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Disclosery

UBSI UNITED BANKSHARES INC WEST V

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Stock (common), issuer CIK 729986

357 managers (365 13F filers) reported a position in UBSI shares at 2025-06-30, 102,887,451 shares in all. 33 filers opened a position and 48 filers sold out during the quarter.

Managers
357
13F filers
365
New
33
Added
153
Reduced
108
Sold out
48
Shares held by filers
102,887,451

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Brown Miller Wealth Management, LLC12,399$452K0.14%+13213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,923$434K<0.01%-2,03013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP11,738$428K0.05%013F-HRTimeline
Pinnacle Financial Partners Inc11,417$416K0.01%013F-HRTimeline
Goldstone Financial Group, LLC10,788$414K0.05%+1,77613F-HRTimeline
INCEPTIONR LLC10,991$400K0.09%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC10,813$394K<0.01%013F-HRTimeline
Curran Financial Partners, LLC10,781$393K0.09%013F-HRTimeline
Jackson Creek Investment Advisors LLC10,765$392K0.11%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,742$391K0.01%-10013F-HRTimeline
RIA Advisory Group LLC10,705$390K0.11%-1,74613F-HRTimeline
Lynx Investment Advisory10,670$389K0.25%+35613F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC10,652$388K0.04%+73013F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC10,436$380K<0.01%+12613F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd10,365$378K0.01%new13F-HRTimeline
IFP Advisors, Inc9,874$374K0.01%+8713F-HRTimeline
DRW Securities, LLC10,255$374K0.03%new13F-HRTimeline
Belpointe Asset Management LLC10,133$369K0.02%-113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)10,000$364K<0.01%013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC8,897$342K0.01%+15513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.9,348$341K0.05%013F-HRTimeline
CITY HOLDING CO9,258$337K0.04%-83213F-HRTimeline
Wellington Capital Management, Inc.9,125$332K0.5%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,067$330K0.01%-4,46413F-HRTimelineGroup
Vise Technologies, Inc.8,917$325K0.01%13F-HRTimeline
Man Group plcin group Man Group plc8,877$323K<0.01%-12,93313F-HRTimelineGroup
Braun-Bostich & Associates Inc.8,869$323K0.22%-6013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC8,794$320K0.01%new13F-HR/ATimelineGroup
Integrated Investment Consultants, LLC8,762$319K0.06%-3,79813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,734$318K<0.01%new13F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co8,632$314K0.07%-1,43613F-HRTimeline
PROFUND ADVISORS LLC8,488$309K0.01%-54313F-HRTimeline
Wealthspire Advisors, LLC8,391$306K<0.01%-1513F-HRTimeline
MACKENZIE FINANCIAL CORP8,209$299K<0.01%013F-HRTimeline
Riverbend Wealth Management, LLC8,178$298K0.23%+1213F-HRTimeline
Canal Capital Management, LLC8,081$294K0.05%+613F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,077$293K0.12%+6,75813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,976$291K<0.01%-32,70613F-HRTimelineGroup
Crossmark Global Holdings, Inc.7,818$285K<0.01%+10513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,545$275K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,442$271K<0.01%-14013F-HR/ATimelineGroup
Teton Advisors, Inc.7,400$270K0.16%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,316$267K<0.01%013F-HRTimelineGroup
PEOPLES BANK /OH7,044$257K0.16%013F-HRTimeline
Mutual Advisors, LLC7,045$255K0.01%+1613F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al7,000$255K<0.01%-4,80013F-HRTimeline
Clearstead Advisors, LLC6,821$248K<0.01%+99813F-HRTimeline
NATURAL INVESTMENTS, LLC6,780$246K0.06%+4413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC6,653$242K<0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT6,624$241K0.01%+75413F-HRTimeline
Accordant Advisory Group Inc6,500$237K0.18%013F-HRTimeline
WINNACLE WEALTH LLC6,500$237K0.18%new13F-HRTimeline
Teza Capital Management LLC6,407$233K0.17%-2,06613F-HRTimeline
Salomon & Ludwin, LLC6,020$229K0.02%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,257$228K0.03%013F-HRTimeline
&PARTNERS6,139$224K<0.01%new13F-HRTimeline
Commonwealth Financial Services, LLC5,993$218K0.04%-2,35213F-HRTimeline
Cassaday & Co Wealth Management LLC5,946$217K0.01%013F-HRTimeline
Aigen Investment Management, LP5,815$212K0.03%-14,78013F-HRTimeline
COURIER CAPITAL LLC5,789$211K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,684$207K<0.01%+4,03313F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC5,631$205K0.09%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,548$202K<0.01%new13F-HRTimelineGroup
EASTERN BANK5,337$194K<0.01%013F-HRTimeline
Granite FO LLC4,619$168K0.1%013F-HRTimeline
KBC Group NVin group KBC Group NV4,234$154K<0.01%-1,68213F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC4,159$153K0.02%013F-HRTimeline
Horizon Investments, LLC3,769$137K<0.01%013F-HRTimeline
Hilltop National Bank3,599$131K0.03%13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,240$119K<0.01%-2,42313F-HRTimeline
Hopwood Financial Services, Inc.3,125$114K0.09%013F-HRTimeline
Cape Investment Advisory, Inc.2,950$107K0.04%new13F-HRTimeline
Global Retirement Partners, LLC2,589$94.3K<0.01%13F-HRTimeline
GAMMA Investing LLC2,497$91K0.01%+14113F-HRTimeline
Blue Trust, Inc.2,487$90.6K<0.01%+16313F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…2,348$85.5K<0.01%new13F-HRTimelineGroup
MAI Capital Management2,245$81.8K<0.01%013F-HRTimeline
Headlands Technologies LLC2,220$80.9K0.01%-7,77313F-HRTimeline
SHELL ASSET MANAGEMENT CO2,182$79K<0.01%-24113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,152$78K<0.01%-49213F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,080$75.8K<0.01%+313F-HRTimeline
Key Financial Inc1,830$66.7K0.01%013F-HRTimeline
AlphaQuest LLC1,741$63.4K0.01%-70,36413F-HRTimeline
Hughes Financial Services, LLC1,737$61.9K0.01%013F-HRTimeline
UMB Bank, n.a.1,678$61.1K<0.01%-91913F-HR/ATimeline
FNY Investment Advisers, LLC1,600$58K0.02%-30013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,518$55.3K<0.01%013F-HRTimeline
Covestor Ltd1,509$55K0.03%+64013F-HRTimeline
Canton Hathaway, LLC1,501$55K0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,480$53.9K<0.01%013F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV1,311$47.8K0.04%-1,26913F-HRTimeline
Allworth Financial LP1,265$46.1K<0.01%+1,00913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,257$45.8K<0.01%-44213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,175$42.8K<0.01%+98813F-HRTimelineGroup
SIGNATUREFD, LLC1,000$36.4K<0.01%+95813F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…960$35K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA857$31.2K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.829$30.2K0.02%+1413F-HRTimeline
Brooklyn Investment Group812$29.6K<0.01%+53613F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC770$28.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.749$27K<0.01%+54213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.701$25.5K<0.01%+213F-HRTimeline
DANSKE BANK A/S700$25.5K<0.01%+40013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.680$24.8K<0.01%+25213F-HRTimelineGroup
Farther Finance Advisors, LLC588$21.4K<0.01%-37913F-HRTimeline
Rise Advisors, LLC564$20.5K0.01%013F-HRTimeline
Anchor Investment Management, LLC542$19.7K<0.01%013F-HRTimeline
S.A. Mason LLC525$19.1K0.01%+2113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC501$18.4K<0.01%013F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC504$18K<0.01%+25313F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.493$18K<0.01%+3113F-HRTimeline
Gleason Group, Inc.445$16.2K<0.01%+513F-HRTimeline
Manchester Capital Management LLC432$15.7K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC397$14.5K0.01%+413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.343$12.5K<0.01%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC305$11.1K<0.01%+14013F-HRTimeline
HARBOUR INVESTMENTS, INC.280$10.2K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST252$9.18K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC241$8.78K<0.01%013F-HRTimeline
CENTRAL TRUST Co232$8.45K<0.01%013F-HRTimeline
Parallel Advisors, LLC226$8.23K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC226$8.23K<0.01%-15913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC210$7.65K<0.01%+4513F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC195$7.23K<0.01%new13F-HRTimeline
Hemington Wealth Management207$7K<0.01%+613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…186$7K<0.01%013F-HRTimeline
LRI Investments, LLC186$6.78K<0.01%013F-HRTimeline
Versant Capital Management, Inc174$6.34K<0.01%+4113F-HRTimeline
HHM Wealth Advisors, LLC131$4.77K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT121$4.41K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…112$4.08K<0.01%+1713F-HRTimelineGroup
Arax Advisory Partners108$3.94K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC107$3.9K<0.01%+2313F-HRTimeline
Atlantic Edge Private Wealth Management…105$3.83K<0.01%013F-HRTimeline
Bogart Wealth, LLC101$3.68K<0.01%+3013F-HRTimeline
Bell Investment Advisors, Inc81$2.95K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB71$2.59K<0.01%-1,36413F-HRTimeline
BOKF, NAin group BOKF, NA61$2.22K<0.01%013F-HRTimelineGroup
Activest Wealth Management59$2.15K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC58$2.07K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53$1.94K<0.01%013F-HRTimeline
Kilter Group LLC49$1.79K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC39$1.42K<0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT31$1K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.26$948<0.01%+213F-HRTimeline
SJS Investment Consulting Inc.19$693<0.01%-1013F-HRTimeline
Parkside Financial Bank & Trust15$547<0.01%-3013F-HRTimeline
Physician Wealth Advisors, Inc.14$511<0.01%new13F-HRTimeline
True Wealth Design, LLC14$511<0.01%+1213F-HRTimeline
Rialto Wealth Management, LLC9$328<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC9$328<0.01%+513F-HRTimeline
Bay Harbor Wealth Management, LLC8$294<0.01%+513F-HRTimeline
NewSquare Capital LLC8$291<0.01%new13F-HRTimeline
Larson Financial Group LLC8$291<0.01%-1613F-HRTimeline
Parkworth Wealth Management, Inc.4$146<0.01%013F-HRTimeline
Avion Wealth15$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.