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, Q3 2025
Institutional positions in Atlantic Union Bankshares Corp as of Sep 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
- 397
- +18 vs. Q2 2025
- Shares held
- 118.7M
- +1.34M (+1.1%) vs. Q2 2025
- Total value
- $4.19B
- +$517.0M (+14.1%) vs. Q2 2025
- New holders
- 51
- 144 more added
- Sold out
- 33
- 132 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Atlantic Union Bankshares Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 4 | $141 | 0.00% | +1+33.3% | Added |
| Cedar Mountain Advisors, LLC | 4 | $141 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 6 | $212 | 0.00% | +3+100.0% | Added |
| SJS Investment Consulting Inc. | 9 | $318 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $465 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 38 | $1.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $1.31K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $1.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $1.41K | 0.00% | −1−2.4% | Reduced |
| Kilter Group LLC | 43 | $1.52K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 46 | $1.62K | 0.00% | +3+7.0% | Added |
| UMA Financial Services, Inc. | 51 | $1.80K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 54 | $1.91K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 56 | $1.98K | 0.00% | +56 | New |
| Larson Financial Group LLC | 67 | $2.36K | 0.00% | +29+76.3% | Added |
| Farmers & Merchants Investments Inc | 70 | $2.47K | 0.00% | +18+34.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $2.72K | 0.00% | +3+4.1% | Added |
| Hemington Wealth Management | 111 | $3.00K | 0.00% | +66+146.7% | Added |
| True Wealth Design, LLC | 90 | $3.18K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 152 | $5.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 160 | $5.65K | 0.00% | +160 | Added |
| Fortitude Family Office, LLC | 166 | $5.86K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 171 | $6.03K | 0.00% | +25+17.1% | Added |
| Rothschild Investment LLC | 185 | $6.53K | 0.00% | −51−21.6% | Reduced |
| Private Wealth Management Group, LLC | 190 | $6.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $6.85K | 0.00% | −6−3.0% | Reduced |
| Root Financial Partners, LLC | 210 | $7.41K | 0.00% | +210 | New |
| Old Point Trust & Financial Services N A | 217 | $7.66K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 240 | $8.47K | 0.00% | +240 | New |
| Red Tortoise LLC | 243 | $8.57K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 243 | $8.58K | 0.00% | +4+1.7% | Added |
| First United Bank Trust | 270 | $9.53K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 278 | $9.81K | 0.00% | +208+297.1% | Added |
| Crewe Advisors LLC | 322 | $11.4K | 0.00% | +322 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 328 | $11.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 354 | $12.5K | 0.00% | +225+174.4% | Added |
| Caitong International Asset Management Co., Ltd | 404 | $14.3K | 0.01% | +404 | New |
| Harbor Capital Advisors, Inc. | 445 | $16.0K | 0.00% | −124−21.8% | Reduced |
| Rise Advisors, LLC | 522 | $18.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 570 | $20.1K | 0.00% | +246+75.9% | Added |
| Optiver Holding B.V. | 583 | $20.6K | 0.00% | +222+61.5% | Added |
| Mather Group, LLC. | 607 | $21.4K | 0.00% | +607 | New |
| Essential Partners LLC | 686 | $24.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 715 | $25.0K | 0.00% | −2,044−74.1% | Reduced |
| NBC Securities, Inc. | 737 | $26.0K | 0.00% | −75−9.2% | Reduced |
| Parallel Advisors, LLC | 758 | $26.8K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 766 | $27.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 780 | $27.4K | 0.00% | +390+100.0% | Added |
| Principal Securities, Inc. | 779 | $27.5K | 0.00% | +138+21.5% | Added |
| Farther Finance Advisors, LLC | 864 | $30.5K | 0.00% | +653+309.5% | Added |
| Curio Wealth, LLC | 900 | $31.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,278 | $45.1K | 0.00% | −20−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,319 | $46.5K | 0.00% | +188+16.6% | Added |
| Covestor Ltd | 1,324 | $47.0K | 0.03% | −1,335−50.2% | Reduced |
| Abich Financial Wealth Management LLC | 1,422 | $50.2K | 0.02% | +1,422 | New |
| EverSource Wealth Advisors, LLC | 1,454 | $51.3K | 0.00% | −88−5.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,533 | $54.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20,818 | $56.4K | 0.00% | +20,816+1,040,800.0% | Added |
| Versant Capital Management, Inc | 1,623 | $57.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,660 | $58.6K | 0.00% | +407+32.5% | Added |
| Fifth Third Bancorp | 1,875 | $66.2K | 0.00% | −177−8.6% | Reduced |
| Smartleaf Asset Management LLC | 1,943 | $69.2K | 0.00% | +939+93.5% | Added |
| Johnson Financial Group, Inc. | 2,185 | $77.1K | 0.00% | +2,185 | New |
| State of Wyoming | 2,482 | $87.6K | 0.01% | −795−24.3% | Reduced |
| Spire Wealth Management | 2,524 | $89.1K | 0.00% | +5+0.2% | Added |
| Concord Wealth Partners | 2,728 | $96.3K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2,803 | $98.9K | 0.02% | +23+0.8% | Added |
| Quadrant Capital Group LLC | 3,080 | $108.7K | 0.00% | +3,080 | New |
| Main Street Group, LTD | 3,082 | $108.8K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,087 | $108.9K | 0.00% | −798−20.5% | Reduced |
| ORG Wealth Partners, LLC | 3,309 | $116.8K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 3,400 | $120.0K | 0.00% | −1,913−36.0% | Reduced |
| Signaturefd, LLC | 3,448 | $121.7K | 0.00% | −129−3.6% | Reduced |
| SRS Capital Advisors, Inc. | 3,633 | $128.2K | 0.00% | +3,372+1,292.0% | Added |
| KBC Group NV | 3,998 | $141.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,252 | $150.1K | 0.00% | −205−4.6% | Reduced |
| Global Retirement Partners, LLC | 4,269 | $150.7K | 0.00% | +50+1.2% | Added |
| South State Corp. | 4,335 | $153.0K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4,681 | $165.2K | 0.02% | +4,681 | New |
| Allworth Financial LP | 4,944 | $174.5K | 0.00% | −7−0.1% | Reduced |
| GAMMA Investing LLC | 5,115 | $180.5K | 0.01% | +1,153+29.1% | Added |
| Wealthspire Advisors, LLC | 5,267 | $185.9K | 0.00% | −2,227−29.7% | Reduced |
| Central Pacific Bank - Trust Division | 5,668 | $200.0K | 0.02% | +1,842+48.1% | Added |
| Cascades Capital Asset Management, LLC | 5,715 | $201.7K | 0.09% | −1,000−14.9% | Reduced |
| CoreCap Advisors, LLC | 5,762 | $203.3K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,813 | $205.2K | 0.00% | +5,813 | New |
| Regions Financial Corp | 5,875 | $207.3K | 0.00% | +5,875 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,963 | $210.4K | 0.00% | +5,963 | New |
| Stratos Wealth Partners, LTD. | 5,971 | $210.7K | 0.00% | +5,971 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,473 | $213.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 6,047 | $213.4K | 0.02% | +6,047 | New |
| FourThought Financial Partners, LLC | 6,084 | $214.7K | 0.02% | +6,084 | New |
| Legacy Capital Wealth Partners, LLC | 6,225 | $219.7K | 0.05% | +6,225 | New |
| Partners in Financial Planning | 6,225 | $219.7K | 0.04% | +6,225 | New |
| Toth Financial Advisory Corp | 6,245 | $220.4K | 0.02% | −248−3.8% | Reduced |
| Parkside Investments, LLC | 6,248 | $220.5K | 0.03% | +6,248 | New |
| Alpha Omega Wealth Management LLC | 6,314 | $222.8K | 0.04% | +6,314 | New |
| Jane Street Group, LLC | 6,344 | $223.9K | 0.00% | +6,344 | New |