United Bankshares Inc
UBSIFigures shown here come from public SEC filings. Dates beside each section show the available history.
How United Bankshares Inc Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 2, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 2026-03-31 | 6,473 | $268K | SEC filing |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2026-03-31 | 53,479 | $2.22M | SEC filing |
| DAVENPORT & Co LLC | 2026-03-31 | 14,485 | $600K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 12,138 | $503K | SEC filing |
| Squarepoint Ops LLC | 2026-03-31 | 41,247 | $1.71M | SEC filing |
| VOYA INVESTMENT MANAGEMENT LLC | 2026-03-31 | 23,459 | $972K | SEC filing |
| Marathon Strategic Advisors, LLC | 2026-03-31 | 5,565 | $231K | SEC filing |
| GeoWealth Management, LLC | 2026-03-31 | 6,227 | $258K | SEC filing |
| LPL Financial LLC | 2026-03-31 | 70,933 | $2.94M | SEC filing |
| XTX Topco Ltd | 2026-03-31 | 34,198 | $1.42M | SEC filing |
| COURIER CAPITAL LLC | 2026-03-31 | 11,407 | $472K | SEC filing |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-03-31 | 17,733 | $734K | SEC filing |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2026-03-31 | 233,034 | $9.65M | SEC filing |
| Smithfield Trust Co | 2026-03-31 | 3,520 | Not shown | SEC filing |
| LRI Investments, LLC | 2026-03-31 | 456 | $18.9K | SEC filing |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-03-31 | 22,560 | $934K | SEC filing |
| Kingsview Wealth Management, LLC | 2026-03-31 | 25,141 | $1.04M | SEC filing |
| HARBOUR INVESTMENTS, INC. | 2026-03-31 | 684 | $28.3K | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 2,374,689 | $98.1M | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 38,862 | $1.61M | SEC filing |
- Each value is checked against United Bankshares Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at United Bankshares Inc's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among United Bankshares Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-11-24 · WINTER P CLINTON (derivative): Larger than all 18 other insider purchases of Phantom Stock on file. SEC filing
- 2025-02-26 · WINTER P CLINTON (derivative): Larger than 17 of the 18 other insider purchases of Phantom Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-01 | WINTER P CLINTON · Director | Phantom Stock | P — Open market or private purchase | +7 | 42.31 | SEC filing |
| 2026-05-15 | WINTER P CLINTON · Director | Phantom Stock | P — Open market or private purchase | +744 | 42.06 | SEC filing |
| 2026-04-01 | WINTER P CLINTON · Director | Phantom Stock | P — Open market or private purchase | +512 | 42.03 | SEC filing |
| 2026-03-04 | WINTER P CLINTON · Director | Phantom Stock | P — Open market or private purchase | +62 | 41.70 | SEC filing |
| 2026-02-25 | WINTER P CLINTON · Director | Phantom Stock | P — Open market or private purchase | +710 | 42.54 | SEC filing |
| 2026-01-28 | Rice Lacy I III · Director | Common Stock | P — Open market or private purchase | +101 | 41.59 | SEC filing |
| 2026-01-02 | WINTER P CLINTON · Director | Phantom Stock | P — Open market or private purchase | +548 | 38.34 | SEC filing |
| 2025-11-24 | WINTER P CLINTON · Director | Phantom Stock | P — Open market or private purchase | +882 | 37.18 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-23 | Tatterson William Mark · Executive Vice President | Common Stock | A — Grant, award, or other acquisition | +9,250 | SEC filing |
| 2026-02-23 | ADAMS RICHARD M SR · Executive Chairman | Common Stock | A — Grant, award, or other acquisition | +16,008 | SEC filing |
| 2026-02-23 | CONSAGRA JAMES J JR · Chief Operating Officer | Common Stock | A — Grant, award, or other acquisition | +13,978 | SEC filing |
| 2026-02-23 | Ernest Douglas Bryan · Executive Vice-President | Common Stock | A — Grant, award, or other acquisition | +3,752 | SEC filing |
| 2026-02-23 | ADAMS RICHARD M JR · Chief Executive Officer | Common Stock | A — Grant, award, or other acquisition | +17,087 | SEC filing |
| 2026-02-23 | Williams Darren K · Executive Vice-President | Common Stock | A — Grant, award, or other acquisition | +4,252 | SEC filing |
| 2026-02-23 | Draber Ross M · Executive Vice President | Common Stock | A — Grant, award, or other acquisition | +3,700 | SEC filing |
| 2026-02-23 | CONSAGRA JAMES J JR · Chief Operating Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −6,340 | SEC filing |
Showing 8 of 34 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-12-31 (amended) | Gurtis Julie R · Executive Vice President | Common Stock | J — Other acquisition or disposition | +900 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.