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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 18,694 | $573.5K | 0.00% | +4,701+33.6% | Added |
| Advisor Group Holdings, Inc. | 17,993 | $560.4K | 0.00% | +7,775+76.1% | Added |
| KLP Kapitalforvaltning AS | 17,950 | $559.0K | 0.00% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 17,714 | $551.6K | 0.38% | −18−0.1% | Reduced |
| Cetera Investment Advisers | 17,091 | $532.2K | 0.00% | +2,464+16.8% | Added |
| Salomon & Ludwin, LLC | 16,925 | $527.0K | 0.06% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 16,772 | $522.3K | 0.28% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,378 | $510.0K | 0.00% | −2,406−12.8% | Reduced |
| Trust Point Inc. | 16,378 | $510.0K | 0.05% | −7,373−31.0% | Reduced |
| Resources Management Corp | 15,200 | $473.0K | 0.07% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 15,116 | $470.7K | 0.14% | −814−5.1% | Reduced |
| Entropy Technologies, LP | 14,879 | $463.3K | 0.05% | +9,080+156.6% | Added |
| EntryPoint Capital, LLC | 14,589 | $454.3K | 0.21% | +14,589 | New |
| Banque Pictet & Cie SA | 14,391 | $448.1K | 0.00% | +14,391 | New |
| Graves-Light Private Wealth Management, Inc. | 14,048 | $437.5K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 13,914 | $433.3K | 0.00% | +72+0.5% | Added |
| Ledyard National Bank | 13,508 | $420.6K | 0.04% | +14+0.1% | Added |
| HB Wealth Management, LLC | 13,206 | $411.3K | 0.00% | +13,206 | New |
| First Manhattan Co | 13,200 | $411.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 12,952 | $403.3K | 0.02% | +12,952 | New |
| MML Investors Services, LLC | 12,925 | $402.0K | 0.00% | +2,497+23.9% | Added |
| Pictet Asset Management Holding SA | 12,840 | $399.8K | 0.00% | +928+7.8% | Added |
| GTS Securities LLC | 11,571 | $360.3K | 0.02% | +6,197+115.3% | Added |
| Gamco Investors, Inc. Et Al | 11,500 | $358.1K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 11,460 | $357.0K | 0.00% | +195+1.7% | Added |
| Ostrum Asset Management | 11,460 | $356.9K | 0.02% | +11,460 | New |
| Creative Planning | 11,377 | $354.3K | 0.00% | −1,716−13.1% | Reduced |
| CWM Advisors, LLC | 11,085 | $345.2K | 0.04% | +11,085 | New |
| CIBC Asset Management Inc | 11,068 | $344.7K | 0.00% | +2,337+26.8% | Added |
| First National Advisers, LLC | 10,998 | $342.5K | 0.05% | +10,998 | New |
| Neuberger Berman Group LLC | 10,924 | $340.2K | 0.00% | +817+8.1% | Added |
| Founders Financial Securities LLC | 12,015 | $330.3K | 0.03% | +12,015 | New |
| Dover Advisors, LLC | 10,406 | $324.0K | 0.14% | +10,406 | New |
| Moors & Cabot, Inc. | 10,069 | $313.5K | 0.02% | −100−1.0% | Reduced |
| MQS Management LLC | 10,001 | $311.4K | 0.18% | +10,001 | New |
| Colony Group, LLC | 9,983 | $310.9K | 0.00% | −10,131−50.4% | Reduced |
| SG Americas Securities, LLC | 9,965 | $310.0K | 0.00% | +9,965 | New |
| Public Employees Retirement Association of Colorado | 9,662 | $301.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 9,586 | $298.5K | 0.00% | −96−1.0% | Reduced |
| Profund Advisors LLC | 9,450 | $294.3K | 0.01% | −4,320−31.4% | Reduced |
| Axq Capital, LP | 9,299 | $289.6K | 0.12% | +9,299 | New |
| Vista Investment Management | 9,199 | $286.5K | 0.11% | +129+1.4% | Added |
| Equitable Holdings, Inc. | 9,178 | $285.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,060 | $282.1K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8,801 | $274.1K | 0.01% | +185+2.1% | Added |
| Keybank National Association | 8,692 | $270.7K | 0.00% | +15+0.2% | Added |
| De Lisle Partners LLP | 8,553 | $266.3K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,549 | $266.2K | 0.00% | +36+0.4% | Added |
| Advisory Services Network, LLC | 8,508 | $264.9K | 0.01% | −1,521−15.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 8,372 | $260.7K | 0.06% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,372 | $260.7K | 0.00% | −5,994−41.7% | Reduced |
| Oxford Asset Management LLP | 8,293 | $258.2K | 0.12% | +8,293 | New |
| Heritage Family Offices, LLP | 8,194 | $255.2K | 0.13% | +812+11.0% | Added |
| Cornerstone Investment Partners, LLC | 8,088 | $251.9K | 0.01% | +8,088 | New |
| Pettyjohn, Wood & White, Inc | 8,025 | $249.9K | 0.05% | −600−7.0% | Reduced |
| Point72 (DIFC) Ltd | 8,016 | $249.6K | 0.02% | +8,016 | New |
| Fiduciary Trust Co | 7,983 | $248.6K | 0.00% | +7,983 | New |
| 1492 Capital Management LLC | 7,809 | $243.2K | 0.13% | +7,809 | New |
| Claris Financial LLC | 6,351 | $240.6K | 0.16% | 00.0% | Unchanged |
| Diversified Trust Co | 7,686 | $239.3K | 0.01% | −10.0% | Reduced |
| Oppenheimer & Co Inc | 7,601 | $236.7K | 0.00% | −1,012−11.7% | Reduced |
| Keebeck Alpha, LP | 7,369 | $229.5K | 0.27% | +7,369 | New |
| Beacon Investment Advisors LLC | 7,301 | $227.4K | 0.11% | +20.0% | Added |
| Quantinno Capital Management LP | 7,195 | $224.1K | 0.00% | +7,195 | New |
| Everence Capital Management Inc | 7,200 | $224.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,130 | $222.0K | 0.00% | −75−1.0% | Reduced |
| Xponance, Inc. | 6,798 | $211.7K | 0.00% | +374+5.8% | Added |
| Toth Financial Advisory Corp | 6,743 | $210.0K | 0.03% | −100−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 6,619 | $206.1K | 0.00% | +527+8.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,574 | $205.0K | 0.00% | −262−3.8% | Reduced |
| Regions Financial Corp | 6,539 | $203.6K | 0.00% | −10.0% | Reduced |
| Alpha Omega Wealth Management LLC | 6,494 | $202.2K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7,225 | $201.1K | 0.01% | +933+14.8% | Added |
| Asset Management One Co.,Ltd. | 6,308 | $196.4K | 0.00% | +6,308 | New |
| CoreCap Advisors, LLC | 5,762 | $179.4K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 5,623 | $175.0K | 0.11% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $170.6K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 5,295 | $164.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,096 | $158.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,992 | $155.5K | 0.02% | +4,992 | New |
| Coldstream Capital Management Inc | 4,659 | $145.1K | 0.00% | +4,659 | New |
| KBC Group NV | 4,503 | $140.0K | 0.00% | +28+0.6% | Added |
| South State Corp. | 4,335 | $135.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 4,858 | $128.5K | 0.00% | +52+1.1% | Added |
| Hughes Financial Services, LLC | 4,185 | $126.6K | 0.02% | +4,185 | New |
| Central Pacific Bank - Trust Division | 3,628 | $113.0K | 0.02% | −1,172−24.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,249 | $101.2K | 0.00% | +659+25.4% | Added |
| ORG Wealth Partners, LLC | 3,309 | $100.1K | 0.03% | +3,309 | New |
| Bryn Mawr Trust Co | 3,203 | $99.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,096 | $96.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 3,089 | $96.2K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,728 | $85.0K | 0.01% | +2,053+304.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,642 | $82.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,352 | $73.2K | 0.00% | −575−19.6% | Reduced |
| Sterling Capital Management LLC | 2,232 | $69.5K | 0.00% | −648−22.5% | Reduced |
| First Horizon Advisors, Inc. | 1,973 | $61.5K | 0.00% | −189−8.7% | Reduced |
| Investment Management Corp | 1,895 | $59.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,366 | $42.5K | 0.00% | +63+4.8% | Added |
| Ronald Blue Trust, Inc. | 1,190 | $37.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,164 | $35.7K | 0.00% | +90+8.4% | Added |