Skip to content
Disclosery

UBSI UNITED BANKSHARES INC WEST V

Follow

Stock (common), issuer CIK 729986

363 managers (371 13F filers) reported a position in UBSI shares at 2025-09-30, 98,767,669 shares in all. 38 filers opened a position and 29 filers sold out during the quarter.

Managers
363
13F filers
371
New
38
Added
122
Reduced
126
Sold out
29
Shares held by filers
98,767,669

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Inspire Investing, LLCin group Inspire Investing, LLC12,232$455K0.04%+1,58013F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC12,178$453K<0.01%+1,74213F-HRTimelineGroup
INCEPTIONR LLC11,948$445K0.11%+95713F-HRTimeline
Goldstone Financial Group, LLC11,895$443K0.05%+1,10713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP11,738$437K0.05%013F-HRTimeline
Edgemoor Investment Advisors, Inc.11,497$428K0.03%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,375$423K0.01%new13F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)11,000$409K<0.01%+1,00013F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al10,900$406K<0.01%+3,90013F-HRTimeline
Curran Financial Partners, LLC10,881$405K0.08%+10013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC10,813$402K<0.01%013F-HRTimeline
CITY HOLDING CO10,759$400K0.05%+1,50113F-HRTimeline
Jackson Creek Investment Advisors LLC10,744$400K0.12%-2113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,583$394K0.01%-15913F-HRTimeline
RIA Advisory Group LLC10,513$391K0.1%-19213F-HRTimeline
Lynx Investment Advisory10,243$381K0.23%-42713F-HRTimeline
Janney Capital Management LLC10,207$380K0.02%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.9,967$371K<0.01%-6,23013F-HRTimelineGroup
IFP Advisors, Inc9,862$367K0.01%-1213F-HR/ATimeline
Belpointe Asset Management LLC9,783$364K0.01%-35013F-HRTimeline
Facet Wealth, Inc.9,362$348K0.01%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.9,348$348K0.04%013F-HRTimeline
Pinnacle Financial Partners Inc9,264$345K0.01%-2,15313F-HRTimeline
Braun-Bostich & Associates Inc.9,256$344K0.22%+38713F-HRTimeline
MACKENZIE FINANCIAL CORP9,165$341K<0.01%+95613F-HRTimeline
NorthCrest Asset Manangement, LLC9,118$338K0.01%+22113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,067$337K0.01%013F-HRTimelineGroup
Strategic Wealth Investment Group, LLC9,033$336K0.03%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,985$334K<0.01%+1,44013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,979$334K0.01%+2,35513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,827$328K0.01%-6,43413F-HRTimelineGroup
Integrated Investment Consultants, LLC8,762$326K0.06%013F-HRTimeline
NovaPoint Capital, LLC8,743$325K0.08%new13F-HRTimeline
PROFUND ADVISORS LLC8,684$323K0.01%+19613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,334$310K<0.01%+89213F-HRTimelineGroup
Riverbend Wealth Management, LLC8,190$305K0.21%+1213F-HRTimeline
Canal Capital Management, LLC8,162$304K0.05%+8113F-HRTimeline
Wealthspire Advisors, LLC8,092$301K<0.01%-29913F-HRTimeline
CWM, LLCin group CWM, LLC8,003$298K<0.01%+2,31913F-HRTimelineGroup
Crossmark Global Holdings, Inc.7,818$291K<0.01%013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC7,538$280K<0.01%new13F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC7,329$273K<0.01%+67613F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,316$272K<0.01%013F-HRTimelineGroup
Arax Advisory Partners7,162$266K<0.01%+7,05413F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …7,096$264K<0.01%new13F-HRTimelineGroup
PEOPLES BANK /OH7,044$262K0.16%013F-HRTimeline
Teton Advisors, LLC7,000$260K0.16%13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,806$253K<0.01%-1,92813F-HRTimelineGroup
D.A. DAVIDSON & CO.6,782$252K<0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC6,780$252K0.06%013F-HRTimeline
Mutual Advisors, LLC7,045$248K0.01%013F-HRTimeline
Polymer Capital Management (HK) LTD6,574$245K0.03%new13F-HRTimeline
Accordant Advisory Group Inc6,500$242K0.16%013F-HRTimeline
Dynamic Technology Lab Private Ltd6,445$240K0.04%-21,77613F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…6,441$240K<0.01%new13F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.6,257$233K0.03%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co6,243$232K0.05%-2,38913F-HRTimeline
Salomon & Ludwin, LLC6,020$224K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,946$221K0.01%013F-HRTimeline
&PARTNERS5,880$219K<0.01%-25913F-HRTimeline
Vise Technologies, Inc.5,834$217K0.01%-3,08313F-HRTimeline
COURIER CAPITAL LLC5,789$215K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC5,674$211K0.09%+4313F-HRTimeline
Marathon Strategic Advisors, LLC5,565$207K0.17%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,557$207K<0.01%+913F-HRTimelineGroup
Headlands Technologies LLC5,507$205K0.02%+3,28713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,400$203K0.02%new13F-HRTimeline
EASTERN BANK5,337$199K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4,757$179K<0.01%+1,51713F-HRTimeline
KBC Group NVin group KBC Group NV4,234$158K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC4,159$156K0.02%013F-HRTimeline
Granite FO LLC3,991$149K0.08%-62813F-HRTimeline
Horizon Investments, LLC3,769$140K<0.01%013F-HRTimeline
Hilltop National Bank3,599$134K0.03%013F-HRTimeline
Hopwood Financial Services, Inc.3,125$116K0.08%013F-HRTimeline
AlphaQuest LLC3,028$113K0.01%+1,28713F-HRTimeline
GAMMA Investing LLC2,844$106K0.01%+34713F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…2,699$100K<0.01%+35113F-HRTimelineGroup
Global Retirement Partners, LLC2,589$96.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,553$95K<0.01%+1,80413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MAI Capital Management2,245$83.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,085$77.6K<0.01%+513F-HRTimeline
Key Financial Inc1,830$67.5K0.01%013F-HRTimeline
Covestor Ltd1,728$64K0.04%+21913F-HRTimeline
Hughes Financial Services, LLC1,737$63.6K0.01%013F-HRTimeline
UMB Bank, n.a.1,686$62.7K<0.01%+813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FNY Investment Advisers, LLC1,600$59K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,518$56.5K<0.01%013F-HRTimeline
Canton Hathaway, LLC1,501$56K0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,480$55.1K<0.01%013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,461$54K<0.01%-69113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,310$48.7K<0.01%+5313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,200$44.7K<0.01%+2513F-HRTimelineGroup
Blue Trust, Inc.1,162$43.2K<0.01%-1,32513F-HRTimeline
Allworth Financial LP1,091$40.6K<0.01%-17413F-HRTimeline
SIGNATUREFD, LLC1,000$37.2K<0.01%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…960$36K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA857$31.9K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC838$31.2K<0.01%+53313F-HRTimeline
Clarity Asset Management, Inc.838$31.2K0.02%+913F-HRTimeline
SHELL ASSET MANAGEMENT CO792$29K<0.01%-1,39013F-HRTimeline
Bogart Wealth, LLC763$28.4K<0.01%+66213F-HRTimeline
SBI Securities Co., Ltd.679$25.3K<0.01%-2213F-HRTimeline
Caitong International Asset Management …662$24.6K0.02%new13F-HRTimeline
DANSKE BANK A/S600$22.3K<0.01%-10013F-HR/ATimeline
Rise Advisors, LLC564$21K0.01%013F-HRTimeline
Anchor Investment Management, LLC542$20.2K<0.01%013F-HRTimeline
Quarry LP510$19K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC501$18.8K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.494$18.4K<0.01%-18613F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.496$18K<0.01%+313F-HRTimeline
Manchester Capital Management LLC445$16.6K<0.01%+1313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC421$16K<0.01%-8313F-HRTimelineGroup
Root Financial Partners, LLC414$15.4K<0.01%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.403$15K<0.01%new13F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC401$14.9K0.01%+413F-HRTimeline
Smartleaf Asset Management LLC387$14.4K<0.01%+16113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.343$12.8K<0.01%013F-HRTimeline
Versant Capital Management, Inc305$11.3K<0.01%+13113F-HRTimeline
Farther Finance Advisors, LLC289$10.8K<0.01%-29913F-HRTimeline
HARBOUR INVESTMENTS, INC.280$10.4K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC270$10K<0.01%-50013F-HRTimeline
MATHER GROUP, LLC.261$9.71K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST252$9.38K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC249$9.27K<0.01%+3913F-HRTimelineGroup
Private Wealth Management Group, LLC241$8.97K<0.01%013F-HRTimeline
Parallel Advisors, LLC226$8.41K<0.01%013F-HRTimeline
Clearstead Advisors, LLC215$8K<0.01%-6,60613F-HRTimeline
Hemington Wealth Management232$8K<0.01%+2513F-HRTimeline
Tripletail Wealth Management, LLC200$7.53K0.01%new13F-HRTimeline
Wealth Watch Advisors, INC200$7.44K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…186$7K<0.01%013F-HRTimeline
LRI Investments, LLC186$6.92K<0.01%013F-HRTimeline
CENTRAL TRUST Co139$5.17K<0.01%-9313F-HRTimeline
HHM Wealth Advisors, LLC131$4.88K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…122$4.54K<0.01%+1013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT121$4.5K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC112$4.17K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…105$3.91K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc94$3.5K<0.01%+1313F-HRTimeline
JFS WEALTH ADVISORS, LLC88$3.27K<0.01%-1913F-HRTimeline
Quent Capital, LLC63$2.34K<0.01%new13F-HRTimeline
Activest Wealth Management59$2.19K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC58$2.06K<0.01%013F-HRTimeline
Clearstead Trust, LLC55$2.05K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54$2K<0.01%+113F-HRTimeline
QUADRANT CAPITAL GROUP LLC53$1.97K<0.01%new13F-HRTimeline
Kilter Group LLC49$1.82K<0.01%013F-HRTimeline
Fortitude Family Office, LLC39$1.45K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust30$1.12K<0.01%+1513F-HRTimeline
Cloud Capital Management, LLC33$1K<0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT31$1K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.25$959<0.01%-113F-HRTimeline
Essential Partners LLC23$856<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.19$707<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.14$521<0.01%013F-HRTimeline
True Wealth Design, LLC14$521<0.01%013F-HRTimeline
Rialto Wealth Management, LLC12$447<0.01%+313F-HRTimeline
Bay Harbor Wealth Management, LLC9$338<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC9$335<0.01%013F-HRTimeline
Larson Financial Group LLC8$298<0.01%013F-HRTimeline
Dogwood Wealth Management LLC2$75<0.01%new13F-HRTimeline
Avion Wealth15$00%013F-HRTimelineValue filed as zero, left out of ratios.