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 |
|---|---|---|---|---|---|
| Umb Bank N A | 1,107 | $34.5K | 0.00% | +136+14.0% | Added |
| GAMMA Investing LLC | 1,069 | $33.3K | 0.00% | −256−19.3% | Reduced |
| CWM, LLC | 1,049 | $33.0K | 0.00% | +523+99.4% | Added |
| MAI Capital Management | 973 | $30.3K | 0.00% | +4+0.4% | Added |
| Nomura Asset Management Co Ltd | 930 | $29.0K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 887 | $27.6K | 0.02% | +9+1.0% | Added |
| CIBC Private Wealth Group, LLC | 1,131 | $27.5K | 0.00% | +64+6.0% | Added |
| NBC Securities, Inc. | 812 | $25.0K | 0.00% | +812 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 766 | $23.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 756 | $23.5K | 0.00% | +76+11.2% | Added |
| Mather Group, LLC. | 673 | $21.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 626 | $19.5K | 0.00% | +400+177.0% | Added |
| Boston Private Wealth LLC | 598 | $18.6K | 0.00% | +598 | New |
| Principal Securities, Inc. | 454 | $17.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 430 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 407 | $13.0K | 0.00% | +99+32.1% | Added |
| Parkside Financial Bank & Trust | 392 | $12.2K | 0.00% | +385+5,500.0% | Added |
| Private Trust Co NA | 388 | $12.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 336 | $10.0K | 0.00% | +28+9.1% | Added |
| Covestor Ltd | 317 | $10.0K | 0.01% | −3−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 269 | $8.38K | 0.00% | −1,475−84.6% | Reduced |
| Neo Ivy Capital Management | 266 | $8.28K | 0.00% | +266 | New |
| EverSource Wealth Advisors, LLC | 255 | $7.94K | 0.00% | +72+39.3% | Added |
| Old Point Trust & Financial Services N A | 217 | $6.76K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 209 | $6.52K | 0.00% | +1+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 190 | $5.92K | 0.00% | +15+8.6% | Added |
| Quarry LP | 188 | $5.85K | 0.00% | +95+102.2% | Added |
| Farther Finance Advisors, LLC | 183 | $5.53K | 0.00% | +104+131.6% | Added |
| Optiver Holding B.V. | 172 | $5.36K | 0.00% | +172 | New |
| Rothschild Investment LLC | 125 | $3.89K | 0.00% | +50+66.7% | Added |
| Red Tortoise LLC | 100 | $3.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 82 | $2.55K | 0.00% | −230−73.7% | Reduced |
| JFS Wealth Advisors, LLC | 65 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 89 | $2.00K | 0.00% | +23+34.8% | Added |
| Sagefield Capital LP | 62 | $1.93K | 0.00% | +62 | New |
| Salem Investment Counselors Inc | 54 | $1.68K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 49 | $1.53K | 0.00% | +49 | New |
| Stephens Consulting, LLC | 40 | $1.25K | 0.00% | +40 | New |
| Private Wealth Asset Management, LLC | 33 | $1.03K | 0.00% | +33 | New |
| Provenance Wealth Advisors, LLC | 29 | $903 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 28 | $872 | 0.00% | +28 | New |
| CVA Family Office, LLC | 23 | $716 | 0.00% | +23 | New |
| Harbor Investment Advisory, LLC | 17 | $529 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $468 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $436 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $436 | 0.00% | +14 | New |
| Massmutual Trust Co FSB | 13 | $405 | 0.00% | −2−13.3% | Reduced |
| IFP Advisors, Inc | 0 | $405 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 11 | $343 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $280 | 0.00% | +4+80.0% | Added |
| Hexagon Capital Partners LLC | 6 | $187 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $124 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 2 | $63 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $62 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $32 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $32 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −575,846−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −515,952−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −324,367−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −316,909−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −161,295−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −142,800−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −81,193−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −68,099−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −59,191−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −48,917−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −25,474−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −19,770−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −19,497−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,124−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −14,649−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −12,097−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −11,756−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −11,559−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,357−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,367−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,173−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,916−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −6,224−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −6,058−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −6,018−100.0% | Sold out |
| Partners in Financial Planning | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −5,834−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −5,596−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,566−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −5,361−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Natixis Investment Managers International | – | – | – | – | Not filed |