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 |
|---|---|---|---|---|---|
| Glenmede Investment Management, LP | 6,394 | $225.6K | 0.00% | +6,394 | New |
| Claris Financial LLC | 6,400 | $225.9K | 0.13% | +6,400 | New |
| Swiss Life Asset Management Ltd | 6,425 | $226.7K | 0.00% | +6,425 | New |
| Clearstead Advisors, LLC | 6,715 | $237.0K | 0.00% | −25,646−79.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,750 | $238.2K | 0.04% | −1,275−15.9% | Reduced |
| Cresset Asset Management, LLC | 6,777 | $239.2K | 0.00% | −30.0% | Reduced |
| Lafayette Investments, Inc. | 7,095 | $250.4K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 7,137 | $251.9K | 0.00% | +139+2.0% | Added |
| Associated Banc-Corp | 7,146 | $252.2K | 0.01% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 7,197 | $254.0K | 0.01% | −852−10.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,266 | $256.4K | 0.05% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,444 | $262.7K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 7,595 | $268.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,637 | $269.5K | 0.00% | +152+2.0% | Added |
| HSBC Holdings PLC | 7,639 | $269.6K | 0.00% | −13,572−64.0% | Reduced |
| GWM Advisors LLC | 7,652 | $270.1K | 0.00% | +7,447+3,632.7% | Added |
| Farringdon Capital, Ltd. | 7,853 | $277.1K | 0.07% | +7,853 | New |
| HighPoint Advisor Group LLC | 7,871 | $277.8K | 0.01% | +523+7.1% | Added |
| Diversified Trust Co | 7,895 | $278.6K | 0.01% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 8,000 | $282.3K | 0.08% | +8,000 | New |
| GTS Securities LLC | 8,068 | $284.7K | 0.01% | +8,068 | New |
| Verdence Capital Advisors LLC | 8,474 | $286.1K | 0.02% | −386−4.4% | Reduced |
| RSM US Wealth Management LLC | 8,282 | $292.3K | 0.00% | +408+5.2% | Added |
| Evergreen Capital Management LLC | 8,396 | $296.3K | 0.01% | −215−2.5% | Reduced |
| Oppenheimer & Co Inc | 8,515 | $300.5K | 0.00% | −1,406−14.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,628 | $304.5K | 0.00% | +8,628 | New |
| Keybank National Association | 8,748 | $308.7K | 0.00% | +44+0.5% | Added |
| SageView Advisory Group, LLC | 8,754 | $308.9K | 0.01% | −70−0.8% | Reduced |
| Court Place Advisors, LLC | 8,798 | $310.5K | 0.09% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,838 | $311.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,886 | $313.6K | 0.00% | +1,450+19.5% | Added |
| Versor Investments LP | 9,000 | $317.6K | 0.06% | +9,000 | New |
| Tower Research Capital LLC (TRC) | 9,126 | $322.1K | 0.01% | −8,215−47.4% | Reduced |
| Mackenzie Financial Corp | 9,137 | $322.4K | 0.00% | +492+5.7% | Added |
| Equitable Holdings, Inc. | 9,178 | $323.9K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,307 | $328.4K | 0.01% | −319−3.3% | Reduced |
| Moors & Cabot, Inc. | 9,369 | $330.6K | 0.01% | +9,369 | New |
| Heritage Family Offices, LLP | 9,609 | $339.1K | 0.16% | +1,415+17.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,621 | $339.5K | 0.00% | +2,551+36.1% | Added |
| Sterling Capital Management LLC | 9,886 | $348.9K | 0.01% | +5,995+154.1% | Added |
| Dover Advisors, LLC | 9,906 | $349.6K | 0.14% | −500−4.8% | Reduced |
| Intrust Bank NA | 10,041 | $354.3K | 0.03% | +303+3.1% | Added |
| Apollon Wealth Management, LLC | 10,185 | $359.4K | 0.01% | +258+2.6% | Added |
| Nisa Investment Advisors, LLC | 10,451 | $368.8K | 0.00% | +485+4.9% | Added |
| Bank of Montreal | 10,500 | $370.5K | 0.00% | −12,106−53.6% | Reduced |
| Portside Wealth Group, LLC | 10,682 | $377.0K | 0.05% | +10,682 | New |
| Atria Investments LLC | 10,856 | $383.1K | 0.00% | +10,856 | New |
| Resources Investment Advisors, LLC. | 10,894 | $384.4K | 0.00% | +778+7.7% | Added |
| Snowden Capital Advisors LLC | 10,926 | $385.6K | 0.01% | +569+5.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,975 | $387.3K | 0.01% | +1,137+11.6% | Added |
| Vista Investment Management | 11,056 | $390.2K | 0.14% | +1,059+10.6% | Added |
| Xponance, Inc. | 11,203 | $395.4K | 0.00% | +85+0.8% | Added |
| Public Employees Retirement Association of Colorado | 11,478 | $405.0K | 0.00% | −7,612−39.9% | Reduced |
| STRS Ohio | 11,800 | $416.4K | 0.00% | −1,900−13.9% | Reduced |
| Ameritas Investment Partners, Inc. | 11,919 | $420.6K | 0.01% | −2,647−18.2% | Reduced |
| Founders Financial Securities LLC | 12,015 | $424.0K | 0.03% | 00.0% | Unchanged |
| Summit Global Investments | 12,102 | $427.0K | 0.02% | −450−3.6% | Reduced |
| Hopwood Financial Services, Inc. | 12,107 | $427.3K | 0.29% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 12,325 | $434.9K | 0.04% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 13,500 | $439.0K | 0.21% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,664 | $446.9K | 0.01% | −478−3.6% | Reduced |
| CIBC Asset Management Inc | 12,931 | $456.3K | 0.00% | −253−1.9% | Reduced |
| Connable Office Inc | 12,975 | $457.9K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,982 | $458.1K | 0.01% | −15−0.1% | Reduced |
| Toroso Investments, LLC | 13,002 | $458.8K | 0.00% | +13,002 | New |
| Banque Pictet & Cie SA | 13,399 | $472.9K | 0.00% | −86−0.6% | Reduced |
| Park Avenue Securities LLC | 13,434 | $474.0K | 0.00% | +1,325+10.9% | Added |
| Ledyard National Bank | 13,478 | $475.6K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 13,601 | $480.0K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,048 | $495.8K | 0.06% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 14,240 | $502.5K | 0.12% | −225−1.6% | Reduced |
| HB Wealth Management, LLC | 14,245 | $502.7K | 0.00% | +14,245 | New |
| Neuberger Berman Group LLC | 14,342 | $506.1K | 0.00% | +1,511+11.8% | Added |
| Gilman Hill Asset Management, LLC | 14,708 | $519.0K | 0.08% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 14,719 | $519.4K | 0.18% | +14,719 | New |
| Russell Investments Group, Ltd. | 15,124 | $533.7K | 0.00% | −21,471−58.7% | Reduced |
| Taylor Financial Group, Inc. | 15,206 | $536.6K | 0.31% | −328−2.1% | Reduced |
| CIBC Bancorp USA Inc. | 15,208 | $536.7K | 0.00% | +15,208 | New |
| First National Advisers, LLC | 15,436 | $544.7K | 0.07% | +706+4.8% | Added |
| Gibbs Wealth Management | 15,579 | $549.8K | 0.12% | +15,579 | New |
| D'Orazio & Associates, Inc. | 15,598 | $550.5K | 0.07% | −6,732−30.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,733 | $555.0K | 0.00% | −15−0.1% | Reduced |
| Impact Partnership Wealth, LLC | 15,748 | $555.7K | 0.08% | +157+1.0% | Added |
| M&T Bank Corp | 15,911 | $561.7K | 0.00% | −202−1.3% | Reduced |
| Pathstone Holdings, LLC | 15,940 | $562.5K | 0.00% | +3,177+24.9% | Added |
| Mutual of America Capital Management LLC | 15,964 | $563.4K | 0.01% | −2,337−12.8% | Reduced |
| CWM, LLC | 16,019 | $565.0K | 0.00% | +501+3.2% | Added |
| Vident Advisory, LLC | 16,153 | $570.0K | 0.01% | +16,153 | New |
| Salzhauer Michael | 16,578 | $585.0K | 0.34% | 00.0% | Unchanged |
| Trust Point Inc. | 16,653 | $587.7K | 0.05% | +6,530+64.5% | Added |
| JustInvest LLC | 17,153 | $605.4K | 0.01% | +1,485+9.5% | Added |
| Tritonpoint Wealth, LLC | 17,522 | $618.4K | 0.05% | +317+1.8% | Added |
| Salomon & Ludwin, LLC | 17,495 | $624.2K | 0.06% | +570+3.4% | Added |
| Nomura Holdings Inc | 17,951 | $633.5K | 0.00% | +17,951 | New |
| Teacher Retirement System of Texas | 18,576 | $655.5K | 0.00% | −1,276−6.4% | Reduced |
| Beacon Pointe Advisors, LLC | 18,619 | $657.1K | 0.01% | −6,799−26.7% | Reduced |
| Harbor Advisors LLC | 18,644 | $657.9K | 0.10% | 00.0% | Unchanged |
| Fiduciary Trust Co | 18,779 | $662.7K | 0.01% | +10,691+132.2% | Added |
| Campbell Deegan Wealth Management, LLC | 19,248 | $679.3K | 0.61% | −570−2.9% | Reduced |
| Pictet Asset Management Holding SA | 19,737 | $696.5K | 0.00% | +1,486+8.1% | Added |