13 institutions reported holding $1.2M of United Bankshares Inc/WV (UBSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Graves Light Lenhart Wealth, Inc. ($286,758), Hennion & Walsh Asset Management, Inc. ($226,079), EASTERN BANK ($178,829), GAMMA Investing LLC ($177,225), Hilltop National Bank ($146,289). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Graves Light Lenhart Wealth, Inc. | $286,758 | 6,257 | Hold |
| 2 | Hennion & Walsh Asset Management, Inc. | $226,079 | 4,933 | New |
| 3 | EASTERN BANK | $178,829 | 3,902 | Hold |
| 4 | GAMMA Investing LLC | $177,225 | 3,867 | Added |
| 5 | Hilltop National Bank | $146,289 | 3,192 | Hold |
| 6 | FNY Investment Advisers, LLC | $73,000 | 1,600 | Hold |
| 7 | MassMutual Private Wealth & Trust, FSB | $69,570 | 1,518 | Hold |
| 8 | BURKETT FINANCIAL SERVICES, LLC | $18,926 | 412 | Added |
| 9 | Versant Capital Management, Inc | $17,232 | 376 | Hold |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $7,333 | 160 | Hold |
| 11 | Miller Global Investments, LLC | $2,337 | 51 | Hold |
| 12 | CoreCap Advisors, LLC | $275 | 6 | Added |
| 13 | Dogwood Wealth Management LLC | $92 | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30