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, Q1 2024
Institutional positions in Atlantic Union Bankshares Corp as of Mar 31, 2024. 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
- 274
- +21 vs. Q4 2023
- Shares held
- 59.0M
- +25.9K (0.0%) vs. Q4 2023
- Total value
- $2.08B
- −$72.1M (−3.3%) vs. Q4 2023
- New holders
- 39
- 78 more added
- Sold out
- 18
- 100 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $212 | 0.00% | +6 | New |
| Global Retirement Partners, LLC | 9 | $318 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $353 | 0.00% | +10 | New |
| Eagle Bay Advisors LLC | 11 | $388 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $424 | 0.00% | +1+9.1% | Added |
| EverSource Wealth Advisors, LLC | 14 | $445 | 0.00% | +14 | New |
| Harbor Investment Advisory, LLC | 17 | $600 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $636 | 0.00% | −2−10.0% | Reduced |
| Parkside Financial Bank & Trust | 19 | $672 | 0.00% | −57−75.0% | Reduced |
| Farther Finance Advisors, LLC | 23 | $801 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 29 | $1.02K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 33 | $1.17K | 0.00% | +33 | New |
| Farmers & Merchants Investments Inc | 52 | $1.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $2.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 91 | $3.21K | 0.00% | +91 | New |
| Red Tortoise LLC | 100 | $3.53K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 123 | $4.34K | 0.00% | −4−3.1% | Reduced |
| TD Private Client Wealth LLC | 139 | $4.91K | 0.00% | −343−71.2% | Reduced |
| Front Row Advisors LLC | 188 | $6.64K | 0.00% | +188 | New |
| Covestor Ltd | 191 | $7.00K | 0.00% | −1−0.5% | Reduced |
| Old Point Trust & Financial Services N A | 217 | $7.66K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 322 | $11.4K | 0.00% | −7−2.1% | Reduced |
| GAMMA Investing LLC | 324 | $11.4K | 0.00% | +155+91.7% | Added |
| Private Trust Co NA | 333 | $11.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 340 | $12.0K | 0.00% | +340 | New |
| GWM Advisors LLC | 355 | $12.5K | 0.00% | −81−18.6% | Reduced |
| CWM, LLC | 416 | $15.0K | 0.00% | +25+6.4% | Added |
| Signaturefd, LLC | 490 | $17.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 520 | $18.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $21.2K | 0.01% | +600 | New |
| Umb Bank N A | 610 | $21.5K | 0.00% | +26+4.5% | Added |
| Raffa Wealth Management, LLC | 642 | $22.7K | 0.01% | +642 | New |
| NBC Securities, Inc. | 661 | $23.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 749 | $27.4K | 0.00% | +749 | New |
| Ronald Blue Trust, Inc. | 897 | $31.7K | 0.00% | −718−44.5% | Reduced |
| Huntington National Bank | 1,009 | $35.6K | 0.00% | +1+0.1% | Added |
| CIBC Private Wealth Group, LLC | 1,067 | $37.2K | 0.00% | +1,067 | New |
| Fifth Third Bancorp | 1,222 | $43.1K | 0.00% | −18−1.5% | Reduced |
| Investors Research Corp | 1,600 | $56.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,983 | $70.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,003 | $70.7K | 0.00% | +2,003 | New |
| Aquatic Capital Management LLC | 2,100 | $74.2K | 0.00% | +2,100 | New |
| KBC Group NV | 2,234 | $79.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 3,089 | $109.1K | 0.05% | +3,079+30,790.0% | Added |
| Evermay Wealth Management LLC | 3,096 | $109.3K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,107 | $109.7K | 0.00% | +1,860+149.2% | Added |
| Metropolitan Life Insurance Co | 3,899 | $137.7K | 0.01% | −465−10.7% | Reduced |
| Jones Financial Companies LLLP | 4,329 | $152.9K | 0.00% | +4,128+2,053.7% | Added |
| South State Corp. | 4,335 | $153.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,750 | $167.7K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,130 | $178.7K | 0.02% | +5,130 | New |
| Emerald Mutual Fund Advisers Trust | 5,295 | $187.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,305 | $187.3K | 0.00% | +1,185+28.8% | Added |
| Advisor Group Holdings, Inc. | 5,580 | $193.9K | 0.00% | −14,047−71.6% | Reduced |
| Sandy Spring Bank | 5,536 | $195.5K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 5,623 | $199.0K | 0.12% | +5,623 | New |
| Profund Advisors LLC | 5,827 | $205.8K | 0.01% | −1,124−16.2% | Reduced |
| State of Wisconsin Investment Board | 5,850 | $206.6K | 0.00% | −1,264−17.8% | Reduced |
| Colony Group, LLC | 5,875 | $207.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,916 | $208.9K | 0.00% | −450−7.1% | Reduced |
| Wills Financial Group, Inc. | 6,013 | $212.3K | 0.10% | +10.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $217.3K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 6,330 | $223.5K | 0.00% | −171−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,552 | $231.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,573 | $232.1K | 0.00% | +370+6.0% | Added |
| Heritage Wealth Management, LLC | 6,721 | $237.3K | 0.12% | −104−1.5% | Reduced |
| First National Advisers, LLC | 6,959 | $245.7K | 0.05% | +6,959 | New |
| CIBC Asset Management Inc | 7,120 | $251.4K | 0.00% | −83−1.2% | Reduced |
| Toth Financial Advisory Corp | 7,293 | $257.5K | 0.03% | −100−1.4% | Reduced |
| Beacon Investment Advisors LLC | 7,294 | $257.6K | 0.15% | +20.0% | Added |
| Mercer Global Advisors Inc | 7,525 | $266.0K | 0.00% | +131+1.8% | Added |
| Everence Capital Management Inc | 7,690 | $272.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,781 | $274.7K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,878 | $278.2K | 0.00% | +254+3.3% | Added |
| Parkside Investments, LLC | 7,879 | $278.2K | 0.04% | +75+1.0% | Added |
| Cetera Investment Advisers | 8,150 | $287.8K | 0.00% | +8,150 | New |
| Alpha Omega Wealth Management LLC | 8,164 | $288.3K | 0.05% | 00.0% | Unchanged |
| City Center Advisors, LLC | 8,346 | $294.7K | 0.35% | +8,346 | New |
| Pathstone Holdings, LLC | 8,376 | $295.8K | 0.00% | +1,316+18.6% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 8,372 | $296.0K | 0.08% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8,566 | $302.5K | 0.02% | +8,566 | New |
| Level Four Advisory Services, LLC | 8,304 | $303.4K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,821 | $311.5K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,973 | $316.8K | 0.00% | 00.0% | Unchanged |
| TradeLink Capital LLC | 8,999 | $318.0K | 4.72% | +8,999 | New |
| Moors & Cabot, Inc. | 9,032 | $318.9K | 0.02% | 00.0% | Unchanged |
| Vista Investment Management | 9,150 | $323.1K | 0.13% | +120+1.3% | Added |
| Colonial River Wealth Management, LLC | 9,389 | $331.5K | 0.19% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,662 | $341.0K | 0.00% | −3,402−26.0% | Reduced |
| Pictet Asset Management Holding SA | 9,718 | $343.1K | 0.00% | +1,507+18.4% | Added |
| MML Investors Services, LLC | 10,037 | $354.0K | 0.00% | +95+1.0% | Added |
| Park Avenue Securities LLC | 10,178 | $359.0K | 0.00% | +444+4.6% | Added |
| Verition Fund Management LLC | 10,333 | $364.9K | 0.00% | +10,333 | New |
| M&T Bank Corp | 10,886 | $384.4K | 0.00% | −2,228−17.0% | Reduced |
| Bank of Montreal | 11,026 | $392.0K | 0.00% | +2,431+28.3% | Added |
| Advantage Alpha Capital Partners LP | 11,154 | $393.9K | 0.07% | −3,799−25.4% | Reduced |
| CTC Alternative Strategies, Ltd. | 11,200 | $395.5K | 0.25% | +11,200 | New |