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, Q2 2024
Institutional positions in Atlantic Union Bankshares Corp as of Jun 30, 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
- +1 vs. Q1 2024
- Shares held
- 66.1M
- +7.14M (+12.1%) vs. Q1 2024
- Total value
- $2.17B
- +$90.0M (+4.3%) vs. Q1 2024
- New holders
- 37
- 124 more added
- Sold out
- 36
- 70 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $33 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $33 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 7 | $230 | 0.00% | −12−63.2% | Reduced |
| Larson Financial Group LLC | 11 | $361 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $460 | 0.00% | +2+16.7% | Added |
| Harbor Investment Advisory, LLC | 17 | $558 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $592 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 25 | $822 | 0.00% | +25 | New |
| Provenance Wealth Advisors, LLC | 29 | $953 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $1.15K | 0.00% | +25+250.0% | Added |
| Farmers & Merchants Investments Inc | 52 | $1.71K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 53 | $1.74K | 0.00% | +30+130.4% | Added |
| JFS Wealth Advisors, LLC | 63 | $2.07K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 75 | $2.46K | 0.00% | +75 | New |
| Bessemer Group Inc | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $3.29K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 127 | $5.24K | 0.00% | +113+807.1% | Added |
| Front Row Advisors LLC | 160 | $5.26K | 0.00% | −28−14.9% | Reduced |
| Covestor Ltd | 192 | $6.00K | 0.00% | +1+0.5% | Added |
| GWM Advisors LLC | 205 | $6.74K | 0.00% | −150−42.3% | Reduced |
| Old Point Trust & Financial Services N A | 217 | $7.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 312 | $10.2K | 0.00% | +235+305.2% | Added |
| Principal Securities, Inc. | 313 | $10.3K | 0.00% | −9−2.8% | Reduced |
| Private Trust Co NA | 333 | $10.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 329 | $11.0K | 0.00% | −87−20.9% | Reduced |
| Smartleaf Asset Management LLC | 434 | $13.9K | 0.00% | +434 | New |
| Signaturefd, LLC | 430 | $14.1K | 0.00% | −60−12.2% | Reduced |
| Nomura Asset Management Co Ltd | 520 | $17.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 551 | $18.1K | 0.00% | +542+6,022.2% | Added |
| GAMMA Investing LLC | 552 | $18.1K | 0.00% | +228+70.4% | Added |
| Umb Bank N A | 622 | $20.4K | 0.00% | +12+2.0% | Added |
| NBC Securities, Inc. | 661 | $21.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 642 | $21.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 653 | $21.5K | 0.00% | −356−35.3% | Reduced |
| Concord Wealth Partners | 675 | $22.2K | 0.00% | +675 | New |
| Mather Group, LLC. | 749 | $26.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 994 | $35.1K | 0.00% | +97+10.8% | Added |
| CIBC Private Wealth Group, LLC | 1,108 | $36.0K | 0.00% | +41+3.8% | Added |
| Fifth Third Bancorp | 1,311 | $43.1K | 0.00% | +89+7.3% | Added |
| Proequities, Inc. | 1,469 | $48.3K | 0.00% | +1,346+1,094.3% | Added |
| Investors Research Corp | 1,600 | $52.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,854 | $60.9K | 0.00% | −129−6.5% | Reduced |
| STRS Ohio | 2,100 | $69.0K | 0.00% | +2,100 | New |
| Steward Partners Investment Advisory, LLC | 2,266 | $74.4K | 0.00% | −841−27.1% | Reduced |
| Family Firm, Inc. | 2,575 | $84.6K | 0.02% | +2,575 | New |
| Nisa Investment Advisors, LLC | 2,838 | $93.2K | 0.00% | −2,467−46.5% | Reduced |
| KBC Group NV | 2,870 | $94.0K | 0.00% | +636+28.5% | Added |
| Main Street Group, LTD | 3,089 | $101.5K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,096 | $101.7K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 3,283 | $107.5K | 0.01% | +3,283 | New |
| South State Corp. | 4,335 | $142.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,676 | $153.6K | 0.01% | −74−1.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 5,295 | $173.9K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 5,536 | $181.9K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 5,623 | $185.0K | 0.11% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,650 | $185.6K | 0.02% | +520+10.1% | Added |
| Allworth Financial LP | 4,806 | $187.1K | 0.00% | +4,806 | New |
| Jones Financial Companies LLLP | 6,032 | $198.1K | 0.00% | +1,703+39.3% | Added |
| Regions Financial Corp | 6,133 | $201.5K | 0.00% | −197−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,366 | $209.1K | 0.00% | −207−3.1% | Reduced |
| Axxcess Wealth Management, LLC | 6,546 | $215.0K | 0.01% | +6,546 | New |
| CoreCap Advisors, LLC | 6,562 | $215.6K | 0.02% | +6,562 | New |
| Cambridge Investment Research Advisors, Inc. | 6,580 | $216.0K | 0.00% | +28+0.4% | Added |
| Occudo Quantitative Strategies LP | 6,923 | $227.4K | 0.04% | +6,923 | New |
| Toth Financial Advisory Corp | 7,293 | $239.6K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 7,296 | $239.7K | 0.12% | +20.0% | Added |
| Everence Capital Management Inc | 7,690 | $244.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,466 | $245.3K | 0.00% | −57,097−88.4% | Reduced |
| Mercer Global Advisors Inc | 7,537 | $247.6K | 0.00% | +12+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $248.8K | 0.00% | 00.0% | Unchanged |
| First National Advisers, LLC | 7,652 | $251.4K | 0.05% | +693+10.0% | Added |
| State of Wisconsin Investment Board | 7,682 | $252.4K | 0.00% | +1,832+31.3% | Added |
| Diversified Trust Co | 7,686 | $252.5K | 0.01% | +7,686 | New |
| Profund Advisors LLC | 7,703 | $253.0K | 0.01% | +1,876+32.2% | Added |
| MML Investors Services, LLC | 7,928 | $260.0K | 0.00% | −2,109−21.0% | Reduced |
| Parkside Investments, LLC | 7,958 | $261.4K | 0.04% | +79+1.0% | Added |
| Alpha Omega Wealth Management LLC | 8,064 | $264.9K | 0.05% | −100−1.2% | Reduced |
| Oppenheimer & Co Inc | 8,166 | $268.3K | 0.00% | +2,250+38.0% | Added |
| Pettyjohn, Wood & White, Inc | 8,200 | $269.4K | 0.05% | +8,200 | New |
| Beacon Harbor Wealth Advisors, Inc. | 8,372 | $275.0K | 0.07% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,538 | $280.5K | 0.00% | +1,418+19.9% | Added |
| Neuberger Berman Group LLC | 8,748 | $287.4K | 0.00% | +870+11.0% | Added |
| Integrated Wealth Concepts LLC | 8,821 | $289.8K | 0.00% | 00.0% | Unchanged |
| City Center Advisors, LLC | 8,346 | $294.7K | 0.35% | 00.0% | Unchanged |
| Algert Global LLC | 9,009 | $295.9K | 0.01% | +9,009 | New |
| Ameritas Investment Partners, Inc. | 9,052 | $297.4K | 0.01% | +1,271+16.3% | Added |
| Vista Investment Management | 9,150 | $300.6K | 0.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,178 | $301.5K | 0.00% | +205+2.3% | Added |
| Moors & Cabot, Inc. | 9,532 | $313.1K | 0.02% | +500+5.5% | Added |
| Colony Group, LLC | 9,565 | $314.0K | 0.00% | +3,690+62.8% | Added |
| Public Employees Retirement Association of Colorado | 9,662 | $317.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 9,889 | $324.9K | 0.00% | +171+1.8% | Added |
| Park Avenue Securities LLC | 9,897 | $325.0K | 0.00% | −281−2.8% | Reduced |
| Readystate Asset Management LP | 10,088 | $331.4K | 0.02% | +10,088 | New |
| Advantage Alpha Capital Partners LP | 10,094 | $331.6K | 0.07% | −1,060−9.5% | Reduced |
| M&T Bank Corp | 10,403 | $341.7K | 0.00% | −483−4.4% | Reduced |
| Bank of Montreal | 10,395 | $342.2K | 0.00% | −631−5.7% | Reduced |
| Advisory Services Network, LLC | 10,865 | $356.9K | 0.01% | +10,865 | New |
| Creative Planning | 10,919 | $358.7K | 0.00% | −1,651−13.1% | Reduced |
| Natixis Investment Managers International | 11,220 | $368.6K | 0.03% | −355−3.1% | Reduced |