UNITED BANKSHARES INC/WV (UBSI) — Institutional Holders, Q2 2026 (page 5)
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 401 to 452. 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 401–452 of 452
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | CENTRAL#401 · 139 sh | 139 | $6.4K | <0.01% | 0.0% |
| 402 | James T. Borello RIA#402 · 135 sh | 135 | $6.2K | — | +3.1% |
| 403 | HHM Wealth Advisors#403 · 131 sh | 131 | $6.0K | <0.01% | 0.0% |
| 404 | ACTION POINT FINANCIAL PLANNING#404 · 130 sh | 130 | $5.8K | <0.01% | New |
| 405 | Morton Brown Family Wealth#405 · 124 sh | 124 | $5.7K | — | 0.0% |
| 406 | FARMERS & MERCHANTS INVESTMENTS#406 · 122 sh | 122 | $5.6K | — | 0.0% |
| 407 | HOLLENCREST SECURITIES#407 · 121 sh | 121 | $5.5K | <0.01% | 0.0% |
| 408 | Quent Capital#408 · 108 sh | 108 | $5.0K | <0.01% | 0.0% |
| 409 | Atlantic Edge Private Wealth Management#409 · 105 sh | 105 | $4.8K | — | 0.0% |
| 410 | Triumph Capital Management#410 · 102 sh | 102 | $4.7K | — | 0.0% |
| 411 | Rossby Financial, LCC#411 · 102 sh | 102 | $4.7K | <0.01% | +50.0% |
| 412 | Keating Financial Advisory Services#412 · 102 sh | 102 | $4.7K | <0.01% | 0.0% |
| 413 | JFS WEALTH ADVISORS#413 · 101 sh | 101 | $4.6K | <0.01% | +8.6% |
| 414 | Clearstead Advisors#414 · 101 sh | 101 | $4.6K | 0.00% | +188.6% |
| 415 | Fulcrum Asset Management LLP#415 · 101 sh | 101 | $4.6K | <0.01% | New |
| 416 | Colonial Advisors#416 · 100 sh | 100 | $4.6K | <0.01% | 0.0% |
| 417 | Essential Partners#417 · 100 sh | 100 | $4.6K | — | -72.2% |
| 418 | WHITTIER OF NEVADA#418 · 86 sh | 86 | $4.0K | <0.01% | 0.0% |
| 419 | Kilter Group#419 · 83 sh | 83 | $3.8K | <0.01% | +5.1% |
| 420 | Bell Investment Advisors#420 · 81 sh | 81 | $3.7K | <0.01% | 0.0% |
| 421 | Larson Financial Group#421 · 59 sh | 59 | $2.7K | <0.01% | +118.5% |
| 422 | Holos Integrated Wealth#422 · 58 sh | 58 | $2.7K | — | 0.0% |
| 423 | TD Capital Management#423 · 58 sh | 58 | $2.6K | <0.01% | +1.8% |
| 424 | Cornerstone Financial Management#424 · 57 sh | 57 | $2.6K | <0.01% | 0.0% |
| 425 | Virginia Estate & Retirement Planning Advisors#425 · 56 sh | 56 | $2.6K | — | New |
| 426 | Miller Global Investments#426 · 51 sh | 51 | $2.3K | — | 0.0% |
| 427 | Creative Capital Management Investments#427 · 45 sh | 45 | $2.1K | <0.01% | New |
| 428 | Rialto Wealth Management#428 · 42 sh | 42 | $1.9K | <0.01% | +10.5% |
| 429 | Caitong International Asset Management , Ltd#429 · 35 sh | 35 | $1.6K | <0.01% | New |
| 430 | Physician Wealth Advisors#430 · 28 sh | 28 | $1.3K | — | 0.0% |
| 431 | Continuum Advisory#431 · 28 sh | 28 | $1.3K | <0.01% | New |
| 432 | Dunhill Financial#432 · 27 sh | 27 | $1.3K | <0.01% | 0.0% |
| 433 | DiNuzzo Private Wealth#433 · 25 sh | 25 | $1.1K | — | 0.0% |
| 434 | Strive Financial Group#434 · 25 sh | 25 | $1.1K | <0.01% | 0.0% |
| 435 | Bay Harbor Wealth Management#435 · 24 sh | 24 | $1.1K | <0.01% | +50.0% |
| 436 | HFM Investment Advisors#436 · 20 sh | 20 | $917.00 | <0.01% | +81.8% |
| 437 | SouthState Bank#437 · 12 sh | 12 | $550.00 | 0.00% | New |
| 438 | Transamerica Financial Advisors#438 · 11 sh | 11 | $508.00 | 0.00% | 0.0% |
| 439 | Planning Strategies#439 · 11 sh | 11 | $504.00 | — | — |
| 440 | CoreCap Advisors#440 · 6 sh | 6 | $275.00 | — | +50.0% |
| 441 | AdvisorNet Financial#441 · 5 sh | 5 | $229.00 | — | +66.7% |
| 442 | DecisionPoint Financial#442 · 4 sh | 4 | $188.00 | 0.00% | New |
| 443 | RAFFA WEALTH MANAGEMENT#443 · 2 sh | 2 | $92.00 | 0.00% | 0.0% |
| 444 | MARYLAND CAPITAL ADVISORS#444 · 2 sh | 2 | $92.00 | — | — |
| 445 | Dogwood Wealth Management#445 · 2 sh | 2 | $92.00 | 0.00% | 0.0% |
| 446 | Activest Wealth Management#446 · 1 sh | 1 | $46.00 | — | -97.4% |
| 447 | Principia Wealth Advisory#447 · 1 sh | 1 | $46.00 | 0.00% | New |
| 448 | Darwin Wealth Management#448 · 0 sh | 0 | $7.00 | 0.00% | New |
| 449 | Avion Wealth#449 · 15 sh | 15 | $0.00 | 0.00% | 0.0% |
| 450 | Navigoe#450 · 9 sh | 9 | $0.00 | 0.00% | New |
| 451 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#451 · 161,335 sh | 161,335 | — | — | +3.7% |
| 452 | Quantum Portfolio Management#452 · 860 sh | 860 | — | — | New |
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.