UNITED BANKSHARES INC/WV (UBSI) — Institutional Holders, Q2 2026 (page 3)
452 institutional investment managers reported a UBSI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UBSI 13F holders ranked 201–300 of 452
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Sequoia Financial Advisors#201 · 17,771 sh | 17,771 | $814.4K | <0.01% | -0.4% |
| 202 | CWA Asset Management Group#202 · 16,448 sh | 16,448 | $753.8K | — | +30.3% |
| 203 | Corient Private Wealth#203 · 15,960 sh | 15,960 | $734.3K | <0.01% | +85.5% |
| 204 | Atom Investors#204 · 15,813 sh | 15,813 | $724.7K | 0.06% | New |
| 205 | WILEY BROS.-AINTREE CAPITAL#205 · 15,535 sh | 15,535 | $712.4K | <0.01% | 0.0% |
| 206 | Gallagher Fiduciary Advisors#206 · 15,410 sh | 15,410 | $706.3K | 0.02% | -1.6% |
| 207 | Toroso Investments#207 · 15,343 sh | 15,343 | $703.2K | <0.01% | New |
| 208 | Cetera Investment Advisers#208 · 15,212 sh | 15,212 | $697.2K | <0.01% | -0.4% |
| 209 | Capital Investment Advisors#209 · 15,195 sh | 15,195 | $696.4K | — | 0.0% |
| 210 | Neuberger Berman Group#210 · 14,855 sh | 14,855 | $680.8K | <0.01% | +9.4% |
| 211 | Inspire Investing#211 · 14,852 sh | 14,852 | $680.7K | — | +19.9% |
| 212 | US BANCORP \DE\#212 · 14,752 sh | 14,752 | $676.1K | <0.01% | -18.6% |
| 213 | Jackson Creek Investment Advisors#213 · 13,717 sh | 13,717 | $665.0K | 0.22% | -0.8% |
| 214 | Universal- Beteiligungs- und Servicegesellschaft mbH#214 · 14,487 sh | 14,487 | $663.9K | <0.01% | +26.6% |
| 215 | DAVENPORT#215 · 14,411 sh | 14,411 | $660.5K | — | -0.5% |
| 216 | ADVISORTRUST PARTNERS#216 · 14,192 sh | 14,192 | $650.4K | 0.22% | +5.1% |
| 217 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#217 · 13,507 sh | 13,507 | $619.0K | <0.01% | 0.0% |
| 218 | Heritage Wealth Advisors#218 · 13,344 sh | 13,344 | $611.6K | 0.02% | +0.4% |
| 219 | Millstone Evans Group#219 · 13,328 sh | 13,328 | $610.8K | 0.33% | 0.0% |
| 220 | iSAM Funds (UK) Ltd#220 · 13,100 sh | 13,100 | $600.4K | 0.42% | New |
| 221 | CONNABLE OFFICE#221 · 13,062 sh | 13,062 | $598.6K | 0.05% | -7.8% |
| 222 | Brown Miller Wealth Management#222 · 12,892 sh | 12,892 | $590.8K | 0.15% | +0.9% |
| 223 | Abel Hall#223 · 12,157 sh | 12,157 | $557.2K | — | +1.2% |
| 224 | DRW Securities#224 · 11,969 sh | 11,969 | $548.5K | 0.01% | New |
| 225 | Tower Research Capital (TRC)#225 · 11,861 sh | 11,861 | $543.6K | 0.01% | -2.3% |
| 226 | IFP Advisors#226 · 11,852 sh | 11,852 | $543.2K | — | +4.6% |
| 227 | TOTH FINANCIAL ADVISORY#227 · 11,738 sh | 11,738 | $538.0K | — | 0.0% |
| 228 | COURIER CAPITAL#228 · 11,407 sh | 11,407 | $522.8K | — | 0.0% |
| 229 | AVIVA PLC#229 · 11,122 sh | 11,122 | $509.7K | <0.01% | -14.5% |
| 230 | Daiwa Securities Group#230 · 11,054 sh | 11,054 | $506.6K | <0.01% | -3.6% |
| 231 | SECURIAN ASSET MANAGEMENT#231 · 10,138 sh | 10,138 | $482.4K | 0.02% | -0.7% |
| 232 | Lynx Investment Advisory#232 · 10,381 sh | 10,381 | $475.7K | 0.16% | +0.6% |
| 233 | AXQ CAPITAL#233 · 10,177 sh | 10,177 | $466.4K | 0.05% | New |
| 234 | Vise Technologies#234 · 10,135 sh | 10,135 | $464.5K | <0.01% | +25.2% |
| 235 | PlanVest Financial#235 · 10,062 sh | 10,062 | $461.1K | 0.31% | -8.8% |
| 236 | RITHOLTZ WEALTH MANAGEMENT#236 · 9,918 sh | 9,918 | $454.6K | <0.01% | +0.5% |
| 237 | Swiss Life Asset Management Ltd#237 · 9,858 sh | 9,858 | $451.8K | <0.01% | +10.3% |
| 238 | Freestone Grove Partners#238 · 9,808 sh | 9,808 | $449.5K | <0.01% | -44.7% |
| 239 | Savant Capital#239 · 10,166 sh | 10,166 | $444.4K | <0.01% | +106.7% |
| 240 | CIBC Bancorp USA#240 · 9,593 sh | 9,593 | $439.6K | <0.01% | +21.7% |
| 241 | Apollon Wealth Management#241 · 9,585 sh | 9,585 | $439.3K | — | +2.2% |
| 242 | Accurate Wealth Management#242 · 9,489 sh | 9,489 | $437.6K | — | -3.8% |
| 243 | AlTi Global#243 · 9,434 sh | 9,434 | $435.9K | <0.01% | -16.9% |
| 244 | Belpointe Asset Management#244 · 9,467 sh | 9,467 | $433.9K | 0.01% | +0.4% |
| 245 | RIA Advisory Group#245 · 9,456 sh | 9,456 | $433.4K | — | -0.5% |
| 246 | Riverbend Wealth Management#246 · 9,286 sh | 9,286 | $425.6K | — | +0.1% |
| 247 | QP WEALTH MANAGEMENT#247 · 9,273 sh | 9,273 | $425.0K | — | New |
| 248 | CITY HOLDING#248 · 9,258 sh | 9,258 | $424.2K | — | 0.0% |
| 249 | Goldstone Financial Group#249 · 9,256 sh | 9,256 | $424.2K | 0.04% | -9.7% |
| 250 | Braun-Bostich & Associates#250 · 9,220 sh | 9,220 | $422.6K | — | +0.1% |
| 251 | Campbell & Investment Adviser#251 · 8,983 sh | 8,983 | $411.7K | 0.02% | New |
| 252 | Curran Financial Partners#252 · 8,841 sh | 8,841 | $405.2K | 0.06% | 0.0% |
| 253 | HB Wealth Management#253 · 8,762 sh | 8,762 | $401.6K | — | +2.3% |
| 254 | AlphaGrep UK Ltd#254 · 8,755 sh | 8,755 | $401.2K | 0.12% | New |
| 255 | NovaPoint Capital#255 · 8,743 sh | 8,743 | $400.7K | — | New |
| 256 | ZACKS INVESTMENT MANAGEMENT#256 · 8,725 sh | 8,725 | $399.9K | <0.01% | -33.6% |
| 257 | High Point Wealth Management#257 · 8,376 sh | 8,376 | $383.9K | 0.31% | +0.9% |
| 258 | SIT INVESTMENT ASSOCIATES#258 · 8,335 sh | 8,335 | $382.0K | <0.01% | New |
| 259 | SRS Capital Advisors#259 · 8,326 sh | 8,326 | $381.6K | <0.01% | +2341.6% |
| 260 | Integrated Investment Consultants#260 · 8,325 sh | 8,325 | $381.5K | 0.08% | -0.4% |
| 261 | Facet Wealth#261 · 8,259 sh | 8,259 | $378.5K | <0.01% | -2.2% |
| 262 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#262 · 8,038 sh | 8,038 | $368.4K | <0.01% | -0.7% |
| 263 | JAMISON PRIVATE WEALTH MANAGEMENT#263 · 8,000 sh | 8,000 | $366.6K | — | 0.0% |
| 264 | MQS Management#264 · 7,847 sh | 7,847 | $359.6K | 0.44% | +54.0% |
| 265 | Crossmark Global#265 · 7,718 sh | 7,718 | $353.7K | — | 0.0% |
| 266 | PROFUND ADVISORS#266 · 7,674 sh | 7,674 | $351.7K | <0.01% | +2.4% |
| 267 | Revolve Wealth Partners#267 · 7,664 sh | 7,664 | $351.2K | — | New |
| 268 | AE Wealth Management#268 · 7,572 sh | 7,572 | $347.0K | <0.01% | +23.5% |
| 269 | MML INVESTORS SERVICES#269 · 7,553 sh | 7,553 | $346.2K | <0.01% | +24.7% |
| 270 | DnB Asset Management AS#270 · 7,549 sh | 7,549 | $346.0K | <0.01% | 0.0% |
| 271 | JMN Financial#271 · 7,451 sh | 7,451 | $344.8K | 0.27% | +27.7% |
| 272 | LEUCADIA NATIONAL#272 · 7,331 sh | 7,331 | $336.0K | <0.01% | New |
| 273 | BROWN BROTHERS HARRIMAN#273 · 7,316 sh | 7,316 | $335.3K | <0.01% | 0.0% |
| 274 | Teton Advisors#274 · 7,000 sh | 7,000 | $320.8K | 0.19% | 0.0% |
| 275 | JANE STREET GROUP#275 · 6,981 sh | 6,981 | $319.9K | 0.00% | -86.2% |
| 276 | Concurrent Investment Advisors#276 · 6,939 sh | 6,939 | $318.0K | — | -3.0% |
| 277 | GeoWealth Management#277 · 6,876 sh | 6,876 | $315.1K | <0.01% | +10.4% |
| 278 | D.A. DAVIDSON#278 · 6,782 sh | 6,782 | $310.8K | <0.01% | 0.0% |
| 279 | Edgestream Partners, L.P.#279 · 6,777 sh | 6,777 | $310.6K | <0.01% | -54.7% |
| 280 | Kestra Advisory Services#280 · 6,772 sh | 6,772 | $310.4K | <0.01% | -69.4% |
| 281 | NATURAL INVESTMENTS#281 · 6,780 sh | 6,780 | $310.0K | 0.07% | 0.0% |
| 282 | CHOREO#282 · 6,625 sh | 6,625 | $306.0K | <0.01% | +11.7% |
| 283 | Accordant Advisory Group#283 · 6,500 sh | 6,500 | $297.9K | 0.20% | 0.0% |
| 284 | Mutual Advisors#284 · 6,361 sh | 6,361 | $291.5K | <0.01% | 0.0% |
| 285 | Vident Advisory#285 · 6,336 sh | 6,336 | $290.4K | <0.01% | New |
| 286 | EMERALD MUTUAL FUND ADVISERS#286 · 6,277 sh | 6,277 | $287.7K | 0.01% | 0.0% |
| 287 | Graves-Light Private Wealth Management#287 · 6,257 sh | 6,257 | $286.8K | — | 0.0% |
| 288 | Sanctuary Advisors#288 · 6,191 sh | 6,191 | $283.7K | <0.01% | New |
| 289 | Z3 Capital Partners#289 · 6,187 sh | 6,187 | $283.6K | 0.06% | 0.0% |
| 290 | Salomon & Ludwin#290 · 6,020 sh | 6,020 | $282.6K | 0.02% | 0.0% |
| 291 | Ensign Peak Advisors#291 · 5,942 sh | 5,942 | $272.3K | <0.01% | 0.0% |
| 292 | PEOPLES BANK#292 · 5,735 sh | 5,735 | $262.8K | — | 0.0% |
| 293 | Measured Wealth Private Client Group#293 · 5,712 sh | 5,712 | $261.8K | 0.06% | +1.4% |
| 294 | Marathon Strategic Advisors#294 · 5,565 sh | 5,565 | $255.0K | — | 0.0% |
| 295 | Employees Retirement System of Texas#295 · 5,548 sh | 5,548 | $254.0K | <0.01% | New |
| 296 | BEACON INVESTMENT ADVISORS#296 · 5,517 sh | 5,517 | $252.9K | 0.08% | +0.7% |
| 297 | Empowered Funds#297 · 5,466 sh | 5,466 | $250.5K | <0.01% | +2.4% |
| 298 | Aptus Capital Advisors#298 · 5,459 sh | 5,459 | $250.2K | <0.01% | New |
| 299 | Prospera Financial Services#299 · 5,443 sh | 5,443 | $249.5K | <0.01% | -17.0% |
| 300 | HANTZ FINANCIAL SERVICES#300 · 5,412 sh | 5,412 | $248.0K | <0.01% | +62.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.