Public record / Tickers / UBSI

UBSI — UNITED BANKSHARES INC/WV†

Both disclosure regimes on one name: who in Congress filed about UBSI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
25
all PTR rows naming UBSI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
326
top-326 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Shelley Moore Capito · $100K–$250K

BUY · traded 2021-03-03 → filed 2021-04-12. Ranked over every UBSI row by the provable lower bound, never a point estimate.

No member disclosed UBSI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

8 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UBSI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UBSI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2022-09-09Chris Jacobs R–NY-27SELLTraded 07-18 LATE·53d$1K–$15K
2022-07-28Chris Jacobs R–NY-27BUYTraded 06-21 +37d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 25 ↗

Members active in UBSI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed UBSI in the trailing 12 months.

Congress ↔ notable managers · UBSI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · UNITED BANKSHARES INC WEST V

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of UBSI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$835M1
2STATE STREET CORP$333M1
3DIMENSIONAL FUND ADVISORS LP$317M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$301M1
5VANGUARD CAPITAL MANAGEMENT LLC$263M1
6EARNEST PARTNERS LLC$171M1
7VICTORY CAPITAL MANAGEMENT INC$129M1
8AQR CAPITAL MANAGEMENT LLC$98.1M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$70.2M1
10NORTHERN TRUST CORP$68.3M1
11BANK OF AMERICA CORP /DE/$67.6M1
12MORGAN STANLEY$66.6M1
13FULLER & THALER ASSET MANAGEMENT, INC.$55.0M1
14BNP Paribas Asset Management Holding S.A.$40.8M1
15VANGUARD FIDUCIARY TRUST CO$37.5M1
16Nuveen, LLC$37.4M1
17ProShare Advisors LLC$32.3M1
18Invesco Ltd.$32.1M1
19CITADEL ADVISORS LLC$26.7M1
20FIRST TRUST ADVISORS LP$23.6M1
21WELLS FARGO & COMPANY/MN$17.7M1
22UBS Group AG$15.3M1
23SEI INVESTMENTS CO$14.3M1
24PRINCIPAL FINANCIAL GROUP INC$13.0M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12.3M1
26CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$12.1M1
27Swiss National Bank$11.5M1
28RAYMOND JAMES FINANCIAL INC$10.9M1
29ALLIANCEBERNSTEIN L.P.$10.8M1
30BASSWOOD CAPITAL MANAGEMENT, L.L.C.$9.7M1
31DEUTSCHE BANK AG\$9.6M1
32FRANKLIN RESOURCES INC$9.5M1
33VOLORIDGE INVESTMENT MANAGEMENT, LLC$9.0M1
34ENVESTNET ASSET MANAGEMENT INC$9.0M1
35ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.9M1
36FMR LLC$8.6M1
37Legal & General Group Plc$7.9M1
38Retirement Systems of Alabama$7.1M1
39MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.7M1
40OLD NATIONAL BANCORP /IN/$6.1M1
41VANGUARD ASSET MANAGEMENT, Ltd$5.7M1
42MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.5M1
43SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.1M1
44Focus Partners Wealth$5.0M1
45OPPENHEIMER ASSET MANAGEMENT INC.$4.7M1
46BARCLAYS PLC$4.6M1
471834 INVESTMENT ADVISORS CO$4.6M1
48CITIGROUP INC$4.6M1
49MALTESE CAPITAL MANAGEMENT LLC$4.6M1
50MOODY ALDRICH PARTNERS LLC$4.5M1
51Holocene Advisors, LP$4.4M1
52Wealthspire Advisors, LLC$4.3M1
53ROYAL BANK OF CANADA$4.0M1
54Rafferty Asset Management, LLC$3.8M1
55GUGGENHEIM CAPITAL LLC$3.7M1
56EP Wealth Advisors, LLC$3.5M1
57AMERICAN CENTURY COMPANIES INC$3.3M1
58BROWN ADVISORY INC$3.3M1
59Mubadala Investment Co PJSC$3.2M1
60Nicholson Wealth Management Group, LLC$3.2M1
61Dana Investment Advisors, Inc.$3.1M1
62Waldron Private Wealth LLC$3.0M1
63LPL Financial LLC$2.9M1
64Graham Capital Management, L.P.$2.9M1
65FEDERATED HERMES, INC.$2.9M1
66Cerity Partners LLC$2.8M1
67Creative Planning$2.7M1
68MILLENNIUM MANAGEMENT LLC$2.7M1
69NFJ INVESTMENT GROUP, LLC$2.6M1
70Vanguard Global Advisers, LLC$2.6M1
71IEQ CAPITAL, LLC$2.6M1
72Quantinno Capital Management LP$2.6M1
73Janus Henderson Group Ltd.$2.5M1
74State of New Jersey Common Pension Fund D$2.4M1
75Artemis Investment Management LLP$2.4M1
76Wealthcare Advisory Partners LLC$2.4M1
77Elo Mutual Pension Insurance Co$2.3M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.3M1
79MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
80BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.2M1
81ANCHOR CAPITAL ADVISORS LLC$2.2M1
82OSAIC HOLDINGS, INC.$2.1M1
83JANE STREET GROUP, LLC$2.1M1
84Amundi$2.1M1
85FIFTH THIRD BANCORP$2.0M1
86Mariner, LLC$1.9M1
87Zurcher Kantonalbank (Zurich Cantonalbank)$1.9M1
88ExodusPoint Capital Management, LP$1.9M1
89WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M1
90Squarepoint Ops LLC$1.7M1
91MAI Capital Management$1.7M1
92Commonwealth Financial Services, LLC$1.7M1
93Atria Investments, Inc$1.6M1
94PICTON MAHONEY ASSET MANAGEMENT$1.6M1
95Arizona State Retirement System$1.6M1
96Ameritas Investment Partners, Inc.$1.5M1
97Vanguard Investments Australia, Ltd.$1.5M1
98NewEdge Advisors, LLC$1.5M1
99BANK OF MONTREAL /CAN/$1.5M1
100COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.4M1
101COMMONWEALTH EQUITY SERVICES, LLC$1.4M1
102Pinnacle Financial Partners, Inc.$1.4M1
103XTX Topco Ltd$1.4M1
104Snowden Capital Advisors LLC$1.4M1
105STATE OF MICHIGAN RETIREMENT SYSTEM$1.4M1
106CAMBIAR INVESTORS LLC$1.4M1
107Crown Wealth Group, LLC$1.4M1
108INTECH INVESTMENT MANAGEMENT LLC$1.4M1
109Vanguard Personalized Indexing Management, LLC$1.3M1
110KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M1
111NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
112McKinley Carter Wealth Services, Inc.$1.3M1
113Klingman & Associates, LLC$1.3M1
114MEEDER ASSET MANAGEMENT INC$1.3M1
115DOVER ADVISORS, LLC$1.2M1
116OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
117O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.1M1
118Atlantic Union Bankshares Corp$1.1M1
119JUPITER ASSET MANAGEMENT LTD$1.1M1
120Foster Victor Wealth Advisors, LLC$1.1M1
121Kingsview Wealth Management, LLC$1.0M1
122HighTower Advisors, LLC$1.0M1
123Integrated Quantitative Investments LLC$1000K1
124D. E. Shaw & Co., Inc.$985K1
125VOYA INVESTMENT MANAGEMENT LLC$972K1
126TEACHER RETIREMENT SYSTEM OF TEXAS$972K1
127Papamarkou Wellner Asset Management inc.$961K1
128UNITED CAPITAL FINANCIAL ADVISORS, LLC$934K1
129Kestra Advisory Services, LLC$915K1
130BIP Wealth, LLC$896K1
131KEYBANK NATIONAL ASSOCIATION/OH$893K1
132Pictet Asset Management Holding SA$886K1
133Linden Thomas Advisory Services, LLC$885K1
134STIFEL FINANCIAL CORP$882K1
135CWM, LLC$879K1
136Man Group plc$860K1
137Rockefeller Capital Management L.P.$853K1
138XPONANCE LLC$822K1
139TRUIST FINANCIAL CORP$808K1
140Tranquility Partners, LLC$779K1
141US BANCORP \DE\$751K1
142Sequoia Financial Advisors, LLC$739K1
143Verition Fund Management LLC$736K1
144Freestone Grove Partners LP$735K1
145MERCER GLOBAL ADVISORS INC /ADV$734K1
146Pathstone Holdings, LLC$696K1
147Gallagher Fiduciary Advisors, LLC$648K1
148&PARTNERS$643K1
149Cetera Investment Advisers$632K1
150Capital Investment Advisors, LLC$629K1
151Edgestream Partners, L.P.$619K1
152DAVENPORT & Co LLC$600K1
153STATE OF WISCONSIN INVESTMENT BOARD$563K1
154ADVISORTRUST PARTNERS, LLC$559K1
155ZACKS INVESTMENT MANAGEMENT$544K1
156Brown Miller Wealth Management, LLC$529K1
157MIRABELLA FINANCIAL SERVICES LLP$523K1
158CWA Asset Management Group, LLC$523K1
159Inspire Investing, LLC$513K1
160Tower Research Capital LLC (TRC)$503K1
161Abel Hall, LLC$498K1
162TOTH FINANCIAL ADVISORY CORP$486K1
163Daiwa Securities Group Inc.$475K1
164AlTi Global, Inc.$475K1
165Universal- Beteiligungs- und Servicegesellschaft mbH$474K1
166COURIER CAPITAL LLC$472K1
167Mitsubishi UFJ Trust & Banking Corp$440K1
168Accurate Wealth Management, LLC$432K1
169Goldstone Financial Group, LLC$424K1
170SECURIAN ASSET MANAGEMENT, INC$423K1
171Centiva Capital, LP$415K1
172RITHOLTZ WEALTH MANAGEMENT$409K1
173RIA Advisory Group LLC$394K1
174Belpointe Asset Management LLC$391K1
175Apollon Wealth Management, LLC$389K1
176Riverbend Wealth Management, LLC$384K1
177Braun-Bostich & Associates Inc.$381K1
178Swiss Life Asset Management Ltd$370K1
179Curran Financial Partners, LLC$366K1
180Corient Private Wealth LLC$356K1
181HB Wealth Management, LLC$355K1
182Facet Wealth, Inc.$350K1
183NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$335K1
184JAMISON PRIVATE WEALTH MANAGEMENT, INC.$331K1
185CIBC Bancorp USA Inc.$326K1
186Crossmark Global Holdings, Inc.$320K1
187Vise Technologies, Inc.$311K1
188PROFUND ADVISORS LLC$310K1
189Concurrent Investment Advisors, LLC$296K1
190TSG Advice Partners, LLC$290K1
191D.A. DAVIDSON & CO.$281K1
192M&T BANK CORP$278K1
193BALYASNY ASSET MANAGEMENT L.P.$277K1
194Prospera Financial Services Inc$272K1
195Beacon Pointe Advisors, LLC$268K1
196Mutual Advisors, LLC$263K1
197GTS SECURITIES LLC$262K1
198Graves Light Lenhart Wealth, Inc.$259K1
199GeoWealth Management, LLC$258K1
200AE Wealth Management LLC$254K1
201Moors & Cabot, Inc.$251K1
202MML INVESTORS SERVICES, LLC$251K1
203CHOREO, LLC$248K1
204Ensign Peak Advisors, Inc$246K1
205Scientech Research LLC$242K1
206JMN Financial LLC$242K1
207Measured Wealth Private Client Group, LLC$233K1
208Marathon Strategic Advisors, LLC$231K1
209BEACON INVESTMENT ADVISORS LLC$227K1
210Focus Partners Advisor Solutions, LLC$226K1
211HSBC HOLDINGS PLC$226K1
212MILESTONE ASSET MANAGEMENT, LLC$222K1
213Empowered Funds, LLC$221K1
214Summit Financial, LLC$217K1
215Hoxton Planning & Management, LLC$215K1
216Fieldview Capital Management, LLC$213K1
217Vectors Research Management, LLC$212K1
218MQS Management LLC$211K1
219Legacy Wealth Asset Management, LLC$208K1
220Cannon Financial Strategists, Inc.$207K1
221Appalachian Capital Management Ltd$207K1
222Cassaday & Co Wealth Management LLC$204K1
223Savant Capital, LLC$204K1
224SHELTON CAPITAL MANAGEMENT$201K1
225Granite FO LLC$191K1
226EVERMAY WEALTH MANAGEMENT LLC$174K1
227EASTERN BANK$162K1
228Trask Adam Roland$147K1
229QUADRANT CAPITAL GROUP LLC$142K1
230Hilltop National Bank$132K1
231Bayforest Capital Ltd$132K1
232EXCHANGE TRADED CONCEPTS, LLC$119K1
233Key FInancial Inc$75.8K1
234Steward Partners Investment Advisory, LLC$74.3K1
235UMB Bank, n.a.$68.7K1
236NOMURA ASSET MANAGEMENT CO LTD$61.3K1
237Blue Trust, Inc.$53.4K1
238SHP Wealth Management$43.1K1
239SIGNATUREFD, LLC$41.7K1
240Kemnay Advisory Services Inc.$34.3K1
241Clarity Asset Management, Inc.$30.3K1
242Allworth Financial LP$29.0K1
243SALEM INVESTMENT COUNSELORS INC$20.9K1
244Pinnacle Wealth Planning Services, Inc.$18.7K1
245Manchester Capital Management LLC$18.6K1
246Eurizon Capital SGR S.p.A.$18.0K1
247Smartleaf Asset Management LLC$16.3K1
248MV CAPITAL MANAGEMENT, INC.$14.3K1
249Arax Advisory Partners$14.1K1
250Tacita Capital Inc$13.3K1
251Federation des caisses Desjardins du Quebec$12.9K1
252ASSETMARK, INC$10.9K1
253MATHER GROUP, LLC.$10.8K1
254Clearstead Trust, LLC$9.0K1
255Tripletail Wealth Management, LLC$8.4K1
256Private Wealth Management Group, LLC$8.3K1
257True Wealth Design, LLC$7.5K1
258CVA Family Office, LLC$7.4K1
259CENTRAL TRUST Co$5.8K1
260HHM Wealth Advisors, LLC$5.4K1
261Parkside Financial Bank & Trust$4.8K1
262Atlantic Edge Private Wealth Management, LLC$4.4K1
263Triumph Capital Management$4.3K1
264JFS WEALTH ADVISORS, LLC$3.9K1
265CANADA LIFE ASSURANCE Co$3.6K1
266Bell Investment Advisors, Inc$3.4K1
267Kilter Group LLC$3.3K1
268TD Capital Management LLC$2.4K1
269Activest Wealth Management$1.6K1
270Rialto Wealth Management, LLC$1.6K1
271Clearstead Advisors, LLC$1.5K1
272Physician Wealth Advisors, Inc.$1.2K1
273Larson Financial Group LLC$1.1K1
274HAZLETT, BURT & WATSON, INC.$1.1K1
275DiNuzzo Private Wealth, Inc.$1.0K1
276SJS Investment Consulting Inc.$9951
277State of Alaska, Department of Revenue$8311
278HFM Investment Advisors, LLC$4561
279Transamerica Financial Advisors, LLC$4551
280Vermillion Wealth Management, Inc.$3311
281NATURAL INVESTMENTS, LLC$2801
282GSA CAPITAL PARTNERS LLP$2171
283KBC Group NV$2151
284Smithfield Trust Co$1461
285Dogwood Wealth Management LLC$831
286Farmers & Merchants Trust Co of Chambersburg PA$81
287Avion Wealth$01
288VANGUARD GROUP INC— value not disclosed1
289THRIVENT FINANCIAL FOR LUTHERANS— value not disclosed1
290HARBOUR INVESTMENTS, INC.— value not disclosed1
291Brandywine Global Investment Management, LLC— value not disclosed1
292COMERICA BANK— value not disclosed1
293MACKENZIE FINANCIAL CORP— value not disclosed1
294VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
295RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
296CIBC WORLD MARKETS CORP— value not disclosed1
297PRUDENTIAL FINANCIAL INC— value not disclosed1
298NATIXIS— value not disclosed1
299CIBC Private Wealth Group LLC— value not disclosed1
300Weiss Asset Management LP— value not disclosed1
301NORGES BANK— value not disclosed1
302ALPS ADVISORS INC— value not disclosed1
303Ruffer LLP— value not disclosed1
304DRW Securities, LLC— value not disclosed1
305Brevan Howard Capital Management LP— value not disclosed1
306BW Gestao de Investimentos Ltda.— value not disclosed1
307Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
308Point72 Asset Management, L.P.— value not disclosed1
309Engineers Gate Manager LP— value not disclosed1
310Trexquant Investment LP— value not disclosed1
311Qube Research & Technologies Ltd— value not disclosed1
312Global Retirement Partners, LLC— value not disclosed1
313Aquatic Capital Management LLC— value not disclosed1
314Optiver Holding B.V.— value not disclosed1
315AlphaQuest LLC— value not disclosed1
316NorthCrest Asset Manangement, LLC— value not disclosed1
317AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
318Forum Financial Management, LP— value not disclosed1
319SageView Advisory Group, LLC— value not disclosed1
320AXQ CAPITAL, LP— value not disclosed1
321Cape Investment Advisory, Inc.— value not disclosed1
322Dunhill Financial, LLC— value not disclosed1
323Caitong International Asset Management Co., Ltd— value not disclosed1
324Main Street Group, LTD— value not disclosed1
325Sivia Capital Partners, LLC— value not disclosed1
326Wealth Watch Advisors, INC— value not disclosed1
Truncated by Public Filings. Every one of the 287 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UBSI

RETAINED WINDOW · ACTIVE HITS

Zero hits on UBSI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for UBSI · financials and macro

Financials — as filed PLANNED

UBSI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UBSI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing