# UNITED BANKSHARES INC WEST V (UBSI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UBSI/

- Reporting holders: 14
- Reported value: $2.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $1.5M | 32,417 | 0.0% | 4 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $539.2K | 11,738 | 0.1% | 32 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $287.4K | 6,257 | 0.0% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $199.0K | 4,331 | 0.0% | 12 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $110.8K | 2,412 | 0.0% | 7 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $69.7K | 1,518 | 0.0% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $62.2K | 1,355 | 0.0% | 16 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $22.8K | 495 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $20.2K | 439 | 0.0% | 10 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $11.1K | 242 | 0.0% | 1 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $2.3K | 51 | 0.0% | 4 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $505 | 11 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $276 | 6 | 0.0% | 3 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $46 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $2.8M |
| Q2 2026 | 453 | $5.2B |
| Q1 2026 | 418 | $4.2B |
| Q4 2025 | 395 | $3.9B |
| Q3 2025 | 375 | $3.7B |
| Q2 2025 | 367 | $3.8B |
| Q1 2025 | 380 | $3.5B |
| Q4 2024 | 349 | $3.8B |
| Q3 2024 | 340 | $3.6B |
| Q2 2024 | 307 | $3.2B |
| Q1 2024 | 319 | $3.5B |
| Q4 2023 | 313 | $3.7B |

