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 |
|---|---|---|---|---|---|
| First Manhattan Co | 13,200 | $500.0K | 0.00% | −1,800−12.0% | Reduced |
| Creative Planning | 13,093 | $496.0K | 0.00% | −66−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,090 | $495.8K | 0.00% | −6,101−31.8% | Reduced |
| Bryce Point Capital, LLC | 12,097 | $458.2K | 0.13% | +12,097 | New |
| Pictet Asset Management Holding SA | 11,912 | $451.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 11,756 | $445.3K | 0.00% | +11,756 | New |
| Bank of Montreal | 11,662 | $441.8K | 0.00% | +1,169+11.1% | Added |
| Captrust Financial Advisors | 11,636 | $440.8K | 0.00% | −14−0.1% | Reduced |
| Park Avenue Securities LLC | 11,559 | $438.0K | 0.00% | +4,433+62.2% | Added |
| Gamco Investors, Inc. Et Al | 11,500 | $435.6K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 11,265 | $427.0K | 0.00% | +45+0.4% | Added |
| Natixis Investment Managers International | 11,265 | $426.7K | 0.03% | +45+0.4% | Added |
| MML Investors Services, LLC | 10,428 | $395.0K | 0.00% | +1,631+18.5% | Added |
| Susquehanna Fundamental Investments, LLC | 10,357 | $392.3K | 0.01% | +10,357 | New |
| Advisor Group Holdings, Inc. | 10,218 | $387.1K | 0.00% | −2,438−19.3% | Reduced |
| Moors & Cabot, Inc. | 10,169 | $385.2K | 0.02% | +737+7.8% | Added |
| Neuberger Berman Group LLC | 10,107 | $382.8K | 0.00% | +1,513+17.6% | Added |
| Advisory Services Network, LLC | 10,029 | $379.9K | 0.01% | −836−7.7% | Reduced |
| M&T Bank Corp | 9,682 | $366.8K | 0.00% | −215−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 9,662 | $366.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,178 | $347.7K | 0.00% | 00.0% | Unchanged |
| Vista Investment Management | 9,070 | $343.6K | 0.13% | −50−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 9,060 | $343.2K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,731 | $330.7K | 0.00% | +431+5.2% | Added |
| Keybank National Association | 8,677 | $328.7K | 0.00% | +849+10.8% | Added |
| Pettyjohn, Wood & White, Inc | 8,625 | $326.7K | 0.06% | +425+5.2% | Added |
| SageView Advisory Group, LLC | 8,616 | $326.4K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,613 | $326.3K | 0.00% | −30.0% | Reduced |
| State of Wisconsin Investment Board | 8,611 | $326.2K | 0.00% | +1,397+19.4% | Added |
| De Lisle Partners LLP | 8,553 | $324.0K | 0.05% | −20,565−70.6% | Reduced |
| Integrated Wealth Concepts LLC | 8,513 | $322.5K | 0.00% | −308−3.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 8,372 | $317.1K | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Corp | 8,369 | $317.0K | 0.00% | +8,369 | New |
| Occudo Quantitative Strategies LP | 8,367 | $316.9K | 0.06% | +2,605+45.2% | Added |
| Quadrature Capital Ltd | 8,173 | $309.6K | 0.01% | +8,173 | New |
| Bridgefront Capital, LLC | 7,916 | $299.9K | 0.10% | +7,916 | New |
| LSV Asset Management | 7,900 | $299.0K | 0.00% | −280,977−97.3% | Reduced |
| Diversified Trust Co | 7,687 | $291.2K | 0.01% | +10.0% | Added |
| Heritage Family Offices, LLP | 7,382 | $279.6K | 0.14% | +1,440+24.2% | Added |
| Beacon Investment Advisors LLC | 7,299 | $276.5K | 0.13% | +20.0% | Added |
| Everence Capital Management Inc | 7,200 | $273.0K | 0.02% | −490−6.4% | Reduced |
| Mercer Global Advisors Inc | 7,205 | $272.9K | 0.00% | −340−4.5% | Reduced |
| Toth Financial Advisory Corp | 6,843 | $259.2K | 0.03% | −250−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,836 | $259.0K | 0.00% | +210+3.2% | Added |
| Regions Financial Corp | 6,540 | $247.7K | 0.00% | +562+9.4% | Added |
| Global Retirement Partners, LLC | 6,524 | $247.1K | 0.01% | −33−0.5% | Reduced |
| Alpha Omega Wealth Management LLC | 6,494 | $246.0K | 0.05% | −1,570−19.5% | Reduced |
| HighPoint Advisor Group LLC | 6,292 | $244.3K | 0.01% | +312+5.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $243.6K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 6,424 | $243.3K | 0.00% | +556+9.5% | Added |
| Claris Financial LLC | 6,351 | $240.6K | 0.16% | +6,351 | New |
| RSM US Wealth Management LLC | 6,224 | $235.6K | 0.00% | +6,224 | New |
| Resources Investment Advisors, LLC. | 6,092 | $230.8K | 0.00% | +6,092 | New |
| Parkside Investments, LLC | 6,058 | $229.5K | 0.03% | +49+0.8% | Added |
| Savant Capital, LLC | 6,018 | $228.0K | 0.00% | +557+10.2% | Added |
| Partners in Financial Planning | 6,000 | $227.3K | 0.05% | +76+1.3% | Added |
| Atria Investments LLC | 5,834 | $221.0K | 0.00% | +326+5.9% | Added |
| Entropy Technologies, LP | 5,799 | $219.7K | 0.02% | +5,799 | New |
| CoreCap Advisors, LLC | 5,762 | $218.3K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,706 | $216.1K | 0.00% | +5,706 | New |
| EMC Capital Management | 5,623 | $213.0K | 0.12% | +124+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 5,596 | $212.0K | 0.00% | +5,596 | New |
| Mackenzie Financial Corp | 5,566 | $210.8K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,384 | $203.9K | 0.01% | +5,384 | New |
| GTS Securities LLC | 5,374 | $203.6K | 0.01% | +5,374 | New |
| ZWJ Investment Counsel Inc | 5,361 | $203.1K | 0.01% | +10.0% | Added |
| Emerald Mutual Fund Advisers Trust | 5,295 | $200.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,096 | $193.0K | 0.01% | −58−1.1% | Reduced |
| Allworth Financial LP | 4,806 | $182.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 4,800 | $181.8K | 0.02% | +720+17.6% | Added |
| KBC Group NV | 4,475 | $170.0K | 0.00% | +1,605+55.9% | Added |
| South State Corp. | 4,335 | $164.2K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 3,500 | $132.6K | 0.00% | −300−7.9% | Reduced |
| ORG Partners LLC | 3,309 | $125.4K | 0.02% | +26+0.8% | Added |
| Bryn Mawr Trust Co | 3,203 | $121.3K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,096 | $117.3K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 3,089 | $117.0K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,927 | $110.9K | 0.00% | +90+3.2% | Added |
| Sterling Capital Management LLC | 2,880 | $109.1K | 0.00% | +2,573+838.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,642 | $100.1K | 0.00% | +101+4.0% | Added |
| Tower Research Capital LLC (TRC) | 2,590 | $98.1K | 0.00% | −9,121−77.9% | Reduced |
| Venturi Wealth Management, LLC | 2,400 | $90.9K | 0.00% | +2,400 | New |
| First Horizon Advisors, Inc. | 2,162 | $81.9K | 0.00% | +136+6.7% | Added |
| Investment Management Corp | 1,895 | $71.8K | 0.06% | +1,895 | New |
| Northwestern Mutual Wealth Management Co | 1,744 | $66.1K | 0.00% | +39+2.3% | Added |
| Proequities, Inc. | 1,475 | $55.9K | 0.00% | +10+0.7% | Added |
| GAMMA Investing LLC | 1,325 | $50.2K | 0.00% | +284+27.3% | Added |
| Fifth Third Bancorp | 1,303 | $49.4K | 0.00% | −24−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,190 | $45.1K | 0.00% | −899−43.0% | Reduced |
| Smartleaf Asset Management LLC | 1,074 | $40.6K | 0.00% | +699+186.4% | Added |
| CIBC Private Wealth Group, LLC | 1,067 | $38.9K | 0.00% | −3,509−76.7% | Reduced |
| Umb Bank N A | 971 | $36.8K | 0.00% | −134−12.1% | Reduced |
| MAI Capital Management | 969 | $36.7K | 0.00% | +969 | New |
| Nomura Asset Management Co Ltd | 930 | $35.2K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 878 | $33.3K | 0.03% | +878 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 766 | $29.0K | 0.00% | +214+38.8% | Added |
| R Squared Ltd | 730 | $27.7K | 0.03% | +730 | New |
| Huntington National Bank | 680 | $25.8K | 0.00% | −49−6.7% | Reduced |
| Concord Wealth Partners | 675 | $25.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 673 | $25.5K | 0.00% | 00.0% | Unchanged |