Who holds UBSIticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

UNITED BANKSHARES INC WEST V · COM · quarter ended 2026-03-31 · 8 members disclosed UBSI ↗

287

holders13F filers reporting this class for the quarter ended 2026-03-31

$3.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

147

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of UBSI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$835M	20,166,538	+86,459	add
2	STATE STREET CORP	$333M	7,974,217	+24,991	add
3	DIMENSIONAL FUND ADVISORS LP	$317M	7,661,331	+56,808	add
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$301M	7,277,538	—	no prior
5	VANGUARD CAPITAL MANAGEMENT LLC	$263M	6,344,890	—	no prior
6	EARNEST PARTNERS LLC	$171M	4,134,503	−105,625	trim
7	VICTORY CAPITAL MANAGEMENT INC	$129M	3,119,919	−179,469	trim
8	AQR CAPITAL MANAGEMENT LLC	$98.1M	2,374,689	+749,484	add
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$70.2M	1,694,830	+16,711	add
10	NORTHERN TRUST CORP	$68.3M	1,648,776	+57,137	add
11	BANK OF AMERICA CORP /DE/	$67.6M	1,631,894	+277,836	add
12	MORGAN STANLEY	$66.6M	1,607,767	+204,626	add
13	FULLER & THALER ASSET MANAGEMENT, INC.	$55.0M	1,327,629	+1,327,629	new
14	BNP Paribas Asset Management Holding S.A.	$40.8M	984,690	+61,772	add
15	VANGUARD FIDUCIARY TRUST CO	$37.5M	904,635	—	no prior
16	Nuveen, LLC	$37.4M	902,544	−37,940	trim
17	ProShare Advisors LLC	$32.3M	778,714	−332,742	trim
18	Invesco Ltd.	$32.1M	773,956	−256,027	trim
19	CITADEL ADVISORS LLC	$26.7M	644,254	+574,740	add
20	FIRST TRUST ADVISORS LP	$23.6M	570,961	+39,712	add
21	WELLS FARGO & COMPANY/MN	$17.7M	427,820	−105,207	trim
22	UBS Group AG	$15.3M	370,302	+20,467	add
23	SEI INVESTMENTS CO	$14.3M	345,929	+4,767	add
24	PRINCIPAL FINANCIAL GROUP INC	$13.0M	313,631	+10,188	add
25	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$12.3M	297,590	+9,608	add
26	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$12.1M	293,253	+22,499	add
27	Swiss National Bank	$11.5M	277,963	−1,200	trim
28	RAYMOND JAMES FINANCIAL INC	$10.9M	263,895	−2,374	trim
29	ALLIANCEBERNSTEIN L.P.	$10.8M	281,398	−5,146	trim
30	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$9.7M	233,034	0	no change
31	DEUTSCHE BANK AG\	$9.6M	231,105	+117,095	add
32	FRANKLIN RESOURCES INC	$9.5M	229,412	+144,647	add
33	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$9.0M	217,518	−22,998	trim
34	ENVESTNET ASSET MANAGEMENT INC	$9.0M	217,152	+217,152	new
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$8.9M	215,644	−15,119	trim
36	FMR LLC	$8.6M	208,424	−829	trim
37	Legal & General Group Plc	$7.9M	189,805	−22,434	trim
38	Retirement Systems of Alabama	$7.1M	171,083	+2,954	add
39	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.7M	161,999	−8,539	trim
40	OLD NATIONAL BANCORP /IN/	$6.1M	146,924	+19,463	add
41	VANGUARD ASSET MANAGEMENT, Ltd	$5.7M	137,304	—	no prior
42	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.5M	132,182	−6,749	trim
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.1M	123,635	+53,957	add
44	Focus Partners Wealth	$5.0M	121,376	+9,769	add
45	OPPENHEIMER ASSET MANAGEMENT INC.	$4.7M	113,931	−1,960	trim
46	BARCLAYS PLC	$4.6M	112,161	−237,916	trim
47	1834 INVESTMENT ADVISORS CO	$4.6M	111,894	+15,550	add
48	CITIGROUP INC	$4.6M	111,869	+10,049	add
49	MALTESE CAPITAL MANAGEMENT LLC	$4.6M	110,000	−32,500	trim
50	MOODY ALDRICH PARTNERS LLC	$4.5M	108,618	+108,618	new
51	Holocene Advisors, LP	$4.4M	105,667	+30,395	add
52	Wealthspire Advisors, LLC	$4.3M	104,053	+94,971	add
53	ROYAL BANK OF CANADA	$4.0M	96,793	+96,793	new
54	Rafferty Asset Management, LLC	$3.8M	91,272	−11,549	trim
55	GUGGENHEIM CAPITAL LLC	$3.7M	90,258	−759	trim
56	EP Wealth Advisors, LLC	$3.5M	85,640	+277	add
57	AMERICAN CENTURY COMPANIES INC	$3.3M	79,603	+1,596	add
58	BROWN ADVISORY INC	$3.3M	79,406	−3,870	trim
59	Mubadala Investment Co PJSC	$3.2M	78,244	+78,244	new
60	Nicholson Wealth Management Group, LLC	$3.2M	76,245	0	no change
61	Dana Investment Advisors, Inc.	$3.1M	75,082	−169	trim
62	Waldron Private Wealth LLC	$3.0M	72,399	0	no change
63	LPL Financial LLC	$2.9M	70,933	−6,761	trim
64	Graham Capital Management, L.P.	$2.9M	70,577	+30,346	add
65	FEDERATED HERMES, INC.	$2.9M	69,665	+55,176	add
66	Cerity Partners LLC	$2.8M	67,564	+22,095	add
67	Creative Planning	$2.7M	65,444	+7,809	add
68	MILLENNIUM MANAGEMENT LLC	$2.7M	64,520	+30,062	add
69	NFJ INVESTMENT GROUP, LLC	$2.6M	63,924	+63,924	new
70	Vanguard Global Advisers, LLC	$2.6M	63,774	—	no prior
71	IEQ CAPITAL, LLC	$2.6M	63,414	+19,286	add
72	Quantinno Capital Management LP	$2.6M	61,565	+5,109	add
73	Janus Henderson Group Ltd.	$2.5M	61,534	0	no change
74	State of New Jersey Common Pension Fund D	$2.4M	58,575	−2,422	trim
75	Artemis Investment Management LLP	$2.4M	57,978	+11,084	add
76	Wealthcare Advisory Partners LLC	$2.4M	57,899	+67	add
77	Elo Mutual Pension Insurance Co	$2.3M	55,514	−5,309	trim
78	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$2.3M	54,709	0	no change
79	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.2M	53,479	−4,822	trim
80	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$2.2M	53,146	−2,500	trim
81	ANCHOR CAPITAL ADVISORS LLC	$2.2M	53,057	−211	trim
82	OSAIC HOLDINGS, INC.	$2.1M	50,906	−580	trim
83	JANE STREET GROUP, LLC	$2.1M	50,694	−11,640	trim
84	Amundi	$2.1M	49,874	+33,511	add
85	FIFTH THIRD BANCORP	$2.0M	49,035	+47,674	add
86	Mariner, LLC	$1.9M	46,616	−366	trim
87	Zurcher Kantonalbank (Zurich Cantonalbank)	$1.9M	45,562	+7,418	add
88	ExodusPoint Capital Management, LP	$1.9M	45,174	+45,174	new
89	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.8M	43,844	+2,887	add
90	Squarepoint Ops LLC	$1.7M	41,247	+25,175	add
91	MAI Capital Management	$1.7M	40,827	+38,667	add
92	Commonwealth Financial Services, LLC	$1.7M	40,787	+1,258	add
93	Atria Investments, Inc	$1.6M	39,422	−663	trim
94	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	38,911	+7,558	add
95	Arizona State Retirement System	$1.6M	38,570	−910	trim
96	Ameritas Investment Partners, Inc.	$1.5M	37,034	0	no change
97	Vanguard Investments Australia, Ltd.	$1.5M	36,983	—	no prior
98	NewEdge Advisors, LLC	$1.5M	35,994	−11,080	trim
99	BANK OF MONTREAL /CAN/	$1.5M	35,814	+1,181	add
100	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.4M	34,965	−91	trim
101	COMMONWEALTH EQUITY SERVICES, LLC	$1.4M	34,890	−2,206	trim
102	Pinnacle Financial Partners, Inc.	$1.4M	34,454	−10,601	trim
103	XTX Topco Ltd	$1.4M	34,198	+34,198	new
104	Snowden Capital Advisors LLC	$1.4M	33,889	+325	add
105	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.4M	33,613	+500	add
106	CAMBIAR INVESTORS LLC	$1.4M	33,478	−11,556	trim
107	Crown Wealth Group, LLC	$1.4M	33,031	0	no change
108	INTECH INVESTMENT MANAGEMENT LLC	$1.4M	32,909	−25,778	trim
109	Vanguard Personalized Indexing Management, LLC	$1.3M	32,295	+10,891	add
110	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.3M	31,897	+4,288	add
111	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.3M	31,264	−79	trim
112	McKinley Carter Wealth Services, Inc.	$1.3M	31,000	+27	add
113	Klingman & Associates, LLC	$1.3M	30,852	+160	add
114	MEEDER ASSET MANAGEMENT INC	$1.3M	30,317	−15,342	trim
115	DOVER ADVISORS, LLC	$1.2M	29,810	−17,217	trim
116	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.2M	28,612	+28,612	new
117	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.1M	27,549	+8,189	add
118	Atlantic Union Bankshares Corp	$1.1M	27,398	−850	trim
119	JUPITER ASSET MANAGEMENT LTD	$1.1M	27,107	+27,107	new
120	Foster Victor Wealth Advisors, LLC	$1.1M	24,959	0	no change
121	Kingsview Wealth Management, LLC	$1.0M	25,141	+74	add
122	HighTower Advisors, LLC	$1.0M	24,437	+1,984	add
123	Integrated Quantitative Investments LLC	$1000K	24,132	+24,132	new
124	D. E. Shaw & Co., Inc.	$985K	23,777	+13,010	add
125	VOYA INVESTMENT MANAGEMENT LLC	$972K	23,459	−1,062	trim
126	TEACHER RETIREMENT SYSTEM OF TEXAS	$972K	23,458	+23,458	new
127	Papamarkou Wellner Asset Management inc.	$961K	23,198	0	no change
128	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$934K	22,560	+22,560	new
129	Kestra Advisory Services, LLC	$915K	22,099	−10,227	trim
130	BIP Wealth, LLC	$896K	21,627	+2,937	add
131	KEYBANK NATIONAL ASSOCIATION/OH	$893K	21,555	+2,549	add
132	Pictet Asset Management Holding SA	$886K	21,397	+1,303	add
133	Linden Thomas Advisory Services, LLC	$885K	21,361	+156	add
134	STIFEL FINANCIAL CORP	$882K	21,291	−3,007	trim
135	CWM, LLC	$879K	21,216	+3,625	add
136	Man Group plc	$860K	20,758	+8,118	add
137	Rockefeller Capital Management L.P.	$853K	20,601	+2,945	add
138	XPONANCE LLC	$822K	19,847	+2,783	add
139	TRUIST FINANCIAL CORP	$808K	19,506	−2,331	trim
140	Tranquility Partners, LLC	$779K	18,816	0	no change
141	US BANCORP \DE\	$751K	18,120	−455	trim
142	Sequoia Financial Advisors, LLC	$739K	17,843	−3,066	trim
143	Verition Fund Management LLC	$736K	17,777	−253,871	trim
144	Freestone Grove Partners LP	$735K	17,751	+17,751	new
145	MERCER GLOBAL ADVISORS INC /ADV	$734K	17,733	+3,323	add
146	Pathstone Holdings, LLC	$696K	16,804	+648	add
147	Gallagher Fiduciary Advisors, LLC	$648K	15,654	−1,684	trim
148	&PARTNERS	$643K	15,535	+15,535	new
149	Cetera Investment Advisers	$632K	15,267	+802	add
150	Capital Investment Advisors, LLC	$629K	15,195	0	no change
151	Edgestream Partners, L.P.	$619K	14,946	+14,946	new
152	DAVENPORT & Co LLC	$600K	14,485	+7	add
153	STATE OF WISCONSIN INVESTMENT BOARD	$563K	13,581	+5,814	add
154	ADVISORTRUST PARTNERS, LLC	$559K	13,497	+4,272	add
155	ZACKS INVESTMENT MANAGEMENT	$544K	13,145	−5,162	trim
156	Brown Miller Wealth Management, LLC	$529K	12,775	+125	add
157	MIRABELLA FINANCIAL SERVICES LLP	$523K	12,628	+12,628	new
158	CWA Asset Management Group, LLC	$523K	12,619	0	no change
159	Inspire Investing, LLC	$513K	12,389	+245	add
160	Tower Research Capital LLC (TRC)	$503K	12,138	+7,473	add
161	Abel Hall, LLC	$498K	12,018	+4,778	add
162	TOTH FINANCIAL ADVISORY CORP	$486K	11,738	0	no change
163	Daiwa Securities Group Inc.	$475K	11,469	−209	trim
164	AlTi Global, Inc.	$475K	11,355	0	no change
165	Universal- Beteiligungs- und Servicegesellschaft mbH	$474K	11,444	+1,823	add
166	COURIER CAPITAL LLC	$472K	11,407	+5,618	add
167	Mitsubishi UFJ Trust & Banking Corp	$440K	10,620	+3,847	add
168	Accurate Wealth Management, LLC	$432K	9,862	+4,164	add
169	Goldstone Financial Group, LLC	$424K	10,248	−2,706	trim
170	SECURIAN ASSET MANAGEMENT, INC	$423K	10,209	0	no change
171	Centiva Capital, LP	$415K	10,027	+10,027	new
172	RITHOLTZ WEALTH MANAGEMENT	$409K	9,866	+650	add
173	RIA Advisory Group LLC	$394K	9,504	+9,504	new
174	Belpointe Asset Management LLC	$391K	9,428	−355	trim
175	Apollon Wealth Management, LLC	$389K	9,382	+97	add
176	Riverbend Wealth Management, LLC	$384K	9,275	+1,073	add
177	Braun-Bostich & Associates Inc.	$381K	9,208	−36	trim
178	Swiss Life Asset Management Ltd	$370K	8,938	+2,497	add
179	Curran Financial Partners, LLC	$366K	8,841	−2,040	trim
180	Corient Private Wealth LLC	$356K	8,602	−7,534	trim
181	HB Wealth Management, LLC	$355K	8,562	+1,915	add
182	Facet Wealth, Inc.	$350K	8,445	−182	trim
183	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$335K	8,095	−17	trim
184	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$331K	8,000	0	no change
185	CIBC Bancorp USA Inc.	$326K	7,881	—	no prior
186	Crossmark Global Holdings, Inc.	$320K	7,718	—	no prior
187	Vise Technologies, Inc.	$311K	8,093	0	no change
188	PROFUND ADVISORS LLC	$310K	7,494	−1,145	trim
189	Concurrent Investment Advisors, LLC	$296K	7,156	+142	add
190	TSG Advice Partners, LLC	$290K	7,012	+7,012	new
191	D.A. DAVIDSON & CO.	$281K	6,782	+6,782	new
192	M&T BANK CORP	$278K	6,715	0	no change
193	BALYASNY ASSET MANAGEMENT L.P.	$277K	6,678	−8,783	trim
194	Prospera Financial Services Inc	$272K	6,561	−4,271	trim
195	Beacon Pointe Advisors, LLC	$268K	6,473	+6,473	new
196	Mutual Advisors, LLC	$263K	6,361	−684	trim
197	GTS SECURITIES LLC	$262K	6,325	+6,325	new
198	Graves Light Lenhart Wealth, Inc.	$259K	6,257	0	no change
199	GeoWealth Management, LLC	$258K	6,227	+6,227	new
200	AE Wealth Management LLC	$254K	6,129	+781	add
201	Moors & Cabot, Inc.	$251K	6,065	−7,120	trim
202	MML INVESTORS SERVICES, LLC	$251K	6,058	+6,058	new
203	CHOREO, LLC	$248K	5,930	+5,930	new
204	Ensign Peak Advisors, Inc	$246K	5,942	−6,455	trim
205	Scientech Research LLC	$242K	5,841	+5,841	new
206	JMN Financial LLC	$242K	5,835	—	no prior
207	Measured Wealth Private Client Group, LLC	$233K	5,631	+5,631	new
208	Marathon Strategic Advisors, LLC	$231K	5,565	0	no change
209	BEACON INVESTMENT ADVISORS LLC	$227K	5,481	−235	trim
210	Focus Partners Advisor Solutions, LLC	$226K	5,449	+5,449	new
211	HSBC HOLDINGS PLC	$226K	5,447	−30,703	trim
212	MILESTONE ASSET MANAGEMENT, LLC	$222K	5,353	0	no change
213	Empowered Funds, LLC	$221K	5,336	+5,336	new
214	Summit Financial, LLC	$217K	5,193	−8,919	trim
215	Hoxton Planning & Management, LLC	$215K	5,198	+5,198	new
216	Fieldview Capital Management, LLC	$213K	5,144	−87,057	trim
217	Vectors Research Management, LLC	$212K	5,118	+5,118	new
218	MQS Management LLC	$211K	5,094	+5,094	new
219	Legacy Wealth Asset Management, LLC	$208K	5,012	+5,012	new
220	Cannon Financial Strategists, Inc.	$207K	5,000	+5,000	new
221	Appalachian Capital Management Ltd	$207K	5,000	+5,000	new
222	Cassaday & Co Wealth Management LLC	$204K	4,924	−1,022	trim
223	Savant Capital, LLC	$204K	4,918	+4,918	new
224	SHELTON CAPITAL MANAGEMENT	$201K	4,844	+4,844	new
225	Granite FO LLC	$191K	4,619	0	no change
226	EVERMAY WEALTH MANAGEMENT LLC	$174K	4,159	0	no change
227	EASTERN BANK	$162K	3,902	−872	trim
228	Trask Adam Roland	$147K	3,544	—	no prior
229	QUADRANT CAPITAL GROUP LLC	$142K	3,426	−12	trim
230	Hilltop National Bank	$132K	3,192	0	no change
231	Bayforest Capital Ltd	$132K	3,189	−2,811	trim
232	EXCHANGE TRADED CONCEPTS, LLC	$119K	2,869	+500	add
233	Key FInancial Inc	$75.8K	1,830	0	no change
234	Steward Partners Investment Advisory, LLC	$74.3K	1,795	−295	trim
235	UMB Bank, n.a.	$68.7K	1,658	−14	trim
236	NOMURA ASSET MANAGEMENT CO LTD	$61.3K	1,480	0	no change
237	Blue Trust, Inc.	$53.4K	1,290	−29	trim
238	SHP Wealth Management	$43.1K	1,041	−898	trim
239	SIGNATUREFD, LLC	$41.7K	1,006	−53	trim
240	Kemnay Advisory Services Inc.	$34.3K	827	+414	add
241	Clarity Asset Management, Inc.	$30.3K	731	−115	trim
242	Allworth Financial LP	$29.0K	701	+427	add
243	SALEM INVESTMENT COUNSELORS INC	$20.9K	501	+501	new
244	Pinnacle Wealth Planning Services, Inc.	$18.7K	451	−132	trim
245	Manchester Capital Management LLC	$18.6K	449	−4	trim
246	Eurizon Capital SGR S.p.A.	$18.0K	439	−227	trim
247	Smartleaf Asset Management LLC	$16.3K	401	+13	add
248	MV CAPITAL MANAGEMENT, INC.	$14.3K	346	+3	add
249	Arax Advisory Partners	$14.1K	341	+245	add
250	Tacita Capital Inc	$13.3K	321	+321	new
251	Federation des caisses Desjardins du Quebec	$12.9K	312	+312	new
252	ASSETMARK, INC	$10.9K	262	+27	add
253	MATHER GROUP, LLC.	$10.8K	261	+261	new
254	Clearstead Trust, LLC	$9.0K	217	0	no change
255	Tripletail Wealth Management, LLC	$8.4K	200	0	no change
256	Private Wealth Management Group, LLC	$8.3K	200	−41	trim
257	True Wealth Design, LLC	$7.5K	182	+156	add
258	CVA Family Office, LLC	$7.4K	179	+179	new
259	CENTRAL TRUST Co	$5.8K	139	0	no change
260	HHM Wealth Advisors, LLC	$5.4K	131	0	no change
261	Parkside Financial Bank & Trust	$4.8K	117	0	no change
262	Atlantic Edge Private Wealth Management, LLC	$4.4K	105	0	no change
263	Triumph Capital Management	$4.3K	102	0	no change
264	JFS WEALTH ADVISORS, LLC	$3.9K	93	−33	trim
265	CANADA LIFE ASSURANCE Co	$3.6K	86,762	+255	add
266	Bell Investment Advisors, Inc	$3.4K	81	0	no change
267	Kilter Group LLC	$3.3K	79	+12	add
268	TD Capital Management LLC	$2.4K	57	+57	new
269	Activest Wealth Management	$1.6K	38	−21	trim
270	Rialto Wealth Management, LLC	$1.6K	38	+23	add
271	Clearstead Advisors, LLC	$1.5K	35	−423	trim
272	Physician Wealth Advisors, Inc.	$1.2K	28	0	no change
273	Larson Financial Group LLC	$1.1K	27	+13	add
274	HAZLETT, BURT & WATSON, INC.	$1.1K	25,832	0	no change
275	DiNuzzo Private Wealth, Inc.	$1.0K	25	0	no change
276	SJS Investment Consulting Inc.	$995	24	+5	add
277	State of Alaska, Department of Revenue	$831	20,077	0	no change
278	HFM Investment Advisors, LLC	$456	11	+2	add
279	Transamerica Financial Advisors, LLC	$455	11	+11	new
280	Vermillion Wealth Management, Inc.	$331	8	+8	new
281	NATURAL INVESTMENTS, LLC	$280	6,780	0	no change
282	GSA CAPITAL PARTNERS LLP	$217	5,244	+5,244	new
283	KBC Group NV	$215	5,180	+946	add
284	Smithfield Trust Co	$146	3,520	0	no change
285	Dogwood Wealth Management LLC	$83	2	0	no change
286	Farmers & Merchants Trust Co of Chambersburg PA	$8	186	0	no change
287	Avion Wealth	$0	15	0	no change
288	VANGUARD GROUP INC	—	—	−14,542,040	exit
289	THRIVENT FINANCIAL FOR LUTHERANS	—	—	−38,500	exit
290	HARBOUR INVESTMENTS, INC.	—	—	−280	exit
291	Brandywine Global Investment Management, LLC	—	—	−117,542	exit
292	COMERICA BANK	—	—	−49,316	exit
293	MACKENZIE FINANCIAL CORP	—	—	−8,873	exit
294	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−16,500	exit
295	RENAISSANCE TECHNOLOGIES LLC	—	—	−36,403	exit
296	CIBC WORLD MARKETS CORP	—	—	−9,258	exit
297	PRUDENTIAL FINANCIAL INC	—	—	−10,988	exit
298	NATIXIS	—	—	−11,100	exit
299	CIBC Private Wealth Group LLC	—	—	−302	exit
300	Weiss Asset Management LP	—	—	−58,898	exit
301	NORGES BANK	—	—	−1,780,352	exit
302	ALPS ADVISORS INC	—	—	−12,313	exit
303	Ruffer LLP	—	—	−81,408	exit
304	DRW Securities, LLC	—	—	−14,580	exit
305	Brevan Howard Capital Management LP	—	—	−6,958	exit
306	BW Gestao de Investimentos Ltda.	—	—	−40,000	exit
307	Connor, Clark & Lunn Investment Management Ltd.	—	—	−11,634	exit
308	Point72 Asset Management, L.P.	—	—	−19,798	exit
309	Engineers Gate Manager LP	—	—	−7,248	exit
310	Trexquant Investment LP	—	—	−33,120	exit
311	Qube Research & Technologies Ltd	—	—	−71,521	exit
312	Global Retirement Partners, LLC	—	—	−178	exit
313	Aquatic Capital Management LLC	—	—	−15,510	exit
314	Optiver Holding B.V.	—	—	−227	exit
315	AlphaQuest LLC	—	—	−3,299	exit
316	NorthCrest Asset Manangement, LLC	—	—	−9,820	exit
317	AXXCESS WEALTH MANAGEMENT, LLC	—	—	−83,567	exit
318	Forum Financial Management, LP	—	—	−5,557	exit
319	SageView Advisory Group, LLC	—	—	−1,841	exit
320	AXQ CAPITAL, LP	—	—	−14,392	exit
321	Cape Investment Advisory, Inc.	—	—	−3,010	exit
322	Dunhill Financial, LLC	—	—	−3	exit
323	Caitong International Asset Management Co., Ltd	—	—	−1,681	exit
324	Main Street Group, LTD	—	—	−23,870	exit
325	Sivia Capital Partners, LLC	—	—	−6,044	exit
326	Wealth Watch Advisors, INC	—	—	−200	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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 2026-06-16 → 2026-09-14 · 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.

8 members of Congress disclosed UBSI — the congressional view ↗