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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 8,064 | $303.8K | 0.06% | 00.0% | Unchanged |
| Keybank National Association | 7,828 | $294.9K | 0.00% | +7,828 | New |
| Everence Capital Management Inc | 7,690 | $290.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 7,686 | $289.5K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 7,297 | $274.9K | 0.13% | +10.0% | Added |
| Mercer Global Advisors Inc | 7,545 | $273.7K | 0.00% | +8+0.1% | Added |
| State of Wisconsin Investment Board | 7,214 | $271.8K | 0.00% | −468−6.1% | Reduced |
| Park Avenue Securities LLC | 7,126 | $268.0K | 0.00% | −2,771−28.0% | Reduced |
| Toth Financial Advisory Corp | 7,093 | $267.2K | 0.03% | −200−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,626 | $250.0K | 0.00% | +46+0.7% | Added |
| Global Retirement Partners, LLC | 6,557 | $247.0K | 0.01% | +6,006+1,090.0% | Added |
| Axxcess Wealth Management, LLC | 6,549 | $246.7K | 0.01% | +30.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $240.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 6,179 | $232.8K | 0.05% | +6,179 | New |
| Parkside Investments, LLC | 6,009 | $226.4K | 0.03% | −1,949−24.5% | Reduced |
| Regions Financial Corp | 5,978 | $225.2K | 0.00% | −155−2.5% | Reduced |
| HighPoint Advisor Group LLC | 5,980 | $224.9K | 0.01% | +5,980 | New |
| MQS Management LLC | 5,953 | $224.3K | 0.13% | −6,504−52.2% | Reduced |
| Heritage Family Offices, LLP | 5,942 | $223.8K | 0.12% | +5,942 | New |
| Partners in Financial Planning | 5,924 | $223.2K | 0.05% | +5,924 | New |
| Xponance, Inc. | 5,868 | $221.0K | 0.00% | +5,868 | 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 |
| Verition Fund Management LLC | 5,698 | $214.6K | 0.00% | +5,698 | New |
| Mackenzie Financial Corp | 5,566 | $209.7K | 0.00% | +5,566 | New |
| Sandy Spring Bank | 5,536 | $208.5K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 5,508 | $207.5K | 0.00% | +5,508 | New |
| Savant Capital, LLC | 5,461 | $205.7K | 0.00% | +5,461 | 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 |
| ZWJ Investment Counsel Inc | 5,360 | $201.9K | 0.01% | +5,360 | New |
| Emerald Mutual Fund Advisers Trust | 5,295 | $199.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,154 | $194.2K | 0.01% | +478+10.2% | Added |
| Spire Wealth Management | 4,935 | $185.9K | 0.01% | +4,935 | New |
| Allworth Financial LP | 4,806 | $181.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,576 | $172.4K | 0.00% | +3,468+313.0% | Added |
| South State Corp. | 4,335 | $163.3K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 4,080 | $153.7K | 0.02% | −1,570−27.8% | Reduced |
| STRS Ohio | 3,800 | $143.1K | 0.00% | +1,700+81.0% | Added |
| SG Americas Securities, LLC | 3,693 | $139.0K | 0.00% | −15,429−80.7% | Reduced |
| ORG Partners LLC | 3,283 | $123.7K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,203 | $120.7K | 0.00% | +3,203 | New |
| Evermay Wealth Management LLC | 3,096 | $116.6K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 3,089 | $116.4K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 2,870 | $108.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,837 | $106.9K | 0.00% | −10.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,541 | $95.7K | 0.00% | +275+12.1% | Added |
| First Horizon Advisors, Inc. | 2,026 | $76.3K | 0.00% | +172+9.3% | Added |
| Catalyst Funds Management Pty Ltd | 2,000 | $75.3K | 0.02% | +2,000 | New |
| Ronald Blue Trust, Inc. | 2,089 | $68.6K | 0.00% | +1,095+110.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,705 | $64.2K | 0.00% | −4,661−73.2% | Reduced |
| 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 |
| Quest Partners LLC | 1,485 | $55.9K | 0.00% | +1,485 | New |
| Proequities, Inc. | 1,465 | $55.2K | 0.00% | −4−0.3% | Reduced |
| Fifth Third Bancorp | 1,327 | $50.0K | 0.00% | +16+1.2% | Added |
| Umb Bank N A | 1,105 | $41.6K | 0.00% | +483+77.7% | Added |
| GAMMA Investing LLC | 1,041 | $39.2K | 0.00% | +489+88.6% | Added |
| Aquatic Capital Management LLC | 1,000 | $37.7K | 0.00% | +1,000 | New |
| Nomura Asset Management Co Ltd | 930 | $35.0K | 0.00% | +410+78.8% | Added |
| Huntington National Bank | 729 | $27.5K | 0.00% | +76+11.6% | Added |
| Concord Wealth Partners | 675 | $25.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 673 | $25.4K | 0.00% | −76−10.1% | Reduced |
| NBC Securities, Inc. | 661 | $24.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 552 | $20.8K | 0.00% | +552 | New |
| CWM, LLC | 473 | $18.0K | 0.00% | +144+43.8% | Added |
| Signaturefd, LLC | 430 | $16.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 375 | $13.9K | 0.00% | −59−13.6% | Reduced |
| Meeder Asset Management Inc | 368 | $13.9K | 0.00% | +368 | New |
| Private Trust Co NA | 338 | $12.7K | 0.00% | +5+1.5% | Added |
| Principal Securities, Inc. | 320 | $12.1K | 0.00% | +7+2.2% | Added |
| Versant Capital Management, Inc | 312 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 307 | $11.6K | 0.00% | +307 | New |
| Harbor Capital Advisors, Inc. | 268 | $10.0K | 0.00% | +268 | New |
| Old Point Trust & Financial Services N A | 217 | $8.17K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 200 | $8.00K | 0.00% | +103+106.2% | Added |
| GWM Advisors LLC | 207 | $7.78K | 0.00% | +2+1.0% | Added |
| Covestor Ltd | 193 | $7.00K | 0.00% | +1+0.5% | Added |
| EverSource Wealth Advisors, LLC | 130 | $4.90K | 0.00% | +3+2.4% | Added |
| Red Tortoise LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $3.39K | 0.00% | +55+157.1% | Added |
| Ashton Thomas Securities, LLC | 83 | $3.13K | 0.00% | +83 | New |
| JFS Wealth Advisors, LLC | 65 | $2.45K | 0.00% | +2+3.2% | Added |
| Farther Finance Advisors, LLC | 61 | $2.30K | 0.00% | +8+15.1% | Added |
| Salem Investment Counselors Inc | 54 | $2.04K | 0.00% | +54 | New |
| Farmers & Merchants Investments Inc | 52 | $1.96K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $1.28K | 0.00% | +34 | New |
| Provenance Wealth Advisors, LLC | 29 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 29 | $1.05K | 0.00% | +29 | New |
| Hemington Wealth Management | 45 | $1.00K | 0.00% | +45 | New |
| Capital Performance Advisors LLP | 22 | $829 | 0.00% | +22 | New |
| Financial Network Wealth Advisors LLC | 19 | $716 | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 18 | $679 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17 | $640 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $565 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $528 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $414 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $264 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $264 | 0.00% | +7 | New |
| Mendota Financial Group, LLC | 6 | $227 | 0.00% | +6 | New |