Запись по ценной бумаге · архивный квартал
UBSI
United Bankshares, Inc. · Financial Services · Banks - Regional
109Отслеживаемые держатели
0Δ держателей
84.02MАкций в держании
$3.23BОтчётная стоимость
+2Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -0.9% · новые чистые позиции +0.9% · формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 50.41K | $2.30M | n/a | −1 |
| Q2 2026 | 101 | -1 | 78.07M | $3.58B | +5 | −7 |
| Q1 2026 | 106 | -3 | 76.06M | $3.15B | +3 | −7 |
| Q4 2025 | 109 | 0 | 84.02M | $3.23B | +2 | −1 |
| Q3 2025 | 18 | +1 | 53.76M | $2.00B | +1 | −1 |
| Q2 2025 | 15 | 0 | 52.25M | $1.91B | n/a | n/a |
| Q1 2025 | 12 | +3 | 15.35M | $535.18M | +3 | n/a |
| Q4 2024 | 9 | -2 | 14.75M | $557.09M | +1 | −3 |
| Q3 2024 | 10 | 0 | 6.34M | $235.34M | +2 | −2 |
| Q2 2024 | 10 | n/a | 6.79M | $220.37M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 20.08M | -1.1% | $771.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (пассивный) | 14.54M | -1.2% | $558.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (пассивный) | 7.95M | -3.3% | $308.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 7.60M | n/a | $292.02M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 5 | Geode Capital Management ✦ (пассивный) | 3.80M | +5.1% | $146.03M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Victory Capital Management Inc | 3.30M | n/a | $126.70M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Norges Bank ✦ (пассивный) | 1.78M | Новый | $68.37M | 0.0% | New | 1 | SEC ↗ |
| 8 | Charles Schwab Investment… | 1.68M | n/a | $64.44M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 1.63M | +74.7% | $62.41M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 10 | Northern Trust Corp | 1.59M | n/a | $61.12M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 11 | Morgan Stanley ✦ | 1.40M | +10.8% | $53.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 12 | Bank Of America Corp /De/ | 1.35M | n/a | $52.00M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 13 | Bank of New York Mellon Corp | 1.35M | n/a | $51.90M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 14 | Fisher Asset Management ✦ | 1.18M | -7.2% | $45.42M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 1.18M | +75.1% | $45.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | ProShare Advisors LLC | 1.11M | n/a | $42.68M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 1.03M | n/a | $39.55M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 18 | Nuveen, LLC | 940.48K | n/a | $36.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | BNP Paribas Asset Management… | 922.92K | n/a | $35.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | New York State Common Retirement… | 635.04K | n/a | $24.39M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 533.03K | n/a | $20.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | First Trust Advisors Lp | 531.25K | n/a | $20.40M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 483.08K | -69.1% | $18.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 24 | Rhumbline Advisers | 430.47K | n/a | $16.53M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 419.99K | n/a | $16.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Barclays Plc | 350.08K | n/a | $13.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | UBS Group AG | 349.83K | n/a | $13.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 28 | Sei Investments Co | 341.16K | n/a | $13.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Principal Financial Group Inc | 303.44K | n/a | $11.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | UBS AM, a distinct business unit of… | 287.98K | n/a | $11.06M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 31 | Alliancebernstein L.P. | 286.54K | n/a | $11.00M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Swiss National Bank | 279.16K | n/a | $10.72M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | California Public Employees… | 270.75K | n/a | $10.40M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 266.27K | n/a | $10.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Arrowstreet Capital ✦ | 230.76K | +24.0% | $8.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Legal & General Group Plc | 212.24K | n/a | $8.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Fidelity (FMR) ✦ | 209.25K | -20.3% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 38 | Envestnet Asset Management Inc | 209.18K | n/a | $8.03M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 170.54K | n/a | $6.55M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 140.93K | +2.9% | $5.41M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 41 | Manufacturers Life Insurance… | 138.93K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | California State Teachers… | 133.19K | n/a | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 114.01K | n/a | $4.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 44 | Focus Partners Wealth | 111.61K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Citigroup Inc | 101.82K | n/a | $3.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Royal Bank Of Canada | 99.86K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 47 | Franklin Resources Inc | 84.77K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 48 | Brown Advisory Inc | 83.28K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | American Century Companies Inc | 78.01K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | LPL Financial LLC | 77.69K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Holocene Advisors, LP | 75.27K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Captrust Financial Advisors | 75.05K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Qube Research & Technologies Ltd | 71.52K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 69.68K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 69.51K | -18.3% | $2.67M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 56 | Jane Street Group, Llc | 62.33K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 57 | Janus Henderson Group Plc | 61.53K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Creative Planning | 57.63K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Quantinno Capital Management LP | 56.46K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 56.10K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | State Board Of Administration Of… | 54.71K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 51.49K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Mariner, LLC | 46.98K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Cerity Partners LLC | 45.47K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Wealth Enhancement Advisory… | 40.96K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 38.14K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 38.11K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 68 | Commonwealth Equity Services, Llc | 37.10K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Renaissance Technologies ✦ | 36.40K | -88.7% | $1.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Hsbc Holdings Plc | 36.15K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 71 | Bank Of Montreal /Can/ | 34.63K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 72 | Millennium Management ✦ | 34.46K | -72.3% | $1.32M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 73 | Voya Investment Management Llc | 24.52K | n/a | $941,606 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Stifel Financial Corp | 24.30K | n/a | $933,032 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 75 | HighTower Advisors, LLC | 22.45K | n/a | $862,213 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Truist Financial Corp | 21.84K | n/a | $838,551 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | Pictet Asset Management Holding SA | 20.09K | n/a | $771,610 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Point72 Asset Management ✦ | 19.80K | Новый | $760,243 | 0.0% | New | 1 | SEC ↗ |
| 79 | Us Bancorp \De\ | 18.57K | n/a | $713,310 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | Rockefeller Capital Management L.P. | 17.66K | n/a | $678,009 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 81 | Cwm, Llc | 17.59K | n/a | $675,000 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Pacer Advisors, Inc. | 16.75K | n/a | $643,277 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 16.55K | n/a | $636,577 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 84 | Amundi | 16.36K | n/a | $628,339 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Corient Private Wealth LP | 16.14K | n/a | $619,558 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Squarepoint Ops LLC | 16.07K | n/a | $617,165 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Balyasny Asset Management L.P. | 15.46K | n/a | $593,702 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Federated Hermes, Inc. | 14.49K | n/a | $556,378 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Cetera Investment Advisers | 14.46K | n/a | $555,445 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Mercer Global Advisors Inc /Adv | 14.41K | n/a | $553,328 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Man Group plc | 12.64K | n/a | $485,376 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Jones Financial Companies Lllp | 12.63K | n/a | $485,079 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Ensign Peak Advisors, Inc | 12.40K | n/a | $476,045 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Daiwa Securities Group Inc. | 11.68K | n/a | $448,000 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Connor, Clark & Lunn Investment… | 11.63K | n/a | $446,746 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | GAMCO Investors ✦ | 11.00K | 0.0% | $422,400 | 0.0% | Held | 5 | SEC ↗ |
| 97 | Prudential Financial Inc | 10.99K | n/a | $421,939 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | D. E. Shaw & Co. ✦ | 10.77K | +8.0% | $413,453 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 99 | Universal- Beteiligungs- und… | 9.62K | n/a | $369,446 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Mackenzie Financial Corp | 8.87K | n/a | $342,532 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $68.37M | 0.0% |
| Point72 Asset Management | $760,243 | 0.0% |
Закрыто
| Two Sigma Investments | $2.00M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 413 держатели, 99.72M акции, $4.09B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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