 237 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ANCHOR CAPITAL ADVISORS LLC | 813933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51420 | 2356579 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5393 | 247162 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smithfield Trust Co | 1019754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3520 | 161 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41794 | 1915434 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30925 | 1417293 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131 | 6004 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20155 | 931381 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14411 | 660459 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145460 | 6666432 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NAVELLIER & ASSOCIATES INC | 872163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4549 | 208481 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42255 | 1936547 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITY HOLDING CO | 726854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9258 | 424199 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102 | 4675 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 32081 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144345 | 6615331 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CrossGen Wealth, LLC | 2112179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51791 | 2373570 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1443 | 66133 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86817 | 3978823 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30525 | 1398961 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31500 | 1443645 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 92 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| DOVER ADVISORS, LLC | 1964541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47027 | 1825451 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 297241 | 13622555 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15703 | 719670 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9918 | 454555 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18994 | 870495 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 775548 | 35543366 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Belpointe Asset Management LLC | 1721242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9467 | 433888 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Goldstone Financial Group, LLC | 2040021 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9256 | 424180 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102945 | 4718284 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49684 | 2277018 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 704 | 32265 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1482 | 67920 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CAMBIAR INVESTORS LLC | 823621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33315 | 1526826 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80923 | 3708701 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7549 | 345971 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AVIVA PLC | 1140022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11122 | 509721 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 665 | 30477 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 741 | 33969 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Colonial Trust Advisors | 1567993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 4583 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aptus Capital Advisors, LLC | 1664193 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5459 | 250186 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165 | 7562 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Curran Financial Partners, LLC | 1843867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8841 | 405183 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190478 | 8730 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1518 | 69570 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14752 | 676084 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 618612 | 28350988 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83 | 3804 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25928 | 1188280 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Miller Global Investments, LLC | 2099097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51 | 2337 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20582 | 943273 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Crown Wealth Group, LLC | 1845698 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33031 | 1513811 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280363 | 12849036 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55570 | 2546773 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1408 | 64531 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 1277 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Nicholson Wealth Management Group, LLC | 2035982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76245 | 3494308 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38835 | 1779808 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15212 | 697153 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33703 | 1554590 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Canton Hathaway, LLC | 1755785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1501 | 68791 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Meeder Advisory Services, Inc. | 1792167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4662 | 213672 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 1925 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15597 | 714830 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1799 | 82458 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Linden Thomas Advisory Services, LLC | 1965702 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21336 | 977829 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Arkadios Wealth Advisors | 1800798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70804 | 3244945 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102 | 4675 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7674 | 351699 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.