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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 7,525 | $266.0K | 0.00% | +131+1.8% | Added |
| Beacon Investment Advisors LLC | 7,294 | $257.6K | 0.15% | +20.0% | Added |
| Toth Financial Advisory Corp | 7,293 | $257.5K | 0.03% | −100−1.4% | Reduced |
| CIBC Asset Management Inc | 7,120 | $251.4K | 0.00% | −83−1.2% | Reduced |
| First National Advisers, LLC | 6,959 | $245.7K | 0.05% | +6,959 | New |
| Heritage Wealth Management, LLC | 6,721 | $237.3K | 0.12% | −104−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,573 | $232.1K | 0.00% | +370+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,552 | $231.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 6,330 | $223.5K | 0.00% | −171−2.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $217.3K | 0.00% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 6,013 | $212.3K | 0.10% | +10.0% | Added |
| Oppenheimer & Co Inc | 5,916 | $208.9K | 0.00% | −450−7.1% | Reduced |
| Colony Group, LLC | 5,875 | $207.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,850 | $206.6K | 0.00% | −1,264−17.8% | Reduced |
| Profund Advisors LLC | 5,827 | $205.8K | 0.01% | −1,124−16.2% | Reduced |
| EMC Capital Management | 5,623 | $199.0K | 0.12% | +5,623 | New |
| Sandy Spring Bank | 5,536 | $195.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,580 | $193.9K | 0.00% | −14,047−71.6% | Reduced |
| Nisa Investment Advisors, LLC | 5,305 | $187.3K | 0.00% | +1,185+28.8% | Added |
| Emerald Mutual Fund Advisers Trust | 5,295 | $187.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,130 | $178.7K | 0.02% | +5,130 | New |
| Geneos Wealth Management Inc. | 4,750 | $167.7K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 4,335 | $153.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,329 | $152.9K | 0.00% | +4,128+2,053.7% | Added |
| Metropolitan Life Insurance Co | 3,899 | $137.7K | 0.01% | −465−10.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,107 | $109.7K | 0.00% | +1,860+149.2% | Added |
| Evermay Wealth Management LLC | 3,096 | $109.3K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 3,089 | $109.1K | 0.05% | +3,079+30,790.0% | Added |
| KBC Group NV | 2,234 | $79.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,100 | $74.2K | 0.00% | +2,100 | New |
| Citadel Advisors LLC | 2,003 | $70.7K | 0.00% | +2,003 | New |
| First Horizon Advisors, Inc. | 1,983 | $70.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,600 | $56.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,222 | $43.1K | 0.00% | −18−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,067 | $37.2K | 0.00% | +1,067 | New |
| Huntington National Bank | 1,009 | $35.6K | 0.00% | +1+0.1% | Added |
| Ronald Blue Trust, Inc. | 897 | $31.7K | 0.00% | −718−44.5% | Reduced |
| Mather Group, LLC. | 749 | $27.4K | 0.00% | +749 | New |
| NBC Securities, Inc. | 661 | $23.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 642 | $22.7K | 0.01% | +642 | New |
| Umb Bank N A | 610 | $21.5K | 0.00% | +26+4.5% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $21.2K | 0.01% | +600 | New |
| Nomura Asset Management Co Ltd | 520 | $18.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 490 | $17.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 416 | $15.0K | 0.00% | +25+6.4% | Added |
| GWM Advisors LLC | 355 | $12.5K | 0.00% | −81−18.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 340 | $12.0K | 0.00% | +340 | New |
| Private Trust Co NA | 333 | $11.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 324 | $11.4K | 0.00% | +155+91.7% | Added |
| Principal Securities, Inc. | 322 | $11.4K | 0.00% | −7−2.1% | Reduced |
| Old Point Trust & Financial Services N A | 217 | $7.66K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 191 | $7.00K | 0.00% | −1−0.5% | Reduced |
| Front Row Advisors LLC | 188 | $6.64K | 0.00% | +188 | New |
| TD Private Client Wealth LLC | 139 | $4.91K | 0.00% | −343−71.2% | Reduced |
| Proequities, Inc. | 123 | $4.34K | 0.00% | −4−3.1% | Reduced |
| Red Tortoise LLC | 100 | $3.53K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 91 | $3.21K | 0.00% | +91 | New |
| Bessemer Group Inc | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $2.72K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $2.23K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $1.84K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 33 | $1.17K | 0.00% | +33 | New |
| Provenance Wealth Advisors, LLC | 29 | $1.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $801 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $672 | 0.00% | −57−75.0% | Reduced |
| SJS Investment Consulting Inc. | 18 | $636 | 0.00% | −2−10.0% | Reduced |
| Harbor Investment Advisory, LLC | 17 | $600 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $445 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $424 | 0.00% | +1+9.1% | Added |
| Eagle Bay Advisors LLC | 11 | $388 | 0.00% | +11 | New |
| Rothschild Investment LLC | 10 | $353 | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 9 | $318 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $212 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 0 | $0 | 0.00% | −88,868−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −20,127−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −10,579−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −9,930−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −8,398−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,712−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,521−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −6,137−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Pettyjohn, Wood & White, Inc | 0 | $0 | 0.00% | −5,546−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −4,977−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |