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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 4,001 | $115.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,096 | $89.1K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 2,234 | $64.0K | 0.00% | −3,366−60.1% | Reduced |
| First Horizon Advisors, Inc. | 1,982 | $57.1K | 0.00% | −178−8.2% | Reduced |
| Investors Research Corp | 1,600 | $46.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,415 | $40.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,400 | $40.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,373 | $36.0K | 0.00% | +1,164+556.9% | Added |
| Fifth Third Bancorp | 1,213 | $34.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,053 | $30.0K | 0.02% | +513+95.0% | Added |
| Elequin Capital LP | 965 | $27.8K | 0.01% | −2,114−68.7% | Reduced |
| Huntington National Bank | 965 | $27.8K | 0.00% | −124−11.4% | Reduced |
| Earnest Partners LLC | 900 | $25.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 661 | $19.0K | 0.00% | +661 | New |
| Nomura Asset Management Co Ltd | 520 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 490 | $14.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 482 | $13.9K | 0.00% | −264−35.4% | Reduced |
| CWM, LLC | 383 | $11.0K | 0.00% | −3−0.8% | Reduced |
| Lee Financial Co | 365 | $10.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 218 | $6.27K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 216 | $6.22K | 0.00% | +216 | New |
| Northwestern Mutual Wealth Management Co | 205 | $5.90K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 191 | $5.50K | 0.00% | −26−12.0% | Reduced |
| GoalVest Advisory LLC | 191 | $5.50K | 0.00% | +8+4.4% | Added |
| Front Row Advisors LLC | 148 | $4.26K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 135 | $3.88K | 0.00% | +135 | New |
| Bessemer Group Inc | 97 | $3.00K | 0.00% | +40+70.2% | Added |
| Steward Financial Group LLC | 125 | $3.00K | 0.00% | +125 | New |
| Proequities, Inc. | 104 | $2.99K | 0.00% | −14−11.9% | Reduced |
| Red Tortoise LLC | 100 | $2.88K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $2.22K | 0.00% | −36−31.9% | Reduced |
| Parkside Financial Bank & Trust | 73 | $2.10K | 0.00% | −25−25.5% | Reduced |
| Farmers & Merchants Investments Inc | 55 | $1.58K | 0.00% | +5+10.0% | Added |
| Milestone Investment Advisors LLC | 55 | $1.58K | 0.00% | +55 | New |
| Provenance Wealth Advisors, LLC | 28 | $806 | 0.00% | +28 | New |
| JFS Wealth Advisors, LLC | 21 | $605 | 0.00% | −24−53.3% | Reduced |
| SJS Investment Consulting Inc. | 17 | $490 | 0.00% | +2+13.3% | Added |
| Harbor Investment Advisory, LLC | 17 | $489 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $489 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $257 | 0.00% | +9 | New |
| Allworth Financial LP | 7 | $202 | 0.00% | −63−90.0% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −31,753−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −23,628−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −18,577−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −11,898−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,615−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −7,875−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| Roffman Miller Associates Inc | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |