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, Q1 2023
Institutional positions in Atlantic Union Bankshares Corp as of Mar 31, 2023. 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
- 250
- −2 vs. Q4 2022
- Shares held
- 62.3M
- +9.50M (+18.0%) vs. Q4 2022
- Total value
- $2.18B
- +$328.4M (+17.7%) vs. Q4 2022
- New holders
- 33
- 97 more added
- Sold out
- 35
- 75 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $35 | 0.00% | −15−93.8% | Reduced |
| TCI Wealth Advisors, Inc. | 5 | $176 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $561 | 0.00% | +1+6.7% | Added |
| Harbor Investment Advisory, LLC | 17 | $596 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $596 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $631 | 0.00% | −1−5.3% | Reduced |
| Schubert & Co | 44 | $1.54K | 0.00% | +9+25.7% | Added |
| Milestone Investment Advisors LLC | 55 | $1.93K | 0.00% | +55 | New |
| JFS Wealth Advisors, LLC | 56 | $1.96K | 0.00% | +3+5.7% | Added |
| ClariVest Asset Management LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $2.45K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 75 | $2.63K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 91 | $3.00K | 0.00% | +35+62.5% | Added |
| Global Retirement Partners, LLC | 160 | $4.04K | 0.00% | +1+0.6% | Added |
| Proequities, Inc. | 130 | $4.56K | 0.00% | −300−69.8% | Reduced |
| Allworth Financial LP | 141 | $4.94K | 0.00% | +62+78.5% | Added |
| Front Row Advisors LLC | 148 | $5.00K | 0.00% | −4−2.6% | Reduced |
| Parkside Financial Bank & Trust | 165 | $5.78K | 0.00% | +107+184.5% | Added |
| IFP Advisors, Inc | 189 | $6.76K | 0.00% | −440−70.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 205 | $7.18K | 0.00% | −60−22.6% | Reduced |
| Quarry LP | 212 | $7.43K | 0.00% | +212 | New |
| Private Trust Co NA | 218 | $7.64K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 325 | $11.0K | 0.00% | +128+65.0% | Added |
| Huntington National Bank | 350 | $12.3K | 0.00% | +25+7.7% | Added |
| Lee Financial Co | 365 | $12.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 520 | $18.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 758 | $26.0K | 0.00% | +758 | New |
| TD Private Client Wealth LLC | 746 | $26.1K | 0.00% | +482+182.6% | Added |
| Parallel Advisors, LLC | 751 | $26.3K | 0.00% | +733+4,072.2% | Added |
| Fifth Third Bancorp | 876 | $30.7K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 900 | $31.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 955 | $34.0K | 0.03% | −530−35.7% | Reduced |
| Signaturefd, LLC | 1,231 | $43.1K | 0.00% | −131−9.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,462 | $51.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,576 | $55.2K | 0.01% | +10+0.6% | Added |
| Investors Research Corp | 1,600 | $56.1K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,740 | $61.0K | 0.00% | +70+4.2% | Added |
| Ronald Blue Trust, Inc. | 1,758 | $62.0K | 0.00% | +537+44.0% | Added |
| Umb Bank N A | 1,808 | $63.4K | 0.00% | +527+41.1% | Added |
| First Horizon Advisors, Inc. | 2,369 | $83.0K | 0.00% | +81+3.5% | Added |
| Dark Forest Capital Management LP | 3,001 | $105.2K | 0.03% | +1,929+179.9% | Added |
| Evermay Wealth Management LLC | 3,096 | $108.5K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 4,279 | $150.0K | 0.05% | +4,279 | New |
| Tower Research Capital LLC (TRC) | 4,587 | $161.0K | 0.01% | +4,214+1,129.8% | Added |
| Geneos Wealth Management Inc. | 4,751 | $166.5K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4,977 | $174.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5,012 | $175.7K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,824 | $204.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,994 | $210.1K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 6,125 | $215.0K | 0.00% | +6,125 | New |
| Colony Group LLC | 6,259 | $219.0K | 0.00% | +8+0.1% | Added |
| Vista Investment Management | 6,281 | $220.1K | 0.12% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $226.9K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,480 | $227.1K | 0.01% | +6,480 | New |
| Cambridge Investment Research Advisors, Inc. | 6,845 | $240.0K | 0.00% | +6,845 | New |
| Creative Planning | 6,954 | $243.8K | 0.00% | −669−8.8% | Reduced |
| Regions Financial Corp | 7,034 | $247.0K | 0.00% | +30+0.4% | Added |
| Beacon Investment Advisors LLC | 7,088 | $248.4K | 0.18% | +10.0% | Added |
| Mercer Global Advisors Inc | 7,301 | $256.0K | 0.00% | +197+2.8% | Added |
| MML Investors Services, LLC | 7,349 | $258.0K | 0.00% | −371−4.8% | Reduced |
| Toth Financial Advisory Corp | 7,393 | $259.1K | 0.04% | −250−3.3% | Reduced |
| Parkside Investments, LLC | 7,559 | $265.0K | 0.05% | +60+0.8% | Added |
| Neuberger Berman Group LLC | 7,749 | $271.6K | 0.00% | −276−3.4% | Reduced |
| SageView Advisory Group, LLC | 8,006 | $280.6K | 0.02% | +150+1.9% | Added |
| Pictet Asset Management SA | 8,211 | $287.8K | 0.00% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 8,306 | $291.1K | 0.05% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 8,372 | $293.0K | 0.10% | +8,372 | New |
| Level Four Advisory Services, LLC | 8,691 | $304.6K | 0.02% | +8,691 | New |
| Two Sigma Investments, LP | 8,700 | $304.9K | 0.00% | −39,228−81.8% | Reduced |
| Integrated Wealth Concepts LLC | 8,839 | $310.0K | 0.01% | −180−2.0% | Reduced |
| Tiedemann Advisors, LLC | 8,951 | $313.7K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,973 | $314.5K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 9,411 | $329.9K | 0.00% | +99+1.1% | Added |
| XTX Topco Ltd | 9,605 | $336.7K | 0.07% | +9,605 | New |
| Emerald Mutual Fund Advisers Trust | 9,690 | $339.6K | 0.02% | +9,690 | New |
| Sandy Spring Bank | 9,710 | $340.3K | 0.02% | −3,154−24.5% | Reduced |
| Bessemer Group Inc | 10,000 | $351.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,783 | $378.0K | 0.03% | 00.0% | Unchanged |
| Dover Advisors, LLC | 10,865 | $380.8K | 0.37% | +10,865 | New |
| First Hawaiian Bank | 10,903 | $382.2K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,320 | $397.0K | 0.01% | +1,234+12.2% | Added |
| Gamco Investors, Inc. Et Al | 11,500 | $403.1K | 0.00% | −500−4.2% | Reduced |
| Bank of Montreal | 11,565 | $405.5K | 0.00% | +11,565 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,832 | $414.7K | 0.00% | +968+8.9% | Added |
| STRS Ohio | 12,000 | $420.0K | 0.00% | −17,900−59.9% | Reduced |
| Colonial River Wealth Management, LLC | 12,129 | $425.1K | 0.25% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,261 | $429.7K | 0.00% | −1,634−11.8% | Reduced |
| Natixis Investment Managers International | 12,625 | $442.5K | 0.03% | −16,370−56.5% | Reduced |
| US Bancorp | 12,638 | $443.0K | 0.00% | +942+8.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 12,625 | $443.0K | 0.01% | −16,370−56.5% | Reduced |
| Bayesian Capital Management, LP | 12,690 | $444.8K | 0.06% | +12,690 | New |
| Graves-Light Private Wealth Management, Inc. | 12,952 | $454.0K | 0.07% | −746−5.4% | Reduced |
| Public Employees Retirement Association of Colorado | 13,134 | $460.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 13,475 | $472.3K | 0.01% | −1,988−12.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,131 | $495.3K | 0.00% | −6,900−32.8% | Reduced |
| Oak Grove Capital LLC | 14,800 | $518.7K | 0.23% | +8,300+127.7% | Added |
| First Manhattan Co | 15,000 | $525.8K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 15,386 | $539.3K | 0.01% | +15,386 | New |
| Uncommon Cents Investing LLC | 17,145 | $600.9K | 0.22% | 00.0% | Unchanged |