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 2023
Institutional positions in Atlantic Union Bankshares Corp as of Dec 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
- 253
- +13 vs. Q3 2023
- Shares held
- 59.0M
- −512.7K (−0.9%) vs. Q3 2023
- Total value
- $2.16B
- +$443.1M (+25.9%) vs. Q3 2023
- New holders
- 32
- 83 more added
- Sold out
- 19
- 96 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2 | $73 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 9 | $310 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 10 | $365 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $402 | 0.00% | +11 | New |
| Harbor Investment Advisory, LLC | 17 | $621 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $731 | 0.00% | +3+17.6% | Added |
| Farther Finance Advisors, LLC | 23 | $840 | 0.00% | +6+35.3% | Added |
| Provenance Wealth Advisors, LLC | 29 | $1.06K | 0.00% | +1+3.6% | Added |
| Farmers & Merchants Investments Inc | 52 | $1.90K | 0.00% | −3−5.5% | Reduced |
| JFS Wealth Advisors, LLC | 63 | $2.30K | 0.00% | +42+200.0% | Added |
| Parkside Financial Bank & Trust | 76 | $2.78K | 0.00% | +3+4.1% | Added |
| Versant Capital Management, Inc | 77 | $2.81K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 127 | $4.64K | 0.00% | +23+22.1% | Added |
| GAMMA Investing LLC | 169 | $5.77K | 0.00% | +169 | New |
| Covestor Ltd | 192 | $7.00K | 0.00% | −861−81.8% | Reduced |
| Jones Financial Companies LLLP | 201 | $7.33K | 0.00% | +201 | New |
| IFP Advisors, Inc | 202 | $7.38K | 0.00% | +11+5.8% | Added |
| Old Point Trust & Financial Services N A | 217 | $7.93K | 0.00% | +217 | New |
| Principal Securities, Inc. | 329 | $12.0K | 0.00% | +329 | New |
| Private Trust Co NA | 333 | $12.2K | 0.00% | +115+52.8% | Added |
| Lee Financial Co | 365 | $13.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 391 | $14.0K | 0.00% | +8+2.1% | Added |
| GWM Advisors LLC | 436 | $15.9K | 0.00% | +436 | New |
| TD Private Client Wealth LLC | 482 | $17.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 490 | $17.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 520 | $19.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 584 | $21.3K | 0.00% | −831−58.7% | Reduced |
| NBC Securities, Inc. | 661 | $24.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 800 | $29.0K | 0.00% | +800 | New |
| Advisory Services Network, LLC | 800 | $29.2K | 0.00% | +800 | New |
| Elequin Capital LP | 879 | $32.1K | 0.01% | −86−8.9% | Reduced |
| Huntington National Bank | 1,008 | $36.8K | 0.00% | +43+4.5% | Added |
| Fifth Third Bancorp | 1,240 | $45.3K | 0.00% | +27+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,247 | $45.6K | 0.00% | −2,754−68.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,615 | $47.0K | 0.00% | +242+17.6% | Added |
| Investors Research Corp | 1,600 | $58.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,983 | $72.5K | 0.00% | +1+0.1% | Added |
| KBC Group NV | 2,234 | $82.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,096 | $113.1K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,120 | $150.5K | 0.00% | +2,720+194.3% | Added |
| South State Corp. | 4,335 | $158.4K | 0.01% | −490−10.2% | Reduced |
| Metropolitan Life Insurance Co | 4,364 | $159.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,750 | $173.6K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4,977 | $182.0K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 5,295 | $193.5K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 5,536 | $202.3K | 0.01% | −1,497−21.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,546 | $202.7K | 0.04% | −2,000−26.5% | Reduced |
| Colony Group, LLC | 5,875 | $215.0K | 0.00% | +5,875 | New |
| Tower Research Capital LLC (TRC) | 5,981 | $218.5K | 0.00% | −825−12.1% | Reduced |
| Jump Financial, LLC | 6,000 | $219.2K | 0.01% | +6,000 | New |
| Wills Financial Group, Inc. | 6,012 | $219.7K | 0.11% | −22,113−78.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $221.1K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 6,137 | $224.0K | 0.06% | +6,137 | New |
| Northwestern Mutual Wealth Management Co | 6,203 | $226.7K | 0.00% | +5,998+2,925.9% | Added |
| Oppenheimer & Co Inc | 6,366 | $232.6K | 0.00% | +6,366 | New |
| Regions Financial Corp | 6,501 | $237.5K | 0.00% | +6,501 | New |
| MQS Management LLC | 6,521 | $238.3K | 0.13% | +6,521 | New |
| Cambridge Investment Research Advisors, Inc. | 6,552 | $239.0K | 0.00% | +6,552 | New |
| Y-Intercept (Hong Kong) Ltd | 6,712 | $245.3K | 0.02% | +6,712 | New |
| Heritage Wealth Management, LLC | 6,825 | $249.4K | 0.14% | +6,825 | New |
| Profund Advisors LLC | 6,951 | $254.0K | 0.01% | +6,951 | New |
| Pathstone Holdings, LLC | 7,060 | $258.0K | 0.00% | +7,060 | New |
| State of Wisconsin Investment Board | 7,114 | $259.9K | 0.00% | −1,088−13.3% | Reduced |
| CIBC Asset Management Inc | 7,203 | $263.2K | 0.00% | +7,203 | New |
| Beacon Investment Advisors LLC | 7,292 | $266.4K | 0.17% | +20.0% | Added |
| Mercer Global Advisors Inc | 7,394 | $270.0K | 0.00% | −1,435−16.3% | Reduced |
| Toth Financial Advisory Corp | 7,393 | $270.1K | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,624 | $278.6K | 0.00% | +407+5.6% | Added |
| Everence Capital Management Inc | 7,690 | $281.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,781 | $284.3K | 0.01% | +313+4.2% | Added |
| Parkside Investments, LLC | 7,804 | $285.1K | 0.05% | +78+1.0% | Added |
| Alpha Omega Wealth Management LLC | 8,164 | $298.3K | 0.05% | +1,008+14.1% | Added |
| Pictet Asset Management Holding SA | 8,211 | $300.0K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,304 | $303.4K | 0.02% | −387−4.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 8,372 | $306.0K | 0.09% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 8,398 | $307.0K | 0.12% | +8,398 | New |
| Integrated Wealth Concepts LLC | 8,821 | $322.3K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 8,595 | $323.1K | 0.00% | +850+11.0% | Added |
| Landscape Capital Management, L.L.C. | 8,879 | $324.4K | 0.03% | +8,879 | New |
| Equitable Holdings, Inc. | 8,973 | $327.9K | 0.00% | 00.0% | Unchanged |
| Vista Investment Management | 9,030 | $330.0K | 0.15% | +395+4.6% | Added |
| Moors & Cabot, Inc. | 9,032 | $330.0K | 0.02% | −525−5.5% | Reduced |
| Colonial River Wealth Management, LLC | 9,389 | $343.1K | 0.20% | +228+2.5% | Added |
| Park Avenue Securities LLC | 9,734 | $356.0K | 0.00% | +130+1.4% | Added |
| Amundi | 10,135 | $362.8K | 0.00% | +666+7.0% | Added |
| New York Life Investment Management LLC | 9,930 | $362.8K | 0.00% | −228−2.2% | Reduced |
| MML Investors Services, LLC | 9,942 | $363.0K | 0.00% | +2,175+28.0% | Added |
| Lazard Asset Management LLC | 10,579 | $386.0K | 0.00% | −15,617−59.6% | Reduced |
| US Bancorp | 11,329 | $414.0K | 0.00% | +122+1.1% | Added |
| Gamco Investors, Inc. Et Al | 11,500 | $420.2K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 12,110 | $442.0K | 0.00% | −85−0.7% | Reduced |
| Natixis Investment Managers International | 12,110 | $442.5K | 0.03% | −85−0.7% | Reduced |
| Creative Planning | 12,547 | $458.5K | 0.00% | +12,331+5,708.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,598 | $460.3K | 0.00% | −760−5.7% | Reduced |
| Public Employees Retirement Association of Colorado | 13,064 | $477.0K | 0.00% | −70−0.5% | Reduced |
| M&T Bank Corp | 13,114 | $479.2K | 0.00% | −804−5.8% | Reduced |