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, Q3 2023
Institutional positions in Atlantic Union Bankshares Corp as of Sep 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
- 243
- +19 vs. Q2 2023
- Shares held
- 59.6M
- +933.2K (+1.6%) vs. Q2 2023
- Total value
- $1.71B
- +$191.7M (+12.6%) vs. Q2 2023
- New holders
- 32
- 69 more added
- Sold out
- 13
- 93 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q2 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 | $29 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $202 | 0.00% | −63−90.0% | Reduced |
| Global Retirement Partners, LLC | 9 | $257 | 0.00% | +9 | New |
| Harbor Investment Advisory, LLC | 17 | $489 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $489 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $490 | 0.00% | +2+13.3% | Added |
| JFS Wealth Advisors, LLC | 21 | $605 | 0.00% | −24−53.3% | Reduced |
| Provenance Wealth Advisors, LLC | 28 | $806 | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 55 | $1.58K | 0.00% | +5+10.0% | Added |
| Milestone Investment Advisors LLC | 55 | $1.58K | 0.00% | +55 | New |
| Parkside Financial Bank & Trust | 73 | $2.10K | 0.00% | −25−25.5% | Reduced |
| Versant Capital Management, Inc | 77 | $2.22K | 0.00% | −36−31.9% | Reduced |
| Red Tortoise LLC | 100 | $2.88K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 104 | $2.99K | 0.00% | −14−11.9% | Reduced |
| Bessemer Group Inc | 97 | $3.00K | 0.00% | +40+70.2% | Added |
| Steward Financial Group LLC | 125 | $3.00K | 0.00% | +125 | New |
| Baker Avenue Asset Management, LP | 135 | $3.88K | 0.00% | +135 | New |
| Front Row Advisors LLC | 148 | $4.26K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 191 | $5.50K | 0.00% | +8+4.4% | Added |
| IFP Advisors, Inc | 191 | $5.50K | 0.00% | −26−12.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 205 | $5.90K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 216 | $6.22K | 0.00% | +216 | New |
| Private Trust Co NA | 218 | $6.27K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 365 | $10.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 383 | $11.0K | 0.00% | −3−0.8% | Reduced |
| TD Private Client Wealth LLC | 482 | $13.9K | 0.00% | −264−35.4% | Reduced |
| Signaturefd, LLC | 490 | $14.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 520 | $15.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 661 | $19.0K | 0.00% | +661 | New |
| Earnest Partners LLC | 900 | $25.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 965 | $27.8K | 0.00% | −124−11.4% | Reduced |
| Elequin Capital LP | 965 | $27.8K | 0.01% | −2,114−68.7% | Reduced |
| Covestor Ltd | 1,053 | $30.0K | 0.02% | +513+95.0% | Added |
| Fifth Third Bancorp | 1,213 | $34.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,373 | $36.0K | 0.00% | +1,164+556.9% | Added |
| Nisa Investment Advisors, LLC | 1,400 | $40.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,415 | $40.7K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,600 | $46.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,982 | $57.1K | 0.00% | −178−8.2% | Reduced |
| KBC Group NV | 2,234 | $64.0K | 0.00% | −3,366−60.1% | Reduced |
| Evermay Wealth Management LLC | 3,096 | $89.1K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,001 | $115.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,364 | $125.6K | 0.01% | +255+6.2% | Added |
| Geneos Wealth Management Inc. | 4,750 | $136.7K | 0.01% | −10.0% | Reduced |
| South State Corp. | 4,825 | $138.9K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4,977 | $143.0K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 5,295 | $152.4K | 0.01% | +5,295 | New |
| Tower Research Capital LLC (TRC) | 6,806 | $195.9K | 0.01% | +1,472+27.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $198.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7,033 | $202.4K | 0.01% | −2,724−27.9% | Reduced |
| Alpha Omega Wealth Management LLC | 7,156 | $205.9K | 0.04% | −1,150−13.8% | Reduced |
| Neuberger Berman Group LLC | 7,217 | $207.7K | 0.00% | +7,217 | New |
| Beacon Investment Advisors LLC | 7,290 | $209.8K | 0.15% | +7,290 | New |
| Toth Financial Advisory Corp | 7,393 | $212.8K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,468 | $214.9K | 0.01% | +1,474+24.6% | Added |
| Pettyjohn, Wood & White, Inc | 7,546 | $217.2K | 0.05% | −540−6.7% | Reduced |
| Cubist Systematic Strategies, LLC | 7,574 | $218.0K | 0.00% | −12,556−62.4% | Reduced |
| Everence Capital Management Inc | 7,690 | $221.0K | 0.02% | +7,690 | New |
| Parkside Investments, LLC | 7,726 | $222.4K | 0.04% | +7,726 | New |
| MML Investors Services, LLC | 7,767 | $224.0K | 0.00% | −1,140−12.8% | Reduced |
| Bank of Montreal | 7,745 | $232.8K | 0.00% | −413−5.1% | Reduced |
| State of Wisconsin Investment Board | 8,202 | $236.1K | 0.00% | −2,626−24.3% | Reduced |
| Pictet Asset Management Holding SA | 8,211 | $236.3K | 0.00% | +8,211 | New |
| Beacon Harbor Wealth Advisors, Inc. | 8,372 | $241.0K | 0.08% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8,441 | $242.9K | 0.01% | +205+2.5% | Added |
| Vista Investment Management | 8,635 | $248.5K | 0.13% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,691 | $250.1K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,821 | $253.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,829 | $254.0K | 0.00% | +8,829 | New |
| Equitable Holdings, Inc. | 8,973 | $258.2K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 9,045 | $260.3K | 0.02% | −5,968−39.8% | Reduced |
| Colonial River Wealth Management, LLC | 9,161 | $263.7K | 0.17% | −2,968−24.5% | Reduced |
| Amundi | 9,469 | $271.3K | 0.00% | −308−3.2% | Reduced |
| Moors & Cabot, Inc. | 9,557 | $275.1K | 0.02% | −1,976−17.1% | Reduced |
| Park Avenue Securities LLC | 9,604 | $276.0K | 0.00% | −1,401−12.7% | Reduced |
| New York Life Investment Management LLC | 10,158 | $292.3K | 0.00% | −1,600−13.6% | Reduced |
| Inceptionr LLC | 10,430 | $300.2K | 0.17% | +10,430 | New |
| Dover Advisors, LLC | 10,865 | $312.7K | 0.32% | 00.0% | Unchanged |
| US Bancorp | 11,207 | $322.5K | 0.00% | −873−7.2% | Reduced |
| Gamco Investors, Inc. Et Al | 11,500 | $331.0K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 11,784 | $339.1K | 0.04% | +11,784 | New |
| Natixis Investment Managers International | 12,195 | $351.0K | 0.03% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 12,195 | $351.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 12,737 | $366.6K | 0.00% | −7,034−35.6% | Reduced |
| Public Employees Retirement Association of Colorado | 13,134 | $378.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 13,146 | $378.3K | 0.00% | −1,502−10.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,358 | $384.4K | 0.00% | +13,358 | New |
| Virginia Retirement Systems Et Al | 13,400 | $385.7K | 0.00% | +13,400 | New |
| UBS Group AG | 13,635 | $392.4K | 0.00% | −32,790−70.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 13,707 | $396.3K | 0.05% | +755+5.8% | Added |
| Captrust Financial Advisors | 13,885 | $399.6K | 0.00% | +299+2.2% | Added |
| M&T Bank Corp | 13,918 | $400.6K | 0.00% | −5,467−28.2% | Reduced |
| Hantz Financial Services, Inc. | 14,001 | $403.0K | 0.01% | +163+1.2% | Added |
| First Manhattan Co | 15,000 | $431.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 15,200 | $437.0K | 0.07% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 15,800 | $454.7K | 0.18% | +1,000+6.8% | Added |
| Brown Advisory Inc | 15,944 | $458.9K | 0.00% | −6,090−27.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,435 | $473.0K | 0.00% | +2,288+16.2% | Added |
| First Hawaiian Bank | 16,710 | $480.9K | 0.02% | 00.0% | Unchanged |