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, Q1 2025
Institutional positions in Atlantic Union Bankshares Corp as of Mar 31, 2025. 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
- 357
- +21 vs. Q4 2024
- Shares held
- 90.5M
- +6.59M (+7.9%) vs. Q4 2024
- Total value
- $2.82B
- −$360.3M (−11.3%) vs. Q4 2024
- New holders
- 62
- 137 more added
- Sold out
- 41
- 91 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $32 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $32 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $62 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $63 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 4 | $124 | 0.00% | +4 | New |
| Hexagon Capital Partners LLC | 6 | $187 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $280 | 0.00% | +4+80.0% | Added |
| Larson Financial Group LLC | 11 | $343 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $405 | 0.00% | −2−13.3% | Reduced |
| IFP Advisors, Inc | 0 | $405 | 0.00% | 0 | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $436 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $436 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 15 | $468 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17 | $529 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $716 | 0.00% | +23 | New |
| Rise Advisors, LLC | 28 | $872 | 0.00% | +28 | New |
| Provenance Wealth Advisors, LLC | 29 | $903 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 33 | $1.03K | 0.00% | +33 | New |
| Stephens Consulting, LLC | 40 | $1.25K | 0.00% | +40 | New |
| Bare Financial Services, Inc | 49 | $1.53K | 0.00% | +49 | New |
| Farmers & Merchants Investments Inc | 52 | $1.62K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 54 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sagefield Capital LP | 62 | $1.93K | 0.00% | +62 | New |
| Hemington Wealth Management | 89 | $2.00K | 0.00% | +23+34.8% | Added |
| JFS Wealth Advisors, LLC | 65 | $2.02K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 82 | $2.55K | 0.00% | −230−73.7% | Reduced |
| Red Tortoise LLC | 100 | $3.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 125 | $3.89K | 0.00% | +50+66.7% | Added |
| Optiver Holding B.V. | 172 | $5.36K | 0.00% | +172 | New |
| Farther Finance Advisors, LLC | 183 | $5.53K | 0.00% | +104+131.6% | Added |
| Quarry LP | 188 | $5.85K | 0.00% | +95+102.2% | Added |
| Cary Street Partner Investment Advisory LLC | 190 | $5.92K | 0.00% | +15+8.6% | Added |
| GWM Advisors LLC | 209 | $6.52K | 0.00% | +1+0.5% | Added |
| Old Point Trust & Financial Services N A | 217 | $6.76K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 255 | $7.94K | 0.00% | +72+39.3% | Added |
| Neo Ivy Capital Management | 266 | $8.28K | 0.00% | +266 | New |
| Northwestern Mutual Wealth Management Co | 269 | $8.38K | 0.00% | −1,475−84.6% | Reduced |
| Harbor Capital Advisors, Inc. | 336 | $10.0K | 0.00% | +28+9.1% | Added |
| Covestor Ltd | 317 | $10.0K | 0.01% | −3−0.9% | Reduced |
| Private Trust Co NA | 388 | $12.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 392 | $12.2K | 0.00% | +385+5,500.0% | Added |
| Bessemer Group Inc | 407 | $13.0K | 0.00% | +99+32.1% | Added |
| Signaturefd, LLC | 430 | $13.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 454 | $17.2K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 598 | $18.6K | 0.00% | +598 | New |
| Skopos Labs, Inc. | 626 | $19.5K | 0.00% | +400+177.0% | Added |
| Mather Group, LLC. | 673 | $21.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 756 | $23.5K | 0.00% | +76+11.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 766 | $23.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 812 | $25.0K | 0.00% | +812 | New |
| CIBC Private Wealth Group, LLC | 1,131 | $27.5K | 0.00% | +64+6.0% | Added |
| SIMA Wealth Partners, LLC | 887 | $27.6K | 0.02% | +9+1.0% | Added |
| Nomura Asset Management Co Ltd | 930 | $29.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 973 | $30.3K | 0.00% | +4+0.4% | Added |
| CWM, LLC | 1,049 | $33.0K | 0.00% | +523+99.4% | Added |
| GAMMA Investing LLC | 1,069 | $33.3K | 0.00% | −256−19.3% | Reduced |
| Umb Bank N A | 1,107 | $34.5K | 0.00% | +136+14.0% | Added |
| Smartleaf Asset Management LLC | 1,164 | $35.7K | 0.00% | +90+8.4% | Added |
| Ronald Blue Trust, Inc. | 1,190 | $37.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,366 | $42.5K | 0.00% | +63+4.8% | Added |
| Investment Management Corp | 1,895 | $59.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,973 | $61.5K | 0.00% | −189−8.7% | Reduced |
| Sterling Capital Management LLC | 2,232 | $69.5K | 0.00% | −648−22.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,352 | $73.2K | 0.00% | −575−19.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,642 | $82.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,728 | $85.0K | 0.01% | +2,053+304.1% | Added |
| Main Street Group, LTD | 3,089 | $96.2K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,096 | $96.4K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,203 | $99.7K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3,309 | $100.1K | 0.03% | +3,309 | New |
| Tower Research Capital LLC (TRC) | 3,249 | $101.2K | 0.00% | +659+25.4% | Added |
| Central Pacific Bank - Trust Division | 3,628 | $113.0K | 0.02% | −1,172−24.4% | Reduced |
| Hughes Financial Services, LLC | 4,185 | $126.6K | 0.02% | +4,185 | New |
| Allworth Financial LP | 4,858 | $128.5K | 0.00% | +52+1.1% | Added |
| South State Corp. | 4,335 | $135.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 4,503 | $140.0K | 0.00% | +28+0.6% | Added |
| Coldstream Capital Management Inc | 4,659 | $145.1K | 0.00% | +4,659 | New |
| State of Wyoming | 4,992 | $155.5K | 0.02% | +4,992 | New |
| Geneos Wealth Management Inc. | 5,096 | $158.7K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 5,295 | $164.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $170.6K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 5,623 | $175.0K | 0.11% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,762 | $179.4K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 6,308 | $196.4K | 0.00% | +6,308 | New |
| HighPoint Advisor Group LLC | 7,225 | $201.1K | 0.01% | +933+14.8% | Added |
| Alpha Omega Wealth Management LLC | 6,494 | $202.2K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 6,539 | $203.6K | 0.00% | −10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,574 | $205.0K | 0.00% | −262−3.8% | Reduced |
| Resources Investment Advisors, LLC. | 6,619 | $206.1K | 0.00% | +527+8.7% | Added |
| Toth Financial Advisory Corp | 6,743 | $210.0K | 0.03% | −100−1.5% | Reduced |
| Xponance, Inc. | 6,798 | $211.7K | 0.00% | +374+5.8% | Added |
| Mercer Global Advisors Inc | 7,130 | $222.0K | 0.00% | −75−1.0% | Reduced |
| Everence Capital Management Inc | 7,200 | $224.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,195 | $224.1K | 0.00% | +7,195 | New |
| Beacon Investment Advisors LLC | 7,301 | $227.4K | 0.11% | +20.0% | Added |
| Keebeck Alpha, LP | 7,369 | $229.5K | 0.27% | +7,369 | New |
| Oppenheimer & Co Inc | 7,601 | $236.7K | 0.00% | −1,012−11.7% | Reduced |
| Diversified Trust Co | 7,686 | $239.3K | 0.01% | −10.0% | Reduced |
| Claris Financial LLC | 6,351 | $240.6K | 0.16% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 7,809 | $243.2K | 0.13% | +7,809 | New |