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, Q2 2025
Institutional positions in Atlantic Union Bankshares Corp as of Jun 30, 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
- 384
- +30 vs. Q1 2025
- Shares held
- 117.5M
- +27.2M (+30.1%) vs. Q1 2025
- Total value
- $3.68B
- +$864.1M (+30.7%) vs. Q1 2025
- New holders
- 93
- 182 more added
- Sold out
- 63
- 76 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 2 | $63 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $63 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $93 | 0.00% | −1−25.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $94 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 9 | $282 | 0.00% | −6−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $407 | 0.00% | −1−7.1% | Reduced |
| Hemington Wealth Management | 45 | $1.00K | 0.00% | −44−49.4% | Reduced |
| Atlantic Trust, LLC | 37 | $1.16K | 0.00% | +37 | New |
| Larson Financial Group LLC | 38 | $1.19K | 0.00% | +27+245.5% | Added |
| Hughes Financial Services, LLC | 38 | $1.20K | 0.00% | −4,147−99.1% | Reduced |
| Glen Eagle Advisors, LLC | 39 | $1.22K | 0.00% | +39 | New |
| JFS Wealth Advisors, LLC | 41 | $1.28K | 0.00% | −24−36.9% | Reduced |
| Rialto Wealth Management, LLC | 43 | $1.35K | 0.00% | +43 | New |
| Kilter Group LLC | 43 | $1.35K | 0.00% | +43 | New |
| UMA Financial Services, Inc. | 51 | $1.60K | 0.00% | +51 | New |
| Farmers & Merchants Investments Inc | 52 | $1.63K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 54 | $1.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 70 | $2.19K | 0.00% | −322−82.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $2.31K | 0.00% | +74 | New |
| True Wealth Design, LLC | 90 | $2.82K | 0.00% | +89+8,900.0% | Added |
| Quarry LP | 109 | $3.41K | 0.00% | −79−42.0% | Reduced |
| Assetmark, Inc | 129 | $4.04K | 0.00% | +129 | New |
| Cary Street Partner Investment Advisory LLC | 146 | $4.57K | 0.00% | −44−23.2% | Reduced |
| Harbor Investment Advisory, LLC | 152 | $4.75K | 0.00% | +135+794.1% | Added |
| Fortitude Family Office, LLC | 166 | $5.19K | 0.00% | +166 | New |
| Private Wealth Management Group, LLC | 190 | $5.94K | 0.00% | +190 | New |
| Massmutual Trust Co FSB | 200 | $6.26K | 0.00% | +187+1,438.5% | Added |
| Wolverine Asset Management LLC | 204 | $6.38K | 0.00% | +204 | New |
| GWM Advisors LLC | 205 | $6.42K | 0.00% | −4−1.9% | Reduced |
| Farther Finance Advisors, LLC | 211 | $6.60K | 0.00% | +28+15.3% | Added |
| Old Point Trust & Financial Services N A | 217 | $6.79K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 236 | $7.38K | 0.00% | +111+88.8% | Added |
| Bare Financial Services, Inc | 239 | $7.47K | 0.00% | +190+387.8% | Added |
| Red Tortoise LLC | 243 | $7.60K | 0.00% | +143+143.0% | Added |
| SRS Capital Advisors, Inc. | 261 | $8.16K | 0.00% | +261 | New |
| First United Bank Trust | 270 | $8.45K | 0.00% | +270 | New |
| Private Trust Co NA | 324 | $10.1K | 0.00% | −64−16.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 328 | $10.3K | 0.00% | +328 | New |
| Optiver Holding B.V. | 361 | $11.3K | 0.00% | +189+109.9% | Added |
| IFP Advisors, Inc | 0 | $12.1K | 0.00% | 0 | Unchanged |
| Westside Investment Management, Inc. | 390 | $12.7K | 0.00% | +390 | New |
| Rise Advisors, LLC | 522 | $16.3K | 0.01% | +494+1,764.3% | Added |
| Harbor Capital Advisors, Inc. | 569 | $18.0K | 0.00% | +233+69.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 560 | $18.7K | 0.01% | +560 | New |
| Principal Securities, Inc. | 641 | $20.0K | 0.00% | +187+41.2% | Added |
| Essential Partners LLC | 686 | $21.5K | 0.01% | +686 | New |
| Parallel Advisors, LLC | 758 | $23.7K | 0.00% | +758 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 766 | $24.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 812 | $25.0K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 900 | $28.2K | 0.01% | +900 | New |
| Smartleaf Asset Management LLC | 1,004 | $31.4K | 0.00% | −160−13.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1,131 | $35.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,253 | $39.2K | 0.00% | +146+13.2% | Added |
| Huntington National Bank | 1,298 | $40.6K | 0.00% | +542+71.7% | Added |
| Nomura Asset Management Co Ltd | 1,533 | $48.0K | 0.00% | +603+64.8% | Added |
| EverSource Wealth Advisors, LLC | 1,542 | $48.2K | 0.00% | +1,287+504.7% | Added |
| Versant Capital Management, Inc | 1,623 | $50.8K | 0.01% | +1,541+1,879.3% | Added |
| First Horizon Advisors, Inc. | 1,835 | $57.4K | 0.00% | −138−7.0% | Reduced |
| Investment Management Corp | 1,895 | $59.3K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,052 | $64.2K | 0.00% | +686+50.2% | Added |
| Clear Street Markets LLC | 2,147 | $67.2K | 0.02% | +2,147 | New |
| Spire Wealth Management | 2,519 | $78.8K | 0.00% | +2,519 | New |
| Covestor Ltd | 2,659 | $83.0K | 0.05% | +2,342+738.8% | Added |
| Concord Wealth Partners | 2,728 | $85.3K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2,780 | $87.0K | 0.02% | +2,780 | New |
| Bessemer Group Inc | 2,759 | $87.0K | 0.00% | +2,352+577.9% | Added |
| Main Street Group, LTD | 3,082 | $96.4K | 0.03% | −7−0.2% | Reduced |
| Bryn Mawr Trust Co | 3,203 | $100.2K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,254 | $101.8K | 0.01% | +3,254 | New |
| State of Wyoming | 3,277 | $102.5K | 0.01% | −1,715−34.4% | Reduced |
| ORG Wealth Partners, LLC | 3,309 | $108.1K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,577 | $111.9K | 0.00% | +3,147+731.9% | Added |
| Central Pacific Bank - Trust Division | 3,826 | $119.7K | 0.02% | +198+5.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,885 | $121.5K | 0.00% | +1,243+47.0% | Added |
| Sterling Capital Management LLC | 3,891 | $121.7K | 0.00% | +1,659+74.3% | Added |
| GAMMA Investing LLC | 3,962 | $123.9K | 0.01% | +2,893+270.6% | Added |
| KBC Group NV | 3,998 | $125.0K | 0.00% | −505−11.2% | Reduced |
| Global Retirement Partners, LLC | 4,219 | $132.0K | 0.00% | +4,219 | New |
| South State Corp. | 4,335 | $135.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,457 | $139.4K | 0.00% | +4,188+1,556.9% | Added |
| Allworth Financial LP | 4,951 | $154.9K | 0.00% | +93+1.9% | Added |
| Danske Bank A/S | 5,313 | $166.2K | 0.00% | −43,116−89.0% | Reduced |
| Skopos Labs, Inc. | 5,421 | $169.6K | 0.02% | +4,795+766.0% | Added |
| CoreCap Advisors, LLC | 5,762 | $180.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,914 | $185.0K | 0.00% | +4,941+507.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $202.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6,493 | $203.1K | 0.02% | −250−3.7% | Reduced |
| Aquatic Capital Management LLC | 6,580 | $205.8K | 0.00% | −109,515−94.3% | Reduced |
| Cascades Capital Asset Management, LLC | 6,715 | $210.0K | 0.11% | −10,057−60.0% | Reduced |
| Cresset Asset Management, LLC | 6,780 | $212.1K | 0.00% | +6,780 | New |
| CI Private Wealth, LLC | 6,998 | $218.9K | 0.00% | +6,998 | New |
| Scientech Research LLC | 7,024 | $219.7K | 0.05% | +7,024 | New |
| Envestnet Portfolio Solutions, Inc. | 7,070 | $221.1K | 0.00% | −1,302−15.6% | Reduced |
| Lafayette Investments, Inc. | 7,095 | $221.9K | 0.04% | +7,095 | New |
| Associated Banc-Corp | 7,146 | $223.5K | 0.01% | +7,146 | New |
| Quadrant Private Wealth Management, LLC | 7,266 | $227.3K | 0.05% | +7,266 | New |
| HighPoint Advisor Group LLC | 7,348 | $229.8K | 0.01% | +123+1.7% | Added |
| Ieq Capital, LLC | 7,367 | $230.4K | 0.00% | +7,367 | New |
| Mercer Global Advisors Inc | 7,436 | $232.6K | 0.00% | +306+4.3% | Added |
| Hendershot Investments Inc. | 7,444 | $232.8K | 0.03% | +7,444 | New |