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, Q4 2024
Institutional positions in Atlantic Union Bankshares Corp as of Dec 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
- 339
- +37 vs. Q3 2024
- Shares held
- 84.2M
- +16.5M (+24.5%) vs. Q3 2024
- Total value
- $3.19B
- +$638.8M (+25.1%) vs. Q3 2024
- New holders
- 64
- 135 more added
- Sold out
- 27
- 78 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $76 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 5 | $189 | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 6 | $227 | 0.00% | +6 | New |
| Parkside Financial Bank & Trust | 7 | $266 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $266 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $417 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $492 | 0.00% | 0 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $531 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $568 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $569 | 0.00% | −3−16.7% | Reduced |
| Harbor Investment Advisory, LLC | 17 | $644 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $795 | 0.00% | −13−38.2% | Reduced |
| Provenance Wealth Advisors, LLC | 29 | $1.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 66 | $2.00K | 0.00% | +21+46.7% | Added |
| Salem Investment Counselors Inc | 54 | $2.05K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 62 | $2.35K | 0.00% | +62 | New |
| JFS Wealth Advisors, LLC | 65 | $2.46K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $2.84K | 0.00% | −15−16.7% | Reduced |
| Farther Finance Advisors, LLC | 79 | $2.99K | 0.00% | +18+29.5% | Added |
| Quarry LP | 93 | $3.52K | 0.00% | +93 | New |
| Danske Bank A/S | 100 | $3.79K | 0.00% | −1,500−93.8% | Reduced |
| Red Tortoise LLC | 100 | $3.79K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 175 | $6.63K | 0.00% | −76,594−99.8% | Reduced |
| EverSource Wealth Advisors, LLC | 183 | $6.93K | 0.00% | +53+40.8% | Added |
| GWM Advisors LLC | 208 | $7.87K | 0.00% | +1+0.5% | Added |
| Old Point Trust & Financial Services N A | 217 | $8.22K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 226 | $8.56K | 0.00% | +226 | New |
| Versant Capital Management, Inc | 312 | $11.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 308 | $12.0K | 0.00% | +40+14.9% | Added |
| Bessemer Group Inc | 308 | $12.0K | 0.00% | +108+54.0% | Added |
| Covestor Ltd | 320 | $12.0K | 0.01% | +127+65.8% | Added |
| Caitong International Asset Management Co., Ltd | 347 | $13.1K | 0.01% | +347 | New |
| Private Trust Co NA | 388 | $14.7K | 0.00% | +50+14.8% | Added |
| Signaturefd, LLC | 430 | $16.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 454 | $17.2K | 0.00% | +134+41.9% | Added |
| Wolverine Asset Management LLC | 508 | $19.2K | 0.00% | +508 | New |
| CWM, LLC | 526 | $20.0K | 0.00% | +53+11.2% | Added |
| Mather Group, LLC. | 673 | $25.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 675 | $25.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 680 | $25.8K | 0.00% | −49−6.7% | Reduced |
| R Squared Ltd | 730 | $27.7K | 0.03% | +730 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 766 | $29.0K | 0.00% | +214+38.8% | Added |
| SIMA Wealth Partners, LLC | 878 | $33.3K | 0.03% | +878 | New |
| Nomura Asset Management Co Ltd | 930 | $35.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 969 | $36.7K | 0.00% | +969 | New |
| Umb Bank N A | 971 | $36.8K | 0.00% | −134−12.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,067 | $38.9K | 0.00% | −3,509−76.7% | Reduced |
| Smartleaf Asset Management LLC | 1,074 | $40.6K | 0.00% | +699+186.4% | Added |
| Ronald Blue Trust, Inc. | 1,190 | $45.1K | 0.00% | −899−43.0% | Reduced |
| Fifth Third Bancorp | 1,303 | $49.4K | 0.00% | −24−1.8% | Reduced |
| GAMMA Investing LLC | 1,325 | $50.2K | 0.00% | +284+27.3% | Added |
| Proequities, Inc. | 1,475 | $55.9K | 0.00% | +10+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,744 | $66.1K | 0.00% | +39+2.3% | Added |
| Investment Management Corp | 1,895 | $71.8K | 0.06% | +1,895 | New |
| First Horizon Advisors, Inc. | 2,162 | $81.9K | 0.00% | +136+6.7% | Added |
| Venturi Wealth Management, LLC | 2,400 | $90.9K | 0.00% | +2,400 | New |
| Tower Research Capital LLC (TRC) | 2,590 | $98.1K | 0.00% | −9,121−77.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,642 | $100.1K | 0.00% | +101+4.0% | Added |
| Sterling Capital Management LLC | 2,880 | $109.1K | 0.00% | +2,573+838.1% | Added |
| Nisa Investment Advisors, LLC | 2,927 | $110.9K | 0.00% | +90+3.2% | Added |
| Main Street Group, LTD | 3,089 | $117.0K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,096 | $117.3K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,203 | $121.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 3,309 | $125.4K | 0.02% | +26+0.8% | Added |
| STRS Ohio | 3,500 | $132.6K | 0.00% | −300−7.9% | Reduced |
| South State Corp. | 4,335 | $164.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 4,475 | $170.0K | 0.00% | +1,605+55.9% | Added |
| Central Pacific Bank - Trust Division | 4,800 | $181.8K | 0.02% | +720+17.6% | Added |
| Allworth Financial LP | 4,806 | $182.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,096 | $193.0K | 0.01% | −58−1.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 5,295 | $200.6K | 0.01% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 5,361 | $203.1K | 0.01% | +10.0% | Added |
| GTS Securities LLC | 5,374 | $203.6K | 0.01% | +5,374 | New |
| Brevan Howard Capital Management LP | 5,384 | $203.9K | 0.01% | +5,384 | New |
| Mackenzie Financial Corp | 5,566 | $210.8K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,596 | $212.0K | 0.00% | +5,596 | New |
| EMC Capital Management | 5,623 | $213.0K | 0.12% | +124+2.3% | Added |
| AQR Capital Management LLC | 5,706 | $216.1K | 0.00% | +5,706 | New |
| CoreCap Advisors, LLC | 5,762 | $218.3K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,799 | $219.7K | 0.02% | +5,799 | New |
| Atria Investments LLC | 5,834 | $221.0K | 0.00% | +326+5.9% | Added |
| Partners in Financial Planning | 6,000 | $227.3K | 0.05% | +76+1.3% | Added |
| Savant Capital, LLC | 6,018 | $228.0K | 0.00% | +557+10.2% | Added |
| Parkside Investments, LLC | 6,058 | $229.5K | 0.03% | +49+0.8% | Added |
| Resources Investment Advisors, LLC. | 6,092 | $230.8K | 0.00% | +6,092 | New |
| RSM US Wealth Management LLC | 6,224 | $235.6K | 0.00% | +6,224 | New |
| Claris Financial LLC | 6,351 | $240.6K | 0.16% | +6,351 | New |
| Xponance, Inc. | 6,424 | $243.3K | 0.00% | +556+9.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $243.6K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6,292 | $244.3K | 0.01% | +312+5.2% | Added |
| Alpha Omega Wealth Management LLC | 6,494 | $246.0K | 0.05% | −1,570−19.5% | Reduced |
| Global Retirement Partners, LLC | 6,524 | $247.1K | 0.01% | −33−0.5% | Reduced |
| Regions Financial Corp | 6,540 | $247.7K | 0.00% | +562+9.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,836 | $259.0K | 0.00% | +210+3.2% | Added |
| Toth Financial Advisory Corp | 6,843 | $259.2K | 0.03% | −250−3.5% | Reduced |
| Mercer Global Advisors Inc | 7,205 | $272.9K | 0.00% | −340−4.5% | Reduced |
| Everence Capital Management Inc | 7,200 | $273.0K | 0.02% | −490−6.4% | Reduced |
| Beacon Investment Advisors LLC | 7,299 | $276.5K | 0.13% | +20.0% | Added |