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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Shelley Moore Capito · $100K–$250K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2022-09-09Chris Jacobs R–NY-27SaleTraded 07-18 LATE·53d$1K–$15K
2022-07-28Chris Jacobs R–NY-27PurchaseTraded 06-21 +37d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 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.

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

full holders view ↗
Top institutional holders of UBSI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
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$01
289THRIVENT FINANCIAL FOR LUTHERANS$01
290HARBOUR INVESTMENTS, INC.$01
291Brandywine Global Investment Management, LLC$01
292COMERICA BANK$01
293MACKENZIE FINANCIAL CORP$01
294VIRGINIA RETIREMENT SYSTEMS ET Al$01
295RENAISSANCE TECHNOLOGIES LLC$01
296CIBC WORLD MARKETS CORP$01
297PRUDENTIAL FINANCIAL INC$01
298NATIXIS$01
299CIBC Private Wealth Group LLC$01
300Weiss Asset Management LP$01
301NORGES BANK$01
302ALPS ADVISORS INC$01
303Ruffer LLP$01
304DRW Securities, LLC$01
305Brevan Howard Capital Management LP$01
306BW Gestao de Investimentos Ltda.$01
307Connor, Clark & Lunn Investment Management Ltd.$01
308Point72 Asset Management, L.P.$01
309Engineers Gate Manager LP$01
310Trexquant Investment LP$01
311Qube Research & Technologies Ltd$01
312Global Retirement Partners, LLC$01
313Aquatic Capital Management LLC$01
314Optiver Holding B.V.$01
315AlphaQuest LLC$01
316NorthCrest Asset Manangement, LLC$01
317AXXCESS WEALTH MANAGEMENT, LLC$01
318Forum Financial Management, LP$01
319SageView Advisory Group, LLC$01
320AXQ CAPITAL, LP$01
321Cape Investment Advisory, Inc.$01
322Dunhill Financial, LLC$01
323Caitong International Asset Management Co., Ltd$01
324Main Street Group, LTD$01
325Sivia Capital Partners, LLC$01
326Wealth Watch Advisors, INC$01
Truncated by Public Filings. The published aggregate ranks the top 326 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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