Atlantic Union Bankshares Corp
AUB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000883948
No open-market purchases or sales by Atlantic Union Bankshares Corp insiders were filed in the last 90 days; 453 institutions reported holding it in 13F filings for Q2 2026, worth $5.24B in total; no superinvestor holds it.
Other share classesAUB.PA
13F holders, Q4 2022
Institutional positions in Atlantic Union Bankshares Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 255
- +17 vs. Q3 2022
- Shares held
- 52.8M
- −606.1K (−1.1%) vs. Q3 2022
- Total value
- $1.86B
- +$231.7M (+14.3%) vs. Q3 2022
- New holders
- 36
- 90 more added
- Sold out
- 19
- 83 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AUB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 453 | $5.24B |
| Q1 2026 | 435 | $4.39B |
| Q4 2025 | 412 | $4.28B |
| Q3 2025 | 397 | $4.19B |
| Q2 2025 | 384 | $3.68B |
| Q1 2025 | 357 | $2.82B |
| Q4 2024 | 339 | $3.19B |
| Q3 2024 | 304 | $2.56B |
| Q2 2024 | 274 | $2.17B |
| Q1 2024 | 274 | $2.08B |
| Q4 2023 | 253 | $2.16B |
| Q3 2023 | 243 | $1.71B |
| Q2 2023 | 226 | $1.52B |
| Q1 2023 | 250 | $2.18B |
| Q4 2022 | 255 | $1.86B |
| Q3 2022 | 240 | $1.62B |
| Q2 2022 | 234 | $1.80B |
| Q1 2022 | 252 | $1.93B |
| Q4 2021 | 244 | $1.96B |
| Q3 2021 | 238 | $1.95B |
| Q2 2021 | 239 | $1.96B |
| Q1 2021 | 232 | $2.14B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| TCI Wealth Advisors, Inc. | 5 | $176 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $492 | 0.00% | −1−6.7% | Reduced |
| Disciplined Investments, LLC | 15 | $527 | 0.00% | −3−16.7% | Reduced |
| Harbor Investment Advisory, LLC | 17 | $597 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $597 | 0.00% | +17 | New |
| Parallel Advisors, LLC | 18 | $633 | 0.00% | +4+28.6% | Added |
| SJS Investment Consulting Inc. | 19 | $668 | 0.00% | +7+58.3% | Added |
| Aua Capital Management, LLC | 22 | $773 | 0.00% | +22 | New |
| Steward Financial Group LLC | 56 | $1.00K | 0.00% | +56 | New |
| Cornerstone Planning Group LLC | 32 | $1.14K | 0.00% | +32 | New |
| Schubert & Co | 35 | $1.23K | 0.00% | −5−12.5% | Reduced |
| Horan Securities, Inc. | 36 | $1.26K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 53 | $1.86K | 0.00% | −3−5.4% | Reduced |
| ClariVest Asset Management LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 58 | $2.04K | 0.00% | +58 | New |
| Manchester Capital Management LLC | 70 | $2.46K | 0.00% | −11−13.6% | Reduced |
| Prestige Wealth Management Group LLC | 72 | $2.53K | 0.00% | +72 | New |
| Lindbrook Capital, LLC | 75 | $2.64K | 0.00% | −171−69.5% | Reduced |
| Allworth Financial LP | 79 | $2.78K | 0.00% | +62+364.7% | Added |
| Money Concepts Capital Corp | 84 | $2.95K | 0.00% | +84 | New |
| Cambridge Trust Co | 85 | $3.00K | 0.00% | +85 | New |
| Stonebridge Capital Advisors LLC | 100 | $3.51K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 106 | $3.73K | 0.00% | +106 | New |
| Front Row Advisors LLC | 152 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 159 | $5.57K | 0.00% | −1,241−88.6% | Reduced |
| CWM, LLC | 197 | $7.00K | 0.00% | +22+12.6% | Added |
| Private Trust Co NA | 218 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 264 | $9.28K | 0.00% | +264 | New |
| Northwestern Mutual Wealth Management Co | 265 | $9.31K | 0.00% | +60+29.3% | Added |
| GWM Advisors LLC | 322 | $11.3K | 0.00% | +322 | New |
| Huntington National Bank | 325 | $11.4K | 0.00% | −4−1.2% | Reduced |
| Lee Financial Co | 365 | $12.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 373 | $14.0K | 0.00% | −15,280−97.6% | Reduced |
| Proequities, Inc. | 430 | $15.1K | 0.00% | +3+0.7% | Added |
| Federated Hermes, Inc. | 442 | $15.5K | 0.00% | +442 | New |
| Nomura Asset Management Co Ltd | 520 | $18.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 629 | $22.0K | 0.00% | −326−34.1% | Reduced |
| Fifth Third Bancorp | 876 | $30.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 900 | $31.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,221 | $37.0K | 0.00% | +16+1.3% | Added |
| Gibson Wealth Advisors LLC | 1,071 | $37.0K | 0.00% | +1,054+6,200.0% | Added |
| 3Chopt Investment Partners, LLC | 1,056 | $37.1K | 0.02% | +1,056 | New |
| Dark Forest Capital Management LP | 1,072 | $37.7K | 0.01% | −849−44.2% | Reduced |
| Comerica Securities,inc. | 1,211 | $42.6K | 0.00% | +1,211 | New |
| Umb Bank N A | 1,281 | $45.0K | 0.00% | −148−10.4% | Reduced |
| Signaturefd, LLC | 1,362 | $47.9K | 0.00% | +506+59.1% | Added |
| Nisa Investment Advisors, LLC | 1,462 | $51.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,485 | $52.0K | 0.04% | +196+15.2% | Added |
| Quadrant Capital Group LLC | 1,566 | $55.0K | 0.01% | +574+57.9% | Added |
| Investors Research Corp | 1,600 | $56.2K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,670 | $58.6K | 0.00% | +1,670 | New |
| First Horizon Advisors, Inc. | 2,288 | $80.4K | 0.00% | +289+14.5% | Added |
| Evermay Wealth Management LLC | 3,096 | $108.8K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 3,505 | $123.2K | 0.00% | −1,961−35.9% | Reduced |
| Counterpoint Mutual Funds LLC | 3,650 | $128.3K | 0.14% | +3,650 | New |
| Metropolitan Life Insurance Co | 4,605 | $161.8K | 0.01% | +231+5.3% | Added |
| Geneos Wealth Management Inc. | 4,751 | $166.9K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4,977 | $175.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5,012 | $176.1K | 0.02% | −634−11.2% | Reduced |
| Oppenheimer & Co Inc | 5,824 | $204.7K | 0.00% | +5,824 | New |
| SG Americas Securities, LLC | 5,868 | $206.0K | 0.00% | −25,544−81.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,994 | $219.1K | 0.01% | +376+6.7% | Added |
| Colony Group LLC | 6,251 | $220.0K | 0.00% | +6,251 | New |
| Vista Investment Management | 6,281 | $220.7K | 0.13% | +6,281 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $227.5K | 0.00% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 6,500 | $228.4K | 0.12% | +6,500 | New |
| Arrowstreet Capital, Limited Partnership | 6,586 | $231.0K | 0.00% | −7,917−54.6% | Reduced |
| Regions Financial Corp | 7,004 | $246.0K | 0.00% | −1,026−12.8% | Reduced |
| Beacon Investment Advisors LLC | 7,087 | $249.1K | 0.21% | +7,087 | New |
| Mercer Global Advisors Inc | 7,104 | $250.0K | 0.00% | +190+2.7% | Added |
| Kestra Advisory Services, LLC | 7,232 | $254.1K | 0.00% | +7,232 | New |
| Jane Street Group, LLC | 7,295 | $256.3K | 0.00% | +7,295 | New |
| Parkside Investments, LLC | 7,499 | $263.5K | 0.05% | +63+0.8% | Added |
| Creative Planning | 7,623 | $267.9K | 0.00% | +7,623 | New |
| Toth Financial Advisory Corp | 7,643 | $268.6K | 0.04% | −13,770−64.3% | Reduced |
| MML Investors Services, LLC | 7,720 | $271.0K | 0.00% | +402+5.5% | Added |
| SageView Advisory Group, LLC | 7,856 | $276.1K | 0.02% | +7,856 | New |
| Neuberger Berman Group LLC | 8,025 | $282.0K | 0.00% | −422−5.0% | Reduced |
| Pictet Asset Management SA | 8,211 | $289.0K | 0.00% | +8,211 | New |
| Alpha Omega Wealth Management LLC | 8,306 | $291.9K | 0.05% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 8,951 | $314.5K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,973 | $315.3K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,019 | $317.0K | 0.01% | −40.0% | Reduced |
| State of Wisconsin Investment Board | 9,312 | $327.2K | 0.00% | −4,676−33.4% | Reduced |
| Amalgamated Bank | 9,799 | $344.0K | 0.00% | +202+2.1% | Added |
| Bessemer Group Inc | 10,000 | $351.0K | 0.00% | −22,783−69.5% | Reduced |
| Park Avenue Securities LLC | 10,086 | $354.0K | 0.01% | −506−4.8% | Reduced |
| HRT Financial LP | 10,417 | $366.0K | 0.01% | +10,417 | New |
| Moors & Cabot, Inc. | 10,783 | $378.9K | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 10,795 | $379.3K | 0.00% | −7,911−42.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,864 | $381.8K | 0.00% | +2,220+25.7% | Added |
| First Hawaiian Bank | 10,903 | $383.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 11,696 | $411.0K | 0.00% | −508−4.2% | Reduced |
| Gamco Investors, Inc. Et Al | 12,000 | $421.7K | 0.00% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 12,129 | $426.2K | 0.27% | 00.0% | Unchanged |
| Pitcairn Co | 12,754 | $448.2K | 0.04% | −869−6.4% | Reduced |
| Sandy Spring Bank | 12,864 | $452.0K | 0.03% | +63+0.5% | Added |
| Public Employees Retirement Association of Colorado | 13,134 | $462.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 13,475 | $475.0K | 0.00% | +4,479+49.8% | Added |