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, Q2 2023
Institutional positions in Atlantic Union Bankshares Corp as of Jun 30, 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
- 226
- −23 vs. Q1 2023
- Shares held
- 58.6M
- −3.39M (−5.5%) vs. Q1 2023
- Total value
- $1.52B
- −$651.4M (−30.0%) vs. Q1 2023
- New holders
- 24
- 65 more added
- Sold out
- 47
- 91 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $26 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 15 | $389 | 0.00% | −1−6.3% | Reduced |
| SJS Investment Consulting Inc. | 15 | $390 | 0.00% | −3−16.7% | Reduced |
| Harbor Investment Advisory, LLC | 17 | $441 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $441 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $519 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 32 | $830 | 0.00% | +32 | New |
| First Capital Advisors Group, LLC. | 33 | $856 | 0.00% | +33 | New |
| Bessemer Group Inc | 57 | $1.00K | 0.00% | −9,943−99.4% | Reduced |
| JFS Wealth Advisors, LLC | 45 | $1.17K | 0.00% | −11−19.6% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $1.30K | 0.00% | +50 | New |
| Allworth Financial LP | 70 | $1.81K | 0.00% | −71−50.4% | Reduced |
| Parkside Financial Bank & Trust | 98 | $2.54K | 0.00% | −67−40.6% | Reduced |
| Red Tortoise LLC | 100 | $2.60K | 0.00% | +100 | New |
| Versant Capital Management, Inc | 113 | $2.93K | 0.00% | +113 | New |
| Proequities, Inc. | 118 | $3.06K | 0.00% | −12−9.2% | Reduced |
| Front Row Advisors LLC | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 183 | $4.75K | 0.00% | +183 | New |
| Northwestern Mutual Wealth Management Co | 205 | $5.32K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 217 | $5.63K | 0.00% | +217 | New |
| Private Trust Co NA | 218 | $5.66K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 209 | $7.00K | 0.00% | −1,549−88.1% | Reduced |
| IFP Advisors, Inc | 217 | $7.76K | 0.00% | +28+14.8% | Added |
| Lee Financial Co | 365 | $9.47K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 386 | $10.0K | 0.00% | +61+18.8% | Added |
| Signaturefd, LLC | 490 | $12.7K | 0.00% | −741−60.2% | Reduced |
| Nomura Asset Management Co Ltd | 520 | $13.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 540 | $14.0K | 0.01% | −415−43.5% | Reduced |
| Roffman Miller Associates Inc | 680 | $17.6K | 0.00% | +680 | New |
| TD Private Client Wealth LLC | 746 | $19.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 807 | $20.9K | 0.01% | −3,472−81.1% | Reduced |
| Earnest Partners LLC | 900 | $23.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,089 | $28.3K | 0.00% | +739+211.1% | Added |
| Fifth Third Bancorp | 1,213 | $31.5K | 0.00% | +337+38.5% | Added |
| Nisa Investment Advisors, LLC | 1,400 | $36.3K | 0.00% | −62−4.2% | Reduced |
| Umb Bank N A | 1,415 | $36.7K | 0.00% | −393−21.7% | Reduced |
| Investors Research Corp | 1,600 | $41.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,160 | $56.1K | 0.00% | −209−8.8% | Reduced |
| STRS Ohio | 2,400 | $62.0K | 0.00% | −9,600−80.0% | Reduced |
| Elequin Capital LP | 3,079 | $79.9K | 0.04% | +3,079 | New |
| Evermay Wealth Management LLC | 3,096 | $80.3K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,001 | $103.8K | 0.00% | −27,768−87.4% | Reduced |
| Metropolitan Life Insurance Co | 4,109 | $106.6K | 0.01% | +4,109 | New |
| Geneos Wealth Management Inc. | 4,751 | $123.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 4,825 | $125.2K | 0.01% | −187−3.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,977 | $129.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,334 | $138.4K | 0.00% | +747+16.3% | Added |
| KBC Group NV | 5,600 | $145.0K | 0.00% | −525−8.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,994 | $155.5K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $168.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7,393 | $191.8K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,875 | $204.4K | 0.01% | +1,395+21.5% | Added |
| Pettyjohn, Wood & White, Inc | 8,086 | $209.8K | 0.05% | +8,086 | New |
| Pictet Asset Management SA | 8,211 | $213.1K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8,236 | $213.7K | 0.01% | +230+2.9% | Added |
| Alpha Omega Wealth Management LLC | 8,306 | $215.5K | 0.04% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 8,372 | $217.0K | 0.07% | 00.0% | Unchanged |
| Vista Investment Management | 8,635 | $224.1K | 0.11% | +2,354+37.5% | Added |
| Level Four Advisory Services, LLC | 8,691 | $225.5K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,821 | $228.9K | 0.00% | −18−0.2% | Reduced |
| MML Investors Services, LLC | 8,907 | $231.0K | 0.00% | +1,558+21.2% | Added |
| Equitable Holdings, Inc. | 8,973 | $232.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,158 | $238.6K | 0.00% | −3,407−29.5% | Reduced |
| Sandy Spring Bank | 9,757 | $253.2K | 0.01% | +47+0.5% | Added |
| Amundi | 9,777 | $258.7K | 0.00% | +9,777 | New |
| State of Wisconsin Investment Board | 10,828 | $281.0K | 0.00% | +1,417+15.1% | Added |
| Dover Advisors, LLC | 10,865 | $281.9K | 0.25% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,005 | $286.0K | 0.00% | −315−2.8% | Reduced |
| Gamco Investors, Inc. Et Al | 11,500 | $298.4K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,533 | $299.3K | 0.02% | +750+7.0% | Added |
| XTX Topco Ltd | 11,615 | $301.4K | 0.05% | +2,010+20.9% | Added |
| New York Life Investment Management LLC | 11,758 | $305.1K | 0.00% | −1,717−12.7% | Reduced |
| Duality Advisers, LP | 11,898 | $308.8K | 0.04% | +11,898 | New |
| US Bancorp | 12,080 | $313.5K | 0.00% | −558−4.4% | Reduced |
| Colonial River Wealth Management, LLC | 12,129 | $314.7K | 0.21% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 12,195 | $316.0K | 0.00% | −430−3.4% | Reduced |
| Natixis Investment Managers International | 12,195 | $316.5K | 0.02% | −430−3.4% | Reduced |
| Squarepoint Ops LLC | 12,944 | $335.9K | 0.00% | +12,944 | New |
| Graves-Light Private Wealth Management, Inc. | 12,952 | $336.1K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,134 | $341.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 13,586 | $352.6K | 0.00% | +1,325+10.8% | Added |
| Hantz Financial Services, Inc. | 13,838 | $359.0K | 0.01% | −16,047−53.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,147 | $367.1K | 0.00% | +2,315+19.6% | Added |
| Mutual of America Capital Management LLC | 14,648 | $380.1K | 0.00% | −738−4.8% | Reduced |
| Oak Grove Capital LLC | 14,800 | $384.1K | 0.14% | 00.0% | Unchanged |
| First Manhattan Co | 15,000 | $389.3K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 15,013 | $389.6K | 0.04% | +15,013 | New |
| Resources Management Corp | 15,200 | $394.0K | 0.06% | +15,200 | New |
| First Hawaiian Bank | 16,710 | $433.6K | 0.01% | +5,807+53.3% | Added |
| Uncommon Cents Investing LLC | 17,060 | $442.7K | 0.16% | −85−0.5% | Reduced |
| Salomon & Ludwin, LLC | 17,820 | $462.4K | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 18,208 | $472.5K | 0.04% | −6,396−26.0% | Reduced |
| Oxbow Advisors, LLC | 18,577 | $482.1K | 0.08% | 00.0% | Unchanged |
| Mariner, LLC | 18,899 | $490.4K | 0.00% | −412−2.1% | Reduced |
| Heritage Wealth Advisors | 19,187 | $497.9K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 19,385 | $503.4K | 0.00% | −2,707−12.3% | Reduced |
| Advisor Group Holdings, Inc. | 19,479 | $506.4K | 0.00% | +122+0.6% | Added |
| FineMark National Bank & Trust | 19,587 | $508.3K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 19,771 | $513.1K | 0.00% | +1,211+6.5% | Added |