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, Q3 2024
Institutional positions in Atlantic Union Bankshares Corp as of Sep 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
- 304
- +31 vs. Q2 2024
- Shares held
- 67.8M
- +14.8M (+28.0%) vs. Q2 2024
- Total value
- $2.56B
- +$814.9M (+46.8%) vs. Q2 2024
- New holders
- 49
- 102 more added
- Sold out
- 18
- 94 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2 | $75 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 5 | $188 | 0.00% | +5 | New |
| Claris Advisors, LLC | 5 | $188 | 0.00% | +5 | New |
| Mendota Financial Group, LLC | 6 | $227 | 0.00% | +6 | New |
| Parkside Financial Bank & Trust | 7 | $264 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $264 | 0.00% | +7 | New |
| Larson Financial Group LLC | 11 | $414 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $528 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $565 | 0.00% | +15 | New |
| Harbor Investment Advisory, LLC | 17 | $640 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $679 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 19 | $716 | 0.00% | +19 | New |
| Capital Performance Advisors LLP | 22 | $829 | 0.00% | +22 | New |
| Hemington Wealth Management | 45 | $1.00K | 0.00% | +45 | New |
| Bokf, NA | 29 | $1.05K | 0.00% | +29 | New |
| Provenance Wealth Advisors, LLC | 29 | $1.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $1.28K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 52 | $1.96K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 54 | $2.04K | 0.00% | +54 | New |
| Farther Finance Advisors, LLC | 61 | $2.30K | 0.00% | +8+15.1% | Added |
| JFS Wealth Advisors, LLC | 65 | $2.45K | 0.00% | +2+3.2% | Added |
| Ashton Thomas Securities, LLC | 83 | $3.13K | 0.00% | +83 | New |
| Rothschild Investment LLC | 90 | $3.39K | 0.00% | +55+157.1% | Added |
| Red Tortoise LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 130 | $4.90K | 0.00% | +3+2.4% | Added |
| Covestor Ltd | 193 | $7.00K | 0.00% | +1+0.5% | Added |
| GWM Advisors LLC | 207 | $7.78K | 0.00% | +2+1.0% | Added |
| Bessemer Group Inc | 200 | $8.00K | 0.00% | +103+106.2% | Added |
| Old Point Trust & Financial Services N A | 217 | $8.17K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 268 | $10.0K | 0.00% | +268 | New |
| Sterling Capital Management LLC | 307 | $11.6K | 0.00% | +307 | New |
| Versant Capital Management, Inc | 312 | $11.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 320 | $12.1K | 0.00% | +7+2.2% | Added |
| Private Trust Co NA | 338 | $12.7K | 0.00% | +5+1.5% | Added |
| Meeder Asset Management Inc | 368 | $13.9K | 0.00% | +368 | New |
| Smartleaf Asset Management LLC | 375 | $13.9K | 0.00% | −59−13.6% | Reduced |
| Signaturefd, LLC | 430 | $16.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 473 | $18.0K | 0.00% | +144+43.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 552 | $20.8K | 0.00% | +552 | New |
| NBC Securities, Inc. | 661 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 673 | $25.4K | 0.00% | −76−10.1% | Reduced |
| Concord Wealth Partners | 675 | $25.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 729 | $27.5K | 0.00% | +76+11.6% | Added |
| Nomura Asset Management Co Ltd | 930 | $35.0K | 0.00% | +410+78.8% | Added |
| Aquatic Capital Management LLC | 1,000 | $37.7K | 0.00% | +1,000 | New |
| GAMMA Investing LLC | 1,041 | $39.2K | 0.00% | +489+88.6% | Added |
| Umb Bank N A | 1,105 | $41.6K | 0.00% | +483+77.7% | Added |
| Fifth Third Bancorp | 1,327 | $50.0K | 0.00% | +16+1.2% | Added |
| Proequities, Inc. | 1,465 | $55.2K | 0.00% | −4−0.3% | Reduced |
| Quest Partners LLC | 1,485 | $55.9K | 0.00% | +1,485 | New |
| Danske Bank A/S | 1,600 | $60.3K | 0.00% | −10,846−87.1% | Reduced |
| Investors Research Corp | 1,600 | $60.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,705 | $64.2K | 0.00% | −4,661−73.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,089 | $68.6K | 0.00% | +1,095+110.2% | Added |
| Catalyst Funds Management Pty Ltd | 2,000 | $75.3K | 0.02% | +2,000 | New |
| First Horizon Advisors, Inc. | 2,026 | $76.3K | 0.00% | +172+9.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,541 | $95.7K | 0.00% | +275+12.1% | Added |
| Nisa Investment Advisors, LLC | 2,837 | $106.9K | 0.00% | −10.0% | Reduced |
| KBC Group NV | 2,870 | $108.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 3,089 | $116.4K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,096 | $116.6K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,203 | $120.7K | 0.00% | +3,203 | New |
| ORG Partners LLC | 3,283 | $123.7K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,693 | $139.0K | 0.00% | −15,429−80.7% | Reduced |
| STRS Ohio | 3,800 | $143.1K | 0.00% | +1,700+81.0% | Added |
| Central Pacific Bank - Trust Division | 4,080 | $153.7K | 0.02% | −1,570−27.8% | Reduced |
| South State Corp. | 4,335 | $163.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,576 | $172.4K | 0.00% | +3,468+313.0% | Added |
| Allworth Financial LP | 4,806 | $181.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,935 | $185.9K | 0.01% | +4,935 | New |
| Geneos Wealth Management Inc. | 5,154 | $194.2K | 0.01% | +478+10.2% | Added |
| Emerald Mutual Fund Advisers Trust | 5,295 | $199.5K | 0.01% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 5,360 | $201.9K | 0.01% | +5,360 | New |
| Paloma Partners Management Co | 5,400 | $203.4K | 0.01% | +5,400 | New |
| Versor Investments LP | 5,400 | $203.4K | 0.03% | +5,400 | New |
| Savant Capital, LLC | 5,461 | $205.7K | 0.00% | +5,461 | New |
| Atria Investments LLC | 5,508 | $207.5K | 0.00% | +5,508 | New |
| Sandy Spring Bank | 5,536 | $208.5K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,566 | $209.7K | 0.00% | +5,566 | New |
| Verition Fund Management LLC | 5,698 | $214.6K | 0.00% | +5,698 | New |
| Occudo Quantitative Strategies LP | 5,762 | $217.1K | 0.04% | −1,161−16.8% | Reduced |
| CoreCap Advisors, LLC | 5,762 | $217.1K | 0.01% | −800−12.2% | Reduced |
| Xponance, Inc. | 5,868 | $221.0K | 0.00% | +5,868 | New |
| Partners in Financial Planning | 5,924 | $223.2K | 0.05% | +5,924 | New |
| Heritage Family Offices, LLP | 5,942 | $223.8K | 0.12% | +5,942 | New |
| MQS Management LLC | 5,953 | $224.3K | 0.13% | −6,504−52.2% | Reduced |
| HighPoint Advisor Group LLC | 5,980 | $224.9K | 0.01% | +5,980 | New |
| Regions Financial Corp | 5,978 | $225.2K | 0.00% | −155−2.5% | Reduced |
| Parkside Investments, LLC | 6,009 | $226.4K | 0.03% | −1,949−24.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,179 | $232.8K | 0.05% | +6,179 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $240.1K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,549 | $246.7K | 0.01% | +30.0% | Added |
| Global Retirement Partners, LLC | 6,557 | $247.0K | 0.01% | +6,006+1,090.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,626 | $250.0K | 0.00% | +46+0.7% | Added |
| Toth Financial Advisory Corp | 7,093 | $267.2K | 0.03% | −200−2.7% | Reduced |
| Park Avenue Securities LLC | 7,126 | $268.0K | 0.00% | −2,771−28.0% | Reduced |
| State of Wisconsin Investment Board | 7,214 | $271.8K | 0.00% | −468−6.1% | Reduced |
| Mercer Global Advisors Inc | 7,545 | $273.7K | 0.00% | +8+0.1% | Added |
| Beacon Investment Advisors LLC | 7,297 | $274.9K | 0.13% | +10.0% | Added |