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Disclosery

UBSI UNITED BANKSHARES INC WEST V

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Stock (common), issuer CIK 729986

337 managers (346 13F filers) reported a position in UBSI shares at 2024-12-31, 99,764,141 shares in all. 31 filers opened a position and 29 filers sold out during the quarter.

Managers
337
13F filers
346
New
31
Added
122
Reduced
113
Sold out
29
Shares held by filers
99,764,141

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.11,602$436K<0.01%-72613F-HRTimelineGroup
Cetera Investment Advisers11,433$429K<0.01%+1,00313F-HRTimeline
Curran Financial Partners, LLC10,781$405K0.11%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC10,666$401K0.04%-42913F-HRTimelineGroup
Elo Mutual Pension Insurance Co10,491$394K0.01%new13F-HRTimeline
Belpointe Asset Management LLC10,133$394K0.02%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,198$383K0.01%-29113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co10,068$378K0.09%-4,00013F-HRTimeline
IFP Advisors, Inc9,597$360K0.01%-25213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.9,348$351K0.05%013F-HRTimeline
CITY HOLDING CO9,258$348K0.05%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,077$341K0.01%-2,90513F-HRTimeline
Strategic Wealth Investment Group, LLC9,033$339K0.04%013F-HR/ATimeline
Braun-Bostich & Associates Inc.8,922$335K0.24%-8513F-HRTimeline
Commonwealth Financial Services, LLC8,588$322K0.06%-64713F-HRTimeline
GTS SECURITIES LLC8,448$317K0.02%new13F-HRTimeline
INCEPTIONR LLC8,425$316K0.07%new13F-HRTimeline
Wealthspire Advisors, LLC8,345$314K<0.01%-12313F-HRTimeline
EntryPoint Capital, LLC8,268$310K0.13%new13F-HRTimeline
MACKENZIE FINANCIAL CORP8,209$308K<0.01%013F-HR/ATimeline
Riverbend Wealth Management, LLC8,154$306K0.27%13F-HRTimeline
Aster Capital Management (DIFC) Ltd8,106$304K0.12%new13F-HRTimeline
NATURAL INVESTMENTS, LLC8,101$304K0.08%13F-HRTimeline
Canal Capital Management, LLC8,069$303K0.05%+713F-HRTimeline
Goldstone Financial Group, LLC7,874$296K0.05%+71313F-HRTimeline
Crossmark Global Holdings, Inc.7,810$293K0.01%-1013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)7,500$282K<0.01%new13F-HRTimelineGroup
Bridgefront Capital, LLC7,410$278K0.09%new13F-HRTimeline
Teton Advisors, Inc.7,400$278K0.14%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,316$275K<0.01%-62513F-HRTimelineGroup
Mutual Advisors, LLC7,018$267K0.01%013F-HRTimeline
PEOPLES BANK /OH7,044$265K0.16%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC6,684$251K<0.01%-4,28613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,667$250K<0.01%+2013F-HRTimelineGroup
Alpha Omega Wealth Management LLC6,667$250K0.05%new13F-HRTimeline
Accordant Advisory Group Inc6,500$244K0.24%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,257$235K0.03%-44313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE6,100$229K<0.01%-4,40013F-HRTimelineGroup
Clearstead Advisors, LLC6,051$227K<0.01%+1613F-HRTimeline
Salomon & Ludwin, LLC6,020$226K0.02%-15613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,900$224K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,946$223K0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV5,916$222K<0.01%+2,25813F-HRTimelineGroup
COURIER CAPITAL LLC5,789$217K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC5,656$214K<0.01%+60813F-HRTimeline
BEACON INVESTMENT ADVISORS LLC5,544$208K0.1%+4113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,519$207K0Timeline
CHOREO, LLC5,451$206K<0.01%new13F-HRTimeline
Ethic Inc.5,435$204K<0.01%-1,10113F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,373$202K<0.01%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,353$201K0.04%new13F-HRTimeline
Granite FO LLC4,619$173K0.1%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,159$158K0.02%013F-HRTimeline
Horizon Investments, LLC3,769$142K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.3,125$117K0.09%13F-HRTimeline
Hilltop National Bank2,683$101K0.03%-20813F-HRTimeline
Point72 (DIFC) Ltd2,599$97.6K0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,588$97.2K<0.01%+9913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,595$97K<0.01%+713F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV2,555$95.9K0.09%13F-HRTimeline
SHELL ASSET MANAGEMENT CO2,528$95K<0.01%013F-HRTimeline
Point72 Hong Kong Ltd2,486$93.4K0.01%new13F-HRTimeline
GAMMA Investing LLC2,293$86.1K0.01%+21413F-HRTimeline
Headlands Technologies LLC2,257$84.8K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,075$77.9K<0.01%-14713F-HRTimeline
Blue Trust, Inc.2,052$77.1K<0.01%-1,12713F-HR/ATimeline
FNY Investment Advisers, LLC1,900$71K0.04%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,877$70.5K<0.01%-713F-HRTimeline
Key Financial Inc1,830$68.7K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,518$57K<0.01%013F-HRTimeline
Canton Hathaway, LLC1,501$56K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,435$53.9K<0.01%+1,36413F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,319$51K0.02%013F-HRTimeline
Covestor Ltd1,266$48K0.03%-28013F-HRTimeline
Clarity Asset Management, Inc.1,226$46K0.03%+1213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,177$44.2K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC1,132$42.5K0.01%-41813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP866$32.5K<0.01%+31013F-HRTimelineGroup
PRIVATE TRUST CO NA857$32.2K<0.01%013F-HRTimeline
UMB Bank, n.a.844$31.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR INVESTMENT ADVISORY, LLC770$28.9K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.699$26.2K<0.01%13F-HRTimeline
V-Square Quantitative Management LLC642$24.1K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc588$22.1K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Anchor Investment Management, LLC542$20.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC505$19K<0.01%+18213F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC501$19K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.473$17.8K<0.01%+5113F-HRTimelineGroup
Gleason Group, Inc.436$16.4K<0.01%+413F-HRTimeline
Manchester Capital Management LLC428$16.1K<0.01%-713F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.420$16K<0.01%+8413F-HRTimeline
MATHER GROUP, LLC.414$15.5K<0.01%+33813F-HRTimeline
Quarry LP412$15.5K<0.01%+39013F-HRTimeline
Smartleaf Asset Management LLC401$15.1K<0.01%+2613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC389$14.6K0.01%+413F-HRTimeline
Caitong International Asset Management …376$14.1K0.01%13F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC343$13K<0.01%+16613F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.342$12.8K<0.01%013F-HRTimeline
DANSKE BANK A/S300$11.3K<0.01%-2,10013F-HRTimeline
HARBOUR INVESTMENTS, INC.280$10.5K<0.01%013F-HRTimeline
Allworth Financial LP256$9.81K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST252$9.46K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC241$9.05K<0.01%013F-HRTimeline
CENTRAL TRUST Co232$8.71K<0.01%013F-HRTimeline
Parallel Advisors, LLC226$8.49K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC190$7.13K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners189$7.1K<0.01%013F-HRTimeline
Hemington Wealth Management193$7K<0.01%+4013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…186$7K<0.01%013F-HRTimeline
LRI Investments, LLC186$6.98K<0.01%-2113F-HRTimeline
PSI Advisors, LLC151$5.67K<0.01%-21713F-HRTimeline
Amundiin group Amundi137$5.06K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC131$4.92K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT121$4.54K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC120$4.51K<0.01%+2513F-HRTimeline
Farther Finance Advisors, LLC117$4.39K<0.01%+313F-HRTimeline
Versant Capital Management, Inc89$3.34K<0.01%+6113F-HRTimeline
Kapitalo Investimentos Ltda87$3.27K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC84$3.15K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc81$3.04K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC72$2.73K<0.01%-813F-HRTimeline
Bogart Wealth, LLC71$2.67K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA61$2.18K<0.01%new13F-HRTimelineGroup
Holos Integrated Wealth LLC58$2.18K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52$1.96K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…52$1.95K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48$1.8K<0.01%-1513F-HRTimelineGroup
SIGNATUREFD, LLC42$1.58K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.29$1.09K<0.01%-513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…28$1.07K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC27$1.01K<0.01%-11913F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT31$1K<0.01%-29413F-HR/ATimeline
DiNuzzo Private Wealth, Inc.24$902<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9$324<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC8$300<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.4$150<0.01%13F-HRTimeline
AdvisorNet Financial, Inc1$38<0.01%new13F-HRTimeline