UNITED BANKSHARES INC/WV (UBSI) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 452
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | GUARDIAN WEALTH ADVISORS, / NC#301 · 5,393 sh | 5,393 | $247.2K | 0.01% | New |
| 302 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#302 · 5,378 sh | 5,378 | $246.5K | <0.01% | +2.2% |
| 303 | MILESTONE ASSET MANAGEMENT#303 · 5,353 sh | 5,353 | $245.3K | — | 0.0% |
| 304 | Merit Financial Group#304 · 5,271 sh | 5,271 | $241.6K | <0.01% | New |
| 305 | Summit Financial#305 · 5,201 sh | 5,201 | $240.3K | <0.01% | +0.2% |
| 306 | Hoxton Planning & Management#306 · 5,198 sh | 5,198 | $238.2K | — | 0.0% |
| 307 | KBC Group NV#307 · 5,180 sh | 5,180 | $237.0K | — | 0.0% |
| 308 | Vectors Research Management#308 · 5,118 sh | 5,118 | $234.6K | 0.06% | 0.0% |
| 309 | CITIZENS FINANCIAL GROUP#309 · 5,006 sh | 5,006 | $231.3K | — | New |
| 310 | Sivia Capital Partners#310 · 5,017 sh | 5,017 | $229.9K | 0.03% | New |
| 311 | Hennion & Walsh Asset Management#311 · 4,933 sh | 4,933 | $226.1K | — | New |
| 312 | Cassaday & Wealth Management#312 · 4,924 sh | 4,924 | $225.7K | <0.01% | 0.0% |
| 313 | PARK AVENUE SECURITIES#313 · 4,761 sh | 4,761 | $218.0K | — | New |
| 314 | Meeder Advisory Services#314 · 4,662 sh | 4,662 | $213.7K | <0.01% | New |
| 315 | Granite FO#315 · 4,619 sh | 4,619 | $211.7K | — | 0.0% |
| 316 | Callan Family Office#316 · 4,615 sh | 4,615 | $211.5K | <0.01% | New |
| 317 | Peak Retirement Planning#317 · 4,563 sh | 4,563 | $209.1K | 0.03% | New |
| 318 | SHELTON CAPITAL MANAGEMENT#318 · 4,559 sh | 4,559 | $208.9K | <0.01% | -5.9% |
| 319 | NAVELLIER & ASSOCIATES#319 · 4,549 sh | 4,549 | $208.5K | 0.02% | New |
| 320 | Fifth Third Wealth Advisors#320 · 4,532 sh | 4,532 | $207.7K | — | New |
| 321 | Magnolia Private Wealth#321 · 4,526 sh | 4,526 | $207.4K | 0.11% | New |
| 322 | NAPLES GLOBAL ADVISORS#322 · 4,400 sh | 4,400 | $203.3K | 0.01% | New |
| 323 | Americana Partners#323 · 4,364 sh | 4,364 | $200.0K | <0.01% | New |
| 324 | HUNTINGTON NATIONAL BANK#324 · 4,277 sh | 4,277 | $196.0K | <0.01% | +0.7% |
| 325 | EVERMAY WEALTH MANAGEMENT#325 · 4,159 sh | 4,159 | $192.2K | 0.02% | 0.0% |
| 326 | NISA INVESTMENT ADVISORS#326 · 3,916 sh | 3,916 | $180.7K | — | +59.9% |
| 327 | EASTERN BANK#327 · 3,902 sh | 3,902 | $178.8K | — | 0.0% |
| 328 | GAMMA Investing#328 · 3,867 sh | 3,867 | $177.2K | — | +21.7% |
| 329 | Rosenthal {-} Henry Capital Advisors#329 · 3,786 sh | 3,786 | $173.5K | 0.15% | New |
| 330 | Aster Capital Management (DIFC) Ltd#330 · 3,757 sh | 3,757 | $172.2K | 0.04% | New |
| 331 | Burnham#331 · 3,544 sh | 3,544 | $162.4K | 0.13% | — |
| 332 | Smithfield#332 · 3,520 sh | 3,520 | $161.0K | <0.01% | 0.0% |
| 333 | EXCHANGE TRADED CONCEPTS#333 · 3,401 sh | 3,401 | $155.9K | <0.01% | +18.5% |
| 334 | Horizon Investments#334 · 3,401 sh | 3,401 | $155.9K | <0.01% | -91.8% |
| 335 | Hilltop National Bank#335 · 3,192 sh | 3,192 | $146.3K | — | 0.0% |
| 336 | Cape Investment Advisory#336 · 3,067 sh | 3,067 | $140.6K | — | New |
| 337 | ROTHSCHILD INVESTMENT#337 · 2,465 sh | 2,465 | $113.0K | <0.01% | +12.3% |
| 338 | Key FInancial#338 · 1,830 sh | 1,830 | $83.9K | 0.01% | 0.0% |
| 339 | Steward Partners Investment Advisory#339 · 1,799 sh | 1,799 | $82.5K | <0.01% | +0.2% |
| 340 | Hughes Financial Services#340 · 1,738 sh | 1,738 | $79.7K | 0.01% | +0.1% |
| 341 | IFG Advisory#341 · 1,673 sh | 1,673 | $76.7K | <0.01% | New |
| 342 | UMB Bank, n.a.#342 · 1,637 sh | 1,637 | $75.0K | <0.01% | -1.3% |
| 343 | FNY Investment Advisers#343 · 1,600 sh | 1,600 | $73.0K | — | 0.0% |
| 344 | Mitsubishi UFJ & Banking#344 · 1,537 sh | 1,537 | $70.4K | <0.01% | -85.5% |
| 345 | MassMutual Private Wealth & , FSB#345 · 1,518 sh | 1,518 | $69.6K | — | 0.0% |
| 346 | Canton Hathaway#346 · 1,501 sh | 1,501 | $68.8K | — | 0.0% |
| 347 | Integrated Wealth Concepts#347 · 1,480 sh | 1,480 | $67.8K | <0.01% | New |
| 348 | Federation des caisses Desjardins du Quebec#348 · 1,408 sh | 1,408 | $64.5K | <0.01% | +351.3% |
| 349 | Ronald Blue#349 · 1,280 sh | 1,280 | $58.7K | — | -0.8% |
| 350 | Bayforest Capital Ltd#350 · 1,185 sh | 1,185 | $54.3K | 0.05% | -62.8% |
| 351 | Nykredit A/S#351 · 1,131 sh | 1,131 | $51.8K | <0.01% | — |
| 352 | Optiver Holding B.V.#352 · 1,073 sh | 1,073 | $49.2K | 0.00% | New |
| 353 | SIGNATUREFD#353 · 1,000 sh | 1,000 | $45.8K | — | -0.6% |
| 354 | EverSource Wealth Advisors#354 · 971 sh | 971 | $44.5K | <0.01% | -98.1% |
| 355 | HARBOR CAPITAL ADVISORS#355 · 951 sh | 951 | $44.0K | — | 0.0% |
| 356 | Allworth Financial#356 · 942 sh | 942 | $43.2K | <0.01% | +34.4% |
| 357 | Kemnay Advisory Services#357 · 935 sh | 935 | $42.9K | <0.01% | +13.1% |
| 358 | Farther Finance Advisors#358 · 907 sh | 907 | $41.6K | — | -4.9% |
| 359 | PRIVATE NA#359 · 857 sh | 857 | $39.3K | — | 0.0% |
| 360 | Covestor Ltd#360 · 864 sh | 864 | $39.0K | 0.02% | -17.2% |
| 361 | Bogart Wealth#361 · 776 sh | 776 | $35.6K | <0.01% | 0.0% |
| 362 | SHP Wealth Management#362 · 741 sh | 741 | $34.0K | <0.01% | -28.8% |
| 363 | LOS ANGELES CAPITAL MANAGEMENT#363 · 704 sh | 704 | $32.3K | <0.01% | -49.2% |
| 364 | NOMURA ASSET MANAGEMENT LTD#364 · 700 sh | 700 | $32.1K | <0.01% | -52.7% |
| 365 | Ares Financial Consulting#365 · 700 sh | 700 | $32.1K | — | 0.0% |
| 366 | HARBOUR INVESTMENTS#366 · 684 sh | 684 | $31.3K | <0.01% | 0.0% |
| 367 | SBI Securities , Ltd.#367 · 665 sh | 665 | $30.5K | — | +0.5% |
| 368 | BESSEMER GROUP#368 · 628 sh | 628 | $29.0K | 0.00% | 0.0% |
| 369 | Anchor Investment Management#369 · 542 sh | 542 | $24.8K | <0.01% | 0.0% |
| 370 | SALEM INVESTMENT COUNSELORS#370 · 501 sh | 501 | $23.2K | — | 0.0% |
| 371 | LRI Investments#371 · 464 sh | 464 | $21.3K | <0.01% | +1.8% |
| 372 | Pinnacle Wealth Planning Services#372 · 451 sh | 451 | $20.7K | <0.01% | 0.0% |
| 373 | Manchester Capital Management#373 · 449 sh | 449 | $20.6K | — | 0.0% |
| 374 | Eurizon Capital SGR S.p.A.#374 · 439 sh | 439 | $20.1K | <0.01% | 0.0% |
| 375 | MEEDER ASSET MANAGEMENT#375 · 429 sh | 429 | $19.7K | <0.01% | -98.6% |
| 376 | BURKETT FINANCIAL SERVICES#376 · 412 sh | 412 | $18.9K | — | +0.7% |
| 377 | Smartleaf Asset Management#377 · 401 sh | 401 | $18.3K | <0.01% | 0.0% |
| 378 | Versant Capital Management#378 · 376 sh | 376 | $17.2K | — | 0.0% |
| 379 | Clearstead#379 · 374 sh | 374 | $17.1K | <0.01% | +72.4% |
| 380 | True Wealth Design#380 · 366 sh | 366 | $16.8K | — | +101.1% |
| 381 | MV CAPITAL MANAGEMENT#381 · 346 sh | 346 | $15.9K | <0.01% | 0.0% |
| 382 | DANSKE BANK A/S#382 · 300 sh | 300 | $13.7K | 0.00% | 0.0% |
| 383 | ASSETMARK#383 · 291 sh | 291 | $13.3K | — | +11.1% |
| 384 | Accent Capital Management#384 · 276 sh | 276 | $12.7K | <0.01% | New |
| 385 | MATHER GROUP#385 · 261 sh | 261 | $12.0K | — | 0.0% |
| 386 | Hilton Head Capital Partners#386 · 255 sh | 255 | $11.7K | — | +1.2% |
| 387 | FIRST UNITED BANK#387 · 252 sh | 252 | $11.5K | — | 0.0% |
| 388 | Parallel Advisors#388 · 250 sh | 250 | $11.5K | <0.01% | 0.0% |
| 389 | Parkside Financial Bank#389 · 234 sh | 234 | $10.7K | <0.01% | +100.0% |
| 390 | CVA Family Office#390 · 216 sh | 216 | $9.9K | <0.01% | +20.7% |
| 391 | Tripletail Wealth Management#391 · 200 sh | 200 | $9.3K | 0.01% | 0.0% |
| 392 | BOK Financial Private Wealth#392 · 200 sh | 200 | $9.2K | <0.01% | New |
| 393 | Private Wealth Management Group#393 · 200 sh | 200 | $9.2K | — | 0.0% |
| 394 | Farmers & Merchants of Chambersburg PA#394 · 186 sh | 186 | $9.0K | — | 0.0% |
| 395 | Global Retirement Partners#395 · 182 sh | 182 | $8.3K | <0.01% | — |
| 396 | Fortitude Family Office#396 · 176 sh | 176 | $8.1K | — | +67.6% |
| 397 | SJS Investment Consulting#397 · 165 sh | 165 | $7.6K | — | +587.5% |
| 398 | HARBOR INVESTMENT ADVISORY#398 · 160 sh | 160 | $7.3K | — | 0.0% |
| 399 | LifeSteps Financial#399 · 158 sh | 158 | $7.2K | — | New |
| 400 | PICTON MAHONEY ASSET MANAGEMENT#400 · 142 sh | 142 | $6.5K | 0.00% | -99.6% |
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.