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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5,981 | $218.5K | 0.00% | −825−12.1% | Reduced |
| Colony Group, LLC | 5,875 | $215.0K | 0.00% | +5,875 | New |
| Pettyjohn, Wood & White, Inc | 5,546 | $202.7K | 0.04% | −2,000−26.5% | Reduced |
| Sandy Spring Bank | 5,536 | $202.3K | 0.01% | −1,497−21.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 5,295 | $193.5K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4,977 | $182.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,750 | $173.6K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,364 | $159.5K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 4,335 | $158.4K | 0.01% | −490−10.2% | Reduced |
| Nisa Investment Advisors, LLC | 4,120 | $150.5K | 0.00% | +2,720+194.3% | Added |
| Evermay Wealth Management LLC | 3,096 | $113.1K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 2,234 | $82.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,983 | $72.5K | 0.00% | +1+0.1% | Added |
| Investors Research Corp | 1,600 | $58.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,615 | $47.0K | 0.00% | +242+17.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,247 | $45.6K | 0.00% | −2,754−68.8% | Reduced |
| Fifth Third Bancorp | 1,240 | $45.3K | 0.00% | +27+2.2% | Added |
| Huntington National Bank | 1,008 | $36.8K | 0.00% | +43+4.5% | Added |
| Elequin Capital LP | 879 | $32.1K | 0.01% | −86−8.9% | Reduced |
| Advisory Services Network, LLC | 800 | $29.2K | 0.00% | +800 | New |
| STRS Ohio | 800 | $29.0K | 0.00% | +800 | New |
| NBC Securities, Inc. | 661 | $24.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 584 | $21.3K | 0.00% | −831−58.7% | Reduced |
| Nomura Asset Management Co Ltd | 520 | $19.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 490 | $17.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 482 | $17.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 436 | $15.9K | 0.00% | +436 | New |
| CWM, LLC | 391 | $14.0K | 0.00% | +8+2.1% | Added |
| Lee Financial Co | 365 | $13.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 333 | $12.2K | 0.00% | +115+52.8% | Added |
| Principal Securities, Inc. | 329 | $12.0K | 0.00% | +329 | New |
| Old Point Trust & Financial Services N A | 217 | $7.93K | 0.00% | +217 | New |
| IFP Advisors, Inc | 202 | $7.38K | 0.00% | +11+5.8% | Added |
| Jones Financial Companies LLLP | 201 | $7.33K | 0.00% | +201 | New |
| Covestor Ltd | 192 | $7.00K | 0.00% | −861−81.8% | Reduced |
| GAMMA Investing LLC | 169 | $5.77K | 0.00% | +169 | New |
| Proequities, Inc. | 127 | $4.64K | 0.00% | +23+22.1% | Added |
| Bessemer Group Inc | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $2.81K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 76 | $2.78K | 0.00% | +3+4.1% | Added |
| JFS Wealth Advisors, LLC | 63 | $2.30K | 0.00% | +42+200.0% | Added |
| Farmers & Merchants Investments Inc | 52 | $1.90K | 0.00% | −3−5.5% | Reduced |
| Provenance Wealth Advisors, LLC | 29 | $1.06K | 0.00% | +1+3.6% | Added |
| Farther Finance Advisors, LLC | 23 | $840 | 0.00% | +6+35.3% | Added |
| SJS Investment Consulting Inc. | 20 | $731 | 0.00% | +3+17.6% | Added |
| Harbor Investment Advisory, LLC | 17 | $621 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $402 | 0.00% | +11 | New |
| Main Street Group, LTD | 10 | $365 | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 9 | $310 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2 | $73 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 0 | $0 | 0.00% | −111,921−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −82,628−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −57,073−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −50,541−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −41,879−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,415−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −21,910−100.0% | Sold out |
| Oak Grove Capital LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Dover Advisors, LLC | 0 | $0 | 0.00% | −10,865−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,045−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −8,441−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −7,574−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |