Filing Research | UBSI - UNITED BANKSHARES INC Institutional Holdings

Snapshot holdings

50 / 102 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	1.1MSH	$52.2M
2	Arbejdsmarkedets Tillaegspension	Shares	317.8KSH	$14.6M
3	OLD NATIONAL BANCORP /IN/	Shares	162.5KSH	$7.4M
4	MOODY ALDRICH PARTNERS LLC	Shares	138.5KSH	$6.3M
5	Waldron Private Wealth LLC	Shares	72.4KSH	$3.3M
6	Wealthcare Advisory Partners LLC	Shares	57.3KSH	$2.6M
7	CrossGen Wealth, LLC	Shares	51.8KSH	$2.4M
8	Artemis Investment Management LLP	Shares	46.8KSH	$2.1M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	46.4KSH	$2.1M
10	Commonwealth Financial Services, LLC	Shares	42.1KSH	$1.9M
11	Police & Firemen's Retirement System of New Jersey	Shares	41.4KSH	$1.9M
12	Regent Peak Wealth Advisors LLC	Shares	40.6KSH	$1.9M
13	Louisiana State Employees Retirement System	Shares	40.2KSH	$1.8M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	37.9KSH	$1.7M
15	Crown Wealth Group, LLC	Shares	33.0KSH	$1.5M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	32.9KSH	$1.5M
17	Foster Victor Wealth Advisors, LLC	Shares	25.0KSH	$1.2M
18	Main Street Group, LTD	Shares	23.9KSH	$1.1M
19	Linden Thomas Advisory Services, LLC	Shares	21.3KSH	$977.8K
20	Tranquility Partners, LLC	Shares	18.8KSH	$862.3K
21	Sequoia Financial Advisors, LLC	Shares	17.8KSH	$814.4K
22	CWA Asset Management Group, LLC	Shares	16.4KSH	$753.8K
23	DAVENPORT & Co LLC	Shares	14.4KSH	$660.5K
24	Brown Miller Wealth Management, LLC	Shares	12.9KSH	$590.8K
25	Abel Hall, LLC	Shares	12.2KSH	$557.2K
26	IFP Advisors, Inc	Shares	11.9KSH	$543.2K
27	TOTH FINANCIAL ADVISORY CORP	Shares	11.7KSH	$538.0K
28	COURIER CAPITAL LLC	Shares	11.4KSH	$522.8K
29	SECURIAN ASSET MANAGEMENT, INC	Shares	10.1KSH	$482.4K
30	Apollon Wealth Management, LLC	Shares	9.6KSH	$439.3K
31	Accurate Wealth Management, LLC	Shares	9.5KSH	$437.6K
32	RIA Advisory Group LLC	Shares	9.5KSH	$433.4K
33	Riverbend Wealth Management, LLC	Shares	9.3KSH	$425.6K
34	QP WEALTH MANAGEMENT, LLC	Shares	9.3KSH	$425.0K
35	CITY HOLDING CO	Shares	9.3KSH	$424.2K
36	Braun-Bostich & Associates Inc.	Shares	9.2KSH	$422.6K
37	High Point Wealth Management, LLC	Shares	8.4KSH	$383.9K
38	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	8.0KSH	$366.6K
39	Crossmark Global Holdings, Inc.	Shares	7.7KSH	$353.7K
40	Revolve Wealth Partners, LLC	Shares	7.7KSH	$351.2K
41	D.A. DAVIDSON & CO.	Shares	6.8KSH	$310.8K
42	Graves Light Lenhart Wealth, Inc.	Shares	6.3KSH	$286.8K
43	Marathon Strategic Advisors, LLC	Shares	5.6KSH	$255.0K
44	Prospera Financial Services Inc	Shares	5.4KSH	$249.5K
45	MILESTONE ASSET MANAGEMENT, LLC	Shares	5.4KSH	$245.3K
46	Merit Financial Group, LLC	Shares	5.3KSH	$241.6K
47	Hoxton Planning & Management, LLC	Shares	5.2KSH	$238.2K
48	Sivia Capital Partners, LLC	Shares	5.0KSH	$229.9K
49	Hennion & Walsh Asset Management, Inc.	Shares	4.9KSH	$226.1K
50	Abundance Wealth Counselors	Shares	4.7KSH	$215.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 105 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+307.0K	+$17.7M	$52.2M
2	Arbejdsmarkedets Tillaegspension new	Shares	+317.8K	+$14.6M	$14.6M
3	MOODY ALDRICH PARTNERS LLC added	Shares	+29.9K	+$1.8M	$6.3M
4	OLD NATIONAL BANCORP /IN/ added	Shares	+15.6K	+$1.4M	$7.4M
5	QP WEALTH MANAGEMENT, LLC new	Shares	+9.3K	+$425.0K	$425.0K
6	Revolve Wealth Partners, LLC new	Shares	+7.7K	+$351.2K	$351.2K
7	Waldron Private Wealth LLC unchanged	Shares	0	+$319.3K	$3.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.6K	+$303.7K	$2.1M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+2.8K	+$299.4K	$1.9M
10	Merit Financial Group, LLC new	Shares	+5.3K	+$241.6K	$241.6K
11	Commonwealth Financial Services, LLC added	Shares	+1.3K	+$238.5K	$1.9M
12	CWA Asset Management Group, LLC added	Shares	+3.8K	+$231.1K	$753.8K
13	Wealthcare Advisory Partners LLC trimmed	Shares	-551	+$230.1K	$2.6M
14	Sivia Capital Partners, LLC new	Shares	+5.0K	+$229.9K	$229.9K
15	CrossGen Wealth, LLC added	Shares	+9	+$228.8K	$2.4M
16	Hennion & Walsh Asset Management, Inc. new	Shares	+4.9K	+$226.1K	$226.1K
17	Abundance Wealth Counselors new	Shares	+4.7K	+$215.4K	$215.4K
18	Fifth Third Wealth Advisors LLC new	Shares	+4.5K	+$207.7K	$207.7K
19	NAPLES GLOBAL ADVISORS, LLC new	Shares	+4.4K	+$203.3K	$203.3K
20	Louisiana State Employees Retirement System trimmed	Shares	-300	+$164.9K	$1.8M
21	Crown Wealth Group, LLC unchanged	Shares	0	+$145.7K	$1.5M
22	Cape Investment Advisory, Inc. new	Shares	+3.1K	+$140.6K	$140.6K
23	Main Street Group, LTD unchanged	Shares	0	+$105.3K	$1.1M
24	Linden Thomas Advisory Services, LLC trimmed	Shares	-25	+$93.1K	$977.8K
25	Tranquility Partners, LLC unchanged	Shares	0	+$83.0K	$862.3K
26	Sequoia Financial Advisors, LLC trimmed	Shares	-72	+$75.4K	$814.4K
27	IFP Advisors, Inc added	Shares	+517	+$73.7K	$543.2K
28	Foster Victor Wealth Advisors, LLC unchanged	Shares	0	+$64.1K	$1.2M
29	Brown Miller Wealth Management, LLC added	Shares	+117	+$61.7K	$590.8K
30	DAVENPORT & Co LLC trimmed	Shares	-74	+$60.5K	$660.5K
31	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.1K	+$60.1K	$1.5M
32	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-71	+$59.5K	$482.4K
33	Abel Hall, LLC added	Shares	+139	+$59.4K	$557.2K
34	Regent Peak Wealth Advisors LLC trimmed	Shares	-2.9K	+$57.3K	$1.9M
35	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$51.8K	$538.0K
36	Apollon Wealth Management, LLC added	Shares	+203	+$50.7K	$439.3K
37	COURIER CAPITAL LLC unchanged	Shares	0	+$50.3K	$522.8K
38	GAMMA Investing LLC added	Shares	+690	+$45.6K	$177.2K
39	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.9K	+$45.0K	$1.7M
40	Riverbend Wealth Management, LLC added	Shares	+11	+$41.4K	$425.6K
41	Braun-Bostich & Associates Inc. added	Shares	+12	+$41.2K	$422.6K
42	CITY HOLDING CO unchanged	Shares	0	+$40.8K	$424.2K
43	High Point Wealth Management, LLC added	Shares	+77	+$40.1K	$383.9K
44	RIA Advisory Group LLC trimmed	Shares	-48	+$39.7K	$433.4K
45	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+532	+$37.0K	$155.9K
46	JAMISON PRIVATE WEALTH MANAGEMENT, INC. unchanged	Shares	0	+$35.3K	$366.6K
47	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$34.0K	$353.7K
48	D.A. DAVIDSON & CO. unchanged	Shares	0	+$29.9K	$310.8K
49	Graves Light Lenhart Wealth, Inc. unchanged	Shares	0	+$27.6K	$286.8K
50	Marathon Strategic Advisors, LLC unchanged	Shares	0	+$24.5K	$255.0K

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