UBSI — United Bankshares Inc West V Institutional Holders · Q3 2026
Who owns United Bankshares Inc West V (UBSI)? 14 institutions reported holding $2.81M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Artemis Investment Management LLP ($1.5M), Toth Financial Advisory Corp ($539,244), Graves Light Lenhart Wealth, Inc. ($287,447).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Artemis Investment Management LLP | $1.5M | 32,417 | Trimmed |
| 2 | TOTH FINANCIAL ADVISORY CORP | $539,244 | 11,738 | Hold |
| 3 | Graves Light Lenhart Wealth, Inc. | $287,447 | 6,257 | Hold |
| 4 | GAMMA Investing LLC | $198,966 | 4,331 | Added |
| 5 | EASTERN BANK | $110,807 | 2,412 | Trimmed |
| 6 | MassMutual Private Wealth & Trust, FSB | $69,737 | 1,518 | Hold |
| 7 | Farther Finance Advisors, LLC | $62,249 | 1,355 | Added |
| 8 | BURKETT FINANCIAL SERVICES, LLC | $22,755 | 495 | Added |
| 9 | Versant Capital Management, Inc | $20,168 | 439 | Added |
| 10 | GK Wealth Management LLC | $11,117 | 242 | New |
| 11 | Miller Global Investments, LLC | $2,343 | 51 | Hold |
| 12 | Planning Strategies Inc. | $505 | 11 | Hold |
| 13 | CoreCap Advisors, LLC | $276 | 6 | Hold |
| 14 | GILPIN WEALTH MANAGEMENT, LLC | $46 | 1 | New |
Source: SEC Form 13F filings · as of 2026-09-30